Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks.

QuickBooks: Edit Customer windowQuickBooks: Edit Customer window

Customer Data

The following chart shows the CRM field in iPoint and the corresponding field in QuickBooks on the Edit Customer window.

iPoint Data QuickBooks Data QB Customer tab
Customer Name Customer Name Header
First Name First Address Info
Last Name Last Address Info
Company Company Name Address Info
Customer Type Customer Type Additional Info
Sales Rep Rep Additional Info
Tax Rate Tax Item Sales Tax Settings
Terms Payment Terms Payment Settings
Bill To Address Invoice/Bill To Address Info
Job Site Address Ship To Address Info
iPoint Data QuickBooks Data
Main Phone Main Phone
Mobile Mobile
Work Phone Work Phone
Alt Phone Alt Phone
Alt Mobile Alt Mobile
Main Email Main Email
CC Email CC Email
Alt. Email 1 Alt. Email 1
Alt. Email 2 Alt. Email 2
Website Website
Facebook Facebook
Twitter Twitter
Skype ID Skype
LinkedIn LinkedIn
Other 1 Other 1
Other 2 Other 2

Note: Contact methods are a series of dropdown fields in iPoint CRM and QuickBooks Address Info. To get the fields to transfer correctly, you need to adjust the dropdowns in QB to match the fields you’ve selected in iPoint.

QuickBooks: Edit Item WindowQuickBooks: Edit Item Window

Item Data

The following chart shows the Item fields in iPoint and the corresponding fields in QuickBooks on the Edit Item window.

iPoint Data QuickBooks Data Comments
Inventory Type Type  
Item Name Item Name/Number  
Sub item of Subitem of  
Manufacturer Part Number Manufacturer’s Part Number  
Units Unit of Measure This field is not enabled by default in QuickBooks
Purchase Information    
Desc. Purchase Description on Purchase Transactions  
Hard Cost Cost  
COGS Account COGS Account  
Choose Default Vendor Preferred Vendor  
Sales Information    
Desc. Sales Description on Sales Transactions  
Unit Price ISales Price  
Taxable Tax Code  
Markup Markup  
Margin Margin  
Inventory Information    
Asset Account Asset Account  
Archive Item is inactive  

QuickBooks: Edit Vendor windowQuickBooks: Edit Vendor window

Vendor Data

iPoint Data QuickBooks Data Vendor tab
Company Name Company Name Address Info
Primary Contact does not sync  
Main Phone Description does not sync  
Main Phone Number Main Phone Address Info
Primary Email Description does not sync.  
Primary Email Main Email Address Info
Fax Number Fax Address Info
Second Phone Description does not sync  
Second Phone Number Alt. Phone Address Info
Email 2 Description does not sync  
Email 2 CC Email Address Info
Website does not sync  
Address Info    
Address Name Billed From Address Info
Street Billed From Address Info
City Billed From Address Info
State Billed From Address Info
Zip Billed From Address Info
Country does not sync  
Additional Phone, Email, Addresses does not sync  
Details tab    
Account # Account No. Payment Settings
Terms Payment Terms Payment Settings
Freight does not sync  
Default Shipping Speed does not sync  
Notes tab    
Notes added Notes Notes tab on the Vendor Information screen

QuickBooks ListsQuickBooks Lists


Five system settings are typically set up in QuickBooks and imported into iPoint. However, in some situations, you might need to create the list detail in iPoint and push it to QuickBooks. You’ll sync these details from the Lists tab in Settings > QuickBooks.

This chart is a description of the mapping of those details.

iPoint Data Location in QuickBooks
Payment Methods QB Menu: Lists > Customer & Vendor Profile List > Payment Method Lists
Payment Terms QB Menu: Lists > Customer & Vendor Profile List > Terms List
Tax Rates QB Menu: Lists > Item List > Sales Tax Item
Tax Codes QB Menu: Vendors > Sales Tax > Sales Tax Code List
Class QB Menu: Lists > Class List
iPoint Version: 11.0419
Last modified: 22 Apr 2022

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