SalesOrderLineItems

Manages individual line items in QuickBooks Sales Orders, supporting creation, updates, deletion, and queries for order management.

Table Specific Information

SalesOrders may be inserted, queried, or updated via the SalesOrders or SalesOrderLineItems table. SalesOrders may be deleted by using the SalesOrders 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 SalesOrders 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 SalesOrderLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

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

INSERT INTO SalesOrderLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Repairs', 1)
INSERT INTO SalesOrderLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Removal', 2)
INSERT INTO SalesOrderLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM SalesOrderLineItems#TEMP

Inserting Into an Existing SalesOrder

To add a SalesOrderLineItem to an existing SalesOrder, specify the SalesOrderId, the Item's name, and the Item's Quanitiy. For example:

INSERT INTO SalesOrderLineItems (SalesOrderId, ItemName, ItemQuantity) VALUES ('SalesOrderId', '01Item1', 1)

Columns


Name	Type	ReadOnly	References	ColumnSize	Description
ID [KEY]	String	True		255	A unique identifier combining the sales order ID and the line item ID, formatted as SalesOrderId\|ItemLineId.
SalesOrderId	String	False	SalesOrders.ID	255	The unique identifier of the sales order associated with this line item.
ReferenceNumber	String	False		21	The reference number assigned to the transaction, used for tracking and customer communication.
TxnNumber	Integer	True			An internal transaction number assigned to the sales order, distinct from the Quickbooks generated ID.
CustomerName	String	False		1000	The name of the customer associated with the sales order. This value is required when inserting data.
CustomerId	String	False	Customers.ID	255	The unique QuickBooks ID of the customer linked to the sales order.
Date	Date	False			The date when the sales order was created or last modified.
ShipMethod	String	False		1000	The shipping method used for the sales order, such as FedEx or USPS.
ShipMethodId	String	False	ShippingMethods.ID	255	The unique identifier of the shipping method.
ShipDate	Date	False			The date when the items in the sales order are scheduled to be shipped.
Memo	String	False		5000	Additional notes or details about this sales order, often used for internal tracking.
Class	String	False		1000	A category or classification for the sales order, such as department or location.
ClassId	String	False	Class.ID	255	The unique identifier for the class associated with this sales order.
TotalAmount	Decimal	False			The total amount of the sales order, including all line items.
DueDate	Date	False			The date by which payment for this sales order is due.
Message	String	False		101	A custom message intended for the customer, such as special instructions or greetings.
MessageId	String	False	CustomerMessages.ID	255	The unique identifier of the message sent to the customer.
SalesRep	String	False		5	The initials or name of the sales representative handling the transaction.
SalesRepId	String	False	SalesReps.ID	255	The unique identifier for the sales representative.
Template	String	False		100	The name of the template used to format the sales order, such as a custom invoice layout.
TemplateId	String	False	Templates.ID	255	The unique identifier for the template applied to the sales order.
CurrencyName	String	False		64	The name of the currency used for the sales order, such as USD or EUR.
CurrencyId	String	False	Currency.ID	255	The unique identifier for the currency used in the sales order.
ExchangeRate	Double	False			The exchange rate applied if the sales order uses a currency different from the home currency.
TotalAmountInHomeCurrency	Decimal	False			The total amount of the sales order converted to the home currency.
BillingAddress	String	True			The complete billing address associated with the sales order.
FOB	String	False		13	Indicates the point of transfer of ownership for shipped goods, such as 'Origin' or 'Destination.'
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 of the billing address.
BillingState	String	False		255	The state or province of the billing address.
BillingPostalCode	String	False		30	The postal or ZIP code of the billing address.
BillingCountry	String	False		255	The country of the billing address.
BillingNote	String	False		41	Additional notes related to the billing address.
ShippingAddress	String	True			The complete shipping address for the sales order.
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 of the shipping address.
ShippingState	String	False		255	The state or province of the shipping address.
ShippingPostalCode	String	False		30	The postal or ZIP code of the shipping address.
ShippingCountry	String	False		255	The country of the shipping address.
ShippingNote	String	False		41	Additional notes related to the shipping address.
Subtotal	Decimal	True			The gross subtotal for the sales order, excluding tax and payments received.
Tax	Double	True			The total sales tax applied to this sales order.
TaxItem	String	False		100	A specific sales tax item associated with this sales order.
TaxItemId	String	False	SalesTaxItems.ID	255	The unique identifier for the sales tax item.
TaxPercent	Double	True			The percentage of sales tax applied.
PONumber	String	False		41	The purchase order number associated with the sales order.
Terms	String	False		100	The payment terms agreed upon for the sales order, such as 'Net 30'.
TermsId	String	False		255	The unique identifier for the payment terms.
ItemLineId	String	True		255	The unique identifier for the specific line item in the sales order.
ItemLineNumber	String	True		255	The sequential number of the line item within the sales order.
ItemName	String	False			The name of the item listed in this line.
ItemId	String	False	Items.ID	255	The unique identifier for the item in this line.
ItemGroup	String	False		100	The group or category this item belongs to, if applicable.
ItemGroupId	String	False	Items.ID	255	The unique identifier for the item group.
ItemDescription	String	False		5000	A detailed description of the item.
ItemQuantity	Double	False			The quantity of the item ordered in this line.
ItemRate	Double	False			The rate charged per unit of this item.
ItemRatePercent	Double	False			The discount or surcharge percentage applied to the item rate.
ItemTaxCode	String	False		3	The tax code applied to this item, indicating if it is taxable or non-taxable.
ItemTaxCodeId	String	False	SalesTaxCodes.ID	255	The unique identifier for the tax code of this item.
ItemInvoicedAmount	Decimal	True			The portion of this item's amount that has been invoiced.
ItemUnitOfMeasure	String	False		31	The unit of measure for the item, such as 'Each' or 'Box.'
ItemAmount	Decimal	False			The total amount for this item, considering quantity and rate.
ItemClass	String	False		1000	The class or category associated with this item.
ItemClassId	String	False	Class.ID	255	The unique identifier for the class associated with this item.
ItemInventorySiteName	String	False		1000	The inventory site where this item is stored. Requires QBXML version 10.0 or higher.
ItemInventorySiteId	String	False	InventorySites.ID	255	The unique identifier for the inventory site. Requires QBXML version 10.0 or higher.
ItemSerialNumber	String	False		5000	The serial number of this item, applicable to serialized inventory. Requires QBXML version 11.0 or higher.
ItemLotNumber	String	False		40	The lot number of this item, applicable to lot-tracked inventory. Requires QBXML version 11.0 or higher.
ItemExpirationDateForSerialLotNumber	String	True			The expiration date for this item's serial or lot number. Supported from QB Desktop 2023 version 3 and SDK 16.0.
ItemIsManuallyClosed	String	False		10	Indicates whether this line item has been manually closed.
ItemOther1	String	False		29	A custom field for additional details about the item (requires QBXML version 6.0 or higher).
ItemOther2	String	False		29	Another custom field for the item (requires QBXML version 6.0 or higher).
ItemCustomFields	String	False			Custom fields containing additional metadata for the item.
ItemUOMSetFullName	String	False		1000	The full name of the unit of measure set for this item.
ItemUOMSetListID	String	False	UnitOfMeasure.ID	1000	The unique identifier for the unit of measure set.
ItemIsGetPrintItemsInGroup	String	False		1000	Indicates whether group items and their details should appear on printed forms.
CustomerTaxCode	String	False		3	The tax code specific to the customer for this sales order.
CustomerTaxCodeId	String	False	SalesTaxCodes.ID	255	The unique identifier for the customer's tax code.
IsToBePrinted	Boolean	False			Indicates whether this sales order is flagged for printing.
IsToBeEmailed	Boolean	False			Indicates whether this sales order is flagged for emailing.
IsManuallyClosed	String	False		10	Indicates whether this sales order has been manually closed.
IsFullyInvoiced	Boolean	True			Indicates whether all items in this sales order have been invoiced.
IsTaxIncluded	Boolean	False			Indicates whether the tax is included in the amounts for this sales order.
CustomFields	String	False			Custom fields containing additional metadata for the sales order.
EditSequence	String	True		16	A versioning identifier for the current state of the sales order.
TimeModified	Datetime	True			The date and time when this sales order was last modified.
TimeCreated	Datetime	True			The date and time when this sales order was initially 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
ItemPriceLevel	String	The price level applied to items in this sales order. QuickBooks does not return this directly.