EstimateLinkedTransactions
Tracks how customer estimates link to other transactions such as invoices or sales orders, helping follow a deal from quote to billing.
Columns
| Name | Type | ReadOnly | References | Filterable | Sortable | Description |
| LinkedTxnId [KEY] | String | True | False | False |
Specifies the unique identifier (Id) of the linked transaction associated with the estimate. | |
| EstimateId [KEY] | String | False |
Estimates.Id | True | True |
Specifies the unique Id of the estimate that is linked to the transaction. |
| SyncToken | String | True | False | False |
Specifies the version number that is used to lock the linked transaction 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 linked transaction record was created in the source domain. | |
| MetaData_LastUpdatedTime | Datetime | True | True | True |
Specifies the date and time when the linked transaction record was last updated in the source domain. | |
| CustomFieldAggregate | String | False | False | False |
Specifies an XML aggregate of custom field information for the linked transaction. | |
| DocNumber | String | False | True | True |
Specifies the reference number for the linked transaction. | |
| TxnDate | Date | False | True | True |
Specifies the date entered by the user when the linked transaction occurred. | |
| DepartmentRef | String | False |
Departments.Id | False | False |
Specifies the unique Id of the department that stores the location of the linked 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 linked transaction as defined using location tracking in QuickBooks Online. |
| PrivateNote | String | False | False | False |
Specifies a private note that does not appear on the linked transaction records. | |
| TxnStatus | String | False | False | False |
Specifies the status of the linked transaction. The allowed values are Accepted, Closed, Pending, Rejected. | |
| LinkedTxn_TxnId | String | False | False | False |
Specifies the unique Id of the individual linked transaction. | |
| LinkedTxn_TxnType | String | False | False | False |
Specifies the type of the individual linked transaction. | |
| LinkedTxn_TxnLineId | String | False | False | False |
Specifies the unique Id of the line item within the linked transaction. | |
| LineAggregate | String | False | False | False |
Specifies an XML aggregate of line items associated with the linked transaction. | |
| TxnTaxDetail_TxnTaxCodeRef | String | False |
TaxCodes.Id | False | False |
Specifies the tax code for the linked transaction. |
| TxnTaxDetail_TotalTax | String | False | False | False |
Specifies the total tax calculated for the linked 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 linked transaction. | |
| CustomerRef | String | False |
Customers.Id | True | False |
Specifies the unique Id of the customer associated with the linked transaction. |
| CustomerRef_Name | String | True |
Customers.DisplayName | False | False |
Specifies the name of the customer associated with the linked transaction. |
| CustomerMemo | String | False | False | False |
Specifies the message to the customer that appears in the invoice and the printed invoice. | |
| 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 linked transaction. |
| ClassRef_Name | String | True |
Class.FullyQualifiedName | False | False |
Specifies the name of the class that is associated with the linked transaction. |
| SalesTermRef | String | False |
Terms.Id | False | False |
Specifies the unique Id of the sales term that is associated with the linked transaction. |
| SalesTermRef_Name | String | True |
Terms.Name | False | False |
Specifies the name of the sales term that is associated with the linked transaction. |
| DueDate | Date | False | True | False |
Specifies the due date for the linked 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 linked transaction. | |
| ShipMethodRef_Name | String | True | False | False |
Specifies the name of the shipping method that is associated with the linked transaction. | |
| ShipDate | Date | False | False | False |
Specifies the date for delivery of goods or services related to the linked transaction. | |
| TrackingNum | String | False | False | False |
Specifies the tracking number from the shipping provider for the delivery of goods associated with the linked transaction. | |
| TotalAmt | Decimal | True | True | True |
Specifies the total amount of the linked transaction, including all charges, allowances, and taxes. | |
| PrintStatus | String | False | False | False |
Specifies the print status of the linked transaction. The allowed values are NotSet, NeedToPrint, PrintComplete. The default value is NotSet. | |
| EmailStatus | String | False | False | False |
Specifies the email status of the linked 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 linked 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 linked transaction. | |
| CurrencyRef | String | False | False | False |
Specifies the unique Id of the currency used in the linked transaction. | |
| CurrencyRef_Name | String | True | False | False |
Specifies the name of the currency used in the linked 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 linked 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. |