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

Required Fields

  • Customer ‡*
  • Line: Item ‡*

Amount

  • If the "Line: Quantity" and "Line: Unit Price" fields are specified the "Line: Amount" field will be ignored.

Taxable

  • "Line: Taxable" can be either "TAX", "NON", "True", "False", "0" or "1".

Note that some fields available in Sync & Save may not be activated in QuickBooks Online. For instance, Location is an optional field.

Estimate Fields

Status ‡
Customer ‡*
Location ‡
Bill Address 1
Bill Address 2
Bill Address 3
Bill Address City
Bill Address State
Bill Address Postal Code
Bill Address Country
Ship Address 1
Ship Address 2
Ship Address 3
Ship Address City
Ship Address State
Ship Address Postal Code
Ship Address Country
Estimate Date
Expiration Date
Ship Date
Ship Via
Tracking No.
FOB
PO Number
Tax Code ‡
Apply Tax After Discount
Print
Send Email
Email Address
Customer Message
Accepted By
Accepted Date
Class ‡
Custom 1
Custom 2
Custom 3
Line: Item ‡*
Line: Service Date
Line: Description
Line: Quantity
Line: Unit Price
Line: Class ‡
Line: Taxable
Line: Amount
Document Number (version 1.14.4)

Invoice Fields

Customer ‡*
Location ‡
Bill Address 1
Bill Address 2
Bill Address 3
Bill Address 4
Bill Address City
Bill Address State
Bill Address Postal Code
Bill Address Country
Ship Address 1
Ship Address 2
Ship Address 3
Ship Address 4
Ship Address City
Ship Address State
Ship Address Postal Code
Ship Address Country
Invoice Date
Terms ‡
Due Date
Ship Date
Ship Via
Tracking No.
FOB
PO Number
Tax Code ‡
Apply Tax After Discount
Print
Send Email
Email Address
Deposit
Allow Pay Online
Memo
Customer Message
Class ‡
Custom 1
Custom 2
Custom 3
Line: Item ‡*
Line: Service Date
Line: Description
Line: Quantity
Line: Unit Price
Line: Class ‡
Line: Taxable
Line: Amount
Document Number (version 1.14.4)

Sales Receipt Fields

Status ‡
Customer ‡*
Location ‡
Bill Address 1
Bill Address 2
Bill Address 3
Bill Address 4
Bill Address City
Bill Address State
Bill Address Postal Code
Bill Address Country
Ship Address 1
Ship Address 2
Ship Address 3
Ship Address 4
Ship Address City
Ship Address State
Ship Address Postal Code
Ship Address Country
Invoice Date
Ship Date
Ship Via
Tracking No.
FOB
PO Number
Tax Code ‡
Apply Tax After Discount
Print
Send Email
Email Address
Memo
Customer Message
Class ‡
Custom 1
Custom 2
Custom 3
Payment Method ‡
Payment Reference
Deposit Account ‡
Line: Item ‡*
Line: Service Date
Line: Description
Line: Quantity
Line: Unit Price
Line: Class ‡
Line: Taxable
Line: Amount
Document Number (version 1.14.4)

Available in Sync & Save PLUS QuickBooks Online.

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