Field Mapping & Value Translations

Many fields in QuickBooks Online are mapped by default as part of the basic interface (My Interface). If you want more control over how data is translated from QuickBooks Online into shipment fields, you can add or customize field mapping and value translations to suit your company's needs.

Map the Ship Via

A common field map is from "Ship Via" in QuickBooks Online to a type of service field in the carrier system, such as Domestic Service. In order to have the Service automatically populated when you import a QuickBooks Online document, you map the QuickBooks Online field to the carrier field and then provide the list of Ship Via values used in your QuickBooks Online company.

1. Open ShipGear Exchange, click the Customize Interface button, and select a source document.
2. Select the Domestic (or International) Service.
3. Set the Source field to QuickBooks Online and the source document field (Invoice, Sales Receipt) to Ship Via.
4. Click the "Click here to update Value Translations" link to add Ship Via values.
   
   
   
   
   
   
5. On the Value Translations dialog, click the Update "Ship Via" Values button.
   
   
   
   
   
   
6. Type the values directly into the text area, pressing Enter after each value. Click OK when you're finished.
   
   
   
   
   
   
7. The Ship Via values you entered appear in the Values dialog on the left. Now assign the equivalent values in the carrier system to the Ship Via values you added.
   
   
   
   
   
   
8. Click OK and then click Apply to save your changes.

More Info

For in-depth information about Customize Interface, field mapping, and value translations, see the ShipGear Exchange Help.