CData Python Connector for QuickBooks Online

Build 25.0.9440

RecurringEstimateTransactions

Maintains recurring estimate templates, automating the generation of customer quotes on a set schedule for recurring sales opportunities.

Table Specific Information

We can perform Select and Insert operations on RecurringEstimateTransactions table.

Select

Estimate_Id, Estimate_MetaData_CreateTime, Estimate_MetaData_LastUpdatedTime can be used for server side filter. The driver processes other filters client-side within the driver. 

SELECT * FROM RecurringEstimateTransactions WHERE Estimate_Id = 25529
SELECT * FROM RecurringEstimateTransactions WHERE Estimate_Id IN (25528, 25531, 25530)
SELECT * FROM RecurringEstimateTransactions WHERE Estimate_MetaData_CreateTime = '2020-03-19 19:49:51.0'
SELECT * FROM RecurringEstimateTransactions WHERE Estimate_MetaData_LastUpdatedTime = '2021-01-03 14:46:13'

Insert

To add a RecurringEstimateTransactions following fields needs to be added:

  • A RecurringEstimateTransactions object must have at least one line that describes an item.
  • A RecurringEstimateTransactions object must have a RecurringInfo.

INSERT INTO RecurringEstimateTransactions (Estimate_Id, Estimate_CustomerRef, Estimate_RecurringInfo_Name, Estimate_RecurringInfo_RecurType, Estimate_RecurringInfo_Active, Estimate_RecurringInfo_ScheduleInfo_IntervalType, Estimate_RecurringInfo_ScheduleInfo_NumInterval, Estimate_RecurringInfo_ScheduleInfo_DayOfWeek, Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth, Estimate_RecurringInfo_ScheduleInfo_StartDate, Estimate_RecurringInfo_ScheduleInfo_NextDate, Estimate_RecurringInfo_ScheduleInfo_PreviousDate, Estimate_LineAggregate) VALUES (49, 2, 'TestingA11', 'Reminded', false,  'Weekly', 2,  'Tuesday', 3, '2021-12-08', '2021-12-15', '2021-09-01', '<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
Estimate_Id [KEY] String True True True

The unique identifier (Id) of the estimate that is part of the recurring estimate transaction.

Estimate_SyncToken String True False False

The version number of the object that is used to lock the estimate for use by one application at a time. As soon as an application modifies an object, its sync token is incremented. Attempts to modify an object specifying an older sync token fail. Only the latest version of the object is maintained by QuickBooks Online.

Estimate_MetaData_CreateTime Datetime True True True

The date and time when the recurring estimate record was created in QuickBooks Online.

Estimate_MetaData_LastUpdatedTime Datetime True True True

The date and time when the recurring estimate record was last updated in QuickBooks Online.

Estimate_DocNumber String False True True

The reference number that is assigned to the recurring estimate transaction.

Estimate_TxnDate Date False True True

The date that is entered by the user when this recurring estimate transaction occurred.

Estimate_DepartmentRef String False

Departments.Id

False False

The unique Id of the department or location that is associated with the recurring estimate transaction as defined using location tracking in QuickBooks Online.

Estimate_DepartmentRef_Name String True

Departments.Name

False False

The name of the department or location that is associated with the recurring estimate transaction as defined using location tracking in QuickBooks Online.

Estimate_PrivateNote String False False False

A private note for the recurring estimate transaction that does not appear on the transaction records.

Estimate_TxnStatus String False False False

The status of the recurring estimate transaction. Depending on the transaction type, this field can have different values.

使用できる値は次のとおりです。Accepted, Closed, Pending, Rejected

Estimate_LinkedTxnAggregate String False False False

An XML aggregate of zero or more linked transactions that are associated with the recurring estimate.

Estimate_LineAggregate String False False False

An XML aggregate of all line items that are included in the recurring estimate transaction.

Estimate_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The unique Id of the tax code that is applied to the recurring estimate transaction.

Estimate_TxnTaxDetail_TotalTax String False False False

The total tax amount calculated for the recurring estimate transaction, excluding any tax lines that are manually inserted into the transaction line list.

Estimate_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of all tax line items that are associated with the recurring estimate transaction.

Estimate_RecurDataRef String False False False

The unique Id of the recurrence data reference that identifies the recurring estimate template or schedule.

Estimate_RecurDataRef_Name String True False False

The name of the recurrence data reference that identifies the recurring estimate template or schedule.

Estimate_RecurringInfo_Name String False False False

The descriptive name of the recurring estimate schedule or template.

Estimate_RecurringInfo_RecurType String False False False

The recurring type of the estimate schedule, such as scheduled, reminder, or unscheduled.

使用できる値は次のとおりです。Automated, Reminded, UnScheduled

Estimate_RecurringInfo_Active Boolean False False False

Indicates whether the recurring estimate schedule is active or inactive.

Estimate_RecurringInfo_ScheduleInfo_IntervalType String False False False

The interval type of the recurring estimate schedule that defines how often the estimate recurs (for example, weekly, monthly, or yearly).

使用できる値は次のとおりです。Yearly, Monthly, Weekly, Daily

Estimate_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The number of intervals for the recurring estimate schedule. This value determines how frequently the estimate recurs based on the interval type.

Estimate_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The day of the week on which the recurring estimate is scheduled to occur when the interval type is weekly.

Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The week of the month in which the recurring estimate is scheduled to occur when the interval type is monthly.

Estimate_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The maximum number of occurrences that are allowed for the recurring estimate schedule.

Estimate_RecurringInfo_ScheduleInfo_RemindDays String False False False

The number of days before the start date in which a reminder for the recurring estimate should be sent.

Estimate_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year in which the recurring estimate is scheduled to occur when the interval type is yearly.

Estimate_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The number of days before the scheduled date on which the recurring estimate is processed or triggered.

Estimate_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month on which the recurring estimate is scheduled to occur.

Estimate_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The start date of the recurring estimate schedule that is associated with the recurrence template.

Estimate_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The next scheduled date for the recurring estimate to occur.

Estimate_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date of the recurring estimate schedule when no further occurrences are generated.

Estimate_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The previous scheduled date on which the recurring estimate occurred.

Estimate_CustomerRef String False

Customers.Id

True False

The unique Id of the customer that is associated with the recurring estimate transaction.

Estimate_CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer that is associated with the recurring estimate transaction.

Estimate_CustomerMemo String False False False

The message to the customer that appears in the estimate and on the printed estimate. This field can be used to communicate additional information about the estimate.

Estimate_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.

Estimate_BillAddr_Line1 String False False False

The first line of the billing address that is associated with the recurring estimate.

Estimate_BillAddr_Line2 String False False False

The second line of the billing address that is associated with the recurring estimate.

Estimate_BillAddr_Line3 String False False False

The third line of the billing address that is associated with the recurring estimate.

Estimate_BillAddr_Line4 String False False False

The fourth line of the billing address that is associated with the recurring estimate.

Estimate_BillAddr_Line5 String False False False

The fifth line of the billing address that is associated with the recurring estimate.

Estimate_BillAddr_City String False False False

The city name of the billing address.

Estimate_BillAddr_Country String False False False

The country name of the billing address.

Estimate_BillAddr_CountrySubDivisionCode String False False False

The region within the country for the billing address. For example, this value is the state name for the USA or the province name for Canada.

Estimate_BillAddr_PostalCode String False False False

The postal code of the billing address. For example, this value is the ZIP code for the USA and the postal code for Canada.

Estimate_BillAddr_Note String False False False

A note for the customer that is included with the billing address.

Estimate_BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

Estimate_BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

Estimate_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.

Estimate_ShipAddr_Line1 String False False False

The first line of the shipping address that is associated with the recurring estimate.

Estimate_ShipAddr_Line2 String False False False

The second line of the shipping address that is associated with the recurring estimate.

Estimate_ShipAddr_Line3 String False False False

The third line of the shipping address that is associated with the recurring estimate.

Estimate_ShipAddr_Line4 String False False False

The fourth line of the shipping address that is associated with the recurring estimate.

Estimate_ShipAddr_Line5 String False False False

The fifth line of the shipping address that is associated with the recurring estimate.

Estimate_ShipAddr_City String False False False

The city name of the shipping address.

Estimate_ShipAddr_Country String False False False

The country name of the shipping address.

Estimate_ShipAddr_CountrySubDivisionCode String False False False

The region within the country for the shipping address. For example, this value is the state name for the USA or the province name for Canada.

Estimate_ShipAddr_PostalCode String False False False

The postal code of the shipping address. For example, this value is the ZIP code for the USA and the postal code for Canada.

Estimate_ShipAddr_Note String False False False

A note for the customer that is included with the shipping address.

Estimate_ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

Estimate_ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

Estimate_ClassRef String False

Class.Id

True False

The Id of the class that is associated with the recurring estimate transaction.

Estimate_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class associated with the recurring estimate transaction.

Estimate_SalesTermRef String False

Terms.Id

False False

The Id of the sales terms that is associated with the recurring estimate transaction.

Estimate_SalesTermRef_Name String True

Terms.Name

False False

The name of the sales terms that is associated with the recurring estimate transaction.

Estimate_DueDate Date False True False

The due date for the estimate. This date excludes any early-payment discount incentives or late-payment penalties. If the date is not supplied, the current date on the server is used.

Estimate_ShipMethodRef String False False False

The Id of the shipping method that is associated with the recurring estimate transaction.

Estimate_ShipMethodRef_Name String True False False

The name of the shipping method that is associated with the recurring estimate transaction.

Estimate_ShipDate Date False False False

The date when the goods or services in the estimate are scheduled for delivery.

Estimate_TrackingNum String False False False

The tracking number from the shipping provider for the delivery of the goods or services associated with the recurring estimate transaction.

Estimate_TotalAmt Decimal True True True

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

Estimate_PrintStatus String False False False

The print status of the estimate.

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。

Estimate_EmailStatus String False False False

The email status of the estimate.

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。

Estimate_BillEmail_Address String False False False

The email address where the estimate is sent. If the value of the EmailStatus attribute is NeedToSend, the billing email address is required.

Estimate_Balance Decimal False True True

Indicates whether the transaction is a finance charge or displays the outstanding balance of the estimate.

Estimate_ExpirationDate Date False False False

The date when the estimate becomes invalid and can no longer be accepted.

Estimate_AcceptedBy String False False False

The name of the customer who accepted the estimate.

Estimate_AcceptedDate Date False False False

The date on which the estimate was accepted by the customer.

Estimate_ApplyTaxAfterDiscount Boolean False False False

This field sets whether discounts are applied before or after taxes are calculated on the estimate.

Estimate_CurrencyRef String False False False

The Id of the currency used in the recurring estimate transaction.

Estimate_CurrencyRef_Name String True False False

The name of the currency used in the recurring estimate transaction.

Estimate_ExchangeRate Decimal False False False

The currency exchange rate. This field is valid only when 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 in the UK, AU, and CA editions.

Estimate_GlobalTaxCalculation String False False False

The method used to apply taxes to the recurring estimate transaction. 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

Estimate_HomeTotalAmt Decimal True False False

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

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9440