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QBooks Office
Miscellaneous & Settings

  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.

Contents

Other Names
To Do Notes
Company
Settings

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Other Names
 
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-
NAME

Full name of this company

-45

sSalutation

S15

Opt

SALUTA-
TION

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


To Do Notes
 
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)

Contents of this page
QBooks Office Overview


Company
 
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
 
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 ...


Contents of this page
QBooks Office Overview