![]() The name of the unit of measure selected from within the items available units more on importing units of measureĮach item on a sales form is assigned a sales-tax code that indicates whether the item is taxable or non-taxable, and why.A sales order is a non-posting document that serves to remind you of what will eventually be a sale. can be positive or negativeĬlasses (at the line level) can be used to separate transactions into meaningful categoriesĪ decimal value that refers to how much of something is sold Decimal values include amounts, quantities, and percents. If not mapped QuickBooks will use the default rate for the item. ZA will look for Items in QuickBooks, if not recognised then it will create a new item according to the settings ![]() MANDATORY FIELD - ItemRef can refer to an item on any Item list (ItemDiscount, ItemInventory, and so on excluding Group Items). The Other2 field exists at the line item level The Other1 field exists at the line item level The exchange rate is the market price for which this currency can be exchanged for the currency used by the QuickBooks company file as the "home" currency. Other field included in the header area of the invoice Refers to the sales-tax code for sales related to this customer.īank account name that the funds are to deposited into (match bank account name in QuickBooks) Only for CA, UK and AU editions of QuickBooks. Prompt user to email this invoice from QuickBooks, customer needs to have email addressįlag to determine whether the amounts are inclusive or exclusive of tax. QuickBooks uses the term FOB, freight on board, to indicate the place from which the product is shippedĪ standard message to a customer that comes from the QuickBooks listĬheck box to prompt user to print the form Initials of the sale rep, A sales representative must be on the Employee, Vendor, or Other Names list within QuickBooks ![]() Assigned to the entire transaction.Ī sales-tax item is used to calculate a single sales tax that is collected at a specified rate and paid to a single agencyĪ shipping method, for example, standard mail or overnight deliveryĭate payment due, if not mapped QuickBooks may calculate this based on Customers defualt terms Sales tax code item (US only) more on importing Sales Tax Codes into QuickBooks. Method of payment used (must match what appear in Payment Method list) Reference number of the check paying for the sale If IsPending is set to true, the sales receipt has not been completed. Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more informationĪppears at the bottom of the ship address If Update address details selected then customers Email number updated ![]() If Update address details selected then customers Fax number updated If Update address details selected then customers Phone number updated MANDATORY FIELD -Sales Receipt Reference number, duplicate RefNumbers are accepted in QuickBooks, see also Auto Numberingīilling Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more informationĪppears at the bottom of the bill address The date of the sales receipt, (If you leave TxnDate out the mapping, QuickBooks will prefill it with the date of the sales receipt that was most recently saved.) Templates specify how to print the sales receipt, must match a template in QuickBooks The name of the currency (ie Canadian Dollar, Euro, British Pound Sterling, Australian Dollar) to be used if Axis needs to create a new Customer, do not map if not using multi currency more here MANDATORY FIELD - Customer Full Name as appears in QuickBooks, if Axis cannot find a Customer then it will create a new customer record. Sales Receipt sample import (text format) Where the fields appearĭetailed description of fields on a Sales Receipt QuickBooks Field ![]() For more information about importing sales receipts into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support. ![]()
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