Contacts and QuickBooks Integration

When you use DPS and QuickBooks Online, the contact that you enter for a customer or vendor in QuickBooks Online is added as a contact in DPS.

In QuickBooks Online in Sales > Customers and Expenses > Vendors, if you enter a first name, last name, and company name in the fields on the Customer or Vendor Information screen, then a contact with that name is added to the Contacts tab in DPS Firms hub in Hubs > Firms for the customer or vendor. The contact is also added as a contact record in the DPS Contacts hub in Hubs > Contacts. The contact from QuickBooks Online is added to DPS the when the updating occurs between the two products.

The following table identifies the corresponding fields that are shared between the QuickBooks Online customer record and the DPS contact record.

QuickBooks Online Field in Sales > Customers or Expenses > Vendors	DPS Field in Hubs > Contacts
Title, First name, Middle name, Last name, and Suffix	Fields that display in the name dialog box when you click the Name field on the Overview tab. The Salutation field is mapped to the Title field in QuickBooks Online.
Email, Phone, Mobile, and Fax	Fields that display in the Contact Information dialog box when you click Contact Information on the Overview tab.