Tableau Connector for QuickBooks Online

Build 25.0.9434

JournalEntryLineItems

Contains the line-level debit and credit details of each journal entry, showing how accounts are affected within a balanced accounting transaction.

Table Specific Information

JournalEntries may be inserted, queried, or updated via the JournalEntries or JournalEntryLineItems tables. JournalEntries may be deleted by using the JournalEntries table.

Select

All filterable columns support the following operators:

  • =
  • !=
  • >=
  • <=
  • >
  • <
  • IN
  • LIKE
  • CONTAINS

The driver processes other filters client-side within the driver.

Insert

To add a JournalEntry, there must be at least one credit line and at least one debit line where the total of the debit and credit lines are equal to each other. The following shows an example of inserting multiple JournalEntries, each with a single line. To insert a JournalEntry with multiple lines, see the example on the JournalEntries table.

INSERT INTO JournalEntryLineItems#TEMP (Line_DetailType, Line_JournalEntryLineDetail_PostingType, Line_JournalEntryLineDetail_Entity_Type, Line_JournalEntryLineDetail_Entity_EntityRef, Line_JournalEntryLineDetail_AccountRef, Line_Amount) VALUES ('JournalEntryLineDetail', 'Debit', 'Customer', '24', '33', 0.02)
INSERT INTO JournalEntryLineItems#TEMP (Line_DetailType, Line_JournalEntryLineDetail_PostingType, Line_JournalEntryLineDetail_AccountRef, Line_Amount) VALUES ('JournalEntryLineDetail', 'Credit', '14', 0.02)
INSERT INTO JournalEntryLineItems (Line_DetailType, Line_JournalEntryLineDetail_PostingType, Line_JournalEntryLineDetail_Entity_Type, Line_JournalEntryLineDetail_Entity_EntityRef, Line_JournalEntryLineDetail_AccountRef, Line_Amount, Line_JournalEntryLineDetail_AccountRef) SELECT Line_DetailType, Line_JournalEntryLineDetail_PostingType, Line_JournalEntryLineDetail_Entity_Type, Line_JournalEntryLineDetail_Entity_EntityRef, Line_JournalEntryLineDetail_AccountRef, Line_Amount, Line_JournalEntryLineDetail_AccountRef FROM JournalEntryLineItems#TEMP

Columns

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

Specifies the unique identifier (Id) of the line item in the journal entry. This value is assigned by QuickBooks Online and is used to reference the specific journal entry line.

JournalEntryId [KEY] String False

JournalEntries.Id

True True

Specifies the unique Id of the journal entry that this line item belongs to. This value links the line to its parent journal entry record.

SyncToken String True False False

Specifies the version number of the journal entry line item. This version number is used to lock the object for use by one app at a time. When 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.

MetaData_CreateTime Datetime True True True

Specifies the date and time when the journal-entry line record was created. This value is system-generated and is useful for auditing and tracking changes.

MetaData_LastUpdatedTime Datetime True True True

Specifies the date and time when the journal-entry line record was last updated. This value is system-generated and is useful for auditing and tracking changes.

DocNumber String False True True

Specifies the reference number for the transaction. This number can be used to cross-reference this journal-entry line with external documents or internal control numbers.

TxnDate Date False True True

Specifies the date entered by the user when this transaction occurred. This date determines the posting period for the journal entry line item.

PrivateNote String False False False

Specifies a private note about the transaction. This note dose not appear on the transaction records by default and can be used for internal remarks or workflow tracking.

Adjustment Boolean False False False

Indicates whether the journal-entry line item is an adjustment entry. Adjustment entries are typically used for year-end or period-end corrections and can affect how amounts are displayed in financial reports.

Line_Id String False False False

Specifies the unique Id of the journal-entry line item within the transaction.

Line_Description String False False False

Specifies a descriptive text for the line item that appears in the printed record.

Line_Amount Decimal False False False

Specifies the monetary amount of the line item. This value represents the total extended amount for that line, which can include unit price multiplied by quantity, less any discounts, and is used by QuickBooks Online to calculate the transaction's total and related taxes.

Line_DetailType String False False False

Specifies the detail type of the line item. Different detail types indicate different types of line items, such as standard postings, billable items, or tax lines.

Line_JournalEntryLineDetail_PostingType String False False False

Indicates the posting type of the journal entry line item detail. This type identifies whether the line posts as a debit or credit entry.

The allowed values are Credit, Debit.

Line_JournalEntryLineDetail_Entity_Type String False False False

Specifies the type of the entity that is referenced by this line item. Entities can include customers, vendors, employees, or other QuickBooks objects.

Line_JournalEntryLineDetail_Entity_EntityRef String False False False

Specifies the unique Id of the entity that is referenced by this line item.

Line_JournalEntryLineDetail_Entity_EntityRef_Name String True False False

Specifies the name of the entity that is referenced by this line item.

Line_JournalEntryLineDetail_AccountRef String False

Accounts.Id

False False

Specifies the Id of the account that is associated with the journal entry line item.

Line_JournalEntryLineDetail_AccountRef_Name String True

Accounts.Name

False False

Specifies the name of the account that is associated with the journal entry line item.

Line_JournalEntryLineDetail_ClassRef String False

Class.Id

False False

Specifies the Id of the class that is associated with the journal entry line item.

Line_JournalEntryLineDetail_ClassRef_Name String True

Class.FullyQualifiedName

False False

Specifies the name of the class that is associated with the journal entry line item.

Line_JournalEntryLineDetail_DepartmentRef String False

Departments.Id

False False

Specifies the Id of the department that is associated with the journal entry line item.

Line_JournalEntryLineDetail_DepartmentRef_Name String True

Departments.Name

False False

Specifies the name of the department that is associated with the journal entry line item.

Line_JournalEntryLineDetail_TaxCodeRef String False

TaxCodes.Id

False False

Specifies the sales or purchase tax code that is associated with the journal entry line. This field is used for non-U.S., non-Canadian companies and is valid for the UK edition.

Line_JournalEntryLineDetail_TaxApplicableOn String False False False

Indicates whether the tax applicable to the line item is sales tax or purchase tax. This field is valid for the UK edition.

Line_JournalEntryLineDetail_TaxAmount Decimal False False False

Specifies the tax amount that is applicable for this line item. This field is valid for the UK and AU editions.

Line_JournalEntryLineDetail_BillableStatus String False False False

Specifies the billable status of the journal-entry line. The line is billed to a customer when the account is an expense account and the entity reference specifies a customer or a job.

The allowed values are Billable, NotBillable, HasBeenBilled.

Line_JournalEntryLineDetail_TaxInclusiveAmt Decimal False False False

Specifies the total amount of the line item, including tax.

TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

Specifies the transaction-level tax code that is applied to the journal entry lines.

TxnTaxDetail_TotalTax String False False False

Specifies the total tax that is calculated for the transaction. This value excludes any tax lines that are manually inserted into the transaction line list and reflects the system-calculated tax total.

TxnTaxDetail_TaxLineAggregate String False False False

Provides an XML aggregate of the individual tax line items that are part of the journal entry line. This collection contains the details of each tax line that is applied at the transaction level. For example, this value can include multiple tax lines with separate tax rates and amounts, all combined in one XML structure.

TotalAmt Decimal True False False

Specifies the total amount of the transaction. This amount is calculated by QuickBooks business logic, and any value you that you supply is overwritten by QuickBooks.

CurrencyRef String False False False

Specifies the Id of the currency that is used in the transaction.

CurrencyRef_Name String True False False

Specifies the name of the currency that is used in the transaction.

ExchangeRate Decimal False False False

Specifies the currency exchange rate. This field is only valid when the company file uses 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 only in the UK, AU, and CA editions.

ProjectRef String False True False

Specifies the Id of the project that is associated with the transaction.

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Build 25.0.9434