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.

Fields differ depending on whether you sync with:

Legend: In the following images, green indicates a QuickBooks field, blue indicates a Method field, an arrow in a square 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.

Field list with field type in the Estimate table:

  • RefNumber - Text (11)

  • TotalAmount - Money

  • Customer (required) - Dropdown to Entity table, FullName field.

  • TxnDate (required) - DateTime

  • BillAddress fields - Nine fields to keep track of the billing address.

  • ShipAddress fields - Nine 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 - Text (4000)

  • Opportunity - Dropdown to Opportunity table, RecordID field.

  • AcceptedBy - Text (50)

  • AcceptedDate - DateTime

  • IsWaitingForSyncApproval - YesNo

  • IsActive - YesNo

The next section for the estimate screen shows a grid of 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:

Field list with field type in the EstimateLine table:

  • EstimateRecordID - This is a dropdown field to the Estimate table and contains the the Record ID of 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.

The final section for the estimate screen shows the totals and amounts for the estimate, which is back in the Estimate table.

Field list with field type in the Estimate table:

  • 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 (for accounts with multi-currency) - Decimal (0)


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.

Field list with field type in the Estimate table:

  • RefNumber - Text (11)

  • TotalAmount - Money

  • Customer (required) - Dropdown to Entity table, FullName field.

  • TxnDate (required) - DateTime

  • BillAddress fields - Nine fields to keep track of the billing address.

  • ShipAddress fields - Nine 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 - Text (4000)

  • Opportunity - Dropdown to Opportunity table, RecordID field.

  • IsWaitingForSyncApproval - YesNo

  • IsToBeEmailed - YesNo

  • IsToBePrinted - YesNo

  • IsActive - YesNo

The next section for the estimate screen shows a grid of 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:

Field list with field type in the EstimateLine table:

  • EstimateRecordID - This is a dropdown field to the Estimate table and contains the the Record ID of 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.

The final section for the estimate screen shows the totals and amounts for the estimate, which is back in the Estimate table.

Field list with field type in the Estimate table:

  • Memo - Text (4095)

  • CustomerMessage - 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

NOTE: There is no field for attachments on an estimate. Please refer to our article "Attachments Object" for more information on retrieving them.

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