SSIS Components for QuickBooks

Build 24.0.9175

SalesReps

Manages QuickBooks Sales Representatives, allowing creation, updates, deletion, and queries for tracking sales activities.

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 only be used with the equals or = comparison. The available columns for SalesReps are Id, TimeModified, Initial, and IsActive. 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 SalesReps WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Initial LIKE '%12345%'

Insert

To insert a SalesRep, specify the Initial column and an existing SalesRepEntityRef. The SalesRepEntityRef can be taken from an existing entity (Employee, Vendor, or OtherName).

Columns

Name Type ReadOnly References ColumnSize Description
ID [KEY] String True 255

The unique identifier for the sales representative, used for tracking and referencing within QuickBooks.

Initial String False 5

The initials of the sales representative. These must be unique for each sales rep and are used as shorthand identifiers in records and reports.

IsActive Boolean False

Indicates whether the sales representative is currently active and available for assignment in QuickBooks.

SalesRepEntityRef_FullName String False 1000

The full name of the sales representative, linked to the employee, vendor, or other-name list in QuickBooks. When adding or updating, you can provide this field or SalesRepEntityRef_ListId, but not both.

SalesRepEntityRef_ListId String False 255

The unique identifier of the sales representative from the employee, vendor, or other-name list in QuickBooks. When adding or updating, you can provide this field or SalesRepEntityRef_FullName, but not both.

EditSequence String True 16

A versioning string that updates whenever changes are made to the sales representative's record, ensuring accurate modification tracking.

TimeCreated Datetime True

The date and time when this sales representative record was originally created in QuickBooks.

TimeModified Datetime True

The date and time when this sales representative record was last updated 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.

Name Type Description
MaxResults String

The maximum number of sales representative records to return in a query, providing control over the size of the result set.

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Build 24.0.9175