EstimateLineItems
Contains line-item details for customer estimates or quotes, including products, services, quantities, prices, and tax information for potential sales.
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 following shows an example of inserting multiple Estimates, each with a single line. To insert an Estimate with multiple lines, see the example on the Estimates table.
INSERT INTO EstimateLineItems#TEMP (CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount) VALUES ('4', 'SalesItemLineDetail', '2', 0.01)
INSERT INTO EstimateLineItems#TEMP (CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount) VALUES ('4', 'SalesItemLineDetail', '3', 0.02)
INSERT INTO EstimateLineItems (CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount) SELECT CustomerRef, Line_DetailType, Line_SalesItemLineDetail_ItemRef, Line_Amount FROM EstimateLineItems#TEMP
Columns
| Name | Type | ReadOnly | References | Filterable | Sortable | Description |
| LineId [KEY] | String | True | False | False |
Specifies the unique identifier (Id) of the line item in the estimate. | |
| EstimateId [KEY] | String | False |
Estimates.Id | True | True |
Specifies the unique Id of the estimate. |
| SyncToken | String | True | False | False |
Specifies the version number that is used to lock the estimate line-item object for use by one application at a time. When an application modifies an object, its sync token is incremented. Attempts to modify an object with an older sync token fail. | |
| MetaData_CreateTime | Datetime | True | True | True |
Specifies the date and time when the estimate line-item record was created in the source domain. | |
| MetaData_LastUpdatedTime | Datetime | True | True | True |
Specifies the date and time when the estimate line-item record was last updated in the source domain. | |
| CustomFieldAggregate | String | False | False | False |
Specifies an XML aggregate of custom field information for the estimate line item. | |
| DocNumber | String | False | True | True |
Specifies the reference number for the estimate transaction. | |
| TxnDate | Date | False | True | True |
Specifies the date entered by the user when the estimate transaction occurred. | |
| DepartmentRef | String | False |
Departments.Id | False | False |
Specifies the unique Id of the department that stores the location of the estimate transaction as defined using location tracking in QuickBooks Online. |
| DepartmentRef_Name | String | True |
Departments.Name | False | False |
Specifies the name of the department that stores the location of the estimate transaction as defined using location tracking in QuickBooks Online. |
| PrivateNote | String | False | False | False |
Specifies a private note that does not appear on the estimate transaction records. | |
| TxnStatus | String | False | False | False |
Specifies the status of the estimate transaction. The allowed values are Accepted, Closed, Pending, Rejected. | |
| LinkedTxnAggregate | String | False | False | False |
Specifies an XML aggregate of transactions that are linked to the estimate. | |
| Line_Id | String | False | False | False |
Specifies the unique Id of the individual line item in the estimate. | |
| Line_LineNum | String | False | False | False |
Specifies the line number of the individual line item in the estimate. | |
| Line_Description | String | False | False | False |
Specifies the description of the individual line item in the estimate. | |
| Line_Amount | Decimal | False | False | False |
Specifies the amount of the individual line item in the estimate. | |
| Line_DetailType | String | False | False | False |
Specifies the detail type of the individual line item. Different detail types indicate different types of line items. | |
| Line_SalesItemLineDetail_ItemRef | String | False |
Items.Id | False | False |
Specifies the unique Id of the item that is used in the estimate line item. |
| Line_SalesItemLineDetail_ItemRef_Name | String | True |
Items.Name | False | False |
Specifies the name of the item that is used in the estimate line item. |
| Line_SalesItemLineDetail_ClassRef | String | False |
Class.Id | False | False |
Specifies the unique Id of the class that is used in the estimate line item. |
| Line_SalesItemLineDetail_ClassRef_Name | String | True |
Class.FullyQualifiedName | False | False |
Specifies the name of the class that is used in the estimate line item. |
| Line_SalesItemLineDetail_UnitPrice | Decimal | False | False | False |
Specifies the unit price of the item that is used in the estimate line item. | |
| Line_SalesItemLineDetail_Qty | Double | False | False | False |
Specifies the number of items for the estimate line item. | |
| Line_SalesItemLineDetail_TaxCodeRef | String | False |
TaxCodes.Id | False | False |
Specifies the tax code for the item that is used in the estimate line item. |
| Line_SalesItemLineDetail_ServiceDate | Date | False | False | False |
Specifies the service date for the item that is used in the estimate line item. | |
| Line_SalesItemLineDetail_DiscountAmt | Decimal | False | False | False |
Specifies the discount amount that is applied to the estimate line item. | |
| Line_SalesItemLineDetail_DiscountRate | Decimal | False | False | False |
Specifies the discount rate that is applied to the estimate line item. | |
| Line_GroupLineDetail_GroupItemRef | String | True | False | False |
Specifies the unique Id of the group item object that is used in the estimate line item. | |
| Line_GroupLineDetail_GroupItemRef_Name | String | True | False | False |
Specifies the name of the group item object that is used in the estimate line item. | |
| Line_GroupLineDetail_Quantity | Integer | True | False | False |
Specifies the quantity of the group item in the estimate line item. | |
| TxnTaxDetail_TxnTaxCodeRef | String | False |
TaxCodes.Id | False | False |
Specifies the tax code for the estimate transaction. |
| TxnTaxDetail_TotalTax | String | False | False | False |
Specifies the total tax calculated for the estimate transaction, excluding any tax lines manually inserted into the transaction line list. | |
| TxnTaxDetail_TaxLineAggregate | String | False | False | False |
Specifies an XML aggregate of tax line items that are associated with the estimate transaction. | |
| CustomerRef | String | False |
Customers.Id | True | False |
Specifies the unique Id of the customer for the estimate transaction. |
| CustomerRef_Name | String | True |
Customers.DisplayName | False | False |
Specifies the name of the customer for the estimate transaction. |
| CustomerMemo | String | False | False | False |
Specifies the message to the customer that appears in the invoice and the printed invoice for the estimate transaction. | |
| BillAddr_Id | String | False | False | False |
Specifies the unique Id of the entity for the billing address, mainly used for modifying the address. | |
| BillAddr_Line1 | String | False | False | False |
Specifies the first line of the billing address. | |
| BillAddr_Line2 | String | False | False | False |
Specifies the second line of the billing address. | |
| BillAddr_Line3 | String | False | False | False |
Specifies the third line of the billing address. | |
| BillAddr_Line4 | String | False | False | False |
Specifies the fourth line of the billing address. | |
| BillAddr_Line5 | String | False | False | False |
Specifies the fifth line of the billing address. | |
| BillAddr_City | String | False | False | False |
Specifies the city name of the billing address. | |
| BillAddr_Country | String | False | False | False |
Specifies the country name of the billing address. | |
| BillAddr_CountrySubDivisionCode | String | False | False | False |
Specifies the region within the country of the billing address. This field represents the state name for the USA or the province name for Canada. | |
| BillAddr_PostalCode | String | False | False | False |
Specifies the postal code of the billing address. This field represents the ZIP code for the USA and the postal code for Canada. | |
| BillAddr_Lat | String | False | False | False |
Specifies the latitude coordinate of the geocoded billing address. | |
| BillAddr_Long | String | False | False | False |
Specifies the longitude coordinate of the geocoded billing address. | |
| ShipAddr_Id | String | False | False | False |
Specifies the unique Id of the entity for the shipping address, mainly used for modifying the address. | |
| ShipAddr_Line1 | String | False | False | False |
Specifies the first line of the shipping address. | |
| ShipAddr_Line2 | String | False | False | False |
Specifies the second line of the shipping address. | |
| ShipAddr_Line3 | String | False | False | False |
Specifies the third line of the shipping address. | |
| ShipAddr_Line4 | String | False | False | False |
Specifies the fourth line of the shipping address. | |
| ShipAddr_Line5 | String | False | False | False |
Specifies the fifth line of the shipping address. | |
| ShipAddr_City | String | False | False | False |
Specifies the city name of the shipping address. | |
| ShipAddr_Country | String | False | False | False |
Specifies the country name of the shipping address. | |
| ShipAddr_CountrySubDivisionCode | String | False | False | False |
Specifies the region within the country of the shipping address. This field represents the state name for the USA or the province name for Canada. | |
| ShipAddr_PostalCode | String | False | False | False |
Specifies the postal code of the shipping address. This field represents the ZIP code for the USA and the postal code for Canada. | |
| ShipAddr_Lat | String | False | False | False |
Specifies the latitude coordinate of the geocoded shipping address. | |
| ShipAddr_Long | String | False | False | False |
Specifies the longitude coordinate of the geocoded shipping address. | |
| ClassRef | String | False |
Class.Id | True | False |
Specifies the unique Id of the class that is associated with the estimate transaction. |
| ClassRef_Name | String | True |
Class.FullyQualifiedName | False | False |
Specifies the name of the class that is associated with the estimate transaction. |
| SalesTermRef | String | False |
Terms.Id | False | False |
Specifies the unique Id of the sales term that is associated with the estimate transaction. |
| SalesTermRef_Name | String | True |
Terms.Name | False | False |
Specifies the name of the sales term that is associated with the estimate transaction. |
| DueDate | Date | False | True | False |
Specifies the due date for the estimate transaction, 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 |
Specifies the unique Id of the shipping method that is associated with the estimate transaction. | |
| ShipMethodRef_Name | String | True | False | False |
Specifies the name of the shipping method that is associated with the estimate transaction. | |
| ShipDate | Date | False | False | False |
Specifies the date for the delivery of goods or services related to the estimate transaction. | |
| TrackingNum | String | False | False | False |
Specifies the tracking number from the shipping provider for the delivery of goods associated with the estimate transaction. | |
| TotalAmt | Decimal | True | True | True |
Specifies the total amount of the estimate transaction, including all charges, allowances, and taxes. | |
| PrintStatus | String | False | False | False |
Specifies the print status of the estimate transaction. The allowed values are NotSet, NeedToPrint, PrintComplete. The default value is NotSet. | |
| EmailStatus | String | False | False | False |
Specifies the email status of the estimate transaction. The allowed values are NotSet, NeedToSend, EmailSent. The default value is NotSet. | |
| BillEmail_Address | String | False | False | False |
Specifies the email address where the estimate transaction is sent. If the value of EmailStatus is NeedToSend, this field is required. | |
| ExpirationDate | Date | False | False | False |
Specifies the date when the estimate becomes invalid. | |
| AcceptedBy | String | False | False | False |
Specifies the name of the customer who accepted the estimate. | |
| AcceptedDate | Date | False | False | False |
Specifies the date when the estimate was accepted. | |
| ApplyTaxAfterDiscount | Boolean | False | False | False |
Indicates whether any discounts are applied before taxes are calculated for the estimate transaction. | |
| CurrencyRef | String | False | False | False |
Specifies the unique Id of the currency used in the estimate transaction. | |
| CurrencyRef_Name | String | True | False | False |
Specifies the name of the currency used in the estimate transaction. | |
| ExchangeRate | Decimal | False | False | False |
Specifies the currency exchange rate. This field is valid only if 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 for the UK, AU, and CA editions. | |
| GlobalTaxCalculation | String | False | False | False |
Specifies the method that is 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 |
Specifies the total amount of the estimate transaction expressed in the home currency. This total includes all charges, allowances, and taxes. This field is valid in the UK, AU, and CA editions. |