Preferences
Queries QuickBooks company file preferences to retrieve user-defined settings and configurations.
Columns
| Name | Type | References | Description |
| ID [KEY] | String | The unique key that identifies each record in the Preferences table.
The default value is 1. | |
| AccountingPreferences_IsUsingAccountNumbers | Boolean | Indicates whether account numbers are allowed for new accounts. If set to true, account numbers can be recorded and displayed in the user interface. | |
| AccountingPreferences_IsRequiringAccounts | Boolean | Indicates whether assigning an account is mandatory for transactions. This is always required for SDK-generated transactions. | |
| AccountingPreferences_IsUsingClassTracking | Boolean | Indicates if class tracking is enabled in QuickBooks, allowing the class field to appear on transactions. | |
| AccountingPreferences_AssignClassTo | String | Specifies whether classes should be assigned to accounts or transactions by default. Requires QBXML version 12.0 or higher. | |
| AccountingPreferences_IsUsingAuditTrail | Boolean | If true, QuickBooks logs all transaction changes in the audit trail report. If false, only the most recent transaction version is logged. | |
| AccountingPreferences_IsAssigningJournalEntryNumbers | Boolean | If true, QuickBooks automatically assigns sequential numbers to journal entries. | |
| AccountingPreferences_ClosingDate | Date | The company closing date defined in QuickBooks. Transactions before this date are restricted unless permitted by the admin. | |
| FinanceChargePreferences_AnnualInterestRate | Double | The annual interest rate used to calculate finance charges. This rate is defined by the user. | |
| FinanceChargePreferences_MinFinanceCharge | Decimal | The minimum finance charge applied to overdue amounts, regardless of the total overdue balance. | |
| FinanceChargePreferences_GracePeriod | Integer | The number of days before finance charges are applied to overdue invoices, as defined by the user. | |
| FinanceChargePreferences_FinanceChargeAccountRef_ListID | String |
Accounts.ID | A reference to the account ID used to track finance charges. Typically an income account. |
| FinanceChargePreferences_FinanceChargeAccountRef_FullName | String | A reference to the full account name used for tracking finance charges. Typically an income account. | |
| FinanceChargePreferences_IsAssessingForOverdueCharges | Boolean | Indicates whether finance charges are applied to overdue finance charges. This is controlled by the user and varies by legal regulations. | |
| FinanceChargePreferences_CalculateChargesFrom | String | Specifies whether finance charges are calculated from the due date or the invoice date. Defaults to DueDate unless changed.
The allowed values are DueDate, InvoiceOrBilledDate. | |
| FinanceChargePreferences_IsMarkedToBePrinted | Boolean | If true, newly created finance charge invoices are automatically marked for printing to simplify batch printing. | |
| JobsAndEstimatesPreferences_IsUsingEstimates | Boolean | Indicates whether the user can create job estimates in QuickBooks. | |
| JobsAndEstimatesPreferences_IsUsingProgressInvoicing | Boolean | Indicates whether progress invoicing is enabled, allowing partial invoicing based on estimates. | |
| JobsAndEstimatesPreferences_IsPrintingItemsWithZeroAmounts | Boolean | Specifies if line items with zero amounts are printed on progress invoices. Only applicable if progress invoicing is enabled. | |
| MultiCurrencyPreferences_IsMultiCurrencyOn | Boolean | Indicates whether multi-currency support is enabled. Once enabled, this feature cannot be turned off. Requires QBXML version 8.0 or higher. | |
| MultiCurrencyPreferences_HomeCurrencyRef_ListID | String |
Currency.ID | The ID of the currency set as the home currency. Typically the currency of the business's country. Requires QBXML version 8.0 or higher. |
| MultiCurrencyPreferences_HomeCurrencyRef_FullName | String | The full name of the currency set as the home currency. Typically the currency of the business's country. Requires QBXML version 8.0 or higher. | |
| MultiLocationInventoryPreferences_IsMultiLocationInventoryAvailable | Boolean | Indicates if multiple inventory locations are available in the company file. Requires QBXML version 10.0 or higher. | |
| MultiLocationInventoryPreferences_IsMultiLocationInventoryEnabled | Boolean | Indicates if multiple inventory locations are enabled for tracking. | |
| PurchasesAndVendorsPreferences_IsUsingInventory | Boolean | Indicates whether inventory tracking features are enabled in QuickBooks. | |
| PurchasesAndVendorsPreferences_DaysBillsAreDue | Integer | The default number of days after receipt within which bills must be paid. | |
| PurchasesAndVendorsPreferences_IsAutomaticallyUsingDiscounts | Boolean | If true, available vendor discounts or credits are automatically applied when bills are paid. | |
| PurchasesAndVendorsPreferences_DefaultDiscountAccountRef_ListID | String |
Accounts.ID | The ID of the account where vendor discounts are tracked. |
| PurchasesAndVendorsPreferences_DefaultDiscountAccountRef_FullName | String | The full name of the account where vendor discounts are tracked. | |
| ReportsPreferences_AgingReportBasis | String | Determines how overdue days are calculated in aging reports, either from the transaction date or the due date.
The allowed values are AgeFromDueDate, AgeFromTransactionDate. | |
| ReportsPreferences_SummaryReportBasis | String | Specifies whether summary reports are generated using cash-basis or accrual-basis accounting.
The allowed values are Accrual, Cash. | |
| SalesAndCustomersPreferences_DefaultShipMethodRef_ListID | String | The ID of the default shipping method used for the ShipVia field. | |
| SalesAndCustomersPreferences_DefaultShipMethodRef_FullName | String | The full name of the default shipping method used for the ShipVia field. | |
| SalesAndCustomersPreferences_DefaultFOB | String | The default Freight on Board (FOB) location for invoiced products. | |
| SalesAndCustomersPreferences_DefaultMarkup | Double | The default markup percentage applied to inventory items. | |
| SalesAndCustomersPreferences_IsTrackingReimbursedExpensesAsIncome | Boolean | Indicates whether reimbursed expenses and associated income are tracked in separate accounts. | |
| SalesAndCustomersPreferences_IsAutoApplyingPayments | Boolean | If true, customer payments are automatically applied to their outstanding invoices, starting with the oldest. | |
| SalesAndCustomersPreferences_PriceLevels_IsUsingPriceLevels | Boolean | Indicates whether price levels are enabled for the company file under Sales and Customers preferences. | |
| SalesAndCustomersPreferences_PriceLevels_IsRoundingSalesPriceUp | Boolean | If true, sales prices are rounded up to the nearest dollar for fixed percentage price levels. | |
| SalesTaxPreferences_DefaultItemSalesTaxRef_ListID | String | The ID of the default sales tax code for taxable items. | |
| SalesTaxPreferences_DefaultItemSalesTaxRef_FullName | String | The full name of the default sales tax code for taxable items. | |
| SalesTaxPreferences_PaySalesTax | String | Specifies the frequency for reporting and paying sales tax.
The allowed values are Monthly, Quarterly, Annually. | |
| SalesTaxPreferences_DefaultTaxableSalesTaxCodeRef_ListID | String | The ID of the default sales tax code for taxable sales. | |
| SalesTaxPreferences_DefaultTaxableSalesTaxCodeRef_FullName | String | The full name of the default sales tax code for taxable sales. | |
| SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_ListID | String | The ID of the default sales tax code for non-taxable sales. | |
| SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_FullName | String | The full name of the default sales tax code for non-taxable sales. | |
| SalesTaxPreferences_IsUsingVendorTaxCode | Boolean | Indicates if vendor-specific tax codes are used. | |
| SalesTaxPreferences_IsUsingCustomerTaxCode | Boolean | Indicates if customer-specific tax codes are used. | |
| SalesTaxPreferences_IsUsingAmountsIncludeTax | Boolean | Indicates if amounts in transactions include sales tax. | |
| TimeTrackingPreferences_FirstDayOfWeek | String | The first day of the week used for weekly timesheets.
The allowed values are Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. | |
| CurrentAppAccessRights_IsAutomaticLoginAllowed | Boolean | Indicates if applications are allowed to use auto-login for this QuickBooks file. | |
| CurrentAppAccessRights_AutomaticLoginUserName | String | The username allowed to use auto-login for this QuickBooks file. | |
| CurrentAppAccessRights_IsPersonalDataAccessAllowed | Boolean | Indicates if access is allowed to sensitive personal data in this QuickBooks file. | |
| ItemsAndInventoryPreferences_EnhancedInventoryReceivingEnabled | Boolean | Indicates if enhanced inventory receiving features are enabled. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_IsTrackingSerialOrLotNumber | String | Indicates whether tracking by serial or lot number is enabled. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_IsTrackingOnSalesTransactionsEnabled | Boolean | Indicates if tracking is enabled on sales transactions. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_IsTrackingOnPurchaseTransactionsEnabled | Boolean | Indicates if tracking is enabled on purchase transactions. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_IsTrackingOnInventoryAdjustmentEnabled | Boolean | Indicates if tracking is enabled on inventory adjustments. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_IsTrackingOnBuildAssemblyEnabled | Boolean | Indicates if tracking is enabled on build assemblies. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_FIFOEnabled | Boolean | Indicates if the First-In-First-Out (FIFO) costing method is enabled. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_FIFOEffectiveDate | Date | The date on which FIFO costing takes effect. Requires QBXML version 11.0. | |
| ItemsAndInventoryPreferences_IsRSBEnabled | Boolean | Indicates if Reorder Point-Based Stock management is enabled. Requires QBXML version 12.0. | |
| ItemsAndInventoryPreferences_IsBarcodeEnabled | Boolean | Indicates if barcode scanning is enabled for inventory management. Requires QBXML version 12.0. |