Sales Invoice Fields (QuickBooks Conversion)

The following table outlines which QuickBooks data items are converted to Sage 50 and which are not.

QuickBooks 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
Bill To	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
Invoice Number	Invoice No.	Sage 50 will append a two-digit number to duplicate Invoice Numbers.
Rep	Sales Rep
	Drop Ship	Not converted
P.O. Number	Customer PO	Sage 50 will convert the LAST 20 characters of the PO Number.
S.O. No	SO No.	Links the Invoice with the Sales Order
Ship Date	Ship Date
Ship Via	Ship Via
Terms	Terms
Due Date		Not converted
F.O.B		Not converted
Project/Job		Converted to the line items in PT. All line items are converted to the same job.
Custom fields		Not converted
	A/R Account
Apply to Sales Tab	Apply to Sales Tab
Item Code	Item
Description	Description
Quantity	Quantity
	U/M	Not converted
	G/L Account
Rate	Unit Price
Amount	Amount
	Job	Converted directly when a job is associated with an Invoice via the customer; job field in QuickBooks. The job, when available, will be converted to every line item on the Invoice.
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.
Proposal Amount (Invoice from Proposal)		Not converted
Service Date		Not converted
Other 1		Not converted
Other 2		Not converted
Color		Not converted
Material		Not converted
Estimate Columns	Apply to Proposal tab (Sage 50 Premium Accounting and higher)
Estimate Quantity		Not converted
Estimate Rate		Not converted
Estimate Amount	Proposal Amt
Prior Quantity		Not converted
Prior Avg Rate		Not converted
Prior Amount	Prev Billed Amt	Not converted
Prior %		Not converted
Curr %	Bill %	Not converted
Total %		Not converted

Sales Order Columns	Apply to Sales Order No. tab
Ordered
Prev. Invoiced	Shipped
Backordered		Not converted
S.O. Number	Sales Order No	Links the invoice to the Sales Order. QuickBooks allows for multiple Sales Orders in the line items. When this is detected, Sage 50 will create a separate invoice for each SO detected. The invoice numbers will be updated to the original invoice appended with –nn.
	Remaining	Not converted. Calculated field in PT.

Customer Message	Note	Converts to a Customer Note. It is set to print “After Line Items.”
Subtotal		Calculated field
Tax (code)	Sales Tax (ID)
Tax (amount)	Sales Tax (amount)
	Freight	Not converted
Total	Invoice Total	Calculated field
Payments/Credits	Other Applied Credits
Balance Due	Net Due
Job Total Balance		Not converted
Long Text (disclaimer)		Not converted
	Amount Paid at Sale	Not converted
To be emailed		Not converted
To be printed		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.