Tableau Connector for QuickBooks Online

Build 24.0.9062

CreditMemoLineItems

Create, update, delete, and query QuickBooks Credit Memo Line Items.

Table Specific Information

CreditMemos may be inserted, updated, or queried via the CreditMemos or CreditMemoLineItems tables. CreditMemos may be deleted by using the CreditMemos table.

Select

All filterable columns support the following operators:

  • =
  • !=
  • >=
  • <=
  • >
  • <
  • IN
  • LIKE
  • CONTAINS

The driver processes other filters client-side within the driver.

Insert

To add a CreditMemo, specify a Customer and at least one Line Item. The following shows an example of inserting multiple CreditMemos, each with a single line. To insert a CreditMemo with multiple lines, see the example on the CreditMemos table. 

 INSERT INTO CreditMemoLineItems#TEMP (CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount) VALUES ('4', 'SalesItemLineDetail', '2', 0.01)
INSERT INTO CreditMemoLineItems#TEMP (CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount) VALUES ('4', 'SalesItemLineDetail', '3', 0.02) 
 INSERT INTO CreditMemoLineItems (CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount) SELECT CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount FROM CreditMemoLineItems#TEMP

Columns

Name Type ReadOnly References Filterable Sortable Description
LineId [KEY] String True False False

The Id of the line item of the credit memo.

CreditMemoId [KEY] String False

CreditMemos.Id

True True

The Id of the credit memo.

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.

MetaData_CreateTime Datetime True True True

The time the record was created.

MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

DocNumber String False True True

The reference number for the transaction.

TxnDate Date False True True

The date when the transaction occurred.

PrivateNote String False False False

A private note about the transaction. By default, this field will not appear on transaction records.

LinkedTxnAggregate String False False False

An XML aggregate of linked transactions on the credit memo.

Line_Id String False False False

The Id of the line item.

Line_Description String False False False

The description of the line item that appears in the printed record.

Line_Amount Decimal False False False

The total amount of the charges or discounts for the given line. This includes the charges and allowances but excludes the tax amount.

Line_DetailType String False False False

The detail type of the line item. Different detail types indicate different types of line items.

Line_SalesItemLineDetail_ItemRef String False

Items.Id

False False

The Id of the item. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount attribute is ignored.

Line_SalesItemLineDetail_ItemRef_Name String True

Items.Name

False False

The name of the item. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount attribute is ignored.

Line_SalesItemLineDetail_ClassRef String False

Class.Id

False False

The Id of the class entity of the line item.

Line_SalesItemLineDetail_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class entity of the line item.

Line_SalesItemLineDetail_UnitPrice Decimal False False False

The unit price of the item.

Line_SalesItemLineDetail_Qty Double False False False

The number of items in the line item.

Line_SalesItemLineDetail_TaxCodeRef String False

TaxCodes.Id

False False

The tax code for this item.

Line_SalesItemLineDetail_ServiceDate Date False False False

The date when the service was performed.

Line_GroupLineDetail_GroupItemRef String True False False

The Id of the group item object.

Line_GroupLineDetail_GroupItemRef_Name String True False False

The name of the group item object.

Line_GroupLineDetail_Quantity Integer True False False

The amount of the group item.

TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code for the transaction.

TxnTaxDetail_TotalTax String False False False

The total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

CustomerRef String False

Customers.Id

True True

The Id of the customer.

CustomerRef_Name String True

Customers.DisplayName

False False

A name that identifies the customer.

CustomerMemo String False False False

A message to the customer, visible on the transaction.

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.

BillAddr_Line1 String False False False

The first line of the address.

BillAddr_Line2 String False False False

The second line of the address.

BillAddr_Line3 String False False False

The third line of the address.

BillAddr_Line4 String False False False

The fourth line of the address.

BillAddr_Line5 String False False False

The fifth line of the address.

BillAddr_City String False False False

The city name.

BillAddr_Country String False False False

The country name.

BillAddr_CountrySubDivisionCode String False False False

The country region. The state name for the USA or the province name for Canada.

BillAddr_PostalCode String False False False

The postal code. The zip code for the USA and Canada.

BillAddr_Note String False False False

The note for the customer.

BillAddr_Lat String False False False

The latitude coordinate of the geocoded address.

BillAddr_Long String False False False

The longitude coordinate of the geocoded address.

ShipAddr_Line1 String False False False

The first line of the shipping address.

ShipAddr_Line2 String False False False

The second line of the shipping address.

ShipAddr_Line3 String False False False

The third line of the shipping address.

ShipAddr_Line4 String False False False

The fourth line of the shipping address.

ShipAddr_Line5 String False False False

The fifth line of the shipping address.

ShipAddr_City String False False False

The city name

ShipAddr_Country String False False False

The country name

ShipAddr_CountrySubDivisionCode String False False False

The region within a country.

ShipAddr_PostalCode String False False False

The postal code.

ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

ClassRef String False

Class.Id

True False

The Id of the class.

ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class.

SalesTermRef String False

Terms.Id

True False

The Id of the sales term associated with the transaction.

SalesTermRef_Name String True

Terms.Name

False False

A name that identifies the sales term associated with the transaction.

TotalAmt Decimal False True True

The total amount of the transaction. This includes the total of all the charges, allowances, and taxes.

PrintStatus String False False False

The print status of the credit memo.

使用できる値は次のとおりです。NotSet, NeedToPrint, PrintComplete

デフォルト値はNotSetです。

EmailStatus String False False False

The email status of the invoice.

使用できる値は次のとおりです。NotSent, NeedToSend, EmailSent

デフォルト値はNotSetです。

DepositToAccountRef String False

Accounts.Id

False False

The asset account where the payment money is deposited. If you do not specify this account, QuickBooks Online uses the Undeposited Funds account.

DepositToAccountRef_Name String True

Accounts.Name

False False

The name of the asset account where the payment money is deposited. If you do not specify this account, QuickBooks Online uses the Undeposited Funds account.

RemainingCredit Decimal False False False

The total credit amount still available to apply towards the payment.

DepartmentRef String False

Departments.Id

False False

The Id of the department, which stores the location of the transaction.

DepartmentRef_Name String True

Departments.Name

False False

The name of the department, which stores location of the transaction.

BillEmail_Address String False False False

The email address where the invoice is sent. If the value of EmailStatus is NeedToSend, this field is a required input.

ApplyTaxAfterDiscount Boolean False False False

This field sets whether the discount is applied before or after taxes are calculated.

CurrencyRef String False False False

The Id of the currency used for all amounts of the transaction. This field is available in only the UK, AU, and CA editions.

CurrencyRef_Name String True False False

The name of the currency used for all amounts of the transaction. This field is available in only the UK, AU, and CA editions.

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 only the UK, AU, and CA editions.

GlobalTaxCalculation String False False False

The method in which tax is applied. This field is valid in only the UK, AU, and CA editions.

使用できる値は次のとおりです。TaxExcluded, TaxInclusive, NotApplicable

HomeTotalAmt Decimal True False False

The total amount of the transaction in the home currency. This field includes the total of all the charges, allowances, and taxes. This field is valid in only the UK, AU, and CA editions.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9062