BudgetDetails
Provides detailed budget line items, including amounts per account, class, or department, supporting budget-to-actual analysis within QuickBooks Online.
Columns
| Name | Type | ReadOnly | References | Filterable | Sortable | Description |
| BudgetId [KEY] | String | True | True | True |
The identifier (Id) of the budget record. This Id uniquely identifies the budget in QuickBooks Online. | |
| DetailId [KEY] | String | True | True | True |
The Id of the individual budget-detail record. This Id uniquely identifies each detail entry within the budget. | |
| SyncToken | String | True | False | False |
The version number that is assigned to the budget-detail object. The sync token locks the object for one application at a time, and QuickBooks Online increments it after each modification. An update or delete operation that uses an older sync token fails, ensuring that only the latest version of the object is maintained. | |
| MetaData_CreateTime | Datetime | True | True | True |
The date and time when the budget-detail record was originally created in QuickBooks Online. The CreateTime value provides a reference point for auditing and synchronization. | |
| MetaData_LastUpdatedTime | Datetime | True | True | True |
The date and time when the budget-detail record was last updated in QuickBooks Online. The LastUpdatedTime value helps track changes and identify the most recent version of the record. | |
| Name | String | True | True | True |
A user-recognizable name for the account that is associated with this budget detail. The Name column allows users to quickly identify the related account. | |
| StartDate | Datetime | True | False | False |
The starting date for when the budget period becomes effective. | |
| EndDate | Datetime | True | False | False |
The ending date for when the budget period expires or ends. | |
| BudgetType | String | True | False | True |
The type of budget that is defined (for example, Profit and Loss or Balance Sheet). The budget type determines how QuickBooks Online classifies the budget. The allowed values are ProfitAndLoss, Balance Sheet. | |
| BudgetEntryType | String | True | False | False |
The reporting period that the budget covers (for example, Monthly, Quarterly, or Yearly). The allowed values are Monthly, Quarterly, Annually. | |
| Active | Boolean | True | True | False |
Indicates whether the budget is active. This column allows filtering of current versus inactive budgets. | |
| BudgetDetail_BudgetDate | Datetime | True | False | False |
The date of the individual budget-detail line. This date identifies the point in time for which the amount applies. | |
| BudgetDetail_Amount | Decimal | True | False | False |
The monetary amount that is assigned to this budget-detail line. This value specifies the planned amount for the given budget date. | |
| BudgetDetail_AccountRef | String | True |
Accounts.Id | False | False |
The Id of the account that is associated with this budget detail. This Id links the budget detail to the correct Chart of Accounts entry. |
| BudgetDetail_AccountRef_Name | String | True |
Accounts.Name | False | False |
The name of the account that is associated with this budget detail. This name is the human-readable counterpart to the BudgetDetail_AccountRef Id. |
| BudgetDetail_CustomerRef | String | True |
Customers.Id | False | False |
The Id of the customer that is associated with this budget detail. This Id links the budget detail to the correct customer record. |
| BudgetDetail_CustomerRef_Name | String | True |
Customers.DisplayName | False | False |
The name of the customer that is associated with this budget detail. This name is the human-readable counterpart to the BudgetDetail_CustomerRef Id. |
| BudgetDetail_ClassRef | String | True |
Class.Id | False | False |
The Id of the class that is associated with this budget detail. This Id links the budget detail to the correct class category. |
| BudgetDetail_ClassRef_Name | String | True |
Class.FullyQualifiedName | False | False |
The name of the class that is associated with this budget detail. This name is the human-readable counterpart to the BudgetDetail_ClassRef Id. |
| BudgetDetail_DepartmentRef | String | True |
Departments.Id | False | False |
The Id of the department that is associated with this budget detail. This Id links the budget detail to the correct department record. |
| BudgetDetail_DepartmentRef_Name | String | True |
Departments.Name | False | False |
The name of the department that is associated with this budget detail. This name is the human-readable counterpart to the BudgetDetail_DepartmentRef Id. |