Tableau Connector for QuickBooks Online

Build 23.0.8839


General Changes

  • The ROUND function doesn't accept the negative precision values anymore.

  • The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
  • The return type of the ABS function will be consistent with the parameter value type.
10/26/20238699QuickBooks OnlineAdded
  • Added ReportPrefs_ReportBasis and ReportPrefs_CalcAgingReportFromTxnDate columns to Preferences table.
10/09/20238682QuickBooks OnlineAdded
  • Added ArchiveMode connection property. By default, QuickBooks Online will only return non-deleted records from a SELECT query. With this property set to True, the connector will return records that are marked as deleted as well as the normal records. It's applicable for the following tables Accounts, Customers, items, Employees, Departments, Class, and PaymentMethods.
07/07/20238588QuickBooks OnlineAdded
  • Added a column Invoice_GroupSalesItemLineAggregate in RecurringInvoiceTransactionsLineItems table.

  • Added a column Purchase_LineId in RecurringPurchaseTransactionsLineItems table.
  • Added the new sys_lastresultinfo system table.
06/16/20238567QuickBooks OnlineAdded
  • Added a column InvoiceLink in Invoices table
05/03/20238523QuickBooks OnlineRemoved
  • Removed India specific fields as QuickBooks Online products are no longer be available in India.
  • Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
  • Added the Default column to the sys_procedureparameters table.
12/08/20228377QuickBooks OnlineAdded
  • Added the WriteToFile parameter in CreateAccountListReport, CreateAPAgingDetailReport, CreateAPAgingSummaryReport, CreateARAgingDetailReport, CreateARAgingSummaryReport, CreateBalanceSheetSummaryReport, CreateCustomerBalanceDetailReport, CreateCustomerBalanceReport, CreateCustomerIncomeReport, CreateCustomerSalesReport, CreateExpensesByVendorReport, CreateGeneralLedgerDetailReport, CreateInventoryValuationSummaryReport, CreateJournalReport, CreateProfitAndLossDetailReport, CreateProfitAndLossSummaryReport, CreateSalesByClassReport, CreateSalesByDepartmentReport, CreateSalesByProductReport, CreateStatementOfCashFlowReport, CreateTransactionListReport, CreateTransactionListWithSplitsReport, CreateTrialBalanceReport, CreateVendorBalanceDetailReport, CreateVendorBalanceReport SP. This defaults to true and must be disabled to write the schema to FileStream or FileData.
10/26/20228334QuickBooks OnlineAdded
  • Added FileData output attribute to print the BASE64 downloaded file content in the CreateAPAgingDetailReport, CreateAPAgingSummaryReport, CreateARAgingDetailReport, CreateARAgingSummaryReport, CreateAccountListReport, CreateBalanceSheetSummaryReport, CreateCustomerBalanceDetailReport, CreateCustomerIncomeReport, CreateCustomerSalesReport, CreateExpensesByVendorReport, CreateGeneralLedgerDetailReport, CreateInventoryValuationSummaryReport, CreateJournalReport, CreateProfitAndLossDetailReport, CreateSalesByClassReport, CreateStatementOfCashFlowReport, CreateTransactionListReport, CreateTransactionListWithSplitsReport, CreateTrialBalanceReport, CreateVendorBalanceDetailReport, CreateVendorBalanceReport schema stored procedure.
  • Added support for additional localizations in the Windows and Mac packages. Both setups now support all the languages that Tableau supports as of their 2022.2 release.
10/06/20228314QuickBooks OnlineAdded
  • Added Insert support to the TaxCodes and TaxRates tables.
  • Added the IsPath column to the sys_procedureparameters table.
09/28/20228306QuickBooks OnlineAdded
  • Added FileStream input attribute to add output streams in the CreateJournalReport, CreateProfitAndLossDetailReport, CreateSalesByClassReport, CreateStatementOfCashFlowReport, TransactionListReport, CreateTransactionListWithSplitsReport, CreateTrialBalanceReport, CreateVendorBalanceReport, CreateAccountListReport, CreateAPAgingDetailReport, CreateARAgingDetailReport, CreateBalanceSheetSummaryReport, CreateCustomerBalanceDetailReport, CreateCustomerIncomeReport, CreateCustomerSalesReport, CreateExpensesByVendorReport, CreateGeneralLedgerDetailReport, CreateInventoryValuationSummaryReport schema stored procedure.
09/01/20228279QuickBooks OnlineAdded
  • Added FileStream as an input parameter to support output streams on the DownloadAttachment, and DownloadPDF stored procedures.
  • Added Content as an input parameter to support input streams in the UploadAttachment stored procedures.
08/17/20228264QuickBooks OnlineAdded
  • Added the TaxExemptionReasonId column to the Customers table.
  • Updated connection dialogs to use advanced configuration information provided by drivers. This makes use of the same information as the new dialogs in other editions (like ODBC) to display only the most relevant connection properties.
  • Legacy connectors have been simplified to look more like Tableau JDBC dialogs. Legacy connectors target older Tableau versions which do not support rich connection dialogs like the modern connectors do. Most connectors cannot fit within these limitations.
06/02/20228188QuickBooks OnlineAdded
  • Added TransactionLocationType column to BillPayments, Bills, CreditMemos, Deposits, Estimates, Invoices, JournalEntries, Payments, PurchaseOrders, Purchases, RefundReceipts, SalesReceipts, TimeActivities, Transfers and VendorCredits tables.
04/18/20228143QuickBooks OnlineAdded
  • Added the AllowOnlineACHPayment column to the Invoice table.
03/18/20228112QuickBooks OnlineAdded
  • Added the tables RecurringCreditMemoTransactions, RecurringCreditMemoTransactionsLineItems, RecurringDepositTransactions, RecurringDepositTransactionsLineItems, RecurringPurchaseTransactions, RecurringPurchaseTransactionsLineItems, RecurringRefundReceiptTransactions, RecurringRefundReceiptTransactionsLineItems, RecurringSalesReceiptTransactions, RecurringSalesReceiptTransactionsLineItems, RecurringTransferTransactions, RecurringVendorCreditTransactions and RecurringVendorCreditTransactionsLineItems.
01/28/20228063QuickBooks OnlineAdded
  • Added the connection property IncludeCustomFields. Set this value to true in order to retrieve custom field values.
01/19/20228054QuickBooks OnlineAdded
  • Added the tables RecurringEstimateTransactions and RecurringEstimateTransactionsLineItems.
12/07/20218011QuickBooks OnlineAdded
  • Added the SendInvoice stored procedure to send Linked Payment Invoices via Email.
10/27/20217970QuickBooks OnlineAdded
  • Added support for Parallel pagination. This should greatly improve performance when retrieving many (tens of thousands+) of rows from a table.
10/11/20217954QuickBooks OnlineAdded
  • Added the CreateTransactionListWithSplitsReport stored procedure to create customized schema files and access the Transaction list with splits report from the Quickbooks online report service.
  • Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
  • Added the KeySeq column to the sys_foreignkeys table.
  • Added the new sys_primarykeys system table.
  • Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
  • As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
  • Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
  • Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
  • Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
  • Reduced the length to 255 for varchar primary key and foreign key columns.

  • Updated index naming convention to avoid duplicates.
  • Updated implicit and metadata caching to improve performance and support for multiple connections. Old metadata caches are not compatible - you need to generate new metadata caches if you are currently using CacheMetadata.
  • Improved the connection dialog configuration experience.
01/25/20217695QuickBooks OnlineAdded
  • Added Batch update support for all the tables.
01/18/20217688QuickBooks OnlineAdded
  • In the Invoice table, the AllowIPNPayment column has been removed and AllowOnlineCreditCardPayment has been added.

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Build 23.0.8839