Sales Order 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 |
|
|
Name/Address |
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 |
|
|
S.O. No. |
SO No. |
Sage 50 will append a two-digit number to any duplicate Sales Order Numbers. |
|
Drop Ship |
Not converted |
|
|
P.O Number |
Customer PO |
Sage 50 will convert the LAST 20 characters of the PO Number. |
|
Ship Via |
Ship Via |
|
|
Ship Date |
Ship by |
Since the Ship by field in Sage 50 cannot be earlier than the transaction date, if the Ship Date in QuickBooks is earlier than the Trans Date, the Ship by field will be changed to the transaction date in Sage 50. If the Ship Date is not a field on a template, then the Ship by date will be changed to the transaction date in Sage 50. |
|
Rep |
Sales Rep |
|
|
Terms |
Terms |
|
|
A/R Account |
||
|
Account Number |
Not converted |
|
|
FOB |
Not converted |
|
|
Project/Job |
Converted if a job is selected in the customer:job |
|
|
Other |
Not converted |
|
|
Custom Fields |
Not converted |
|
|
Item |
Item |
|
|
Description |
Description |
Sage 50 will convert only the first 160 characters. |
|
GL Account |
. |
|
|
U/M |
U/M |
Not converted |
|
Quantity |
Quantity |
|
|
Other 1 |
Not converted |
|
|
Backordered |
Not converted |
|
|
Rate |
Unit Price |
|
|
Other 2 |
Not converted |
|
|
Amount |
Amount |
|
|
Invoiced |
Shipped |
|
|
To Pick |
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. |
|
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 Sales Order. |
|
|
Color |
Not converted |
|
|
Material |
Not converted |
|
|
Customer Message |
Notes |
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 |
Sales Order Total |
Calculated field |
|
To be Printed |
Not converted |
|
|
To be emailed |
Not converted |
|
|
Customer Tax Code |
Sales Tax |
|
|
Closed |
Close SO |
Not converted |
|
Memo |
Notes |
Memo is converted to an Internal Note in Sage 50. Only the first 2000 characters will be converted. |
|
Quote No. (appears on sales orders when a quote is converted to a SO) |
Not converted |