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Table of Contents

View/ Modify Product Mappings

Overview

This screen allows you to setup one-to-one relationships (or mappings) between the products in ProductCart and their corresponding items in QuickBooks. If you would like to learn more about mapping please read the mapping overview.

ProductCart allows you to map any product to a QuickBooks:

  • Inventory Item
  • Inventory Assembly Part
  • Service
  • Non-Inventory Item.

You can map:

  • Standard Products
  • Build To Order Products
  • Build To Order Only Items
  • Apparel Products and Sub-Products

You cannot map product options as an individual option attribute (e.g. “Color: green”) is typically not an item in the QuickBooks item list. If it is, then it means that it is likely a “sub-product” according to ProductCart's product definitions (i.e. a product variation that is a stand-alone item). A solution is therefore to use the Apparel Add-on and map the individual sub-products.

Current Product Mappings

The way the Product Mappings page looks depends on the current status of your product catalog. Depending on the status you may view currently mapped products, a tool to map your products, or additional alerts and warnings. Each of the items you may find on this page is explained below.

In the section where currently mapped products are displayed (if no mappings exist this section will be hidden), you will see a large grid containing four columns.

  • Select - Click the radio button to open a pop-up of available options.
  • ProductCart Product - Shows the SKU of the product as it appears in ProductCart
  • QuickBooks Item - Shows the Name of the item as it appears in QuickBooks. This is the item that corresponds to the product in the previous column.
  • Trash Can - Click the trash icon to delete the relationship between the items in columns 2 and 3.

To edit an existing product mapping:

  1. Select a mapped product from the list.
  2. A new window will open containing available QuickBooks items.
  3. From the pop-up select the QuickBooks item you want to map the product to and click “Map Selected Product”.

Manually Map Products

To manually map a product follow these instructions:

  1. Select a product to map from the grid.
  2. A new window will open containing available QuickBooks items.
  3. From the pop-up select the QuickBooks item you want to map to and click “Map Selected Product”.

Automatically Map Products

To automatically map products follow these instructions:

  1. Select which criteria to use (SKU or Product Description)
  2. Click the GO button

For optimal performance this feature will only auto map 500 products at once. Therefore, you may need to run it multiple times. If ProductCart searched the entire database performing matches it could potentially result in a “timeout” (or failure). That is especially true for stores with over 20,000 products.

On Screen Alerts

Depending on your preferences you may notice an alert at the top of the screen. The alert system is designed to bring your attention to a particular task or option. For example, if you are tracking inventory and un-mapped products exist you may find the following alert:

There is 1 new product that has not been mapped. Would you like to map this product to a QuickBooks item now? We recommend that you do this to ensure accurate transfers.

The alert above is intended to remind you to map the remaining products so inventory can be tracked. If a product is not mapped inventory cannot be tracked.

More Options

  • Remove All Product Mappings: Choose this option if you wish to assign all Products to a generic Product account.
  • View/Modify Current Product Mappings: Choose this option review the mappings you have already created, or to remove incorrect mappings.