Linked QuickBooks Online (QBO) contact field mapping

Enabled the “Create a linked QBO customer when creating an organization?” or “Update a linked QBO customer when editing an organization?” options on your integration screen? This is how values are mapped between Current RMS organizations and QBO contacts:

View table in Google Sheets

Linked QBO customers are only created or updated when you create or edit an organization in the web interface, not when performing an import.

Invoice numbers

Our integration creates invoices and credit memos in QBO using the invoice and credit number from Current RMS.

If your QBO account has “Custom transaction numbers” turned on, you’ll need to make sure that your invoice numbers don’t overlap with those in Current RMS. You can find this setting in your QuickBooks under Company Settings > Sale. 

Even with this option turned off, we recommend that you set your systems up so that invoice numbers aren’t duplicated.

Set your invoice numbering sequence in Current RMS in System Preferences.

Invoice tax

Current provides a choice of tax calculation in System Preferences. You should choose the options below to provide consistency with your edition of QBO

🇺🇸  QuickBooks Online US edition

The following options provide consistency with the US edition of QBO.

  • Tax Calculation Method Based On: “Total”
    This option is the equivalent to the QBO US edition tax calculation method which calculates tax based on the total charge of the taxable invoice lines.
  • Apply Customer Tax: “Before Discount” or “After Discount”
    Both options are supported by the QBO US edition.
  • Catalog Prices: “Excluding Tax”
    This is the only option supported by the QBO US edition.

🌍  QuickBooks Online Global Edition

The following options provide consistency with the Global editions of QBO for Canada, Australia and the United Kingdom.

  • Tax Calculation Method Based On: “Row Total”
    This option is the equivalent to the QBO Global editions tax calculation method which calculates tax on a line by line basis, rounds the values then sums them together.
  • Apply Customer Tax: “After Discount”
    This is the only option supported by the QBO Global editions.
  • Catalog Prices: “Excluding Tax” or “Including Tax”
    Both options are supported by the QBO Global editions.
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