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 Sales Receipt screen to their respective table fields.
NOTE: There is no field for attachments on a sales receipt. 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 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 Sales Receipt screen shows the details of the sales receipt. These fields are found in the SalesReceipt table.
SalesReceipt Table
SalesReceipt 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. |
AssignedTo | Dropdown to Users table, Username field. |
Currency | Dropdown to Currency table, CurrencyCode field. (Only for accounts with multi-currency.) |
ExchangeRate | Decimal (0) |
TagList | Taglist |
Opportunity | Dropdown to Opportunity table, RecordID field. |
IsWaitingForSyncApproval | YesNo |
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PaymentMethod | Dropdown to Payment table, Name field. |
DespositToAccount | Dropdown to Account table, FullName field. |
CheckNumber | Text (50) |
The line items are stored in a separate table, so we'll skip that for now and continue to the bottom of the sales receipt. This section shows the totals and amounts for the sales receipt.
SalesReceipt 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) |
SalesReceiptLine Table Fields
The section we skipped held the line items. The line items grid in a sales receipt is from a different table: the SalesReceiptLine table. Here are some common fields within the SalesReceiptLine table with their field types:
SalesReceiptLine table - Fields | Field Type |
SalesReceiptRecordID | Dropdown field to the SalesReceipt, RecordID field holding the parent sales receipt. Every line item belongs to an existing sales receipt. |
ServiceDate | DateTime |
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 Sales Receipt screen shows the details of the sales receipt. These fields are found in the SalesReceipt table.
SalesReceipt Table
SalesReceipt 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. |
SalesRep | Dropdown to SalesRep table, Initial field. |
ShipMethod | Dropdown to ShipMethod, Name field. |
TagList | Taglist |
Opportunity | Dropdown to Opportunity table, RecordID field. |
IsWaitingForSyncApproval | YesNo |
IsToBeEmailed | YesNo |
IsToBePrinted | YesNo |
IsPending | YesNo |
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PaymentMethod | Dropdown to Payment table, Name field. |
DespositToAccount | Dropdown to Account table, FullName field. |
CheckNumber | Text (50) |
The line items are stored in a separate table, so we'll skip that for now and continue to the bottom of the sales receipt. This section shows the totals and amounts for the sales receipt.
SalesReceipt Table - Fields | Field Type |
Memo | Text (4095) |
CustomerMsgText | Text (1000) |
SubTotal | Money |
ItemSalesTax | Dropdown to Item table, Fullname field. |
SalesTaxTotal | Money |
CustomerSalesTaxCode | Dropdown to SalesTaxCode table, Name field. |
TotalAmount | Money |
SalesReceiptLine Table Fields
The section we skipped held the line items. The line items grid in a sales receipt is from a different table: the SalesReceiptLine table. Here are some common fields within the SalesReceiptLine table with their field types:
SalesReceiptLine - Fields | Field Type |
SalesReceiptRecordID | Dropdown field to the SalesReceipt, RecordID field holding the parent sales receipt. Every line item belongs to an existing sales receipt. |
ServiceDate | DateTime |
Item | Dropdown to the Item table, FullName field. |
Desc | Text (4095) |
Quantity | Decimal (0) |
Rate | Decimal (5) |
IsRatePercent | YesNo |
Amount | Money |
SalesTaxCode | Dropdown to the SalesTaxCode table, Name field. |