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

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 of the Donation screen shows the details for the donation. Remember, 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.

  • Class - Dropdown to Class table, FullName 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 Donation screen shows a grid of 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:

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.

  • Item (required) - 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.

The final section for the Donation screen shows the totals and amounts for the donation, which is back in the SalesReceipt table.

Field list with field type in the SalesReceipt table:

  • 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

  • TotalAmount - Money

  • TotalAmountInHomeCurrency (for accounts with multi-currency) - Decimal (0)


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.

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.

  • TagList - Text (4000)

  • 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 next section for the Donation screen shows a grid of 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:

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.

  • 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 Donation screen shows the totals and amounts for the donation, which is back in the SalesReceipt table.

Field list with field type in the SalesReceipt table:

  • 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

NOTE: There is no field for attachments on a donation. Please refer to our article "Attachments Object" for more information on retrieving them.

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