Accounts
Holds the chart of accounts in QuickBooks Online, enabling the creation, modification, deletion, and retrieval of financial account records that are used for categorizing transactions and reporting.
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 unique identifier (Id) that is assigned to the account within QuickBooks Online. This value is required when you reference or update the account through the API. | |
| SyncToken | String | True | False | False |
The version control token for the account record. This token increments each time the account is modified, ensuring that only the most current version of the account can be updated and preventing conflicting changes from multiple applications. | |
| MetaData_CreateTime | Datetime | True | True | True |
The date and time when the account record was originally created in QuickBooks Online, reflecting the system's creation timestamp. | |
| MetaData_LastUpdatedTime | Datetime | True | True | True |
The date and time when the account record was most recently updated, allowing you to track modifications over time. | |
| Name | String | False | True | True |
The user-defined name of the account as it appears in the chart of accounts. This name must be unique and is required when you create a new account. | |
| SubAccount | Boolean | False | True | True |
Indicates whether the account is a subaccount of another account (true) or a top-level account (false or null). This field affects how balances roll up in reporting. | |
| ParentRef | String | False |
Accounts.Id | True | True |
The unique Id of the parent account when this account is designated as a subaccount, used to build hierarchical account structures. |
| ParentRef_Name | String | True |
Accounts.Name | False | False |
The name of the parent account when this account is a subaccount, helping users recognize the parent–child relationship. |
| FullyQualifiedName | String | True | False | False |
The complete hierarchical path of the account starting from the topmost parent down to this account, with each level separated by colons (for example, Parent:Account1:SubAccount1:SubAccount2). | |
| Description | String | False | True | True |
A detailed explanation of the account's purpose or usage, including notes about the types of transactions or journal entries that should be posted to it. | |
| Active | Boolean | False | True | False |
Indicates whether the account is currently active (true) or inactive (false). Inactive accounts cannot be posted to and are hidden from searches, although historical references remain. | |
| Classification | String | False | True | False |
The high-level classification of the account (such as Asset, Liability, Equity, Income, or Expense) that is used for reporting and grouping purposes. The allowed values are Asset, Equity, Expense, Liability, Revenue. | |
| AccountType | String | False | True | False |
The account type or subclassification within the classification that determines how the account is used and displayed on financial reports. The allowed values are Bank, Other Current Asset, Fixed Asset, Other Asset, Accounts Receivable, Equity, Expense, Other Expense, Cost of Goods Sold, Accounts Payable, Credit Card, Long Term Liability, Other Current Liability, Income, Other Income. | |
| AccountSubType | String | False | False | False |
The specific subtype of the account that provides an additional layer of categorization under the account type. The allowed values are CashOnHand, Checking, MoneyMarket, RentsHeldInTrust, Savings, TrustAccounts, AllowanceForBadDebts, DevelopmentCosts, EmployeeCashAdvances, OtherCurrentAssets, Inventory, Investment_MortgageRealEstateLoans, Investment_Other, Investment_TaxExemptSecurities, Investment_USGovernmentObligations, LoansToOfficers, LoansToOthers, LoansToStockholders, PrepaidExpenses, Retainage, UndepositedFunds, AccumulatedDepletion, AccumulatedDepreciation, DepletableAssets, FixedAssetComputers, FixedAssetCopiers, FixedAssetFurniture, FixedAssetPhone, FixedAssetPhotoVideo, FixedAssetSoftware, FixedAssetOtherToolsEquipment, FurnitureAndFixtures, Land, LeaseholdImprovements, OtherFixedAssets, AccumulatedAmortization, Buildings, IntangibleAssets, MachineryAndEquipment, Vehicles, LeaseBuyout, OtherLongTermAssets, SecurityDeposits, AccumulatedAmortizationOfOtherAssets, Goodwill, Licenses, OrganizationalCosts, AccountsReceivable, OpeningBalanceEquity, PartnersEquity, RetainedEarnings, AccumulatedAdjustment, OwnersEquity, PaidInCapitalOrSurplus, PartnerContributions, PartnerDistributions, PreferredStock, CommonStock, TreasuryStock, EstimatedTaxes, Healthcare, PersonalIncome, PersonalExpense, AdvertisingPromotional, BadDebts, BankCharges, CharitableContributions, CommissionsAndFees, Entertainment, EntertainmentMeals, EquipmentRental, FinanceCosts, GlobalTaxExpense, Insurance, InterestPaid, LegalProfessionalFees, OfficeExpenses, OfficeGeneralAdministrativeExpenses, OtherBusinessExpenses, OtherMiscellaneousServiceCost, PromotionalMeals, RentOrLeaseOfBuildings, RepairMaintenance, ShippingFreightDelivery, SuppliesMaterials, Travel, TravelMeals, Utilities, Auto, CostOfLabor, DuesSubscriptions, PayrollExpenses, TaxesPaid, UnappliedCashBillPaymentExpense, Depreciation, ExchangeGainOrLoss, OtherMiscellaneousExpense, PenaltiesSettlements, Amortization, GasAndFuel, HomeOffice, HomeOwnerRentalInsurance, OtherHomeOfficeExpenses, MortgageInterest, RentAndLease, RepairsAndMaintenance, ParkingAndTolls, Vehicle, VehicleInsurance, VehicleLease, VehicleLoanInterest, VehicleLoan, VehicleRegistration, VehicleRepairs, OtherVehicleExpenses, Utilities, WashAndRoadServices, EquipmentRentalCos, OtherCostsOfServiceCos, ShippingFreightDeliveryCos, SuppliesMaterialsCogs, CostOfLaborCos, AccountsPayable, CreditCard, NotesPayable, OtherLongTermLiabilities, ShareholderNotesPayable, DirectDepositPayable, LineOfCredit, LoanPayable, GlobalTaxPayable, GlobalTaxSuspense, OtherCurrentLiabilities, PayrollClearing, PayrollTaxPayable, PrepaidExpensesPayable, RentsInTrustLiability, TrustAccountsLiabilities, FederalIncomeTaxPayable, InsurancePayable, SalesTaxPayable, StateLocalIncomeTaxPayable, NonProfitIncome, OtherPrimaryIncome, SalesOfProductIncome, ServiceFeeIncome, DiscountsRefundsGiven, UnappliedCashPaymentIncome, DividendIncome, InterestEarned, OtherInvestmentIncome, OtherMiscellaneousIncome, TaxExemptInterest, PayrollWageExpenses, PayrollTaxExpenses, CashAndCashEquivalents, OtherEarMarkedBankAccounts, AssetsAvailableForSale, BalWithGovtAuthorities, CalledUpShareCapitalNotPaid, ExpenditureAuthorisationsAndLettersOfCredit, GlobalTaxDeferred, GlobalTaxRefund, InternalTransfers, OtherConsumables, ProvisionsCurrentAssets, ShortTermInvestmentsInRelatedParties, ShortTermLoansAndAdvancesToRelatedParties, TradeAndOtherReceivables, AssetsInCourseOfConstruction, CapitalWip, CumulativeDepreciationOnIntangibleAssets, IntangibleAssetsUnderDevelopment, LandAsset, NonCurrentAssets, ParticipatingInterests, ProvisionsFixedAssets, AssetsHeldForSale, AvailableForSaleFinancialAssets, DeferredTax, Investments, LongTermInvestments, LongTermLoansAndAdvancesToRelatedParties, OtherIntangibleAssets, OtherLongTermInvestments, OtherLongTermLoansAndAdvances, PrepaymentsAndAccruedIncome, ProvisionsNonCurrentAssets, AccumulatedOtherComprehensiveIncome, CalledUpShareCapital, CapitalReserves, DividendDisbursed, EquityInEarningsOfSubsiduaries, InvestmentGrants, MoneyReceivedAgainstShareWarrants, OtherFreeReserves, ShareApplicationMoneyPendingAllotment, ShareCapital, Funds, AmortizationExpense, AppropriationsToDepreciation, BorrowingCost, CommissionsAndFees, DistributionCosts, ExternalServices, ExtraordinaryCharges, IncomeTaxExpense, LossOnDiscontinuedOperationsNetOfTax, ManagementCompensation, OtherCurrentOperatingCharges, OtherExternalServices, OtherRentalCosts, OtherSellingExpenses, ProjectStudiesSurveysAssessments, PurchasesRebates, ShippingAndDeliveryExpense, StaffCosts, Sundry, TravelExpensesGeneralAndAdminExpenses, TravelExpensesSellingExpense, DeferredTaxExpense, Depletion, ExceptionalItems, ExtraordinaryItems, IncomeTaxOtherExpense, MatCredit, PriorPeriodItems, TaxRoundoffGainOrLoss, CostOfSales, FreightAndDeliveryCost, OutstandingDuesMicroSmallEnterprise, OutstandingDuesOtherThanMicroSmallEnterprise, AccrualsAndDeferredIncome, AccruedLongLermLiabilities, AccruedVacationPayable, BankLoans, DebtsRelatedToParticipatingInterests, DeferredTaxLiabilities, GovernmentAndOtherPublicAuthorities, GroupAndAssociates, LiabilitiesRelatedToAssetsHeldForSale, LongTermBorrowings, LongTermDebit, LongTermEmployeeBenefitObligations, ObligationsUnderFinanceLeases, OtherLongTermProvisions, ProvisionForLiabilities, ProvisionsNonCurrentLiabilities, StaffAndRelatedLongTermLiabilityAccounts, AccruedLiabilities, CurrentLiabilities, CurrentPortionEmployeeBenefitsObligations, CurrentPortionOfObligationsUnderFinanceLeases, CurrentTaxLiability, DividendsPayable, DutiesAndTaxes, InterestPayables, ProvisionForWarrantyObligations, ProvisionsCurrentLiabilities, ShortTermBorrowings, SocialSecurityAgencies, StaffAndRelatedLiabilityAccounts, SundryDebtorsAndCreditors, TradeAndOtherPayables, CashReceiptIncome, OperatingGrants, OtherCurrentOperatingIncome, OwnWorkCapitalized, RevenueGeneral, SalesRetail, SalesWholesale, SavingsByTaxScheme, GainLossOnSaleOfFixedAssets, GainLossOnSaleOfInvestments, LossOnDisposalOfAssets, OtherOperatingIncome, UnrealisedLossOnSecuritiesNetOfTax. | |
| AcctNum | String | False | False | False |
A user-assigned account number that uniquely identifies the account within the chart of accounts, often aligned with internal accounting policies or reporting requirements. | |
| CurrentBalance | Decimal | True | True | True |
The current monetary balance of the account. This field is available only for balance sheet accounts where a running total is maintained. | |
| CurrentBalanceWithSubAccounts | Decimal | True | False | False |
The combined current balance of the account plus all of its subaccounts, reflecting the full roll-up total in reporting. | |
| CurrencyRef | String | False | False | False |
The unique identifier of the currency in which the account is denominated, used for multicurrency transactions and reporting. | |
| CurrencyRef_Name | String | True | False | False |
The descriptive name of the currency in which the account is denominated, such as US Dollar or Euro. | |
| TaxCodeRef | String | False |
TaxCodes.Id | False | False |
The unique Id of the tax code that is associated with the account. This Id links to the TaxCodes view for more details about applicable taxes (available in International versions of QuickBooks Online). |