Doc Number | Str 21 | MANDATORY FIELD - Estimate Reference number, duplicate Doc Numbers are accepted in QuickBooks, see also Auto Numbering |
Txn Date | date | The date of the estimate, If you leave TxnDate out the mapping, the current date in QuickBooks Online will be used. |
Department Ref | Str | Name of the department |
Private Note | Str 4000 | User entered, organization-private note about the transaction. This note will not appear on the transaction records by default. |
Custom 1 | | Custom Field 1 |
Custom 2 | | Custom Field 2 |
Custom 3 | | Custom Field 3 |
Txn Status | Enum | Status of the estimate - Accepted, Closed, Pending, Rejected |
Line Description | Str 4000 | A descriptive text field for the Item |
Line Amount | Num 10.5 | MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price |
Line Sales Item Ref | | MANDATORY FIELD - The name of the item sold |
Line Sales Item Class | | Class for the line item |
Line Sales Item Unit Price | Decimal | Unit price of the item |
Line Sales Item Qty | Decimal | Number of items sold |
Line Sales Item Tax Code | | Tax code used for the item |
Line Sales Item Service Date | Date | Date that the service was performed |
Line Discount Amount | | The amount of the discount |
Line Discount Percent Based | Boolean | True if discount is a percent, False if based on amount |
Line Discount Percent | | Percentage by which amount due is discounted for 8.5% use 8.5 |
Line Discount Account | | Account used to track discounts |
Txn Tax Code Name | | Reference to the transaction tax code |
Customer Fully Qualified Name | | Full name of the customer or job |
Customer Memo | Chars 1000 | User entered message appears on the printed estimate |
Bill Addr 1.. etc | | Billing Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information |
Ship Addr 1.. etc | | Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information |
Class Ref | | Reference to the class at the header |
Sales Terms | | Reference to the terms for the sale |
Global Tax Calculation | | Method to which tax is applied - TaxExcluded, TaxInclusive or NotApplicable |
Ship Method | | Method of shipment used |
Ship Date | Date | Date the transaction was shipped |
Print Status | Enum | Printing status of the invoice - NotSet, NeedToPrint, PrintComplete |
Email Status | | Email status for the invoice - NotSet, NeedToSend, EmailSent, SendNow more here on how to send automatically |
Bill Email | | Email address where the invoice is sent |
Expiration | | Date the estimate must be accepted by before it expires |
Accepted By | | Name of the customer who accepted the estimate |
Accepted Date | | Date the estimate was accepted |