ZA will look for Items in QuickBooks, if not recognised then it will create a new item according to the settings
MANDATORY FIELD - ItemRef FullName can refer to an item on any Item list (ItemDiscount, ItemInventory, and so on excluding Group Items). The exchange rate is the market price for which this currency can be exchanged for the currency used by the QuickBooks company file as the "home" currency. Other field included in the header area of the credit memo Refers to the sales-tax code for sales related to this customer. More in importing tax transactions (accepted values true or false) Only for CA, UK and AU editions of QuickBooks. Prompt user to email this credit memo from QuickBooks, customer needs to have email address (accepted values true or false)įlag to determine whether the amounts are inclusive or exclusive of tax. QuickBooks uses the term FOB, ?freight on board,? to indicate the place from which the product is shippedĪ standard message to a customer that comes from the QuickBooks listĬheck box to prompt user to print the form (accepted values true or false)
Initials of the sale rep, A sales representative must be on the Employee, Vendor, or Other Names list within QuickBooks Payment terms for the Customer, This will be an item on the DateDrivenTerms or StandardTerms listĭate payment due, if not mapped QuickBooks may calculate this based on Customers defualt terms Assigned to the entire transaction.Ī sales-tax item is used to calculate a single sales tax that is collected at a specified rate and paid to a single agencyĪ shipping method, for example, standard mail or overnight delivery Sales tax code item (US only) more on importing Sales Tax Codes into QuickBooks. value accepted true or falseĪ finance-charge item has been added to the credit memo If IsPending is set to true, the credit memo has not been completed. Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information If Update address details selected then customers Email number updated If Update address details selected then customers Fax number updated If Update address details selected then customers Phone number updated MANDATORY FIELD - Credit Memo Reference number, duplicate RefNumbers are accepted in QuickBooks, see also Auto Numberingīilling Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information The date of the credit memo, If you leave TxnDate out the mapping, QuickBooks will prefill it with the date of the credit memo that was most recently saved. Templates specify how to print the credit memo Refers to an accounts receivable account in the QuickBooks file If Axis cannot find a Customer then it will create a new customer record.Ĭurrency to be used if creating a new Customer, otherwise currency is determined by the currency for the existing CustomerĬlass used for the credit memo, must exist in QuickBooks MANDATORY FIELD - Customer Full Name as appears in QuickBooks ie ACME Inc:Project 101:Job A ,colons are used as a separators. What fields can be mapped when importing credit memos QuickBooks Field