Tableau Connector for QuickBooks Online

Build 25.0.9434

CreateARAgingDetailReport

Generates an Accounts Receivable Aging Detail report schema file, providing customer-level detail of unpaid invoices and their aging.

Stored Procedure Specific Information

QuickBooks Online allows only a small subset of columns to be used in the Exec query. All the columns are optional for this Stored Procedure.

This report supports multicurrency. The available columns will differ depending on whether multicurrency is enabled or disabled. Below are the columns supported for each state: multicurrency enabled or disabled.

Multicurrency disabled: supt_open_bal, subt_amount.

Multicurrency enabled: currency, exch_rate, foreign_open_bal, subt_home_open_bal, foreign_amount, subt_home_amount.

To determine if the authenticated account supports multicurrency, check with the following statement:

SELECT CurrencyPrefs_MultiCurrencyEnabled FROM Preferences;

For example:

To create the RSD file, it will be generated based on the value of the Location connection property.

EXECUTE CreateARAgingDetailReport

To return BASE64 encoded data in FileData column.

EXECUTE CreateARAgingDetailReport WriteToFile = 'False'

Input

Name Type Description
ReportName String The name of the report that is to be generated. This report name identifies which report definition QuickBooks Online should use.

The default value is ARAgingDetailReport.

ReportDescription String A description for the report. If the report description is not specified, QuickBooks Online selects a description based on the ReportType.
AgingMethod String The date basis upon which aging is determined (for example, Transaction Date or Due Date). This basis controls how QuickBooks Online calculates aging buckets.

The allowed values are Report_Date, Current.

AgingPeriod String The number of days that are used to define each aging period in the report. This period controls how open balances are grouped by age.
Columns String The column types that are to be shown in the report. Provide a comma-separated list (with one space after each comma) of one or more of the following types: bill_addr, create_date, create_by, cust_bill_email, cust_comp_name, cust_msg, cust_phone_other, cust_tel, cust_name, deliv_addr, doc_num, due_date, last_mod_by, last_mod_date, memo, past_due, sale_sent_state, ship_addr, term_name, tx_date, txn_type. When location These additional columns are also available: sales_cust1, sales_cust2, sales_cust3. When location tracking is enabled, the additional column dept_name is available. In addition, the following values are supported based on the multicurrency setting for the company. When multicurrency is disabled, the supported values are supt_open_bal and subt_amount. When multicurrency is enabled, the supported values are currency, exch_rate, foreign_open_bal, subt_home_open_bal, foreign_amount, and subt_home_amount.

The default value is tx_date,txn_type,doc_num,cust_name,dept_name,due_date,subt_open_bal,subt_amount,subt_home_open_bal,subt_home_amount.

Customer String Filters the report contents to include information for one or more specified customers. Provide a comma-separated list (with one space after each comma) of Customer Ids.
NumPeriods String The number of periods that are to be shown in the report. This number controls how many columns of aged balances are displayed.
PastDue String Filters the report contents based on the minimum number of days past due. This input restricts the output to only items that exceed the specified threshold.
ReportDate String The starting date that is used for the report. This input determines the anchor date for aging calculations.
ShipVia String Filters the report by the shipping method as specified in the Invoice's shipping-method reference (ShipMethodRef).
StartDueDate String The starting due date for which the receivables are due. This date must be earlier than the ending due date.
EndDueDate String The ending due date for which the receivables are due. This date must be later than the starting due date.
Term String Filters the report contents to include information for one or more specified terms. Provide a comma-separated list (with one space after each comma) of Term Ids.
Indentation String Indicates whether spaces are added at the start of values to visually identify totals and grouped values in the report output.
WriteToFile String Indicates whether the stored procedure writes the output to a file. This input defaults to true. Set it to false if you want the procedure to write the output to the file stream that you supply or to return the output as file data.

Result Set Columns

Name Type Description
Result String Indicates whether the stored-procedure execution completed successfully or failed. The stored procedure returns the Result output so that calling applications can check the execution status.
SchemaFile String The generated schema file that is produced by the stored procedure. The schema file contains the structure of the report.
Columns String The number of columns that are found in the generated report. This output helps applications validate and map returned data.
FileData String The Base64-encoded downloaded file content. The FileData output is returned only when the WriteToFile parameter is set to false and the FileStream parameter is not set.

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Build 25.0.9434