Solatech, Inc.

Overview

This article explains what data is exported from SalesPRO when QuickBooks is selected as the accounting application.

QuickBooks Desktop

Employees

• Employee Name - This the full name which is made up of the First M. Last.
• Home address
• The first and second phone numbers
• The first email address

Customers

• Customer Name - This can be either the Customer Name field or the full name which is made up of the First M. Last.
• First Name
• Middle Initial
• Last Name
• Company Name
• Billing Address
• Shipping Address - Only the default shipping address is exported.
• The first and second phone numbers
• The third phone number - This is applied to the fax number when the customer is imported in to QuickBooks.
• The first email address
• The contact name
• Resale number
• The sales rep. name
• Terms - This is optional
• Sales tax group - This will be either the name of the Sales Tax Group or Sales Tax Code depending on your setup. Refer to this KB article for more information on how sales tax is exported to QuickBooks.

Linked Accounts

• Account Name
• Account Type - This will be either an income or cost of good sold account.
• Description

Terms

Note: Terms are sent over a standard terms. Date driven terms are not supported.

• Name
• Due Days
• Discount %
• Discount Days

Payment Methods

• Payment method

Sales Tax Codes

• Code
• Sales tax payable account - By default this is Sales Tax Payable but it can be changed in Application Settings
• Rate %
• Vendor/Agency

Sales Tax Groups

Note: Sales tax groups reference one or more sales tax codes. Make sure to export and then import the sales tax codes first.

• Group Name
• Description

Products

• Name
• Sales Account
• Taxable

Additional Charges (includes customer and vendor promotions)

• Name
• Sales Account
• Taxable

Payments

• Payment date
• Payment account - either an undeposited funds or credit card account. 
• Reference number - this will be the order number only if the payment is fully allocated, otherwise it will be the description you entered on the payment.
• Customer name
• Payment amount
• Payment details - this goes to the memo field

Vendors

• Vendor name
• Billing address
• The first and second phone numbers
• The third phone number - This is applied to the fax number when the customer is imported in to QuickBooks.
• The first email address
• Terms - These are optional

Invoices

• Invoice date - The invoice date if the sale/order was already invoiced, otherwise the current date
• Customer name
• Order total
• Sale/Order number
• Sidemark - Either in the memo field or the customer message field
• To be Printed - Yes or No based on settings
• Customer billing address
• Terms - This is optional
• Shipping method
• Ship date - Based on settings this is either not sent or it is the estimated delivery date or the order delivered date
• Installation address of the sale/order
• Sales rep
• Customer PO number
• The due date based on terms

--Line Items

• Total unit price
• Item description - This is the description string (1 or 2) as setup in Settings
• Item name - Either a product name or additional charge name. The export name is used if one is set, otherwise the original item name is used.
• Quantity
• Unit price

Purchase Orders

• PO date - The date the purchase order was created.
• Vendor name
• PO total
• PO number
• Vendor billing address
• Ship to address - Either the drop ship address or the installation address of the associated sale/order

--Line Items

• Total unit cost
• Item description - This is the description string (1 or 2) as setup in Settings
• Item name - Either a product name or additional charge name. The export name is used if one is set, otherwise the original item name is used.
• Quantity
• Unit cost