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.
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 Sales Receipt screen shows the details of the sales receipt. These fields are found in the SalesReceipt table.
Field list with field type in the SalesReceipt 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.
AssignedTo - Dropdown to Users table, Username field.
Currency (for accounts with multi-currency) - Dropdown to Currency table, CurrencyCode field.
Exchange Rate (for accounts with multi-currency) - Decimal (0)
TagList - Text (4000)
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 next section for the Sales Receipt screen shows a grid of 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:
Field list with field type in the SalesReceiptLine table:
SalesReceiptRecordID (required) - This is a dropdown field to the SalesReceipt table and contains the the Record ID of the parent sales receipt. Every line item belongs to an existing sales receipt.
ServiceDate - DateTime
Item (required) - 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 Sales Receipt screen shows the totals and amounts for the sales receipt, which is back in the SalesReceipt table.
Field list with field type in the SalesReceipt 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 Sales Receipt screen shows the details of the sales receipt. These fields are found in the SalesReceipt table.
Field list with field type in the SalesReceipt 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.
SalesRep - Dropdown to SalesRep table, Initial field.
ShipMethod - Dropdown to ShipMethod, Name field.
TagList - Text (4000)
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 next section for the Sales Receipt screen shows a grid of 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:
Field list with field type in the SalesReceiptLine table:
SalesReceiptRecordID (required) - This is a dropdown field to the SalesReceipt table and contains the the Record ID of the parent sales receipt. Every line item belongs to an existing sales receipt.
ServiceDate - DateTime
Item (required) - 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.
The final section for the Sales Receipt screen shows the totals and amounts for the sales receipt, which is back in the SalesReceipt table.
Field list with field type in the SalesReceipt 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 a sales receipt. Please refer to our article "Attachments Object" for more information on retrieving them. |