Excel Add-In for QuickBooks Online

Build 24.0.9060

Customers

Create, update, delete, and query QuickBooks Customers.

Table Specific Information

Select

All filterable columns support the following operators:

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

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

Columns

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

The Id of the customer.

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.

Title String False False False

The title of the person. This field supports all i18n locales. At least one of the following name elements is required: Title, GivenName, MiddleName, or FamilyName.

GivenName String False True True

The given name or first name of the customer. At least one of the following elements is required: Title, GivenName, MiddleName, or FamilyName.

MiddleName String False True True

The middle name of the customer. The customer can have zero or more middle names. At least one of the elements is required: Title, GivenName, MiddleName, or FamilyName.

FamilyName String False True True

The family name or the last name of the customer. At least one of the following name elements is required: Title, GivenName, MiddleName, or FamilyName.

Suffix String False True True

The suffix of the name.

FullyQualifiedName String True True True

The fully qualified name of the customer. The fully qualified name consists the topmost parent element followed by each subelement and separated by colons. For example: Parent:Account1:SubAccount1:SubAccount2.

CompanyName String False True True

The name of the company associated with the customer.

DisplayName String False True True

The name of the customer to be displayed. This value must be unique.

PrintOnCheckName String False True True

The name of the customer as printed on a check. If this is not provided, it is populated from DisplayName.

Active Boolean False True True

This field indicates whether the customer is currently enabled for use by QuickBooks.

IsProject Boolean True True True

If true, indicates this is a Project.

PrimaryPhone_FreeFormNumber String False False False

The primary phone number.

AlternatePhone_FreeFormNumber String False False False

The alternate phone number.

Mobile_FreeFormNumber String False False False

The mobile phone number.

Fax_FreeFormNumber String False False False

The fax number.

PrimaryEmailAddr_Address String False False False

The first line of the address.

WebAddr_URI String False False False

The website address.

DefaultTaxCodeRef String False

TaxCodes.Id

False False

The tax code for the customer.

Taxable Boolean False False False

This field indicates whether this customer is taxable.

CustomerTypeRef String False

CustomerTypes.Id

False False

The Id of the type of this customer.

BillAddr_Id String True False False

The Id of the entity for the billing address, mainly used for modifying the address. This value is assigned by the data service.

BillAddr_Line1 String False False False

The first line of the address.

BillAddr_Line2 String False False False

The second line of the address.

BillAddr_Line3 String False False False

The third line of the address.

BillAddr_Line4 String False False False

The fourth line of the address.

BillAddr_Line5 String False False False

The fifth line of the address.

BillAddr_City String False False False

The city name.

BillAddr_Country String False False False

The country name.

BillAddr_CountrySubDivisionCode String False False False

The country region. The state name for the USA or the province name for Canada.

BillAddr_PostalCode String False False False

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

BillAddr_Lat String True False False

The latitude coordinate of the geocoded billing address.

BillAddr_Long String True False False

The longitude coordinate of the geocoded billing address.

ShipAddr_Id String True 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 address.

ShipAddr_Line2 String False False False

Second line of the address.

ShipAddr_Line3 String False False False

Third line of the address.

ShipAddr_Line4 String False False False

Fourth line of the address.

ShipAddr_Line5 String False False False

Fifth line of the address.

ShipAddr_City String False False False

City name.

ShipAddr_Country String False False False

Country name.

ShipAddr_CountrySubDivisionCode String False False False

Region within a country. For example, 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 True False False

The latitude coordinate of the geocoded shipping address.

ShipAddr_Long String True False False

The longitude coordinate of the geocoded shipping address.

Notes String False False False

Notes on the customer.

Job Boolean False True False

This field indicates whether the customer is a job or subcustomer. If false or null, this is a top-level customer.

BillWithParent Boolean False False False

This field sets whether the customer is to be billed together with its parent entity. This field is valid only if this entity is a job or subcustomer.

ParentRef String False

Customers.Id

False False

The immediate parent of the subcustomer or job in the hierarchical 'Customer:Job' list. This field is required for the create operation if the customer is a subcustomer or a job.

ParentRef_Name String True

Customers.DisplayName

False False

The name of the immediate parent of the subcustomer or job in the hierarchical 'Customer:Job' list.

Level Integer True False False

This field shows the level of the hierarchy the customer record is located in. A value of 0 specifies the top level of the hierarchy. The hierarchy is implicit when the parent is specified in an insert command.

SalesTermRef String False

Terms.Id

False False

The Id of the sales term associated with the customer.

SalesTermRef_Name String True

Terms.Name

False False

The name of the sales term associated with the customer.

PaymentMethodRef String False

PaymentMethods.Id

False False

The Id of the payment method associated with the customer.

PaymentMethodRef_Name String True

PaymentMethods.Name

False False

The name of the payment method associated with the customer.

Balance Decimal False True True

The open balance amount or the amount unpaid by the customer. For the create operation, this represents the opening balance for the customer. When returned in response to the query request it represents the current open balance for that customer.

OpenBalanceDate Date False False False

The date of the open balance. This field is used in the create operation.

BalanceWithJobs Decimal True False False

The cumulative open balance amount for the customer and all its subcustomers.

PreferredDeliveryMethod String False False False

The preferred delivery method.

The allowed values are Print, Email, None.

ResaleNum String False False False

The resale number or additional info about the customer.

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.

TaxExemptionReasonId Integer False True False

The tax exemption reason associated with this customer object.

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Build 24.0.9060