Tableau Connector for Reckon

Build 24.0.9060

SearchEntities

Search entities in Reckon.

Input

Name Type Description
Entity String The entity to search.

The allowed values are Vendor, Employee, Bill, Invoice, CreditMemo, VendorCredit, SalesReceipt, PurchaseOrder, CCCredit, CCCharge, Customer, Estimate, SalesOrder, TimeTracking, ReceivePayment, JournalEntry, Item, Account, Deposit, InventoryAdjustment, PriceLevel, Class, CustomerType, JobType, PaymentMethod, PayrollItemWage, SalesTaxCode, ShipMethod, SalesRep, VendorType, BillToPay, ItemAssembliesCanBuild, ListDeleted, Preferences, ReceivePaymentToDeposit, SalesTaxPaymentCheck, TxnDeleted, ItemReceipt, BillPaymentCheck, BillPaymentCharge, StatementCharge, VehicleMileage, OtherTransaction, OtherList.

The default value is Vendor.

Name String The name to search for. Use in conjunction with MatchType for more granular control over the entries returned.
NameMatch String This pseudo column is deprecated and should no longer be used. The type of match to use for this entity.

The allowed values are EXACT, CONTAINS, STARTSWITH, ENDSWITH, RANGEEND, RANGESTART.

The default value is EXACT.

StartModifiedDate String Earliest modified date to search for. Limits the search to records modified on or after this date. When setting the value of a date property, the formats MM-DD-YY, MM-DD-YYYY, MM/DD/YY, and MM/DD/YYYY are acceptable. Dates in these formats will be automatically parsed and stored in YYYY-MM-DD format.
EndModifiedDate String This pseudo column is deprecated and should no longer be used. Latest modified date to search for. Limits the search to records modified on or before this date. When setting the value of a date property, the formats MM-DD-YY, MM-DD-YYYY, MM/DD/YY, and MM/DD/YYYY are acceptable. Dates in these formats will be automatically parsed and stored in YYYY-MM-DD format.
MinBalance String The minimum balance that returned records should have. Limits the search to records with balances greater than or equal to MinBalance.
MaxBalance String The maximum balance that returned records should have. Limits the search to records with balances less than or equal to MaxBalance.
MaxResults String Maximum number of results to be returned from this search.
OtherEntity String To search for other entities not included in the entity input; for example ItemService. When searching for other entities the entity input should be set to OtherList.

Result Set Columns

Name Type Description
QbXMLEntry String A entry in the result collection encoded in XML from Reckon.
Qb* String Output varies based upon the type of entity queried.

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Build 24.0.9060