Tableau Connector for QuickBooks Online

Build 24.0.9062

RecurringJournalEntryTransactions

Create and query QuickBooks Recurring Transaction for Journal Entry.

Table Specific Information

We can perform Select and Insert operations on RecurringJournalEntryTransactions table.

Select

JournalEntry_Id, JournalEntry_MetaData_CreateTime, JournalEntry_MetaData_LastUpdatedTime can be used for server side filter. The driver processes other filters client-side within the driver.

SELECT * FROM RecurringJournalEntryTransactions;
SELECT * FROM RecurringJournalEntryTransactions WHERE JournalEntry_id = 25536;
SELECT * FROM RecurringJournalEntryTransactions WHERE JournalEntry_MetaData_CreateTime = '2020-12-10 09:53:56';
SELECT * FROM RecurringJournalEntryTransactions WHERE JournalEntry_MetaData_LastUpdatedTime = '2020-12-10 09:53:56';
SELECT * FROM RecurringJournalEntryTransactions WHERE JournalEntry_id = 25536 AND JournalEntry_MetaData_CreateTime = '2020-12-10 09:53:56' AND JournalEntry_MetaData_LastUpdatedTime = '2020-12-10 09:53:56';

Insert

To add a RecurringJournalEntryTransactions following fields needs to be added:

  • There must be at least one credit line and at least one debit line where the total of the debit and credit Lines are equal to each other. Each _ denotes hierarchy. Use <Line> at the base level. 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 RecurringJournalEntryTransactions. For example:
  • A RecurringJournalEntryTransactions object must have a RecurringInfo.

INSERT INTO RecurringJournalEntryTransactions (JournalEntry_LineAggregate, JournalEntry_RecurringInfo_Name, JournalEntry_RecurringInfo_RecurType, JournalEntry_RecurringInfo_Active, JournalEntry_RecurringInfo_ScheduleInfo_DayOfWeek, JournalEntry_RecurringInfo_ScheduleInfo_IntervalType, JournalEntry_RecurringInfo_ScheduleInfo_NumInterval, JournalEntry_RecurringInfo_ScheduleInfo_DayOfMonth, JournalEntry_RecurringInfo_ScheduleInfo_MaxOccurrences, JournalEntry_RecurringInfo_ScheduleInfo_StartDate, JournalEntry_RecurringInfo_ScheduleInfo_NextDate, JournalEntry_RecurringInfo_ScheduleInfo_PreviousDate) VALUES ('<Line><Amount>0.02</Amount><DetailType>JournalEntryLineDetail</DetailType><JournalEntryLineDetail><PostingType>Debit</PostingType><Entity><Type>Customer</Type><EntityRef>24</EntityRef></Entity><AccountRef>33</AccountRef></JournalEntryLineDetail></Line> <Line><Amount>0.02</Amount><DetailType>JournalEntryLineDetail</DetailType><JournalEntryLineDetail><PostingType>Credit</PostingType><AccountRef>14</AccountRef></JournalEntryLineDetail></Line>', 'APPTEST1', 'Reminded', false, 'Monday', 'Weekly',  2,  'Tuesday',  '100',  '2021-12-01',  '2021-12-01',  '2021-12-01')

Columns

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

The Id of the Recurring Transaction.

JournalEntry_SyncToken String True False False

The Version number of the object.

JournalEntry_MetaData_CreateTime Datetime True True True

The time the record was created.

JournalEntry_MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

JournalEntry_CurrencyRef String True False False

The Id of the currency used in the transaction.

JournalEntry_CurrencyRef_Name String True False False

The name of the currency used in the transaction.

JournalEntry_LineAggregate String False False False

An XML aggregate of the line items of a transaction.

JournalEntry_RecurDataRef String True False False

The Recurrence Data reference.

JournalEntry_RecurringInfo_Name String False False False

The Recurring Info name.

JournalEntry_RecurringInfo_RecurType String False False False

The Recurring Info recurring type.

JournalEntry_RecurringInfo_Active Boolean False False False

The Recurring Info is active or not.

JournalEntry_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The Recurring Info day of week.

JournalEntry_RecurringInfo_ScheduleInfo_IntervalType String False False False

The Recurring Info interval type.

JournalEntry_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The Recurring Info week of month.

JournalEntry_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The Recurring Info num interval.

JournalEntry_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The Recurring Info day of month.

JournalEntry_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The max number of recurring occurrences.

JournalEntry_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The Recurring Info start date.

JournalEntry_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The Recurring Info next date.

JournalEntry_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The Recurring Info previous date.

JournalEntry_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The transaction tax code.

JournalEntry_TxnTaxDetail_TotalTax String False False False

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

JournalEntry_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

JournalEntry_TotalAmt Decimal True False False

The total bill amount.

JournalEntry_Adjustment Boolean True False False

Is adjustment done or not.

JournalEntry_ExchangeRate Decimal False False False

The currency exchange rate. This field is only valid if the company file uses 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 in only the UK, AU, and CA editions.

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Build 24.0.9062