When customizing or creating a report in the web report designer, it's important to know the fields of table you are using.

The table used for the Donations app is the SalesReceipt table. All donations are recorded as sales receipts.

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:

QuickBooks Online
QuickBooks Desktop

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 of the Donation screen shows the details for the donation. Remember, 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.
Class	Dropdown to Class table, FullName 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 donation. This section shows the totals and amounts for the donation.

SalesReceipt Table - Fields	Field Type
IsEmailSent	YesNo
IsLetterSent	YesNo
IsReceiptSent	YesNo
IsAnonymousDonor	YesNo
IsInHonour	YesNo
IsInMemory	YesNo
Memo	Text (4095)
SubTotal	Money
CustomerSalesTaxCode	Dropdown to SalesTaxCode table, Name field.
SalesTaxTotal	Money
DiscountRate	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 donation 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.
Item	Dropdown to the Item table, FullName field.
Desc	Text (4095)
Class	Dropdown to Class table, FullName field.
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 of the Donation screen shows the details for the donation. Remember, these fields are found in the 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.
TagList	Taglist
Opportunity	Dropdown to Opportunity table, RecordID field.
IsWaitingForSyncApproval	YesNo
IsPending	YesNo
IsToBeEmailed	YesNo
IsToBePrinted	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
IsEmailSent	YesNo
IsLetterSent	YesNo
IsReceiptSent	YesNo
IsAnonymousDonor	YesNo
IsInHonour	YesNo
IsInMemory	YesNo
Memo	Text (4095)
SubTotal	Money
ItemSalesTax	Dropdown to Item table, Fullname field.
SalesTaxTotal	Money
CustomerSalesTaxCode	Dropdown to SalesTaxCode table, Name field.
TotalAmount	Money

SalesReceiptLine Table Fields

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.
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.

Donation App Preferences

Field Types

Estimate Table - Common Fields

Invoice Table - Common Fields

SalesReceipt Table - Common Fields