Estimates

Field Descriptions

QuickBooks Field Label QuickBooks Field Description
Estimate # RefNumber * Reference number for the transaction. By default, this value is used only for internal processing by Transaction Pro Importer and QuickBooks Online auto-generates a new value. This can be changed in the import options
Customer Customer * Specifies the customer reference for this transaction.
Estimate Date TxnDate Date of the transaction.
Expiration Date ExpirationDate Date on which the estimate gets expired.
Term SalesTerm Sales terms.
Location Location Department associated with the transaction.
Class Class Class associated with the transaction.
Billing Address Line 1 BillAddrLine1 Billing address line 1
Billing Address Line 2 BillAddrLine2 Billing address line 2
Billing Address Line 3 BillAddrLine3 Billing address line 3
Billing Address Line 4 BillAddrLine4 Billing address line 4
Billing Address City BillAddrCity Billing address line city.
Billing Address State BillAddrState Billing address line state
Billing Address PostalCode BillAddrPostalCode Billing address postal code.
Billing Address Country BillAddrCountry Billing address country.
Shipping Address Line 1 ShipAddrLine1 Shipping address line 1
Shipping Address Line 2 ShipAddrLine2 Shipping address line 2
Shipping Address Line 3 ShipAddrLine3 Shipping address line 3
Shipping Address Line 4 ShipAddrLine4 Shipping address line 4
Shipping Address City ShipAddrCity Shipping address line city.
Shipping Address State ShipAddrState Shipping address line state
Shipping Address PostalCode ShipAddrPostalCode Shipping address postal code.
Shipping Address Country ShipAddrCountry Shipping address country.
Estimate Status Status The transaction status.
To update status use any of the following values: pending, accepted, rejected, closed.
Field default is pending.
Accepted By AcceptedBy Accepted by.
Accepted Date AcceptedDate Date on which the estmate got accepted.
Memo PrivateNote Organization-private note(memo) about the transaction
Message Displayed On Estimate Msg Message associated with the estimate.
Email BillEmail Email address to which estimate neet to get emailed.
Print Later ToBePrinted The print status.
To print use any of the following values: 1, t, true, y, yes, needtoprint.
To not print use one of the following values: 0, f, false, n, no, notset.
For completed print use one of the following values: printcomplete.
Field default is not set.
Send Later ToBeEmailed The email status.
To send email use any of the following values: 1, t, true, y, yes, needtosend.
To not send email use one of the following values: 0, f, false, n, no, notset.
For email that is already sent use one of the following values: emailsent.
Field default is notset(do not send email).
Ship Amount ShipAmt Shipping amount.
Ship Item ShipItem Reference to item within QuickBooks Online for the shipping expense.
Ship Tax ShipTaxCode The name of the tax item to be used.
Tax Amount TaxAmt The dollar amount of the sales tax.
Tax Rate TaxRate The name of the tax item to be used.
Discount Amount DiscountAmt Discount amount.
Discount Rate DiscountRate Discount rate.
Discount Taxable DiscountTaxable Flag to highlight if discount amount is taxable or not.
Currency Currency Currency associated with the transaction.
Exchange Rate ExchangeRate The number of home currency units it takes to equal one unit of currency specified by "Currency"
Amounts Are AmountsInclTax Method in which tax is applied.
To inlcude tax use any of the following values: 1, t, true, y, yes, taxinclusive.
To exclude tax use any of the following values: 0, f, false, n, no, taxexcluded.
To not apply tax use any of the following values: 2, notapplicable.
Field default is not applicable.
Product/Service LineItem * Reference to the item.
Item Line Qty LineQty Number of items for the line.
Item Line Description LineDesc Description of the line item.
Item Line Service Date LineServiceDate Service date of the item in the line.
Item Line Rate LineUnitPrice Unit price of the item in the line.
Item Line Amount LineAmount Amount of the line.
Item Line Taxable LineTaxable The taxable status of the expense line.
To make it taxable use any of the following values: 1, t, true, y, yes, tax.
Field default is NON(non taxable).
Item Line Tax LineTaxCode Tax code associated with the item based expense line item.
Item Line Class LineClass Class of item based expense line.