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Accounts
When exporting, the balance shown in the Current Balance field of each account is exported.
When importing, the balance in the Opening Balance field of each account is entered.
1 character, alphabetic, for all account types EXCEPT Bank, Income, Expense, Cost of Sales and Header accounts. Use one of these codes:
O –Operating
I – Investing
F – Financing
E – Exclude from Statement for Cash Flow
Y – yes
N – no
Activities
E – Employee Billing Rate
C – Customer Billing Rate
A – Activity Rate
Tax When Sold
up to 5 characters, alphanumeric. Must match a pre-existing tax code in the Tax Code List.
Activity Slips
7 characters, numeric in the form hh.mm. Available only for hourly activities.
7 characters, numeric in the form hh.mm. Available only for hourly activities.
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Brands
* Brand Name
Budgets
Cards—Lead
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Addr 1 (2-3-4-5)
  - Postcode
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Tax ID No.
S - Service
I - Item
P - Professional
M - Miscellaneous invoice or purchase order layout
T - Time Billing invoice layout.
Price Level
0 - Base Selling Price
1 - Price Level A
2 - Price Level B
3 - Price Level C
4 - Price Level D
5 - Price Level E
6 - Price Level F
7 - Price Level Web Store
Expiry Date
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
Cards—Customer
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Addr 1 (2-3-4-5)
  - Postcode
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Tax ID No.
S - Service
I - Item
P - Professional
M - Miscellaneous invoice or purchase order layout
T - Time Billing invoice layout.
Price Level
0 - Base Selling Price
1 - Price Level A
2 - Price Level B
3 - Price Level C
4 - Price Level D
5 - Price Level E
6 - Price Level F
7 - Price Level Web Store
Expiry Date
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
Cards—Vendor
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Addr 1 (2-3-4-5)
  - Postcode
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Tax ID No.
Expiry Date
S - Service
I - Item
P - Professional
M - Miscellaneous
T - Time Billing invoice
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
Cards—Employee
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Addr 1 (2-3-4-5)
  - Postcode
10 characters, numeric, including 4 decimal places
10 characters, numeric, including 4 decimal places
Please see Additional Requirements below.
Please see Additional Requirements below.
Information must be completed in the General Payroll Information window.
Cards—Personal
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Addr 1 (2-3-4-5)
  - Postcode
Logs
Currencies
Custom Lists
Departments
Items
items
Field
Inventory Adjustments
items
Field
Jobs
Journal Entries
Lead Sources
* Lead Source Name
Lead Statuses
* Lead Status Name
Mileage Logs
* Mileage Type
Pay Bills
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Purchases—Service
NOTE: To match a pre-existing card designated as “Individual”, both the last and first names must be included.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
O - the purchase is an order
R - items have been received on the order;
Q - the purchase is a quote
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Purchases—Item
NOTE:  To match a pre-existing card designated as “Individual”, software requires both the last and first names.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
15 characters (including 2 decimal places) from Dollars amount field. More than 2 decimal places are rounded to 2 decimal places.
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Purchases—Professional
NOTE:  To match a pre-existing card designated as “Individual”, software requires both the last and first names.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Purchases—Miscellaneous
NOTE:  To match a pre-existing card designated as “Individual”, software requires both the last and first names.
Terms
  – Payment is Due
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Receive Money
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Receive Payments
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Sales—Service
NOTE:  To match a pre-existing card designated as “Individual”, software requires both the last and first names.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Expiry Date
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Sales—Item
NOTE:  To match a pre-existing card designated as “Individual”, AccountEdge requires both the last and first names.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Expiry Date
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Sales—Professional
NOTE: To match a pre-existing card designated as “Individual”, software requires both the last and first names.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Expiry Date
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Sales—Time Billing
NOTE:  To match a pre-existing card designated as “Individual”, software requires both the last and first names.
P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Expiry Date
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
** This field appears only if you selected the I Include Items on Time Billing Invoices option in the Preference window.
Sales Fields—Miscellaneous
NOTE:  To match a pre-existing card designated as “Individual”, software requires both the last and first names.
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM
Expiry Date
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Spend Money
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Tags
* Tag Name
Timesheets

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