データモデル
The CData Power BI Connector for QuickBooks models QuickBooks data as an easy-to-use SQL database. There are three parts to the data model: tables, views, and stored procedures.
Tables
The テーブル section, which details standard SQL tables, and the ビュー section, which lists read-only SQL tables, contain samples of what you might have access to in your QuickBooks account.
Common tables include:
Table | Description |
Accounts | Manages accounts, allowing users to create, update, delete, and query account data. |
Customers | Handles customers, supporting creation, updates, deletion, and queries for managing customer data effectively. |
Vendors | Manages vendors, supporting creation, updates, deletion, and queries for supplier relationship management. |
Invoices | Handles invoices, supporting creation, updates, deletion, and queries for billing and receivables tracking. |
Bills | Handles the management of bills, including creating, updating, deleting, and querying data for expense tracking. |
ReceivePayments | Manages receive payment transactions, supporting creation, updates, deletion, and queries for customer payments. |
Items | Manages items, including creation, updates, deletion, and queries for inventory and service tracking. |
JournalEntries | Handles journal entries, supporting creation, updates, deletion, and queries for accounting adjustments. |
Employees | Manages employees, allowing creation, updates, deletion, and queries for employee records and payroll data. |
PurchaseOrders | Handles purchase orders, supporting creation, updates, deletion, and queries for supplier management. |
SalesReceipts | Handles sales receipts, supporting creation, updates, deletion, and queries for tracking point-of-sale transactions. |
CreditMemos | Manages credit memos, supporting creation, updates, deletion, and queries for issuing and tracking customer credits. |
Estimates | Handles estimates, including creation, updates, deletion, and queries for tracking potential sales. |
TimeTracking | Manages time tracking events, supporting creation, updates, deletion, and queries for employee or job time entries. |
Deposits | Manages deposits, allowing users to create, update, delete, and query financial deposits. |
Transfers | Manages transfers, supporting creation, updates, and queries for tracking movement of funds between accounts. |
CreditCardCharges | Manages credit card charges, allowing users to create, update, delete, and query financial transactions. |
CreditCardCredits | Manages credit card credits, allowing users to create, update, delete, and query credit transactions for accurate accounting. |
SalesOrders | Handles sales orders, supporting creation, updates, deletion, and queries for tracking customer orders. |
PaymentMethods | Handles payment methods, supporting creation, updates, deletion, and queries for payment categorization. |
Note: During bulk insert operations, the 本製品 only supports multiple values for aggregate columns. Other columns allow single values.
API limitations and requirements are documented in each table.
Stored Procedures
ストアドプロシージャ are actions that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, including exposing QuickBooks reports as tables, merging accounts, and voiding transactions.