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 |