Tableau Connector for QuickBooks Online

Build 24.0.9062

RecurringTransferTransactions

Create and query QuickBooks Recurring Transactions for Transfers

Columns

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

The Id of the payment.

Transfer_TxnDate Date False True True

The date entered by the user when this transaction occurred.

Transfer_PrivateNote String False False False

User entered, organization-private note about the transaction.

Transfer_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.

Transfer_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.

Transfer_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.

Transfer_LinkedTxnAggregate String False False False

Zero or more linked transactions.

Transfer_RecurDataRef String False False False

The Recurrence Data reference.

Transfer_RecurDataRef_Name String True False False

An identifying name for the object.

Transfer_RecurringInfo_Name String False False False

The Recurring Info name.

Transfer_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

Transfer_RecurringInfo_Active Boolean False False False

The Recurring Info is active or not.

Transfer_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

Transfer_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The Recurring Info num interval.

Transfer_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The Recurring Info day of week.

Transfer_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The Recurring Info week of month.

Transfer_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The max number of recurring occurrences.

Transfer_RecurringInfo_ScheduleInfo_RemindDays String False False False

The days before start date for a reminded RecurType.

Transfer_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year.

Transfer_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The days before the scheduled date.

Transfer_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month.

Transfer_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The Recurring Info start date.

Transfer_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The Recurring Info next date.

Transfer_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date for the recurring schedule.

Transfer_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The Recurring Info previous date.

Transfer_FromAccountRef String False

Accounts.Id

False False

The account Id from which the funds were transfered.

Transfer_FromAccountRef_Name String False

Accounts.Name

False False

The account Name from which the funds were transfered.

Transfer_ToAccountRef String False

Accounts.Id

False False

The account Id to which the funds were transfered.

Transfer_ToAccountRef_Name String False

Accounts.Name

False False

The account Name to which the funds were transfered.

Transfer_Amount Decimal False False False

The total amount of the transaction

Transfer_CurrencyRef String False False False

The Id of the currency used in the transaction.

Transfer_CurrencyRef_Name String True False False

The name of the currency used in the transaction.

Transfer_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.

Transfer_MetaData_CreateTime Datetime True True True

The time the record was created.

Transfer_MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

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Build 24.0.9062