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SalesReceipt Table - Common Fields

Common fields found in the SalesReceipt table.

Updated over 7 months 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 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)
(Only for accounts with multi-currency.)

TagList

Taglist

Opportunity

Dropdown to Opportunity table, RecordID field.

IsWaitingForSyncApproval

YesNo

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)
(Only on accounts with multi-currency)

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

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.

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