RecurringPurchaseTransactionsLineItems
Contains the detailed line items of recurring purchase templates, including items, costs, and accounts for automated expense tracking.
Columns
| Name | Type | ReadOnly | References | Filterable | Sortable | Description |
| Purchase_LineId [KEY] | String | True | True | False |
The identifier (Id) of the recurring purchase-transaction line item. This uniquely identifies the line item within the recurring purchase template. | |
| Purchase_PurchaseId [KEY] | String | False |
Purchases.Id | True | True |
The Id of the recurring purchase transaction to which this line item belongs. |
| Purchase_SyncToken | String | True | False | False |
The version number of the object that is used to lock the recurring purchase record 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. | |
| Purchase_MetaData_CreateTime | Datetime | True | True | True |
The date and time when the recurring purchase-transaction line record was created in QuickBooks Online. | |
| Purchase_MetaData_LastUpdatedTime | Datetime | True | True | True |
The date and time when the recurring purchase-transaction line record was last updated in QuickBooks Online. | |
| Purchase_DocNumber | String | False | True | True |
The reference number that was assigned to the recurring purchase transaction for tracking and reconciliation purposes. | |
| Purchase_TxnDate | Date | False | True | True |
The date entered by the user when this recurring purchase transaction occurred. This represents the transaction date that is used for accounting and reporting. | |
| Purchase_PrivateNote | String | False | False | False |
A private note about the recurring purchase-transaction line item that does not appear on transaction records by default. This field maps to the Memo field on the Check and CreditCard form. | |
| Purchase_Line_Id | String | False | False | False |
The Id of the specific line item within the recurring purchase transaction. | |
| Purchase_Line_Description | String | False | False | False |
Describes the line item as it appears in the printed or displayed record. | |
| Purchase_Line_Amount | Decimal | False | False | False |
The total monetary amount of charges or discounts for the given line item. This amount includes charges and allowances but excludes tax amounts. | |
| Purchase_Line_DetailType | String | False | False | False |
The detail type of the line item in the recurring purchase transaction. Different detail types indicate different types of line items. | |
| Purchase_Line_ItemBasedExpenseLineDetail_ItemRef | String | False |
Items.Id | False | False |
The Id of the item that is associated with this expense line. If a line item lacks an item reference, it is treated as documentation and the Line_Amount attribute is ignored. |
| Purchase_Line_ItemBasedExpenseLineDetail_ItemRef_Name | String | True |
Items.Name | False | False |
The name of the item associated with this expense line. If a line item lacks an item reference, it is treated as documentation and the Line_Amount field is ignored. |
| Purchase_Line_ItemBasedExpenseLineDetail_ClassRef | String | False |
Class.Id | False | False |
The Id of the class that is assigned to this expense line item for classification purposes. |
| Purchase_Line_ItemBasedExpenseLineDetail_ClassRef_Name | String | True |
Class.Name | False | False |
The name of the class that is assigned to this expense line item. |
| Purchase_Line_ItemBasedExpenseLineDetail_UnitPrice | Decimal | False | False | False |
The unit price of the item that is referenced by ItemRef for this expense line. | |
| Purchase_Line_ItemBasedExpenseLineDetail_Qty | Double | False | False | False |
The quantity of items that are recorded in this expense line. | |
| Purchase_Line_ItemBasedExpenseLineDetail_RatePercent | Double | False | False | False |
The rate percentage that is applied to charges already entered in the current transaction. Enter 10.0 for a 10 percent rate (not 0.10). | |
| Purchase_Line_ItemBasedExpenseLineDetail_MarkupInfo_Value | Double | False | False | False |
The markup value that is applied to the item-based expense line. | |
| Purchase_Line_ItemBasedExpenseLineDetail_MarkupInfo_Percent | Double | False | False | False |
The markup amount that is expressed as a percent of charges already entered in the current transaction. For example, enter 10.0 for a 10 percent markup (not 0.10). | |
| Purchase_Line_ItemBasedExpenseLineDetail_MarkupInfo_PriceLevelRef | String | False | False | False |
The Id of the price level entity that is used for the markup on this expense line. | |
| Purchase_Line_ItemBasedExpenseLineDetail_MarkupInfo_Name_PriceLevelRef_Name | String | True | False | False |
The name of the price level that is used for the markup on this expense line. | |
| Purchase_Line_ItemBasedExpenseLineDetail_TaxCodeRef | String | False |
TaxCodes.Id | False | False |
The sales tax code that is applied to this item-based expense line. This field is used for non-U.S., non-Canadian companies. |
| Purchase_Line_ItemBasedExpenseLineDetail_CustomerRef | String | False |
Customers.Id | False | False |
The Id of the customer that is associated with this expense line. |
| Purchase_Line_ItemBasedExpenseLineDetail_CustomerRef_Name | String | True |
Customers.DisplayName | False | False |
The name of the customer that is associated with this expense line. |
| Purchase_Line_ItemBasedExpenseLineDetail_BillableStatus | String | False | False | False |
Indicates whether this item-based expense line is billable to a customer. The allowed values are Billable, NotBillable, HasBeenBilled. | |
| Purchase_Line_AccountBasedExpenseLineDetail_ClassRef | String | False |
Class.Id | False | False |
The Id of the class entity that is associated with this account-based expense line. |
| Purchase_Line_AccountBasedExpenseLineDetail_ClassRef_Name | String | True |
Class.Name | False | False |
The name of the class entity that is associated with this account-based expense line. |
| Purchase_Line_AccountBasedExpenseLineDetail_CustomerRef | String | False |
Customers.Id | False | False |
The Id of the customer that is associated with this account-based expense line. |
| Purchase_Line_AccountBasedExpenseLineDetail_CustomerRef_Name | String | True |
Customers.DisplayName | False | False |
The name of the customer that is associated with this account-based expense line. |
| Purchase_Line_AccountBasedExpenseLineDetail_AccountRef | String | False |
Accounts.Id | False | False |
The Id of the expense account that is associated with this account-based expense line. |
| Purchase_Line_AccountBasedExpenseLineDetail_AccountRef_Name | String | True |
Accounts.Name | False | False |
The name of the expense account that is associated with this account-based expense line. |
| Purchase_Line_AccountBasedExpenseLineDetail_BillableStatus | String | False | False | False |
Indicates whether this account-based expense line is billable to a customer. The allowed values are Billable, NotBillable, HasBeenBilled. | |
| Purchase_Line_AccountBasedExpenseLineDetail_MarkupInfo_Value | Double | False | False | False |
The markup value that is applied to the account-based expense line. | |
| Purchase_Line_AccountBasedExpenseLineDetail_MarkupInfo_Percent | Double | False | False | False |
The markup amount that is expressed as a percent of charges already entered in the current transaction for the account-based expense line. For example, enter 10.0 for a 10 percent markup (not 0.10). | |
| Purchase_Line_AccountBasedExpenseLineDetail_MarkupInfo_PriceLevelRef | String | False | False | False |
The Id of the price level that is used for the markup on this account-based expense line. | |
| Purchase_Line_AccountBasedExpenseLineDetail_MarkupInfo__Name_PriceLevelRef_Name | String | True | False | False |
The name of the price level that is used for the markup on this account-based expense line. | |
| Purchase_AccountRef | String | False |
Accounts.Id | False | False |
The Id of the account that is associated with the recurring purchase-transaction line item. Check payments should reference a bank account, and credit-card purchases should refer to a credit card account. |
| Purchase_AccountRef_Name | String | True |
Accounts.Name | False | False |
The name of the account that isassociated with the recurring purchase transaction. Checks should reference a bank account and credit-card purchases should refer to a credit-card account. |
| Purchase_PaymentType | String | False | True | True |
Indicates the expense payment type for the recurring purchase transaction, such as Check, CreditCard, or Cash. The allowed values are Cash, Check, CreditCard. | |
| Purchase_EntityRef | String | False | False | False |
The Id of the vendor, customer, or other party with whom this recurring expense is associated. | |
| Purchase_EntityRef_Name | String | True | False | False |
The name of the vendor, customer, or other party with whom this recurring expense is associated. | |
| Purchase_Credit | Boolean | False | False | False |
Indicates whether the recurring purchase transaction is a credit (applies only to credit-card payment types). | |
| Purchase_TotalAmt | Decimal | True | True | True |
The total amount due for the recurring purchase transaction, determined by summing all line items. This amount includes all charges, allowances, taxes, discounts, and other applicable amounts. | |
| Purchase_PrintStatus | String | False | False | False |
The print status of the recurring purchase transaction. This field is applicable only for checks and is ignored for credit-card charges or refunds. | |
| Purchase_DepartmentRef | String | False |
Departments.Id | False | False |
The Id of the department or location that stores or categorizes this recurring purchase transaction in QuickBooks Online. |
| Purchase_DepartmentRef_Name | String | True |
Departments.Name | False | False |
The name of the department or location that stores or categorizes this recurring purchase transaction in QuickBooks Online. |
| Purchase_Status | String | True | False | False |
Indicates the current status of the recurring purchase transaction, such as pending, posted, or voided. | |
| Purchase_TxnTaxDetail_TxnTaxCodeRef | String | False |
TaxCodes.Id | False | False |
The unique tax code that is assigned to this recurring purchase transaction, which determines how taxes are calculated and reported. |
| Purchase_TxnTaxDetail_TotalTax | String | False | False | False |
The total tax amount that is calculated for the recurring purchase transaction, excluding any tax lines that are manually inserted into the transaction line list. | |
| Purchase_TxnTaxDetail_TaxLineAggregate | String | False | False | False |
An XML aggregate that contains a structured list of all individual tax line items that are applied to the recurring purchase transaction. This collection includes each tax component that is calculated for the transaction, making it possible to audit or report on how taxes were derived for every purchase occurrence in the schedule. | |
| Purchase_RecurDataRef | String | False | False | False |
The Id of the recurrence data reference. This value links the recurring purchase transaction to the underlying template or schedule that controls its automated creation, making it easier to track or modify recurring purchase settings. | |
| Purchase_RecurDataRef_Name | String | True | False | False |
The name of the recurrence data reference. This human-readable value helps identify the recurring purchase template or schedule in QuickBooks Online without needing to look up the Id. | |
| Purchase_RecurringInfo_Name | String | False | False | False |
The descriptive name of the recurring purchase schedule or template. This name is the label that users assign to recognize and manage the recurring purchase-transaction pattern, such as 'Monthly Office Supplies' or 'Quarterly Maintenance Fees'. | |
| Purchase_RecurringInfo_RecurType | String | False | False | False |
The recurring type of the purchase schedule, such as scheduled, reminder, or unscheduled. The allowed values are Automated, Reminded, UnScheduled. | |
| Purchase_RecurringInfo_Active | Boolean | False | False | False |
Indicates whether the recurring purchase schedule is currently active or inactive. | |
| Purchase_RecurringInfo_ScheduleInfo_IntervalType | String | False | False | False |
Defines how often the recurring purchase transaction occurs (for example, weekly, monthly, or yearly). The allowed values are Yearly, Monthly, Weekly, Daily. | |
| Purchase_RecurringInfo_ScheduleInfo_NumInterval | Integer | False | False | False |
Specifies the number of intervals for the recurring purchase schedule. This value determines how frequently the transaction recurs based on the interval type. | |
| Purchase_RecurringInfo_ScheduleInfo_DayOfWeek | String | False | False | False |
The day of the week on which the recurring purchase transaction is scheduled to occur when the interval type is weekly. | |
| Purchase_RecurringInfo_ScheduleInfo_WeekOfMonth | String | False | False | False |
The week of the month on which the recurring purchase transaction is scheduled to occur when the interval type is monthly. | |
| Purchase_RecurringInfo_ScheduleInfo_MaxOccurrences | String | False | False | False |
The maximum number of occurrences that is allowed for the recurring purchase schedule. | |
| Purchase_RecurringInfo_ScheduleInfo_RemindDays | String | False | False | False |
The number of days before the start date on which a reminder for the recurring purchase should be sent. | |
| Purchase_RecurringInfo_ScheduleInfo_MonthOfYear | String | False | False | False |
The month of the year on which the recurring purchase transaction is scheduled to occur when the interval type is yearly. | |
| Purchase_RecurringInfo_ScheduleInfo_DaysBefore | String | False | False | False |
The number of days before the scheduled date on which the recurring purchase is processed or triggered. | |
| Purchase_RecurringInfo_ScheduleInfo_DayOfMonth | String | False | False | False |
The day of the month on which the recurring purchase transaction is scheduled to occur. | |
| Purchase_RecurringInfo_ScheduleInfo_StartDate | Datetime | False | False | False |
The start date of the recurring purchase schedule that is associated with the recurrence template. | |
| Purchase_RecurringInfo_ScheduleInfo_NextDate | Datetime | False | False | False |
The next scheduled date for the recurring purchase transaction to occur. | |
| Purchase_RecurringInfo_ScheduleInfo_EndDate | Datetime | False | False | False |
The end date of the recurring purchase schedule when no further occurrences are generated. | |
| Purchase_RecurringInfo_ScheduleInfo_PreviousDate | Datetime | False | False | False |
The previous scheduled date on which the recurring purchase transaction occurred. | |
| Purchase_CurrencyRef | String | False | False | False |
The Id of the currency that is used in the recurring purchase transaction. | |
| Purchase_CurrencyRef_Name | String | True | False | False |
The name of the currency that is used in the recurring purchase transaction. | |
| Purchase_ExchangeRate | Double | 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. | |
| Purchase_GlobalTaxCalculation | String | False | False | False |
The method in which tax is applied to the recurring purchase transaction. This field is valid in the UK, AU, and CA editions. The allowed values are TaxExcluded, TaxInclusive, NotApplicable. |