Integrations
      Back to home
      1. Allmoxy
      2. Financial / Accounting
      3. Integrations

      Recommended Field Mappings for Transaction Pro or Saasant

      Do you have a guide for mapping my fields in Transaction Pro?

      Yes! Here is a quick run down 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
      • Item>Export Class
      • Description>Item Name
      • Price>AMT
      • Sales Tax Item>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 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.