Tableau Connector for QuickBooks Online

Build 24.0.9062

Purchases

Create, update, delete, and query QuickBooks Purchases.

Table Specific Information

Note: A Purchase object represents an expense, such as a purchase made from a vendor.

Select

All filterable columns support the following operators:

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

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

Columns

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

The Id of the purchase.

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

Reference number for the transaction.

TxnDate Date False True True

The date when this transaction occurred.

PrivateNote String False False False

A private note about the transaction. This note will not appear on the transaction records by default. This field maps to the Memo field on the Check and CreditCard form.

LineAggregate String False False False

A line item of a transaction.

AccountRef String False

Accounts.Id

False False

The Id of the account associated with the purchase. Check payments should reference a bank account and credit card purchases should refer to a credit card account.

AccountRef_Name String True

Accounts.Name

False False

A name that identifies the account associated with the purchase. Checks should reference a bank account and credit card purchases should refer to a credit card account.

PaymentType String False True True

The payment type.

使用できる値は次のとおりです。Cash, Check, CreditCard

EntityRef String False False False

The Id of the entity for the party the expense is associated with.

EntityRef_Name String True False False

A name that identifies the party the expense is associated with.

Credit Boolean False False False

This field is valid only for the credit card payment type.

TotalAmt Decimal True True True

The total amount due, determined by the sum of the line item amounts. This includes all charges, allowances, taxes, discounts, etc.

PrintStatus String False False False

The print status of the purchase. This field is applicable only for checks and ignored for credit card charges or refunds.

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 the location of the transaction.

Status String True False False

The status of the purchase.

TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The transaction tax code.

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.

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

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

TransactionLocationType String False False False

The account location. This field is valid in only the FR editions.

使用できる値は次のとおりです。WithinFrance, FranceOverseas, OutsideFranceWithEU, OutsideEU

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