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All complex types are listed below.

accountrequest

Name:
required
String, required, max 100 characters
User recognizable name for the Account. Account.Name attribute must not contain double quotes (") or colon (:).
AccountType:
required if AccountSubType is not specified
AccountTypeEnum,required if AccountSubType is not specified, filterable
A detailed account classification that specifies the use of this account. The type is based on the Classification.
AccountSubType:
required if AccountType is not specified
String, required if AccountType is not specified, filterable
AThe account sub-type classification and is based on the AccountType value.
AcctNum:
required for France locales
String, default is null
User-defined account number to help the user in identifying the account within the chart-of-accounts and in deciding what should be posted to the account. The Account.AcctNum attribute must not contain colon (:).
For France locales:
  • Name must be unique.
  • Length must be between 6 and 15 characters
  • Must start with the account number from the master category list.
  • Name limited to alpha-numeric characters.
TaxCodeRef:
required for France locales
minor version 3
ReferenceType
Reference to the default tax code used by this account. Tax codes are referenced by the TaxCode.Id in the TaxCode object. Available when endpoint is invoked with the minorversion=3 query parameter. For global locales, only.

accountresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Name:
required
String, max 100 characters
User recognizable name for the Account. Account.Name attribute must not contain double quotes (") or colon (:).
SubAccount:
optional
Boolean, system generated, filterable, sortable, read-only
Specifies whether this object represents a parent (false) or subaccount (true).
ParentRef:
optional
ReferenceType, filterable, sortable, default is null
Specifies the Parent AccountId if this represents a SubAccount.
Description:
optional
String, maximum of 100 chars, filterable, sortable, default is null
User entered description for the account, which may include user entered information to guide bookkeepers/accountants in deciding what journal entries to post to the account.
FullyQualifiedName:
optional
String, system generated, filterable, sortable, read-only
Fully qualified name of the object; derived from Name and ParentRef. The fully qualified name prepends the topmost parent, followed by each subaccount separated by colons and takes the form of Parent:Account1:SubAccount1:SubAccount2. System generated. Limited to 5 levels.
Active:
optional
Boolean, filterable, default is true
Whether or not active inactive accounts may be hidden from most display purposes and may not be posted to.
Classification:
optional
String, filterable, default is derived from AccountType and AccountSubtype
The classification of an account. Not supported for non-posting accounts.
Valid values include: Asset, Equity, Expense, Liability, Revenue
AccountType:
required if AccountSubType is not specified
AccountTypeEnum, filterable
A detailed account classification that specifies the use of this account. The type is based on the Classification.
AccountSubType:
required if AccountType is not specified
String, filterable
The account sub-type classification and is based on the AccountType value.
AcctNum:
required for France locales
String, default is null
User-defined account number to help the user in identifying the account within the chart-of-accounts and in deciding what should be posted to the account. The Account.AcctNum attribute must not contain colon (:).
For France locales:
  • Name must be unique.
  • Length must be between 6 and 15 characters
  • Must start with the account number from the master category list.
  • Name limited to alpha-numeric characters.
CurrentBalance:
optional
Decimal, filterable, sortable, read-only
Specifies the balance amount for the current Account. Valid for Balance Sheet accounts.
CurrentBalanceWithSubAccounts:
optional
Decimal, filterable, sortable, read-only
Specifies the cumulative balance amount for the current Account and all its sub-accounts.
CurrencyRef:
optional
CurrencyRef
Reference to the currency in which this account holds amounts.
TaxCodeRef:
minor version 3
ReferenceType, default is null
Reference to the default tax code used by this account. Tax codes are referenced by the TaxCode.Id in the TaxCode object. Available when endpoint is invoked with the minorversion=3 query parameter. For global locales, only.
AccountAlias:
minor version 5
String, default is value of Account.Name
A user friendly name for the account. It must be unique across all account categories. For France locales, only.
For example, if an account is created under category 211 with AccountAlias of Terrains, then the system does not allow creation of an account with same AccountAlias of Terrains for any other category except 211. In other words, 211001 and 215001 accounts cannot have same AccountAlias because both belong to different account category.
For France locales, only.
TxnLocationType
minor version 5
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

attachablerequest

AttachableRef [0..n]:
optional
AttachableRef
Specifies the transaction object to which this attachable file is to be linked.
FileName:
required for file attachments
String, maximum 1000 chars, filterable, sortable, default is null
FileName of the attachment.
Note:
required for note attachments
String, max 2000 chars, filterable, sortable
The note is either related to the attachment specified with the FileName attribute, or as a standalone note.

attachableresponse

Id:
required for update
IdType, filterable, sortable
Unique Identifier for an Intuit entity (object).
Required for the update operation.
SyncToken:
required for update
String, read-only
Version number of the entity.
Required for the update operation.
MetaData:
optional
ModificationMetaData
Descriptive information about the entity. The MetaData values are set by Data Services and are read only for all applications.
AttachableRef [0..n]:
optional
AttachableRef
Specifies the transaction object to which this attachable file is to be linked.
FileName:
required for file attachments
String, maximum 1000 chars, filterable, sortable, default is null
FileName of the attachment.
Note:
required for standalone notes
String, max 2000 chars, filterable, sortable
This note is either related to the attachment specified by FileName or is a standalone note.
FileAccessUri:
optional
String, read-only, default is null
FullPath FileAccess URI of the attachment. Returned for file attachments.
TempDownloadUri:
optional
String, read-only, default is null
TempDownload URI which can be directly downloaded by clients. Returned for file attachments.
Size:
optional
Decimal, filterable, sortable, default is null
Size of the attachment. Returned for file attachments.
ContentType:
optional
String, max 100 chars, filterable, sortable, default is null
ContentType of the attachment. Returned for file attachments.
Category:
optional
String, max 100 chars, filterable, sortable, default is null
Category of the attachment. Valid values include (case sensitive): Contact Photo, Document, Image, Receipt, Signature, Sound, Other.
Lat:
optional
String, max 100 chars, filterable, sortable, default is null
Latitude from where the attachment was requested.
Long:
optional
String, max 100 chars, filterable, sortable, default is null
Longitude from where the attachment was requested.
PlaceName:
optional
String, max 2000 chars, filterable, sortable, default is null
PlaceName from where the attachment was requested.
Tag:
optional
String, max 2000 chars, filterable, sortable, default is null
Tag name for the requested attachment.
ThumbnailFileAccessUri:
optional
String, read-only, default is null
FullPath FileAccess URI of the attachment thumbnail if the attachment file is of a content type with thumbnail support. Returned for file attachments.
ThumbnailTempDownloadUri:
optional
String, read-only, filterable, sortable
Thumbnail TempDownload URI which can be directly downloaded by clients. This is only available if the attachment file is of a content type with thumbnail support. Returned for file attachments.

accounttypes

Classification AccountType AccountSubType
Asset Bank CashOnHand (default)
Checking
MoneyMarket
RentsHeldInTrust
Savings
TrustAccounts		 Available with minor version 13:
CashAndCashEquivalents
OtherEarmarkedBankAccounts
Other Current Asset AllowanceForBadDebts
DevelopmentCosts
EmployeeCashAdvances (default)
OtherCurrentAssets
Inventory
Investment_MortgageRealEstateLoans
Investment_Other
Investment_TaxExemptSecurities
Investment_USGovernmentObligations
LoansToOfficers
LoansToOthers
LoansToStockholders
PrepaidExpenses
Retainage
UndepositedFunds		 Available with minor version 13:
AssetsAvailableForSale
BalWithGovtAuthorities
CalledUpShareCapitalNotPaid
ExpenditureAuthorisationsAndLettersOfCredit
GlobalTaxDeferred
GlobalTaxRefund
InternalTransfers
OtherConsumables
ProvisionsCurrentAssets
ShortTermInvestmentsInRelatedParties
ShortTermLoansAndAdvancesToRelatedParties
TradeAndOtherReceivables
Fixed Asset AccumulatedDepletion
AccumulatedDepreciation
DepletableAssets
FixedAssetComputers
FixedAssetCopiers
FixedAssetFurniture
FixedAssetPhone
FixedAssetPhotoVideo
FixedAssetSoftware
FixedAssetOtherToolsEquipment
FurnitureAndFixtures (default)
Land
LeaseholdImprovements
OtherFixedAssets
AccumulatedAmortization
Buildings
IntangibleAssets
MachineryAndEquipment
Vehicles 		Available with minor version 13:
AssetsInCourseOfConstruction
CapitalWip
CumulativeDepreciationOnIntangibleAssets
IntangibleAssetsUnderDevelopment
LandAsset
NonCurrentAssets
ParticipatingInterests
ProvisionsFixedAssets
Other Asset LeaseBuyout
OtherLongTermAssets
SecurityDeposits
AccumulatedAmortizationOfOtherAssets
Goodwill
Licenses (default)
OrganizationalCosts		 Available with minor version 13:
AssetsHeldForSale
AvailableForSaleFinancialAssets
DeferredTax
Investments
LongTermInvestments
LongTermLoansAndAdvancesToRelatedParties
OtherIntangibleAssets
OtherLongTermInvestments
OtherLongTermLoansAndAdvances
PrepaymentsAndAccruedIncome
ProvisionsNonCurrentAssets
Accounts Receivable AccountsReceivable  
Equity Equity OpeningBalanceEquity (default)
PartnersEquity
RetainedEarnings
AccumulatedAdjustment
OwnersEquity
PaidInCapitalOrSurplus
​PartnerContributions
PartnerDistributions
PreferredStock
CommonStock
TreasuryStock
EstimatedTaxes
Healthcare
PersonalIncome
PersonalExpense		 Available with minor version 13:
AccumulatedOtherComprehensiveIncome
CalledUpShareCapital
CapitalReserves
DividendDisbursed
EquityInEarningsOfSubsiduaries
InvestmentGrants
MoneyReceivedAgainstShareWarrants
OtherFreeReserves
ShareApplicationMoneyPendingAllotment
ShareCapital
Funds
Expense Expense AdvertisingPromotional
BadDebts
BankCharges
CharitableContributions
CommissionsAndFees
Entertainment
EntertainmentMeals
EquipmentRental
FinanceCosts
GlobalTaxExpense
Insurance
InterestPaid
LegalProfessionalFees
OfficeExpenses
OfficeGeneralAdministrativeExpenses
OtherBusinessExpenses
OtherMiscellaneousServiceCost
PromotionalMeals
RentOrLeaseOfBuildings
RepairMaintenance
ShippingFreightDelivery
SuppliesMaterials
Travel (default)
TravelMeals
Utilities
Auto
CostOfLabor
DuesSubscriptions
PayrollExpenses
TaxesPaid
UnappliedCashBillPaymentExpense
Utilities		 Available with minor version 13:
AmortizationExpense
AppropriationsToDepreciation
BorrowingCost
CommissionsAndFees
DistributionCosts
ExternalServices
ExtraordinaryCharges
IncomeTaxExpense
LossOnDiscontinuedOperationsNetOfTax
ManagementCompensation
OtherCurrentOperatingCharges
OtherExternalServices
OtherRentalCosts
OtherSellingExpenses
ProjectStudiesSurveysAssessments
PurchasesRebates
ShippingAndDeliveryExpense
StaffCosts
Sundry
TravelExpensesGeneralAndAdminExpenses
TravelExpensesSellingExpense
Other Expense Depreciation (default)
ExchangeGainOrLoss
OtherMiscellaneousExpense
PenaltiesSettlements
Amortization
GasAndFuel
HomeOffice
HomeOwnerRentalInsurance
OtherHomeOfficeExpenses
MortgageInterest
RentAndLease
RepairsAndMaintenance
ParkingAndTolls
Vehicle
VehicleInsurance
VehicleLease
VehicleLoanInterest
VehicleLoan
VehicleRegistration
VehicleRepairs
OtherVehicleExpenses
Utilities
WashAndRoadServices 		Available with minor version 13:
DeferredTaxExpense
Depletion
ExceptionalItems
ExtraordinaryItems
IncomeTaxOtherExpense
MatCredit
PriorPeriodItems
TaxRoundoffGainOrLoss
Cost of Goods Sold EquipmentRentalCos
OtherCostsOfServiceCos
ShippingFreightDeliveryCos
SuppliesMaterialsCogs
CostOfLaborCos (default)		 Available with minor version 13:
CostOfSales
FreightAndDeliveryCos
Liability Accounts Payable AccountsPayable Available with minor version 13:
OutstandingDuesMicroSmallEnterprise
OutstandingDuesOtherThanMicroSmallEnterprise
Credit Card CreditCard  
Long Term Liability NotesPayable (default)
OtherLongTermLiabilities
ShareholderNotesPayable		 Available with minor version 13:
AccrualsAndDeferredIncome
AccruedLongLermLiabilities
AccruedVacationPayable
BankLoans
DebtsRelatedToParticipatingInterests
DeferredTaxLiabilities
GovernmentAndOtherPublicAuthorities
GroupAndAssociates
LiabilitiesRelatedToAssetsHeldForSale
LongTermBorrowings
LongTermDebit
LongTermEmployeeBenefitObligations
ObligationsUnderFinanceLeases
OtherLongTermProvisions
ProvisionForLiabilities
ProvisionsNonCurrentLiabilities
StaffAndRelatedLongTermLiabilityAccounts
Other Current Liability DirectDepositPayable
LineOfCredit
LoanPayable
GlobalTaxPayable
GlobalTaxSuspense
OtherCurrentLiabilities (default)
PayrollClearing
PayrollTaxPayable
PrepaidExpensesPayable
RentsInTrustLiability
TrustAccountsLiabilities
FederalIncomeTaxPayable
InsurancePayable
SalesTaxPayable
StateLocalIncomeTaxPayable		 Available with minor version 13:
AccruedLiabilities
CurrentLiabilities
CurrentPortionEmployeeBenefitsObligations
CurrentPortionOfObligationsUnderFinanceLeases
CurrentTaxLiability
DividendsPayable
DutiesAndTaxes
InterestPayables
ProvisionForWarrantyObligations
ProvisionsCurrentLiabilities
ShortTermBorrowings
SocialSecurityAgencies
StaffAndRelatedLiabilityAccounts
SundryDebtorsAndCreditors
TradeAndOtherPayables
Revenue Income NonProfitIncome
OtherPrimaryIncome (default)
SalesOfProductIncome
ServiceFeeIncome
DiscountsRefundsGiven
UnappliedCashPaymentIncome		 Available with minor version 13:
CashReceiptIncome
OperatingGrants
OtherCurrentOperatingIncome
OwnWorkCapitalized
RevenueGeneral
SalesRetail
SalesWholesale
SavingsByTaxScheme
Other Income DividendIncome
InterestEarned
OtherInvestmentIncome (default)
OtherMiscellaneousIncome
TaxExemptInterest		 Available with minor version 13:
GainLossOnSaleOfFixedAssets
GainLossOnSaleOfInvestments
LossOnDisposalOfAssets
OtherOperatingIncome
UnrealisedLossOnSecuritiesNetOfTax

accountbasedexpenseline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to AccountBasedExpenseLineDetailfor this type of line.
AccountBasedExpenseLineDetail:
required
AccountBasedExpense LineDetail
CustomerRef:
optional
ReferenceType
​Reference to the Customer associated with the expense. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
AccountRef:
optional
ReferenceType
Reference to the Expense account associated with this item. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Expense. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
BillableStatus:
optional
String
The billable status of the expense.
Constraints: Valid values: Billable, NotBillable, HasBeenBilled
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
TaxAmount:
optional
Decimal
Sales tax paid as part of the expense.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.

accountbasedexpenselinedetail

CustomerRef:
optional
ReferenceType
​Reference to the Customer associated with the expense. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
AccountRef:
optional
ReferenceType
Reference to the Expense account associated with this item. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Expense. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
BillableStatus:
optional
String
The billable status of the expense.
Constraints: Valid values: Billable, NotBillable, HasBeenBilled
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
TaxAmount:
optional
Decimal
Sales tax paid as part of the expense.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.

attachableref

EntityRef:
optional
ReferenceType, Filterable
Object reference to which this attachment is linked.
  • Set EntityRef.value with the Id of the target object as returned in its response body when queried.
  • Set EntityRef.type with the specific type of the target object. For example, invoice, bill, item, etc.
LineInfo:
optional
String, Filterable
For transaction objects, used to reference a transaction detail line.
IncludeOnSend:
optional
Boolean, Filterable
Used when EntityRef.type references a transaction object. This field indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint (send email) is invoked for the object.
Inactive:
optional
Boolean, Filterable, default is false
Indicates whether or not to include references to hidden entities when filtering. When set to true , hidden references are returned in the result set.
For filtering results, it works with AttachableRef.EntityRef.Type , AttachableRef.EntityRef.Value and AttachableRef.NoRefOnly filters in combination.
NoRefOnly:
optional
Boolean, Filterable
Indicates whether or not to find attachable records that have no references to any entity. Combine with AttachableRef.Inactiveto return hidden references.
CustomField: [0..n]
optional
CustomField
If the user tries to fetch a record without permission, the permission denied message is conveyed through this field.
DefinitionId:
required
String, read-only.
Unique identifier of the CustomFieldDefinition that corresponds to this CustomField.
Name:
optional
String, read-only
Name of the custom field.
Type:
optional
CustomFieldTypeEnum, read-only
Data type of custom field. Only one type is currently supported: StringType.
StringValue:
optional
String
The value for the StringTypecustom field.

batchrequest

BatchItemRequest [0..n]:
required
batchitemrequest
A wrapper around all request objects for this batch operation.

batchitemrequest

bId:
required
String
Unique identifier for the batch item.
operation:
required for create, update, and delete
String
The operation to perform with the supplied request object payload. Do not use if this batchitemrequest object is for a query operation.
Valid values include: create, update, delete
optionsData:
required for void operations
String
Use for the void operation for those resources that support it. Must be supplied with operation set to update.
Valid value: void
resourceName:
optional
Request object
The payload for the request for create, update, and delete operations.
Query:
optional
string
The SELECT statement for the query. When Query is defined, do not define the operation attribute.

batchresponse

BatchItemResponse [0..n]:
required
batchitemresponse
A wrapper around all response objects for this batch operation.

batchitemresonse

resourceName:
Response object
The payload for the response. If the operation results in an error, a Fault object is returned.
QueryResponse:
array of response objects
The payload for the query response. Returned only if a query operation is specified in the batch request. If the operation results in an error, a Fault object is returned.
bId:
required
String
Unique identifier for the batch item. This corresponds to the id supplied in the corresponding batch item request.

billresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows:
  • If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null.
  • If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1.
If Preferences:CustomTxnNumber is false and a value is supplied, that value is stored even if it is a duplicate. Recommended best practice: check the setting of Preferences:CustomTxnNumber before setting DocNumber.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
DepartmentRef:
optional
ReferenceType, default is null
A reference to a Department object specifying the location of the transaction, as defined using location tracking in QuickBooks Online. Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the invoice to the customer. This field maps to the Memo field on the Invoice form.
LinkedTxn [0..n]:
optional
LinkedTxn, read-only
Zero or more bill payment transactions linked to this Bill object. The LinkedTxn.TxnType is always set to BillPaymentCheck regardless of payment method. Determine actual payment method by querying the BillPayment.PayType attribute.
Use LinkedTxn.TxnId as the ID in a separate BillPayment read request to retrieve details of the linked object.
Line [0..n]:
required
Line
Individual line items of a transaction. Valid Line types include:
Item based expense line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to ItemBasedExpenseLineDetail for this type of line.
ItemBasedExpenseLineDetail:
required
ItemBasedExpenseLineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal

Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
PriceLevelRef:
optional
ReferenceType
Reference to the PriceLevel of the service or item for the line. Support for this element will be available in the coming months.
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
CustomerRef:
optional
ReferenceType
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
BillableStatus:
optional
BillableStatusEnum
The billable status of the expense.
Valid values: Billable, NotBillable, HasBeenBill (not available for Bill objects)
TaxInclusiveAmt:
optional
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.

Account based expense line:
TxnTaxDetail:
optional
TxnTaxDetail
This data type provides information for taxes charged on the transaction as a whole. It captures the details of all taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction.
If sales tax is disabled (Preferences.TaxPrefs.UsingSalesTax is set to false) then TxnTaxDetail is ignored and not stored.
VendorRef:
required
ReferenceType, filterable, sortable
Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use Vendor.Id and Vendor.Name from that object for VendorRef.value and VendorRef.name, respectively.
APAccountRef:
optional
ReferenceType, filterable, sortable
Specifies to which AP account the bill is credited. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for APAccountRef.value and APAccountRef.name, respectively. The specified account must have Account.Classification set to Liability and Account.AccountSubType set to AccountsPayable.
If the company has a single AP account, the account is implied. However, it is recommended that the AP Account be explicitly specified in all cases to prevent unexpected errors when relating transactions to each other.
TotalAmt:
optional
BigDecimal, filterable, sortable, read-only
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
GlobalTaxCalculation:
optional
GlobalTaxCalculationEnum, default is TaxExcluded
Method in which tax is applied. Allowed values are: TaxExcluded, TaxInclusive, and NotApplicable.
SalesTermRef:
optional
ReferenceType, filterable, sortable
Reference to the Term associated with the transaction. Query the Term name list resource to determine the appropriate Term object for this reference. Use Term.Id and Term.Name from that object for SalesTermRef.value and SalesTermRef.name, respectively.
DueDate:
optional
Date, filterable, sortable
Date when the payment of the transaction is due. If date is not provided, the number of days specified in SalesTermRef added the transaction date will be used.
Balance:
optional
Decimal, filterable, read-only
The balance reflecting any payments made against the transaction. Initially set to the value of TotalAmt. A Balance of 0 indicates the bill is fully paid. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
HomeBalance:
optional
minor version 3
Decimal, read-only, applicable if multicurrency is enabled for the company
Convenience field containing the amount in Balance expressed in terms of the home currency. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified and available when endpoint is evoked with the minorversion=3 query parameter.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

billpaymentcheck

BankAccountRef:
required
ReferenceType, filterable, sortable
Reference to the bank account. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for APAccountRef.value and APAccountRef.name, respectively. The specified account must have Account.AccountType set to Bank and Account.AccountSubType set to Checking.
PrintStatus:
optional
PrintStatusEnum, default is NeedToPrint
Printing status of the invoice.
Valid values: NotSet, NeedToPrint, PrintComplete.

billpaymentcreditcard

CCAccountRef:
required
ReferenceType, filterable, sortable
Reference to the credit card account. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for CCAccountRef.value and CCAccountRef.name, respectively. The specified account must have Account.AccountType set to Credit Card and Account.AccountSubType set to CreditCard.
Inject with data only if the payment was transacted through Intuit Payments API.

billpaymentrequest

Line [0..n]:
required
Line
Individual line items representing zero or more Bill, VendorCredit, and JournalEntry objects linked to this BillPayment object. Valid Line types include:
Linked transaction line:
VendorRef:
required
ReferenceType, filterable, sortable
Reference to the vendor for this transaction.
PayType:
required
BillPaymentTypeEnum
The payment type. Valid values include: Check, CreditCard
CheckPayment:
required if PayType is Check
BillPaymentCheck
Reference to the vendor for this transaction.
BankAccountRef:
required
ReferenceType, filterable, sortable
Reference to the bank account. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for APAccountRef.value and APAccountRef.name, respectively. The specified account must have Account.AccountType set to Bank and Account.AccountSubType set to Checking.
PrintStatus:
optional
PrintStatusEnum, default is NeedToPrint
Printing status of the invoice.
Valid values: NotSet, NeedToPrint, PrintComplete.
CreditCardPayment:
required if PayType is CreditCard
BillPaymentCreditCard, filterable via CCAccountRef, sortable
Information about a credit card payment for the transaction. Not applicable to Estimate and SalesOrder. Used when PayType is CreditCard.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
TotalAmt:
required
BigDecimal, filterable, sortable
Indicates the total amount of the associated with this payment. This includes the total of all the payments from the BillPayment Details.

billpaymentresponse

Id:
required for update
String, filterable, sortable
Unique Identifier for an Intuit entity (object).
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the entity.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows:
  • If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null.
  • If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1.
If Preferences:CustomTxnNumber is false and a value is supplied, that value is stored even if it is a duplicate. Recommended best practice: check the setting of Preferences:CustomTxnNumber before setting DocNumber.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
DepartmentRef:
optional
ReferenceType, default is null
A reference to a Department object specifying the location of the transaction, as defined using location tracking in QuickBooks Online. Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType

Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the invoice to the customer. This field maps to the Memo field on the form.
Line [0..n]:
required
Line
Individual line items representing zero or more Bill, VendorCredit, and JournalEntry objects linked to this BillPayment object.
Use Line.LinkedTxn.TxnId as the ID in a separate Bill, VendorCredit, or JournalEntry read request to retrieve details of the linked object.
Linked transaction line:
VendorRef:
required
ReferenceType, filterable, sortable
Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use Vendor.Id and Vendor.Name from that object for VendorRef.value and VendorRef.name, respectively.
APAccountRef:
optional
ReferenceType, filterable, sortable
Specifies to which AP account the bill is credited. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for APAccountRef.value and APAccountRef.name, respectively. The specified account must have Account.Classification set to Liability and Account.AccountSubType set to AccountsPayable.
If the company has a single AP account, the account is implied. However, it is recommended that the AP Account be explicitly specified in all cases to prevent unexpected errors when relating transactions to each other.
PayType:
required
BillPaymentTypeEnum
The payment type. Valid values include: Check, CreditCard
CheckPayment:
required if PayType is Check
BillPaymentCheck, filterable via BankAccountRef, sortable

Information about a check payment for the transaction. Not applicable to Estimate and SalesOrder. Used when PayType is Check.
CreditCardPayment:
required if PayType is CreditCard
BillPaymentCreditCard, filterable via CCAccountRef, sortable
Information about a credit card payment for the transaction. Not applicable to Estimate and SalesOrder. Used when PayType is CreditCard.
TotalAmt:
required
BigDecimal, filterable, sortable
Indicates the total amount associated with this payment. This includes the total of all the payments from the payment line details. If TotalAmt is greater than the total on the lines being paid, the overpayment is treated as a credit and exposed as such on the QuickBooks UI. It cannot be negative.
ProcessBillPayment:
optional
Boolean
Indicates that the payment should be processed by merchant account service. Valid for QuickBooks companies with credit card processing.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

budgetresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Name:
optional
String, sortable, filterable, read-only
User recognizable name for the Account. Account.Name attribute must not contain double quotes (") or colon (:).
StartDate:
required
DateTime
Budget begin date.
EndDate:
required
DateTime
Budget end date.
BudgetType:
optional
BudgetTypeEnum, sortable, filterable, read-only
Budget types.
The only value currently supported is ProfitAndLoss.
BudgetEntryType:
optional
BudgetEntryTypeEnum, read-only
Period that this budget detail covers..
Valid values include: Monthly, Quarterly, Annually.
Active:
optional
Boolean, filterable, default is true
Whether or not active inactive accounts may be hidden from most display purposes and may not be posted to.
BudgetDetail [0..n]:
optional
BudgetDetail
Container for the budget items.
BudgetDate:
optional
DateTime, read-only
Date of the individual BudgetDetail.
Amount:
optional
BigDecimal, read-only
Amount assigned to a BudgetDetail.
AccountRef:
optional
ReferenceType, read-only
Date of the individual BudgetDetail.
CustomerRef:
optional
ReferenceType, read-only
Date of the individual BudgetDetail.
ClassRef:
optional
ReferenceType, read-only
Date of the individual BudgetDetail.
DepartmentRef:
optional
ReferenceType, read-only
Date of the individual BudgetDetail.

bundleresponse

Id:
required
IdType, filterable, sortable
Unique Identifier for an Intuit entity (object).
SyncToken:
required
String, read-only
Version number of the entity.
MetaData:
optional
ModificationMetaData
Descriptive information about the entity. The MetaData values are set by Data Services and are read only for all applications.
Name:
required
String, maximum of 100 chars, filterable, sortable
Name of the item.
Sku:
optional
minor version 4
String, maximum of 100 chars, filterable, default is null
The stock keeping unit (SKU) for this Item. This is a company-defined identifier for an item or product used in tracking inventory.
Active:
optional
Boolean, filterable, default is true
If true, the object is currently enabled for use by QuickBooks.
Description:
optional
String, maximum of 4000 chars
Description of the item.
FullyQualifiedName:
optional
String , filterable, default is null, read-only
Fully qualified name of the object. System generated from Name.
Taxable:
optional
Boolean
If true, transactions for this item are taxable. Applicable to US companies, only.
UnitPrice:
optional
Decimal, maximum of 99999999999, sortable, default is 0.
Corresponds to the Price/Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
Type:
optional
String, filterable, sortable
Set to the literal string, Group.
PurchaseCost:
optional
Decimal, maximum of 99999999999
Amount paid when buying or ordering the item, as expressed in the home currency.
PrintGroupedItems:
optional
Boolean, default is false
If set to true, bundle components are displayed when printing or sending transactions.
ItemGroupDetail:
optional
ItemGroupDetail
Details of the bundle contents.
ItemGroupLine [0..n]:
optional
ItemGroupLine
One or more Item objects that comprise a bundle; objects must already exist in the company. Query the Item name list resource for the Item objects that go into the bundle. For each object, create an ItemRef element. Use Item.Id, Item.FullyQualifiedName, and Item.Type for ItemRef.value, ItemRef.name, and ItemRef.type respectively.
ItemRef:
optional
ItemRef
value:
required
string
The ID for the referenced item object as found in the Item.Id field of the Item object payload.
name:
optional
string
An identifying name for the object being referenced by value. Use Item.FullyQualifiedName to populate this field.
type:
optional
string
The item type for this reference. Use Item.Type to populate this field.
Qty:
optional
String
The quantity of this object to include in the bundle.

cashbackinfo

AccountRef:
required
ReferenceType
The bank acount into which the cashback amount is transferred. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for AccountRef.value and \AccountRef.name, respectively. The specified account must have Account.Classification set to Asset.
Amount:
required
String
Amount of the cash back transaction.
Memo:
optional
String
Memo associated with this cash back transaction.

changedatacaptureresponse

CDCResponse:
optional
Response object
The payload for the response.
QueryResponse [0..n]:
optional
array of object types
The payload for the query response. Each element in the array of object types corresponds to a resource specified with the entities query parameter in the request.
nameOfResource [0..n]:
array of response objects
An array of qualifying objects for the change data capture operation. For deleted objects, "status":"Deleted" is returned in the payload for the object.
startPosition:
String
The starting count of the response for pagination.
maxResults:
String
Number of objects in this group.
totalCount:
String
The total count of qualifying objects returned in this response.

classrequest

Name:
required
String, maximum of 100 chars
Name of the category.
Type:
required
String
Must be set to the literal string, Category
Available when endpoint is envoked with the minorversion=4 query paramter. Without minorversion=4, the type is set to Service.
SubItem:
required for sub-category
Boolean, default is false
true--The object is a sub-category.
false--The object is a top-level category (default).
Sub-categories can be nested to a maximum depth of three levels below a top-level category.
ParentRef:
required if SubItem is set to true
ReferenceType, default is null
The immediate parent of the sub item in the hierarchical Category:Sub-category list. If SubItem is true, then ParenRef is required. Query the Item name list resource to determine the appropriate object for this reference. Use Item.Id and Item.Name from that object for ParentRef.value and ParentRef.name, respectively.

classresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Name:
optional
String, maximum of 100 chars
Name of the category.
Active:
optional
Boolean, filterable
For categories, this is always set to true.
SubItem:
optional
Boolean
Denotes this object is a sub-category. Returned in the response body if this object is a sub-category.
true--This is a sub-category.
false--This is a top-level category (default).
ParentRef:
optional
ReferenceType
Reference to the parent of this sub-category. Returned in the response body only when SubItem is set to true. Query the Item name list resource to determine the appropriate object for this reference. Use Item.Id and Item.DisplayName from that object for ParentRef.value and ParentRef.name, respectively.
Level:
optional
Integer, system generated
Specifies the level of the hierarchy in which the object is located. First sub-category level below the top-most category is 1. Returned in the response body only when SubItem is set to true.
Sub-categories can be nested to a maximum depth of three levels below a top-level category.
FullyQualifiedName:
optional
String, filterable, read-only
Colon-separated list of the top-level category, followed by each sub-category in the hierarchy. Takes the form of Category:SubCategory1:SubCategory2:.... Limited to 5 levels: 4 category levels with an inventory, non-inventory, or service item as the 5th.
Type:
optional
String , filterable, sortable
Set to the literal string, Category.
When querying Item objects with minor versions earlier than 4 specified, Category types are returned as type Service.

checkpayment

CheckNum:
optional
String
The check number printed on the check.
Status:
optional
String
Status of the check. Values provided by service/business logic.
NameOnAcct:
optional
String
Name of persons or entities holding the account, as printed on the check.
AcctNum:
optional
String
Checking account number, as printed on the check.
BankName:
optional
String
The name of the bank on which the check was drawn.

classrequest

Name:
required
String, maximum of 100 chars
User recognizable name for the Class.
ParentRef:
required if this object is a subclass
ReferenceType, default is null
For class objects that are sub-classes: the immediate parent of this object.

classresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData, filterable, sortable
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Name:
required
String, maximum of 100 chars
User recognizable name for the Class.
SubClass:
optional
Boolean, system defined, filterable, sortable
Specifies whether this object is a subclass.
true--this object represents a subclass.
false or null--this object represents a top-level class.
ParentRef:
required if this object is a subclass
ReferenceType, default is null
The immediate parent of the SubClass.
FullyQualifiedName:
optional
String, max 100 chars, filterable, sortable, default is null
Fully qualified name of the entity. The fully qualified name prepends the topmost parent, followed by each sub class separated by colons. Takes the form of Parent:Class1:SubClass1:SubClass2. Limited to 5 levels.
Active:
optional
Boolean, filterable, sortable, default is true
If true, this entity is currently enabled for use by QuickBooks.

companycurrencyrequest

Code:
required
String, maximum of 100 chars
A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

companycurrencyresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData, filterable, sortable
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
Code:
required
String, maximum of 100 chars
A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on. Click here for a list of supported currency codes.
Name:
optional
String, system-defined
The full name of the currency.
Active:
optional
Boolean, filterable, sortable, default is true
Indicates whether this currency is active in the company or not.
true--This currency is active and enabled for use by QuickBooks.
false--This currency is inactive, is hidden from most display purposes, and is not availble for use with financial transactions.

companyinforesponse

Id:
optional
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
optional
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CompanyName:
required for update
String, maximum of 1024 chars
The name of the company.
LegalName:
optional
String, maximum of 1024 chars
The legal name of the company.
CompanyAddr:
required for update
PhysicalAddress
Company Address as described in preference
CustomerCommunicationAddr:
optional
PhysicalAddress
Address of the company as given to their customer, sometimes the address given to the customer mail address is different from Company address.
LegalAddr:
optional
PhysicalAddress
Legal Address given to the government for any government communication.
PrimaryPhone:
optional
TelephoneNumber
Primary phone number.
CompanyStartDate:
optional
DateTime
DateTime when company file was created. This field and Metadata.CreateTimecontain the same value.
FiscalYearStartMonth:
optional
MonthEnum
The start month of fiscal year.
Country:
optional
String
Country name to which the company belongs for financial calculations.
Email:
optional
EmailAddress, max 100 chars
Default email address.
WebAddr:
optional
WebSiteAddress, max 1000 chars
Website address.
SupportedLanguages:
optional
String
Comma separated list of languages.
NameValue [0..n]:
optional
NameValue pairs
Any other preference not covered with the standard set of attributes. See Data Services Extensions, below, for special reserved name/value pairs.
NameValue.Name--Name of the element.
NameValue.Value--Value of the element.

creditmemorequest

Line [0..n]:
required

The minimum line item required for the request is one of the following.
Sales item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Group item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.

creditmemoresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows:
  • If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null.
  • If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1.
If Preferences:CustomTxnNumber is false and a value is supplied, that value is stored even if it is a duplicate. Recommended best practice: check the setting of Preferences:CustomTxnNumber before setting DocNumber.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
DepartmentRef:
optional
ReferenceType, default is null
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the deposit form.
Line [0..n]:
required
Line
Individual line items of a transaction. Valid Line types include:
Sales item line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Group item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Description only:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the transaction, the request is considered an update operation for the description line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the transaction then the request is considered a create operation for the description line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars A string representing one of the following:
  • Free form text description of the line item that appears in the printed record.
  • A subtotal line inline with other lines on the sales form and holds the sum of amounts on all lines above it. This is distinct from the overall transaction subtotal represented with a SubTotal detail line.
    • In create requests, set to Subtotal: (case sensitive) to create the subtotal line; the amount is generated by QuickBooks Online business logic.
    • In read requests, lines with Subtotal: nn.nn returned in this field denote subtotal lines in the object.
Amount:
read-only
minor version 23
Decimal, read-only
The amount of the line item. Available when Amount is set via the QuickBooks UI. Returned only for Description Only line items that have a non-empty amount associated with them.
DetailType:
required
LineDetailTypeEnum
Set to DescriptionOnlyfor this type of line.
DescriptionLineDetail:
required
DescriptionLineDetail
ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

Discount line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation. Not supported for BillPayment, Estimate, Invoice, or Payment objects.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to DiscountLineDetailfor this type of line.
DiscountLineDetail:
required
DiscountLineDetail
Discount detail type for the entire transaction. This is in contrast to a discount applied to a specific line. The company preference Sales Form Entry | Discounts must be enabled for this type of line to be available.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Income and Account.AccountSubType=DiscountsRefundsGiven. Use Account.Id and Account.Name from that object for DiscountAccountRef.value and DiscountAccountRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with this discount. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

Subtotal Line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to SubtotalLineDetailfor this type of line.
SubtotalLineDetail:
required
Subtotal LineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
TxnTaxDetail:
optional
TxnTaxDetail
This data type provides information for taxes charged on the transaction as a whole. It captures the details sales taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. See Global tax model for more information about this element.
If sales tax is disabled (Preferences.TaxPrefs.UsingSalesTax is set to false) then TxnTaxDetail is ignored and not stored.
TaxExemptionRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxExepmtion ID associated with this object. Available for companies that have automated sales tax enabled.
  • TaxExemptionRef.Name: The Tax Exemption Id for the customer to which this object is associated. This Id is typically issued by the state.
  • TaxExemptionRef.value: The system-generated Id of the exemption type.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
CustomerMemo:
optional
MemoRef
User-entered message to the customer; this message is visible to end user on their transactions.
BillAddr:
optional
PhysicalAddress
Bill-to address of the credit memo. If BillAddris not specified, and a default Customer:BillingAddr is specified in QuickBooks for this customer, the default bill-to address is used by QuickBooks.
ShipAddr:
optional
PhysicalAddress
Identifies the address where the goods must be shipped. If ShipAddris not specified, and a default Customer:ShippingAddr is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks.
FreeFormAddress:
minor version 21
Boolean, system generated
Denotes how ShipAddr is stored: formatted or unformatted. The value of this flag is system defined based on format of shipping address at object create time.
  • If set to false, shipping address is returned in a formatted style using City, Country, CountrySubDivisionCode, Postal code.
  • If set to true, shipping address is returned in an unformatted style using Line1 through Line5 attributes.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
SalesTermRef:
optional
ReferenceType, filterable
Reference to the sales term associated with the transaction. Query the Term name list resource to determine the appropriate Term object for this reference. Use Term.Id and Term.Name from that object for SalesTermRef.value and SalesTermRef.name, respectively.
GlobalTaxCalculation:
optional
GlobalTaxCalculationEnum, default is TaxExcluded
Method in which tax is applied. Allowed values are: TaxExcluded, TaxInclusive, and NotApplicable.
ApplyTaxAfterDiscount:
optional
Boolean, default is false
If false or null, calculate the sales tax first, and then apply the discount. If true, subtract the discount first and then calculate the sales tax. US versions of QuickBooks only.
PrintStatus:
optional
String, default is NotSet
; Printing status of the invoice.
Valid values: NotSet, NeedToPrint, PrintComplete .
EmailStatus:
optional
String, default is NotSet
Email status of the invoice.
Valid values: NotSet, NeedToSend, EmailSent
BillEmail:
required if EmailStatus=NeedToSend
EmailAddress
Identifies the e-mail address where the invoice is sent.
Balance:
optional
Decimal, filterable, sortable, read-only
The balance reflecting any payments made against the transaction. Initially set to the value of TotalAmt. A Balance of 0 indicates the invoice is fully paid. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
HomeBalance:
optional
minor version 3
Decimal, read-only, applicable if multicurrency is enabled for the company
Convenience field containing the amount in Balance expressed in terms of the home currency. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified and available when endpoint is evoked with the minorversion=3 query parameter.
TotalAmt:
optional
BigDecimal
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
HomeTotalAmt:
optional
Decimal, read-only, applicable if multicurrency is enabled for the company
Total amount of the transaction in the home currency. Includes the total of all the charges, allowances and taxes. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified.
PaymentMethodRef:
optional
ReferenceType, read-only, default is null
Reference to a PaymentMethod associated with this transaction. Query the PaymentMethod name list resource to determine the appropriate PaymentMethod object for this reference. Use PaymentMethod.Id and PaymentMethod.Name from that object for PaymentMethodRef.value and PaymentMethodRef.name, respectively.
RemainingCredit:
optional
Decimal
Indicates the total credit amount still available to apply towards the payment.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

contactinfo

Type:
optional
String
The type of contact information.
Valid values: TelephoneNumber
Telephone:
optional
TelephoneNumber

creditcardpayment

CreditChargeInfo:
optional
CreditChargeInfo
Holds creditcard information to request a credit card payment from a merchant account service.
CreditChargeResponse:
optional
CreditChargeResponse
Holds credit-card transaction response information from a merchant account service.

creditchargeinfo

Type:
optional
String
Type of credit card. For example, MasterCard, Visa, Discover, American Express, and so on.
NameOnAcct:
optional
String
Account holder name, as printed on the card.
CcExpiryMonth:
optional
Integer
Expiration Month on card, expressed as a number:
1=January,
2=February, etc.
CcExpiryYear:
optional
Integer, default is current year
Expiration Year on card, expressed as a 4 digit number
1999, 2003, etc.
BillAddrStreet:
optional
String, maximum 255 characters
Credit card holder billing address of record: the street address to which credit card statements are sent.
PostalCode:
optional
String, maximum 30 characters
Credit card holder billing postal code. Five digits in the USA.
Amount:
optional
Decimal
The amount processed using the credit card.
ProcessPayment:
optional
Boolean
-false or no value-Store credit card information only. Do not store QuickBooks Payment transaction information in CreditChargeResponse.
-true-Store credit card payment transaction information in CreditChargeResponse below. Use this setting when QuickBooks Payments is configured to process credit card charges.

creditchargeresponse

CCTransId:
optional
String, maximum 100 characters
Unique identifier of the payment transaction. It can be used to track the status of transactions, or to search transactions.
AuthCode:
optional
String, maximum 100 characters
Code returned from the credit card processor to indicate that the charge will be paid by the card issuer.
TxnAuthorizationTime:
optional
DateTime
Timestamp indicating the time in which the card processor authorized the transaction.
dateTime:
string
Local time zone: YYYY-MM-DDTHH:MM:SS
UTC: YYYY-MM-DDT HH :MM: SSZ
Specific time zone: YYYY-MM-DDT HH :MM:SS +/- HH :MM
Status:
optional
CCPaymentStatusEnum
Indicates the status of the payment transaction. Possible values include Completed, Unknown.

currencyref

value:
required
string
A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.
name:
optional
string
The full name of the currency.

customerresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the entity. The MetaData values are set by Data Services and are read only for all applications.
Title:
conditionally required
String, maximum of 15 chars, default is null
Title of the person. This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required.
GivenName:
conditionally required
String, maximum of 25 chars, filterable, sortable, default is null
Given name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required.
MiddleName:
conditionally required
String, maximum of 25 chars, filterable, sortable, default is null
Middle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required.
FamilyName:
conditionally required
String, maximum of 100 chars, filterable, sortable, default is null
Family name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required.
Suffix:
conditionally required
String, maximum of 10 chars, filterable, sortable, default is null
Suffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required.
DisplayName:
conditionally required
String, maximum of 100 chars, filterable, sortable
The name of the person or organization as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update.
If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.
FullyQualifiedName:
optional
String, system generated, filterable, sortable, default is null
Fully qualified name of the object. The fully qualified name prepends the topmost parent, followed by each sub element separated by colons. Takes the form of Customer:Job:Sub-job. System generated. Limited to 5 levels.
CompanyName:
optional
String, maximum of 100 chars, filterable, sortable, default is null
The name of the company associated with the person or organization.
PrintOnCheckName:
optional
String, maximum of 110 chars, filterable, sortable
Name of the person or organization as printed on a check. If not provided, this is populated from DisplayName.
Constraints: Cannot be removed with sparse update.
Active:
optional
Boolean, filterable, sortable, default is true
If true, this entity is currently enabled for use by QuickBooks.
If there is an amount in Customer.Balance when setting this Customer object to inactive through the QuickBooks UI, a CreditMemo balancing transaction is created for the amount.
PrimaryPhone:
optional
TelephoneNumber, maximum of 30 chars
Primary phone number.
AlternatePhone:
optional
TelephoneNumber, maximum of 30 chars
Alternate phone number.
Mobile:
optional
TelephoneNumber, maximum of 30 chars
Mobile phone number.
Fax:
optional
TelephoneNumber, maximum of 30 chars
Fax number.
PrimaryEmailAddr:
optional
EmailAddress, filterable
Primary email address.
WebAddr:
optional
WebSiteAddress, maximum of 1000 chars
Website address.
DefaultTaxCodeRef:
optional
ReferenceType
Reference to a default tax code associated with this Customer object. Reference is valid if Customer.Taxable is set to true; otherwise, it is ignored.
If automated sales tax is enabled (Preferences.TaxPrefs.PartnerTaxEnabled is set to true) the default tax code is set by the system and can not be overridden.
Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for DefaultTaxCodeRef.value and DefaultTaxCodeRef.name, respectively.
Taxable:
optional
Boolean
If true, transactions for this customer are taxable. Default behavior with minor version 10 and above: true, if DefaultTaxCodeRef is defined or false if TaxExemptionReasonId is set.
TaxExemptionReasonId:
required for AST companies where Customer.Taxable=false
minor version 10
Numeric Id, default is null
The tax exemption reason associated with this customer object. Applicable if automated sales tax is enabled (Preferences.TaxPrefs.PartnerTaxEnabled is set to true) for the company. Set TaxExemptionReasonId: to one of the following:
Id Reason
1 Federal government
2 State government
3 Local government
4 Tribal government
5 Charitable organization
6 Religious organization
7 Educational organization
8 Hospital
9 Resale
10 Direct pay permit
11 Multiple points of use
12 Direct mail
13 Agricultural production
14 Industrial production / manufacturing
15 Foreign diplomat
BillAddr:
optional
PhysicalAddress
Default billing address.
ShipAddr:
optional
PhysicalAddress
Default shipping address.
Notes:
optional
String, maximum of 2000 chars
Free form text describing the Customer.
Job:
optional
Boolean, default is false or null
If true, this is a Job or sub-customer. If false or null, this is a top level customer, not a Job or sub-customer.
BillWithParent:
optional
Boolean, default is false
If true, this Customer object is billed with its parent. If false, or null the customer is not to be billed with its parent. This attribute is valid only if this entity is a Job or sub Customer.
ParentRef:
optional
ReferenceType, default is null
A reference to a Customer object that is the immediate parent of the Sub-Customer/Job in the hierarchical Customer:Job list.
Required for the create operation if this object is a sub-customer or Job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for ParentRef.value and ParentRef.name, respectively.
Level:
optional
Integer, default is 0
Specifies the level of the hierarchy in which the entity is located. Zero specifies the top level of the hierarchy; anything above will be level with respect to the parent.
Constraints:up to 5 levels
SalesTermRef:
optional
ReferenceType
Reference to a SalesTerm associated with this Customer object. Query the Term name list resource to determine the appropriate Term object for this reference. Use Term.Id and Term.Name from that object for SalesTermRef.value and SalesTermRef.name, respectively.
PaymentMethodRef:
optional
ReferenceType, default is null
Reference to a PaymentMethod associated with this Customer object. Query the PaymentMethod name list resource to determine the appropriate PaymentMethod object for this reference. Use PaymentMethod.Id and PaymentMethod.Name from that object for PaymentMethodRef.value and PaymentMethodRef.name, respectively.
Balance:
optional
Decimal, Filterable, Sortable, Write-on-create
Specifies the open balance amount or the amount unpaid by the customer. For the create operation, this represents the opening balance for the customer. When returned in response to the query request it represents the current open balance (unpaid amount) for that customer.
OpenBalanceDate:
optional
Date, Write-on-create
Date of the Open Balance for the create operation.
BalanceWithJobs:
optional
Decimal, Sortable
Cumulative open balance amount for the Customer (or Job) and all its sub-jobs. Cannot be written to QuickBooks.
CurrencyRef:
optional
CurrencyRef, read-only after object is created
Reference to the currency in which all amounts associated with this customer are expressed. Once set, it cannot be changed.
If specified currency is not currently in the company's currency list, it is added.
If not specified, currency for this customer is the home currency of the company, as defined by Preferences.CurrencyPrefs.HomeCurrency. [[
PreferredDeliveryMethod:
optional
String
Preferred delivery method. Values are Print, Email, or None.
ResaleNum:
optional
String, 16 chars
Resale number or some additional info about the customer.
ARAccountRef:
optional
minor version 3
ReferenceType
Identifies the accounts receivable account to be used for this customer. Each customer must have his own AR account. Applicable for France companies, only. Available when endpoint is evoked with the minorversion=3 query parameter.
Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Accounts Receivable. Use Account.Id and Account.Name from that object for ARAccountRef.value and ARAccountRef.name, respectively.

customfield

DefinitionId:
required
String, read-only.
Unique identifier of the CustomFieldDefinition that corresponds to this CustomField.
Name:
optional
String, read-only
Name of the custom field.
Type:
optional
CustomFieldTypeEnum, read-only
Data type of custom field. Only one type is currently supported: StringType.
StringValue:
optional
String
The value for the StringTypecustom field.

date

The date format follows the XML Schema standard.
date:
string
Local timezone: YYYY-MM-DD
UTC: YYYY-MM-DDZ
Specific time zone: YYYY-MM-DD+/-HH:MM

dataservicesextensions

Extension Description
NeoEnabled The type of company, classic or Harmony.
NameValue.Name="NeoEnabled"
NameValue.Value="neoFlag"

where neoFlag is defined as:


true—Harmony company
false—Classic company
FirstTxnDate The date of the first transaction for the company.
NameValue.Name="firsttxndate"
NameValue.Value="date"
where date is of the format yyyy-mm-dd
This extension is avaliable when the include=firsttxndatequery parameter is include in the endpoint URI:
A GET request looks like the following
baseURL/company
/213316401/companyinfo/213316401?
include=firsttxndate
A Query Request looks like the following
baseURL/company/213316401/query?query=select * from CompanyInfo include=firsttxndate
IndustryType The industry type for the company. This is defined when the company is first created.
IndustryCode The NAICS/SIC industry code for the company. This is defined when the company is first created.
CompanyType The company type as defined when the company is first created. Possible values include:

Sole Proprietor
Partnership
Limited Liability
Corporation
Organization
OfferingSKU The specific QuickBooks Online product. Possible values include:

QuickBooks Online Plus
QuickBooks Online
Simple Start
QuickBooks Online Essentials
SubscriptionStatus
minor version 3
 The QuickBooks subscription status.
Possible values, prior to minor version 3:
TRIAL-Company is in trial
PAID-For any other state
When CompanyInfo endpoint is invoked with minorversion=3, possible values include:
TRIAL-Company is in trial.
SUBSCRIBED-Company is subscribed.
TRIALOPTIN-Company is in trial and user has provided credit card info.
RESTRICTED-The customer's subscription payment failed and QuickBooks services is waiting for the customer to update their payment information. During this state, customers have read and write access to their company file. If the customer does not update the payment information within a week, the state moves to suspended and write access is revoked.
SUSPENDED-Company in a lock-out mode, for instance due to payment failure.
EXPIRED-Company in a lock-out mode due to missing payment information.
CANCELLED-Company is cancelled by the user or support agent.
UNKNOWN-Context of the company is not available.
PayrollFeature Whether subscription is enabled for the payroll feature.
  • true—Enabled.
  • false—Disabled.
AccountantFeature Whether subscription is enabled for the accountant feature.
  • true—Enabled.
  • false—Disabled.
ItemCategoriesFeature Whether a company is category enabled. Currently available for sandbox companies, only. This functionality will be rolled out to all companies in the coming months.
  • true—Enabled for catgories.
  • false—Not enabled for categories.

datetime

dateTime:
string
Local time zone: YYYY-MM-DDTHH:MM:SS
UTC: YYYY-MM-DDT HH :MM: SSZ
Specific time zone: YYYY-MM-DDT HH :MM:SS +/- HH :MM

deliveryinfo

DeliveryType:
optional
DeliveryTypeEnum, read-only
Type of the delivery. Used to confirm that email has been sent via the send operation.
Valid values currently include: Email.
DeliveryTime:
optional
DateTime, read-only
Delivery date and time.

departmentrequest

Name:
optional
String, required, maximum of 100 chars
User recognizable name for the department.
ParentRef:
required if this object is a subdepartment
ReferenceType, default is null
The immediate parent of the SubDepartment.
Required for the create operation if this object is a SubDepartment.

departmentresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData, filterable, sortable
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Name:
required
String, maximum of 100 chars
User recognizable name for the Department.
SubDepartment:
optional
Boolean, sortable, default is false
Specifies whether this Department object is a SubDepartment.
true--SubDepartment.
false or null--top-level Department.
ParentRef:
required if this object is a subdepartment
ReferenceType, default is null
The immediate parent of the SubDepartment.
Required for the create operation if this object is a SubDepartment.
FullyQualifiedName:
optional
String, system generated, filterable, sortable
Fully qualified name of the entity. The fully qualified name prepends the topmost parent, followed by each sub element separated by colons. Takes the form of Parent:Department1:SubDepartment1:SubDepartment2. Limited to 5 levels.
Active:
optional
Boolean, filterable, sortable, default is true
If true, this entity is currently enabled for use by QuickBooks. If set to false, this entity is not available.

depositline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
optional
Decimal, max 15 digits in 10.5 format, required
The amount of the line item.
DetailType:
optional
LineDetailTypeEnum, required
Set to DepositLineDetailfor this type of line.
DepositLineDetail:
required
Deposit LineDetail
CustomField:[0..3]
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.

depositlinedetail

Entity:
optional
ReferenceType
Reference to a customer from which deposit was received. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for Entity.value and Entity.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
AccountRef:
optional
ReferenceType
Account where the funds are deposited. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Income. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
If you do not specify this account, payment is applied to the Undeposited Funds account.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
PaymentMethodRef:
optional
ReferenceType, default is null
Reference to a PaymentMethod associated with this transaction. Query the PaymentMethod name list resource to determine the appropriate PaymentMethod object for this reference. Use PaymentMethod.Id and PaymentMethod.Name from that object for PaymentMethodRef.value and PaymentMethodRef.name, respectively.
CheckNum:
optional
String
Check number for the desposit.
TxnType:
optional
TxnTypeEnum
Type of the payment transaction. For information purposes only.
APCreditCard, ARRefundCreditCard, Bill, BillPaymentCheck, BuildAssembly, CarryOver, CashPurchase, Charge, Check, CreditMemo, Deposit, EFPLiabilityCheck, EFTBillPayment, EFTRefund, Estimate, InventoryAdjustment, InventoryTransfer, Invoice, ItemReceipt, JournalEntry, LiabilityAdjustment, Paycheck, PayrollLiabilityCheck, Purchase, PurchaseOrder, PriorPayment, ReceivePayment, RefundCheck, RefundReceipt, SalesOrder, SalesReceipt, SalesTaxPaymentCheck, Transfer, TimeActivity, VendorCredit, YTDAdjustment
TaxCodeRef:
optional
minor version 4
ReferenceType
Sales/Purchase tax code associated with the Line. For Non US Companies. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxApplicableOn:
optional
minor version 4
TaxApplicableOnEnum, required if TaxCodeRef is specified.
Indicates whether the tax applicable on the line is sales or purchase. For Non US Companies.
Valid value: Sales, Purchase

depositrequest

Line [0..n]:
optional
Line
Individual line items of a transaction. Valid Line types include:
Deposit line:
DepositToAccountRef:
optional
ReferenceType
Identifies the account to be used for this deposit. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType is Other Current Asset or Bank. Use Account.Id and Account.Name from that object for DepositToAccountRef.value and DepostiToAccountRef.name, respectively.

depositresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
DepartmentRef:
optional
ReferenceType, default is null

A reference to a Department object specifying the location of the transaction, as defined using location tracking in QuickBooks Online. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate Department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
GlobalTaxCalculation:
optional
minor version 3
GlobalTaxCalculationEnum, default is TaxExcluded
Method in which tax is applied. Allowed values are: TaxExcluded, TaxInclusive, and NotApplicable.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the invoice to the customer. This field maps to the Memo field on the Invoice form.
TxnStatus:
optional
PaymentStatusEnum
Status of the transaction. Valid values include:
Draft, Overdue, Pending, Payable, Paid, Trash, and Unpaid.
Line [0..n]:
required
Line
Individual line items comprising the deposit. Specify a Line.LinkedTxn element along with DepositLine detail type if this line is to record a deposit for an existing transaction. Select UndepositedFunds account on the existing transaction to make it available for the Deposit.
  • Possible types of transactions that can be linked to a Deposit include: Transfer, Payment (for Cash, CreditCard, and Check payment method types), SalesReceipt, RefundReceipt, JournalEntry.
  • In addition, any expense object whose line item has AccountReceivable can be linked to a Payment and then that Payment can be linked to a Deposit object.

Use Line.LinkedTxn.TxnId as the ID in a separate read request for the specific resource to retrieve details of the linked object.
Linked transaction line:

Deposit line:
TxnTaxDetail:
optional
minor version 4
TxnTaxDetail
This data type provides information for taxes charged on the transaction as a whole. It captures the details sales taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. For non-US companies.
See Global tax model for more information about this element.
If sales tax is disabled (Preferences.TaxPrefs.UsingSalesTax is set to false) then TxnTaxDetail is ignored and not stored.
DepositToAccountRef:
required
ReferenceType
Identifies the account to be used for this deposit. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType is Other Current Asset or Bank. Use Account.Id and Account.Name from that object for DepositToAccountRef.value and DepostiToAccountRef.name, respectively.
TxnSource:
optional
String
Used internally to specify originating source of a credit card transaction.
CashBack:
optional
CashBackInfo
TotalAmt:
optional
BigDecimal
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
HomeTotalAmt:
optional
Decimal, read-only, applicable if multicurrency is enabled for the company
Total amount of the transaction in the home currency. Includes the total of all the charges, allowances and taxes. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

descriptiononly

ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

descriptiononlyline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the transaction, the request is considered an update operation for the description line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the transaction then the request is considered a create operation for the description line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars A string representing one of the following:
  • Free form text description of the line item that appears in the printed record.
  • A subtotal line inline with other lines on the sales form and holds the sum of amounts on all lines above it. This is distinct from the overall transaction subtotal represented with a SubTotal detail line.
    • In create requests, set to Subtotal: (case sensitive) to create the subtotal line; the amount is generated by QuickBooks Online business logic.
    • In read requests, lines with Subtotal: nn.nn returned in this field denote subtotal lines in the object.
Amount:
read-only
minor version 23
Decimal, read-only
The amount of the line item. Available when Amount is set via the QuickBooks UI. Returned only for Description Only line items that have a non-empty amount associated with them.
DetailType:
required
LineDetailTypeEnum
Set to DescriptionOnlyfor this type of line.
DescriptionLineDetail:
required
DescriptionLineDetail
ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

discountline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation. Not supported for BillPayment, Estimate, Invoice, or Payment objects.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to DiscountLineDetailfor this type of line.
DiscountLineDetail:
required
DiscountLineDetail
Discount detail type for the entire transaction. This is in contrast to a discount applied to a specific line. The company preference Sales Form Entry | Discounts must be enabled for this type of line to be available.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Income and Account.AccountSubType=DiscountsRefundsGiven. Use Account.Id and Account.Name from that object for DiscountAccountRef.value and DiscountAccountRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with this discount. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

discountlinedetail

PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Income and Account.AccountSubType=DiscountsRefundsGiven. Use Account.Id and Account.Name from that object for DiscountAccountRef.value and DiscountAccountRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with this discount. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

discountoverride

DiscountRef:
optional
ReferenceType
Discount item used in calculating and applying the discount on the sales transaction paid.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts received from vendors on purchases.

emailaddress

Address:
optional
String, maximum of 100 chars
An email address. The address format must follow the RFC 822 standard.

employeerequest

GivenName:
optional
String, maximum of 25 chars, filterable, sortable, default is null
Given name or Family name of a person. At least one of GivenName or FamilyName attributes is required.
FamilyName:
optional
String, maximum of 25 chars, filterable, sortable, default is null
Family name or the last name of the person. At least one of GivenName or FamilyName attributes is required.
PrimaryAddr:
required when QuickBooks Payroll is enabled
PhysicalAddress
Represents the physical street address for this employee. If QuickBooks Payroll is enabled for the company, the following PhysicalAddress fields are required:
  • City, maximum of 255 chars
  • CountrySubDivisionCode, maximum of 255 chars
  • PostalCode, maximum 30 characters

employeeresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Organization:
optional
Boolean, default is false or null

true--the object represents an organization.
false--the object represents a person.
Title:
optional
String, cmaximum 15 chars, default is null
Title of the person.
This tag supports i18n, all locale.
Not supported when QuickBooks Payroll is enabled.
GivenName:
optional
String, maximum of 25 chars, filterable, sortable, default is null
Given name or family name of a person. At least one of GivenName or FamilyName attributes is required.
MiddleName:
optional
String, maximum of 25 chars, filterable, sortable, default is null
Middle name of the person. The person can have zero or more middle names.
FamilyName:
optional
String, maximum of 25 chars, filterable, sortable, default is null
Family name or the last name of the person. At least one of GivenName or FamilyName attributes is required.
Suffix:
optional
String, maximum of 10 chars, filterable, sortable, default is null
Suffix of the name. For example, Jr.
Not supported when QuickBooks Payroll is enabled.
DisplayName:
optional
String, maximum of 100 chars, filterable, sortable
The name of the person or organization as displayed. Default Value: If not supplied, the system generates DisplayName by concatenating employee name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.
When QuickBooks Payroll is enabled, this attribute is read-only and a concatenation of GivenName, MiddleName, and FamilyName.
PrintOnCheckName:
optional
String, maximum of 100 chars, filterable, sortable
Name of the person or organization as printed on a check. If not provided, this is populated from DisplayName.
Cannot be removed with sparse update.
Not supported when QuickBooks Payroll is enabled.
Active:
optional
Boolean, filterable, default is true
If true, this entity is currently enabled for use by QuickBooks.
PrimaryPhone:
optional
TelephoneNumber, maximum of 20 chars
Primary phone number.
Mobile:
optional
TelephoneNumber, maximum of 20 chars
Mobile phone number.
PrimaryEmailAddr:
optional
EmailAddress
Primary email address.
EmployeeNumber:
optional
String, max 100 chars, default is null
Specifies the ID number of the employee in the employer's directory.
SSN:
optional
String, max 100 chars, default is null
Social security number (SSN) of the employee. If SSN is set, it is masked in the response with XXX-XX-XXXX. If XXX-XX-XXXX is sent in the create or update request, XXX-XX-XXXX is ignored and the old value is preserved.
This attribute cannot be passed in a request when QuickBooks Payroll is enabled. Code for this field must be removed before submitting.
PrimaryAddr:
required when QuickBooks Payroll is enabled
PhysicalAddress
Represents the physical street address for this employee. If QuickBooks Payroll is enabled for the company, the following PhysicalAddress fields are required:
  • City, maximum of 255 chars
  • CountrySubDivisionCode, maximum of 255 chars
  • PostalCode, maximum 30 characters
BillableTime:
optional
Boolean, default is false
If true, this entity is currently enabled for use by QuickBooks.
BillRate:
optional
BigDecimal, default is null
This attribute can only be set if BillableTime is true.
Not supported when QuickBooks Payroll is enabled.
BirthDate:
optional
Date, default is null
Birth date of the employee.
Gender:
optional
String, default is null
Gender of the employee. To clear the gender value, set to Null in a full update request. Supported values include: Male or Female.
HiredDate:
optional
Date, default is null
Hire date of the employee.
ReleasedDate:
optional
Date, default is null
Release date of the employee.

entitlementsresponse

QboCompany:
optional
Boolean
Check if the company is a QuickBooks Online company. false is returned if not a QuickBooks Online company, the company exists in the Intuit ecosystem, but is not a QuickBooks Online company, or the company is a QuickBooks Online company, but the current user does not belong to the company.
PlanName:
optional
String
Billing plan associated with this company.
MaxUsers:
optional
Integer
Maximum billable users allowed in the company.
CurrentUsers:
optional
Integer
Billable users currently in the company.
DaysRemainingTrial:
optional
Integer
Remaining trial period days.
Entitlement:
optional
TelephoneNumber, maximum of 20 chars
Primary phone number.
CompanyStartDate:
optional
DateTime
DateTime when company file was created. This field and Metadata.CreateTime contain the same value.
EmployerId:
optional
String
Employer identifier (EIN).
FiscalYearStartMonth:
optional
MonthEnum
The start month of fiscal year.
Email:
optional
EmailAddress, max 100 chars
Default email address.
WebAddr:
optional
WebSiteAddress
Website address.
SupportedLanguages:
optional
String
Comma separated list of languages.
Entitlement [0..n]:
optional


Entitlement.id--Integer. Name of the entitlement.
Entitlement.name--String. Name of the entitlement.
Entitlement.Term--Boolean. Availability of entitlement: On or Off.

estimaterequest

Line [0..n]:
required
Estimate line object
The minimum line item required for the request is one of the following.
Sales item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Group item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.

estimateresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows:
  • If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null.
  • If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1.
If Preferences:CustomTxnNumber is false and a value is supplied, that value is stored even if it is a duplicate. Recommended best practice: check the setting of Preferences:CustomTxnNumber before setting DocNumber.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
DepartmentRef:
optional
ReferenceType, default is null
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the invoice to the customer. This field maps to the Memo field on the Invoice form.
TxnStatus:
optional
String
One of the following status settings: Accepted, Closed, Pending, Rejected
LinkedTxn[0..n]:
optional
LinkedTxn
Zero or more Invoice objects related to this transaction.
Use LinkedTxn.TxnId as the ID in a separate Invoice read request to retrieve details of the linked object.
Line [0..n]:
optional
Line
Individual line items of a transaction. Valid Line types include:
Sales item line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Group item line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Description only (also used for inline Subtotal lines):
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the transaction, the request is considered an update operation for the description line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the transaction then the request is considered a create operation for the description line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars A string representing one of the following:
  • Free form text description of the line item that appears in the printed record.
  • A subtotal line inline with other lines on the sales form and holds the sum of amounts on all lines above it. This is distinct from the overall transaction subtotal represented with a SubTotal detail line.
    • In create requests, set to Subtotal: (case sensitive) to create the subtotal line; the amount is generated by QuickBooks Online business logic.
    • In read requests, lines with Subtotal: nn.nn returned in this field denote subtotal lines in the object.
Amount:
read-only
minor version 23
Decimal, read-only
The amount of the line item. Available when Amount is set via the QuickBooks UI. Returned only for Description Only line items that have a non-empty amount associated with them.
DetailType:
required
LineDetailTypeEnum
Set to DescriptionOnlyfor this type of line.
DescriptionLineDetail:
required
DescriptionLineDetail
ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

Discount line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation. Not supported for BillPayment, Estimate, Invoice, or Payment objects.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to DiscountLineDetailfor this type of line.
DiscountLineDetail:
required
DiscountLineDetail
Discount detail type for the entire transaction. This is in contrast to a discount applied to a specific line. The company preference Sales Form Entry | Discounts must be enabled for this type of line to be available.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Income and Account.AccountSubType=DiscountsRefundsGiven. Use Account.Id and Account.Name from that object for DiscountAccountRef.value and DiscountAccountRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with this discount. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

Subtotal Line (used for the overall transaction)
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to SubtotalLineDetailfor this type of line.
SubtotalLineDetail:
required
Subtotal LineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
TxnTaxDetail:
optional
TxnTaxDetail
This data type provides information for taxes charged on the transaction as a whole. It captures the details sales taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. See Global tax model for more information about this element.
If sales tax is disabled (Preferences.TaxPrefs.UsingSalesTax is set to false) then TxnTaxDetail is ignored and not stored.
TaxExemptionRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxExepmtion ID associated with this object. Available for companies that have automated sales tax enabled.
  • TaxExemptionRef.Name: The Tax Exemption Id for the customer to which this object is associated. This Id is typically issued by the state.
  • TaxExemptionRef.value: The system-generated Id of the exemption type.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
CustomerMemo:
optional
MemoRef
User-entered message to the customer; this message is visible to end user on their transactions.
BillAddr:
optional
PhysicalAddress
Bill-to address of the Invoice. If BillAddris not specified, and a default Customer:BillingAddr is specified in QuickBooks for this customer, the default bill-to address is used by QuickBooks.
ShipAddr:
optional
PhysicalAddress
Identifies the address where the goods must be shipped. If ShipAddris not specified, and a default Customer:ShippingAddr is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks.
FreeFormAddress:
minor version 21
Boolean, system generated
Denotes how ShipAddr is stored: formatted or unformatted. The value of this flag is system defined based on format of shipping address at object create time.
  • If set to false, shipping address is returned in a formatted style using City, Country, CountrySubDivisionCode, Postal code.
  • If set to true, shipping address is returned in an unformatted style using Line1 through Line5 attributes.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
SalesTermRef:
optional
ReferenceType
Reference to the sales term associated with the transaction. Query the Term name list resource to determine the appropriate Term object for this reference. Use Term.Id and Term.Name from that object for SalesTermRef.value and SalesTermRef.name, respectively.
ShipMethodRef:
optional
ReferenceType
Reference to the ShipMethod associated with the transaction. There is no shipping method list. Reference resolves to a string.
DueDate:
optional
Date, filterable, sortable
Date when the payment of the transaction is due. If date is not provided, the number of days specified in SalesTermRef added the transaction date will be used.
ShipDate:
optional
Date, default is null
Date for delivery of goods or services.
GlobalTaxCalculation:
optional
GlobalTaxCalculationEnum, default is TaxExcluded
Method in which tax is applied. Allowed values are: TaxExcluded, TaxInclusive, and NotApplicable.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
HomeTotalAmt:
optional
Decimal, read-only, applicable if multicurrency is enabled for the company
Total amount of the transaction in the home currency. Includes the total of all the charges, allowances and taxes. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified.
TotalAmt:
optional
BigDecimal
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
ApplyTaxAfterDiscount:
optional
Boolean, default is false
If false or null, calculate the sales tax first, and then apply the discount. If true, subtract the discount first and then calculate the sales tax.
PrintStatus:
optional
String, default is NotSet
; Printing status of the invoice.
Valid values: NotSet, NeedToPrint, PrintComplete .
EmailStatus:
optional
String, default is NotSet
Email status of the invoice.
Valid values: NotSet, NeedToSend, EmailSent
BillEmail:
required if EmailStatus=NeedToSend
EmailAddress
Identifies the e-mail address where the invoice is sent.
ExpirationDate:
optional
Date
Date by which estimate must be accepted before invalidation.
AcceptedBy:
optional
String
Name of customer who accepted the estimate.
AcceptedDate:
optional
Date
Date estimate was accepted.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

exchangerateresponse

SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData, filterable, sortable
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
SourceCurrencyCode:
required for update
String filterable, exactly 3 chars
The source currency from which the exchange rate is specified, and usually. Specify as a three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.
For example, in the equation 65 INR = 1 USD, INR is the source currency.
TargetCurrencyCode:
optional
String, exactly 3 chars, default is the home currency as defined in company preferences
The target currency against which the exchange rate is specified. Specify as a three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.
For example, in the equation 65 INR = 1 USD, USA is the target currency.
Rate:
required for update
Decimal
The exchange rate between SourceCurrencyCode and TargetCurrencyCode on the AsOfDate date.
AsOfDate:
required for update
Boolean, filterable
Date on which this exchange rate was set.

groupline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

grouplinedetail

GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

invoicerequest

Line [0..n]:
required
Invoice line object
The minimum line item required for the request is one of the following.
Sales item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Group item line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Inline subtotal using Description line type:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the transaction, the request is considered an update operation for the description line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the transaction then the request is considered a create operation for the description line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars A string representing one of the following:
  • Free form text description of the line item that appears in the printed record.
  • A subtotal line inline with other lines on the sales form and holds the sum of amounts on all lines above it. This is distinct from the overall transaction subtotal represented with a SubTotal detail line.
    • In create requests, set to Subtotal: (case sensitive) to create the subtotal line; the amount is generated by QuickBooks Online business logic.
    • In read requests, lines with Subtotal: nn.nn returned in this field denote subtotal lines in the object.
Amount:
read-only
minor version 23
Decimal, read-only
The amount of the line item. Available when Amount is set via the QuickBooks UI. Returned only for Description Only line items that have a non-empty amount associated with them.
DetailType:
required
LineDetailTypeEnum
Set to DescriptionOnlyfor this type of line.
DescriptionLineDetail:
required
DescriptionLineDetail
ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.

invoiceresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows:
  • If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null.
  • If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1.
If Preferences:CustomTxnNumber is false and a value is supplied, that value is stored even if it is a duplicate. Recommended best practice: check the setting of Preferences:CustomTxnNumber before setting DocNumber.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
DepartmentRef:
optional
ReferenceType, default is null
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the invoice to the customer. This field maps to the Statement Memo field on the Invoice form in the QuickBooks Online UI.
LinkedTxn[0..n]:
optional
LinkedTxn
Zero or more related transactions to this Invoice object. The following linked relationships are supported:
  • Links to Estimate and TimeActivity objects can be established directly to this Invoice object with UI or with the API. Create, Read, Update, and Query operations are avaialble at the API level for these types of links.
  • Links to expenses incurred on behalf of the customer are returned in the response with LinkedTxn.TxnType set to ReimburseCharge, ChargeCredit or StatementCharge corresponding to billable customer expenses of type Cash, Delayed Credit, and Delayed Charge, respectively. Links to these types of transactions are established within the QuickBooks UI, only, and are available as read-only at the API level.
  • Links to payments applied to an Invoice object are returned in the response with LinkedTxn.TxnType set to Payment. Links to Payment transactions are established within the QuickBooks UI, only, and are available as read-only at the API level.

Use LinkedTxn.TxnId as the ID in a separate read request for the specific resource to retrieve details of the linked object.
Line [0..n]:
required
Line
Individual line items of a transaction. Valid Line types include:
Sales item line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Group item line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
DetailType:
required
LineDetailTypeEnum
Set to GroupLineDetailfor this type of line.
GroupLineDetail:
required
GroupLineDetail
GroupItemRef:
optional
ReferenceType
Reference to a group item for all the lines that belong to the bundle. Query the Item name list resource to determine the appropriate Item group object (Item.Type=Group) for this reference. Use Item.Id and Item.Name from that object for GroupItemRef.value and GroupItemRef.name, respectively.
Quantity:
optional
Decimal, default is 1
Quantity of the group item.
Line [0..n]:
optional
Line
Individual ItemLine elements that comprise a bundle. Returned in responses.
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
For Invoice objects in global locales: when updating Amount, remove the TxnTaxDetail element in the object before submitting it in the update request payload.
DetailType:
required
LineDetailTypeEnum
Set to SalesItemLineDetailfor this type of line.
SalesItemLineDetail:
required
SalesItemLineDetail
ItemRef:
optional
ReferenceType
Reference to an Item object.
  • Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively.
  • Set ItemRef.value to SHIPPING_ITEM_ID when Line.amount represents transaction-wide shipping charges. Valid when Preferences.SalesFormsPrefs.AllowShipping is set to true.
  • When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored.
  • Applicable to invoice objects, only, and when linktxn specifies a ReimburseCharge. When Item.Id is set to 1, ItemAccountRef refers to reimburse expense account Id.

For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
MarkupInfo:
optional
MarkupInfo
Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
ItemAccountRef:
optional
ReferenceType, read-only, system-generated
Available with invoice objects, only, and when there is a linkedtxn of type ReimburseCharge for this object. When ItemRef.Id is set to 1, ItemAccountRef maps to the reimbursable charge account.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxClassificationRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxClassificationfor this item. Available for companies that have automated sales tax enabled.
  • TaxClassificationRef.Name: Currently not populated.
  • TaxClassificationRef.value: The system-defined Tax Classification code that is applied to this line item.
ServiceDate:
optional
Date
Date when the service is performed.
TaxInclusiveAmt:
optional
minor version 1
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
DiscountRate:
optional
minor version 4
Decimal
The discount rate applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.
DiscountAmt:
optional
minor version 4
Decimal
The discount amount applied to this line. If both DiscountAmt and DiscountRate are supplied, DiscountRate takes precedence and DiscountAmt is recalculated by QuickBooks services based on amount of DiscountRate.

Description only (also used for inline Subtotal lines):
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the transaction, the request is considered an update operation for the description line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the transaction then the request is considered a create operation for the description line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars A string representing one of the following:
  • Free form text description of the line item that appears in the printed record.
  • A subtotal line inline with other lines on the sales form and holds the sum of amounts on all lines above it. This is distinct from the overall transaction subtotal represented with a SubTotal detail line.
    • In create requests, set to Subtotal: (case sensitive) to create the subtotal line; the amount is generated by QuickBooks Online business logic.
    • In read requests, lines with Subtotal: nn.nn returned in this field denote subtotal lines in the object.
Amount:
read-only
minor version 23
Decimal, read-only
The amount of the line item. Available when Amount is set via the QuickBooks UI. Returned only for Description Only line items that have a non-empty amount associated with them.
DetailType:
required
LineDetailTypeEnum
Set to DescriptionOnlyfor this type of line.
DescriptionLineDetail:
required
DescriptionLineDetail
ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

Discount line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation. Not supported for BillPayment, Estimate, Invoice, or Payment objects.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to DiscountLineDetailfor this type of line.
DiscountLineDetail:
required
DiscountLineDetail
Discount detail type for the entire transaction. This is in contrast to a discount applied to a specific line. The company preference Sales Form Entry | Discounts must be enabled for this type of line to be available.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType=Income and Account.AccountSubType=DiscountsRefundsGiven. Use Account.Id and Account.Name from that object for DiscountAccountRef.value and DiscountAccountRef.name, respectively.
ClassRef:
optional
ReferenceType
Reference to the Class associated with this discount. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
The TaxCodeassociated with the sales tax for the expense. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.

Subtotal Line (used for the overall transaction)
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to SubtotalLineDetailfor this type of line.
SubtotalLineDetail:
required
Subtotal LineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
TxnTaxDetail:
optional
TxnTaxDetail
This data type provides information for taxes charged on the transaction as a whole. It captures the details sales taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. See Global tax model for more information about this element.
If sales tax is disabled (Preferences.TaxPrefs.UsingSalesTax is set to false) then TxnTaxDetail is ignored and not stored.
TaxExemptionRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxExepmtion ID associated with this object. Available for companies that have automated sales tax enabled.
  • TaxExemptionRef.Name: The Tax Exemption Id for the customer to which this object is associated. This Id is typically issued by the state.
  • TaxExemptionRef.value: The system-generated Id of the exemption type.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
CustomerMemo:
optional
MemoRef
User-entered message to the customer; this message is visible to end user on their transactions.
BillAddr:
optional
PhysicalAddress
Bill-to address of the Invoice. If BillAddris not specified, and a default Customer:BillingAddr is specified in QuickBooks for this customer, the default bill-to address is used by QuickBooks.
ShipAddr:
optional
PhysicalAddress
Identifies the address where the goods must be shipped. If ShipAddris not specified, and a default Customer:ShippingAddr is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks.
FreeFormAddress:
minor version 21
Boolean, system generated
Denotes how ShipAddr is stored: formatted or unformatted. The value of this flag is system defined based on format of shipping address at object create time.
  • If set to false, shipping address is returned in a formatted style using City, Country, CountrySubDivisionCode, Postal code.
  • If set to true, shipping address is returned in an unformatted style using Line1 through Line5 attributes.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
SalesTermRef:
optional
ReferenceType, filterable
Reference to the sales term associated with the transaction. Query the Term name list resource to determine the appropriate Term object for this reference. Use Term.Id and Term.Name from that object for SalesTermRef.value and SalesTermRef.name, respectively.
DueDate:
optional
Date, filterable, sortable
Date when the payment of the transaction is due. If date is not provided, the number of days specified in SalesTermRef added the transaction date will be used.
GlobalTaxCalculation:
optional
GlobalTaxCalculationEnum, default is TaxExcluded
Method in which tax is applied. Allowed values are: TaxExcluded, TaxInclusive, and NotApplicable.
ShipMethodRef:
optional
ReferenceType
Reference to the ShipMethod associated with the transaction. There is no shipping method list. Reference resolves to a string.
ShipDate:
optional
Date, default is null
Date for delivery of goods or services.
TrackingNum:
optional
String
Shipping provider's tracking number for the delivery of the goods associated with the transaction.
TotalAmt:
optional
BigDecimal
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
HomeTotalAmt:
optional
Decimal, read-only, applicable if multicurrency is enabled for the company
Total amount of the transaction in the home currency. Includes the total of all the charges, allowances and taxes. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified.
HomeBalance:
optional
minor version 3
Decimal, read-only, applicable if multicurrency is enabled for the company
Convenience field containing the amount in Balance expressed in terms of the home currency. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified and available when endpoint is evoked with the minorversion=3 query parameter.
ApplyTaxAfterDiscount:
optional
Boolean, default is false
If false or null, calculate the sales tax first, and then apply the discount. If true, subtract the discount first and then calculate the sales tax.
PrintStatus:
optional
String, default is NotSet
; Printing status of the invoice.
Valid values: NotSet, NeedToPrint, PrintComplete .
EmailStatus:
optional
String, default is NotSet
Email status of the invoice.
Valid values: NotSet, NeedToSend, EmailSent
BillEmail:
optional
EmailAddress
Identifies the e-mail address where the invoice is sent. If EmailStatus=NeedToSend, BillEmailis a required input.
BillEmailCc:
optional
minor version 8
EmailAddress
Identifies the carbon copy e-mail address where the invoice is sent. If not specified, this field is populated from that defined in Preferences.SalesFormsPrefs.SalesEmailCc. If this email address is invalid, carbon copy email is not sent.
BillEmailBcc:
optional
minor version 8
EmailAddress
Identifies the blind carbon copy e-mail address where the invoice is sent. If not specified, this field is populated from that defined in Preferences.SalesFormsPrefs.SalesEmailBcc. If this email address is invalid, blind carbon copy email is not sent.
DeliveryInfo:
optional
DeliveryInfo, read-only
Email delivery information. Returned when a request has been made to deliver email with the send operation.
Balance:
optional
Decimal, filterable, sortable, read-only
The balance reflecting any payments made against the transaction. Initially set to the value of TotalAmt. A Balance of 0 indicates the invoice is fully paid. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
TxnSource:
optional
String
Used internally to specify originating source of a credit card transaction.
AllowIPNPayment:
deprecated
Boolean, do not modify
Flag to allow payments from legacy Intuit Payment Network (IPN). Provided to maintain backward compatibility and must always be set to false.
AllowOnlinePayment:
deprecated
Boolean, do not modify
Deprecated flag to allow online payments. In use before AllowOnlineCreditCardPayment and AllowOnlineACHPayment flags existed and provided to maintain backward compatibility.
  • If set to true, this invoice was created before AllowOnlinePayment was deprecated and denotes both CC and ACH payments are allowed. In addition, the AllowOnlineCreditCardPayment and AllowOnlineACHPayment flags must be set to true.
  • If set to false, this invoice was created after the AllowOnlinePayment flag was deprecated and is not used.
AllowOnlineCreditCardPayment:
optional
Boolean, default is false
Specifies if online credit card payments are allowed for this invoice and corresponds to the Cards online payment check box on the QuickBooks UI. Active when Preferences.SalesFormsPrefs.ETransactionPaymentEnabled is set to true.
  • If set to true, allow invoice to be paid with online credit card payments. The Cards online payment check box is checked on the QuickBooks UI.
  • If set to false, online credit card payments are not allowed. The Cards online payment check box is not checked on the QuickBooks UI.
AllowOnlineACHPayment:
optional
Boolean, default is false
Specifies if this invoice can be paid with online bank transfers and corresponds to the Free bank transfer online payment check box on the QuickBooks UI. Active when Preferences.SalesFormsPrefs.ETransactionPaymentEnabled is set to true.
  • If set to true, allow invoice to be paid with online bank transfers. The Free bank transfer online payment check box is checked on the QuickBooks UI for this invoice.
  • If set to false, online bank transfers are not allowed. The Free bank transfer online payment check box is not checked on the QuickBooks UI for this invoice.
Deposit:
optional
Decimal
The deposit made towards this invoice.
DepositToAccountRef:
optional
ReferenceType
Account to which money is deposited. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType is Other Current Asset or Bank. Use Account.Id and Account.Name from that object for DepositToAccountRef.value and DepositToAccountRef.name, respectively.
If you do not specify this account, payment is applied to the Undeposited Funds account.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

itemrequest

Name:
required for create
String, required, maximum of 100 chars, filterable, sortable
Name of the item.
IncomeAccountRef:
required for Inventory and Service item types
ReferenceType
Reference to the posting account, that is, the account that records the proceeds from the sale of this item. Must be an account with account type of Sales of Product Income. span>. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for IncomeAccountRef.value and IncomeAccountRef.name, respectively.
For France locales:
  • This is an optional field.
  • This is the sales account id, If not provided it defaults to the default sales account: 706100 and 707100 are the default expense accounts used for Service and Product type of item, respectively.
ExpenseAccountRef:
required for Inventory, NonInventory, and Service item types
ReferenceType
Reference to the expense account used to pay the vendor for this item. Must be an account with account type of Cost of Goods Sold. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for ExpenseAccountRef.value and ExpenseAccountRef.name, respectively.
For France locales:
  • This is an optional field.
  • This is the purchase account id, If not provided it defaults to the default purchase account: 605100 and 601100 are the default expense accounts used for Service and Product type of item, respectively.
AssetAccountRef:
required for Inventory item types
ReferenceType
Reference to the Inventory Asset account that tracks the current value of the inventory. If the same account is used for all inventory items, the current balance of this account will represent the current total value of the inventory. Must be an account with account type of Other Current Asset. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for AssetAccountRef.value and AssetAccountRef.name, respectively.
InvStartDate:
required for Inventory item types
Date
Date of opening balance for the inventory transaction. Required when creating an Item.Type=Inventory.

itemresponse

Id:
required for update
IdType, filterable, sortable
Unique Identifier for an Intuit entity (object).
Required for the update operation.
SyncToken:
required for update
String, read-only
Version number of the entity.
Required for the update operation.
MetaData:
optional
ModificationMetaData
Descriptive information about the entity. The MetaData values are set by Data Services and are read only for all applications.
Name:
required
String, maximum of 100 chars, filterable, sortable
Name of the item.
Sku:
optional
minor version 4
String, maximum of 100 chars, filterable, default is null
The stock keeping unit (SKU) for this Item. This is a company-defined identifier for an item or product used in tracking inventory.
Description:
optional
String, maximum of 4000 chars
Description of the item.
Active:
optional
Boolean, filterable, default is true
If true, the object is currently enabled for use by QuickBooks.
SubItem:
optional
Boolean, default is false or null
If true, this is a sub item. If false or null, this is a top-level item.
Creating inventory hierarchies with traditional inventory items is being phased out in lieu of using categories and sub categories.
ParentRef:
optional
ReferenceType, default is null
The immediate parent of the sub item in the hierarchical Item:SubItem list. If SubItem is true, then ParenRef is required. If SubItem is true, then ParenRef is required. Query the Item name list resource to determine the appropriate object for this reference. Use Item.Id and Item.Name from that object for ParentRef.value and ParentRef.name, respectively.
Level:
optional
Integer, default is 0, read-only
Specifies the level of the hierarchy in which the entity is located. Zero specifies the top level of the hierarchy; anything above will be the next level with respect to the parent. Limited to 5 levels.
FullyQualifiedName:
optional
String, filterable, default is null, read-only
Fully qualified name of the entity. The fully qualified name prepends the topmost parent, followed by each sub element separated by colons. Takes the form of Item:SubItem. Returned from an existing object and not input on a new object.Limited to 5 levels.
Taxable:
optional
Boolean
If true, transactions for this item are taxable. Applicable to US companies, only.
SalesTaxIncluded:
optional
Boolean, default is false
True if the sales tax is included in the item amount, and therefore is not calculated for the transaction.
UnitPrice:
optional
Decimal, maximum of 99999999999, sortable, default is 0.
Corresponds to the Price/Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
Type:
Required when minor version 4 is specified.
String, filterable, sortable
Classification that specifies the use of this item. See the description at the top of the Item entity page for details about supported item types.
For requests with minor versions earlier than 4 specified, this field is read-only and system-defined as follows:
  • Inventory--Default setting when TrackQtyOnHand, InvStartDate, and AssetAccountRef are specified. Used for goods the company sells and buys that are tracked as inventory.
  • Service--Default setting when TrackQtyOnHand, InvStartDate, and AssetAccountRef are not specified. Used for non-tangible goods the company sells and buys that are not tracked as inventory. For example, specialized labor, consulting hours, and professional fees.

For requests with minor version=4 query parameter, this field is required to be explicitly set with one of the following:
  • Inventory--Used for goods the company sells and buys that are tracked as inventory.
  • Service--Used for non-tangible goods the company sells and buys that are not tracked as inventory. For example, specialized labor, consulting hours, and professional fees.
  • NonInventory--Use for goods the company sells and buys that are not tracked as inventory. For example, office supplies or goods bought on behalf of the customer.

When querying Item objects with minor versions earlier than 4 specified, NonInventory types are returned as type Service.
For French locales, Type is tied with ItemCategoryType: if ItemCategoryType is set to Service, then Type is set to Service, if ItemCategoryType is Product, then Type is set to NonInventory.
ItemCategoryType:
required
minor version 3
String
Classification that specifies the use of this item. Applicable for France companies, only. Available when endpoint is evoked with the minorversion=3 query parameter.
Read-only after object is created.
Valid values include: Product and Service.
IncomeAccountRef:
required for Inventory and Service item types
ReferenceType
Reference to the posting account, that is, the account that records the proceeds from the sale of this item. Must be an account with account type of Sales of Product Income. span>. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for IncomeAccountRef.value and IncomeAccountRef.name, respectively.
For France locales:
  • This is an optional field.
  • This is the sales account id, If not provided it defaults to the default sales account: 706100 and 707100 are the default expense accounts used for Service and Product type of item, respectively.
ExpenseAccountRef:
required for Inventory, NonInventory, and Service item types
ReferenceType
Reference to the expense account used to pay the vendor for this item. Must be an account with account type of Cost of Goods Sold. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for ExpenseAccountRef.value and ExpenseAccountRef.name, respectively.
For France locales:
  • This is an optional field.
  • This is the purchase account id, If not provided it defaults to the default purchase account: 605100 and 601100 are the default expense accounts used for Service and Product type of item, respectively.
PurchaseDesc:
optional
String, max 1000 chars
Purchase description for the item.
PurchaseTaxIncluded:
optional
Boolean, default is false
True if the purchase tax is included in the item amount, and therefore is not calculated for the transaction.
PurchaseCost:
optional
Decimal, maximum of 99999999999
Amount paid when buying or ordering the item, as expressed in the home currency.
AssetAccountRef:
required for Inventory item types.
ReferenceType
Reference to the Inventory Asset account that tracks the current value of the inventory. If the same account is used for all inventory items, the current balance of this account will represent the current total value of the inventory. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for AssetAccountRef.value and AssetAccountRef.name, respectively.
TrackQtyOnHand:
optional
Boolean, default is false
True if there is quantity on hand to be tracked. Once this value is true, it cannot be updated to false. Applicable for items of type Inventory.
Not applicable for Service or NonInventory item types.
InvStartDate:
required for Inventory type items.
Date
Date of opening balance for the inventory transaction.
For read operations, the date returned in this field is always the originally provided inventory start date.
For update operations, the date supplied is interpreted as the inventory adjust date, is stored as such in the underlying data model, and is reflected in the QuickBooks Online UI for the object. The inventory adjust date is not exposed for read operations through the API.
QtyOnHand:
required for Inventory type items.
Decimal, sortable
Current quantity of the Inventory items available for sale. Not used for Service or NonInventory type items.
SalesTaxCodeRef:
optional
ReferenceType
Reference to the sales tax code for the Sales item. Applicable to Service and Sales item types only. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for SalesTaxCodeRef.value and SalesTaxCodeRef.name, respectively.
PurchaseTaxCodeRef:
optional
ReferenceType
Reference to the purchase tax code for the item. Applicable to Service, Other Charge, and Product (Non-Inventory) item types. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for PurchaseTaxCodeRef.value and PurchaseTaxCodeRef.name, respectively.
AbatementRate:
optional
minor version 3
Decimal
Sales tax abatement rate for India locales.
ReverseChargeRate:
optional
minor version 3
Decimal
Sales tax reverse charge rate for India locales.
ServiceType:
optional
minor version 3
String
Sales tax service type for India locales.

itemreftype

value:
required
string
The ID for the referenced item object as found in the Item.Id field of the Item object payload.
name:
optional
string
An identifying name for the object being referenced by value. Use Item.FullyQualifiedName to populate this field.
type:
optional
string
The item type for this reference. Use Item.Type to populate this field.

itemgroupdetail

ItemGroupLine [0..n]:
optional
ItemGroupLine
One or more Item objects that comprise a bundle; objects must already exist in the company. Query the Item name list resource for the Item objects that go into the bundle. For each object, create an ItemRef element. Use Item.Id, Item.FullyQualifiedName, and Item.Type for ItemRef.value, ItemRef.name, and ItemRef.type respectively.
ItemRef:
optional
ItemRef
value:
required
string
The ID for the referenced item object as found in the Item.Id field of the Item object payload.
name:
optional
string
An identifying name for the object being referenced by value. Use Item.FullyQualifiedName to populate this field.
type:
optional
string
The item type for this reference. Use Item.Type to populate this field.
Qty:
optional
String
The quantity of this object to include in the bundle.

itemgroupline

ItemRef:
optional
ItemRef
value:
required
string
The ID for the referenced item object as found in the Item.Id field of the Item object payload.
name:
optional
string
An identifying name for the object being referenced by value. Use Item.FullyQualifiedName to populate this field.
type:
optional
string
The item type for this reference. Use Item.Type to populate this field.
Qty:
optional
String
The quantity of this object to include in the bundle.

journalcoderequest

Name:
required
String, 2 to 20 characters in length
A name representing the journal code.

journalcoderesponse

Id:
required for update
IdType, sortable, filterable, read-only
Unique Identifier for an Intuit entity (object).
Required for the update operation.
SyncToken:
required for update
String, read-only
Version number of the entity.
Required for the update operation.
MetaData:
optional
ModificationMetaData, filterable, sortable
Descriptive information about the entity. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
Name:
required
String, 2 to 20 characters in length
A name representing the journal code.
Type:
optional
String
The type of this journal code. The value cannot be changed once the object is created. Valid types include:
Expenses
Sales
Bank
Nouveaux
Wages
Cash
Others
Description:
optional
String
A free-form description of the journal code.

journalreport

[[Ext:IncludeFile Section=ApiReference File=Accounting\models\journalreport.html mode=Collapsed ]]

itembasedexpenseline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to ItemBasedExpenseLineDetail for this type of line.
ItemBasedExpenseLineDetail:
required
ItemBasedExpenseLineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal

Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
PriceLevelRef:
optional
ReferenceType
Reference to the PriceLevel of the service or item for the line. Support for this element will be available in the coming months.
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
CustomerRef:
optional
ReferenceType
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
BillableStatus:
optional
BillableStatusEnum
The billable status of the expense.
Valid values: Billable, NotBillable, HasBeenBill (not available for Bill objects)
TaxInclusiveAmt:
optional
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.

itembasedexpenselinedetail

ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal

Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
PriceLevelRef:
optional
ReferenceType
Reference to the PriceLevel of the service or item for the line. Support for this element will be available in the coming months.
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
CustomerRef:
optional
ReferenceType
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
BillableStatus:
optional
BillableStatusEnum
The billable status of the expense.
Valid values: Billable, NotBillable, HasBeenBill (not available for Bill objects)
TaxInclusiveAmt:
optional
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.

itemreceiptline

Id:
optional
String, Required for update
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
optional
Decimal, max 15 digits in 10.5 format, required
The amount of the line item.
DetailType:
optional
LineDetailTypeEnum, required
Set to ItemReceiptLineDetailfor this type of line.

jobinfo

Status:
optional
String
Current status of the job.
Valid values: Awarded, Closed, InProgress, None, NotAwarded, Pending
StartDate:
optional
Date
Starting date of the Job.
ProjectedEndDate:
optional
Date
Projected end date of the job.
EndDate:
optional
Date
End date of the job.
Description:
optional
String, maximum of 99 chars
Job description.
JobTypeRef:
optional
ReferenceType
Reference to the JobType.

journalentryline

Id:
required for update
String, integer as string
The Id of the line item. In requests, if Id matches that for an existing line in the transaction the line is updated. Otherwise, a new line is created.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to JournalEntryLineDetailfor this type of line.
JournalEntryLineDetail:
required
JournalEntryLineDetail
PostingType:
required
PostingTypeEnum
Indicates whether this JournalEntry line is a debit or credit. Valid values: Credit, Debit
Entity:
optional
Type:
EntityTypeEnum
Object type. Output only. Valid values are Vendor, Employee, or Customer.
EntityRef:
required
ReferenceType

Query the corresponding name list resource as specified by Entity to determine the appropriate object for this reference. Use the Id and DisplayName values from that object for EntityRef.value and EntityRef.name, respectively.
AccountRef:
required
ReferenceType
Reference to the account associated with this line. Query the Account name list resource to determine the appropriate Account object for this reference, based on the side of the journal entry represented by this line. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
DepartmentRef:
optional
ReferenceType
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxApplicableOn:
required if TaxCodeRef is specified
TaxApplicableOnEnum
Indicates whether the tax applicable on the line is sales or purchase.
Valid value: Sales, Purchase
TaxAmount:
required if TaxCodeRef is specified
Decimal
Min: 0, Max:999999999
Tax amount of the line.
BillableStatus:
optional
String
The billable status of the journal entry line. The line is to be billed to a customer if the account is an expense account and EntityRef specifies a Customer object.
Valid values: Billable, NotBillable, HasBeenBilled
JournalCodeRef:
optional
required
minor version 5
ReferenceType
For France locales, only. Reference to a JournalCode object. This must be present for both Credit and Debit posting sides of the JournalEntry object. Query the JournalCode name list resource to determine the appropriate JournalCode object for this reference. Use JournalCode.Id and JournalCode.Name from that object for JournalCodeRef.value and JournalCodeRef.name, respectively.

journalentrylinedetail

PostingType:
required
PostingTypeEnum
Indicates whether this JournalEntry line is a debit or credit. Valid values: Credit, Debit
Entity:
optional
Type:
EntityTypeEnum
Object type. Output only. Valid values are Vendor, Employee, or Customer.
EntityRef:
required
ReferenceType

Query the corresponding name list resource as specified by Entity to determine the appropriate object for this reference. Use the Id and DisplayName values from that object for EntityRef.value and EntityRef.name, respectively.
AccountRef:
required
ReferenceType
Reference to the account associated with this line. Query the Account name list resource to determine the appropriate Account object for this reference, based on the side of the journal entry represented by this line. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
DepartmentRef:
optional
ReferenceType
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxApplicableOn:
required if TaxCodeRef is specified
TaxApplicableOnEnum
Indicates whether the tax applicable on the line is sales or purchase.
Valid value: Sales, Purchase
TaxAmount:
required if TaxCodeRef is specified
Decimal
Min: 0, Max:999999999
Tax amount of the line.
BillableStatus:
optional
String
The billable status of the journal entry line. The line is to be billed to a customer if the account is an expense account and EntityRef specifies a Customer object.
Valid values: Billable, NotBillable, HasBeenBilled
JournalCodeRef:
optional
required
minor version 5
ReferenceType
For France locales, only. Reference to a JournalCode object. This must be present for both Credit and Debit posting sides of the JournalEntry object. Query the JournalCode name list resource to determine the appropriate JournalCode object for this reference. Use JournalCode.Id and JournalCode.Name from that object for JournalCodeRef.value and JournalCodeRef.name, respectively.

journalentryrequest

Line [0..n]:
required
Line, required
Individual line items of a journal entry. Two line items are required: one with PostingType set to Debit and one with PostingType set to Credit. Set Line.DetailType to JournalEntryLineDetail for both lines.
Id:
required for update
String, integer as string
The Id of the line item. In requests, if Id matches that for an existing line in the transaction the line is updated. Otherwise, a new line is created.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to JournalEntryLineDetailfor this type of line.
JournalEntryLineDetail:
required
JournalEntryLineDetail
PostingType:
required
PostingTypeEnum
Indicates whether this JournalEntry line is a debit or credit. Valid values: Credit, Debit
Entity:
optional
Type:
EntityTypeEnum
Object type. Output only. Valid values are Vendor, Employee, or Customer.
EntityRef:
required
ReferenceType

Query the corresponding name list resource as specified by Entity to determine the appropriate object for this reference. Use the Id and DisplayName values from that object for EntityRef.value and EntityRef.name, respectively.
AccountRef:
required
ReferenceType
Reference to the account associated with this line. Query the Account name list resource to determine the appropriate Account object for this reference, based on the side of the journal entry represented by this line. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
DepartmentRef:
optional
ReferenceType
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxApplicableOn:
required if TaxCodeRef is specified
TaxApplicableOnEnum
Indicates whether the tax applicable on the line is sales or purchase.
Valid value: Sales, Purchase
TaxAmount:
required if TaxCodeRef is specified
Decimal
Min: 0, Max:999999999
Tax amount of the line.
BillableStatus:
optional
String
The billable status of the journal entry line. The line is to be billed to a customer if the account is an expense account and EntityRef specifies a Customer object.
Valid values: Billable, NotBillable, HasBeenBilled
JournalCodeRef:
optional
required
minor version 5
ReferenceType
For France locales, only. Reference to a JournalCode object. This must be present for both Credit and Debit posting sides of the JournalEntry object. Query the JournalCode name list resource to determine the appropriate JournalCode object for this reference. Use JournalCode.Id and JournalCode.Name from that object for JournalCodeRef.value and JournalCodeRef.name, respectively.
JournalCodeRef:
required for France locales
minor version 5
ReferenceType
Reference to a JournalCode object. Query the JournalCode name list resource to determine the appropriate JournalCode object for this reference. Use JournalCode.Id and JournalCode.Name from that object for JournalCodeRef.value and JournalCodeRef.name, respectively.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.

journalentryresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, DocNumber is null. Duplicate doc numbers are allowed.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction.
Line [0..n]:
required
Line
Individual line items of a transaction. There must be at least one pair of Journal Entry Line elements, representing a debit and a credit, called distribution lines. Valid Line types include:
Journal Entry Line:
Id:
required for update
String, integer as string
The Id of the line item. In requests, if Id matches that for an existing line in the transaction the line is updated. Otherwise, a new line is created.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to JournalEntryLineDetailfor this type of line.
JournalEntryLineDetail:
required
JournalEntryLineDetail
PostingType:
required
PostingTypeEnum
Indicates whether this JournalEntry line is a debit or credit. Valid values: Credit, Debit
Entity:
optional
Type:
EntityTypeEnum
Object type. Output only. Valid values are Vendor, Employee, or Customer.
EntityRef:
required
ReferenceType

Query the corresponding name list resource as specified by Entity to determine the appropriate object for this reference. Use the Id and DisplayName values from that object for EntityRef.value and EntityRef.name, respectively.
AccountRef:
required
ReferenceType
Reference to the account associated with this line. Query the Account name list resource to determine the appropriate Account object for this reference, based on the side of the journal entry represented by this line. Use Account.Id and Account.Name from that object for AccountRef.value and AccountRef.name, respectively.
For France locales: The account associated with the referenced Account object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then this account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
DepartmentRef:
optional
ReferenceType
A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true.
Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name, respectively.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TaxApplicableOn:
required if TaxCodeRef is specified
TaxApplicableOnEnum
Indicates whether the tax applicable on the line is sales or purchase.
Valid value: Sales, Purchase
TaxAmount:
required if TaxCodeRef is specified
Decimal
Min: 0, Max:999999999
Tax amount of the line.
BillableStatus:
optional
String
The billable status of the journal entry line. The line is to be billed to a customer if the account is an expense account and EntityRef specifies a Customer object.
Valid values: Billable, NotBillable, HasBeenBilled
JournalCodeRef:
optional
required
minor version 5
ReferenceType
For France locales, only. Reference to a JournalCode object. This must be present for both Credit and Debit posting sides of the JournalEntry object. Query the JournalCode name list resource to determine the appropriate JournalCode object for this reference. Use JournalCode.Id and JournalCode.Name from that object for JournalCodeRef.value and JournalCodeRef.name, respectively.

Description only:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the transaction, the request is considered an update operation for the description line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the transaction then the request is considered a create operation for the description line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars A string representing one of the following:
  • Free form text description of the line item that appears in the printed record.
  • A subtotal line inline with other lines on the sales form and holds the sum of amounts on all lines above it. This is distinct from the overall transaction subtotal represented with a SubTotal detail line.
    • In create requests, set to Subtotal: (case sensitive) to create the subtotal line; the amount is generated by QuickBooks Online business logic.
    • In read requests, lines with Subtotal: nn.nn returned in this field denote subtotal lines in the object.
Amount:
read-only
minor version 23
Decimal, read-only
The amount of the line item. Available when Amount is set via the QuickBooks UI. Returned only for Description Only line items that have a non-empty amount associated with them.
DetailType:
required
LineDetailTypeEnum
Set to DescriptionOnlyfor this type of line.
DescriptionLineDetail:
required
DescriptionLineDetail
ServiceDate:
optional
Date
Date when the service is performed.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
TxnTaxDetail:
optional
TxnTaxDetail
This data type provides information for taxes charged on the transaction as a whole. It captures the details sales taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. See Global tax model for more information about this element.
If sales tax is disabled (Preferences.TaxPrefs.UsingSalesTax is set to false) then TxnTaxDetail is ignored and not stored.
TotalAmt:
optional
BigDecimal
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
HomeTotalAmt:
optional
Decimal, read-only, applicable if multicurrency is enabled for the company
Total amount of the transaction in the home currency. Includes the total of all the charges, allowances and taxes. Calculated by QuickBooks business logic.
Value is valid only when CurrencyRef is specified.
Adjustment:
optional
Boolean
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. By default, this is recalculated by the system based on sub-items total and overridden.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

linkedtxn

TxnId:
required
String
Transaction Id of the related transaction.
TxnType:
required
String
Transaction type of the linked object.
TxnLineId:
optional
String
The line number of a specific line of the linked transaction. If supplied, the TxnId and TxnType attributes of the linked transaction must also be populated.

line

Id:
optional
String, Required for update
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
optional
Decimal, max 15 digits in 10.5 format, required
The amount of the line item.
LinkedTxn[0..n]:
optional
Transaction to which the current entity is related. For example, an invoice line may link to a sales order or estimate.

linelinkedtxn

Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
LinkedTxn [0..n]:
required
Transaction to which the current entity is related. For example, a billpayment line links to the originating bill object for which the billpayment is applied.

markupinfo

Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.

memoref

value:
required
string, maximum 1000 chars, default is null
User-entered message to the customer; this message is visible to the end user on their transactions.

modificationmetadata

CreateTime:
optional
DateTime, filterable, sortable, read-only
Time the entity was created in the source domain.
LastUpdatedTime:
optional
DateTime, filterable, sortable, read-only
Time the entity was last updated in the source domain.

otherprefs

Extension Description
DataPartner Data partner enabled.
NameValue.Name="DataPartner"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—enabled.
  • false—disabled.
DateFormat

The date format.
NameValue.Name="DateFormat"
NameValue.Value="String"

Where String is set to one of the following:
Month Date Year separated by a slash
Date Month Year separated by a slash
Date Month Year separated by a dash
Year Month Date separated by a dash
Year Month Date separated by a slash
Month Date Year separated by a dash
Date Month Year separated by a dot
Month Date Year separated by a dot
Year Month Date separated by a dot

Available for non-US locales. For US locale use minor version 21.
DateFormatMnemonic

The date format mnemonic.
NameValue.Name="DateFormatMnemonic"
NameValue.Value="String"

Where String is set to one of the following:
MMDDYYYY_SEP_SLASH
DDMMYYYY_SEP_SLASH
DDMMYYYY_SEP_DASH
YYYYMMDD_SEP_DASH
YYYYMMDD_SEP_SLASH
MMDDYYYY_SEP_DASH
DDMMYYYY_SEP_DOT
MMDDYYYY_SEP_DOT
YYYYMMDD_SEP_DOT

Available for non-US locales. For US locale use minor version 21.
DefaultCustomerMessage The default message appearing on sales transactions..
NameValue.Name="SalesFormsPrefs.DefaultCustomerMessage"
NameValue.Value="string"
DefaultItem The default line item appearing on sales transactions.
NameValue.Name="SalesFormsPrefs.DefaultItem"
NameValue.Value="string"
where String is the Item.Id of the item.
DefaultTaxRateSelection The default tax rate selection.
NameValue.Name="AccountingInfoPrefs.DefaultTaxRateSelection"
NameValue.Value="string"
where String is one of the following:
  • 1—transactions are exclusive of tax.
  • 2—transactions are inclusive of tax.

Available with minor version 21.
DTXCopyMemo The DTX copy memo enabled
NameValue.Name="DTXCopyMemo"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Diabled.
FDPEnabled FDP enabled.
NameValue.Name="FDPEnabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.
MarkupOnBillableExpenseEnabled If enabled, the default markup amount specified by VendorAndPurchasesPrefs.DefaultMarkUp is automatically added to the expense.
NameValue.Name="VendorAndPurchasesPrefs.MarkupOnBillableExpenseEnabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.

Available with minor version 22.
NumberFormat

The number format.
NameValue.Name="NumberFormat"
NameValue.Value="String"

Where String is set to one of the following:
US Number Format
German Number Format
French Number Format
Indian Number Format

Available for non-US locales. For US locale use minor version 21.
NumberFormatMnemonic

The number format mnemonic.
NameValue.Name="NumberFormatMnemonic"
NameValue.Value="String"

Where String is set to one of the following:
US_NB
DE_NB
FR_NB
IN_NB

Available for non-US locales. For US locale use minor version 21.
ProjectsEnabled Projects enabled.
NameValue.Name="ProjectsEnabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.
PurchseOrderEnabled If enabled, the QuickBooks Online company allows purchase orders to be generated.
NameValue.Name="VendorAndPurchasesPrefs.PurchseOrderEnabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.

Available with minor version 22.
SalesFormContentEnabled The DTX copy memo
NameValue.Name="SFCEnabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.
ShowAccountNumbers Show account numbers.
NameValue.Name="AccountingInfoPrefs.ShowAccountNumbers"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Display account numbers on reports and transactions, such as in sales and expense forms for your view only.
  • false—Do not show account numbers in reports and transactions.

Available with minor version 21.
Sign me out if inactive for specified amount of minutes Sign me out if inactive for specified minutes.
NameValue.Name="SignoutInactiveMinutes"
NameValue.Value="String"

Where String is an interger value containing the number of seconds to keep the session alive.

Available with minor version 21.
TimeTrackingFeatureEnabled Time tracking enabled.
NameValue.Name="TimeTrackingFeatureEnabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.
UncategorizedAssetAccountId

The default account to use for uncategorized assets.
NameValue.Name="UncategorizedAssetAccountId"
NameValue.Value="string".

where String is the Account.Id of the item.
UncategorizedExpenseAccountId

The default account to use for uncategorized expenses.
NameValue.Name="UncategorizedExpensesAccountId"
NameValue.Value="string".

where String is the Account.Id of the item.
UncategorizedIncomeAccountId

The default account to use for uncategorized income.
NameValue.Name="UncategorizedIncomeAccountId"
NameValue.Value="string".

where String is the Account.Id of the item.
Vendor1099Enabled Vendor 1099 forms enabled.
NameValue.Name="Vendor1099Enabled"
NameValue.Value="Flag"
Where Flag is defined as:
  • true—Enabled.
  • false—Disabled.
Warn if duplicate bill number is used NameValue.Name="WarnDuplicateBillNumber"
NameValue.Value="Flag"

Where Flag is defined as:

true—Warn if duplicate bill number is used.
false—Do no warn if duplicate bill number is used

Available with minor version 21.
Warn if duplicate check number is used NameValue.Name="WarnDuplicateCheckNumber"
NameValue.Value="Flag"

Where Flag is defined as:

true—Warn if duplicate check number is used.
false—Do no warn if duplicate check number is used

Available with minor version 21.

paymentline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to PaymentLineDetailfor this type of line.
PaymentLineDetail:
required
PaymentLineDetail
Discount detail type for the entire transaction. This is in contrast to a discount applied to a specific line. The company preference Sales Form Entry | Discountsmust be enabled for this type of line to be available.
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
Balance:
optional
Decimal, read-only
Indicates the unpaid amount of the transaction after this payment is applied.
Discount:
optional
DiscountOverride
Reference to a Discount item and its properties that this line can overwrite.
DiscountRef:
optional
ReferenceType
Discount item used in calculating and applying the discount on the sales transaction paid.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts received from vendors on purchases.

paymentlinedetail

ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
Balance:
optional
Decimal, read-only
Indicates the unpaid amount of the transaction after this payment is applied.
Discount:
optional
DiscountOverride
Reference to a Discount item and its properties that this line can overwrite.
DiscountRef:
optional
ReferenceType
Discount item used in calculating and applying the discount on the sales transaction paid.
PercentBased:
optional
Boolean
True if the discount is a percentage; null or false if discount based on amount.
DiscountPercent:
optional
Decimal
Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
DiscountAccountRef:
optional
ReferenceType
Income account used to track discounts received from vendors on purchases.

paymentresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the entity. The MetaData values are set by Data Services and are read only for all applications.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
ExchangeRate:
optional
Decimal, default is 1, applicable if multicurrency is enabled for the company
The number of home currency units it takes to equal one unit of currency specified by CurrencyRef.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction.
TxnStatus:
optional
String, default is PAID
The status of the transaction. For Payment objects, this status is always set to PAID.
Line [0..n]:
optional
Line
Zero or more transactions accounting for this payment. Values for Line.LinkedTxn.TxnTypecan be one of the following:
  • Expense--Payment is reimbursement for expense paid by cash made on behalf of the customer
  • Check--Payment is reimbursement for expense paid by check made on behalf of the customer
  • CreditCardCredit--Payment is reimbursement for a credit card credit made on behalf of the customer
  • JournalEntry--Payment is linked to the representative journal entry
  • CreditMemo--Payment is linked to the credit memo the customer has with the business
  • Invoice--The invoice to which payment is applied

Use Line.LinkedTxn.TxnId as the ID in a separate read request for the specific resource to retrieve details of the linked object.

Linked transaction line:
TaxExemptionRef:
system defined
minor version 21
ReferenceType, read-only, for internal use only
Reference to the TaxExepmtion ID associated with this object. Available for companies that have automated sales tax enabled.
  • TaxExemptionRef.Name: The Tax Exemption Id for the customer to which this object is associated. This Id is typically issued by the state.
  • TaxExemptionRef.value: The system-generated Id of the exemption type.
CustomerRef:
required
ReferenceType, filterable
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
ARAccountRef:
optional
ReferenceType
Specifies the accounts receivable account associated with this payment. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id and Account.Name from that object for ARAccountRef.value and ARAccountRef.name, respectively. The specified account must have Account.AccountType set to Accounts Receivable.
DepositToAccountRef:
optional
ReferenceType, default is Undeposited Funds account
Identifies the account to be used for this payment. Query the Account name list resource to determine the appropriate Account object for this reference, where Account.AccountType is Other Current Asset or Bank. Use Account.Id and Account.Name from that object for DepositToAccountRef.value and DepostiToAccountRef.name, respectively.
If you do not specify this account, payment is applied to the Undeposited Funds account.
PaymentMethodRef:
optional
ReferenceType, default is null
Reference to a PaymentMethod associated with this transaction. Query the PaymentMethod name list resource to determine the appropriate PaymentMethod object for this reference. Use PaymentMethod.Id and PaymentMethod.Name from that object for PaymentMethodRef.value and PaymentMethodRef.name, respectively.
PaymentRefNum:
optional
String, filterable, sortable
The reference number for the payment received. For example,  Check # for a check, envelope # for a cash donation.
CreditCardPayment:
optional
CreditCardPayment
Information about a payment received by credit card. Inject with data only if the payment was transacted through Intuit Payments API.
TxnSource:
optional
String
Used internally to specify originating source of a credit card transaction.
TotalAmt:
required
Decimal
Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks.
UnappliedAmt:
optional
Decimal, read-only
Indicates the amount that has not been applied to pay amounts owed for sales transactions.
TransactionLocationType:
optional
minor version 4
String, default is WithinFrance
The account location. Valid values include:
  • WithinFrance
  • FranceOverseas
  • OutsideFranceWithEU
  • OutsideEU

For France locales, only.

paymentmethodrequest

Name:
required
String, maximum of 31 chars
User recognizable name for the payment method.

paymentmethodresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
Name:
required
String, maximum of 31 chars
User recognizable name for the payment method.
Active:
optional
Boolean, filterable, sortable, default is true
If true, this entity is currently enabled for use by QuickBooks.
Type:
optional
String
Defines the type of payment. Valid values include CREDIT_CARD or NON_CREDIT_CARD.

physicaladdress

If a physical address is updated from within the transaction object, the QuickBooks Online API flows individual address components differently into the Line elements of the transaction response then when the transaction was first created:

  • Line1 and Line2 elements are populated with the customer name and company name.
  • Original Line1 through Line 5 contents, City, SubDivisionCode, and PostalCode flow into Line3 through Line5 as a free format strings.

This table contains full details:

After create After update
Line1: address 1
Line2: address 2
Line3..5: address 3..5, as needed
City: city
CountrySubDivisionCode: subdivision code
PostalCode: postal code
Lat: latitude
Long: longitude

Customer name: determine from CustomerRef element
Company name: determine from CustomerRef element		 Line1: customer name
Line2: company name
Line3..5: address 1..5, city, subdivision code, postal code
City: not returned
CountrySubDivisionCode: not returned
PostalCode: not returned
Lat: not returned
Long: not returned
Still valid:
Customer name: determine from CustomerRef element
Company name: determine from CustomerRef element
Id:
optional
String, system defined, read-only
Unique identifier of the QuickBooks object for the address, used for modifying the address.
Line1
Line2
Line3
Line4
Line5:
optional
string, individual maximum of 500 chars, up to combined max of 2000 chars
First five lines of the address.
City:
optional
string, maximum of 255 chars
City name.
Country:
optional
string, maximum of 255 chars
Country name.
CountrySubDivisionCode:
optional
string, maximum of 255 chars
Region within a country. For example, state name for USA, province name for Canada.
PostalCode:
optional
string, maximum of 30 chars
Postal code. For example, zip code for USA and Canada
Lat:
optional
String, system defined, read-only
Latitude coordinate of Geocode (Geospacial Entity Object Code). INVALIDis returned for invalid addresses.
Long:
optional
String, system defined, read-only
Longitude coordinate of Geocode (Geospacial Entity Object Code). INVALIDis returned for invalid addresses.

preferencesresponse

Id:
required for update
String
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
AccountingInfoPrefs
The following settings are available for QuickBooks Online Plus editions, only. To determine this edition type, query the value of the OfferingSku CustomerInfo.Name name/value pair for QuickBooks Online Plus.
TrackDepartments:
Boolean
This setting corresponds to the Track locations preference in QuickBooks Online Company Settings under Categories. If Track locations is set to On, this attribute is returned as true in the response. Otherwise, false is returned.
DepartmentTerminology:
String
Specifies the term used by the company for department. This string is used as a label on transaction forms. Possible values include: Business, Department, Division, Location, Property, Store, Territory. This is returned only if the company's Track location preference is enabled. See TrackDepartments above.
ClassTrackingPerTxnLine:
ClassTrackingPerTxn:
Boolean
These settings correspond to how classes are assigned when Track classes in QuickBooks Online Company Settings under Categories is set to On.
  • ClassTrackingPerTxnLine--if set to true, assign classes at the line level.
  • ClassTrackingPerTxn--if set to true, assign classes at the transaction level.
Only one of ClassTrackingPerTxnLine or ClassTrackingPerTxn can be set to true at a given time. If Track classes is set to Off in company settings, both are set to false.
BookCloseDate:
minor version 21
Date
This setting corresponds to the Closing date preference in the QuickBooks Online Company Settings and specifies the date the books are closed: income and expense accounts are closed and net profit or loss is rolled up into the retained earnings account. Transactions before this date are protected from changes.
FirstMonthOfFiscalYear:
minor version 21
MonthEnum, default is January
This setting corresponds to the First month of fiscal year preference in the QuickBooks Online Company Settings to specify the beginning of the company's fiscal year. Specify months as fulling spelled out: January, February, and so on.
TaxYearMonth:
minor version 21
MonthEnum, default is same month as FirstMonthOfFiscalYear
This setting corresponds to the First month of income tax year preference in the QuickBooks Online Company Settings to specify the beginning of the company's fiscal year. Specify months as fulling spelled out: January, February, and so on.
TaxForm:
minor version 21
String
This setting corresponds to the Tax form preference in the QuickBooks Online Company Settings to specify the tax form your company files.
UseAccountNumbers:
minor version 21
Boolean, default is off
This setting corresponds to Enable account numbers in QuickBooks Online Company Settings.
  • If set to On, account names are displayed with their corresponding account numbers in chart of accounts.
  • If set to off, account numbers are not displayed with account names in chart of accounts.
CustomerTerminology:
String
This setting corresponds to the Customer label preference in QuickBooks Online Company Settings and specifies the term used by the company for customers. This string is used in many places throughout the QuickBooks UI having to do with sales-side activities. Possible values include: Clients, Customers, Donors, Guests, Members, Patients, Tenants.
ProductAndServicesPrefs

ForSales, boolean. Product and Services for Sales enabled. Default Value: false
ForPurchase, boolean. Product and Services for Purchase enabled. Default Value: false
QuantityWithPriceAndRate, boolean. Quantity with price and rate enabled. Default Value: false
QuantityOnHand, boolean. Quantity on hand enabled. Default Value: false
SalesFormsPrefs
CustomField:

CustomField [0..3]:, BooleanTypeCustomFieldDefinition.
Toggles whether Sales Forms Custom Fields are enabled on the sales form. Sales forms can have up to three custom fields.
CustomField [0..3]:
optional
Name:
String, read-only
The internal name of an enabled custom field. Name takes the form SalesFormsPrefs.SalesCustomNameN, where N is 1, 2, or 3 for up to three available custom fields.
Type:
CustomFieldTypeEnum, system defined as BooleanType
Denotes this is a custom field enabling object.
BooleanValue:
Boolean
Used to enable the custom field. Set to True to enable the field. Once enabled, it is available on sales forms in the QuickBOoks UI and available for QuickBooks services.

CustomField [0..3]:, StringTypeCustomFieldDefinition.
Defines field label names for custom fields that have been enabled. They need to be both enabled and defined in order for them to be available in sales forms.
CustomField [0..3]:
optional
Name:
String, read-only
The internal name of an enabled custom field, Name takes the form SalesFormsPrefs.SalesCustomNameN, where N is 1, 2, or 3 for up to three available custom fields that have been enabled. Use the numeric part, represented by N here, as the CustomField.DefinitionId when configuring custom fields in transactions.
Type:
CustomFieldTypeEnum, system defined as StringType
Denotes that this is a custom field definition. This type of custom field is available once the field has been enabled with a corresponding CustomField object of type BooleanType.
StringValue:
String
The name of the custom field as it appears on the sales form.

CustomTxnNumbers, boolean. Enables the ability to specify custom transaction numbers. Default Value: false
EmailCopyToCompany, boolean. If set to true, the QuickBooks company is cc'ed on all email sent to customers for sales transactions. Email used is that defined with CompanyInfo.Email.Address. Available with minor verion 8. Default Value: false
AllowDeposit, boolean. Enables specifying Deposit. Default Value: false
AllowDiscount, boolean. Enables specifying Discount. Default Value: false
DefaultDiscountAccount, string. Default discount account.
AllowEstimates, boolean. Enables specifying Estimates. Default Value: false
AutoApplyCredit, boolean. Automatically applies credits to the next invoice you create for the same customer. Most companies turn on this setting. Available with minor version 21. Default Value: false
AutoApplyPayments, boolean. Automatically applies bill payments to the oldest existing bill. Most companies turn on this setting. Available with minor version 21. Default Value: false
EstimateMessage, string. Message to the customers on estimates.
ETransactionEnabledStatus, ETYransactionEnabledStatusEnum. Enables ETransaction status. Default Value: false
ETransactionAttachPDF, boolean. Specifies whether sales form PDF should be attached with ETransaction mails. Default Value: false
ETransactionPaymentEnabled, boolean. Enables ETransaction payment. Default Value: false
IPNSupportEnabled, boolean. IPN support enabled. No longer used and is being deprecated. Default Value: false
AllowServiceDate, boolean. Enables specifying service date. Default Value: false
AllowShipping, boolean. Enables specifying shipping info. Default Value: false
DefaultShippingAccount, string. Default shipping account.
DefaultTerms, ReferenceType. Default sales terms. Default Value: N/A
DefaultCustomerMessage, string. Default customer message.
SalesEmailCc, string. Default carbon copy email address where invoices are sent. Override this setting with the Invoice.BillEmailCc attribute. Max 200 characters. Ignored if address is invalid. Available with minor version 8.
SalesEmailBcc, string. Default blind carbon copy email address where invoices are sent. Override this setting with the Invoice.BillEmailBccc attribute. Max 200 characters. Ignored if address is invalid. Available with minor version 8.
UsingPriceLevels, boolean. If set to true, price levels are enabled for sales transactions. Full price level support available via QuickBooks UI, only, in April 2017.
EmailMessagesPrefs

InvoiceMessage, EmailMessage. Message for invoice.
EstimateMessage, EmailMessage. Message for estimate.
SalesReceiptMessage, EmailMessage. Mssage for sales receipt.
StatementMessage, EmailMessage. Message for statement.
VendorAndPurchasesPrefs

POCustomField, BooleanTypeCustomFieldDefinition.
Toggles whether Purchase Order Custom Fields are enabled on the purchase order. Purchase orders can have up to three custom fields.
CustomField [0..3]:
optional
Name:
String, read-only
The internal name of the custom field. Name takes the form PurchasePrefs.UsePurchaseNameN, where N is 1, 2, or 3 for up to three available custom fields.
Type:
CustomFieldTypeEnum, system defined as BooleanType
Denotes this is a custom field enabling object.
BooleanValue:
Boolean
Used to enable the custom field. Set to True to enable the field. Once enabled, it is available on purchase order forms in the QuickBOoks UI and available for QuickBooks services.

POCustomField, StringTypeCustomFieldDefinition.
Defines field label names for custom fields that have been enabled. They need to be both enabled and defined in order for them to be available in purchase orders.
CustomField [0..3]:
optional
Name:
String, read-only
The internal name of an enabled custom field, Name takes the form PurchasePrefs.PurchaseCustomNameN, where N is 1, 2, or 3 for up to three available custom fields that have been enabled.
Type:
CustomFieldTypeEnum, system defined as StringType
Denotes that this is a custom field definition. This type of custom field is available once the field has been enabled with a corresponding CustomField object of type BooleanType.
StringValue:
String
The name of the custom field as it appears on the Purchase Order form.

TrackingByCustomer, boolean. Enables tracking by customer. Default Value: false
BillableExpenseTracking, boolean. Billable Expense tracking enabled. Default Value: false
DefaultTerms, ReferenceType. Default terms.
DefaultMarkup, decimal. Default markup rate used to calculate the markup amount on the transactions. To enter a markup rate of 8.5%, enter 8.5, not 0.085.
POCustomField, CustomFieldDefinition. Defines PO custom field.
TimeTrackingPrefs

UseServices, boolean. Services for time tracking enabled. Default Value: false
BillCustomers, boolean. Enables billing customers for time.
​ShowBillRateToAll, boolean. Billing rate to all employees enabled. Default Value: false
​WorkWeekStartDate, WeekEnum, read-only. Work week starting day.
​MarkTimeEntiresBillable, boolean. Mark time entries as billable. Default Value: false
TaxPrefs

UsingSalesTax, boolean, read-only. Sales tax enabled.
PartnerTaxEnabled, boolean, read-only. Partner tax refers to the automated sales tax engine that provides sales tax compliance. All QuickBooks Online companies created after November 10, 2017 are enabled by default.
  • If true, automated sales tax is enabled for the company and sales tax is set up (UsingSalesTax is set to true).
  • If false, automated sales tax is enabled for the company but the company doesn't have sales tax set up (UsingSalesTax is set to false).
  • If not present in response payload, the company is not enabled for automated sales tax.
Available with minor version 3.
TaxGroupCodeRef, string, read-only. Reference to the TaxCode.Id for tax code group to use.
CurrencyPrefs

MultiCurrencyEnabled, boolean, read-only. Multicurrency enabled for this company. Not available with QuickBooks Simple Start.
HomeCurrency, ReferenceType read-only. Currency code of the country where the business is physically located.
ReportPrefs

ReportBasis, ReportBasisEnum. Accounting method for summary.
CalcAgingReportFromTxnDate, boolean. Calculation aging from transaction date. Default Value is false
OtherPrefs

Specifies extension of Preference resource to allow extension of Name-Value pair based extension at the top level.
Name, String. Name of the element.
Value, String. Value of the element.

purchaseorderitemline

Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to PurchaseOrderItemLineDetailfor this type of line.
PurchaseOrderItemLineDetail:
required
PurchaseOrderItem LineDetail [[Ext:IncludeFile Section=ApiReference File=Accounting\models\purchaseorderitmelinedetail.html mode=Collapsed]]
CustomField:[0..3]
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.

purchaseorderitemlinedetail

ItemRef:
optional
ReferenceType
Reference to the Item. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class for the line item.
UnitPrice:
optional
Decimal
Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
PriceLevelRef:
optional
ReferenceType
Reference to the PriceLevel of the service or item for the line.
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items to be purchased.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor the purchase of this item.
ServiceDate:
optional
Date
Date when the service is performed.
ManuallyClosed:
optional
Boolean
The item on the line is marked as if fully received, but it is closed as no longer available.
OpenQty:
optional
Decimal
Read-onlyRepresents the difference between the quantity ordered and actually received.

purchaseorderrequest

Line [0..n]:
required
Line
Individual line items of a transaction. Valid Line types include:
Item line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to ItemBasedExpenseLineDetail for this type of line.
ItemBasedExpenseLineDetail:
required
ItemBasedExpenseLineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal

Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
PriceLevelRef:
optional
ReferenceType
Reference to the PriceLevel of the service or item for the line. Support for this element will be available in the coming months.
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
CustomerRef:
optional
ReferenceType
Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name, respectively.
BillableStatus:
optional
BillableStatusEnum
The billable status of the expense.
Valid values: Billable, NotBillable, HasBeenBill (not available for Bill objects)
TaxInclusiveAmt:
optional
Decimal
The total amount of the line item including tax.
Constraints: Available when endpoint is evoked with the minorversion=1query parameter.
VendorRef:
required
ReferenceType
The vendor reference for this transaction.
APAccountRef:
required
ReferenceType, filterable
Specifies which AP account to which the bill is credited. Many/most small businesses have a single AP account, so the account can be implied. When specified, the account must be a Liability account, and further, the sub-type must be of type Payables.
We strongly recommend that the AP Account be explicitly specified in all cases as companies that have more then one AP account will encounter unexpected errors when relating transactions to each other.
CurrencyRef:
required if multicurrency is enabled for the company
CurrencyRefType
Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.

purchaseorderresponse

Id:
required for update
String, filterable, sortable
Unique identifier for this object.
Sort order is ASC by default.
SyncToken:
required for update
String
Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData:
optional
ModificationMetaData
Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
CustomField [0..3]:
optional
CustomField
One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
DocNumber:
optional
String, maximum of 21 chars, filterable, sortable
Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows:
  • If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null.
  • If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1.
If Preferences:CustomTxnNumber is false and a value is supplied, that value is stored even if it is a duplicate. Recommended best practice: check the setting of Preferences:CustomTxnNumber before setting DocNumber.
Sort order is ASC by default.
TxnDate:
optional
Date, filterable, sortable, default is current server date
The date entered by the user when this transaction occurred.
For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.
Sort order is ASC by default.
PrivateNote:
optional
String, max of 4000 chars
User entered, organization-private note about the transaction. This note does not appear on the purchase order to the vendor. This field maps to the Memo field on the Purchase Order form.
LinkedTxn [0..n]:
optional
LinkedTxn, read-only
Zero or more Bill objects linked to this purchase order; LinkedTxn.TxnType is set to Bill. To retrieve details of a linked Bill transaction, issue a separate request to read the Bill whose ID is linkedTxn.TxnId.
Line [0..n]:
required
Line
Individual line items of a transaction. Valid Line types include:
Item-based expense line:
Id:
required for update
String
The Id of the line item. Its use in requests is as folllows:
  • If Idis greater than zero and exists for the company, the request is considered an update operation for a line item.
  • If no Idis provided, the Idprovided is less than or equal to zero, or the Idprovided is greater than zero and does not exist for the company then the request is considered a create operation for a line item.
Available in all objects that use lines and support the update operation.
LineNum:
optional
Decimal, positive integer
Specifies the position of the line in the collection of transaction lines.
Description:
optional
String, max 4000 chars
Free form text description of the line item that appears in the printed record.
Amount:
required
Decimal, max 15 digits in 10.5 format
The amount of the line item.
DetailType:
required
LineDetailTypeEnum
Set to ItemBasedExpenseLineDetail for this type of line.
ItemBasedExpenseLineDetail:
required
ItemBasedExpenseLineDetail
ItemRef:
optional
ReferenceType
Reference to the Item. Query the Item name list resource to determine the appropriate Item object for this reference. Use Item.Id and Item.Name from that object for ItemRef.value and ItemRef.name, respectively. When a line lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.
For France locales: The account associated with the referenced Item object is looked up in the account category list.
  • If this account has same location as specified in the transaction by the TransactionLocationType attribute and the same VAT as in the line item TaxCodeRef attribute, then the item account is used.
  • If there is a mismatch, then the account from the account category list that matches the transaction location and VAT is used.
  • If this account is not present in the account category list, then a new account is created with the new location, new VAT code, and all other attributes as in the default account.
ClassRef:
optional
ReferenceType
Reference to the Class associated with the expense. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerLine is set to true. Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name, respectively.
UnitPrice:
optional
Decimal

Unit price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.
If used for unit price, the monetary value of the service or product, as expressed in the home currency.
If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
PriceLevelRef:
optional
ReferenceType
Reference to the PriceLevel of the service or item for the line. Support for this element will be available in the coming months.
MarkupInfo:
optional
MarkupInfo
Markup information for the expense.
Percent:
optional
Decimal
Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
PriceLevelRef:
optional
ReferenceType
Reference to a PriceLevel for the markup. Support for this element will be available in the coming months.
MarkkupAccountRef:
optional
, read-only, system-generated
ReferenceType, read-only, system-generated
The account associated with the markup. Available with invoice objects, only, and when linktxn specified a ReimburseCharge.
Qty:
optional
Decimal
Number of items for the line.
TaxCodeRef:
optional
ReferenceType
Reference to the TaxCodefor this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id and TaxCode.Name from that object for TaxCodeRef.value and TaxCodeRef.name, respectively.
CustomerRef: