Tableau Connector for QuickBooks Online

Build 24.0.9062

RecurringPurchaseTransactions

Create and query QuickBooks Recurring Transaction for Purchases.

Columns

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

The Id of the purchase.

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.

Purchase_MetaData_CreateTime Datetime True True True

The time the record was created.

Purchase_MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

Purchase_DocNumber String False True True

Reference number for the transaction.

Purchase_TxnDate Date False True True

The date when this transaction occurred.

Purchase_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.

Purchase_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.

Purchase_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.

Purchase_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.

Purchase_LinkedTxnAggregate String False False False

Zero or more linked transactions.

Purchase_RecurDataRef String False False False

The Recurrence Data reference.

Purchase_RecurDataRef_Name String True False False

An identifying name for the object.

Purchase_RecurringInfo_Name String False False False

The Recurring Info name.

Purchase_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

Purchase_RecurringInfo_Active Boolean False False False

The Recurring Info is active or not.

Purchase_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

Purchase_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The Recurring Info num interval.

Purchase_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The Recurring Info day of week.

Purchase_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The Recurring Info week of month.

Purchase_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The max number of recurring occurrences.

Purchase_RecurringInfo_ScheduleInfo_RemindDays String False False False

The days before start date for a reminded RecurType.

Purchase_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year.

Purchase_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The days before the scheduled date.

Purchase_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month.

Purchase_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The Recurring Info start date.

Purchase_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The Recurring Info next date.

Purchase_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date for the recurring schedule.

Purchase_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The Recurring Info previous date.

Purchase_LineAggregate String False False False

A line item of a transaction.

Purchase_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.

Purchase_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.

Purchase_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

Purchase_EntityRef String False False False

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

Purchase_EntityRef_Name String True False False

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

Purchase_Credit Boolean False False False

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

Purchase_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.

Purchase_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.

Purchase_Status String True False False

The status of the purchase.

Purchase_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The transaction tax code.

Purchase_TxnTaxDetail_TotalTax String False False False

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

Purchase_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

Purchase_CurrencyRef String False False False

The Id of the currency used in the transaction.

Purchase_CurrencyRef_Name String True False False

The name of the currency used in the transaction.

Purchase_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.

Purchase_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

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Build 24.0.9062