Customer Credit Memo Fields (QuickBooks Conversion)
The following table outlines which QuickBooks data items are converted to Sage 50 and which are not.
|
QB Field |
Sage 50 Field |
Comments |
|---|---|---|
|
Customer;Job |
Customer ID |
|
|
Customer Address |
Bill To: Name Address Line 1 Address Line 2 City State Zip Country |
Line 1 will be converted into the Customer name. For Address Lines 1 and 2, Sage 50 will convert the first 30 characters. Only the first 20 characters of the City field will be converted, while the first 12 characters of the Zip Code will be converted. Finally, Sage 50 will convert the first 15 characters of the Country field. |
|
Ship To |
Ship To: Name Address Line 1 Address Line 2 City State Zip Country |
Line 1 will be converted into the Customer name. For Address Lines 1 and 2, Sage 50 will convert the first 30 characters. Only the first 20 characters of the City field will be converted, while the first 12 characters of the Zip Code will be converted. Finally, Sage 50 will convert the first 15 characters of the Country field. |
|
Date |
Date |
|
|
Credit No. |
Credit No. |
Duplicate numbers will be appended with a two-digit number in Sage 50. |
|
P.O. No. |
Customer PO |
Sage 50 will convert only the LAST 20 characters of the P.O. No. |
|
Rep |
Sales Rep |
|
|
Terms |
Terms |
|
|
Due Date |
Not converted |
|
|
Account Number |
Not converted |
|
|
Ship Date |
Not converted |
|
|
Ship Via |
Not converted |
|
|
FOB |
Not converted |
|
|
Project/Job |
Job |
The Job portion of the Customer/Job field in QuickBooks will be converted as Job on the line items in Sage 50. |
|
Other |
Not converted |
|
|
Custom Fields |
Not converted |
|
|
Return Authorization |
Not converted |
|
|
A/R Account |
||
|
Service Date |
Not converted |
|
|
Other 1 |
Not converted |
|
|
Other 2 |
Not converted |
|
|
Color |
Not converted |
|
|
Material |
Not converted |
|
|
Item |
Item |
|
|
Description |
Description |
Sage 50 will convert only the first 160 characters. |
|
Quantity |
Quantity |
|
|
U/M |
Not converted |
|
|
G/L Account |
||
|
Rate |
Unit Price |
|
|
Amount |
Amount |
|
|
Job |
Not converted |
|
|
Tax |
Tax |
Tax converts as either 1-regular or 2-exempt in Sage 50. All taxable tax types in QuickBooks will convert to 1-regular and all exempt tax types will convert to 2-exempt. |
|
Customer Message (101) |
Note |
Sage 50 will convert the first 2000 characters of this field and convert it to a Customer Note. It is set to print “After Line Items”. |
|
Tax (code) |
Sales Tax (ID) |
|
|
Tax (amount) |
Tax (amount) |
|
|
Total |
Credit Memo Total |
|
|
Remaining Credit |
Not converted |
|
|
Prepayment |
Not converted |
|
|
To be emailed |
Not converted |
|
|
To be printed |
Not converted |
|
|
Customer Tax Code |
Not converted |
|
|
Memo |
Note |
The first 2000 characters of the Memo field will be converted to an Internal Note. |
|
Credit Applied to Invoice |