OfficeQ6               (Jan 2010) Customers / Sale Cycle

Customers / Jobs
Customer Types
Job Types
Price Levels
Sales Taxes
Customer Messages

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Field Name	Type	How Used	Description
nKey	Long	PKey	Unique customer or job record identifier
sListID	S36	Req	Unique record identifier within QB file
sName	S41	Req	Short name of this customer or job Does not include colon separators or names of parent jobs or customer.
sFullName	S209	Req	Full name with colon separators - w/ name(s) of parents if any
nNestLevel	Long	OptDft0	Depth of nesting. Parent (root) if missing
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.
sEntityType	S8	Req	Entity type - always "Customer" or "Job"
sCompanyName	S41	Opt	Name of company used on invoices and other forms (box Company Name)
sSalutation	S15	Opt	Salutation (Mr., Mrs., etc. of contact)
sFirstName	S25	Opt	First name of person
sMidName	S5	Opt	Person's middle name or initial
sLastName	S25	Opt	Person's last name
sBillAddr1	S41	Opt	Billing address line1
sBillAddr2	S41	Opt	Billing address line2
sBillAddr3	S41	Opt	Billing address line3
sBillAddr4	S41	Opt	Billing address line4
sBillAddr5	S41	Opt	Billing address line5 - sometimes combines city, state, and zip code
sBillCity	S31	Opt	Billing address - city
sBillState	S21	Opt	Billing address - state
sBillPostalCode	S13	Opt	Billing address - zip or postal code
sBillCountry	S31	Opt	Billing address - country
sBillAddrNote	S41	Opt	Billing address - miscellaneous note
sShipAddr1	S41	Opt	Shipping address line1
sShipAddr2	S41	Opt	Shipping address line2
sShipAddr3	S41	Opt	Shipping address line3
sShipAddr4	S41	Opt	Shipping address line4
sShipAddr5	S41	Opt	Shipping address line5 - sometimes combines city, state, and zip code
sShipCity	S31	Opt	Shipping address - city
sShipState	S21	Opt	Shipping address - state
sShipPostalCode	S13	Opt	Shipping address - zip or postal code
sShipCountry	S31	Opt	Shipping address - country
sShipAddrNote	S41	Opt	Shipping address - miscellaneous note
sPhone	S21	Opt	Main telephone number
sPhone2	S21	Opt	Second telephone number
sPhoneFax	S21	Opt	Fax telephone number
sEmail	S1023	Opt	Email address or customer
sContact	S41	Opt	Primary contact name
sContact2	S41	Opt	Secondary contact name
kCustType	Long	FKeyOpt	Key of customer type (box Type). Applies to Customer only.
kTerms	Long	FKeyOpt	Key of payment terms for payments from this customer (box Terms). Applies to Customer only.
kSalesRep	Long	FKeyOpt	Key of sales rep assigned to this account
mBalance	Curr	Opt	Current balance owed for this customer or job only by this customer. Not visible on form.
mTotalBalance	Curr	Opt	Total balance for customer - including all jobs
kSalesTax	Long	FKeyOpt	Sales tax code - indicating if taxable and why
kTaxItem	Long	FKeyOpt	Key of sales tax (in inventory items) to use for this customer item for this customer (box Tax Item). Applies to Customer only.
sSalesTaxCountry	S9	Opt	Identifies the country collecting sales taxes for this customer. One of: Australia, Canada, UK. (non US only)
sResaleNum	S15	Opt	State resale certificate number when sales tax is not charged. Equivalent to Canadian sBusinessNum - but both never occur simultaneously.
sAccount	S99	Opt	Customer's account number (not an account in chart of accounts)
mCreditLimit	Curr	Opt	Maximum credit limit for this customer. Applies to Customer only.
kPayMeth	Long	FKeyOpt	Key of payment method customer normally uses
sCardNum	S25	Opt	Credit card number
sCardMonth	Long	Opt	Month credit card expires (such as 02, 11)
sCardYear	Long	Opt	Year credit card expires (such as 2009)
sCardName	S41	Opt	Name of credit card
sCardAddr	S41	Opt	Address associated with credit card
sCardPostalCode	S41	Opt	Postal code associated with credit card
sJobStatus	S12	Opt	Current job status (box Job Status) Applies to job only. One of: "Pending", "Awarded", "In progress", "Closed", "Not awarded"
dJobStart	Date	Opt	Date job was started or will start (box Start Date) Applies to job only.
dJobProjectedEnd	Date	Opt	Date job was last projected to be completed (box Projected End) Applies to job only.
dJobActualEnd	Date	Opt	Date job was actually completed (box End Date) Applies to job only.
sJobDescr	S99	Opt	Description of job Applies to job only.
kJobType	Long	FKeyOpt	Key of job type Applies to job only.
sNotes	Memo	Opt	Memo notes about this customer or job Unlimited length.
kPriceLevel	Long	FKeyOpt	Price level for this customer or job
sTaxRegNum	S30	Opt	Tax registration number (non US only)
kCurrency	Long	Opt	Key of currency used for this customer
nCustomCnt	Long	OptDft0	Count of custom fields (0 to 7). Each will have a label and field value. Indexes of labels and field values run from 1 to 15 - although not all are used.
sCustomLabel1...	S31	Opt	Custom field label - number corresponds to field
sCustomLabel15	S31	Opt	Custom field label - number corresponds to field
sCustomField1...	S30	Opt	Custom field value used in customer or job - number corresponds to field
sCustomField15	S30	Opt	Custom field value used in customer or job - number corresponds to field
bInactive	Bool	OptDftF	T if currently inactive (Inactive checkbox is checked)

Contents of this page
OfficeQ Overview

Field Name	Type	How Used	Description
nKey	Long	PKey	Unique customer type record identifier
sListID	S36	Req	Unique record identifier within QuickBooks file. Combination of object ID and creation time, separated by a hyphen.
sName	S31	Req	Short name of customer type Does not include colon separators or names of parent customer type(s).
sFullName	S159	Req	Full name with colon separators - w/ name(s) of parents if any
kParent	Long	FKeyOpt	Key of parent in this set of records
nNestLevel	Long	OptDft0	Depth of nesting. Parent (root) if missing
bInactive	Bool	OptDftF	T if currently inactive (Inactive checkbox is checked)

Contents of this page
OfficeQ Overview

Field Name	Type	How Used	Description
nKey	Long	PKey	Unique record identifier within this record type
sListID	S36	Req	Unique record identifier within QuickBooks file. object ID and creation time, separated by a hyphen.
sName	S31	Req	Short name Does not include colon separators or names of parent job type(s).
sFullName	S159	Req	Full name with colon separators - w/ name(s) of parents if any
kParent	Long	FKeyOpt	Key of parent in this set of records
nNestLevel	Long	OptDft0	Depth of nesting. Parent (root) if missing
bInactive	Bool	OptDftF	T if currently inactive (Inactive checkbox is checked)

Contents of this page
OfficeQ Overview

Field Name	Type	How Used	Description
nKey	Long	PKey	Unique price level record identifier
sListID	S36	Req	Unique record identifier within QuickBooks file. Combination of object ID and creation time, separated by a hyphen.
sName	S31	Req	Name given to price level
sPriceLevelType	S15	Req	Type of price level. Either "PerItem" or "FixedPercentage"
rAdjustPercent	Doub	Opt	Positive or negative fixed percentage adjustment to apply to items. Only applies if field sPriceLevelType is FixedPercentage.
nGroupCnt	Long	FKeyOpt	Count of items (per item only). This is the occurence count of the kItem and rUnitPrice fields below. The first item / price will be named kItem1 with price rUnitPrice1. Subsequent items will have suffixes of 2, 3, etc. - up to nGroupCnt.
kItem...	Long	FKeyOpt	nKey of item in InvtItem that this discount applies to
rUnitPrice...	Curr	Opt	Price of item to use as basis for price level adjustment, or percentage
kCurrency	Long	FKeyOpt	Key of currency used for this price level
bInactive	Bool	Opt	T if this price level is not currently active

Contents of this page
OfficeQ Overview

Field Name	Type	How Used	Description
nKey	Long	PKey	Unique sales tax record identifier. Note that individual sales tax items and groups of sales tax items are contained in InvtItems. See Intuit help for details.
sListID	S36	Req	Unique record identifier within QuickBooks file
sName	S3	Req	Short name that appears on documents to mark tax status
bTaxable	Bool	Opt	T if this tax item is tracking a chargeable sales tax
sDescr	S31	Opt	Description of this sales tax
kItemPurchTax	Long	Opt	Tax item for purchases (non US only)
kItemSaleTax	Long	Opt	Tax item for sales (non US only)
bInactive	Bool	Opt	T if this sales tax is not currently active

Contents of this page
OfficeQ Overview

Field Name	Type	How Used	Description
nKey	Long	PKey	Unique customer message record identifier
sListID	S36	Req	Unique record identifier within QuickBooks file. Combination of object ID and creation time, separated by a hyphen.
sName	S101	Req	The message
bInactive	Bool	OptDftF	T if currently inactive (Inactive checkbox is checked)

Contents of this page
OfficeQ Overview