QBooks Office Customers / Sale Cycle

Customers / Jobs
Customer Types
Job Types
Customer Messages
Shipping Methods
Payment Methods

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Ver	Field Name	Type	Prop	IIF Name	Description
-45	nKey	Long	PKey	REFNUM	Unique customer or job record identifier
-45	sName	S41	Req	-	Short name of this customer or job Does not include colon separators or names of parent jobs or customer.
-45	sFullName	S209	Req	NAME	Full name with colon separators - w/ name(s) of parents if any
-45	nNestLevel	Long	OptDft0	-	Depth of nesting. Parent (root) if missing
-45	kParent	Long	FKeyOpt	-	Key of parent in this set of records This does not exist for customers, only for jobs. If top level job, this is the customer's key. If nested job, this is it's parent job's key. There is a maximum of 4 nested levels of jobs under each customer.
-45	sEntityType	S8	Req	-	Entity type - always "Customer" or "Job"
-45	sCompanyName	S41	Opt	COMPANY- NAME	Alternate name of company (box Company Name)
-45	sSalutation	S15	Opt	SALUTA- TION	Salutation (Mr., Mrs., etc. of contact)
-45	sFirstName	S25	Opt	FIRSTNAME	First name of person
-45	sMidName	S5	Opt	MIDINIT	Person's middle name or initial
-45	sLastName	S25	Opt	LASTNAME	Person's last name
-45	sContact	S41	Opt	CONT1	Primary contact name
-45	sPhone	S21	Opt	PHONE1	Main telephone number
-45	sPhoneFax	S21	Opt	FAXNUM	Fax telephone number
-45	sPhone2	S21	Opt	PHONE2	Second telephone number
-45	sContact2	S41	Opt	CONT2	Secondary contact name
-45	sBillAddr1	S41	Opt	BADDR1	Billing address line
-45	sBillAddr2	S41	Opt	BADDR2	Billing address line
-45	sBillAddr3	S41	Opt	BADDR3	Billing address line
-45	sBillAddr4	S41	Opt	BADDR4	Billing address line
-45	sBillAddr5	S41	Opt	BADDR5	Billing address line
-45	sShipAddr1	S41	Opt	SADDR1	Shipping address line
-45	sShipAddr2	S41	Opt	SADDR2	Shipping address line
-45	sShipAddr3	S41	Opt	SADDR3	Shipping address line
-45	sShipAddr4	S41	Opt	SADDR4	Shipping address line
-45	sShipAddr5	S41	Opt	SADDR5	Shipping address line
-45	sAccount	S99	Opt	NOTE	Customer's account number (not in chart of accounts)
-45	kCustType	Long	FKeyOpt	CTYPE	Key of customer type (box Type). Applies to Customer only.
-45	kTerms	Long	FKeyOpt	TERMS	Key of payment terms for payments from this customer (box Terms). Applies to Customer only.
-45	kEmployee	Long	FKeyOpt	REP	Key of employee responsible for this customer or job (box Rep). Applies to Customer only. The output value is the full name of the employee.
-45	mCreditLimit	Curr	Opt	LIMIT	Maximum credit limit for this customer. Applies to Customer only.
-45	bTaxable	Bool	OptDftF	TAXABLE	T if sales tax should be charged for this customer (box Customer is taxable). Applies to Customer only.
-45	kTaxItem	Long	FKeyOpt	TAXITEM	Key of tax (inventory) item for this customer (box Tax Item). Applies to Customer only.
-45	sResaleNum	S15	Opt	RESALENUM	State resale certificate number so sales tax is not charged
-45	sCustomField1...	S30	Opt	CUSTFLD1	Custom field value used in customer or job
-45	sCustomField15	S30	Opt	CUSTFLD15	Custom field value used in customer or job
-45	sJobStatus	S12	Opt	JOBSTATUS	Current job status (box Job Status) Applies to job only.
-45	dJobStart	Date	Opt	JOBSTART	Date job was started (box Start Date) Applies to job only.
-45	dJobProjectedEnd	Date	Opt	JOBPROJ- END	Date job was last projected to be completed (box Projected End) Applies to job only.
-45	dJobActualEnd	Date	Opt	JOBEND	Date job was actually completed (box End Date) Applies to job only.
-45	sJobDescr	S99	Opt	JOBDESC	Description of job. Applies to job only.
--5	kJobType	Long	FKeyOpt	JOBTYPE	Key of job type Applies to job only.
-45	sNotes	Memo	Opt	NOTEPAD	Memo notes about this customer or job Unlimited length.
-45	mQuote	Curr	Opt	-	Dollar amount of last quotation Only one quotation is maintained per customer or job. Not visible in form.
-45	mBalance	Curr	Opt	-	Current balance owed by this customer. Not visible on form.
-45	kDocLastQuote	Long	FKeyOpt	-	Key of TranDoc containing last quotation
--5	bInactive	Bool	OptDftF	HIDDEN	T if currently inactive (Inactive checkbox is checked)

Contents of this page
QBooks Office Overview

Ver	Field Name	Type	Prop	IIF Name	Description
-45	nKey	Long	PKey	REFNUM	Unique customer type record identifier
-45	sName	S31	Req	-	Short name of customer type Does not include colon separators or names of parent customer type(s).
-45	sFullName	S159	Req	NAME	Full name with colon separators - w/ name(s) of parents if any
-45	nNestLevel	Long	OptDft0	-	Depth of nesting. Parent (root) if missing
-45	kParent	Long	FKeyOpt	-	Key of parent in this set of records
--5	bInactive	Bool	OptDftF	HIDDEN	T if currently inactive (Inactive checkbox is checked)

Contents of this page
QBooks Office Overview

Ver	Field Name	Type	Prop	IIF Name	Description
--5	nKey	Long	PKey	REFNUM	Unique record identifier
--5	sName	S31	Req	-	Short name. Does not include colon separators or names of parent job type(s).
--5	sFullName	S159	Req	NAME	Full name with colon separators - w/ name(s) of parents if any
--5	nNestLevel	Long	OptDft0	-	Depth of nesting. Parent (root) if missing
--5	kParent	Long	FKeyOpt	-	Key of parent in this set of records
--5	bInactive	Bool	OptDftF	HIDDEN	T if currently inactive (Inactive checkbox is checked)

Contents of this page
QBooks Office Overview

Ver	Field Name	Type	Prop	IIF Name	Description
-45	nKey	Long	PKey	REFNUM	Unique customer message record identifier
-45	sName	S101	Req	NAME	The message
--5	bInactive	Bool	OptDftF	HIDDEN	T if currently inactive (Inactive checkbox is checked)

Contents of this page
QBooks Office Overview

Ver	Field Name	Type	Prop	IIF Name	Description
-45	nKey	Long	PKey	REFNUM	Unique shipping method record identifier
-45	sName	S15	Req	NAME	Name of this shipping method
--5	bInactive	Bool	OptDftF	HIDDEN	T if currently inactive (Inactive checkbox is checked)

Contents of this page
QBooks Office Overview

Ver	Field Name	Type	Prop	IIF Name	Description
-45	nKey	Long	PKey	REFNUM	Unique customer payment method record identifier
-45	sName	S31	Req	NAME	Name of this payment method
--5	bInactive	Bool	OptDftF	HIDDEN	T if currently inactive (Inactive checkbox is checked)

Contents of this page
QBooks Office Overview