StatementCharges
Manages QuickBooks Statement Charges, supporting creation, updates, deletion, and queries for customer billing statements.
Table Specific Information
To add a StatementCharge, specify the CustomerName or CustomerId and the ItemName or ItemId.
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 StatementCharges are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, IsPaid, AccountsReceivable, and AccountsReceivableId. 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 StatementCharges WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'
Columns
| Name | Type | ReadOnly | References | ColumnSize | Description |
| ID [KEY] | String | True | 255 |
The unique identifier for the statement charge. This is used to uniquely identify each record in QuickBooks. | |
| TxnNumber | Integer | True |
The transaction number, which provides an additional identifier for the transaction but is not the Quickbooks generated ID. | ||
| ReferenceNumber | String | False |
The reference number assigned to this statement charge. Typically used for tracking or reconciliation purposes. | ||
| CustomerName | String | False | 1000 |
The name of the customer associated with this statement charge. Either CustomerName or CustomerId must be provided when creating a record. | |
| CustomerId | String | False |
Customers.ID | 255 |
The unique identifier for the customer associated with this statement charge. Either CustomerName or CustomerId must be provided when creating a record. |
| Date | Date | False |
The date when the transaction occurred. This is the primary transaction date recorded in QuickBooks. | ||
| ItemName | String | False |
The name of the item associated with this statement charge. This is a reference to the product or service being billed. | ||
| ItemId | String | False |
Items.ID |
The unique identifier of the item associated with this statement charge. This links the charge to the corresponding product or service in QuickBooks. | |
| Quantity | Double | False |
The quantity of the item being billed in this statement charge. Relevant for inventory items or services billed per unit. | ||
| UnitOfMeasure | String | False | 31 |
The unit of measure selected for the transaction line item. This value must be the base unit if only a single unit of measure per item is enabled. Requires QBXML Version 7.0 or later. | |
| OverrideUnitOfMeasure | String | False | 100 |
The unit of measure used to override the default for this transaction line. Specify the unit of measure set from which the value is chosen. Requires QBXML Version 7.0 or later. | |
| OverrideUnitOfMeasureId | String | False |
The unique identifier for the unit of measure set used to override the default for this transaction line. Requires QBXML Version 7.0 or later. | ||
| Rate | Double | False |
The rate charged per unit of the item for this statement charge. | ||
| Amount | Decimal | False |
The total monetary value of the transaction. This is calculated as Rate multiplied by Quantity. | ||
| Balance | Double | True |
The remaining balance for this statement charge. This represents the amount still owed. | ||
| Description | String | False |
A descriptive text field providing details about the statement charge. This is often used for additional context or notes. | ||
| AccountsReceivable | String | False | 1000 |
The name of the accounts-receivable account where the transaction amount will be recorded. | |
| AccountsReceivableId | String | False |
Accounts.ID |
The unique identifier for the accounts-receivable account where the transaction amount will be recorded. | |
| Class | String | False | 1000 |
The name of the class associated with this transaction. Classes are used to categorize transactions for reporting purposes. | |
| ClassId | String | False |
Class.ID |
The unique identifier of the class associated with this transaction. | |
| BilledDate | Date | False |
The date when the customer was billed for this transaction. | ||
| DueDate | Date | False |
The date when payment for this statement charge is due. This helps track overdue transactions. | ||
| IsPaid | Boolean | True |
Indicates whether the statement charge has been fully paid. True means it has been paid, and false means it is outstanding. | ||
| CustomFields | String | False |
Custom fields specific to this statement charge, formatted as XML. These fields provide additional user-defined details. | ||
| EditSequence | String | True | 16 |
An identifier used for versioning this record. This changes each time the record is modified. | |
| TimeModified | Datetime | True |
The date and time when this statement charge was last updated in QuickBooks. | ||
| TimeCreated | Datetime | True |
The date and time when this statement charge was initially created in QuickBooks. |