EstimateLineItems

Manages individual line items within QuickBooks Estimates, supporting creation, updates, deletion, and queries for sales planning.

Table Specific Information

Estimates may be inserted, queried, or updated via the Estimates or EstimateLineItems tables. Estimates may be deleted by using the Estimates 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 Estimates are Id, ReferenceNumber, Date, TimeModified, 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 EstimateLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Estimate, specify a Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new Estimate transaction. For example, the following will insert a new Estimate with two Line Items:

INSERT INTO EstimateLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Repairs', 1)
INSERT INTO EstimateLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Removal', 2)
INSERT INTO EstimateLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM EstimateLineItems#TEMP

Columns


Name	Type	ReadOnly	References	ColumnSize	Description
ID [KEY]	String	True		255	A unique identifier for the estimate line item, formatted as EstimateId\|ItemLineId.
EstimateId	String	False	Estimates.ID	255	A unique identifier for the estimate associated with this line item.
ReferenceNumber	String	False		21	A user-defined reference number for the transaction.
TxnNumber	Integer	True			A unique transaction number assigned by QuickBooks, different from the internal identifier.
CustomerName	String	False		1000	The name of the customer linked to the estimate. This is required when creating an estimate.
CustomerId	String	False	Customers.ID	255	The internal ID of the customer associated with the estimate. This is required when creating an estimate.
Date	Date	False			The date when the estimate was created.
Memo	String	False		5000	Additional notes or details about this estimate.
TotalAmount	Double	True			The total monetary value of the estimate, including all line items and charges.
ItemLineID	String	True		255	A unique identifier for a specific line item within the estimate.
ItemLineNumber	String	True		255	The sequential number for a line item in the estimate.
ItemName	String	False			The name of the product or service associated with this line item.
ItemId	String	False	Items.ID	255	The unique ID of the product or service associated with this line item.
ItemGroup	String	False		100	The name of the item group this line belongs to, if applicable.
ItemGroupId	String	False	Items.ID	255	The unique ID of the item group this line belongs to, if applicable.
ItemDescription	String	False		5000	A detailed description of the product or service in this line item.
ItemUnitOfMeasure	String	False		31	The unit of measure for the item, selected from predefined options.
ItemQuantity	Double	False			The quantity of the item specified in this line.
ItemRate	Double	False			The rate per unit for the item in this line.
ItemRatePercent	Double	False			The percentage rate applicable to this item, if charged as a percentage.
ItemTaxCode	String	False		3	Indicates whether the item is taxable or non-taxable.
ItemTaxCodeId	String	False	SalesTaxCodes.ID	255	The unique ID of the tax code applied to this item.
ItemAmount	Decimal	False			The total amount for this line item, calculated as quantity times rate.
ItemClass	String	False		1000	The class assigned to this item, useful for categorization or reporting.
ItemClassId	String	False	Class.ID	255	The unique ID of the class assigned to this item.
ItemInventorySiteId	String	False		255	The ID of the inventory site where this item is stored, applicable only with the Advanced Inventory add-on.
ItemInventorySiteName	String	False	InventorySites.ID	31	The name of the inventory site where this item is stored.
ItemMarkupRate	Double	False			The rate of markup applied to the base cost of this item.
ItemMarkupRatePercent	Double	False			The markup percentage applied to the base cost of this item.
ItemOther1	String	False		29	A custom field for additional information about this item.
ItemOther2	String	False		29	Another custom field for additional information about this item.
ItemCustomFields	String	False			Custom fields specific to this line item, formatted as XML.
ItemUOMSetFullName	String	False		1000	The full name of the unit of measure set applied to the item.
ItemUOMSetListID	String	False	UnitOfMeasure.ID	1000	The unique ID of the unit of measure set applied to the item.
ItemIsGetPrintItemsInGroup	String	False		1000	Specifies whether the details of this group should appear on printed forms.
Message	String	False		101	A message or note intended for the customer.
MessageId	String	False	CustomerMessages.ID	1000	The unique ID of the customer message.
Class	String	False		1000	The class assigned to this transaction, useful for tracking and reporting.
ClassId	String	False	Class.ID	255	The unique ID of the class assigned to this transaction.
SalesRep	String	False		5	The initials or reference to the sales representative associated with this transaction.
SalesRepId	String	False	SalesReps.ID	255	The unique ID of the sales representative associated with this transaction.
FOB	String	False		13	The location where ownership transfers, often used in shipping agreements.
BillingAddress	String	True			The complete billing address for the transaction.
BillingLine1	String	False		500	The first line of the billing address.
BillingLine2	String	False		500	The second line of the billing address.
BillingLine3	String	False		500	The third line of the billing address.
BillingLine4	String	False		500	The fourth line of the billing address.
BillingLine5	String	False		41	The fifth line of the billing address.
BillingCity	String	False		255	The city in the billing address.
BillingState	String	False		255	The state or region in the billing address.
BillingPostalCode	String	False		30	The postal or ZIP code in the billing address.
BillingCountry	String	False		255	The country in the billing address.
BillingNote	String	False		41	Notes or additional information about the billing address.
ShippingAddress	String	True			The complete shipping address for the transaction.
ShippingLine1	String	False		500	The first line of the shipping address.
ShippingLine2	String	False		500	The second line of the shipping address.
ShippingLine3	String	False		500	The third line of the shipping address.
ShippingLine4	String	False		500	The fourth line of the shipping address.
ShippingLine5	String	False		41	The fifth line of the shipping address.
ShippingCity	String	False		255	The city in the shipping address.
ShippingState	String	False		255	The state or region in the shipping address.
ShippingPostalCode	String	False		30	The postal or ZIP code in the shipping address.
ShippingCountry	String	False		255	The country in the shipping address.
ShippingNote	String	False		41	Notes or additional information about the shipping address.
Subtotal	Double	True			The subtotal of all line items, excluding taxes and adjustments.
Tax	Double	True			The total sales tax applied to this transaction.
TaxItem	String	False		100	The name of the sales tax item applied to this transaction.
TaxItemId	String	False	SalesTaxItems.ID	255	The unique ID of the sales tax item applied to this transaction.
TaxPercent	Double	True			The percentage rate of sales tax applied.
IsActive	Boolean	False			Indicates whether this estimate is active.
IsToBeEmailed	Boolean	False			Indicates whether this estimate is set to be emailed to the customer.
IsTaxIncluded	Boolean	False			Indicates whether taxes are included in the total amount.
PONumber	String	False		25	The purchase order number associated with this estimate.
Terms	String	False		100	The payment terms for this estimate.
TermsId	String	False		255	The unique ID of the payment terms applied to this estimate.
Template	String	False		100	The name of the template used for this estimate.
TemplateId	String	False	Templates.ID	255	The unique ID of the template used for this estimate.
CustomerSalesTaxName	String	False		3	The name of the sales tax information associated with the customer.
CustomerSalesTaxId	String	False	SalesTaxCodes.ID	255	The unique ID of the sales tax information associated with the customer.
ExchangeRate	Double	False			The exchange rate applied to this transaction.
DueDate	Date	True			The date when payment for this estimate is due.
CustomFields	String	False			Custom fields specific to this estimate, formatted as XML.
EditSequence	String	True		16	A versioning identifier for this estimate.
TimeModified	Datetime	True			The date and time when this estimate was last modified.
TimeCreated	Datetime	True			The date and time when this estimate 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.