Tableau Connector for QuickBooks Online

Build 25.0.9434

RecurringCreditMemoTransactionsLineItems

Captures line-level details of recurring credit memos, including products or services credited, amounts, and taxes applied automatically.

Columns

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

The unique Id of the line item on the recurring credit-memo transaction.

CreditMemo_CreditMemoId [KEY] String False

CreditMemos.Id

True True

The unique Id of the recurring credit-memo transaction that this line item is associated with.

CreditMemo_SyncToken String True False False

The version number of the object that is used to lock the recurring credit memo 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.

CreditMemo_MetaData_CreateTime Datetime True True True

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

CreditMemo_MetaData_LastUpdatedTime Datetime True True True

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

CreditMemo_CustomFieldAggregate String False False False

An XML aggregate of all custom fields that are associated with the recurring credit-memo transaction.

CreditMemo_DocNumber String False True True

The reference number that is assigned to the recurring credit-memo transaction.

CreditMemo_TxnDate Date False True True

The date that is entered by the user when the recurring credit-memo transaction occurred.

CreditMemo_PrivateNote String False False False

A private note for the recurring credit-memo transaction that does not appear on the transaction records by default.

CreditMemo_LinkedTxnAggregate String False False False

An XML aggregate of all linked transactions that are associated with the recurring credit-memo transaction.

CreditMemo_Line_Id String False False False

The unique Id of the line item on the recurring credit-memo transaction.

CreditMemo_Line_Description String False False False

The description of the line item that appears on the printed recurring credit memo record.

CreditMemo_Line_Amount Decimal False False False

The total monetary amount of the charges or discounts for the given line. This includes all charges and allowances but excludes any tax amount.

CreditMemo_Line_DetailType String False False False

The detail type of the line item. Different detail types indicate different categories of line items, such as sales, group, or discount lines.

CreditMemo_Line_SalesItemLineDetail_ItemRef String False

Items.Id

False False

The unique Id of the item on the line. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount field is ignored.

CreditMemo_Line_SalesItemLineDetail_ItemRef_Name String True

Items.Name

False False

The name of the item on the line. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount field is ignored.

CreditMemo_Line_SalesItemLineDetail_ClassRef String False

Class.Id

False False

The unique Id of the class entity of the line item that is associated with the recurring credit-memo transaction.

CreditMemo_Line_SalesItemLineDetail_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class entity of the line item that is associated with the recurring credit-memo transaction.

CreditMemo_Line_SalesItemLineDetail_UnitPrice Decimal False False False

The unit price of the item for this line on the recurring credit memo.

CreditMemo_Line_SalesItemLineDetail_Qty Double False False False

The quantity of items for this line on the recurring credit memo.

CreditMemo_Line_SalesItemLineDetail_TaxCodeRef String False

TaxCodes.Id

False False

The tax code that is applied to this line item.

CreditMemo_Line_SalesItemLineDetail_ServiceDate Date False False False

The date when the service was performed or delivered for this line item.

CreditMemo_Line_GroupLineDetail_GroupItemRef String True False False

The unique Id of the group item object if the line item is a group line.

CreditMemo_Line_GroupLineDetail_GroupItemRef_Name String True False False

The name of the group item object if the line item is a group line.

CreditMemo_Line_GroupLineDetail_Quantity Integer True False False

The quantity of the group item on the recurring credit memo line.

CreditMemo_TxnTaxDetail_TxnTaxCodeRef String False

TaxCodes.Id

False False

The unique Id of the tax code that is applied to the recurring credit-memo transaction.

CreditMemo_TxnTaxDetail_TotalTax String False False False

The total tax amount calculated for the recurring credit-memo transaction, excluding any tax lines manually inserted into the transaction line list.

CreditMemo_TxnTaxDetail_TaxLineAggregate String False False False

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

CreditMemo_RecurDataRef String False False False

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

CreditMemo_RecurDataRef_Name String True False False

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

CreditMemo_RecurringInfo_Name String False False False

The descriptive name of the recurring credit-memo schedule or template.

CreditMemo_RecurringInfo_RecurType String False False False

The recurring type of the credit-memo schedule, such as scheduled, reminder, or unscheduled.

The allowed values are Automated, Reminded, UnScheduled.

CreditMemo_RecurringInfo_Active Boolean False False False

Indicates whether the recurring credit-memo schedule is active or inactive.

CreditMemo_RecurringInfo_ScheduleInfo_IntervalType String False False False

The interval type of the recurring credit-memo schedule that defines how often the credit memo recurs, such as weekly, monthly, or yearly.

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

CreditMemo_RecurringInfo_ScheduleInfo_NumInterval Integer False False False

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

CreditMemo_RecurringInfo_ScheduleInfo_DayOfWeek String False False False

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

CreditMemo_RecurringInfo_ScheduleInfo_WeekOfMonth String False False False

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

CreditMemo_RecurringInfo_ScheduleInfo_MaxOccurrences String False False False

The maximum number of occurrences allowed for the recurring credit-memo schedule.

CreditMemo_RecurringInfo_ScheduleInfo_RemindDays String False False False

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

CreditMemo_RecurringInfo_ScheduleInfo_MonthOfYear String False False False

The month of the year on which the recurring credit memo is scheduled to occur when the interval type is yearly.

CreditMemo_RecurringInfo_ScheduleInfo_DaysBefore String False False False

The number of days before the scheduled date on which the recurring credit memo is processed or triggered.

CreditMemo_RecurringInfo_ScheduleInfo_DayOfMonth String False False False

The day of the month on which the recurring credit memo is scheduled to occur.

CreditMemo_RecurringInfo_ScheduleInfo_StartDate Datetime False False False

The start date of the recurring credit-memo schedule that is associated with the recurrence template.

CreditMemo_RecurringInfo_ScheduleInfo_NextDate Datetime False False False

The next scheduled date for the recurring credit memo to occur.

CreditMemo_RecurringInfo_ScheduleInfo_EndDate Datetime False False False

The end date of the recurring credit-memo schedule when no further occurrences are generated.

CreditMemo_RecurringInfo_ScheduleInfo_PreviousDate Datetime False False False

The previous scheduled date on which the recurring credit memo occurred.

CreditMemo_CustomerRef String False

Customers.Id

True True

The unique Id of the customer that is associated with the recurring credit-memo transaction.

CreditMemo_CustomerRef_Name String True

Customers.DisplayName

False False

The name of the customer that is associated with the recurring credit-memo transaction.

CreditMemo_CustomerMemo String False False False

The message to the customer that appears on the recurring credit-memo transaction.

CreditMemo_BillAddr_Id String False False False

The Id of the entity for the billing address, which is mainly used for modifying the address. This field is assigned by the data service.

CreditMemo_BillAddr_Line1 String False False False

The first line of the billing address.

CreditMemo_BillAddr_Line2 String False False False

The second line of the billing address.

CreditMemo_BillAddr_Line3 String False False False

The third line of the billing address.

CreditMemo_BillAddr_Line4 String False False False

The fourth line of the billing address.

CreditMemo_BillAddr_Line5 String False False False

The fifth line of the billing address.

CreditMemo_BillAddr_City String False False False

The city name of the billing address.

CreditMemo_BillAddr_Country String False False False

The country name of the billing address.

CreditMemo_BillAddr_CountrySubDivisionCode String False False False

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

CreditMemo_BillAddr_PostalCode String False False False

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

CreditMemo_BillAddr_Note String False False False

A note that is related to the billing address for the customer.

CreditMemo_BillAddr_Lat String False False False

The latitude coordinate of the geocoded billing address.

CreditMemo_BillAddr_Long String False False False

The longitude coordinate of the geocoded billing address.

CreditMemo_ShipAddr_Line1 String False False False

The first line of the shipping address.

CreditMemo_ShipAddr_Line2 String False False False

The second line of the shipping address.

CreditMemo_ShipAddr_Line3 String False False False

The third line of the shipping address.

CreditMemo_ShipAddr_Line4 String False False False

The fourth line of the shipping address.

CreditMemo_ShipAddr_Line5 String False False False

The fifth line of the shipping address.

CreditMemo_ShipAddr_City String False False False

The city name of the shipping address.

CreditMemo_ShipAddr_Country String False False False

The country name of the shipping address.

CreditMemo_ShipAddr_CountrySubDivisionCode String False False False

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

CreditMemo_ShipAddr_PostalCode String False False False

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

CreditMemo_ShipAddr_Lat String False False False

The latitude coordinate of the geocoded shipping address.

CreditMemo_ShipAddr_Long String False False False

The longitude coordinate of the geocoded shipping address.

CreditMemo_ClassRef String False

Class.Id

True False

The unique Id of the class that is associated with the credit-memo transaction.

CreditMemo_ClassRef_Name String True

Class.FullyQualifiedName

False False

The name of the class that is associated with the credit-memo transaction.

CreditMemo_SalesTermRef String False

Terms.Id

True False

The Id of the sales term that is associated with the credit-memo transaction.

CreditMemo_SalesTermRef_Name String True

Terms.Name

False False

The name of the sales term that is associated with the credit-memo transaction.

CreditMemo_TotalAmt Decimal False True True

The total monetary amount of the credit-memo transaction. This includes the total of all the charges, allowances, and taxes.

CreditMemo_PrintStatus String False False False

The print status of the credit-memo transaction, which indicates whether the document has been printed.

The allowed values are NotSet, NeedToPrint, PrintComplete.

The default value is NotSet.

CreditMemo_EmailStatus String False False False

The email status of the credit-memo transaction, which indicates whether the document has been emailed.

The allowed values are NotSent, NeedToSend, EmailSent.

The default value is NotSet.

CreditMemo_DepositToAccountRef String False

Accounts.Id

False False

The Id of the asset account where the payment money is deposited. If you do not specify this account, QuickBooks Online uses the Undeposited Funds account.

CreditMemo_DepositToAccountRef_Name String True

Accounts.Name

False False

The name of the asset account where the payment money is deposited. If you do not specify this account, QuickBooks Online uses the Undeposited Funds account.

CreditMemo_RemainingCredit Decimal False False False

The total credit amount that is still available to apply toward the customer's outstanding payments.

CreditMemo_DepartmentRef String False

Departments.Id

False False

The Id of the department or location that stores the credit-memo transaction in QuickBooks Online.

CreditMemo_DepartmentRef_Name String True

Departments.Name

False False

The name of the department or location that stores the credit-memo transaction in QuickBooks Online.

CreditMemo_BillEmail_Address String False False False

The email address where the credit memo or related invoice is sent. If the value of the EmailStatus attribute is NeedToSend, this billing email address is required.

CreditMemo_ApplyTaxAfterDiscount Boolean False False False

Sets whether the discount is applied before or after taxes are calculated on the credit-memo transaction.

CreditMemo_CurrencyRef String False False False

The Id of the currency used for all monetary amounts of the credit-memo transaction. This field is available in only the UK, AU, and CA editions.

CreditMemo_CurrencyRef_Name String True False False

The name of the currency used for all monetary amounts of the credit-memo transaction. This field is available in only the UK, AU, and CA editions.

CreditMemo_ExchangeRate Decimal False False False

The currency exchange rate that is applied to the credit-memo transaction. This field is valid only if 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 only the UK, AU, and CA editions.

CreditMemo_GlobalTaxCalculation String False False False

The method in which tax is applied on the credit-memo transaction. This field is valid in only the UK, AU, and CA editions.

The allowed values are TaxExcluded, TaxInclusive, NotApplicable.

CreditMemo_HomeTotalAmt Decimal True False False

The total amount of the credit-memo transaction expressed in the home currency. This field includes the total of all the charges, allowances, and taxes. This field is valid in only the UK, AU, and CA editions.

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Build 25.0.9434