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Objects and Fields Mapped between Chargebee and QuickBooks 

This page helps you understand the objects and field mapping between Chargebee and QuickBooks.

Customer

Note

Source Entity - Chargebee Customer

Supported Actions - Create and Update

Unsupported Actions - Delete

The following table provides information on the customer object fields mapped between Chargebee and QuickBooks:

QuickBooks Online (QBO) Target Field Chargebee Source Field
Fax, Note and other Mapped based on the custom fields defined in the backend configuration.
Display Name Based on configuration
BillingAddrss billingAddress
CompanyName company
currency currencyCode
PrimaryEmailAddr email
GivenName firstName
Notes id
FamilyName lastName
PrimaryPhone phone
PrimaryTaxIdentifier vatNumber / billingAddress.country Based on the configuration. Note: If useCountryForVatNumber is enabled, then vat_number_prefix is given preference else billingAddress of the country is applied.

QuickBooks Item Mapping 

In QuickBooks, Item is the object name for Plans/Addons in Chargebee.

Note

Source Entity - Chargebee Item/ Plan/ Addon

Supported Actions - Create and Update

Unsupported Actions - Delete

The following table provides information on the Line Item level mapping done between Chargebee and QuickBooks:

QBO Target Field Chargebee Source Field Additional information
Unit Price Computed based on price and currencycode Unit price is set based on the currency.
Name plan.sku / plan.name addon.sku / addon.name itemPrice.sku / itemPrice.name sku is given preference over name.
Sku itemPrice.id / plan.sku / addon.sku
Description description
IncomeAccountRef accountcode
Taxable taxable

QuickBooks Invoice 

Note

Source entity - Invoice
Supported actions - Create, Update, Void, Delete
Unsupported Actions - None

The voided Invoices as Credit Notes are synced only if sync_voided_invoice_as_credit_note is enabled.

The following table provides information on the Invoice mapping done between Chargebee and QuickBooks:

QBO Target Field Chargebee Source Field Additional information
PoNumber poNumber/customerId Mapped based on the backend configuration. Note: If AdditionalConfig is enabled then we set customerId else poNumber.
DocNumber id Mapped based on the backend configuration.
DueDate dueDate
TxnDate date
CurrencyRef currencyCode
ExchangeRate exchangeRate Note : If base and Invoice currencies do not match then we apply the exchange rate.
ShipAddress or Physical Address / Billing Address shippingAddress / Billing address Mapping is available in the Address mapping section.
ApplyTaxAfterDiscount true Note: If flag is set to True, subtract the discount first and then calculate the Sales tax.
PrivateNote idAtGateway/referenceNumber Configured based on the backend configuration. Note : If the AdditionalConfig add_gw_txn_id_in_inv_memo is enabled we append the idAtGateway. If there are multiple transactions all of them are appended with the gatewayId or referenceNumber.
Line LineItems Refer to the Item list section shown below for more details.
GlobalTaxCalculation priceType
TxnTaxDetail Mapped based on the tax mapping and tax line item details.
Custom field
Definition Id Mapped based on the backend configuration. Note :If use_customer_id_as_po AdditionalConfig is enabled. Set the value defined as part of custom_field_id_for_po
Name Mapped based on the backend configuration. Note : If use_customer_id_as_po AdditionalConfig is enabled. Set the value defined as part of custom_field_name_for_po.
Type STRING_TYPE
String Value customerId

QuickBooks Customer Address Mapping 

Chargebee passes this information derived from Invoice billing or shipping address while syncing Invoices.

QBO Target Field Chargebee Source Field
Country country
Email address billingAddress.email
Line1 firstName, lastName, or company
Line2 line1
Line3 line2
Physical Address
billEmail billingAddress.email
city city
countrySubDivisionCode stateCode
line4 line3
line5 email / phone
postal code zip

QuickBooks Credit Memo 

Note

Source entity - Credit Note
Supported actions - Create and Update
Unsupported Actions - None

The following table provides information on Credit Note mapping between Chargebee and QuickBooks:

QBO Target Field Chargebee Source Field
DocId id
TxnDate date
CurrencyRef currencyCode
ExchangeRate exchangeRate
ApplyTaxAfterDiscount true Note: If flag is set to True, subtract the discount first and then calculate the Sales tax.
PrivateNote idAtGateway / referenceNumber

QuickBooks Transaction 

Based on the transaction type, we will map the fields to either payment or refund within QuickBooks.

Note

Source Entity - Chargebee Transaction
Supported Actions - Create, Update, deletion of transactions is available based on additional config allow_transaction_delete

The following table provides information on the Transaction mapping done between Chargebee and QuickBooks:

QBO Target Field Chargebee Source Field Additional information
TxnDate settled_at or txn Date If delayed_settlement_payment_methods enabled, transaction will not be synced unless settled.
Private Note referenceString
PaymentRefNum CB internal Id
DepositToAccountRef Based on Gateway mapping defined in the configuration
totalAmt Computed based ontxnAmount and currency Note : Value is adjusted if it is a zero decimal currency.
currencyRef currencyCode
PaymentMethodRef card/offline
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