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
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—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)
  - ZIP Code
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
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)
  - ZIP Code
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
Blank or 0 - Not 1099
1 - Rents
2 - Royalties
3 - Other Income
4 - Fishing Proceeds
5 - Medical Payments
6 - Non-Employee Comp.
7 - Subst. Payments
8 - Crop Insurance
9 - Attorney Fees
10 - Golden Parachute
Tax ID No.
Expiration 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)
  - ZIP Code
10 characters, numeric, including 4 decimal places
10 characters, numeric, including 4 decimal places
0 = Checking
1 = Savings
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
Please see Additional Requirements below.
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)
  - ZIP Code
Logs
Currencies
Custom Lists
Departments
Items
items
Field
Inventory Adjustments
items
Field
Jobs
Journal Entries
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
Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
Date Shipped
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
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
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
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
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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