QuickBooks Online Integration
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      QuickBooks Online Merge Fields for Templates

      Insert these merge fields into your file or email templates to populate your templates with your customer data from QuickBooks Online

      In this article

      Date fields

      Any template can use the following date fields to populate dates whether SuiteFiles is connected to QuickBooks Online or not:

      Date Field Value
      [DATE:TODAY] 
      [DATE:TODAYTEXT] 
      [DATE:FULLTODAYTEXT] 
      [DATE:YEAR]       		 Today's date formatted DD/MM/YYYY (e.g. 21/04/2023) 
      Today's date formatted DD MMM YYYY (e.g. 21 Apr 2023) 
      Today's date formatted DD MMMM YYYY (e.g. 21 April 2023) 
      The current year formatted YYYY (e.g. 2023) 

      Customer and Contact Fields

      The following receives the contact fields of the customers

      Field Name QuickBooks Online Value
      [CLIENT:SALUTATION]  Title
      [CLIENT:FIRSTNAME]  Given Name
      [CLIENT:LASTNAME]  Family Name
      [CLIENT:NAME]  Company Name
      [CLIENT:DISPLAYNAME]  Display Name
      [CLIENT:PHONE] Free Form Number (Phone)
      [CLIENT:MOBILEPHONE] Free Form Number (Mobile)
      [CLIENT:FAXPHONE] Free Form Number (Fax)
      [CLIENT:EMAIL]   Email
      [CLIENT:WEBSITE]   Website URL
      [CLIENT:TAXCODE] Tax Code
      [CLIENT:ISTAXABLE] Whether or not taxable

      Address Fields

      Field Name QuickBooks Online Value
      [CLIENT:ADDRESS] Customer Address
      [CLIENT:CITY]  Customer City
      [CLIENT:COUNTRY]  Customer Country
      [CLIENT:REGION]  Customer Region
      [CLIENT:POSTCODE]  Customer Postcode
      [CLIENT:POSTALADDRESS] Customer Billing Address
      [CLIENT:POSTALCITY] Customer Billing City
      [CLIENT:POSTALCOUNTRY] Customer Billing Country
      [CLIENT:POSTALREGION] Customer Billing Region
      [CLIENT:POSTALPOSTCODE] Customer Billing Postcode
      [CLIENT:ISBILLEDWITHPARENT] True or False

      Business Values

      Business Values allow you to pull through your own business details onto your SuiteFiles Templates. To enter these values, an Administrator can click their user name in the top right corner of SuiteFiles Web, click Admin settings, then select Prepopulation. Click the blue Edit Values button to update the Values. Once done, click Save Business Values. The Merge Field when entered into your template must be in CAPS, the Field Name can include a space.

      Field Name Value
      [BUSINESS:WEBSITE]  
      [BUSINESS:BUILDING]  
      [BUSINESS:STREET]  
      [BUSINESS:CITY]  
      [BUSINESS:POSTCODE]  
      [BUSINESS:COMPANYNUMBER]  
      [BUSINESS:MANAGINGDIRECTOR]      		 WEBSITE  
      BUILDING  
      STREET  
      CITY  
      POSTCODE  
      COMPANY NAME  
      MANAGING DIRECTOR