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

• Log in to your Chargebee site.
• Navigate to Apps > QuickBooks.
• Click Manage record mapping.
  

Step 2: Map objects between Chargebee and QuickBooks

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

Mapping fields between Chargebee and QuickBooks

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.

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.