Transactions
Queries QuickBooks transactions by type, entity, account, or other attributes, providing detailed financial activity tracking. You can search 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 for this transaction, assigned by QuickBooks. It is used to distinguish this transaction from others. | |
| TxnLineId | String | The unique identifier for the individual line item within this transaction. | |
| Type | String | The type of transaction, such as Invoice, Bill, Payment, or CreditMemo. | |
| Date | Date | The date of the transaction in the format YYYY-MM-DD. This field is required when inserting a transaction. | |
| Entity | String | The name of the entity associated with the transaction, such as a customer, vendor, employee, or other name. | |
| EntityId | String | The unique identifier (Id) of the entity associated with the transaction, such as a customer, vendor, employee, or other name. | |
| AccountName | String | The name of the account associated with the transaction, such as Checking, Accounts Receivable, or Inventory. | |
| AccountId | String |
Accounts.ID | The unique identifier (Id) of the account associated with the transaction. |
| ReferenceNumber | String | A reference number for the transaction, if applicable, such as a check number or invoice number. | |
| Amount | Decimal | The total monetary amount for this transaction, in the transaction's currency. | |
| CurrencyName | String | The name of the currency used for this transaction, such as USD or CAD. Requires QBXML Version 8.0 or higher. | |
| CurrencyId | String |
Currency.ID | The unique identifier (Id) of the currency used for this transaction. Requires QBXML Version 8.0 or higher. |
| ExchangeRate | Double | The exchange rate for converting the transaction's currency into the home currency of the QuickBooks company file. | |
| AmountInHomeCurrency | Decimal | The amount of the transaction converted into the home currency of the QuickBooks company file. | |
| Memo | String | Additional information or notes related to the transaction, as entered in the memo field. | |
| TimeModified | Datetime | The date and time when the transaction was last modified, in the format YYYY-MM-DD HH:MM:SS. | |
| TimeCreated | Datetime | The date and time when the transaction was originally created, in the format YYYY-MM-DD HH:MM:SS. |
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 name of the item appearing in the transaction, such as a product or service. | |
| ItemId | String | The unique identifier (Id) of the item appearing in the transaction. | |
| ClassName | String | The name of the class applied to the transaction, used for categorizing income or expenses. | |
| ClassId | String | The unique identifier (Id) of the class applied to the transaction. | |
| PostingStatus | String | Indicates whether the transaction has been posted to the ledger. Values can include Posted or NonPosting.
The allowed values are Either, NonPosting, Posting. The default value is Either. | |
| PaidStatus | String | Specifies whether the transaction has been fully paid. Use true for paid transactions and false for unpaid transactions. | |
| DetailLevel | String | Defines the level of detail to include in the returned transactions. Options include Summary or FullDetail.
The allowed values are All, AllExceptSummary, SummaryOnly. The default value is SummaryOnly. |