Eleo Fields Sent to QuickBooks
How Eleo Sends Data to QuickBooks 2.0
Here’s a breakdown of which fields in Eleo map to which fields in QuickBooks.
1. QuickBooks Customer
This is the contact information Eleo sends to create or match a customer in QuickBooks.
| From Eleo | Goes to QuickBooks as… |
|---|---|
| Contact Organization | Company Name |
| Contact Title + First + Middle + Last + Suffix | Display Name |
| Contact Last Name | Family Name |
| Contact First Name | Given Name |
| Contact Middle Name | Middle Name |
| Contact Title | Title |
| Contact Suffix | Suffix |
| Contact Primary Address (Street, City, State, Zip, Country) | Billing Address |
| Contact Phone | Phone |
| Contact Email |
2. QuickBooks Invoice
These fields create the invoice in QuickBooks when a gift is sent from Eleo.
| From Eleo | Goes to QuickBooks as… |
|---|---|
| Gift Date | Transaction Date |
| Gift Number | Description |
| Gift Amount | Amount |
| “SalesItemLineDetail” | Detail Type |
| Gift Fund’s QB Credit Account ID | Sales Item Line Detail |
3. QuickBooks Payment Transaction
This is how Eleo passes payment details to QuickBooks.
| From Eleo | Goes to QuickBooks as… |
|---|---|
| Contact QB Customer ID | Customer Reference |
| Gift Date | Transaction Date |
| Gift Amount | Total Amount |
| Gift Fund’s QB Debit Account ID | Deposit To Account Reference |
| Gift Type’s QB Payment Method ID | Payment Method Reference |
| Gift Reference | Payment Reference Number |
| Gift Fund’s Credit Account ID | AR Account Reference |
4. QuickBooks Invoice/Debit Line
This connects the payment to the correct invoice in QuickBooks.
| From Eleo | Goes to QuickBooks as… |
|---|---|
| Gift Amount | Amount |
| “PaymentLineDetail” | Detail Type |
| “Invoice” | Linked Transaction |