CData Python Connector for QuickBooks Online

Build 25.0.9454

RecurringEstimateTransactionsLineItems

Captures the line-level details of recurring estimates, such as products, services, and pricing, ensuring consistent quote creation over time.

Table Specific Information

RecurringEstimateTransactions may be inserted or queried via the RecurringEstimateTransactions or RecurringEstimateTransactionsLineItems tables.

Select 


SELECT * FROM RecurringEstimateTransactionsLineItems

Insert

To add a RecurringEstimateTransactionsLineItems following fields needs to be added:

  • It must have at least one line that describes an item.
  • It must have a RecurringInfo.

INSERT INTO RecurringEstimateTransactionsLineItems (Estimate_Id, Estimate_CustomerRef, Estimate_RecurringInfo_Name, Estimate_RecurringInfo_RecurType, Estimate_RecurringInfo_Active, Estimate_RecurringInfo_ScheduleInfo_IntervalType, Estimate_RecurringInfo_ScheduleInfo_NumInterval, Estimate_RecurringInfo_ScheduleInfo_DayOfWeek, Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth, Estimate_RecurringInfo_ScheduleInfo_StartDate, Estimate_RecurringInfo_ScheduleInfo_NextDate, Estimate_RecurringInfo_ScheduleInfo_PreviousDate, Estimate_Line_DetailType, Estimate_Line_SalesItemLineDetail_ItemRef, Estimate_Line_Amount, Estimate_Line_SalesItemLineDetail_Qty, Estimate_Line_SalesItemLineDetail_DiscountAmt, Estimate_Line_SalesItemLineDetail_TaxCodeRef) VALUES (49, 2, 'TESTING155BCD11', 'Reminded', false, 'Weekly', 2, 'Tuesday', 3, '2021-12-08', '2021-12-15', '2021-09-01', 'SalesItemLineDetail', '5', 100.01, 8, 22.3, 'TAX')

Columns

Name Type ReadOnly References Filterable Sortable Description
Estimate_LineId [KEY] String True False False

The unique identifier (Id) of the line item in the recurring estimate transaction.

Estimate_Id [KEY] String False

Estimates.Id

True True

The Id of the recurring estimate transaction to which this line item belongs.

Estimate_SyncToken String True False False

The version number of the object that is used to lock the recurring estimate transaction for use by one application at a time. As soon as an application modifies an object, its sync token is incremented. Attempts to modify an object specifying an older sync token fail. Only the latest version of the object is maintained by QuickBooks Online.

Estimate_MetaData_CreateTime Datetime True True True

The date and time when the recurring estimate line item record was created in QuickBooks Online.

Estimate_MetaData_LastUpdatedTime Datetime True True True

The date and time when the recurring estimate line item record was last updated in QuickBooks Online.

Estimate_DocNumber String False True True

The reference number that is assigned to the recurring estimate transaction.

Estimate_TxnDate Date False True True

The date that is entered by the user when the recurring estimate transaction occurred.

Estimate_DepartmentRef String False

Departments.Id

False False

The Id of the department or location that is associated with the recurring estimate transaction as defined using location tracking in QuickBooks Online.

Estimate_DepartmentRef_Name String True

Departments.Name

False False

The name of the department or location that is associated with the recurring estimate transaction as defined by using location tracking in QuickBooks Online.

Estimate_PrivateNote String False False False

A private note for the recurring estimate transaction that does not appear on the transaction records.

Estimate_TxnStatus String False False False

The current status of the recurring estimate transaction.

The allowed values are Accepted, Closed, Pending, Rejected.

Estimate_LinkedTxnAggregate String False False False

An XML aggregate of all transactions that are linked to the recurring estimate transaction.

Estimate_Line_Id String False False False

The Id of the line item within the recurring estimate transaction.

Estimate_Line_LineNum String False False False

The sequential line number that is assigned to this line item within the recurring estimate transaction.

Estimate_Line_Description String False False False

The description of the line item that appears in the printed or displayed version of the recurring estimate.

Estimate_Line_Amount Decimal False False False

The total monetary amount for this line item. This includes all charges and allowances but excludes tax amounts.

Estimate_Line_DetailType String False False False

The detail type of the line item. Different detail types indicate different types of line items, such as product, service, or group.

Estimate_Line_SalesItemLineDetail_ItemRef String False

Items.Id

False False

The Id of the item referenced in this line item. When an item reference is absent, the line item is treated as documentation and the Line_Amount field is ignored.

Estimate_Line_SalesItemLineDetail_ItemRef_Name String True

Items.Name

False False

The name of the item referenced in this line item. When an item reference is absent, the line item is treated as documentation and the Line_Amount field is ignored.

Estimate_Line_SalesItemLineDetail_ClassRef String False

Class.Id

False False

The Id of the class that is assigned to this line item in the recurring estimate transaction.

Estimate_Line_SalesItemLineDetail_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class that is assigned to this line item in the recurring estimate transaction.

Estimate_Line_SalesItemLineDetail_UnitPrice Decimal False False False

The unit price of the item that is referenced by this line item in the recurring estimate transaction.

Estimate_Line_SalesItemLineDetail_Qty Double False False False

The quantity or number of items that is specified in this line item of the recurring estimate transaction.

Estimate_Line_SalesItemLineDetail_TaxCodeRef String False

TaxCodes.Id

False False

The tax code that is applied to this line item in the recurring estimate transaction.

Estimate_Line_SalesItemLineDetail_ServiceDate Date False False False

The date on which the service related to this line item was performed.

Estimate_Line_SalesItemLineDetail_DiscountAmt Decimal False False False

The discount amount that is applied to this line item in the recurring estimate transaction.

Estimate_Line_SalesItemLineDetail_DiscountRate Decimal False False False

The discount rate that is applied to this line item in the recurring estimate transaction.

Estimate_Line_GroupLineDetail_GroupItemRef String True False False

The Id of the group item object that is associated with this line item.

Estimate_Line_GroupLineDetail_GroupItemRef_Name String True False False

The name of the group item object that is associated with this line item.

Estimate_Line_GroupLineDetail_Quantity Integer True False False

The total quantity of the group item that is specified for this line item in the recurring estimate transaction.

Estimate_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The tax code that is applied to the entire recurring estimate transaction.

Estimate_TxnTaxDetail_TotalTax String False False False

The total tax that is calculated for the recurring estimate transaction, excluding any tax lines that are manually inserted into the transaction line list.

Estimate_TxnTaxDetail_TaxLineAggregate String False False False

An XML aggregate of all tax line items that are associated with the recurring estimate transaction.

Estimate_RecurDataRef String False False False

The unique Id of the recurrence data reference that identifies the recurring estimate template or schedule.

Estimate_RecurDataRef_Name String True False False

The name of the recurrence data reference that identifies the recurring estimate template or schedule.

Estimate_RecurringInfo_Name String False False False

The descriptive name of the recurring estimate schedule or template.

Estimate_RecurringInfo_RecurType String False False False

The recurring type of the estimate schedule, such as scheduled, reminder, or unscheduled.

The allowed values are Automated, Reminded, UnScheduled.

Estimate_RecurringInfo_Active Boolean False False False

Indicates whether the recurring estimate schedule is active or inactive.

Estimate_RecurringInfo_ScheduleInfo_IntervalType String False False False

The interval type of the recurring estimate schedule that defines how often the estimate recurs (for example, weekly, monthly, or yearly).

The allowed values are Yearly, Monthly, Weekly, Daily.

Estimate_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

The number of intervals for the recurring estimate schedule. This value determines how frequently the estimate recurs based on the interval type.

Estimate_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

The day of the week on which the recurring estimate is scheduled to occur when the interval type is weekly.

Estimate_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

The week of the month on which the recurring estimate is scheduled to occur when the interval type is monthly.

Estimate_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The maximum number of occurrences allowed for the recurring estimate schedule.

Estimate_RecurringInfo_ScheduleInfo_RemindDays String False False False

The number of days before the start date on which a reminder for the recurring estimate should be sent.

Estimate_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year in which the recurring estimate transaction is scheduled to occur when the interval type is yearly.

Estimate_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The number of days before the scheduled date on which the recurring estimate transaction should be processed or triggered.

Estimate_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month on which the recurring estimate transaction is scheduled to occur.

Estimate_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The start date of the recurring estimate schedule that is associated with the recurrence template.

Estimate_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The next scheduled date for the recurring estimate transaction to occur.

Estimate_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date of the recurring estimate schedule when no further occurrences are generated.

Estimate_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The previous scheduled date on which the recurring estimate transaction occurred.

Estimate_CustomerRef String False

Customers.Id

True False

The Id of the customer that is associated with the recurring estimate transaction.

Estimate_CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer that is associated with the recurring estimate transaction.

Estimate_CustomerMemo String False False False

A message to the customer that appears in the printed invoice and on the invoice itself for the recurring estimate transaction.

Estimate_BillAddr_Id String False False False

The identifier (Id) of the entity for the billing address that is mainly used for modifying the address. This field is assigned by the data service.

Estimate_BillAddr_Line1 String False False False

The first line of the billing address for the recurring estimate transaction.

Estimate_BillAddr_Line2 String False False False

The second line of the billing address for the recurring estimate transaction.

Estimate_BillAddr_Line3 String False False False

The third line of the billing address for the recurring estimate transaction.

Estimate_BillAddr_Line4 String False False False

The fourth line of the billing address for the recurring estimate transaction.

Estimate_BillAddr_Line5 String False False False

The fifth line of the billing address for the recurring estimate transaction.

Estimate_BillAddr_City String False False False

The city name of the billing address.

Estimate_BillAddr_Country String False False False

The country name of the billing address.

Estimate_BillAddr_CountrySubDivisionCode String False False False

The region within a country for the billing address. For example, this value is the state name for the USA or the province name for Canada.

Estimate_BillAddr_PostalCode String False False False

The postal code. For example, this value is the ZIP code for the USA and the postal code for Canada.

Estimate_BillAddr_Note String False False False

A note for the customer included with the billing address.

Estimate_BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

Estimate_BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

Estimate_ShipAddr_Id String False False False

The Id of the entity for the shipping address that is mainly used for modifying the address. This field is assigned by the data service.

Estimate_ShipAddr_Line1 String False False False

The first line of the shipping address for the recurring estimate transaction.

Estimate_ShipAddr_Line2 String False False False

The second line of the shipping address for the recurring estimate transaction.

Estimate_ShipAddr_Line3 String False False False

The third line of the shipping address for the recurring estimate transaction.

Estimate_ShipAddr_Line4 String False False False

The fourth line of the shipping address for the recurring estimate transaction.

Estimate_ShipAddr_Line5 String False False False

The fifth line of the shipping address for the recurring estimate transaction.

Estimate_ShipAddr_City String False False False

The city name of the shipping address.

Estimate_ShipAddr_Country String False False False

The country name of the shipping address.

Estimate_ShipAddr_CountrySubDivisionCode String False False False

The region within a country for the shipping address. For example, this value is the state name for the USA or the province name for Canada.

Estimate_ShipAddr_PostalCode String False False False

The postal code. For example, this value is the ZIP code for the USA and the postal code for Canada.

Estimate_ShipAddr_Note String False False False

A note for the customer included with the shipping address.

Estimate_ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

Estimate_ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

Estimate_ClassRef String False

Class.Id

True False

The Id of the class that is associated with the recurring estimate transaction.

Estimate_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class that is associated with the recurring estimate transaction.

Estimate_SalesTermRef String False

Terms.Id

False False

The Id of the sales term that is associated with the recurring estimate transaction.

Estimate_SalesTermRef_Name String True

Terms.Name

False False

The name of the sales term that is associated with the recurring estimate transaction.

Estimate_DueDate Date False True False

The due date for the invoice of the recurring estimate transaction, not including any early payment discount incentives or late payment penalties. If the date is not supplied, the current server date is used.

Estimate_ShipMethodRef String False False False

The Id of the shipping method that is associated with the recurring estimate transaction.

Estimate_ShipMethodRef_Name String True False False

The name of the shipping method that is associated with the recurring estimate transaction.

Estimate_ShipDate Date False False False

The date on which goods or services are scheduled for delivery for the recurring estimate transaction.

Estimate_TrackingNum String False False False

The tracking number from the shipping provider for the delivery of the goods associated with the recurring estimate transaction.

Estimate_TotalAmt Decimal True True True

The total monetary amount of the recurring estimate transaction. This includes the total of all charges, allowances, and taxes.

Estimate_PrintStatus String False False False

The print status of the recurring estimate invoice.

The allowed values are NotSet, NeedToPrint, PrintComplete.

The default value is NotSet.

Estimate_EmailStatus String False False False

The email status of the recurring estimate invoice.

The allowed values are NotSet, NeedToSend, EmailSent.

The default value is NotSet.

Estimate_BillEmail_Address String False False False

The email address where the recurring estimate invoice is sent. If the value of the EmailStatus attribute is NeedToSend, the billing email address is a required.

Estimate_Balance Decimal False True True

Indicates whether the recurring estimate transaction is treated as a finance charge.

Estimate_ExpirationDate Date False False False

The date when the recurring estimate becomes invalid or expires.

Estimate_AcceptedBy String False False False

The name of the customer who accepted the recurring estimate.

Estimate_AcceptedDate Date False False False

The date on which the recurring estimate was accepted by the customer.

Estimate_ApplyTaxAfterDiscount Boolean False False False

Sets whether any discounts are applied before taxes are calculated for the recurring estimate transaction.

Estimate_CurrencyRef String False False False

The Id of the currency that is used in the recurring estimate transaction.

Estimate_CurrencyRef_Name String True False False

The name of the currency that is used in the recurring estimate transaction.

Estimate_ExchangeRate Decimal False False False

The currency exchange rate. This field is valid only when 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.

Estimate_GlobalTaxCalculation String False False False

The method that is used to apply taxes for the recurring estimate transaction. This field is valid in the UK, AU, and CA editions.

The allowed values are TaxExcluded, TaxInclusive, NotApplicable.

Estimate_HomeTotalAmt Decimal True False False

The total monetary amount of the recurring estimate transaction expressed in the home currency. This includes the total of all the charges, allowances, and taxes. This field is valid in the UK, AU, and CA editions.

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Build 25.0.9454