Reference this list while mapping your fields to decide exactly what information you want in your style, and where you’d like to put it.
Standalone Fields – Company Information
These fields contain your company information and should not be placed inside of tables. Since this information doesn’t change often, we recommend that you enter this information directly into your template as static text.
|
QuickBooks Field
|
Field Description
|
|
Company Name
|
Your company name from settings
|
|
Company Address
|
Your company address from settings
|
|
Company Tax Identification Number
|
Your company Tax ID from settings
|
|
Company Business Identification Number
|
Your company Business Identification Number from settings
|
|
Company Email
|
Your company email
|
|
Company Phone
|
Your company phone number
|
|
Company Website
|
Your company website
|
Standalone Fields – Customer information
These fields contain information about your customers, and should not be placed inside of tables.
|
EZ Map Field
|
Description
|
Can be used for
|
|
<customername>
|
Customer name
|
Invoice & Estimates
|
|
<billingaddress>
|
Billing address
|
Invoice & Estimates
|
|
<duedate>
|
Due Date/Expiry Date
|
Invoice & Estimates
|
|
<billingtaxnumber>
|
Customer's Tax Registration number
|
Invoice & Estimates
|
|
<shippingaddress>
|
Shipping address
|
Invoice & Estimates
|
|
<shipdate>
|
Ship date
|
Invoice & Estimates
|
|
<shipvia>
|
Delivery/Ship via information
|
Invoice & Estimates
|
|
<trackingno>
|
Tracking number
|
Invoice & Estimates
|
Invoice Fields
Fields below are other common Scalar Fields (non-repeatable fields) which apply to Invoices
|
EZ Map Field
|
Description
|
Can be used for
|
|
<message>
|
Message displayed in invoice
|
Invoice & Estimates
|
|
<duedate>
|
Due Date
|
Invoice & Estimates
|
|
<invoiceno>
|
Invoice Number
|
Invoice & Estimates
|
|
<date>
|
Invoice Date
|
Invoice & Estimates
|
|
<terms>
|
Terms
|
Invoice & Estimates
|
|
<custom1>
|
Custom Field 1
|
Invoice & Estimates
|
|
<custom2>
|
Custom Field 2
|
Invoice & Estimates
|
|
<custom3>
|
Custom Field 3
|
Invoice & Estimates
|
|
<purchasesalelocation>
|
Place of Supply (POS)
|
Invoice & Estimates
|
|
<exchangerate>
|
Exchange Rate
|
Invoice & Estimates
|
Activity Table Fields
These fields are part of the activity table that make up the body of your invoice.
|
EZ Map Field
|
Description
|
Can be used for
|
|
<srno>
|
Row number
|
Invoice & Estimates
|
|
<item>
|
Item/Product/Service
|
Invoice & Estimates
|
|
<itemdescription>
|
Item, Product or Service Description
|
Invoice & Estimates
|
|
<amount>
|
Amount/Line total
|
Invoice & Estimates
|
|
<qty>
|
Quantity
|
Invoice & Estimates
|
|
<rate>
|
Rate/Price
|
Invoice & Estimates
|
|
<servicedate>
|
Service date
|
Invoice & Estimates
|
|
<lineitemdiscount>
|
Discount
|
Invoice & Estimates
|
|
<tax>
|
Tax/Taxes
|
Invoice & Estimates
|
|
<sku>
|
SKU
|
Invoice only
|
|
<uqc>
|
Unit Code/UQC
|
Invoice only
|
|
<itemclassificationcode>
|
HSN/SAC
|
Invoice only
|
Tax Summary Fields
If you display tax summary on your invoices, use these fields to map your template.
|
EZ Map Field
|
Description
|
Can be used for
|
|
<taxrate>
|
Tax rate
|
Invoice & Estimates
|
|
<taxamount>
|
Total tax amount
|
Invoice & Estimates
|
|
<taxhomeamount>
|
Total tax amount in home currency
|
Invoice & Estimates
|
|
<nethomeamount>
|
Net amount in home currency
|
Invoice & Estimates
|
|
<netamount>
|
Net Amount
|
Invoice & Estimates
|
Account Summary Fields
If you display account summary on your invoices, use these fields to map your template.
|
EZ Map Field
|
Description
|
Can be used for
|
|
<accountsummaryamount>
|
Account summary amount/balance
|
Invoice only
|
|
<accountsummarydate>
|
Account summary date
|
Invoice only
|
|
<accountsummarydescription>
|
Account summary description
|
Invoice only
|
Subtotal Fields
These fields make up the subtotal section of your invoice. It is important to note that these sections must be part of a separate table and cannot be placed in the same table as your Activity Table. It’s important to map these fields carefully to ensure the accuracy of your generated forms.
|
EZ Map Field
|
Description
|
Can be used for
|
|
<amountdue>
|
Total amount due/Balance due /Account balance
|
Invoice only
|
|
<dueamountinwords>
|
Amount due in words
|
Invoice only
|
|
<subtotal>
|
Subtotal
|
Invoice only
|
|
<discountbeforetax>
|
Discount before tax
|
Invoice only
|
|
<discountaftertax>
|
Discount after tax
|
Invoice only
|
|
<totaltax>
|
Total tax/taxes
|
Invoice only
|
|
<shippingcharge>
|
Shipping charges
|
Invoice only
|
|
<total>
|
Invoice total due
|
Invoice only
|
|
<amountpaid>
|
Amount Paid/Payment
|
Invoice only
|
|
<deposit>
|
Deposit/Pre-payment/Down payment
|
Invoice only
|
|
<totalofnewcharges>
|
Total Of New Charges
|
Invoice only
|
