QuickBooks Customer and Vendor Setup

The Plugin imports the QuickBooks customers and vendors into IntelliTrack. When it imports them, it maps the fields from the QuickBooks customer or vendor form to the IntelliTrack customer or vendor form. The table below shows the corresponding QuickBooks and IntelliTrack fields for the customer or vendor.

QuickBooks and IntelliTrack Customer or Vendor Fields

QuickBooks Field	IntelliTrack Field
Customer Name or Vendor Name (when the Customer or Vendor has both a Customer Name or Vendor Name and a Company Name or when the Customer or Vendor has a Customer Name or Vendor Name and no Company Name)	Company Name
Company Name (when the Customer or Vendor does not have a Customer Name or Vendor Name)	Company Name
Main Email	Email
Main Phone	Telephone
Address Details Portion of the Form: Billed From/Shipped From Box Invoice or Bill To/Ship To Box Up to three Address lines above the City, State, Zip/Postal Code (see "Recommended Address Formats for Customer and Vendor Record" for more information on formatting a customer address or a vendor address in QuickBooks so that the address transfers to IntelliTrack in a suitable format)	Address1 field, Address2 field, Address3 field
City	City
State	State
Zip/Postal Code	Zip/Postal Code
Country/Region	Country
Full Name	Contact Name

Customer or Vendor Address

It is important to understand how the plugin maps the customer address and the vendor address from QuickBooks to IntelliTrack so that the address is imported from QuickBooks to IntelliTrack in a meaningful format.

The plugin maps the customer address and the vendor address from QuickBooks to IntelliTrack in this manner: the city, state, and zip/postal code in the QuickBooks address are imported into the City, State and Zip/Postal Code fields in the IntelliTrack Customer form or Vendor form. The 3 lines above this information in the QuickBooks address are imported into IntelliTrack as Address1, Address2, and Address3 whether they contain information or whether they are blank. Because of this, the QuickBooks address MUST BE in a SPECIFIC FORMAT in order to import properly into IntelliTrack; see "Recommended Address Formats for Customer and Vendor Record" for the recommended formats.

Recommended Address Formats for Customer and Vendor Record

In order for the QuickBooks address to import correctly into IntelliTrack, it must be in one of the following formats:

Recommended Address Formats in QuickBooks

Format	Field Order	QuickBooks Address	IntelliTrack Address
Format 1	ADDRESS1, ADDRESS2, ADDRESS3, CITY, ST, 12345
Format 2	ADDRESS1, ADDRESS2, CITY, ST, 12345
Format 3	ADDRESS1, CITY, ST, 12345 or BLANK LINE ADDRESS1, CITY, ST, 12345 or BLANK LINE, BLANK LINE, ADDRESS1, CITY, ST, 12345
Format 4	ADDRESS1, ADDRESS2, BLANK LINE, CITY, ST, 12345
Format 5	ADDRESS1, BLANK LINE, BLANK LINE, CITY, ST, 12345