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.

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