Here is a quick rundown of how to map the necessary QuickBooks Fields to "Import File Columns" (Allmoxy Invoices), when exporting using Transaction Pro.
Recommended Field Mappings:
- QuickBooks>Allmoxy (Import File Columns)
- Customer>Company Name
- Transaction Date>Charge Date
- RefNumber>Invoice ID
- BillTo Line1>Company Name
- BillTo Line2>Address
- BillTo Line3>Address2
- BillTo City>City
- BillTo State>State
- BillTo PostalCode>ZIP
- ShipTo Line1>Invoice Name
- Shipping Line 2> Shipping Address
- Shipping Line 3 > Shipping Address 2
- Shipping City > Shipping City
- Shipping State > Shipping State
- Shipping Zip > Shipping Zip
- Line Item>Export Class
- Line Description>Item Name
- Line>AMT
-
Sales Tax Item OR Sales Tax Rate>Tax Code **If Tax Code doesn't match the value that Allmoxy is bringing over, you can set a Default Value in Transaction Pro mapping if it's just 1 state; otherwise, you need to rename the Sales Tax (ie New York Tax) in Quickbooks to match what Allmoxy provides (ie NY Sales Tax)**
If the invoice in Quickbooks is selecting the correct Tax Code (ie UT Sales Tax) but not evaluating a sales tax amount, make sure that Line Taxable is mapped to Taxable.
**If you haven't already, please be sure to first watch the video here on how to import Allmoxy data into QuickBooks using Transaction Pro for a step-by-step tutorial on the entire process.
