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 Cheque Number	7 characters, alphanumeric
Currency Code	3 characters, alphabetic. When importing, this value must match a pre-existing currency code in the Currency List. If it is a foreign currency account, it must have an exchange account specified.
Exchange Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234. Must be a local currency account. Must be same account classification (Asset, Liability, etc.) as the foreign currency account.
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
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
*Activity ID	30 characters, alphanumeric
Activity Name	30 characters, alphanumeric
Description	255 characters, alphanumeric
Use Desc. On Sale	1 character. (Available only for chargeable activities.) A non‑blank character signifies that the description should be used on the invoice instead of the item name.
Non‑Hourly	1 character. A non‑blank character indicates a Non-Hourly activity. A blank field indicates an Hourly activity. (This will not update information on existing records.)
Non‑Chargeable	1 character. A non‑blank character indicates a Non‑Chargeable activity. A blank field indicates a Chargeable activity. (This will not update information on existing records.)
Use Rate	1 character, alphabetic. Available only for hourly, chargeable activities. Use the following letters to indicate which rate to use: E – Employee Billing Rate C – Customer Billing Rate A – Activity Rate
Activity Rate	11 digits, including 4 decimal places. This field is available only for chargeable, non‑hourly activities, and for hourly activities that have a specified Use Activity Rate.
Income Acct.	5 characters, numeric. Required for chargeable activities. When importing, this must match a pre-existing account in your company file. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234.
Tax When Sold
Unit of Measure	5 characters, alphanumeric. This may be entered for non‑hourly activities. For hourly activities, Hour is automatically entered.
Inactive Activity	If the field is blank or the letter N appears in the field, the activity 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 activity will be marked and it will have inactive status.

Field	Description and Character Limits
^Emp. Co./Last Name	When importing, this must match a pre-existing employee card or vendor card in the AccountEdge 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, software matches the last name, followed by a comma and a space and the first name.)
Emp. First Name	20 characters, alphanumeric
Slip 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.
*Activity ID	30 characters, alphanumeric. When importing, this must match a pre-existing Activity ID in your company file.
Cust. Co./Last Name	When importing, must match a pre-existing customer card in the AccountEdge company file. • If a company name (no first name), 31 characters, alphanumeric. • If a last name, 15 characters, alphanumeric. (If the card is an individual, AccountEdge matches the last name, followed by a comma and a space and the first name.)
Cust. First Name	15 characters, alphanumeric
Units	11 characters, numeric, including 2 decimal places
Rate	11 characters, numeric, including 2 decimal places. Available only for chargeable activities.
Job	15 characters, alphanumeric. When importing, must match a pre-existing job in the AccountEdge company file. Available only for chargeable activities.
Notes	255 characters, alphanumeric
Adjustment Dollars	11 characters, numeric, including 2 decimal places. Available only for chargeable activities.
Adjustment Units	11 characters, numeric, including 2 decimal places. Available only for chargeable activities.
Already Billed Dollars	11 characters, numeric, including 2 decimal places. Available only for chargeable activities.
Already Billed Units	11 characters, numeric, including 2 decimal places. Available only for chargeable activities.
Start Time	7 characters, numeric in the form hh.mm. Available only for hourly activities.
Stop Time	7 characters, numeric in the form hh.mm. Available only for hourly activities.
^Emp.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.
^Emp. Record ID	10 numeric characters. The Record ID is an internal number within the AccountEdge AccountEdge company file.

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 [Financial Year] Budget - [1st Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [2nd Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [3rd Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [4th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [5th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [6yh Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [7th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [8th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [9th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [10th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [11th Month in FY]	12 characters before decimal and 2 digits after decimal.
This FY [Financial Year] Budget - [12th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [1st Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [2nd Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [3rd Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [4th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [5th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [6th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [7th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [8th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [9th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget 10th [1st Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial Year] Budget - [11th Month in FY]	12 characters before decimal and 2 digits after decimal.
Next FY [Financial 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.
Currency Code	3 characters, alpha. When importing, this must match a pre-existing currency code in the Currency List. If no code is specified, the local currency is substituted.
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   - Province	Cannot exceed 255 characters, alphanumeric (each field)
- Postcode	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/Purchase Layout	S - Service I - Item P - Professional M - Miscellaneous invoice or purchase order layout T - Time Billing invoice layout.
Price Level	1 character, numeric: 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
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.
Expiry 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.
Use Customer’s Tax Code	1 character. Any non‑blank character signifies that the customer’s tax code will be used on sales.
Receipt Memo	255 characters, alphanumeric
Invoice/Purchase 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.
Currency Code	3 characters, alphabetic. When importing, must match a pre-existing currency code in the Currency List. If no code specified, local currency substituted.
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   - Province	Cannot exceed 255 characters, alphanumeric (each field)
- Postcode	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
Cost Per Hour	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).
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
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.
Expiry Date	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered
Volume Discount%	2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Sales/Purchase Layout	S - Service I - Item P - Professional M - Miscellaneous T - Time Billing invoice
Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example, 1‑1234.
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.
Use Vendor’s Tax Code	1 character. Any non‑blank character signifies that the vendor’s tax code will be used on bills.
Payment Memo	255 characters, alphanumeric
Invoice/Purchase 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, it will be set to P=To be Printed
^Record ID	10 numeric characters. The Record ID is an internal number within the AccountEdge 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 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.
Currency Code	3 characters, alpha. When importing, must match a pre-existing currency code in the Currency List. If no code specified, local currency substituted.
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   - Province	Cannot exceed 255 characters, alphanumeric (each field)
- Postcode	10 characters, alphanumeric.
- Country	255 characters, alphanumeric.
- Phone #1   - Phone #2   - Phone #3	21 characters, alphanumeric (each field)
- 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
Cost Per Hour	10 characters, numeric, including 4 decimal places
	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.
	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years
Wages Expense Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234). Must be a valid, pre-existing AccountEdge account number. Please see Additional Requirements below.
Default Category	15 alphanumeric. Must match an existing Category in the company file. Please see Additional Requirements below.
^Record ID	10 numeric characters The Record ID is an internal number in your 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.
Currency Code	3 characters, alphabetic. When importing, must match a pre-existing currency code in the Currency List. If no code specified, local currency is substituted.
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   - Province	Cannot exceed 255 characters, alphanumeric (each field)
- Postcode	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.
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)
^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

items Field	Description and Character Limits
*Item Number	30 characters, alphanumeric
Item Name	30 character, alphanumeric
Buy	1 character. Any non‑blank character signifies that the item is bought.
Sell	1 character. Any non‑blank character signifies that the item is sold.
Inventory	1 character. Any non‑blank character signifies that the item is inventoried.
Asset Acct	Linked asset 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.
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.
Expense/COS Acct	Linked expense or cost of sales account. Must be valid, pre-existing 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)
Primary Vendor	31 characters, alphanumeric. When importing, must match the name of a vendor card in the card file. (If the vendor is an individual, AccountEdge matches the name in this format: Lastname, Firstname.)
Vendor Item Number	30 characters alphanumeric.
Tax When Bought
Buy Unit Measure	5 characters, alphanumeric.
# Items/Buy Unit	4 characters, numeric.
Reorder Quantity	10 characters, numeric, including 3 decimal places.
Minimum Level	10 characters, numeric, including 3 decimal places.
Selling Price	11 characters, numeric, including 4 decimal places.
Sell Unit Measure	5 characters, alphanumeric.
Tax When Sold
Sell Price Inclusive	1 character alphanumeric indicates the selling price is tax inclusive.
#Items/Sell Unit	4 characters, numeric.
Quantity Break 1	This amount must be 0.000; set automatically by AccountEdge.
Quantity Break 2	10 characters, numeric including 3 decimal places. Must be greater than zero but less than Quantity Break 3.
Quantity Break 3	10 characters, numeric including 3 decimal places. Must be greater than Quantity Break 2 but less than Quantity Break 4.
Quantity Break 4	10 characters, numeric including 3 decimal places. Must be greater than Quantity Break 3 but less than Quantity Break 5.
Quantity Break 5	10 characters, numeric including 3 decimal places. Must be greater than Quantity Break 4.
Price Level A-F, Qty Break 1	11 characters, numeric including 4 decimal places.
Price Level A-F, Qty Break 2-5	11 characters, numeric including 4 decimal places. (Price levels are available only when valid quantity breaks have been designated for the item.)
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.
Standard Cost	10 characters, numeric including 4 decimal places.
Default Ship/Sell Location	10 characters, alphanumeric. When importing, must match a pre-existing location in the company file.
Default Recvd/Auto Location	10 characters, alphanumeric. When importing, must match a pre-existing location in the company file.

items Field	Description and Character Limits
Journal Number	8 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.
Memo	255 characters, alphanumeric.
*Item Number	30 characters, alphanumeric. Must be a valid, pre-existing item number that is marked I Inventory.
Location	10 characters, alphanumeric.
Quantity	11 characters plus 3 decimal places. If more than 3 decimal places, it is rounded to 3 decimal places.
Unit Cost	11 characters plus 4 decimal places. If more than 4 decimal places, it is rounded to 4 decimal places.
*Amount	13 characters plus 2 decimal places. If more than 2 decimal places, it is rounded to 2 decimal places.
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 , for example, 1‑1234.
Job	15 characters, alphanumeric. Must match pre-existing job number in the company file.
Allocation Memo	255 characters, alphanumeric
Category	15 characters, alphanumeric

Field	Description and Character Limits
*Job Number	15 characters, alphanumeric.
Job Name	25 characters, alphanumeric.
Sub Job Of	15 characters, alphanumeric.
Header	If the fields contains an H, the Header radio button will be marked. If the field contains a D, the Detail radio button will be marked.
Description	255 characters, alphanumeric
Contact	25 characters, alphanumeric
Percent Complete	Number not greater than 100 (2 numeric characters before and after a decimal point. If there are more than 2 characters after the decimal point, they will be rounded to two characters.
Start Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.
Finish Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.
Manager	25 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.
Track Reimbursables	If the fields contains a Y or any other non-blank character (except N), Track Reimbursables will be marked. If the field contains an N or is blank, Track Reimbursables won’t be marked.

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.
Currency Code	3 characters, alphabetic. Must be specified for a foreign currency account and must match the currency code of the account. Only one foreign currency per journal entry.
Exchange Rate	11 digits, including 6 decimal places. If blank, current exchange rate is substituted.
Allocation Memo	255 characters, alphanumeric
Category	15 characters, alphanumeric

Field	Description and Character Limits
*Cheque Account	5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits , for example, 1‑1234. If the cheque account doesn’t exist in your software, a default account is substituted.
Inclusive	1 character alphanumeric indicates the amount is tax-inclusive.
^Co./Last Name	255 characters, alphanumeric
First name	255 characters, alphanumeric
Payee   - Line 1   - Line 2   - Line 3   - Line 4	Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.
*Payment 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, for example, 1‑1234.
Cheque #:	8 characters, alphanumeric
Payment Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Statement Text	18 characters, alphanumeric
^Purchase #	8 characters, alphanumeric
^Vendor’s #	20 characters, alphanumeric
Bill Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric 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.
Tax Code	3 characters, alphanumeric. If the tax code is not a pre-existing tax code, the tax code and amount will be ignored, and the transaction will be imported on a tax-exclusive basis.
^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	Must match a pre-existing card in your company file. If a company name, 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric. NOTE: To match a pre-existing card designated as “Individual”, both the last and first names must be included.
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
Purchase #	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.
Vendor Invoice #	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 account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for 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. Must match a pre-existing job number in the company file.
Comment	255 characters, alphanumeric
Journal Memo	255 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.
Freight Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Purchase Status	1 character. O - the purchase is an order Q - the purchase is a quote Any other character or no character indicates the purchase is a bill.
Currency Code	3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. When importing, must match customer/vendor currency code.
Exchange Rate	11 digits, including 6 decimal places. If blank, current exchange rate is 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 a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Inclusive	1 character alphanumeric indicates the amount is tax-inclusive.
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
^Co./Last Name	When importing, must match a pre-existing card in the company file. If a company 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.
Purchase #	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.
Vendor Invoice #	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 blank, it will be set to P=To be Printed
*Item Number	30 characters, alphanumeric. Must match an pre-existing item in your 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 2 decimal places) from Dollars amount field. 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
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.
Freight Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Freight Tax Code	3 characters, alphanumeric. Must match a pre-existing tax code in the Tax Code List.
Freight Import Duty Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Purchase Status	1 character. Letter “O” indicates the purchase is an order; Q indicates the purchase is a quote. Any other character or no character indicates the purchase is a bill.
Currency Code	3 characters, alphabetical; 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 a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Inclusive	1 character alphanumeric indicates the amount is tax-inclusive.
Category	15 characters, alphanumeric
Order	10 characters, numeric ‑ allows 3 decimal places and decimal point.
Received	10 characters, numeric ‑ allows 3 decimal places and decimal point.
Billed	10 characters, numeric ‑ allows 3 decimal places and decimal point. When importing, billed quantity cannot exceed the Received quantity or the Ordered quantity.
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 company file.

Field	Description and Character Limits
^Co./Last Name	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.
Purchase #	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.
Vendor Invoice #	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
Journal Memo	255 characters, alphanumeric
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 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. Must match a pre-existing job number in the company file.
Comment	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.
Purchase Status	1 character. Letter “O” indicates the purchase is an order; Q indicates the purchase is a quote. Any other character or no character indicates the purchase is a bill.
Currency Code	3 characters, alphabetic. One code per sale/purchase. Must match a pre-existing currency code in the Currency List and a customer/vendor currency code.
Exchange Rate	11 digits, including 6 decimal places. If blank, the current exchange rate is 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 date: • 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 date: • 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 characters to the right of the decimal point (example: 00.10).
Amount Paid	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Inclusive	1 character alphanumeric indicates the purchase is tax inclusive.
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
^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.
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Vendor Invoice #	20 characters, alphanumeric
Memo	255 characters, alphanumeric.
Description	255 characters, alphanumeric
*Account Number	Must be a valid, pre-existing MYOV account number. 5 characters, numeric. 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.
Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
Purchase Status	1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the purchase is a bill.
Currency Code	3 characters, alphabetic. One code per sale/purchase. When importing, must match customer/vendor currency code. (If blank, currency code on customer/vendor card substituted.)
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 a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
Amount Paid	15 characters (including currency sign, comma and negative sign). If no decimal entered, .00 is appended. More than 2 decimal places are rounded to 2 decimal places.
Inclusive	1 character, alphanumeric; indicates the purchase is tax- inclusive.
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
*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 cheque 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
Inclusive	1 character alphanumeric indicates the amount is tax-inclusive.
*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
Tax Code	3 characters, alphanumeric. If not a pre-existing tax code, the tax code and amount will be ignored, and the transaction will be imported on a tax-exclusive basis.
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.
Payment Method	20 characters, alphanumeric.
Cheque 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
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Notes	50 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.

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 cheque 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
Inclusive	1 character alphanumeric indicates the amount is tax-inclusive.
^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.
Tax Code	3 characters, alphanumeric. If not a pre-existing AccountEdge tax code, the tax code and amount will be ignored, and the transaction will be imported on a tax-exclusive basis.
Memo	255 characters, alphanumeric.
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.
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.
Cheque 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.
Freight Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Freight Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
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.
Currency Code	3 characters, alpha. 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 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.
Expiry 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.
Cheque Number	8 characters, alphanumeric. Available only if a cheque 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	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.
Freight Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
Freight Tax Code	3 characters, alphanumeric. When importing, this must match a pre-existing tax code in the Tax Code List.
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, alpha. 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).
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.
Expiry 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.
Cheque Number	8 characters, alphanumeric. Only available for cheque 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	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.
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.
Expiry 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.
Cheque No	8 characters, alphanumeric. Only available for cheque 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 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 to 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
Detail Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
*Activity ID	30 characters, alphanumeric
Hours/Units	11 characters, numeric (may be negative or blank)
Note	255 characters, alphanumeric
Rate	11 characters, numeric
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 AccountEdge 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.
**Freight Amount	15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.
**Freight Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing tax code in the Tax Code List.
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	30 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 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.
Expiry 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.
Cheque Number	8 characters, alphanumeric. Available only if a cheque payment method type is entered.
Category	15 characters, alphanumeric
Location ID	10 characters, alphanumeric. When importing, must match an pre-existing location in the company file.
^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 in 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 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.
Sale Status	1 alphanumeric character. O indicates an order. Q indicates a quote. Any other character or blank indicates the sale is an invoice.
Currency Code	3 characters, alpha. One code per sale/purchase. When importing, must match customer/vendor currency code. (If blank, currency code on customer/vendor card is substituted.)
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)
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.
Expiry 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.
Cheque Number	8 characters, alphanumeric. Available only if a cheque 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
*Cheque 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 cheque account doesn’t exist, a default account is substituted.
Cheque #:	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.
Inclusive	1 character alphanumeric indicates the amount is tax-inclusive.
^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
Tax Code	3 characters, alphanumeric. If the tax code is not a pre-existing tax code, the tax code and amount will be ignored, and the transaction will be imported on a tax-exclusive basis.
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.

Field	Description and Character Limits
^Emp. Co./Last Name	When importing, must match a pre-existing employee card or vendor card in the AccountEdge 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, software matches the last name, followed by a comma and a space and the first name.)
Emp. First Name	20 characters, alphanumeric
^Emp. Card ID	15 characters, alphanumeric
^Emp. Record ID	10 characters, numeric
*Payroll Category	31 characters, alphanumeric
Job	15 characters, alphanumeric. When importing, must match a pre-existing job in the company file.
Cust. Co./Last Name	When importing, must match a pre-existing customer card in the company file. • If a company name (no first name), 31 characters, alphanumeric. • If a last name, 15 characters, alphanumeric. (If the card is an individual, software matches the last name, followed by a comma and a space and the first name.)
Cust. First Name	15 characters, alphanumeric
Notes	255 characters, alphanumeric
Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
*Units	11 characters, numeric, including 2 decimal places

Field	Description and Character Limits
Non-Consolidated Codes Fields
*Tax Code	3 characters, alphanumeric
Description	255 characters, alphanumeric.
*Tax Type	255 characters, alphanumeric. When importing, must match a pre-existing MYOB tax type.
*Rate	2 numeric characters before and after a decimal. The tax rate may not be negative.
Linked Account for Tax Collected	Must be a valid, pre-existing MYOB account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
Linked Account for Tax Paid	Must be valid, pre-existing MYOB account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits (example: 1‑1234).
Linked Card for Tax Authority	When importing, must match a pre-existing customer card in the MYOB company file. If a company name (no first name), 31 characters, alphanumeric. If a last name, 15 characters, alphanumeric. (If the card is an individual, MYOB AccountEdge matches the last name followed by a comma and a space, followed by the first name.
Consolidated Codes Fields
*Consolidated Tax Code	3 characters, alphanumeric. To fully import the consolidated tax code, all sub-tax codes must be pre-existing AccountEdge tax codes. The rate of the consolidated tax code is calculated automatically by MYOB software as the total of the sub-tax code rates.
Consolidated Code Description	255 characters, alphanumeric. If no description is imported, Imported Consolidated Code will be entered automatically as the description.
*Sub-Tax Code	3 characters, alphanumeric. When importing, must match a pre-existing MYOB tax code.