Data Model
The CData Python Connector for QuickBooks Online models data in the QuickBooks Online API as tables, views, and stored procedures. Each table, view, and stored procedure is defined in a schema file, which is a simple, text-based configuration file.
The connector uses the QuickBooks Online API to process supported filters. Filters that are not supported by the API are processed client-side within the connector.
Tables
The Tables section, which describes standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you might have in your QuickBooks Online account. Common tables include those that are listed below.
| Table | Description |
| 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. |
| BalanceSheetSummaryReport | Exposes the Balance Sheet summary report from QuickBooks Online, aggregating assets, liabilities, and equity to give a snapshot of company financial health over a selected time period. |
| BillLineItems | Contains detailed line-item data for vendor bills, including products or services purchased, amounts, tax details, and associated accounts for expense tracking and reporting. |
| BillPayments | Maintains records of vendor bill payments, including payment methods, amounts, dates, and vendor details, to manage cash outflows and reconcile accounts payable. |
| Bills | Represents vendor bills in QuickBooks Online, enabling you to create, modify, delete, and retrieve obligations that are owed to suppliers for goods or services received. |
| CreditCardPayments | Displays a view of credit card payment transactions, summarizing payments made to credit card accounts for easier reconciliation and expense management. |
| CreditMemoLineItems | Captures line-level details of customer credit memos, including products or services credited, amounts, and tax information for accurate revenue adjustments. |
| CreditMemos | Maintains records of customer credit memos that are issued to adjust invoices, apply customer credits, or refund amounts for returned goods or overpayments. |
| CustomerBalanceDetail | Presents the Customer Balance Detail report from QuickBooks Online, showing outstanding invoices, payments, and credits per customer with running balances. |
| Customers | Contains all customer profiles in QuickBooks Online, enabling you to create, update, delete, and retrieve customer contact information, billing preferences, and tax settings. |
| EstimateLineItems | Contains line-item details for customer estimates or quotes, including products, services, quantities, prices, and tax information for potential sales. |
| Estimates | Stores header-level information of customer estimates or quotes, such as customer details, dates, and total amounts, supporting the sales pipeline. |
| InvoiceLineItems | Captures line-level details of customer invoices, including products or services sold, quantities, prices, discounts, and taxes, forming the granular data behind each invoice. |
| Invoices | Stores header-level information for customer invoices, including customer details, invoice dates, terms, due dates, and balances, supporting accounts-receivable tracking and reporting. |
| Items | Maintains the catalog of products and services that are offered by the business, including inventory and non-inventory items, used for sales, purchases, and expense tracking across QuickBooks Online. |
| JournalEntries | Stores journal entries that record double-entry accounting adjustments, including debits and credits applied to accounts, used for financial corrections and accruals. |
| PaymentLineItems | Captures the line-level allocations of customer payments, showing how each payment applies to invoices, credit memos, or other receivables. |
| TaxRates | Maintains sales-tax rate definitions that are applied to transactions, including jurisdiction, rate percentage, and effective dates. |
| Vendors | Stores vendor records including contact details, payment terms, and tax information, forming the master list of suppliers for QuickBooks Online. |
| VendorCredits | Represents vendor credits at the header level, used to apply credits to bills or reimburse the company for returns or overpayments. |
Stored Procedures
Stored Procedures are actions that are invoked via SQL queries. They perform tasks that are beyond standard CRUD operations, including posting transactions, sending invoices, recording payments, and managing attachments in QuickBooks Online.