RecurringEstimateTransactionsLineItems
Create and query QuickBooks Recurring Transaction Line Items for Estimate.
Table Specific Information
RecurringEstimateTransactions may be inserted or queried via the RecurringEstimateTransactions or RecurringEstimateTransactionsLineItems tables.
Select
SELECT * FROM RecurringEstimateTransactionsLineItems
Insert
To add a RecurringEstimateTransactionsLineItems following fields needs to be added:
- It must have at least one line that describes an item.
- It must have a RecurringInfo.
INSERT INTO RecurringEstimateTransactionsLineItems (Estimate_Id, Estimate_CustomerRef, Estimate_RecurringInfo_Name, Estimate_RecurringInfo_RecurType, Estimate_RecurringInfo_Active, Estimate_RecurringInfo_ScheduleInfo_IntervalType, Estimate_RecurringInfo_ScheduleInfo_NumInterval, Estimate_RecurringInfo_ScheduleInfo_DayOfWeek, Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth, Estimate_RecurringInfo_ScheduleInfo_StartDate, Estimate_RecurringInfo_ScheduleInfo_NextDate, Estimate_RecurringInfo_ScheduleInfo_PreviousDate, Estimate_Line_DetailType, Estimate_Line_SalesItemLineDetail_ItemRef, Estimate_Line_Amount, Estimate_Line_SalesItemLineDetail_Qty, Estimate_Line_SalesItemLineDetail_DiscountAmt, Estimate_Line_SalesItemLineDetail_TaxCodeRef) VALUES (49,2, 'TESTING155BCD11', 'Reminded', false, 'Weekly', 2, 'Tuesday', 3, '2021-12-08', '2021-12-15', '2021-09-01', 'SalesItemLineDetail', '5', 100.01, 8, 22.3, 'TAX')
Columns
Name | Type | ReadOnly | References | Filterable | Sortable | Description |
Estimate_LineId [KEY] | String | True | False | False |
The Id of the line item of the estimate. | |
Estimate_Id [KEY] | String | False |
Estimates.Id | True | True |
The Id of the estimate. |
Estimate_SyncToken | String | True | False | False |
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online. | |
Estimate_MetaData_CreateTime | Datetime | True | True | True |
The time the record was created. | |
Estimate_MetaData_LastUpdatedTime | Datetime | True | True | True |
The time the record was last updated. | |
Estimate_DocNumber | String | False | True | True |
The reference number for the transaction. | |
Estimate_TxnDate | Date | False | True | True |
The date entered by the user when this transaction occurred. | |
Estimate_DepartmentRef | String | False |
Departments.Id | False | False |
The Id of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online. |
Estimate_DepartmentRef_Name | String | True |
Departments.Name | False | False |
The name of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online. |
Estimate_PrivateNote | String | False | False | False |
A private note, which will not appear on the transaction records. | |
Estimate_TxnStatus | String | False | False | False |
The status of the transaction. The allowed values are Accepted, Closed, Pending, Rejected. | |
Estimate_LinkedTxnAggregate | String | False | False | False |
An XML aggregate of transactions linked to the estimate. | |
Estimate_Line_Id | String | False | False | False |
The Id of the line item. | |
Estimate_Line_LineNum | String | False | False | False |
The line number. | |
Estimate_Line_Description | String | False | False | False |
The line description. | |
Estimate_Line_Amount | Decimal | False | False | False |
The line amount. | |
Estimate_Line_DetailType | String | False | False | False |
The line detail type. Different detail types indicate different types of line items. | |
Estimate_Line_SalesItemLineDetail_ItemRef | String | False |
Items.Id | False | False |
The Id of the item in the line item. |
Estimate_Line_SalesItemLineDetail_ItemRef_Name | String | True |
Items.Name | False | False |
The name of the item in the line item. |
Estimate_Line_SalesItemLineDetail_ClassRef | String | False |
Class.Id | False | False |
The Id of the class in the line item. |
Estimate_Line_SalesItemLineDetail_ClassRef_Name | String | True |
Class.FullyQualifiedName | False | False |
The name of the class in the line item. |
Estimate_Line_SalesItemLineDetail_UnitPrice | Decimal | False | False | False |
The unit price of the item. | |
Estimate_Line_SalesItemLineDetail_Qty | Double | False | False | False |
The number of items for the line item. | |
Estimate_Line_SalesItemLineDetail_TaxCodeRef | String | False |
TaxCodes.Id | False | False |
The tax code for the item. |
Estimate_Line_SalesItemLineDetail_ServiceDate | Date | False | False | False |
The service date for the item. | |
Estimate_Line_SalesItemLineDetail_DiscountAmt | Decimal | False | False | False |
The discount amount applied to this line. | |
Estimate_Line_SalesItemLineDetail_DiscountRate | Decimal | False | False | False |
TThe discount rate applied to this line. | |
Estimate_Line_GroupLineDetail_GroupItemRef | String | True | False | False |
The Id of the group item object. | |
Estimate_Line_GroupLineDetail_GroupItemRef_Name | String | True | False | False |
The name of the group item object. | |
Estimate_Line_GroupLineDetail_Quantity | Integer | True | False | False |
The amount of the group item. | |
Estimate_TxnTaxDetail_TxnTaxCodeRef | String | False |
TaxCodes.Id | False | False |
The tax code for the transaction. |
Estimate_TxnTaxDetail_TotalTax | String | False | False | False |
The total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list. | |
Estimate_TxnTaxDetail_TaxLineAggregate | String | False | False | False |
An XML aggregate of tax line items. | |
Estimate_RecurDataRef | String | False | False | False |
The Recurrence Data reference. | |
Estimate_RecurDataRef_Name | String | True | False | False |
An identifying name for the object. | |
Estimate_RecurringInfo_Name | String | False | False | False |
The Recurring Info name. | |
Estimate_RecurringInfo_RecurType | String | False | False | False |
The Recurring Info recurring type. The allowed values are Automated, Reminded, UnScheduled. | |
Estimate_RecurringInfo_Active | Boolean | False | False | False |
The Recurring Info is active or not. | |
Estimate_RecurringInfo_ScheduleInfo_IntervalType | String | False | False | False |
The Recurring Info interval type. The allowed values are Yearly, Monthly, Weekly, Daily. | |
Estimate_RecurringInfo_ScheduleInfo_NumInterval | Integer | False | False | False |
The Recurring Info num interval. | |
Estimate_RecurringInfo_ScheduleInfo_DayOfWeek | String | False | False | False |
The Recurring Info day of week. | |
Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth | String | False | False | False |
The Recurring Info week of month. | |
Estimate_RecurringInfo_ScheduleInfo_MaxOccurrences | String | False | False | False |
The max number of recurring occurrences. | |
Estimate_RecurringInfo_ScheduleInfo_RemindDays | String | False | False | False |
The days before start date for a reminded RecurType. | |
Estimate_RecurringInfo_ScheduleInfo_MonthOfYear | String | False | False | False |
The month of the year. | |
Estimate_RecurringInfo_ScheduleInfo_DaysBefore | String | False | False | False |
The days before the scheduled date. | |
Estimate_RecurringInfo_ScheduleInfo_DayOfMonth | String | False | False | False |
The day of the month. | |
Estimate_RecurringInfo_ScheduleInfo_StartDate | Datetime | False | False | False |
The Recurring Info start date. | |
Estimate_RecurringInfo_ScheduleInfo_NextDate | Datetime | False | False | False |
The Recurring Info next date. | |
Estimate_RecurringInfo_ScheduleInfo_EndDate | Datetime | False | False | False |
The end date for the recurring schedule. | |
Estimate_RecurringInfo_ScheduleInfo_PreviousDate | Datetime | False | False | False |
The Recurring Info previous date. | |
Estimate_CustomerRef | String | False |
Customers.Id | True | False |
The Id of the customer. |
Estimate_CustomerRef_Name | String | True |
Customers.DisplayName | False | False |
The name of the customer. |
Estimate_CustomerMemo | String | False | False | False |
The message to the customer, which appears in the invoice and the printed invoice. | |
Estimate_BillAddr_Id | String | False | False | False |
The Id of the entity for the billing address, mainly used for modifying the address. This field is assigned by the data service. | |
Estimate_BillAddr_Line1 | String | False | False | False |
The first line of the billing address. | |
Estimate_BillAddr_Line2 | String | False | False | False |
The second line of the billing address. | |
Estimate_BillAddr_Line3 | String | False | False | False |
The third line of the billing address. | |
Estimate_BillAddr_Line4 | String | False | False | False |
The fourth line of the billing address. | |
Estimate_BillAddr_Line5 | String | False | False | False |
The fifth line of the address. | |
Estimate_BillAddr_City | String | False | False | False |
City name. | |
Estimate_BillAddr_Country | String | False | False | False |
Country name. | |
Estimate_BillAddr_CountrySubDivisionCode | String | False | False | False |
Region within a country. For example, the state name for the USA or the province name for Canada. | |
Estimate_BillAddr_PostalCode | String | False | False | False |
Postal code. The zip code for the USA and Canada. | |
Estimate_BillAddr_Note | String | False | False | False |
Note for the customer. | |
Estimate_BillAddr_Lat | String | False | False | False |
The latitude coordinate of the geocoded billing address. | |
Estimate_BillAddr_Long | String | False | False | False |
The longitude coordinate of the geocoded billing address. | |
Estimate_ShipAddr_Id | String | False | False | False |
The Id of the entity for the shipping address, mainly used for modifying the address. This field is assigned by the data service. | |
Estimate_ShipAddr_Line1 | String | False | False | False |
First line of the shipping address. | |
Estimate_ShipAddr_Line2 | String | False | False | False |
Second line of the shipping address. | |
Estimate_ShipAddr_Line3 | String | False | False | False |
Third line of the shipping address. | |
Estimate_ShipAddr_Line4 | String | False | False | False |
Fourth line of the shipping address. | |
Estimate_ShipAddr_Line5 | String | False | False | False |
Fifth line of the shipping address. | |
Estimate_ShipAddr_City | String | False | False | False |
City name. | |
Estimate_ShipAddr_Country | String | False | False | False |
Country name. | |
Estimate_ShipAddr_CountrySubDivisionCode | String | False | False | False |
Region within a country. For example, the state name for the USA or the province name for Canada. | |
Estimate_ShipAddr_PostalCode | String | False | False | False |
Postal code. For example, the zip code for the USA and Canada. | |
Estimate_ShipAddr_Note | String | False | False | False |
Note for the customer. | |
Estimate_ShipAddr_Lat | String | False | False | False |
The latitude coordinate of the geocoded shipping address. | |
Estimate_ShipAddr_Long | String | False | False | False |
The longitude coordinate of the geocoded shipping address. | |
Estimate_ClassRef | String | False |
Class.Id | True | False |
The Id of the class associated with the transaction. |
Estimate_ClassRef_Name | String | True |
Class.FullyQualifiedName | False | False |
The name of the class associated with the transaction. |
Estimate_SalesTermRef | String | False |
Terms.Id | False | False |
The Id of the sales term associated with the transaction. |
Estimate_SalesTermRef_Name | String | True |
Terms.Name | False | False |
The name of the sales term associated with the transaction. |
Estimate_DueDate | Date | False | True | False |
The due date for the invoice, not including any early payment discount incentives or late payment penalties. If the date is not supplied, the current date on the server is used. | |
Estimate_ShipMethodRef | String | False | False | False |
The Id of the shipping method associated with the transaction. | |
Estimate_ShipMethodRef_Name | String | True | False | False |
The name of the shipping method associated with the transaction. | |
Estimate_ShipDate | Date | False | False | False |
The date for delivery of goods or services. | |
Estimate_TrackingNum | String | False | False | False |
The tracking number for the shipping provider for the delivery of the goods associated with the transaction. | |
Estimate_TotalAmt | Decimal | True | True | True |
This field indicates the total amount of the transaction. This includes the total of all charges, allowances, and taxes. | |
Estimate_PrintStatus | String | False | False | False |
The print status of the invoice. The allowed values are NotSet, NeedToPrint, PrintComplete. The default value is NotSet. | |
Estimate_EmailStatus | String | False | False | False |
The email status of the invoice. The allowed values are NotSet, NeedToSend, EmailSent. The default value is NotSet. | |
Estimate_BillEmail_Address | String | False | False | False |
The email address where the invoice is sent. If the value of EmailStatus is NeedToSend, BillEmail is a required input. | |
Estimate_Balance | Decimal | False | True | True |
This field indicates whether the transaction is a finance charge. | |
Estimate_ExpirationDate | Date | False | False | False |
The date when an estimate becomes invalid. | |
Estimate_AcceptedBy | String | False | False | False |
The name of the customer who accepted the estimate. | |
Estimate_AcceptedDate | Date | False | False | False |
The date the estimate was accepted. | |
Estimate_ApplyTaxAfterDiscount | Boolean | False | False | False |
This field sets whether any discounts are applied before taxes are calculated. | |
Estimate_CurrencyRef | String | False | False | False |
The Id of the currency used in the transaction. | |
Estimate_CurrencyRef_Name | String | True | False | False |
The name of the currency used in the transaction. | |
Estimate_ExchangeRate | Decimal | False | False | False |
The currency exchange rate. This field is valid only if the company file is set up to use the multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available for the UK, AU, IN, and CA editions. | |
Estimate_GlobalTaxCalculation | String | False | False | False |
The method used to apply taxes. This field is valid in the UK, AU, IN, and CA editions. The allowed values are TaxExcluded, TaxInclusive, NotApplicable. | |
Estimate_HomeTotalAmt | Decimal | True | False | False |
The total amount of the transaction, expressed in the home currency. This includes the total of all the charges, allowances, and taxes. This field is valid in the UK, AU, IN, and CA editions. |