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. |