Power BI Connector for QuickBooks

Build 23.0.8839

SalesOrders

Create, update, delete, and query QuickBooks Sales Orders.

Table Specific Information

SalesOrders may be inserted, queried, or updated via the SalesOrders or SalesOrderLineItems table. SalesOrders may be deleted by using the SalesOrders 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 allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesOrders are Id, Date, TimeModified, ReferenceNumber, CustomerName, and CustomerId. 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 SalesOrders WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a SalesOrder, specify the Customer and at least one Line Item. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the SalesOrderLineItems tables and it starts with Item. For example, the following will insert a new SalesOrder with two Line Items:

INSERT INTO SalesOrders (CustomerName, ItemAggregate) 
VALUES ('Cook, Brian',
'<SalesOrderLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</SalesOrderLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns

Name Type ReadOnly References ColumnSize Description
ID [KEY] String True 255

The unique identifier.

ReferenceNumber String False 21

Transaction reference number.

TxnNumber Integer True

The transaction number. An identifying number for the transaction, different from the QuickBooks-generated Id.

CustomerName String False 1000

Customer name this transaction is recorded under. This is required to have a value when inserting.

CustomerId String False

Customers.ID

255

Customer Id this transaction is recorded under.

Date Date False

Transaction date.

ShipMethod String False 1000

Shipping method.

ShipMethodId String False

ShippingMethods.ID

255

Shipping method.

ShipDate Date False

Shipping date.

Memo String False 5000

Memo regarding this transaction.

Class String False 1000

A reference to the class of the transaction.

ClassId String False

Class.ID

255

A reference to the class of the transaction.

TotalAmount Decimal False

Total amount for this transaction.

DueDate Date False

Date the payment is due.

Message String False 101

Message to the customer.

MessageId String False

CustomerMessages.ID

255

Message to the customer.

SalesRep String False 5

Reference to (the initials of) the sales rep.

SalesRepId String False

SalesReps.ID

255

Reference to the sales rep.

Template String False 100

The name of an existing template to apply to the transaction.

TemplateId String False

Templates.ID

255

The Id of an existing template to apply to the transaction.

CurrencyName String False 64

Name of the currency code used for this sales order.

CurrencyId String False

Currency.ID

255

Id of the currency code used for this sales order.

ExchangeRate Double False

Currency exchange rate for this sales order.

TotalAmountInHomeCurrency Decimal False

Returned for transactions in currencies different from the merchant's home currency.

FOB String False 13

Freight on board: The place to ship from.

BillingAddress String True

Full billing address returned by QuickBooks.

BillingLine1 String False 500

First line of the billing address.

BillingLine2 String False 500

Second line of the billing address.

BillingLine3 String False 500

Third line of the billing address.

BillingLine4 String False 500

Fourth line of the billing address.

BillingLine5 String False 41

Fifth line of the billing address.

BillingCity String False 255

City name for the billing address.

BillingState String False 255

State name for the billing address.

BillingPostalCode String False 30

Postal code for the billing address.

BillingCountry String False 255

Country for the billing address.

BillingNote String False 41

Note for the billing address.

ShippingAddress String True

Full shipping address returned by QuickBooks.

ShippingLine1 String False 500

First line of the shipping address.

ShippingLine2 String False 500

Second line of the shipping address.

ShippingLine3 String False 500

Third line of the shipping address.

ShippingLine4 String False 500

Fourth line of the shipping address.

ShippingLine5 String False 41

Fifth line of the shipping address.

ShippingCity String False 255

City name for the shipping address.

ShippingState String False 255

State name for the shipping address.

ShippingPostalCode String False 30

Postal code for the shipping address.

ShippingCountry String False 255

Country for the shipping address.

ShippingNote String False 41

Note for the shipping address.

Subtotal Decimal True

Gross subtotal. This does not include tax or the amount already paid.

Tax Double True

Total sales tax applied to this transaction.

TaxItem String False 100

A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.

TaxItemId String False

SalesTaxItems.ID

255

A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.

TaxPercent Double True

Percentage charged for sales tax.

PONumber String False 41

Purchase order number.

Terms String False 100

Payment terms.

TermsId String False 255

Payment terms.

ItemCount Integer True

The count of item entries for this transaction.

ItemAggregate String False 5000

An aggregate of the line item data which can be used for adding a SalesOrders and its Line Item data.

TransactionCount Integer True

The count of related transactions to the bill.

TransactionAggregate String True 5000

An aggregate of the linked transaction data.

CustomerTaxCode String False 3

The tax code specific to this customer.

CustomerTaxCodeId String False

SalesTaxCodes.ID

255

The tax code specific to this customer.

IsPrinted Boolean True

Whether this invoice is to be printed.

IsManuallyClosed String False 10

Whether this sales order is manually closed.

IsFullyInvoiced Boolean True

Whether this sales order is fully invoiced.

IsTaxIncluded Boolean False

Determines if tax is included in the transaction amount.

IsToBePrinted Boolean False

Whether this sales order is to be printed.

IsToBeEmailed Boolean False

Whether this sales order is to be emailed.

Other String False 29

A predefined QuickBooks custom field.

CustomFields String False

Custom fields returned from QuickBooks and formatted into XML.

EditSequence String True 16

An identifier used for versioning for this copy of the object.

TimeModified Datetime True

When the sales order was last modified.

TimeCreated Datetime True

When the sales order was created.

ShippingDetailTrackingID Integer True

The Tracking ID of Sales order which is already shipped.

ShippingDetailCarrierName String True

The Carries Name of Sales Order which is already shipped.

ShippingDetailShippingMethod String True

The Shipping Method of Sales Order which is already shipped.

ShippingDetailShippingCharges Decimal True

The Shipping Charges of Sales Order which is already shipped.

FulfillmentStatus String True

The Sales order Fulfillment Status details.

SOChannel String True

Sales Channel Name.

StoreName String True

Sales Store Name.

StoreType String True

Sales Store type.

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.

Name Type Description
Item* String

All line-item-specific columns may be used in insertions.

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Build 23.0.8839