QuickBooks Desktop: Mapping to MineralTree


Audience: QuickBooks Desktop Admin and Accounting Manager

Accounting System: QuickBooks Desktop

Topics Covered: Reviews mapping fields to show how each field is represented in MineralTree and in QuickBooks Desktop.

 

Company

QuickBooks Desktop MineralTree
Debit Accounts Debit Accounts
GL Accounts GL Accounts
Items Items
Classes Classes
Job Job
Vendor Terms Vendor Terms
Bills Invoices
Credits Credits
Payments Payments

 

Vendors

QuickBooks Desktop MineralTree
Vendor Name Vendor Name
Address Line 1 Address Line 1
Address Line 2 Address Line 2
Address Line 3 Address Line 3
Address Line 4 Address Line 4
Address Line 5 Address Line 5
City City
State/Province State/Province
Post Code Post Code
Country Country
Phone Phone
Fax Fax
Email Contact Email
Account No. Account Number
Print Name on Check As Print on Check As
Expense Accounts (Only 1st field syncs) GL Account
Payment Terms Terms
Currency Currency

 

Bills (Invoices in MineralTree)

QuickBooks Desktop MineralTree
Vendor Vendor Name
Ref. No. Invoice Number
Currency Transaction Currency
Date Invoice Date
Amount Due Gross Amount
Bill Due Due Date
Terms Terms
Memo Memo
Account (Line-level, expense only) Account (Line-level, expense only)
Class (Line-level) Class (Line-level)
Job (Line-level) Job (Line-level)
Billable Checkbox (Line-level) Billable Checkbox (Line-level)
Description (Line-level) Description (Line-level)
Amount (Line-level) Net Amount (Line-level)
Item (Line-level) Item (Line-level)
Quantity (Line-level, items only) Quantity (Line-level, items only)
Cost Per (Line-level, items only) Cost Per (Line-level, items only)

 

Payments

QuickBooks Desktop MineralTree
Vendor Name Vendor Name
Amount Amount
Payment Date Payment Date
Payment Type Payment Type
Payment Number Payment Number
Paid From Account Paid From Account

 

Customer Support
Please reach out to Customer Support with any questions:
 
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