Tableau Connector for QuickBooks Online

Build 24.0.9062

RecurringCreditMemoTransactions

Create and query QuickBooks Recurring Transactions for Credit Memos.

Columns

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

The Id of the credit memo.

CreditMemo_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.

CreditMemo_MetaData_CreateTime Datetime True True True

The time the record was created.

CreditMemo_MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

CreditMemo_CustomFieldAggregate String False False False

An XML aggregate of custom fields for the credit memo.

CreditMemo_DocNumber String False True True

The reference number for the transaction.

CreditMemo_TxnDate Date False True True

The date when this transaction occurred.

CreditMemo_PrivateNote String False False False

The private note about the transaction. This note will not appear on the transaction records by default.

CreditMemo_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.

CreditMemo_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.

CreditMemo_TxnStatus String False False False

The status of the transaction. Depending on the transaction type it may have different values. For sales transactions, the acceptable values are defined in PaymentStatusEnum. For estimates, the values accepted are defined in QboEstimateStatusEnum.

CreditMemo_LinkedTxnAggregate String False False False

Zero or more linked transactions.

CreditMemo_RecurDataRef String False False False

The Recurrence Data reference.

CreditMemo_RecurDataRef_Name String True False False

An identifying name for the object.

CreditMemo_RecurringInfo_Name String False False False

The Recurring Info name.

CreditMemo_RecurringInfo_RecurType String False False False

The Recurring Info recurring type.

使用できる値は次のとおりです。Automated, Reminded, UnScheduled

CreditMemo_RecurringInfo_Active Boolean False False False

The Recurring Info is active or not.

CreditMemo_RecurringInfo_ScheduleInfo_IntervalType String False False False

The Recurring Info interval type.

使用できる値は次のとおりです。Yearly, Monthly, Weekly, Daily

CreditMemo_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The Recurring Info num interval.

CreditMemo_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The Recurring Info day of week.

CreditMemo_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The Recurring Info week of month.

CreditMemo_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The max number of recurring occurrences.

CreditMemo_RecurringInfo_ScheduleInfo_RemindDays String False False False

The days before start date for a reminded RecurType.

CreditMemo_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year.

CreditMemo_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The days before the scheduled date.

CreditMemo_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month.

CreditMemo_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The Recurring Info start date.

CreditMemo_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The Recurring Info next date.

CreditMemo_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date for the recurring schedule.

CreditMemo_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The Recurring Info previous date.

CreditMemo_LineAggregate String False False False

An XML aggregate of line items on the credit memo.

CreditMemo_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code for the transaction.

CreditMemo_TxnTaxDetail_TotalTax String False False False

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

CreditMemo_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

CreditMemo_CustomerRef String False

Customers.Id

True True

The Id of the customer.

CreditMemo_CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer or job.

CreditMemo_CustomerMemo String False False False

The message to the customer, visible on the transaction.

CreditMemo_BillAddr_Id String False False False

The Id of the entity for the address, mainly used for modifying the address. This value is assigned by the data service.

CreditMemo_BillAddr_Line1 String False False False

The first line of the address.

CreditMemo_BillAddr_Line2 String False False False

The second line of the address.

CreditMemo_BillAddr_Line3 String False False False

The third line of the address.

CreditMemo_BillAddr_Line4 String False False False

The fourth line of the address.

CreditMemo_BillAddr_Line5 String False False False

The fifth line of the address.

CreditMemo_BillAddr_City String False False False

The city name.

CreditMemo_BillAddr_Country String False False False

The country name.

CreditMemo_BillAddr_CountrySubDivisionCode String False False False

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

CreditMemo_BillAddr_PostalCode String False False False

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

CreditMemo_BillAddr_Note String False False False

The note for the customer.

CreditMemo_BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

CreditMemo_BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

CreditMemo_ShipAddr_Id String False False False

The Id of the entity for hte address.

CreditMemo_ShipAddr_Line1 String False False False

The first line of the shipping address.

CreditMemo_ShipAddr_Line2 String False False False

The second line of the shipping address.

CreditMemo_ShipAddr_Line3 String False False False

The third line of the shipping address.

CreditMemo_ShipAddr_Line4 String False False False

The fourth line of the shipping address.

CreditMemo_ShipAddr_Line5 String False False False

The fifth line of the shipping address.

CreditMemo_ShipAddr_City String False False False

The city name

CreditMemo_ShipAddr_Country String False False False

The country name

CreditMemo_ShipAddr_CountrySubDivisionCode String False False False

The region within a country.

CreditMemo_ShipAddr_PostalCode String False False False

The postal code.

CreditMemo_ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

CreditMemo_ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

CreditMemo_ClassRef String False

Class.Id

True False

The Id of the class associated with the transaction.

CreditMemo_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class associated with the transaction.

CreditMemo_SalesTermRef String False

Terms.Id

True False

The Id of the sales term associated with the transaction.

CreditMemo_SalesTermRef_Name String True

Terms.Name

False False

The name of the sales term associated with the transaction.

CreditMemo_TotalAmt Decimal False True True

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

CreditMemo_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。

CreditMemo_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。

CreditMemo_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.

CreditMemo_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.

CreditMemo_RemainingCredit Decimal False False False

The total credit amount still available to be applied towards the payment.

CreditMemo_DepartmentRef String False

Departments.Id

False False

The Id of the location of the transaction.

CreditMemo_DepartmentRef_Name String True

Departments.Name

False False

The name of the location of the transaction.

CreditMemo_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.

CreditMemo_ApplyTaxAfterDiscount Boolean False False False

This field sets whether discounts are applied before taxes are calculated.

CreditMemo_CurrencyRef String False False False

The Id of the currency used in the transaction.

CreditMemo_CurrencyRef_Name String True False False

The name of the currency used in the transaction.

CreditMemo_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.

CreditMemo_GlobalTaxCalculation String False False False

The method used to apply the tax. 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

CreditMemo_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, and CA editions.

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Build 24.0.9062