Estimates

Create, update, delete, and query QuickBooks Estimates.

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 typically be used with only the equals or = comparison. The available columns for Estimates are Id, Date, TimeModified, ReferenceNumber, 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 Estimates 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. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the EstimateLineItems table and it starts with Item. For example, the following will insert a new Estimate with two Line Items:

INSERT INTO Estimates (CustomerName, ItemAggregate) 
VALUES ('Abercrombie, Kristy', 
'<EstimateLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</EstimateLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	ColumnSize	Description
ID [KEY]	String	True		255	The unique identifier.
ReferenceNumber	String	False		21	Transaction reference number.
TxnNumber	Integer	True			The transaction number. An identifying number for the transaction, different from the QuickBooks-generated Id.
CustomerName	String	False		1000	Customer name this transaction is recorded under. This is required to have a value when inserting.
CustomerId	String	False	Customers.ID	255	Customer Id this transaction is recorded under. This is required to have a value when inserting.
Date	Date	False			Transaction date.
Memo	String	False		5000	Memo regarding this transaction.
TotalAmount	Decimal	True			Total amount for this transaction.
Message	String	False		101	Message to the customer.
MessageId	String	False	CustomerMessages.ID	255	Message to the customer.
Class	String	False		1000	A reference to the class of the transaction.
ClassId	String	False	Class.ID	255	A reference to the class of the transaction.
SalesRep	String	False		5	Reference to (initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	255	Reference to (ID of) the sales rep.
FOB	String	False		13	Freight on board: The place to ship from.
BillingAddress	String	True			Full billing address returned by QuickBooks.
BillingLine1	String	False		500	First line of the billing address.
BillingLine2	String	False		500	Second line of the billing address.
BillingLine3	String	False		500	Third line of the billing address.
BillingLine4	String	False		500	Fourth line of the billing address.
BillingLine5	String	False		41	Fifth line of the billing address.
BillingCity	String	False		255	City name for the billing address.
BillingState	String	False		255	State name for the billing address.
BillingPostalCode	String	False		30	Postal code for the billing address.
BillingCountry	String	False		255	Country for the billing address.
BillingNote	String	False		41	Note for the billing address.
ShippingAddress	String	True			Full shipping address returned by QuickBooks. Requires QBBXML Version 7.0 or higher.
ShippingLine1	String	False		500	First line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine2	String	False		500	Second line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine3	String	False		500	Third line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine4	String	False		500	Fourth line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine5	String	False		41	Fifth line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingCity	String	False		255	City name for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingState	String	False		255	State name for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingPostalCode	String	False		30	Postal code for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingCountry	String	False		255	Country for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingNote	String	False		41	Note for the shipping address. Requires QBBXML Version 7.0 or higher.
Subtotal	Decimal	True			Gross subtotal. This does not include tax/amount already paid.
Tax	Double	True			Total sales tax applied to this transaction.
TaxItem	String	False		100	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	255	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True			Percentage charged for sales tax.
IsActive	Boolean	False			Whether or not the estimate is active.
IsToBeEmailed	Boolean	False			Whether or not this email is to be emailed.
IsTaxIncluded	Boolean	False			Determines if tax is included in the transaction amount. Available in only international editions of QuickBooks.
PONumber	String	False		25	The purchase order number.
Terms	String	False		100	A reference to the terms of payment, predefined within QuickBooks.
TermsId	String	False		255	A reference to the terms of payment, predefined within QuickBooks.
Template	String	False		100	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	255	The Id of an existing template to apply to the transaction.
CustomerSalesTaxName	String	False		3	Reference to sales tax information for the customer.
CustomerSalesTaxId	String	False	SalesTaxCodes.ID	255	Reference to sales tax information for the customer.
ExchangeRate	Double	False			Indicates the exchange rate for the transaction.
DueDate	Date	True			Date when credit is due.
Other	String	False		29	Other data associated with the estimate.
ItemCount	Integer	True			A count of the line items.
ItemAggregate	String	False		5000	An aggregate of the line item data which can be used for adding a estimates and its line item data.
TransactionCount	Integer	True			The count of related transactions to the estimates.
TransactionAggregate	String	True		5000	An aggregate of the linked transaction data.
CustomFields	String	False			Custom fields returned from QuickBooks and formatted into XML.
EditSequence	String	True		16	An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True			When the estimate was last modified.
TimeCreated	Datetime	True			When the 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.