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Excerpt

This page explains which are the Push and Pull methods supported by Quickbooks connector. Push are the methods where interworks.cloud platform sends information to Quickbooks and pull are the methods where we get information from Quickbooks . For each method the data transformation schema is explained.


PushPull

CreateUpdateDeleteCreateUpdate
Account


Contact




Invoices




Orders




Products




Payments



Properties Mappings

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titleAccount Entity

For BSS Account entities we support both push and pull methods.

Below table presents property mapping between BSS Account entity and Quickbooks Customer entity

Account (BSS entity)Customer (Qb entity)

Name

GivenName
PhonePrimary Phone

Fax

Fax
WebSiteWebAddr
AddressBilling Address
IsTaxableTaxable
ServerVariables
Tax_Excemption_Reason
TaxExemptionReasonId
Account.CorpEmailEmail


Currency
Currency.Mnemonic
Currency.Name



CurrencyRef
CurrencyRef.value

CurrencyRef.name


Lookup value
Account.Currency.IntegationId
Currency
CreatedAtMetaData.CreateTime
UpdatedAtMetaData.LastUpdatedTime


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titleContact Entity

For BSS Contact entities we support only push methods.

Below table presents property mapping between BSS Contact entity and Quickbooks Account entity

Contact (BSS entity)Account (Qb entity)

FirstName LastName

Name
True or False
Depending on the value of Account.ParentAccount
SubAccount

Account.TypeName

AccountType


Currency
Currency.Mnemonic
Currency.Name



CurrencyRef
CurrencyRef.value

CurrencyRef.name


CreatedAtMetaData.CreateTime
UpdatedAtMetaData.LastUpdatedTime


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titleProduct Entity

For BSS Product entities we support only push method.

Below table presents property mapping between BSS Product entity and Quickbooks Item entity

Product (BSS entity)Item (Qb entity)

Name

Name
FullDescriptionDescription
IsActiveDisplayName
ServerVariable
Product_Type
Type
ServerVariable TaxableId or NonTaxableId depending on the value of Product.IsTaxableTaxSchedule
IncomeAccountRef from PreSyncrhonization actionsIncomeAccountRef
ExpenseAccountReffrom PreSyncrhonization actionsExpenseAccountRef
CreatedAtMetaData.CreateTime
UpdatedAtMetaData.LastUpdatedTime


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titleInvoice Entity

For BSS Invoice entities we support only push method.

Below table presents property mapping between BSS Invoice entity and Quickbooks Invoice entity

Invoice (BSS entity)Invoice (Qb entity)

InvoiceDate

TxnDate
DueDateDueDate
TotalAmountTotalAmt
BillingAccount.CorpEmailBillEmail.Address
BillingAccount.AddressBillingAddress
BalanceBalance


InvoiceItems[0..n]

Calculated from invoiceItemTaxes, FinalPrice and Quantity
ServerVariables.Invoice_Detail_Type
Product.IntegrationId
Product.Name
FinalPrice
Quantity




Line[0...n]

Amount

DetailType
SalesItemLineDetail.ItemRef.value
SalesItemLineDetail.ItemRef.name
UnitPrice
Qty



Currency
Currency.Mnemonic
Currency.Name



CurrencyRef
CurrencyRef.value

CurrencyRef.name


CreatedAtMetaData.CreateTime
UpdatedAtMetaData.LastUpdatedTime


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titleOrder Entity

For BSS Order entities we support only push method.

Below table presents property mapping between BSS Order entity and Quickbooks Invoice entity

Invoice (BSS entity)Order (Qb entity)

Date

TxnDate
CodeDocNumber


OrderItems[0..n]

Product.Fulldescription
Calculated from invoiceItemTaxes, FinalPrice and Quantity
ServerVariables.Order_Detail_Type
Product.IntegrationId
Product.Name
FinalPrice
Quantity



Line[0...n]
Description

Amount

DetailType
ItemBasedExpenseLineDetail.ItemRef.value
SalesItemLineDetail.ItemRef.name
UnitPrice
Qty



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ServerVariables.AP_Account_ID
ServerVariables.AP_Account_Name



APAccountRef
APAccountRef.value

APAccountRef.name



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ServerVariables.Vendor_ID
ServerVariables.Vendor_Name



VendorRef
VendorRef.value

VendorRef.name



Currency
Currency.Mnemonic
Currency.Name



CurrencyRef
CurrencyRef.value

CurrencyRef.name


CreatedAtMetaData.CreateTime
UpdatedAtMetaData.LastUpdatedTime


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titlePayment Entity

For BSS Payments entities we support both push and pull method.

Below table presents property mapping between BSS Payment entity and Quickbooks payment entity

Payment (BSS entity)Payment (Qb entity)

PaymentDate

TxnDate
ServerVariables.Payment_StatusTxnStatus
AmountTotalAmt


PaymentInvoices
Amount
Invoice.IntegrationId
"Invoice"



Line[0...n]
Amount
LinkedTxn.TxnId
LinkedTxn.TxnType



Currency
Currency.Mnemonic
Currency.Name



CurrencyRef
CurrencyRef.value

CurrencyRef.name


CreatedAtMetaData.CreateTime
UpdatedAtMetaData.LastUpdatedTime