Sales Receipts

Field Descriptions

QuickBooks Field Label QuickBooks Field Description
Sales Receipt # RefNumber * Reference number for the transaction. By default, this value is used only for internal processing by Transaction Pro Importer and QBO auto-generates a new value. This can be changed in the import options
Customer Customer * Specifies the customer reference for this transaction.
Sales Receipt Date TxnDate Date of the transaction.
Ship Date ShipDate Date of shippping
Ship Via ShipMethodName Reference to the shipping method.
Tracking No. TrackingNum Tracking number
Location Location Department associated with the transaction.
Class Class Class associated with the transaction.
Deposit To BankAccount Bank account associated with the transaction. Include only the account name or account number in this field and not both. If using Account Names in QuickBooks Online specify the entire account name, including any sub-account names and separate with account and sub-account with a colon in between (eg. Account:SubAccount). If using an account number include only the lowest sub-account number and enable the Transaction Pro Importer option, Enable Account Numbers.
Payment Method PaymentMethod Payment method.
Reference No. PaymentRefNumber Payment reference number.
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.
Memo PrivateNote Organization-private note(memo) about the transaction
Message Displayed On Sales Receipt Msg Message associated with the sales receipt.
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).
Email BillEmail Email address to which estimate neet to get emailed.
Shipping Amount ShipAmt Shipping amount.
Shipping Item ShipItem Reference to item within QBO for the shipping expense.
Shipping 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.
To make it taxable use any of the following values: 1, t, true, y, yes.
To make it non taxable use any of the following values: 0, f, false, n, no.
Field default is false(not taxable).
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.
Line Item Qty LineQty Description of the line item.
Line Item Description LineDesc Number of items for the line.
Line Item ServiceDate LineServiceDate Service date of the item in the line.
Line Item Rate LineUnitPrice Amount of the line.
Line Item Amount LineAmount Class of item based expense line.
Line Item 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).
Line Item Tax LineTaxCode Tax code associated with the account based expense line item.
Line Class LineClass Class associated with the item based expense line item.