QuickBooks Online Integration: Field Mapping Guide

Connecting Tradogram with QuickBooks Online (QBO) ensures your procurement data stays synchronized with your accounting records. This guide breaks down exactly how data fields map between the two platforms during "Pushes" (sending records to QBO) and "Pulls" (importing data into Tradogram).

See the full integration mapping outline here

Data Pushed from Tradogram to QuickBooks

When a sync occurs, Tradogram sends document data to QuickBooks Online to generate matching financial records.

Invoice Records (Mapped as Bills in QBO)

Tradogram Field		QuickBooks Online Field
Invoice Number	→	Bill no.
Invoice Date	→	Bill date
Due Date	→	Bill date
Vendor	→	Vendor/Supplier
Vendor Address	→	Mailing Address
Items	→	Item or Category details
GL Account	→	GL Account
Project	→	Customer
Project Line	→	Project
Department	→	Class
Discount / Fee	→	As Line Item
Tax	→	Sales Tax
Total	→	Total
Payment Terms	→	Terms
Invoice Notes	→	Memo
Invoice Files	→	Attachments

Purchase Orders

Tradogram Field		QuickBooks Online Field
Name (PO Name)	→	No.
Issued On	→	Purchase Order date
Vendor	→	Vendor/Supplier
Vendor Address	→	Mailing Address
Delivery Address	→	Shipping Address
Items	→	Item or Category details
GL Account	→	GL Account
Project	→	Customer
Project Line	→	Project
Department	→	Class
Discount / Fee	→	As Line Item
Tax	→	Sales Tax
Total	→	Total

Expense Records (Mapped as Bills in QBO)

Tradogram Field		QuickBooks Online Field
Expense Number	→	Bill no.
Expense Date	→	Bill date
Vendor	→	Vendor/Supplier
Vendor Address	→	Mailing Address
Delivery Address	→	Shipping Address
Items	→	Category details
GL Account	→	GL Account
Project	→	Customer
Project Line	→	Project
Department	→	Class
Total	→	Total

Items & Products

Tradogram Field		QuickBooks Online Field
Name	→	Name/Classification
Purchase Price	→	Cost
Item Number	→	SKU
GL Account	→	Expense Account

Data Pulled from QuickBooks to Tradogram

To keep your Tradogram workspace up to date, the following master data is pulled from your QuickBooks Online account at set intervals configured in your settings.

Items & Products

Tradogram Field		QuickBooks Online Field
Name	→	Name/Classification
Purchase Price	→	Cost
Item Number	→	SKU
GL Account	→	Expense Account

Vendor/Supplier

QuickBooks Online Field		Tradogram Field
Display name as	→	Company Name
First/Last Name	→	Name
Email	→	Email
Address	→	Postal Address

Project

QuickBooks Online Field		Tradogram Field
Customer	→	Project Name
Projects	→	Project Lines

GL Accounts (COGS and Expense)

QuickBooks Online Field		Tradogram Field
GL Account Name	→	GL Account Name
GL Account Number	→	GL Account Number

‍

Integration Notes

Unified Integration: This mapping applies to all Tradogram accounts using the QuickBooks Online integration.‍
Mapping Accuracy: Ensure that your GL Accounts and Vendor names are finalized in QuickBooks to ensure they pull into Tradogram correctly.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Tags:

No items found.

Categories