Mapping is a feature that LodgeiT information is sync to 'QuickBooks Online' client details. Learn more here

ADDRESS

LodgeiT maps address in the following way:

  • Business/Residential Address (LodgeiT) -> Shipping Address (QuickBooks Online Accoutant)
  • Postal Address (LodgeiT) -> Billing Address ('QuickBooks Online Accoutant')


You can use "Same as Business" option in LodgeiT to make postal address the same as business in LodgeiT. Then it will be synced to the 'QuickBooks Online Accountant'  as described above.

EMAIL

In LodgeiT client may have multiple emails. In 'QuickBooks Online'  due to restrictions - only one email, but it's possible to write few emails in one field using comma separator (as per 'QuickBooks Online'  documentation).


PHONE/CONTACT NUMBER

In LodgeiT when add new client the initial phone number is considered as primary. The user may change it to mobile phone in "Client Settings"s in LodgeiT so it will be reflected in 'QuickBooks Online'  as mobile number.


Other related article:

'QuickBooks Online' Client Sync - Import

Synchronise Client Details from LodgeiT to 'QuickBooks Online'