Tableau Connector for QuickBooks Online

Build 24.0.9062

Invoices

Create, update, delete, and query QuickBooks Invoices.

Table Specific Information

Invoices may be inserted, queried, or updated via the Invoices or InvoiceLineItems tables. Invoices may be deleted by using the Invoices 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 an Invoice, specify a Customer and at least one Line Item. The LineAggregate column may be used to specify an XML aggregate of Line Item data. Each _ denotes hierarchy. Use <Line> at the base level. The contents of LineAggregate will be sent to the API as is. All values for each field in the aggregate should adhere to the API's specifications (e.g. for dates in format yyyy-MM-dd, for date times in format yyyy-MM-dd'T'HH:mm:sszzz). The columns that may be used in the aggregates begin with the prefix 'Line_' to indicate they are part of the line item. Use the Line_ column along with the DocNumber to indicate which lines go with which Invoices. For example: 

INSERT INTO Invoices (CustomerRef, LineAggregate) 
VALUES ('4', '
<Line><Amount>0.01</Amount><DetailType>SalesItemLineDetail</DetailType><SalesItemLineDetail><ItemRef>2</ItemRef></SalesItemLineDetail></Line>
<Line><Amount>0.02</Amount><DetailType>SalesItemLineDetail</DetailType><SalesItemLineDetail><ItemRef>3</ItemRef></SalesItemLineDetail></Line>
')

Columns

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

The Id of the invoice.

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 entered by the user when this transaction occurred.

PrivateNote String False False False

A private note that does not appear on the transaction records.

LinkedTxnAggregate String False False False

An XML aggregate of transactions linked to the estimate.

LineAggregate String False False False

An XML aggregate of line items associated with the transaction.

TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code of the transaction.

TxnTaxDetail_TotalTax String False False False

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 False

The Id of the customer.

CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer.

CustomerMemo String False False False

The message to the customer that appears in the invoice and in the printed invoice.

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

First line of the address.

BillAddr_Line2 String False False False

Second line of the address.

BillAddr_Line3 String False False False

Third line of the address.

BillAddr_Line4 String False False False

Fourth line of the address.

BillAddr_Line5 String False False False

Fifth line of the address.

BillAddr_City String False False False

City name.

BillAddr_Country String False False False

Country name.

BillAddr_CountrySubDivisionCode String False False False

Region within a country. For example, the state name for the USA or the province name for Canada.

BillAddr_PostalCode String False False False

Postal code. For example, the zip code for the USA and Canada.

BillAddr_Note String False False False

Note for the customer.

BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

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.

ShipAddr_Line1 String False False False

First line of the address.

ShipAddr_Line2 String False False False

Second line of the address.

ShipAddr_Line3 String False False False

Third line of the address.

ShipAddr_Line4 String False False False

Fourth line of the address.

ShipAddr_Line5 String False False False

Fifth line of the address.

ShipAddr_City String False False False

City name.

ShipAddr_Country String False False False

Country name.

ShipAddr_CountrySubDivisionCode String False False False

Region within a country. For example, the state name for the USA or the province name for Canada.

ShipAddr_PostalCode String False False False

Postal code. For example, the zip code for the USA and Canada.

ShipAddr_Note String False False False

Note for the customer.

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 associated with the transaction.

ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class associated with the transaction.

SalesTermRef String False

Terms.Id

False False

The Id of the sales term associated with the transaction.

SalesTermRef_Name String True

Terms.Name

False False

The name of the sales term associated with the transaction.

DueDate Date False True False

The date when the invoice is to be paid, 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.

ShipMethodRef String False False False

The Id of the shipping method associated with the transaction.

ShipMethodRef_Name String True False False

The name of the shipping method associated with the transaction.

ShipDate Date False False False

The date for delivery of goods or services.

TrackingNum String False False False

The tracking number for the shipping provider for the delivery of the goods associated with the transaction.

TotalAmt Decimal True True True

This field indicates 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 invoice.

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。NotSet, NeedToSend, EmailSent

デフォルト値はNotSetです。

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.

BillEmailCc_Address String False False False

The email address where the invoice is sent as CC.

BillEmailBcc_Address String False False False

The email address where the invoice is sent as BCC.

Balance Decimal True True True

This field indicates whether the transaction is a finance charge.

PaymentRefNum String False False False

The reference number for the payment.

PaymentMethodRef String False

PaymentMethods.Id

False False

The Id of the payment method.

PaymentMethodRef_Name String True

PaymentMethods.Name

False False

The name of the payment method.

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

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.

DeliveryInfo_DeliveryType String False False False

Type of the delivery. Used to confirm that email has been sent via the send operation.

DeliveryInfo_DeliveryTime Datetime False False False

Delivery date and time.

Deposit Decimal False False False

The deposit made towards this invoice.

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.

DepartmentRef_Name String True

Departments.Name

False False

The name of the department, which store the location of the transaction as defined using location tracking in QuickBooks Online.

AllowOnlineCreditCardPayment Boolean False False False

It specifies if online credit card payments are allowed for this invoice and corresponds to the Cards online payment check box on the QuickBooks UI.

ApplyTaxAfterDiscount Boolean False False False

This field sets whether discounts are applied before the tax is calculated.

CurrencyRef String False False False

The Id of the currency used in the transaction.

CurrencyRef_Name String True False False

The name of the currency used in the transaction.

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, and CA editions.

GlobalTaxCalculation String False False False

The method in which tax is applied. This field is valid in 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

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

AllowOnlineACHPayment Boolean False False False

Specifies if this invoice can be paid with online bank transfers and corresponds to the Free bank transfer online payment check box on the QuickBooks UI.

InvoiceLink String True False False

Sharable link for the invoice sent to external customers.

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Build 24.0.9062