Power BI Connector for QuickBooks Online

Build 24.0.9060

Bills

Create, update, delete, and query QuickBooks Bills.

Table Specific Information

Bills may be inserted, deleted, updated, or queried via the Bills or BillLineItems tables. Bills may be deleted by using the Bills table.

Select

All filterable columns support the following operators:

  • =
  • !=
  • >=
  • <=
  • >
  • <
  • IN
  • LIKE
  • CONTAINS

The driver processes other filters client-side within the driver.

Insert

To add a Bill, specify the Vendor, APAccountRef, and TxnDate columns and at least one Line Item. The LineAggregate column may be used to specify an XML aggregate of Line Item data. Each _ denotes hierarchy. Use <Line> at the base level. The contents of LineAggregate will be sent to the API as is. 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 Bills. For example: 

INSERT INTO Bills (VendorRef, APAccountRef, TxnDate, LineAggregate) 
VALUES ('21', '66', '1/1/2011', '
<Line><Amount>4.04</Amount><DetailType>AccountBasedExpenseLineDetail</DetailType><AccountBasedExpenseLineDetail><AccountRef>7</AccountRef></AccountBasedExpenseLineDetail></Line>
<Line><Amount>6.06</Amount><DetailType>AccountBasedExpenseLineDetail</DetailType><AccountBasedExpenseLineDetail><AccountRef>8</AccountRef></AccountBasedExpenseLineDetail></Line>
')

Columns

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

The Id of the bill.

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.

MetaData_CreateTime Datetime True True True

The time the record was created.

MetaData_LastUpdatedTime Datetime True True True

The time the record was last updated.

DocNumber String False True True

The reference number for the transaction.

TxnDate Date False True True

The date of the transaction. This field is often the date when the transaction was entered into the system, but it is not required to be. For posting transactions, this is the posting date that affects financial statements.

PrivateNote String False False False

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

LinkedTxnAggregate String False False False

An XML aggregate of transactions linked to the estimate.

LineAggregate String False False False

An XML aggregate of the line items of the bill.

VendorRef String False

Vendors.Id

True True

The Id of the vendor.

VendorRef_Name String True

Vendors.DisplayName

False False

The name of the vendor associated with the transaction.

APAccountRef String False

Accounts.Id

True True

The Id of the accounts-payable account.

APAccountRef_Name String True

Accounts.Name

False False

The name of the accounts-payable account.

TotalAmt Decimal False True True

The total amount due, determined by taking the sum of the line items.

SalesTermRef String False

Terms.Id

True True

The Id of the sales terms entity of the bill.

SalesTermRef_Name String True

Terms.Name

False False

A name that identifies the sales terms entity of the bill.

DueDate Date False True True

The due date for the bill, excluding early payment discount incentives and late payment penalties.

Balance Decimal True True False

The unpaid amount of the bill. When paid in full this value is 0.

DepartmentRef String False

Departments.Id

False False

The Id of the department, which stores the location of the transaction.

DepartmentRef_Name String True

Departments.Name

False False

The name of the department.

TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code of the transaction.

TxnTaxDetail_TotalTax String False False False

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

TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of tax line items.

CurrencyRef String False False False

The Id of the currency used in the transaction.

CurrencyRef_Name String True False False

The name of the currency used in the transaction.

ExchangeRate Decimal False False False

The currency exchange rate. This field is available only if the multicurrency feature has been set for the company file. 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 only the UK, AU, and CA editions.

GlobalTaxCalculation String False False False

The method used to apply the tax. This field is valid in only the UK, AU, and CA editions.

The allowed values are TaxExcluded, TaxInclusive, NotApplicable.

TransactionLocationType String False False False

The account location. This field is valid in only the FR editions.

The allowed values are WithinFrance, FranceOverseas, OutsideFranceWithEU, OutsideEU.

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Build 24.0.9060