Customer Name | Str 209 | MANDATORY FIELD - Customer Full Name as appears in QuickBooks ie ACME Inc:Project 101:Job A ,colons are used as a separators. If Axis cannot find a Customer then it will create a new customer record. |
Currency | str | The name of the currency (ie Canadian Dollar, Euro, British Pound Sterling, Australian Dollar) to be used if Axis needs to create a new Customer, do not map if not using multi currency more here |
Class Ref | Str 159 | Full class name |
Template Ref | Str 31 | Refers to one of the QuickBooks templates |
Txn Date | Date | Date of the transaction |
Estimate Ref Number | Str 11 | Reference number for the estimate - MANDATORY |
Bill Address...... | Str | Billing address block see importing addresses |
Bill Note | Str 41 | Note that appears at the bottom of the billing address |
Phone | Str | Customers phone number |
Fax | Str | Customers fax number |
Email | Str | Customer email address |
Ship Address..... | Str | Shipping address block see importing addresses |
Ship Note | Str 41 | Note that appears at the bottom of the shipping address |
Is Active | Bool | Whether the estimate is active or not. (true of false) |
PO Number | Str 25 | Purchase Order Number |
Terms Ref | Str 31 | Payment terms for the customer must match what is in the QuickBooks list |
Due Date | Date | Date the estimate is due |
Sales Rep | Str 5 | Abbreviated Sales Rep, must match QuickBooks |
FOB | Str 13 | Free on board |
Item Sales Tax Ref | Str 31 | Sales tax used for the whole estimate |
Memo | Str 4095 | Memo appears on estimate not on printed form |
Customer Msg Ref | Str 101 | Customer message must match list in QuickBooks |
Is To Be Emailed | Bool | Whether item is to be emailed (true or false) |
Is Tax Included | Bool | Whether the amount included tax or not (CA, UK AU only) (true or false) |
Customer Sales Tax | Str 3 | Sales tax code for the customer |
Exchange Rate | Float | Exchange rate if using multicurrency |
Item Ref | Str | Full item code of the item being sold |
Description | Str 4095 | Description of the line item being sold |
Quantity | Quan | Quantity sold |
Unit Of Measure | Str 31 | Unit of measure used |
Rate | Price | Rate or price of item sold |
Line Class | Str 159 | Class used at the line level (must match QuickBooks class) |
Amount | Amt | Amount of item sold |
Inventory Site Ref | Str 31 | Inventory location of the item sold (must match QuickBooks list) |
Sales Tax Code | Str 3 | Sales tax used for the item |
Markup Rate | Price | Amount item marked up |
Markup Rate Percent | Percent | Percentage the item is marked up |
Price Level Ref Full Name | Str 31 | Name of the Custom Price Level to be applied to the item on the estimate |
Custom Field 1...5 | | Custom fields to appear on the estimate line, you can specify up to 3 more here |
Item Group Full Name | | Name of the Group Item to import on the Estimate more here |
Item Group Quantity | | Quantity of the Group Item |
Item Group UOM | | Unit of measure of the Group Item |
Item Group Inventory Site | | Site of the Group Item |
Inventory Site Location Ref Full Name | | Full Name of the Bin location of the Group Item |
Item Group Custom Fields 1...5 | | Custom fields for the Group Item rows |
Other 1 | | Other 1 field used to record custom labels at line level |
Other 2 | | Other 2 field use to record custom labels at line level |