Sales Order Fields (QuickBooks Conversion)

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

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

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 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

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

Description

Sage 50 will convert only the first 160 characters.

GL Account

.

U/M

Not converted

Quantity

Other 1

Not converted

Backordered

Not converted

Rate

Unit Price

Other 2

Not converted

Amount

Invoiced

Shipped

To Pick

Not converted

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