Fields for lists

Customers

Customer ID	Customer Name
Contact	Telephone 1
Type	Balance
Bill to Address 1	Bill to Address 2
Bill to City	Bill to State
Bill to Zip	Bill to Country
Ship to Address 1	Ship to Address 2
Ship to City	Ship to State
Ship to Zip	Ship to Country
Telephone 2	Fax
Email	Account No.
Prospect	Sales Rep
Custom fields 1-5	Last Invoice Date
Last Invoice Amt	Last Payment Date
Last Payment Amt	Avg Days to Pay Invoices
Last Statement Date	Inactive
Attachments

Quotes

Customer ID	Period
Date	Quote No.
Amount	Customer/Prospect Name
Bill to Address 1	Bill to Address 2
Bill to City	Bill to State
Bill to Zip	Bill to Country
Ship to Address 1	Ship to Address 2
Ship to City	Ship to State
Ship to Zip	Ship to Country
Good Thru	Drop Ship
Customer PO No.	Ship Via
Sales Rep	Sales Tax Amount
Freight Amount	Tracking Status (Sage 50 Quantum Accounting)
Assigned To (Sage 50 Quantum Accounting)	Tracking Note (Sage 50 Quantum Accounting)

Proposals

Customer ID	Period
Date	Proposal No.
Amount	Open?
Customer Name	Bill to Address 1
Bill to Address 2	Bill to City
Bill to State	Bill to Zip
Bill to Country	Ship to Address 1
Ship to Address 2	Ship to City
Ship to State	Ship to Zip
Ship to Country	Complete By:
Accept Proposal	Drop Ship
Customer PO No.	Ship Via
Terms	Sales Rep
Sales Tax Amount	Freight Amount
Tracking Status (Sage 50 Quantum Accounting)	Assigned To (Sage 50 Quantum Accounting)
Tracking Note (Sage 50 Quantum Accounting)

Sales Orders

Customer ID	Period
Date	SO No.
Amount	Customer Name
Bill to Address 1	Bill to Address 2
Bill to City	Bill to State
Bill to Zip	Bill to Country
Ship to Address 1	Ship to Address 2
Ship to City	Ship to State
Ship to Zip	Ship to Country
Ship By	Close SO
Drop Ship	Customer PO No.
Ship Via	Sales Rep
Sales Tax Amount	Freight Amount
Tracking Status (Sage 50 Quantum Accounting)	Assigned To (Sage 50 Quantum Accounting)
Tracking Note (Sage 50 Quantum Accounting)	Attachments

Sale Invoices

Customer ID	Invoice No.
Period	Date
Status	Invoice Total
Net Due	Customer Name
Bill to Address 1	Bill to Address 2
Bill to City	Bill to State
Bill to Zip	Bill to Country
Ship to Address 1	Ship to Address 2
Ship to City	Ship to State
Ship to Zip	Ship to Country
Drop Ship	Customer PO No.
Ship Via	Ship Date
Sales Rep	Sales Tax
Freight	Other Applied Credits
Amount Paid at Sale	Credit Status
Recurring	Note
Tracking Status (Sage 50 Quantum Accounting)	Assigned To (Sage 50 Quantum Accounting)
Tracking Note (Sage 50 Quantum Accounting)	Attachments

Receipts

Customer/Vendor ID	Receipt No.
Period	Date
Reference No.	Receipt Amount
Deposit Ticket ID	Customer/Vendor Name
Address Line 1	Address Line 2
City	State
Zip	Country
Payment Method	Prepayment
Sales Rep	Sales Tax
Sales Tax	Cardholder's name
CC Billing Address Line 1	CC Billing Address Line 2
CC City	CC State
CC Zip	CC Country
Comment	CC Number
CC Expiration Date	Tracking Status (Sage 50 Quantum Accounting)
Assigned To (Sage 50 Quantum Accounting)	Tracking Note (Sage 50 Quantum Accounting)

Deposits

Account ID	Date
Deposit Ticket ID	Amount

Credit Memos

Customer ID	Credit No.
Period	Date
Status	Net Credit Due
Customer Name	Customer PO No.
Bill to Address Line 1	Bill to Address Line 2
Bill to City	Bill to State
Bill to Zip	Bill to Country
Terms Date Due	Discount Amount
Discount Date	Terms
Sales Rep	Return Authorization
Sales Tax	Freight
Other Applied Receipts	Credit Applied to Invoice
Credit Total	Tracking Status (Sage 50 Quantum Accounting)
Assigned To (Sage 50 Quantum Accounting)	Tracking Note (Sage 50 Quantum Accounting)

Sales Taxes

Sales Tax ID	Description
Tax Freight	Total Sales Tax Rate

Sales Tax Agencies

ID	Description
Account	Rates
Tax Payable To

Contacts

Customer ID	First Name
Last Name	Company Name
Job Title	Telephone 1
Primary	Customer Name
Title	Middle Initial
Suffix	Telephone 2
Fax	Email
Gender	Address
Note	Default Ship To Contact
Display Name

Vendors

Vendor ID	Vendor Name
Contact	Telephone 1
Type	Balance
Mail to Address 1	Mail to Address 2
Mail to City	Mail to State
Mail to Zip	Mail to Country
Remit to Address Line 1	Remit to Address Line 2
Remit to City	Remit to State
Remit to Zip	Remit to Country
Telephone 2	Fax
Email	Account No.
Purchase Rep	Tax ID No.
1099 Type	Custom fields 1-5
Last Invoice Date	Last Invoice Amt
Last Payment Date	Last Payment Amt
Inactive	Expense Account
Website	Ship Via
Terms & Credit	Vendor Since

Purchase Orders

Vendor ID	PO No.
Period	Date
PO Total	Open
Vendor Name	Good Thru
Drop Ship	Remit To Address Line 1
Remit to Address Line 2	Remit to City
Remit to State	Remit to Zip
Remit to Country	Ship to Address Line 1
Ship to Address Line 2	Ship to City
Ship to State	Ship to Zip
Ship to Country	Customer SO No.
Customer Invoice No.	Discount Amount
Terms	Ship Via
A/P Account	Tracking Status (Sage 50 Quantum Accounting)
Assigned To (Sage 50 Quantum Accounting)	Tracking Note (Sage 50 Quantum Accounting)
Attachments

Purchases

Vendor ID	Invoice No.
Period	Date
Status	Net Due
Waiting on Bill	Vendor Name
Drop Ship	Remit to Address Line 1
Remit to Address Line 2	Remit to City
Remit to State	Remit to Zip
Remit to Country	Ship to Address Line 1
Ship to Address Line 2	Ship to City
Ship to State	Ship to Zip
Ship to Country	Customer SO No.
Customer Invoice No.	Due Date
Discount Amount	Discount Date
Terms	Ship Via
A/P Account	Other Payments and Credits
Amount Paid at Purchase	Invoice Total
Recurring	Tracking Status (Sage 50 Quantum Accounting)
Assigned To (Sage 50 Quantum Accounting)	Tracking Note (Sage 50 Quantum Accounting)
Attachments

Payments

Customer/Vendor ID	Check No.
Period	Date
Amount	Cash Account
Customer/Vendor Name	Address Line 1
Address Line 2	City
State	Zip
Country	Payment Method
Memo	Prepayment
Electronic Payment	Recurring (Sage 50 Quantum Accounting)
Tracking Status (Sage 50 Quantum Accounting)	Assigned To (Sage 50 Quantum Accounting)
Tracking Note (Sage 50 Quantum Accounting)	Attachments

Write Checks

Vendor ID	Check No.
Period	Date
Amount	Cash Account
Vendor Name	Address Line 1
Address Line 2	City
State	Zip
Country	Payment Method
Memo	Expense Account
Description	Job
Electronic Payment	Recurring
Tracking Status	Assigned To
Tracking Note (Sage 50 Quantum Accounting)

Vendor Credit Memos

Vendor ID	Credit No.
Period	Date
Status	Net Credit Due
Waiting on Bill	Vendor Name
Remit to Address Line 1	Remit to Address Line 2
Remit to City	Remit to State
Remit to Zip	Remit to Country
Due Date	Discount Amount
Discount Date	Displayed Terms
Return Authorization	A/P Account
Other Applied Payments	Credit Applied to Invoice
Credit Total	Tracking Status (Sage 50 Quantum Accounting)
Assigned To (Sage 50 Quantum Accounting)	Tracking Note (Sage 50 Quantum Accounting)

Employees

Employee ID	Last Name
First Name	Home Phone
Type	Employee/Sales Rep/Both
Address 1	Address 2
City	State
Zip	Country
E-Mail	Hired
Terminated	Social Security No.
Middle Initial	Pay Method
Hourly/Salary Billing Rate	Frequency
Hours per Pay Period	Retirement Plan
Statutory Employee	Custom Fields 1-5
Inactive	Nickname
Work Phone	Mobile Phone
Email 2	Division
Location	Department
Next Review Date

Paychecks

Employee ID	Check No.
Period	Date
Amount	Pay Period Ends
Employee Name	Address Line 1
Address Line 2	City
State	Zip
Country	Gross Pay

Chart of Accounts

Account ID	Description
Type	Running Balance
Inactive

General Journal Entries

Reference No.	Period
Date	Amount
Reverse Transaction	Recurring
Description

Inventory and Services

Item ID	Description
Item Class	Price Level 1
Last Unit Cost	Other Price Levels
Description for Sales	Description for Purchases
Cost Method	Subject to Commission
UPC/SKU	Part Number
Item Type	Location
Weight	Qty on Hand
Qty on SOs/Proposals	Qty on POs
Minimum Stock	Reorder Qty
Preferred Vendor ID	Buyer ID
Custom Fields	No. Units Sold
Sales ($)	No. Units Received
Costs ($)	Unit Revenue
Inactive	Stocking U/M

Inventory Adjustments

Item ID	Description/Name
Period	Date
Reference	Job
GL Source Acct	Unit Cost
Quantity on Hand	Adjust Quantity By
New Quantity	Reason to Adjust

Item Sales History by Customer

Item ID	Description
Customer ID	Customer Name
Type	Date
Quantity	Unit Price
Description for Sales	Description for Purchases
Item Note	Item Class
Last Unit Cost	Inactive
Cost Method	UPC/SKU
Part Number	Item Type
Location	Stocking U/M
Weight	Custom Fields 1-5
Invoice No.	Status
Bill To Address 1	Bill To Address 2
Bill To City	Bill To State
Bill To Zip	Ship To Address 1
Ship To Address 2	Ship To City
Ship To State	Ship To Zip
Ship To Country	Drop Ship
Customer PO No.	Ship Via
Ship Date	Sales Rep

Jobs

Job ID	Description
Supervisor	For Customer
Start Date	Projected End Date
Job Status	Actual End Date
Address Line 1	Address Line 2
City	State
Zip	Country
Type	PO No.
Percent Complete	Custom Fields 1-5
Expenses	Revenue
Use Phases	Inactive (Sage 50 Quantum Accounting)
Billing Method (Sage 50 Quantum Accounting)	Labor Burden Percent (Sage 50 Quantum Accounting)
Retainage Percent (Sage 50 Quantum Accounting)

Phases

Phase ID	Description
Cost Type	Use Cost Codes
Inactive

Cost Codes

Cost ID	Description
Cost Type	Inactive

Change Orders

Job ID	Change Order No.
Change Order Date	Change Description
Total Change-Exp	Total Change-Rev
Applied to Job?	Job Description
Change in schedule?	New Projected End Date
Change Note	Total Change-Units
Approved?	Approved Date
Approved By	Applied to transaction?

Time Tickets

Ticket No.	Date
Employee/Vendor ID	Activity Item ID
Customer/Job ID	Billing Status
Invoiced?	Duration
Billing Amount	Invoice No.
Whose time is to be billed?	Employee/Vendor Name
To be applied	Customer/Job Name
Activity Name	Ticket Description for Invoice
Start Time	End Time
Break	Billing Type
Billing Rate	Pay Level
Ticket applied to Payroll?

Expense Tickets

Ticket No.	Date
Employee/Vendor ID	Charge Item ID
Customer/Job ID	Billing Status
Invoiced?	Quantity
Billing Amount	Invoice No.
Whose expense is to be recorded?	Employee/Vendor Name
To be applied	Customer/Job Name
Charge Item Name	Ticket Description for Invoice
Unit Price	Reimbursable to Employee?

Notification Rules (Sage 50 Quantum Accounting)

Transaction Type	Condition
Assignee/Status	Send To
Rule Description	Inactive
Copy	Delete
Additional Message	Message
Rule Last Updated

My Notifications

Select	Transaction
Message	Additional Message
Notification Date/Time	Email
Modified By	Rule Description