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Estimate Table - Common Fields

Common fields found in the Estimate table.

Updated over a week ago

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)
(Only on accounts with multi-currency)

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.

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