Lookup Table: From QuickBooks Online

You can upload a variety of lists from QuickBooks Online using Sync & Save.


Lookup table jobs will be loaded with a default list of fields. Click Edit to customize the list of fields. Field names must exactly match the field names below, but can be listed in any order. Field names should be separated by a comma.

Customizable fields are available beginning with version 1.13.13.

Changing an Existing Lookup Table


See this knowledge base article for instructions on changing the columns in an existing lookup table.

Filtering Records


See this knowledge base article for instructions on filtering records.

Customer Fields

  • Id
  • DisplayName
  • Title
  • FirstName
  • MiddleName
  • LastName
  • CompanyName
  • Notes
  • ResaleNum
  • TaxCode
  • Taxable
  • TaxRate
  • PaymentMethod
  • DeliveryMethod
  • Terms
  • BillAddress1
  • BillAddress2
  • BillAddress3
  • BillAddress4
  • BillCity
  • BillState
  • BillPostalCode
  • BillCountry
  • ShipAddress1
  • ShipAddress2
  • ShipAddress3
  • ShipAddress4
  • ShipCity
  • ShipState
  • ShipPostalCode
  • ShipCountry
  • PrimaryPhone
  • AlternatePhone
  • Mobile
  • Fax
  • PrimaryEmailAddr
  • WebAddr
  • Active

Vendor Fields

  • Id
  • DisplayName
  • Title
  • FirstName
  • MiddleName
  • LastName
  • Suffix
  • CompanyName
  • Notes
  • Terms
  • AccountNum
  • TaxId
  • BillAddress1
  • BillAddress2
  • BillAddress3
  • BillAddress4
  • BillCity
  • BillState
  • BillPostalCode
  • BillCountry
  • PrimaryPhone
  • AlternatePhone
  • Mobile
  • Fax
  • PrimaryEmailAddr
  • WebAddr
  • Active

Item Fields

  • Id
  • Name
  • Type
  • SKU
  • Category
  • Taxable
  • Price
  • Description
  • PurchaseDescription
  • PurchaseCost
  • QtyOnHand
  • QtyOnPurchaseOrder
  • QtyOnSalesOrder
  • Active

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