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⚙ > Connectors > Quickbooks > Custom fields

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/FlowFitTMS/#/quickbooks/custom-fields

 

 

⚙ > Connectors > Quickbooks > Custom fields

How to map FlowFit system fields or custom fields to Quickbooks custom fields

 

Pro tip:
If you have configured custom fields under ⚙ > General > Custom Fields, you may want to take note of your finance-related custom fields names for mapping purposes.

 

 

  1. Go to ⚙ > Connectors > Quickbooks > Custom fields.

  2. Click on Add.

  3. Select a Quickbook custom field and its FlowFit field equivalent.

  4. Click on Save.

 

How to export the list of mapped fields

  1. Go to ⚙ > Connectors > Quickbooks > Custom fields.

  2. Click on More.

  3. Select PDF or Excel export.

 

⚙ > Connectors > Quickbooks > Custom fields - documentation.consoltec.ca - Confluence (atlassian.net)

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