Field	Description and Character Limits
*Account Number	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234.
Account Name	30 characters, alphanumeric.
Header	1 character. Any non‑blank character signifies a Header Account. A blank indicates a Detail Account.
Balance	15 characters (including numbers, currency signs, commas, negative signs). If there are no decimal places, .00 is appended. If there are more than 2 decimal places, the value is rounded to 2 decimal places. 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.
Account Type	25 characters, alphanumeric
Last Check Number	7 characters, alphanumeric
Inactive Account	If blank or the letter “N” appears in the field, the account won’t be marked; it will have active status. If the field contains a Y or any non-blank character (other than N), the account will be marked; it will have inactive status.
B/Account Number	20 characters, alphanumeric
B/Account Name	20 characters, alphanumeric
Company Trading Name	16 characters, alphanumeric
Description	255 characters, alphanumeric
Classification for Statement of Cash Flow	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
Subtotal header Accounts	1 character, alphabetic: Y – yes N – no

Field	Description and Character Limits
*Account Number	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234.
Account Name	30 characters, alphanumeric.
This FY [Fiscal Year] Budget - [1st Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [2nd Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [3rd Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [4th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [5th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [6yh Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [7th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [8th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [9th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [10th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [11th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Fiscal Year] Budget - [12th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [1st Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [2nd Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [3rd Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [4th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [5th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [6th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [7th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [8th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [9th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget 10th [1st Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [11th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Fiscal Year] Budget - [12th Month in FY]	12 characters before decimal and 2 digits after decimal.

Field	Description and Character Limits
^Co./Last Name	If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.
First Name	20 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Card Status	If the field is blank or the letter N appears in the field, the card won’t be marked and it will have active status. If the field contains a Y or any non-blank character (other than N), the card will be marked and it will have inactive status.
Addr through Salutation fields are provided for each of the five addresses allowed per card entry.
Addr 1 (2-3-4-5)   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
- City   - State	Cannot exceed 255 characters, alphanumeric (each field)
- ZIP Code	10 characters, alphanumeric
- Country	255 characters, alphanumeric
- Phone #1   - Phone #2   - Phone #3	21 characters, alphanumeric (each field)
- Fax #   - Email   - WWW	21 characters, alphanumeric (each field)
- Contact Name	25 characters, alphanumeric
- Salutation	15 characters, alphanumeric
Picture	File name of the graphic. 255 characters, alphanumeric.
Notes	255 characters, alphanumeric
Identifiers	10 characters, alpha only
Custom List 1 Custom List 2 Custom List 3	30 characters, alphanumeric (each field)
Custom Field 1 Custom Field 2 Custom Field 3	30 characters, alphanumeric (each field)
Billing Rate	10 characters, numeric including 4 decimal places
Terms   - Payment is Due	1 character, numeric. Use one of these codes to indicate when 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
- Discount Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- Balance Due Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- % Discount	2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
- % Monthly Charge	2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.10).
Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Credit Limit	7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Tax ID No.	19 characters, alphanumeric
Volume Discount%	2 characters, numeric before decimal point and 2 characters, numeric after decimal point.
Sales Layout	S - Service I - Item P - Professional M - Miscellaneous invoice or purchase order layout T - Time Billing invoice layout.
Payment Method	20 characters, alphanumeric.
Payment Notes	255 characters, alphanumeric. Available only if a Payment Method is entered.
Name on Card	50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Last 4 Digits on Card	25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Expiration Date	5 characters in mm/yy format. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234.
Salesperson	31 characters, alphanumeric
Salesperson Card ID	15 characters, alphanumeric
Comment	255 characters, alphanumeric.
Shipping Method	20 characters, alphanumeric
Printed Form	255 characters, alphanumeric
Freight Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Receipt Memo	255 characters, alphanumeric
Invoice Order Delivery	P=To be Printed E=To be Emailed B=To be Printed & Emailed A=Already Printed or Sent If field is left blank, the field will be set to P=To be Printed
^Record ID	10 numeric characters. The Record ID is an internal number within the AccountEdge company file.

Field	Description and Character Limits
^Co./Last Name	If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.
First Name	20 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Card Status	If blank or the letter N appears in the field, the card won’t be marked and it will have active status. If the field contains a Y or any non-blank character (other than N), the card will be marked and it will have inactive status.
Addr through Salutation fields are provided for each of the five addresses allowed per card entry.
Addr 1 (2-3-4-5)   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
- City   - State	Cannot exceed 255 characters, alphanumeric (each field)
- ZIP Code	10 characters, alphanumeric
- Country	255 characters, alphanumeric
- Phone #1   - Phone #2   - Phone #3	21 characters, alphanumeric (each field)
- Fax #   - Email   - WWW	21 characters, alphanumeric (each field)
- Contact Name	25 characters, alphanumeric
- Salutation	15 characters, alphanumeric
Picture	File name of the graphic. 255 characters, alphanumeric.
Notes	255 characters, alphanumeric
Custom List 1 Custom List 2 Custom List 3	30 characters, alphanumeric (each field)
Custom Field 1 Custom Field 2 Custom Field 3	30 characters, alphanumeric (each field)

Field	Description and Character Limits
^Co./Last Name	If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.
First Name	20 characters, alphanumeric.
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Card Status	If the field is blank or the letter N appears in the field, the card won’t be marked and it will have active status. If the field contains a Y or any non-blank character (other then N), the card will be marked and it will have inactive status.
The Addr through Salutation fields repeat for each of the five addresses allowed per card entry.
Addr 1 (2-3-4-5)   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
- City   - State	Cannot exceed 255 characters, alphanumeric (each field)
- ZIP Code	10 characters, alphanumeric.
- Country	255 characters, alphanumeric.
- Phone #1   - Phone #2   - Phone #3	21 characters, alphanumeric (each field)
- Fax #   - Email   - WWW	21 characters, alphanumeric (each field)
- Salutation	15 characters, alphanumeric.
Picture	File name of the graphic. 255 characters, alphanumeric.
Notes	255 characters, alphanumeric.
Custom List 1 Custom List 2 Custom List 3	30 characters, alphanumeric (each field)
Custom Field 1 Custom Field 2 Custom Field 3	30 characters, alphanumeric (each field)

Field	Description and Character Limits
^Co./Last Name	If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.
First Name	20 characters, alphanumeric.
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Card Status	If blank or the letter “N” appears in the field, the card won’t be marked and it will have active status. If the field contains a Y or any non-blank character (other than N), the card will be marked and it will have inactive status.
Addr through Salutation fields are provided for each of the five addresses allowed per card entry.
Addr 1 (2-3-4-5)   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
- City   - State	Cannot exceed 255 characters, alphanumeric (each field)
- ZIP Code	10 characters, alphanumeric.
- Country	255 characters, alphanumeric.
- Phone #1   - Phone #2   - Phone #3	21 characters, alphanumeric (each field)
- Fax #   - Email   - WWW	21 characters, alphanumeric (each field)
- Salutation	15 characters, alphanumeric.
Picture	File name of the graphic. 255 characters, alphanumeric.
Notes	255 characters, alphanumeric.
Custom List 1 Custom List 2 Custom List 3	30 characters, alphanumeric (each field)
Custom Field 1 Custom Field 2 Custom Field 3	30 characters, alphanumeric (each field)
^Record ID	10 numeric characters The Record ID is an internal number in the AccountEdge company file.

Field	Description and Character Limits
^Co./Last Name	5F0 characters, alphanumeric
First Name	20 characters, alphanumeric
^Card ID	15 characters, alphanumeric
^Card Record ID	10 characters, alphanumeric
Contact	255 characters, alphanumeric
^ Date	10 characters, alphanumeric
Notes	255 characters, alphanumeric
Elapsed Time	4 characters, numeric
Recontact Date	10 characters, date
Remove from Reminders Alert	1 character, alpha
^ Log Record ID	10 characters, numeric

Field	Description and Character Limits
*Custom List Name	30 characters, alphanumeric
*Type	1 character, alpha
*Number	1 character, alphabetic
Update Custom List Name	30 characters, alphanumeric

Field	Description and Character Limits
*Item Number	30 characters, alphanumeric
Item Name	30 character, alphanumeric
Income Acct	Linked income account. Must be a valid, pre-existing AccountEdge account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234.
Item Picture	File name of the graphic. 255 characters, alphanumeric.
Description	255 characters, alphanumeric.
Use Desc. On Invoice	1 character. Any non‑blank character signifies that the item description and not the item name should be used on the invoice
Custom List 1 Custom List 2 Custom List 3	30 characters, alphanumeric (each field). When importing, each entry must match an existing list entry
Custom Field 1 Custom Field 2 Custom Field 3	30 characters, alphanumeric (each field)
Selling Price	11 characters, numeric, including 4 decimal places.
Sell Unit Measure	5 characters, alphanumeric.
Tax When Sold	1 character. Any non‑blank character signifies that the item is taxable when sold.
Inactive Item	If blank or the letter N appears in the field, the item won’t be marked and it will have active status. If the field contains a Y or any non-blank character (other than N), the item will be marked and it will have inactive status.
Brand
Weight
Unit of Weight
Web Description
Sold in Web Store
Web Store Price

Field	Description and Character Limits
*Job Number	15 characters, alphanumeric.
Job Name	25 characters, alphanumeric.
Description	255 characters, alphanumeric
Linked Customer	Must match a pre-existing customer card in the company file. • If a company name (no first name), 50 characters, alphanumeric. • If a last name, 30 characters, alphanumeric. (If the card is an individual, must match both the first and last name in this format: Last name, First name.)
Inactive Job	If the field is blank or the letter N appears in the field, the box won’t be marked; the job will have active status. If the field contains a Y or any non-blank character (other than N), the box will be marked; the job will have inactive status.

Field	Description and Character Limits
Journal Number	8 characters, alphanumeric.
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.
Memo	255 characters, alphanumeric.
*Account Number	5 characters, numeric. Must be a valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
*Debit Amount	15 characters (including 2 decimal places). If more than 2 decimal places are rounded to 2 decimal places.
*Credit Amount	15 characters (including 2 decimal places). More than 2 decimal places, are rounded to 2 decimal places.
Job	15 characters, alphanumeric. When importing, must match a pre-existing job number in the AccountEdge company file.
Allocation Memo	255 characters, alphanumeric

Field	Description and Character Limits
*Deposit Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234). If the checking account doesn’t exist in software, a default account is substituted.
ID #:	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.
^Co./Last Name	255 characters, alphanumeric
First name	255 characters, alphanumeric
Memo	255 characters, alphanumeric
*Allocation Account #	5 characters, numeric. Must be a valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
*Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Job #	15 characters, alphanumeric
Payment Method	20 characters, alphanumeric.
Check Number	17 characters, alphanumeric.
Last 4 Digits on Card	25 characters, alphanumeric.
Name on Card	50 characters, alphanumeric.
Expiration Date	5 characters, numeric in the format MM/YY
Address (AVS)	10 characters, alphanumberic. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Credit Card Swiped	25 characters, alphanumeric.
Authorization Code	25 characters, alphanumeric
Notes	50 characters, alphanumeric.
Allocation Memo	255 characters, alphanumeric
Card Verification (VCVV2) Used	25 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the company file.

Field	Description and Character Limits
^Co./Last Name	255 characters, alphanumeric
First name	255 characters, alphanumeric
*Deposit Account #	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234). If the checking account doesn’t exist in company file, a default account is substituted.
ID #:	8 characters, alphanumeric
Receipt Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.
Memo	255 characters, alphanumeric
^Invoice #	8 characters, alphanumeric
^Customer PO #	20 characters, alphanumeric
Invoice Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.
*Amount Applied	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Memo	255 characters, alphanumeric.
Payment Method	20 characters, alphanumeric.
Payment Notes	50 characters, alphanumeric.
Name on Card	50 characters, alphanumeric.
Last 4 Digits on Card	25 characters, alphanumeric.
Expiration Date	5 characters, numeric in the format mm/yy
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Authorization Code	30 characters, alphanumeric.
Check Number	17 characters, alphanumeric.
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the company file.

Field	Description and Character Limits
^Co./Last Name	When importing, must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric. NOTE:  To match a pre-existing card designated as “Individual," software requires both the last and first names.
First Name	20 characters, alphanumeric
Addr 1   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
Invoice #	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Customer PO	20 characters, alphanumeric
Ship Via	20 characters, alphanumeric. If the ship via method does not exist in the shipping methods list, it will be ignored
Delivery Status	P=To be Printed E=To be Emailed B=To be Printed & Emailed A=Already Printed or Sent If field is left blank, the field will be set to P=To be Printed
Description	255 characters, alphanumeric
*Account #	5 characters, numeric. Must be valid, pre-existing AccountEdge account number. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
*Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Job	15 characters, alphanumeric. When importing, must match pre-existing job number in your company file.
Comment	255 characters, alphanumeric
Journal Memo	255 characters, alphanumeric
Salesperson Last Name	31 characters, alphanumeric. When importing, must match the name on an employee card in the AccountEdge company file.
Salesperson First Name	15 characters, alphanumeric.
Shipping Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Tax Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Freight Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Tax on Freight	1 character indicates that the freight is taxed.
Freight Tax Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Sale Status	1 character. Letter “O” indicates the sale is an order; Q indicates the sale is a quote. Any other character or no character indicates the sale is an invoice.
Terms   – Payment is Due	1 character, numeric. Use one of these codes to indicate when 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
- Discount Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- Balance Due Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- % Discount	2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
- % Monthly Charge	2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.20).
Referral Source	20 characters, alphanumeric.
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Payment Method	20 characters, alphanumeric.
Payment Notes	255 characters, alphanumeric. Available only if a Payment Method is entered.
Name on Card	50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Last 4 Digits on Card	25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Expiration Date	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Authorization Code	255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Check Number	8 characters, alphanumeric. Available only if a check payment method type is entered.
Category	15 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the company file.
Date Shipped	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Field	Description and Character Limits
^Co./Last Name	When importing, must match a pre-existing card in your AccountEdge company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric. NOTE:  To match a pre-existing card designated as “Individual," AccountEdge requires both the last and first names.
First Name	20 characters, alphanumeric.
Addr 1   - Line 1   - Line 2    - Line 3   - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric.
Invoice #	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Customer PO	20 characters, alphanumeric
Ship Via	20 characters, alphanumeric
Delivery Status	P=To be Printed E=To be Emailed B=To be Printed & Emailed A=Already Printed or Sent If field is left blank, the field will be set to P=To be Printed
*Item Number	30 characters, alphanumeric. When importing, must match an pre-existing item in the company file.
Quantity	10 characters, numeric ‑ allows 3 decimal places and decimal point.
Description	255 characters, alphanumeric
Price	11 characters, numeric, including 3 decimal places
Discount	10 characters, numeric, including 2 decimal places
Total	15 characters (including currency signs and negative signs) from the Dollars amount field.
Job	15 characters, alphanumeric. When importing, must match pre-existing job number in the company file.
Comment	255 characters, alphanumeric
Journal Memo	255 characters, alphanumeric
Salesperson Last Name	31 characters, alphanumeric. When importing, must match the name of an employee card in the AccountEdge company file.
Salesperson First Name	20 characters, alphanumeric.
Shipping Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.
Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Tax Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Freight Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Tax on Freight	1 character indicates that the freight is taxed.
Freight Tax Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Sale Status	1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the sale is an invoice.
Terms   – Payment is Due	1 character, numeric. Use one of these codes to indicate when 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
- Discount Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- Balance Due Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- % Discount	2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
- % Monthly Charge	2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20).
Referral Source	20 characters, alphanumeric.
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Payment Method	20 characters, alphanumeric.
Payment Notes	255 characters, alphanumeric. Available only if a Payment Method is entered.
Name on Card	50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Last 4 Digits on Card	25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Expiration Date	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Authorization Code	255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Check Number	8 characters, alphanumeric. Only available for check payment method type.
Category	15 characters, alphanumeric
Location ID	10 characters, alphanumeric. )
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the AccountEdge company file.
Web Order	8 numeric characters. Available only if the order has been imported. Will be available on a reversal transaction but not retained on recurring sales.
Date Shipped	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Field	Description and Character Limits
^Co./Last Name	When importing, must match a pre-existing card in your company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric. NOTE: To match a pre-existing card designated as “Individual," software requires both the last and first names.
First Name	20 characters, alphanumeric
Invoice #	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Customer PO	20 characters, alphanumeric
Delivery Status	P=To be Printed E=To be Emailed B=To be Printed & Emailed A=Already Printed or Sent If field is left blank, the field will be set to P=To be Printed
Detail Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Description	255 characters, alphanumeric
*Account #	5 characters, numeric. Must be a valid, pre-existing AccountEdge account number. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
*Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Job	15 characters, alphanumeric. When importing, must match a pre-existing job number in the company file.
Comment	255 characters, alphanumeric
Journal Memo	255 characters, alphanumeric
Promised Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Tax Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Sale Status	1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the sale is an invoice.
Currency Code	3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/vendor currency code.
Exchange Rate	11 digits, including 6 decimal places. If blank, current exchange rate substituted.
Terms   - Payment is Due	1 character, numeric. Use one of these codes to indicate when 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
- Discount Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- Balance Due Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- % Discount	2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
- % Monthly Charge	2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20).
Salesperson Last Name	31 characters, alphanumeric. When importing, must match the name of an employee card in the company file.
Salesperson First Name	15 characters, alphanumeric.
Referral Source	20 characters, alphanumeric.
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Payment Method	20 characters, alphanumeric.
Payment Notes	255 characters, alphanumeric. Available only if a Payment Method is entered.
Name on Card	50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Last 4 Digits on Card	25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Expiration Date	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Authorization Number	255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Check No	8 characters, alphanumeric. Only available for check payment method type.
Category	15 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the AccountEdge company file.

Field	Description and Character Limits
^Co./Last Name	When importing, must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If an individual’s last name, 30 characters, alphanumeric. NOTE:  To match a pre-existing card designated as “Individual," software requires both the last and first names.
First Name	20 characters, alphanumeric.
Invoice #	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Customer PO	20 characters, alphanumeric
Memo	255 characters, alphanumeric.
Salesperson Last Name	31 characters, alphanumeric. When importing, must match the name of an employee card in the AccountEdge company file.
Salesperson First Name	30 characters, alphanumeric.
Description	255 characters, alphanumeric
*Account Number	5 characters, numeric. Must be valid, pre-existing AccountEdge account number. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
*Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Job	15 characters, alphanumeric. When importing, must match a pre-existing job number in your company file.
Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Tax Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Sale Status	1 alphanumeric character. O indicates an order. Q indicates a quote. Any other character or blank indicates the sale is an invoice.
Terms   – Payment is Due	1 character, numeric. Use one of these codes to indicate when 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
- Discount Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- Balance Due Days	3 characters, numeric, based on Payment is Due code: • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999. • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)
- % Discount	2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10)
- % Monthly Charge	2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20)
Referral Source	20 characters, alphanumeric.
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Payment Method	20 characters, alphanumeric.
Payment Notes	255 characters, alphanumeric. Available only if a Payment Method is entered.
Name on Card	50 characters, alphanumeric. Available only if a credit card or debit card method type is entered.
Last 4 Digits on Card	25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Expiration Date	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Authorization Code	255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Check Number	8 characters, alphanumeric. Available only if a check payment method type is entered.
Category	15 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the company file.

Field	Description and Character Limits
*Checking Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234). If the checking account doesn’t exist, a default account is substituted.
Check #:	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
^Co./Last Name	255 characters, alphanumeric
First name	255 characters, alphanumeric
Addr 1   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.
Memo	255 characters, alphanumeric
*Allocation Account #	5 characters, numeric. Must be a valid, pre-existing AccountEdge account number. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
*Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Job #	15 characters, alphanumeric
Import Duty Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Printed	1 character alphanumeric indicates the transaction has already been printed.
Currency Code	3 character alphanumeric.
Exchange Rate	10 digits, including 9 decimal places. If blank, current exchange rate substituted
Statement Text	18 characters, alphanumeric
Allocation Memo	255 characters, alphanumeric
Category	15 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters. The Record ID is an internal number within the company file.