Power BI Connector for Zoho Books

Build 24.0.9062

BankMatchingTransactions

Retrieves the list of transactions which includes invoices/bills/credit-notes.

Table Specific Information

Select

The 本製品 uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:

  • TransactionId supports the '=' comparison.
  • TransactionType supports the '=' comparison.
  • ReferenceNumber supports the '=' comparison.
  • Date supports the '=,<,>' comparisons.
  • Contact supports the '=' comparison.
  • ShowAllTransactions. supports the '=' comparison.

You can also provide criteria to search for matching uncategorized transactions.

The rest of the filter is executed client-side in the 本製品. For example:

    SELECT * FROM BankMatchingTransactions WHERE TransactionId = '1894578000000087001

Columns

Name Type References SupportedOperators Description
TransactionId [KEY] String

BankTransactions.TransactionId

Id of the Transaction.
TransactionNumber String Numnber of transaction.
TransactionType String Transaction Type of the transaction.
Amount Integer Amount of the bank matching transactions.
ContactName String Display Name of the contact. Max-length [200].
Date Date =,<,> Date when transaction was made.
DebitOrCredit String Indicates if transaction is Credit or Debit.
IsBestMatch Boolean Check if the transaction is a best match.
IsPaidViaPrintCheck Boolean Check if it is paid via print check.
ReferenceNumber String Reference Number of the transaction.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Contact String Contact person name, involved in the transaction.
ShowAllTransactions Boolean Check if all transactions must be shown.

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Build 24.0.9062