Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt

Required Fields

  • Customer ‡*
  • Line: Item ‡*

Amount

  • Note that if the "Line: Quantity" and "Line: Rate  ‡%" fields are specified for a Sales Order, Invoice or Sales Receipt, then QuickBooks will calculate the Amount value even if it is specified in the export.

Comments

  • If the value "Comment" is specified in the "Line: Item" field, any value in the "Line: Description" will be added as a comment. This allows multiple comment lines to be added.
  • Any value specified in the Comment field will be added as a single comment line.

Estimate Fields

Customer ‡*
Class ‡
Template ‡
Sales Rep ‡
Tax ‡
Customer Tax ‡
Terms ‡
Message ‡
Estimate Number (11)
Date
Memo (4095)
Bill Address 1 (41)
Bill Address 2 (41)
Bill Address 3 (41)
Bill Address 4 (41)
Bill City (31)
Bill State (21)
Bill Zip (13)
Bill Country (31)
Bill Address Note (41)
Ship Address 1 (41)
Ship Address 2 (41)
Ship Address 3 (41)
Ship Address 4 (41)
Ship City (31)
Ship State (21)
Ship Zip (13)
Ship Country (31)
Ship Address Note (41)
PO Number (25)
Due Date
FOB (13)
Other (29)
Is Active
To Be Emailed
Line: Item ‡*
Line: Description (4095)
Line: Qty Ordered
Line: Unit Of Measure
Line: Cost %
Line: Markup ‡%
Line: Class ‡
Line: Other 1 (29)
Line: Other 2 (29)
Comment (4095)
Line: Amount

Sales Order Fields

Customer ‡*
Class ‡
Template ‡
Sales Rep ‡
Ship Method ‡
Tax ‡
Customer Tax ‡
Terms ‡
Message ‡
Sales Order Number (11)
Date
Memo (4095)
Bill Address 1 (41)
Bill Address 2 (41)
Bill Address 3 (41)
Bill Address 4 (41)
Bill City (31)
Bill State (21)
Bill Zip (13)
Bill Country (31)
Bill Address Note (41)
Ship Address 1 (41)
Ship Address 2 (41)
Ship Address 3 (41)
Ship Address 4 (41)
Ship City (31)
Ship State (21)
Ship Zip (13)
Ship Country (41)
Ship Address Note (41)
PO Number (25)
Due Date
FOB (13)
Other (29)
To Be Printed
To Be Emailed
Line: Item ‡*
Line: Description (4095)
Line: Qty Ordered
Line: Unit Of Measure
Line: Rate ‡%
Line: Class ‡
Line: Other 1 (29)
Line: Other 2 (29)
Line: Amount
Comment (4095)
Line: Site ‡
Line: Bin ‡ (Bin should be formatted as "SITEVALUE:BINVALUE". Note the : between site and bin. If Line: Bin is populated the Line: Site field must also be populated. Site and Bin available beginning with version 1.13.0)

Invoice Fields

Customer ‡*
Class ‡
Template ‡
Sales Rep ‡
Ship Method ‡
Tax ‡
Customer Tax ‡
Terms ‡
Message ‡
Invoice Number (11)
Date
Memo (4095)
Bill Address 1 (41)
Bill Address 2 (41)
Bill Address 3 (41)
Bill Address 4 (41)
Bill City (31)
Bill State (21)
Bill Zip (13)
Bill Country (31)
Bill Address Note (41)
Ship Address 1 (41)
Ship Address 2 (41)
Ship Address 3 (41)
Ship Address 4 (41)
Ship City (31)
Ship State (21)
Ship Zip (13)
Ship Country (31)
Ship Address Note (41)
PO Number (25)
Due Date
FOB (13)
Other (29)
To Be Printed
To Be Emailed
Is Pending
Line: Item ‡*
Line: Description (4095)
Line: Quantity
Line: Unit Of Measure
Line: Rate ‡%
Line: Class ‡
Line: Other 1 (29)
Line: Other 2 (29)
Line: Service Date
Line: Amount
Comment (4095)
Line: Site ‡
Line: Bin ‡ (Bin should be formatted as "SITEVALUE:BINVALUE". Note the : between site and bin. If Line: Bin is populated the Line: Site field must also be populated. Site and Bin available beginning with version 1.12.36)

Sales Receipt Fields

Customer ‡*
Class ‡
Template ‡
Sales Rep ‡
Ship Via ‡
Tax ‡
Customer Tax ‡
Message ‡
Sale Number (11)
Date
Memo (4095)
Bill Address 1 (41)
Bill Address 2 (41)
Bill Address 3 (41)
Bill Address 4 (41)
Bill City (31)
Bill State (21)
Bill Zip (13)
Bill Country (31)
Bill Address Note (41)
Ship Address 1 (41)
Ship Address 2 (41)
Ship Address 3 (41)
Ship Address 4 (41)
Ship City (31)
Ship State (21)
Ship Zip (13)
Ship Country (31)
Ship Address Note (41)
Check Number (25)
Payment Method ‡
Due Date
FOB (13)
Other (29)
To Be Printed
To Be Emailed
Line: Item ‡*
Line: Description (4095)
Line: Quantity
Line: Unit Of Measure
Line: Rate ‡%
Line: Class ‡
Line: Other 1 (29)
Line: Other 2 (29)
Line: Service Date
Line: Amount
Comment (4095)
Line: Site ‡
Line: Bin ‡ (Bin should be formatted as "SITEVALUE:BINVALUE". Note the : between site and bin. If Line: Bin is populated the Line: Site field must also be populated. Site and Bin available beginning with version 1.12.36)

See this article for more information on field types.

(--) indicates the maximum number of characters.

Available in Sync & Save PLUS QuickBooks.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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