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. |