Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Tableau Connector for QuickBooks Views


Name	Description
BalanceSheetDetail	Provides a detailed breakdown of the Balance Sheet, including individual account balances and changes over time.
BalanceSheetStandard	Generates a standard Balance Sheet report summarizing assets, liabilities, and equity.
BalanceSheetSummary	Summarizes the key figures of the Balance Sheet in a concise report format.
BillingRate	Facilitates the querying of QuickBooks Billing Rates. Requires QBXML Version 6.0 or higher for compatibility.
BillLinkedTransactions	Enables querying of transactions linked to specific QuickBooks Bills, such as related payments or adjustments.
CompanyInfo	Queries detailed company information stored in QuickBooks, including company name, address, and settings.
CreditMemoLinkedTransactions	Enables querying of transactions linked to specific QuickBooks Credit Memos, such as associated payments or adjustments.
CustomColumns	Queries QuickBooks Custom Columns to retrieve user-defined data tailored to specific reporting needs.
DeletedEntities	Queries entities deleted in QuickBooks, providing an audit trail for tracking removed records.
DeletedTransactions	Queries transactions deleted in QuickBooks, offering insight into adjustments or corrections made in the system.
EmployeeStateTaxesDetail	Generates a detailed report on employee state taxes, including tax types and deductions.
EstimateLinkedTransactions	Queries transactions linked to specific QuickBooks Estimates, such as associated invoices or adjustments.
Host	Queries the QuickBooks host process, offering information about the system executing the current QuickBooks tasks.
InvoiceLinkedTransactions	Queries transactions linked to QuickBooks Invoices, such as payments or credits applied.
ItemReceiptLinkedTransactions	Queries transactions linked to QuickBooks Item Receipts, such as associated bills or credits.
ItemSites	Supports creation, updates, deletion, and queries of QuickBooks Item Sites for inventory management. Available in QuickBooks Enterprise with Advanced Inventory and QBXML Version 10.0 or higher.
PayrollItemDetail	Generates detailed payroll item reports, listing payroll transactions and their corresponding payroll items.
PayrollReviewDetail	Produces detailed payroll review reports, showing how QuickBooks calculates taxes on paychecks and year-to-date transactions.
PayrollTransactionDetail	Generates detailed payroll transaction reports, showing line-item details for all payroll transactions.
PayrollTransactionsByPayee	Creates payroll transaction reports grouped by payee, offering insights into payment patterns and amounts.
Preferences	Queries QuickBooks company file preferences to retrieve user-defined settings and configurations.
ProfitAndLossDetail	Generates detailed Profit and Loss reports, providing in-depth financial analysis.
ProfitAndLossStandard	Creates year-to-date Profit and Loss comparison reports, offering insights into financial performance over time.
PurchaseOrderLinkedTransactions	Queries transactions linked to QuickBooks Purchase Orders, such as receipts or bills.
ReceivePaymentToDeposit	Generates reports of payments received and ready to be deposited in QuickBooks.
SalesOrderLinkedTransactions	Queries transactions linked to QuickBooks Sales Orders, such as associated invoices or shipments.
StatementChargeLinkedTransactions	Queries transactions linked to QuickBooks Statement Charges, such as associated payments or invoices.
Templates	Queries QuickBooks templates for transactions, invoices, or reports, enabling customization and standardization.
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.
VendorCreditLinkedTransactions	Queries transactions linked to QuickBooks Vendor Credits, such as associated bills or payments.