Tableau Connector for QuickBooks Online

Build 24.0.9062

RecurringSalesReceiptTransactions

Create and query QuickBooks Recurring Transaction for Sales Receipt.

Columns

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

The Id of the sales receipt.

SalesReceipt_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.

SalesReceipt_MetaData_CreateTime Datetime True True True

The time the record was created.

SalesReceipt_MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

SalesReceipt_CustomFieldAggregate String False False False

An XML aggregate of custom fields associated with the transaction.

SalesReceipt_DocNumber String False True True

Reference number for the transaction.

SalesReceipt_TxnDate Date False True True

The date when this transaction occurred.

SalesReceipt_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.

SalesReceipt_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.

SalesReceipt_PrivateNote String False False False

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

SalesReceipt_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.

SalesReceipt_LinkedTxnAggregate String False False False

Zero or more linked transactions.

SalesReceipt_RecurDataRef String False False False

The Recurrence Data reference.

SalesReceipt_RecurDataRef_Name String True False False

An identifying name for the object.

SalesReceipt_RecurringInfo_Name String False False False

The Recurring Info name.

SalesReceipt_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

SalesReceipt_RecurringInfo_Active Boolean False False False

The Recurring Info is active or not.

SalesReceipt_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

SalesReceipt_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The Recurring Info num interval.

SalesReceipt_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The Recurring Info day of week.

SalesReceipt_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The Recurring Info week of month.

SalesReceipt_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The max number of recurring occurrences.

SalesReceipt_RecurringInfo_ScheduleInfo_RemindDays String False False False

The days before start date for a reminded RecurType.

SalesReceipt_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year.

SalesReceipt_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The days before the scheduled date.

SalesReceipt_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month.

SalesReceipt_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The Recurring Info start date.

SalesReceipt_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The Recurring Info next date.

SalesReceipt_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date for the recurring schedule.

SalesReceipt_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The Recurring Info previous date.

SalesReceipt_LineAggregate String False False False

Zero or more lines for the transaction.

SalesReceipt_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The transaction tax code.

SalesReceipt_TxnTaxDetail_TotalTax String False False False

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

SalesReceipt_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

SalesReceipt_CustomerRef String False

Customers.Id

True False

The Id of the customer.

SalesReceipt_CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer.

SalesReceipt_CustomerMemo String False False False

The message to the customer.

SalesReceipt_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.

SalesReceipt_BillAddr_Line1 String False False False

First line of the address.

SalesReceipt_BillAddr_Line2 String False False False

Second line of the address.

SalesReceipt_BillAddr_Line3 String False False False

Third line of the address.

SalesReceipt_BillAddr_Line4 String False False False

Fourth line of the address.

SalesReceipt_BillAddr_Line5 String False False False

Fifth line of the address.

SalesReceipt_BillAddr_City String False False False

City name.

SalesReceipt_BillAddr_Country String False False False

Country name.

SalesReceipt_BillAddr_CountrySubDivisionCode String False False False

Region within a country. For example, the state name for the USA and the province name for Canada.

SalesReceipt_BillAddr_PostalCode String False False False

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

SalesReceipt_BillAddr_Note String False False False

The note for the customer.

SalesReceipt_BillAddr_Lat String False False False

Latitude coordinate of the geocoded address.

SalesReceipt_BillAddr_Long String False False False

Longitude coordinate of the geocoded address.

SalesReceipt_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.

SalesReceipt_ShipAddr_Line1 String False False False

First line of the address.

SalesReceipt_ShipAddr_Line2 String False False False

Second line of the address.

SalesReceipt_ShipAddr_Line3 String False False False

Third line of the address.

SalesReceipt_ShipAddr_Line4 String False False False

Fourth line of the address.

SalesReceipt_ShipAddr_Line5 String False False False

Fifth line of the address.

SalesReceipt_ShipAddr_City String False False False

City name.

SalesReceipt_ShipAddr_Country String False False False

Country name.

SalesReceipt_ShipAddr_CountrySubDivisionCode String False False False

Region within a country. For example, the state name for the USA and the province name for Canada.

SalesReceipt_ShipAddr_PostalCode String False False False

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

SalesReceipt_ShipAddr_Note String False False False

Note for the customer.

SalesReceipt_ShipAddr_Lat String False False False

Latitude coordinate of the geocoded address.

SalesReceipt_ShipAddr_Long String False False False

Longitude coordinate of the geocoded address.

SalesReceipt_ClassRef String False

Class.Id

True False

The Id of the class associated with the transaction.

SalesReceipt_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class associated with the transaction.

SalesReceipt_ShipMethodRef String False False False

The Id of the shipping method associated with the transaction.

SalesReceipt_ShipMethodRef_Name String True False False

The name of the shipping method associated with the transaction.

SalesReceipt_ShipDate Date False False False

Date for delivery of goods or services.

SalesReceipt_TrackingNum String False False False

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

SalesReceipt_TotalAmt Decimal False True False

The total amount of the transaction. This includes the total of all the charges, allowances, and taxes. By default, this is recalculated and overriden based on total of the subitems. This field is calculated by QuickBooks business logic and cannot be written to QuickBooks.

SalesReceipt_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。

SalesReceipt_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。

SalesReceipt_BillEmail_Address String False False False

The email address where the sales receipt is sent.

SalesReceipt_Balance Decimal True True True

The balance reflecting any payments made against the transaction.

SalesReceipt_PaymentRefNum String False False False

The reference number for the payment.

SalesReceipt_PaymentMethodRef String False

PaymentMethods.Id

False False

The Id of the payment method.

SalesReceipt_PaymentMethodRef_Name String True

PaymentMethods.Name

False False

The name of the payment method.

SalesReceipt_DepositToAccountRef String False

Accounts.Id

False False

The Id of the asset account where the payment money is deposited. If you do not specify this account, QBO uses the Undeposited Funds account.

SalesReceipt_DepositToAccountRef_Name String True

Accounts.Name

False False

A name that identifies the asset account where the payment money is deposited. If you do not specify this account, QBO uses the Undeposited Funds account.

SalesReceipt_ApplyTaxAfterDiscount Boolean False False False

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

SalesReceipt_CurrencyRef String False False False

The Id of the currency used in the transaction.

SalesReceipt_CurrencyRef_Name String True False False

The name of the currency used in the transaction.

SalesReceipt_ExchangeRate Decimal False False False

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.

SalesReceipt_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

SalesReceipt_HomeTotalAmt Decimal False False False

Total amount of the transaction in the home currency. This field is valid in the UK, AU, and CA editions.

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Build 24.0.9062