JobsiteOn

QuickBooks Entity Mapping

Detailed mapping of how JobsiteOn entities and fields correspond to QuickBooks Online entities, with customization options.

Ethan Rivera
Written by Ethan RiveraUpdated over a month ago3 min readIntermediate

What this guide covers

This guide provides a detailed reference for how JobsiteOn entities and fields map to QuickBooks Online entities. You will learn the default mappings, how to customize them, and what to do when a direct mapping does not exist.

Entity-level mapping

JobsiteOn entity QuickBooks entity Sync direction
Contacts Customers Bi-directional
Invoices Invoices JobsiteOn to QB
Pricebook items Items JobsiteOn to QB
Payments Payments Bi-directional

Screenshot: A diagram showing the four entity relationships between JobsiteOn and QuickBooks, with arrows indicating sync direction.

Contact to Customer field mapping

JobsiteOn field QuickBooks field Notes
Full Name Display Name Must be unique in QB
Email Primary Email Used for matching
Phone Primary Phone
Mobile Mobile Phone
Company Company Name
Street Address Bill Address Line 1
City Bill Address City
State Bill Address State
ZIP Bill Address Postal

Invoice field mapping

JobsiteOn field QuickBooks field Notes
Invoice Number Doc Number
Customer Customer Ref Linked by contact sync
Line Items Line Items Mapped by pricebook item
Subtotal Calculated
Tax Tax Line Uses QB tax settings
Total Total Amount
Due Date Due Date
Notes Private Note

Animation: Hovering over each field mapping row to highlight the corresponding field in a side-by-side invoice view.

Pricebook Item to Item field mapping

JobsiteOn field QuickBooks field Notes
Name Name Matched by exact name
Description Description
Unit Price Unit Price
Type (Service/Part) Type Service or NonInventory

Customizing field mappings

  1. Go to /settings > Integrations > QuickBooks Online.
  2. Click the Field Mappings tab.
  3. Each mapping row has a dropdown to change the target field.
  4. Select Do Not Sync to exclude a field entirely.
  5. Click Save.

Tip: Only customize mappings if the default does not meet your needs. The defaults cover the most common use cases and minimize configuration.

Fields that do not map

Note: If you need a field that does not have a default mapping, check if the QuickBooks entity has a custom field or memo field you can use as a target.

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