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This section contains record types that don't easily fit in other categories - as well as settings.
Other names are people and/or companies other than customers, vendors, and employees. To do notes are simple reminder notes. Company contains fields about the user company itself. Settings contains most of the file settings that can be set with the File / Preferences... menu. The documentation for setting is currently incomplete - although the QBooks Office currently exports them. |
Other Names
To Do Notes
Company
Settings
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Other names are companies and/or people (similar to customers, vendors, and employees) that have not been more specifically classified. Large numbers of them exist in files originally created from Quicken. They are also often used for business owners and occasionally for other miscellaneous people and or companies. They are not nested. An other name can also be changed at any time to a customer, vendor, or employee - but it is not possible to reverse the change. |
Fields in record type: OtherName |
Ver |
Field Name |
Type |
Prop |
IIF Name |
Description |
-45 |
nKey |
Long |
Req |
REFNUM |
Unique record identifier |
-45 |
sName |
S41 |
Req |
NAME |
Name used for this entity |
-45 |
sCompanyName |
S41 |
Opt |
COMPANY- |
Full name of this company |
-45 |
sSalutation |
S15 |
Opt |
SALUTA- |
Salutation for contact (Mr., Mrs, etc.) |
-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 |
sAddr1 |
S41 |
Opt |
BADDR1 |
Address line |
-45 |
sAddr2 |
S41 |
Opt |
BADDR2 |
Address line |
-45 |
sAddr3 |
S41 |
Opt |
BADDR3 |
Address line |
-45 |
sAddr4 |
S41 |
Opt |
BADDR4 |
Address line |
-45 |
sAddr5 |
S41 |
Opt |
BADDR5 |
Address line |
-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 |
sNoteAccount |
S99 |
Opt |
NOTE |
Account field - miscellaneous data |
-45 |
sNotes |
S999 |
Opt |
NOTEPAD |
Memo notes about this other name |
--5 |
bInactive |
Bool |
OptDftF |
HIDDEN |
T if currently inactive (Inactive checkbox is checked) |
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QBooks Office Overview
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To Do Notes are simple notes that can be used as reminders. Besides the text of the note itself, each can have an optional date for the next reminder and a flag to indicate it has been done. These are independent of other data in the QuickBooks file. The do not affect transaction processing. |
Fields in record type: ToDoNote |
Ver |
Field Name |
Type |
Prop |
IIF Name |
Description |
-45 |
nKey |
Long |
PKey |
REFNUM |
Unique to do note record identifier |
-45 |
sDescr |
S999 |
Req |
DESC |
The to do note |
-45 |
dRemind |
Date |
Req |
DATE |
Reminder date |
-45 |
bDone |
Bool |
OptDftF |
ISDONE |
T if task has been completed |
--5 |
bInactive |
Bool |
OptDftF |
HIDDEN |
T if currently inactive (Inactive checkbox is checked) |
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QBooks Office Overview
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Record type Company contains fields about the user company itself. These can be edited through the File / Company Info... menu. Many of these fields are used to identify the user company when documents are printed. There are also tax related fields and state related fields that must be setup before sales and payroll taxes can be processed. |
Fields in record type: Company |
Ver |
Field Name |
Type |
Prop |
IIF Name |
Description |
-45 |
sCompanyName |
S59 |
Opt |
- |
Billing company name |
-45 |
sLegalName |
S59 |
Opt |
- |
Legal company name |
-45 |
sAddr1 |
S41 |
Opt |
- |
Billing address - 1st line |
-45 |
sAddr2 |
S41 |
Opt |
- |
Billing address - 2nd line |
-45 |
sAddr3 |
S41 |
Opt |
- |
Billing address - 3rd line |
-45 |
sAddr4 |
S41 |
Opt |
- |
Billing address - 4th line |
--5 |
sShipName |
S59 |
Opt |
- |
Ship to company name |
--5 |
sShipAddr1 |
S41 |
Opt |
- |
Shipping address line |
--5 |
sShipAddr2 |
S41 |
Opt |
- |
Shipping address line |
--5 |
sShipAddr3 |
S41 |
Opt |
- |
Shipping address line |
--5 |
sShipAddr4 |
S41 |
Opt |
- |
Shipping address line |
-45 |
sCountry |
S6 |
Req |
- |
Country company is in. One of "US", "Canada", or "Other". |
-45 |
sFiscalMonth |
S3 |
Req |
- |
First month in fiscal year. Valid values: one of { Jan, Feb, Mar, Apr, Maj, Jun, Jul, Aug, Sep, Oct, Nov, Dec } |
-45 |
sTaxMonth |
S3 |
Req |
- |
First month in income tax year. Valid values: one of { Jan, Feb, Mar, Apr, Maj, Jun, Jul, Aug, Sep, Oct, Nov, Dec } |
-45 |
sTaxForm |
S6 |
Req |
- |
Income tax form used. Valid values: one of { 1120, 1120S, 1065, 990, 990-PF, 990-T, 1040, None } |
-45 |
sFederalNum |
S11 |
Opt |
- |
Federal ID (like ##-####### or ###-##-####) |
-45 |
nStateCnt |
Long |
Req |
- |
Count of states (1-5) that have tax numbers |
-45 |
sState1 |
S2 |
Opt |
- |
State 1 abbreviation |
-45 |
sState1TaxNum |
S20 |
Opt |
- |
State 1 tax number (free form) |
-45 |
sState2 |
S2 |
Opt |
- |
State 2 abbreviation |
-45 |
sState2TaxNum |
S20 |
Opt |
- |
State 2 tax number (free form) |
-45 |
sState3 |
S2 |
Opt |
- |
State 3 abbreviation |
-45 |
sState3TaxNum |
S20 |
Opt |
- |
State 3 tax number (free form) |
-45 |
sState4 |
S2 |
Opt |
- |
State 4 abbreviation |
-45 |
sState4TaxNum |
S20 |
Opt |
- |
State 4 tax number (free form) |
-45 |
sState5 |
S2 |
Opt |
- |
State 5 abbreviation |
-45 |
sState5TaxNum |
S20 |
Opt |
- |
State 5 tax number (free form) |
Contents of this page
QBooks Office Overview
|
Settings includes all other fields that exist only once for each QuickBooks file. They include the following areas: version (of QuickBooks), passwords, most of the preferences that are set using the File / Preferences menu, payroll initialization settings, and custom field labels. Data is extracted from the Settings record type differently than for other record types because of the large number of fields. There are 6 different subsections that each return a different set of fields. For each subsection, a unique record nKey value is passed and the appropriate set of fields is returned. The documentation for this section is currently incomplete. We will be adding 6 different tables below this paragraph - one for each of the subsections. ... more to come ... |