ReceivePaymentsAppliedTo

Create, update, and query QuickBooks Receive Payment AppliedTo aggregates. In a Receive Payment, each AppliedTo aggregate represents the transaction to which this part of the payment is being applied. QBXMLVersion must be set to 6.0 or higher to update a ReceivePayment.

Table Specific Information

ReceivePayments may be inserted, queried, or updated via the ReceivePayments or ReceivePaymentsAppliedTo tables. ReceivePayments may be deleted by using the ReceivePayments table.

This table has a Custom Fields column. See the Custom Fields page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

QuickBooks Desktop allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can typically be used with only the equals or = comparison. The available columns for ReceivePayments are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, DepositToAccountName, and DepositToAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM ReceivePaymentsAppliedTo WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a ReceivePayment, specify the Customer and the Amount. All AppliedTo columns can be used to explicitly identify the transactions the payment is applied to. An AppliedTo entry must at the minimum specify the AppliedToRefId and AppliedToPaymentAmount. Optionally, the INSERT may specify the AutoApply behavior.

For example, the following will insert a new ReceivePayment with two AppliedTo entries:

INSERT INTO ReceivePaymentsAppliedTo#TEMP (CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount) VALUES ('Cook, Brian', '300.00', 'Custom','178C1-1450221347', '200.00')
INSERT INTO ReceivePaymentsAppliedTo#TEMP (CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount) VALUES ('Cook, Brian', '300.00', 'Custom','881-933371709', '100.00')
INSERT INTO ReceivePaymentsAppliedTo (CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount) SELECT CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount FROM ReceivePaymentsAppliedTo#TEMP

If you would like to insert a ReceivePayment and let QuickBooks Desktop automatically determine which transaction to apply it to, you can use the AutoApply pseudo column to apply the transaction to an existing transaction. For example:

INSERT INTO ReceivePaymentsAppliedTo (CustomerName, Amount, AutoApply) VALUES ('Cook, Brian', '300.00', 'ExistingTransactions')

Columns

Name	Type	ReadOnly	References	ColumnSize	Description
ID [KEY]	String	True		255	The unique identifier in the format ReceivePaymentId\|AppliedToRefId.
ReceivePaymentId	String	False	ReceivePayments.ID	255	The Id of the bill-payment transaction.
ReferenceNumber	String	False		21	The transaction reference number. This may be set to refnumber, refnumber, and refnumber in the WHERE clause of a SELECT statement to search by StartsWith, EndsWith, and Contains. Refnum1:refnum2, refnum1:, and :refnum1 may also be used to denote a range.
TxnNumber	Integer	True			The transaction number. An identifying number for the transaction, different from the QuickBooks-generated Id.
Date	Date	False			The date of the transaction.
UnusedPayment	Decimal	True			This property will contain the amount of the payment that was not applied to existing invoices.
Amount	Decimal	False			The amount of the payment received from the Customer.
AccountsReceivableName	String	False		1000	A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited.
AccountsReceivableId	String	False	Accounts.ID	255	A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited.
CustomerName	String	False		1000	The name of the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerId is not defined.
CustomerId	String	False	Customers.ID	255	The Id of the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerName is not defined.
DepositToAccountName	String	False		1000	The account name that the payment should be deposited to.
DepositToAccountId	String	False	Accounts.ID	255	The account Id that the payment should be deposited to.
PaymentMethodName	String	False		100	Name of a payment method that already exists in QuickBooks.
PaymentMethodId	String	False	PaymentMethods.ID	255	Id of a payment method that already exists in QuickBooks.
Memo	String	False		5000	A memo to appear on internal reports.
ExchangeRate	Double	False			The exachange rate of the payment currency to the home currency.
TotalAmountInHomeCurrency	Decimal	False			The total amount in home currency.
AutoApply	String	False		20	How the payment should be applied. The allowed values are ExistingTransactions, FutureTransactions, Custom. The default value is ExistingTransactions.
CustomFields	String	False			Custom fields returned from QuickBooks and formatted into XML.
AppliedToRefId	String	False		255	The applied-to reference identifier. This is the Id of an existing transaction that a payment can be applied to such as a JournalEntry, or an Invoice.
AppliedToAmount	Decimal	True			The amount to be applied.
AppliedToBalanceRemaining	Double	True			The balance remaining to be applied.
AppliedToCreditAppliedAmount	Decimal	False			The credit applied amount to be applied.
AppliedToCreditMemoId	String	False	CreditMemos.ID	255	The credit memo Id to be applied.
AppliedToDiscountAccountName	String	False		1000	The discount account name to be applied.
AppliedToDiscountAccountId	String	False	Accounts.ID	255	The discount account Id to be applied.
AppliedToDiscountAmount	Decimal	False			The discount amount to be applied.
AppliedToPaymentAmount	Decimal	False			The payment amount to be applied.
AppliedToReferenceNumber	String	True		21	The ref number to be applied.
AppliedToTxnDate	Date	True			The transaction date to be applied.
AppliedToTxnType	String	True		100	The transaction type that was applied.
TimeModified	Datetime	True			When the receive payment was last modified.
TimeCreated	Datetime	True			When the receive payment was created.

Pseudo-Columns

Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.