You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > How to Import Using Transaction Pro Importer > Online Importer > Sales Receipt Import Fields for Transaction Pro Online
Sales Receipt Import Fields for Transaction Pro Online
print icon

 

 
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes
RefNumber Sales Receipt no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted  by this column prior to importing. 
Customer Customer Y Alpha-numeric 100 If importing a sub-Customer or Project, must include the full name. See this article for more info.
TxnDate Sales Receipt date N Date N/A If no date is imported, transaction will be dated the day of the import.
ShipDate Shipping date N Date N/A  
ShipMethodName Ship via N Alpha-numeric 31  
TrackingNum Tracking no N Alpha-numeric 99  
Location Location N Alpha-numeric 100 May be set as Business, Department, Division, Location, Property, Store, or Territory in QuickBooks Online Settings. However, the field will also be named Location in TPro mapping. If importing a sub-Location, see this article for more info.
Class Class N Alpha-numeric 100 Class if the setting in QuickBooks Online is for one class per transaction. If importing a sub-Class, see this article for more  info.
BankAccount Deposit to Y Alpha-numeric 100 Import either the full Account Name or the Account Number of the Bank Account into which the payment is being deposited. See this article for more info.
PaymentMethod Payment method N Alpha-numeric 31  
PaymentRefNumber Reference no N Alpha-numeric 31  
BillAddrLine1 Billing address N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrLine2 Billing address N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrLine3 Billing address N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrLine4 Billing address N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrCity Billing address N Alpha-numeric 255 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrState Billing address N Alpha-numeric 255 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrPostalCode Billing address N Alpha-numeric 30 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
BillAddrCountry Billing address N Alpha-numeric 255 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrLine1 Shipping to N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrLine2 Shipping to N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrLine3 Shipping to N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrLine4 Shipping to N Alpha-numeric 500 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrCity Shipping to N Alpha-numeric 255 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrState Shipping to N Alpha-numeric 255 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrPostalCode Shipping to N Alpha-numeric 30 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
ShipAddrCountry Shipping to N Alpha-numeric 255 If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field.
PrivateNote Message displayed on statement N Alpha-numeric 4000  
Msg Message displayed on sales receipt N Alpha-numeric 4000  
Currency   N Alpha  3 Only available if multi-currency activated in QuickBooks Online. Must match currencies pre-defined in QuickBooks Online. It will default to Currency assigned the Customer. If setting the Customer up "on the fly," this field will be the assigned Currency.
ExchangeRate   N Numeric   For all currencies except for BITCOIN, the saved Exchange Rate for that currency in QuickBooks Online must be used.
BillEmail Email N Alpha-numeric 100 Must be valid Email. If multiple Email addresses, separate each Email by a comma.
ToBePrinted Print Later N Y or N N/A Default is False (unchecked). To check field, valid values are 1, t, true, y, or yes.
ToBeEmailed Send Later N Y or N N/A Default is False (unchecked). To check field, valid values are 1, t, true, y, or yes.
ShipAmt Shipping N Numeric 11 Maximum value 99,999,999,999.
ShipItem          
TipAmt Tip N Numeric 11 Maximum value 99,999,999,999.
DiscountAmt Discount value N Numeric 11 Maximum value 99,999,999,999. The value for this field imports is a set Discount Amount. Import as positive number.
DiscountRate Discount percent N Numeric 11 Maximum value 99,999,999,999. The value for this field imports as a Discount Percentage. Import as positive number.
TaxAmt Select tax rate N Numeric 11 Maximum value 99,999,999,999. Only a valid import field for US Version of QuickBooks Online and if on Manual Tax Calculation. Otherwise, tax is calculated based upon the Customer's tax setting, the Customer's ship to address, and the tax setting of the Product/Service.
DiscountTaxable   N Y or N N/A To import Discount as Taxable, valid values are 1, t, true, y, or yes. To import Discount as Nontaxable, valid values are 0, f, false, n, or no. Default is Nontaxable.
LineServiceDate Service Date N Date N/A  
LineItem Product/Service Y Alpha-numeric 100  
LineDesc Description N Alpha-numeric 4000  
LineQty Qty N Numeric 11 Maximum value 99,999,999,999. If importing an Inventory type, quantity is required.
LineUnitPrice Rate N Numeric 11 Maximum value 99,999,999,999.
LineAmount Amount N Numeric 11 Maximum value 99,999,999,999.
LineClass Class N Alpha-numeric 100 If importing a sub-Class, see this article for more info.
LineTaxable Tax N Y or N N/A To import Item as Taxable, valid values are 1, t, true, y, or yes. To import Item as Nontaxable, valid values are 0, f, false, n, or no. Default is Nontaxable.
Custom Field 3   N Alpha-numeric 30 The name of this field will reflect the name assigned in QuickBooks Online Settings.
Custom Field 2   N Alpha-numeric 30 The name of this field will reflect the name assigned in QuickBooks Online Settings.
Custom Field 1   N Alpha-numeric 30 The name of this field will reflect the name assigned in QuickBooks Online Settings.
Feedback
1 out of 3 found this helpful

scroll to top icon