Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice

The Quote, Sales Order and Sales Invoice formats are all very similar.

Two fields are required in order to add a new Quote, Sales Order or Sales Invoice record:

  • Customer ‡*
  • Line: Item ‡*
Note that if the "Line: Quantity" and "Line: Unit Price" fields are specified Sync & Save will calculate the Amount value even if it is specified.

Note that some fields available in Sync & Save may not be activated in your configuration of Sage 50.

Quote Fields


Customer ‡
Quote Number
Ship To Name ‡
Ship To Address 1
Ship To Address 2
Ship To City
Ship To State
Ship To Zip
Ship To Country
Quote Date
Good Through Date
Drop Ship
Customer PO
Ship Via ‡
Terms Description
Sales Representative ‡
Account ‡
Sales Tax Code ‡
Line: Quantity
Line: Item ‡
Line: Description
Line: Unit Price
Line: Tax
Line: Amount
Line: Job ‡

Sales Order Fields

Customer ‡*
Sales Order Number
Ship To Name ‡
Ship To Address 1
Ship To Address 2
Ship To City
Ship To State
Ship To Zip
Ship To Country
Sales Order Date
Ship By Date
Drop Ship
Customer PO
Ship Via ‡
Terms Description
Sales Representative ‡
Account ‡
Sales Tax Code ‡
Line: Quantity
Line: Item ‡*
Line: Description
Line: Unit Price
Line: Tax
Line: Amount
Line: Job ‡

Sales Invoice Fields


Customer ‡*
Invoice Number
Ship To Name ‡
Ship To Address 1
Ship To Address 2
Ship To City
Ship To State
Ship To Zip
Ship To Country
Invoice Date
Due Date
Drop Ship
Customer PO
Ship Via ‡
Discount Date
Discount Amount
Terms Description
Sales Representative ‡
Account ‡
Sales Tax Code ‡
Payment Amount
Payment Deposit Ticket
Payment Reference
Payment Receipt Number
Payment Account ‡
Payment Date
Payment Method ‡
Payment CC Last Four Digits
Payment CC Expire Date
Payment CC Name
Payment CC Address 1
Payment CC Address 2
Payment CC City
Payment CC State
Payment CC Zip
Payment CC Country
Payment CC Authorize Code
Payment CC Note
Line: Quantity
Line: Item ‡*
Line: Description
Line: Account ‡
Line: Unit Price
Line: Tax
Line: Amount
Line: Job ‡

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