Record Mapping in QuickBooks

Chargebee provides a user-friendly interface to manage Object-to-Record mapping for QuickBooks integration.

Key benefits include:

• Migrating smaller data batches at your convenience.
• Correcting incorrect record mappings post-migration.

Setting up the Record Mapping feature

Step 1: Set up the Integration

1. Log in to your Chargebee site.
2. Navigate to Apps > QuickBooks.
3. Click Manage record mapping.
   

Step 2: Map Objects Between Chargebee and QuickBooks

Once you click Manage record mapping, the system redirects you to the Map Objects with QuickBooks page.

1. From the drop-down menu, select the object type (customers, invoices, credit notes, or transactions) for mapping.
   
2. Click Download CSV.
3. The system creates an empty CSV with the following column headers:
   

Mapping fields between Chargebee and QuickBooks

The following table displays the available fields that can be used to map entities between Chargebee and QuickBooks.

Step 3: Upload and Complete Mapping

1. Click Upload mapped CSV to upload the mapping changes.

   

2. Once the mapping process is complete, the following screen displays:

   

   Any errors in the provided data are captured in a new CSV file that can be downloaded by clicking Download Errors.

Possible Errors in QuickBooks

• Chargebee ID is mandatory.
• QuickBooks ID or API ID is mandatory.
• Chargebee ID is invalid.
• QuickBooks ID is invalid.
• QuickBooks API ID is invalid.

After fixing these errors, reupload the CSV file.