Step 1 - Adding Fields

Integration Steps 1

Add fmQBO support fields to FMSP Tables

In this section, we will add all the needed fields into FM Starting Point. Some will be copied from fmQBO and you will have to create some.

Advanced tip: The 'qbo_id' and 'qbo_send' fields copied in the next three sections are the same in each table and you can paste them into the corresponding tables at the same time.

PRO_Products Table (fmQBO Items)

1. From fmQBO, copy the 2 highlighted fields from the ‘Item’ table and paste them into the  ‘PRO_Products’ table in FMSP.

2. Create 3 additional fields in the Pro_Products Table in FMSP:   

‘qbo_assetAccountRef’ 

‘qbo_expenseAccountRef’

'qbo_incomeAccountRef'

3. Check: You should have a total of 5 new fields in the PRO_Products table in FMSP as seen below.


ACC_Accounts Table (fmQBO Customers)

1. From fmQBO, copy the 2 highlighted fields from the ‘Customer’ table and paste them into the  ‘ACC_Accounts’ table in FMSP.

2. Create 3 additional fields in the Products Table FMSP:   

‘qbo_id_Tax_Code’ 

‘qbo_id_Term’

'qbo_taxible'

3. Check: You should have a total of 5 new fields in the ACC_Accounts table in FMSP as seen below.


INV_Invoices Table (fmQBO Invoice)

1. From fmQBO, copy the 2 highlighted fields from the ‘Invoice’ table and paste them into the  ‘INV_Invoices’ table  in FMSP.

2. Create 2 additional fields in the Products Table FMSP:   

‘qbo_id_Tax_Code’ 

‘qbo_id_Term’

3. Check: You should have a total of 4 new fields in the 'INV_Invoices' table in FMSP as seen below.


INL_Invoice_Line_Items Table (fmQBO InvoiceItem)

1. From fmQBO, copy the 1 highlighted fields from the ‘InvoiceItem’ table and paste them into the  ‘INL_Invoice_Line_Items’ table in FMSP. 

2. Create 1 additional fields in the Products Table FMSP:   

‘qbo_lineNumber’ - see below for auto enter details

Set the auto entered calculation to 'get ( CurrentTimeUTCMilliseconds )' as seen below:

3. Check: You should have a total of 2 new fields in the 'INL_Invoice_Line_Items' table in FMSP as seen below.


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