Estimate to Proposal Fields (QuickBooks Conversion)
Note: If you are using Sage 50 Premium Accounting or higher, Sage 50 will convert your Estimates into Proposals.
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 |
This field will be shortened to 20 characters when the Customer field in QuickBooks is converted. The Job portion of the field will be used to create a Job ID. |
|
Class |
Not converted |
|
|
Template |
Not converted |
|
|
Estimate Active |
Close Proposal |
If the user selects to map QuickBooks Estimates to Sage 50 Proposals, this field will map as follows: if QB Estimate Active = True, then PT Close Proposal = False, and vice versa. |
|
Accept Proposal |
Not converted |
|
|
Due Date |
Complete By: |
|
|
Bill To |
Bill To: |
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: |
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 |
|
|
Estimate No. |
Proposal No. |
Sage 50 will append a two-digit number to duplicate Estimate Numbers. |
|
Project Job |
Job |
|
|
Accept Proposal |
Not converted |
|
|
Close Proposal |
Not converted |
|
|
Drop Ship |
Not converted |
|
|
P.O. Number |
Customer PO |
Sage 50 will convert the LAST 20 characters of the PO Number. |
|
Ship Via |
Not converted. Defaults to ‘None’ in PT. |
|
|
Terms |
Terms |
|
|
Rep |
Sales Rep |
|
|
Account Number |
Not converted |
|
|
FOB |
Not converted |
|
|
Other 1 |
Not converted |
|
|
Other 2 |
Not converted |
|
|
Contract # |
Not converted |
|
|
Custom Fields (all) |
Not converted |
|
|
A/R Account |
||
|
Item |
Item |
|
|
Description |
Description |
Sage 50 will convert only the first 160 characters |
|
Qty. |
Quantity |
|
|
Other 1 |
Not converted |
|
|
Other 2 |
Not converted |
|
|
U/M |
U/M |
Not converted. |
|
G/L Account |
||
|
Cost |
Unit Price |
|
|
Amount |
Amount |
|
|
Prev Billed Amt – |
Prev Billed Amt |
Not converted. |
|
Job |
Converted directly when a job is associated with an Estimate via the customer; job field in QuickBooks. The job, when available, will be converted to every line item on the Sage 50 Proposal. |
|
|
Markup |
Not converted |
|
|
Tax (code) |
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. |
|
Color |
Not converted |
|
|
Material |
Not converted |
|
|
Customer Message |
Note (2000) |
Converts to a Customer Note. It is set to print “After Line Items.” |
|
Tax (code) |
Sales Tax (ID) |
|
|
Tax (amount) |
Sales Tax (amount) |
|
|
Freight |
Not converted |
|
|
Total |
Proposal Total |
Calculated field |
|
To be emailed |
Not Converted |
|
|
Customer Tax Code |
Not Converted |
|
|
Memo |
Note |
Memo is converted to an Internal Note in Sage 50. Only the first 2000 characters will be converted. |