Accounts

Manages QuickBooks Accounts, allowing users to create, update, delete, and query account data. Ensure the QBXML Version is set to 6.0 or higher for updates.

Table Specific 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 typically be used with only the equals or = comparison. The available columns for Accounts are Id, Name, Type, IsActive, and TimeModified. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. Name may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Accounts WHERE Name LIKE '%Bank%' AND TimeModified > '1/1/2011' AND TimeModified < '2/1/2011'

Insert

To add an Account, specify the Name and Type fields.

Columns


Name	Type	ReadOnly	References	ColumnSize	Description
ID [KEY]	String	True		255	The unique identifier assigned to the account in QuickBooks. This value is required and serves as a primary key.
Name	String	False		31	The name of the account. This must have a value when inserting a new account and is used for identification in QuickBooks.
FullName	String	True		1000	The complete hierarchical name of the account, including all parent accounts, formatted as Parent:AccountName.
Type	String	False		100	The type of the account, such as Expense, Income, or Bank. Defines the account's role in financial transactions. 使用できる値は次のとおりです。AccountsPayable, AccountsReceivable, Bank, CostOfGoodsSold, CreditCard, Equity, Expense, FixedAsset, Income, LongTermLiability, NonPosting, OtherAsset, OtherCurrentAsset, OtherCurrentLiability, OtherExpense, OtherIncome
SpecialType	String	True		100	Specifies the special account type in QuickBooks, if applicable, such as Accounts Receivable or Accounts Payable. 使用できる値は次のとおりです。AccountsPayable, AccountsReceivable, CondenseItemAdjustmentExpenses, CostOfGoodsSold, DirectDepositLiabilities, Estimates, ExchangeGainLoss, InventoryAssets, ItemReceiptAccount, OpeningBalanceEquity, PayrollExpenses, PayrollLiabilities, PettyCash, PurchaseOrders, ReconciliationDifferences, RetainedEarnings, SalesOrders, SalesTaxPayable, UncategorizedExpenses, UncategorizedIncome, UndepositedFunds
Number	String	False			The account number, typically used for bank accounts or other numeric identifiers.
Balance	Double	True			The total balance of the account, including amounts from all associated subaccounts.
AccountBalance	Double	True			The balance of the account itself, excluding balances from any subaccounts.
BankAccount	String	False			The bank account number or an identifying note for this account, used for reference in banking transactions.
Description	String	False		200	A detailed textual description of the account, used to provide additional context or notes.
IsActive	Boolean	False			Indicates whether the account is currently active and available for use in QuickBooks.
ParentName	String	False			References the name of the parent account. If specified, this account is treated as a subaccount of the parent.
ParentId	String	False	Accounts.ID	255	References the unique identifier of the parent account. If specified, this account is treated as a subaccount or job under the parent.
Sublevel	Integer	True			Indicates the hierarchical level of the account. The value represents the number of ancestor accounts.
CurrencyName	String	False		64	The name of the currency used for the account. Requires a minimum QBXML version of 8.0.
CurrencyId	String	False	Currency.ID	255	The unique identifier of the currency assigned to the account. Requires a minimum QBXML version of 8.0.
CashFlowClassification	String	True			Indicates how the account is classified for cash flow reporting. Possible values include None, Operating, Investing, Financing, or NotApplicable.
TaxLineName	String	True		256	The name of the tax form line associated with this account, if any. Check CompanyInfo for details on the tax form used in the company file.
TaxLineId	String	False		255	The unique identifier of the tax form line associated with this account, if any. Requires QBXML version 7.0 or later to modify.
TimeModified	Datetime	True			The timestamp of the last modification made to the account in QuickBooks.
TimeCreated	Datetime	True			The timestamp of when the account was initially created in QuickBooks.

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.