Tableau Connector for Zoho Books

Build 24.0.9060

AccountTransactionsReport

Generated schema file.

Table Specific Information

Select

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

  • TransactionDate supports the '=' comparison.
  • ToDate supports the '=' comparison.
  • FromDate supports the '=' comparison.
  • CashBased supports the '=' comparison.
  • AccountTransactionsTransactionType supports the 'IN', 'NOT IN' comparisons.
  • AccountTransactionsAccountId supports the 'IN' comparison.
  • AccountTransactionsContactId supports the 'IN', 'NOT IN' comparisons.
  • AccountTransactionsProjectIds supports the 'IN', 'IS NULL', 'IS NOT NULL' comparisons.
  • AccountTransactionsAccountAccountType supports the '=', '!=' comparisons.
  • AccountTransactionsAccountAccountGroup supports the '=', '!=' comparisons.

The rest of the filter is executed client-side in the connector.

For example:

    SELECT * FROM accounttransactionsreport WHERE TransactionDate = 'Today'

    SELECT * FROM accounttransactionsreport WHERE ToDate = '2022-10-31'

    SELECT * FROM accounttransactionsreport WHERE FromDate = '2022-10-10' AND ToDate = '2022-10-31'

    SELECT * FROM accounttransactionsreport WHERE CashBased = True
	
    SELECT * FROM accounttransactionsreport WHERE AccountTransactionsTransactionType NOT IN ('Invoices', 'Bills')
	
    SELECT * FROM accounttransactionsreport WHERE AccountTransactionsAccountId IN ('3285934000000000373')
	
    SELECT * FROM accounttransactionsreport WHERE AccountTransactionsProjectIds IS NULL
	
    SELECT * FROM accounttransactionsreport WHERE AccountTransactionsAccountAccountType = 'Asset'
	
    SELECT * FROM accounttransactionsreport WHERE AccountTransactionsAccountAccountGroup != 'Liability'

Columns

Name Type References SupportedOperators Description
AccountTransactionsAccountAccountCode String Account Transactions Account Account Code.
AccountTransactionsAccountName String Account Transactions Account Name.
AccountTransactionsContactName String Account Transactions Contact Name.
AccountTransactionsDescription String Account Transactions Description.
AccountTransactionsCredit Double Account Transactions Credit.
AccountTransactionsCurrencyCode String Account Transactions Currency Code.
AccountTransactionsDate Date Account Transactions Date.
AccountTransactionsDebit Decimal Account Transactions Debit.
AccountTransactionsEntityNumber String Account Transactions Entity Number.
AccountTransactionsNetAmount String Account Transactions Net Amount.
AccountTransactionsOffsetAccountId String Account Transactions Offset Account Id.
AccountTransactionsOffsetAccountType String Account Transactions Offset Account Type.
AccountTransactionsReferenceNumber String Account Transactions Reference Number.
AccountTransactionsReferenceTransactionId String Account Transactions Reference transaction Id.
AccountTransactionsReportingTag String Account Transactions Reporting Tag.
AccountTransactionsTransactionDetails String Account Transactions Transaction Details.
AccountTransactionsTransactionId String Account Transactions Transaction Id.
AccountTransactionsFCYCredit String Account Transactions FCY Credit.
AccountTransactionsFcyDebit String Account Transactions Fcy Debit.
AccountTransactionsFcyNetAmount String Account Transactions Fcy Net Amount.
OpeningBalanceAccountCreditBalance Integer Opening Balance Account Credit Balance.
OpeningBalanceCredit String Opening Balance Credit.
OpeningBalanceDate String Opening Balance Date.
OpeningBalanceDebit String Opening Balance Debit.
OpeningBalanceFCYCredit String Opening Balance FCY Credit.
OpeningBalanceFcyDebit String Opening Balance Fcy Debit.
OpeningBalanceName String Opening Balance Name.
ClosingBalanceCredit String Closing Balance Credit.
ClosingBalanceDate String Closing Balance Date.
ClosingBalanceDebit String Closing Balance Debit.
ClosingBalanceFcyCredit String Closing Balance Fcy Credit.
ClosingBalanceFcyDebit String Closing Balance Fcy Debit.
ClosingBalanceName String Closing Balance Name.
AccountTransactionsAccountAccountGroup String =, != Account Transactions Account Account Group.

The allowed values are Asset, OtherAsset, OtherCurrentAsset, Bank, Cash, FixedAsset, Liability, OtherCurrentLiability, CreditCard, LongTermLiablity, OtherLiability, Equity, Income, OtherIncome, Expense, CostOfGoodsSold, OtherExpense, AccountsReceivable, AccountsPayable, Stock, PaymentClearingAccount, PrepaidCard, OverseasTaxPayable, OutputTax, InputTax.

AccountTransactionsAccountAccountType String =, != Account Transactions AccountAccount Type.

The allowed values are Asset, OtherAsset, OtherCurrentAsset, Bank, Cash, FixedAsset, Liability, OtherCurrentLiability, CreditCard, LongTermLiablity, OtherLiability, Equity, Income, OtherIncome, Expense, CostOfGoodsSold, OtherExpense, AccountsReceivable, AccountsPayable, Stock, PaymentClearingAccount, PrepaidCard, OverseasTaxPayable, OutputTax, InputTax.

AccountTransactionsTransactionType String IN, NOT IN AccountTransactions transaction Type.

The allowed values are Invoices, Bills, PaymentsMade, CreditNote, CreditNotesRefund, VendorCredits, VendorCreditsRefund, Expense, Journal, BaseCurrencyAdjustment, DebitNote, CustomerPayment, VendorPayment, PaymentRefund, RetainerPayment, InventoryAdjustmentByQuantity, InventoryAdjustmentByValue, TransferOrderTo, TransferOrderFrom, SalesWithoutInvoices, ExpenseRefund, EmployeeReimbursement.

AccountTransactionsProjectIds String IN, IS NULL, IS NOT NULL Account Transactions Project Ids.
AccountTransactionsContactId String IN, NOT IN Account Transactions Contact Id.
AccountTransactionsAccountId String IN Account Transactions Account Id.

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
CashBased Boolean Cash Based.
TransactionDate String Filter transaction by any transaction date.

The allowed values are Today, ThisWeek, ThisMonth, ThisQuarter, ThisYear, PreviousDay, PreviousWeek, PreviousMonth, PreviousQuarter, PreviousYear, CustomDate.

ToDate Date To Date.
FromDate Date From Date.

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Build 24.0.9060