Tableau Connector for QuickBooks Online

Build 24.0.9060

Estimates

Create, update, delete, and query QuickBooks Estimates.

Table Specific Information

Estimates may be inserted, queried, or updated via the Estimates or EstimateLineItems tables. Estimates may be deleted by using the Estimates 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 an Estimate, specify a Customer 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 Estimates. For example: 

INSERT INTO Estimates (CustomerRef, LineAggregate) 
VALUES ('4', '
<Line><Amount>0.01</Amount><DetailType>SalesItemLineDetail</DetailType><SalesItemLineDetail><ItemRef>2</ItemRef></SalesItemLineDetail></Line>
<Line><Amount>0.02</Amount><DetailType>SalesItemLineDetail</DetailType><SalesItemLineDetail><ItemRef>3</ItemRef></SalesItemLineDetail></Line>
')

Columns

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

The Id of the Estimate.

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 when this transaction occurred.

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.

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.

PrivateNote String False False False

A private note, which will not appear on the transaction records.

TxnStatus String False False False

The status of the transaction.

The allowed values are Accepted, Closed, Pending, Rejected.

LinkedTxnAggregate String False False False

An XML aggregate of transactions linked to the estimate.

LineAggregate String False False False

An XML aggregate of line items associated with the transaction. other:childtable=

TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code for 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.

CustomerRef String False

Customers.Id

True False

The Id of the customer.

CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer.

CustomerMemo String False False False

A message to the customer, which appears in the invoice and in the printed invoice.

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.

BillAddr_Line1 String False False False

First line of the billing address.

BillAddr_Line2 String False False False

Second line of the billing address.

BillAddr_Line3 String False False False

Third line of the billing address.

BillAddr_Line4 String False False False

Fourth line of the billing address.

BillAddr_Line5 String False False False

Fifth line of the billing address.

BillAddr_City String False False False

City name.

BillAddr_Country String False False False

Country name.

BillAddr_CountrySubDivisionCode String False False False

Country region. For example, the state name for the USA or the province name for Canada.

BillAddr_PostalCode String False False False

Postal code. The zip code for the USA and Canada.

BillAddr_Note String False False False

Note for the customer.

BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

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.

ShipAddr_Line1 String False False False

First line of the shipping address.

ShipAddr_Line2 String False False False

Second line of the shipping address.

ShipAddr_Line3 String False False False

Third line of the shipping address.

ShipAddr_Line4 String False False False

Fourth line of the shipping address.

ShipAddr_Line5 String False False False

Fifth line of the shipping address.

ShipAddr_City String False False False

City name.

ShipAddr_Country String False False False

Country name.

ShipAddr_CountrySubDivisionCode String False False False

Country region. For example, the state name for the USA or the province name for Canada.

ShipAddr_PostalCode String False False False

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

ShipAddr_Note String False False False

Note for the customer.

ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

ClassRef String False

Class.Id

True False

The Id of the class associated with the transaction.

ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class associated with the transaction.

SalesTermRef String False

Terms.Id

False False

The Id of the sales terms associated with the transaction.

SalesTermRef_Name String True

Terms.Name

False False

The name of the sales terms associated with the transaction.

DueDate Date False True False

The due date for the invoice, not including any early payment discount incentives or late payment penalties. If the date is not supplied, the current date on the server is used.

ShipMethodRef String False False False

The Id of the shipping method associated with the transaction.

ShipMethodRef_Name String True False False

The name of the shipping method associated with the transaction.

ShipDate Date False False False

The date for delivery of goods or services.

TrackingNum String False False False

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

TotalAmt Decimal True True True

The total amount of the transaction. This includes the total of all the charges, allowances, and taxes.

PrintStatus String False False False

The print status of the invoice.

The allowed values are NotSet, NeedToPrint, PrintComplete.

The default value is NotSet.

EmailStatus String False False False

The email status of the invoice.

The allowed values are NotSet, NeedToSend, EmailSent.

The default value is NotSet.

BillEmail_Address String False False False

The email address where the invoice is sent. If the value of EmailStatus is NeedToSend, BillEmail is a required input.

Balance Decimal False True True

This column sets whether the transaction is a finance charge.

ExpirationDate Date False False False

The date when the estimate becomes invalid.

AcceptedBy String False False False

The name of the customer who accepted the estimate.

AcceptedDate Date False False False

The date the estimate was accepted.

ApplyTaxAfterDiscount Boolean False False False

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

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 valid only if the company file is set up to use 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.

GlobalTaxCalculation String False False False

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

The allowed values are TaxExcluded, TaxInclusive, NotApplicable.

HomeTotalAmt Decimal True False False

The total amount of the transaction in the home currency. Includes the total of all the charges, allowances, and taxes. This field is valid in the UK, AU, and CA editions.

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Build 24.0.9060