Sync from CCH iFirm to QuickBooks Online - Create a new QBO contact

Here is a list of fields that can be sent to QuickBooks Online from CCH iFirm when a contact’s information is synchronized and a new QuickBooks Online contact is created.

CCH iFirm

QuickBooks Online

Title

First Name

Last Name

Name

Company

Mailing Name

Display name as

Notes: When the Mailing Name field is empty, QuickBooks Online will populate the Display Name field as follows:

For Individual and Sole Proprietor type contacts in CCH iFirm, the Title, First Name and Last Name fields will be concatenated in the Display name field in QuickBooks Online.

For all other type of contacts, the Name field will become the Display name field.

Postal Address

Number

Apt

Street

Billing Address – Line 1

(Apt - Number Street)

Postal Address

PO Box

Billing Address – Line 2

(PO Box RR)

Postal Address

City/Town

Billing Address

City/Town

Postal Address

Province

Billing Address

State/Province

Postal Address

Postal Code

Billing Address

Postal Code

Postal Address

Country

Billing Address

Country

Physical Address

Number

Apt

Street

Note: If the Physical Address field is empty in CCH iFirm, the Shipping Address field in QuickBooks Online will be overridden so as to be empty and the Same a billing address check box will be cleared.

Shipping Address – Line 1

(Apt - Number Street)

Physical Address

PO Box

Shipping Address – Line 2

(PO Box RR)

Physical Address

City/Town

Shipping Address

City/Town

Physical Address

Province

Shipping Address

State/Province

Physical Address

Postal Code

Shipping Address

Postal Code

Physical Address

Country

Shipping Address

Country

Billing Details:

Invoice/Statement Delivery
- By Email

Payment and billing table:

Preferred delivery method
- Send Later

Billing Details:

Invoice/Statement Delivery
- By Post

Payment and billing table:

Preferred delivery method
- Print Later

E-mail

Home Phone

Phone

Mobile

Fax

Work Phone

Other

Website