Tableau Connector for QuickBooks

Build 24.0.9062

Transactions

Query QuickBooks transactions. You may search the Transactions using a number of values including Type, Entity, Account, ReferenceNumber, Item, Class, Date, and TimeModified.

Columns

Name Type References Description
ID String The unique identifier of the transaction.
TxnLineId String The id of the individual line item.
Type String The transaction type of the result.
Date Date The date of the transaction.
Entity String The name of the entity associated with the transaction. For example, the name of a customer, vendor, employee, or other name.
EntityId String The Id of the entity associated with the transaction. For example, the name of a customer, vendor, employee, or other name.
AccountName String The name of the account associated with the transaction.
AccountId String

Accounts.ID

The Id of the account associated with the transaction.
ReferenceNumber String The reference number of the transaction, if applicable.
Amount Decimal The amount of the transaction.
CurrencyName String The name of the currency for this customer. A minimum QBXML Version of 8.0 is required for this feature.
CurrencyId String

Currency.ID

The unique Id of the currency for this customer. A minimum QBXML Version of 8.0 is required for this feature.
ExchangeRate Double The market price for which this currency can be exchanged for the currency used by the QuickBooks company file as the home currency.
AmountInHomeCurrency Decimal The amount of the transaction in units of the home currency.
Memo String The memo appearing on the transaction.
TimeModified Datetime When the transaction was last modified.
TimeCreated Datetime When the transaction 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.

Name Type Description
ItemName String The item name appearing in the transaction.
ItemId String The item Id appearing in the transaction.
ClassName String The class name applied to the transaction.
ClassId String The class Id applied to the transaction.
PostingStatus String The posting status of transactions to return.

使用できる値は次のとおりです。Either, NonPosting, Posting

デフォルト値はEitherです。

PaidStatus String The paid status of transactions to return. Enter either true or false.
DetailLevel String The level of detail to use when filtering objects.

使用できる値は次のとおりです。All, AllExceptSummary, SummaryOnly

デフォルト値はSummaryOnlyです。

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Build 24.0.9062