Work 365

QuickBooks Online Product Catalog Mapping

43 views April 24, 2020 0

When syncing invoices from Work 365 to QuickBooks Online (QBO) it is important that the product lines referenced in the invoice will map to existing products in QBO.

Note: If a product exists in the CRM product catalog, but not in QBO, when the invoice is synced to QBO Work 365 will create the new products in QBO

Note: If a subscription does not have the “Product” field filled in, the subscription is a “write-in” subscription, and when the invoice syncs to QBO, the system will leverage the Write-in Product mapping as defined on the QBO connector configuration.

 

To ensure mapping of the product catalogs in CRM and QBO, the “Product ID,” of the Work 365 product form, must match exactly to the SKU field in QBO of the same product.

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