| DocNumber |
Str 21 |
MANDATORY FIELD - Estimate Reference number, duplicate DocNumbers 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 |
| PrivateNote |
Str 4000 |
User entered, organization-private note about the transaction. This note will not appear on the transaction records by default. |
| Custom1 |
|
Custom Field1 |
| Custom2 |
|
Custom Field2 |
| Custom3 |
|
Custom Field3 |
| TxnStatus |
Enum |
Status of the etimate - 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 SalesItem Ref |
|
MANDATORY FIELD - The name of the item sold |
| Line SalesItem Class |
|
Class for the line item |
| Line SalesItem Unit Price |
Decimal |
Unit price of the item |
| Line SalesItem Qty |
Decimal |
Number of items sold |
| Line SalesItem TaxCode |
|
Tax code used for the item |
| Line SalesItem ServiceDate |
Date |
Date that the service was performed |
| Line Discount Amount |
|
The amount of the discount |
| Line Discount PercentBased |
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 |
| CustomerFullQualified Name |
|
Full name of the customer or job |
| Customer Memo |
Chars 1000 |
User entered message appears on the printed estimate |
| BillAddr1.. etc |
|
Billing Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information |
| ShipAddr1.. 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 fo the invoice - NotSet, NeedToSend, EmailSent |
| Bill Email |
|
Email address where the invoice is sent |
| Expiration |
|
Date the estimate must be accepted by before it expires |
| AcceptedBy |
|
Name of the customer who accepted the estimate |
| AcceptedDate |
|
Date the estimate was accepted |