Concepts

Concepts used in QuickBooks book.

The following documentation is for QuickBooks v2.0.0 (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

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]

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?]

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]

The billing address of the customer.

optional[quickbooks 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

Column definitions for the report

list of json

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]

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