When customizing or creating a report in the web report designer, it's important to know the fields of table you are using.
Although this can be found within the tables view in your account settings, here is a handy visual that maps fields on the Estimates screen to their respective table fields.
NOTE: There is no field for attachments on an estimate. Please refer to our article "Attachments Object" for more information on retrieving them.
Fields differ depending on whether you sync with:
Legend: In the following images, green indicates a QuickBooks field, blue indicates a Method field, an 
icon indicates a dropdown field, and an exclamation mark 
indicates a required field.
QuickBooks Online
For those syncing to QuickBooks Online, the first section for the estimate screen shows the details of the estimate. These fields are found in the Estimate table.
Estimate Table Fields
Estimate Table - Fields | Field Type |
RefNumber | Text (11) |
TotalAmount | Money |
Customer | Dropdown to Entity table, FullName field. |
TxnDate | DateTime |
BillAddress fields | Nine text fields to keep track of the billing address. |
ShipAddress fields | Nine text fields to keep track of the shipping address. |
ExpirationDate | DateTime |
AssignedTo | Dropdown to Users table, Username field. |
EstimateStatus | Dropdown to EstimateStatus table, Name field. |
TagList | Taglist |
Opportunity | Dropdown to Opportunity table, RecordID field. |
AcceptedBy | Text (50) |
AcceptedDate | DateTime |
IsWaitingForSyncApproval | YesNo |
IsActive | YesNo |
The line items are stored in a separate table, so we'll skip that for now and continue to the bottom of the estimate. This section shows the totals and amounts for the estimate.
Estimate Table - Fields | Field Type |
Memo | Text (4095) |
CustomerMsgText | Text (1000) |
SubTotal | Money |
CustomerSalesTaxCode | Dropdown to SalesTaxCode table, Name field. |
SalesTaxTotal | Money |
DiscountRate | Decimal (0) |
ShippingAmt | Decimal (0) |
TotalAmount | Money |
TotalAmountInHomeCurrency | Decimal (0) |
EstimateLine Table Fields
The section we skipped held the line items. The line items grid in an estimate is from a different table: the EstimateLine table. Here are some common fields within the EstimateLine table with their field types:
EstimateLine table - Fields | Field Type |
EstimateRecordID | Dropdown field to the Estimate table, RecordID field holding the parent estimate. Every line item belongs to an existing estimate. |
Item | Dropdown to the Item table, FullName field. |
Desc | Text (4095) |
Quantity | Decimal (0) |
Rate | Decimal (5) |
Amount | Money |
SalesTaxCode | Dropdown to the SalesTaxCode table, Name field. |
QuickBooks Desktop
For those syncing to QuickBooks Desktop, the first section for the estimate screen shows the details of the estimate. These fields are found in the Estimate table.
Estimate Table Fields
Estimate Table - Fields | Field Type |
RefNumber | Text (11) |
TotalAmount | Money |
Customer | Dropdown to Entity table, FullName field. |
TxnDate | DateTime |
BillAddress fields | Nine text fields to keep track of the billing address. |
ShipAddress fields | Nine text fields to keep track of the shipping address. |
DueDate | DateTime |
Terms | Dropdown to Terms table, Name field. |
PONumber | Text(25) |
SalesRep | Dropdown to SalesRep table, Initial field. |
TagList | Taglist |
Opportunity | Dropdown to Opportunity table, RecordID field. |
IsWaitingForSyncApproval | YesNo |
IsToBeEmailed | YesNo |
IsToBePrinted | YesNo |
IsActive | YesNo |
The line items are stored in a separate table, so we'll skip that for now and continue to the bottom of the estimate. This section shows the totals and amounts for the estimate.
Estimate Table - Fields | Field Type |
Memo | Text (4095) |
CustomerMsgText | Dropdown to CustomerMsg table, Name field. |
SubTotal | Money |
ItemSalesTax | Dropdown to Item table, Fullname field. |
SalesTaxTotal | Money |
CustomerSalesTaxCode | Dropdown to SalesTaxCode table, Name field. |
TotalAmount | Money |
EstimateLine Table Fields
The section we skipped held the line items. The line items grid in an estimate is from a different table: the EstimateLine table. Here are some common fields within the EstimateLine table with their field types:
EstimateLine table - Fields | Field Type |
EstimateRecordID | Dropdown field to the Estimate table, RecordID field holding the parent estimate. Every line item belongs to an existing estimate. |
Item | Dropdown to the Item table, FullName field. |
Desc | Text (4095) |
Quantity | Decimal (0) |
Rate | Decimal (5) |
IsRatePercent | YesNo |
MarkupRate | Decimal (0) |
IsMarkupPercent | YesNo |
Amount | Money |
SalesTaxCode | Dropdown to the SalesTaxCode table, Name field. |