2022
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This section illustrates a typical QuickBooks Unit Of Measurement configuration for all the ITEM List and how the same can be replicated in Salesforce under Products which is an equivalent of QuickBooks ITEMS List. The following section illustrates Unit Of Measure, Base Unit and Related Unit
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Unit ofmeasure set, base unit, related unit |
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Measure Set, Base Unit, Related Unit |
The first unit defined in a unit of measure set and is usually the smallest unit of measure used for an item when purchasing it, tracking it in inventory, and selling it. In QuickBooks, the base units of items are used to count inventory, generate most inventory reports, and perform quantity-related calculations.
Important: When you create an inventory item, the cost, sales price, and on hand quantity you enter are all for the base unit.
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A unit defined by the number of base units it contains. For example, if the base unit is foot, a related unit might be yard, which is defined as containing three feet.
Related units make it possible to show quantities of the same item in different measurements in different places in QuickBooks. For example, you might purchase an item called Cable in spools, count that item in inventory by the foot, and sell it by the yard. By creating a unit of measure set with a base unit of foot and related units of spool (containing 500 feet) and yard, you can enter a quantity of spools on a purchase order, show the item in feet on inventory reports, and enter a quantity of yards on an invoice.
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Consists of a base unit and any number
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This section illustrates the field mappings required for QuickBooksInvoice integration based on SalesTaxCode configuration in QuickBooks.
In order to ensure a seamless integration of a transaction with SalesTaxCode DBSync will require the following information from Salesforce to integrating the same into QuickBooks.
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QuickBooks |
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ItemTaxCode | Y | ItemSalesTaxRef | Y | This field should be on the Opportunity object and the NAME should match with the QuickBooksSalesTaxCode list at all times |
Customer Tax Code | N | CustomerSalesTaxCodeRef | N | This field should be on the Opportunity object and the NAME should match with the QuickBooksCustomerTaxCode list at all times |
SalesTaxCode | Y | SalesTaxCodeRef | Y | This field should be on the Opportunity Products object and again should match with QuickBooks available list. |
TaxAmount | N | TaxAmount | N | Should be on the Opportunity Products Object |
CheckBox | N | IsTaxable | N | Should be on the LineItem level. |
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