Budgets
Contains the header-level information of company budgets, including fiscal year, budget type, and tracking segments that are used for financial planning and analysis.
Table Specific Information
Select
All filterable columns support the following operators:
- =
- !=
- >=
- <=
- >
- <
- IN
- LIKE
- CONTAINS
The driver processes other filters client-side within the driver.
Columns
| Name | Type | ReadOnly | References | Filterable | Sortable | Description |
| Id [KEY] | String | True | True | True |
The identifier (Id) of the budget. This Id uniquely identifies the budget record within QuickBooks Online. | |
| SyncToken | String | True | False | False |
The version number that is assigned to the budget 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 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 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. This name allows users to quickly identify the related account. | |
| StartDate | Datetime | True | False | False |
The starting date of the budget period when the budget becomes effective. | |
| EndDate | Datetime | True | False | False |
The ending date of the budget period when the budget 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 budget entry type defines how amounts are divided across time. 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. |