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Chargebee provides a user-friendly interface to manage Object-to-Record mapping for QuickBooks integration.
Once you click the Manage record mapping, it redirects you to the Map Objects with QuickBooks page.
From the drop-down menu, select the object type (customers, invoices, credit notes, or transactions) for mapping.
Click on the Download CSV.
An empty CSV with the following column headers is created.
| CSV Headers |
Description |
|---|---|
| Chargebee <entity> ID |
Chargebee Customer/Invoice/Credit Note/Transaction ID |
| QuickBooks <entity> API ID |
Customer/Invoice/Credit Note/Transaction ID |
| QuickBooks <entity> ID |
Customer/Invoice/Credit Note/Transaction ID |
CSV Headers are case-sensitive and are prepopulated in the CSV template.
The following table displays the fields available that can be used to map entities between Chargebee and QuickBooks.
| QuickBooks Field |
Chargebee Object Type |
QuickBooks Record type |
|---|---|---|
| Display Name |
Customer |
Customer |
| Invoice No. |
Invoice |
Invoice |
| Credit Memo No. |
Credit Note |
CreditMemo |
| Purchase No. |
Transaction (Refunds) |
Purchase |
| Reference No. |
Transaction (Payment) |
Payment |
Click Upload mapped CSV to upload the mapping changes.
Once the mapping process is complete the following screen is displayed.
Any errors in the data provided get captured in a new CSV file that can be downloaded by clicking Download Errors.
