Stored Procedures
Stored procedures are function-like interfaces that extend the functionality of the driver beyond simple SELECT/INSERT/UPDATE/DELETE operations with QuickBooks Online.
Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from QuickBooks Online, along with an indication of whether the procedure succeeded or failed.
CData ODBC Driver for QuickBooks Online Stored Procedures
| Name | Description |
| CreateAccountListReport | Generates an Account List report schema file, allowing you to extract the structure of your QuickBooks chart of accounts for integration or analysis. |
| CreateAPAgingDetailReport | Generates an Accounts Payable Aging Detail report schema file, providing detailed insight into unpaid vendor balances and their aging by date. |
| CreateAPAgingSummaryReport | Generates an Accounts Payable Aging Summary report schema file, summarizing outstanding vendor obligations grouped by aging periods. |
| CreateARAgingDetailReport | Generates an Accounts Receivable Aging Detail report schema file, providing customer-level detail of unpaid invoices and their aging. |
| CreateARAgingSummaryReport | Generates an Accounts Receivable Aging Summary report schema file, summarizing outstanding customer balances grouped by aging periods. |
| CreateBalanceSheetDetailReport | Generates a Balance Sheet Detail report schema file, exposing account-level detail for assets, liabilities, and equity as of a specific date. |
| CreateBalanceSheetSummaryReport | Generates a Balance Sheet Summary report schema file, providing a high-level view of assets, liabilities, and equity for a specified date range. |
| CreateCustomerBalanceDetailReport | Generates a Customer Balance Detail report schema file, listing each customer's outstanding invoices, payments, and credits with running balances. |
| CreateCustomerBalanceReport | Generates a Customer Balance Summary report schema file, showing total balances that are owed by each customer without transaction-level detail. |
| CreateCustomerIncomeReport | Generates a Customer Income report schema file, summarizing revenue earned from each customer over a selected period. |
| CreateCustomerSalesReport | Generates a Sales by Customer Summary report schema file, providing sales totals that are grouped by customer. |
| CreateExpensesByVendorReport | Generates an Expenses by Vendor report schema file, detailing total spend by vendor for a given time frame. |
| CreateGeneralLedgerDetailReport | Generates a General Ledger Detail report schema file, listing all posted transactions across accounts with debits and credits for reconciliation. |
| CreateInventoryValuationDetailReport | Generates an Inventory Valuation Detail report schema file, showing item-by-item inventory quantities, values, and cost basis. |
| CreateInventoryValuationSummaryReport | Generates an Inventory Valuation Summary report schema file, summarizing total inventory asset value by item or category. |
| CreateJournalReport | Generates a Journal report schema file, presenting transactions in journal format with debits and credits by account. |
| CreateProfitAndLossDetailReport | Generates a Profit and Loss Detail report schema file, listing individual income and expense transactions to support profit and loss analysis. |
| CreateProfitAndLossSummaryReport | Generates a Profit and Loss Summary report schema file, summarizing revenues, costs, and expenses over a specified period. |
| CreateReportSchema | Creates a custom report schema that is based on specified parameters, allowing flexible retrieval of QuickBooks Online report data. |
| CreateSalesByClassReport | Generates a Sales by Class report schema file, breaking down sales totals by QuickBooks class for segmented reporting. |
| CreateSalesByDepartmentReport | Generates a Sales by Department report schema file, summarizing sales amounts that are grouped by department or location. |
| CreateSalesByProductReport | Generates a Sales by Product report schema file, showing revenue that is generated from each product or service sold. |
| CreateStatementOfCashFlowReport | Generates a Statement of Cash Flows report schema file, detailing cash inflows and outflows from operating, investing, and financing activities. |
| CreateTaxSummaryReport | Generates a Tax Summary report schema file, summarizing tax collected, tax owed, and taxable amounts by jurisdiction. |
| CreateTransactionListReport | Generates a Transaction List report schema file, listing transactions across accounts within a defined period. |
| CreateTransactionListWithSplitsReport | Generates a Transaction List with Splits report schema file, showing transactions along with their split account allocations. |
| CreateTrialBalanceReport | Generates a Trial Balance report schema file, summarizing all account balances (debits and credits) at a point in time for reconciliation. |
| CreateVendorBalanceDetailReport | Generates a Vendor Balance Detail report schema file, showing individual unpaid bills and credits for each vendor. |
| CreateVendorBalanceReport | Generates a Vendor Balance Summary report schema file, summarizing total balances that are owed to each vendor. |
| DisconnectOAuthAccessToken | Disconnects the OAuth access token used for authentication with various QuickBooks services. |
| DownloadAttachment | Downloads an attachment file from QuickBooks Online, such as a document or receipt that is linked to a transaction or entity. |
| DownloadNote | Downloads a note from the Attachables feature, allowing retrieval of stored text notes or comments that are tied to entities. |
| DownloadPDF | Downloads an Invoice, Sales Receipt, or Estimate as a PDF file directly from QuickBooks Online for distribution or archiving. |
| GetOAuthAccessToken | Gets the OAuth access token and OAuth secret key from Intuit. |
| GetOAuthAuthorizationURL | Gets the URL, AuthToken, and AuthKey from Intuit. Access the URL returned in the output in an Internet browser. This request returns a verifier token that you will need to use as input along with the AuthToken and AuthKey for GetOAuthAccessToken. |
| GetReport | Retrieves a specified QuickBooks Online report using parameters that you define, enabling flexible on-demand reporting. |
| RefreshOAuthAccessToken | Refreshes the OAuth access token used for authentication with various QuickBooks services. |
| SendInvoice | Sends an existing invoice to the customer by email, optionally including linked payment options for quicker settlement. |
| UploadAttachment | Uploads a file attachment to QuickBooks Online, associating it with a transaction or record for supporting documentation. |
| VoidInvoice | Voids an existing invoice in QuickBooks Online, preserving the record but nullifying its financial impact. |
| VoidPayment | Voids an existing payment transaction, retaining the record while reversing its financial effect. |
| VoidSalesReceipt | Voids an existing sales receipt in QuickBooks Online, keeping the record while negating its accounting impact. |