Tableau Connector for QuickBooks Online

Build 24.0.9062

RecurringEstimateTransactions

Create and query QuickBooks Recurring Transaction for Estimates.

Table Specific Information

We can perform Select and Insert operations on RecurringEstimateTransactions table.

Select

Estimate_Id, Estimate_MetaData_CreateTime, Estimate_MetaData_LastUpdatedTime can be used for server side filter. The driver processes other filters client-side within the driver. 

SELECT * FROM RecurringEstimateTransactions WHERE Estimate_Id = 25529
SELECT * FROM RecurringEstimateTransactions WHERE Estimate_Id IN (25528, 25531, 25530)
SELECT * FROM RecurringEstimateTransactions WHERE Estimate_MetaData_CreateTime = '2020-03-19 19:49:51.0'
SELECT * FROM RecurringEstimateTransactions WHERE Estimate_MetaData_LastUpdatedTime = '2021-01-03 14:46:13'

Insert

To add a RecurringEstimateTransactions following fields needs to be added:

  • A RecurringEstimateTransactions object must have at least one line that describes an item.
  • A RecurringEstimateTransactions object must have a RecurringInfo.

INSERT INTO RecurringEstimateTransactions (Estimate_Id, Estimate_CustomerRef, Estimate_RecurringInfo_Name, Estimate_RecurringInfo_RecurType, Estimate_RecurringInfo_Active, Estimate_RecurringInfo_ScheduleInfo_IntervalType, Estimate_RecurringInfo_ScheduleInfo_NumInterval, Estimate_RecurringInfo_ScheduleInfo_DayOfWeek, Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth, Estimate_RecurringInfo_ScheduleInfo_StartDate, Estimate_RecurringInfo_ScheduleInfo_NextDate, Estimate_RecurringInfo_ScheduleInfo_PreviousDate, Estimate_LineAggregate) VALUES (49, 2, 'TestingA11', 'Reminded', false,  'Weekly', 2,  'Tuesday', 3, '2021-12-08', '2021-12-15', '2021-09-01', '<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
Estimate_Id [KEY] String True True True

The Id of the Estimate.

Estimate_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.

Estimate_MetaData_CreateTime Datetime True True True

The time the record was created.

Estimate_MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

Estimate_DocNumber String False True True

The reference number for the transaction.

Estimate_TxnDate Date False True True

The date when this transaction occurred.

Estimate_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.

Estimate_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.

Estimate_PrivateNote String False False False

A private note, which will not appear on the transaction records.

Estimate_TxnStatus String False False False

The status of the transaction.

使用できる値は次のとおりです。Accepted, Closed, Pending, Rejected

Estimate_LinkedTxnAggregate String False False False

An XML aggregate of transactions linked to the estimate.

Estimate_LineAggregate String False False False

An XML aggregate of the line items of a transaction.

Estimate_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code for the transaction.

Estimate_TxnTaxDetail_TotalTax String False False False

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

Estimate_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

Estimate_RecurDataRef String False False False

The Recurrence Data reference.

Estimate_RecurDataRef_Name String True False False

An identifying name for the object.

Estimate_RecurringInfo_Name String False False False

The Recurring Info name.

Estimate_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

Estimate_RecurringInfo_Active Boolean False False False

The Recurring Info is active or not.

Estimate_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

Estimate_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The Recurring Info num interval.

Estimate_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The Recurring Info day of week.

Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The Recurring Info week of month.

Estimate_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The max number of recurring occurrences.

Estimate_RecurringInfo_ScheduleInfo_RemindDays String False False False

The days before start date for a reminded RecurType.

Estimate_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year.

Estimate_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The days before the scheduled date.

Estimate_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month.

Estimate_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The Recurring Info start date.

Estimate_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The Recurring Info next date.

Estimate_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date for the recurring schedule.

Estimate_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The Recurring Info previous date.

Estimate_CustomerRef String False

Customers.Id

True False

The Id of the customer.

Estimate_CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer.

Estimate_CustomerMemo String False False False

A message to the customer, which appears in the invoice and in the printed invoice.

Estimate_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.

Estimate_BillAddr_Line1 String False False False

First line of the billing address.

Estimate_BillAddr_Line2 String False False False

Second line of the billing address.

Estimate_BillAddr_Line3 String False False False

Third line of the billing address.

Estimate_BillAddr_Line4 String False False False

Fourth line of the billing address.

Estimate_BillAddr_Line5 String False False False

Fifth line of the billing address.

Estimate_BillAddr_City String False False False

City name.

Estimate_BillAddr_Country String False False False

Country name.

Estimate_BillAddr_CountrySubDivisionCode String False False False

Country region. For example, the state name for the USA or the province name for Canada.

Estimate_BillAddr_PostalCode String False False False

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

Estimate_BillAddr_Note String False False False

Note for the customer.

Estimate_BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

Estimate_BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

Estimate_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.

Estimate_ShipAddr_Line1 String False False False

First line of the shipping address.

Estimate_ShipAddr_Line2 String False False False

Second line of the shipping address.

Estimate_ShipAddr_Line3 String False False False

Third line of the shipping address.

Estimate_ShipAddr_Line4 String False False False

Fourth line of the shipping address.

Estimate_ShipAddr_Line5 String False False False

Fifth line of the shipping address.

Estimate_ShipAddr_City String False False False

City name.

Estimate_ShipAddr_Country String False False False

Country name.

Estimate_ShipAddr_CountrySubDivisionCode String False False False

Country region. For example, the state name for the USA or the province name for Canada.

Estimate_ShipAddr_PostalCode String False False False

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

Estimate_ShipAddr_Note String False False False

Note for the customer.

Estimate_ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

Estimate_ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

Estimate_ClassRef String False

Class.Id

True False

The Id of the class associated with the transaction.

Estimate_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class associated with the transaction.

Estimate_SalesTermRef String False

Terms.Id

False False

The Id of the sales terms associated with the transaction.

Estimate_SalesTermRef_Name String True

Terms.Name

False False

The name of the sales terms associated with the transaction.

Estimate_DueDate Date False True False

The due date for the invoice, 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.

Estimate_ShipMethodRef String False False False

The Id of the shipping method associated with the transaction.

Estimate_ShipMethodRef_Name String True False False

The name of the shipping method associated with the transaction.

Estimate_ShipDate Date False False False

The date for delivery of goods or services.

Estimate_TrackingNum String False False False

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

Estimate_TotalAmt Decimal True True True

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

Estimate_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。

Estimate_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。

Estimate_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.

Estimate_Balance Decimal False True True

This column sets whether the transaction is a finance charge.

Estimate_ExpirationDate Date False False False

The date when the estimate becomes invalid.

Estimate_AcceptedBy String False False False

The name of the customer who accepted the estimate.

Estimate_AcceptedDate Date False False False

The date the estimate was accepted.

Estimate_ApplyTaxAfterDiscount Boolean False False False

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

Estimate_CurrencyRef String False False False

The Id of the currency used in the transaction.

Estimate_CurrencyRef_Name String True False False

The name of the currency used in the transaction.

Estimate_ExchangeRate Decimal False False False

The currency exchange rate. This field is valid only if the company file is set up to use 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.

Estimate_GlobalTaxCalculation String False False False

The method used to apply taxes. 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

Estimate_HomeTotalAmt Decimal True False False

The 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.

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Build 24.0.9062