Concepts

Concepts used in QuickBooks book.

The following documentation is for QuickBooks v2.1.0 (BDK).

Quickbooks bill input

Input data for creating a QuickBooks Bill with mixed line item types.

Field Name	Description	Type
vendor	The vendor in QuickBooks.	json
items	List of line items (can be item-based or account-based).	list of list of any
terms	Optional sales terms name.	optional[text]
bill_date	The bill date in YYYY-MM-DD format.	optional[text]
due_date	The due date in YYYY-MM-DD format.	optional[text]
bill_no	Optional bill number.	optional[text]

Quickbooks vendor

A comprehensive representation of a QuickBooks Vendor.

Field Name	Description	Type
id	The unique identifier for the vendor.	text
display_name	The display name of the vendor.	text
company_name	The company name of the vendor.	optional[text]
first_name	The first name of the vendor contact person.	optional[text]
last_name	The last name of the vendor contact person.	optional[text]
print_on_check_name	The name to print on checks.	optional[text]
email	The primary email address of the vendor.	optional[text]
phone	The primary phone number of the vendor.	optional[text]
website	The vendor's website URL.	optional[text]
billing_address	The billing address of the vendor.	optional[quickbooks address]
account_number	The vendor's account number.	optional[text]
balance	The current balance owed to the vendor.	optional[number]
default_terms	The default payment terms for the vendor.	optional[text]
is_1099_contractor	Whether the vendor is a 1099 contractor.	optional[boolean]
is_active	Whether the vendor is currently active.	optional[boolean]

Quickbooks bill

A created QuickBooks Bill.

Field Name	Description	Type
id	The unique identifier of the bill in QuickBooks.	text
doc_number	The document number of the bill.	text
vendor_name	The name of the vendor.	text
total_amount	The total amount of the bill.	number
balance	The current balance of the bill from QuickBooks.	number
bill_date	The bill date.	optional[text]
due_date	The due date.	optional[text]
terms	The sales terms name.	optional[text]
items	List of bill line items.	optional[list of list of any?]
attachment_ref	The attachment reference if an attachment was uploaded.	optional[quickbooks attachment]
created_time	When the bill was created.	optional[text]
last_updated	When the bill was last updated	optional[text]

Quickbooks attachment

An attachment to a QuickBooks bill.

Field Name	Description	Type
id	The unique identifier of the attachment in QuickBooks.	text
file_name	The name of the attached file.	text
note	Optional note associated with the attachment.	optional[text]
content_type	The MIME type of the attachment.	optional[text]
size	The size of the attachment in bytes.	optional[number]

Quickbooks purchase order

A created QuickBooks Purchase Order.

Field Name	Description	Type
id	The unique identifier of the purchase order in QuickBooks.	text
doc_number	The document number of the purchase order.	text
vendor_name	The name of the vendor.	text
total_amount	The total amount of the purchase order.	number
po_status	The status of the purchase order (e.g., "Open", "Closed").	optional[text]
po_date	The purchase order date.	optional[text]
due_date	The due date.	optional[text]
memo	Memo or notes for the purchase order.	optional[text]
private_note	Private note for the purchase order.	optional[text]
terms	The payment terms name.	optional[text]
ship_method	The shipping method.	optional[text]
vendor_address	The vendor address for the purchase order.	optional[text]
ship_address	The shipping address.	optional[text]
exchange_rate	The exchange rate used.	optional[number]
global_tax_calculation	The tax calculation method.	optional[text]
items	List of purchase order line items.	optional[list of list of any?]
created_time	When the purchase order was created.	optional[text]
last_updated	When the purchase order was last updated.	optional[text]

Quickbooks customer

A comprehensive representation of a QuickBooks Customer.

Field Name	Description	Type
id	The unique identifier for the customer.	text
display_name	The display name of the customer.	text
company_name	The company name of the customer.	optional[text]
first_name	The first name of the customer contact person.	optional[text]
last_name	The last name of the customer contact person.	optional[text]
print_on_check_name	The name to print on checks.	optional[text]
email	The primary email address of the customer.	optional[text]
phone	The primary phone number of the customer.	optional[text]
website	The customer's website URL.	optional[text]
billing_address	The billing address of the customer.	optional[quickbooks address]
shipping_address	The shipping address of the customer.	optional[quickbooks address]
account_number	The customer's account number.	optional[text]
balance	The current balance owed by the customer.	optional[number]
default_terms	The default payment terms for the customer.	optional[text]
is_active	Whether the customer is currently active.	optional[boolean]

Quickbooks address

Represents a physical address for a vendor or customer.

Field Name	Description	Type
line1	The first line of the address (street address).	optional[text]
city	The city name.	optional[text]
state	The state or province code.	optional[text]
postal_code	The postal or ZIP code.	optional[text]
country	The country name.	optional[text]

Quickbooks report

A QuickBooks report with its header, columns, and grouped table sections.This concept represents quickbooks reports, where data is organized into logical groupings.

Field Name	Description	Type
report_type	The type of report that was generated	enum[ap_detail, ap_summary, ar_detail, ar_summary]
header	Header information containing report metadata	json
columns	Column definitions for the report	list of json
tables	List of table sections, each representing a grouped data section	list of json

Concept attribute specifications

columns (quickbooks report)

Name	Type
col_type	text
col_title	text
metadata	optional[json]

tables (quickbooks report)

Name	Type
header	text
data	table
type	text
group	optional[text]
raw_data	optional[json]