ChartOfAccountTransactions
Retrieves list of all involved transactions for the given account.
Table Specific Information
Select
The connector uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- ChartAccountId supports the '=' comparison.
- TransactionType supports the '=' comparison.
- Date supports the '=,<,>' comparisons.
- Amount supports the '=,<,<=,>,>=' comparisons.
You can also provide criteria to search for matching uncategorised transactions.
The rest of the filter is executed client-side in the connector.
For example:
SELECT * FROM ChartOfAccountTransactions WHERE ChartAccountId = '1894553000000003001' AND TransactionType = 'opening_balance'
Columns
| Name | Type | References | SupportedOperators | Description |
| ChartAccountId | String |
ChartOfAccounts.ChartAccountId | Chart of Account Id. | |
| CategorizedTransactionId [KEY] | String | Id of a categorized transaction in chart of account. | ||
| CreditAmount | Decimal | Total amount credited. | ||
| DebitAmount | Decimal | Total amount debited. | ||
| CurrencyCode | String | Currency code of the customer's currency. | ||
| CurrencyId | String |
Currencies.CurrencyId | Currency Id of the customer's currency. | |
| CustomerId | String |
Contacts.ContactId | Id of the customer or vendor. | |
| DebitOrCredit | String | Indicates if transaction is Credit or Debit. | ||
| Description | String | Description of the chart of account transactions. | ||
| EntryNumber | String | Entry number of account transaction. | ||
| Payee | String | Information about the payee. | ||
| TransactionDate | Date | Date of the transaction. | ||
| TransactionId | String |
BankTransactions.TransactionId | Id of the Transaction. | |
| TransactionType | String | Type of transactions.
The allowed values are invoice, customer_payment, bills, vendor_payment, credit_notes, creditnote_refund, expense, card_payment, purchase_or_charges, journal, deposit, refund, transfer_fund, base_currency_adjustment, opening_balance, sales_without_invoices, expense_refund, tax_refund, receipt_from_initial_debtors, owner_contribution, interest_income, other_income, owner_drawings, payment_to_initial_creditors. |
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 | |
| Date | Date | Date range filter of Chart of Account. | |
| Amount | Decimal | Amount of the transaction. |