# Tally for QuickBooks data model

> The objects and fields in the Tally for QuickBooks managed package (namespace QBObyTALLY), generated from the package metadata: 32 objects and 624 fields. API names below are shown without the QBObyTALLY__ prefix.

Source: https://gettally.io/quickbooks/schema

## Custom objects

### QBO API Token (`API_Token__c`)

| Field | API name | Type |
| --- | --- | --- |
| Access Token | `Access_Token__c` | long text |
| Access Token Expiring In (Seconds) | `AccessTokenExpiringInSeconds__c` | number |
| Allow Deposit | `AllowDeposit__c` | checkbox |
| Allow Discount | `AllowDiscount__c` | checkbox |
| Allow Estimates | `AllowEstimates__c` | checkbox |
| Allow Service Date | `AllowServiceDate__c` | checkbox |
| Allow Shipping | `AllowShipping__c` | checkbox |
| Auto Apply Credit | `AutoApplyCredit__c` | checkbox |
| Auto Apply Payments | `AutoApplyPayments__c` | checkbox |
| Billable Expense Tracking | `BillableExpenseTracking__c` | checkbox |
| Bill Customers | `BillCustomers__c` | checkbox |
| Book Close Date | `BookCloseDate__c` | date |
| Calc Aging Report From Txn Date | `CalcAgingReportFromTxnDate__c` | checkbox |
| Class Tracking Per Txn | `ClassTrackingPerTxn__c` | checkbox |
| Class Tracking Per Txn Line | `ClassTrackingPerTxnLine__c` | checkbox |
| Company Address | `Company_Address__c` | long text |
| Company Name | `Company_Name__c` | text |
| Customer Terminology | `CustomerTerminology__c` | text |
| Custom Txn Numbers | `CustomTxnNumbers__c` | checkbox |
| Default Customer Message | `DefaultCustomerMessage__c` | text area |
| Department Terminology | `DepartmentTerminology__c` | text |
| Email | `Email__c` | text |
| Email Copy To Company | `EmailCopyToCompany__c` | checkbox |
| Estimate Email Message | `EstimateEmailMessage__c` | long text |
| Estimate Email Subject | `EstimateEmailSubject__c` | text area |
| E Transaction Attach PDF | `ETransactionAttachPDF__c` | checkbox |
| E Transaction Enabled Status | `ETransactionEnabledStatus__c` | text area |
| E Transaction Payment Enabled | `ETransactionPaymentEnabled__c` | checkbox |
| First Month Of Fiscal Year | `FirstMonthOfFiscalYear__c` | picklist |
| For Purchase | `ForPurchase__c` | checkbox |
| For Sales | `ForSales__c` | checkbox |
| Home Currency | `HomeCurrency__c` | text |
| Invoice Email Message | `InvoiceEmailMessage__c` | long text |
| Invoice Email Subject | `InvoiceEmailSubject__c` | text area |
| IPN Support Enabled | `IPNSupportEnabled__c` | checkbox |
| Legal Address | `Legal_Address__c` | long text |
| Legal Name | `LegalName__c` | text |
| Mark Time Entries Billable | `MarkTimeEntriesBillable__c` | checkbox |
| Multi Currency Enabled | `MultiCurrencyEnabled__c` | checkbox |
| Quantity On Hand | `QuantityOnHand__c` | checkbox |
| Quantity With Price And Rate | `QuantityWithPriceAndRate__c` | checkbox |
| Realm ID | `Realm_ID__c` | text |
| Refresh Token | `Refresh_Token__c` | long text |
| Report Basis | `ReportBasis__c` | text |
| Revenue Recognition | `RevenueRecognition__c` | checkbox |
| Revenue Recognition Frequency | `RevenueRecognitionFrequency__c` | text |
| Sales Receipt Email Message | `SalesReceiptEmailMessage__c` | long text |
| Sales Receipt Email Subject | `SalesReceiptEmailSubject__c` | text area |
| Show Bill Rate To All | `ShowBillRateToAll__c` | checkbox |
| Statement Email Message | `StatementEmailMessage__c` | long text |
| Statement Email Subject | `StatementEmailSubject__c` | text area |
| Tax Year Month | `TaxYearMonth__c` | picklist |
| Track Departments | `TrackDepartments__c` | checkbox |
| Tracking By Customer | `TrackingByCustomer__c` | checkbox |
| Use Account Numbers | `UseAccountNumbers__c` | checkbox |
| Use Services | `UseServices__c` | checkbox |
| Using Price Levels | `UsingPriceLevels__c` | checkbox |
| Using Progress Invoicing | `UsingProgressInvoicing__c` | checkbox |
| Using Sales Tax | `UsingSalesTax__c` | checkbox |
| Work Week Start Date | `WorkWeekStartDate__c` | picklist |

### QBO Invoice Item (`Invoice_Item__c`)

| Field | API name | Type |
| --- | --- | --- |
| Invoice | `Invoice__c` | master-detail → Invoice__c (master-detail) |
| Product | `Product__c` | lookup → Product2 |
| QBO Class | `QBO_Class__c` | lookup → QBO_Class__c |
| Amount | `Amount__c` | currency |
| Class QBO Id | `Class_QBO_Id__c` | text |
| Description | `Description__c` | long text |
| Product QBO Id | `Product_QBO_Id__c` | text |
| QBO Line Id | `QBO_Line_Id__c` | text |
| Quantity | `Quantity__c` | number |
| Rate | `Rate__c` | currency |
| Recurring One Time Product | `Recurring_One_Time_Product__c` | checkbox |
| Recurring Remove After Occurrence | `Recurring_Remove_After_Occurrence__c` | number |
| Service Date | `Service_Date__c` | date |
| Tax | `Tax__c` | checkbox |

### QBO Invoice (`Invoice__c`)

| Field | API name | Type |
| --- | --- | --- |
| Account | `Account__c` | lookup → Account |
| Contact | `Contact__c` | lookup → Contact |
| Parent Invoice | `Parent_Invoice__c` | lookup → Invoice__c |
| Payment Method | `Payment_Method__c` | lookup → Payment_Option__c |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| QBO Estimate | `QBO_Estimate__c` | lookup → QBO_Estimate__c |
| Tax | `Tax__c` | lookup → TaxCode__c |
| Allow ACH Payment | `Allow_ACH_Payment__c` | checkbox |
| Allow Credit Card Payment | `Allow_Credit_Card_Payment__c` | checkbox |
| Amount Paid | `Amount_Paid__c` | currency |
| ApplyTaxAfterDiscount | `ApplyTaxAfterDiscount__c` | checkbox |
| Billing Address | `Billing_Address__c` | long text |
| Customer Email | `Customer_Email__c` | email |
| Customer Memo | `Customer_Memo__c` | long text |
| Customer Name | `Customer_Name__c` | text |
| Email Status | `Email_Status__c` | picklist |
| Invoice Date | `Invoice_Date__c` | date |
| Invoice DocNumber | `Invoice_DocNumber__c` | text |
| Invoice Due Date | `Invoice_Due_Date__c` | date |
| Invoice Id | `Invoice_Id__c` | text |
| Invoice Link | `Invoice_Link__c` | url |
| Is Recurring | `Is_Recurring__c` | checkbox |
| Last Payment Attempt Date | `Last_Payment_Attempt_Date__c` | datetime |
| Message on Invoice | `Message_on_Invoice__c` | long text |
| Message on Statement | `Message_on_Statement__c` | long text |
| Next Invoice Send Date | `Next_Invoice_Send_Date__c` | date |
| Parent Object | `Parent_Object__c` | text |
| Parent Record ID | `Parent_Record_ID__c` | text |
| Past Occurence | `Past_Occurence__c` | number |
| Payment Failure Reason | `Payment_Failure_Reason__c` | long text |
| Payment Processing Status | `Payment_Processing_Status__c` | picklist |
| Payment Status | `Payment_Status__c` | text |
| Previous Invoice Sent Date | `Previous_Invoice_Sent_Date__c` | date |
| Process Payment Automatically | `Process_Payment_Automatically__c` | checkbox |
| Quickbooks - Bill Email CC | `Quickbooks_Bill_Email_CC__c` | email |
| Quickbooks - Bill Email CCs | `Quickbooks_Bill_Email_CCs__c` | text |
| QuickBooks Billing Address - City | `QuickBooks_Billing_Address_City__c` | text |
| QuickBooks Billing Address - Country | `QuickBooks_Billing_Address_Country__c` | text |
| QuickBooks Billing Address - Postal Code | `QuickBooks_Billing_Address_Postal_Code__c` | text |
| QuickBooks Billing Address - State | `QuickBooks_Billing_Address_State__c` | text |
| QuickBooks Billing Address - Street | `QuickBooks_Billing_Address_Street__c` | text |
| QuickBooks Discount Percent | `QuickBooks_Discount_Percent__c` | number |
| QuickBooks Shipping Address - City | `QuickBooks_Shipping_Address_City__c` | text |
| QuickBooks Shipping Address - Country | `QuickBooks_Shipping_Address_Country__c` | text |
| QuickBooks Shipping Address-Postal Code | `QuickBooks_Shipping_Address_Postal_Code__c` | text |
| QuickBooks Shipping Address - State | `QuickBooks_Shipping_Address_State__c` | text |
| QuickBooks Shipping Address - Street | `QuickBooks_Shipping_Address_Street__c` | text |
| Recurring Day (Daily) | `Recurring_Day_daily__c` | number |
| Recurring Day (Monthly) | `Recurring_Day_Monthly__c` | picklist |
| Recurring Day (Yearly) | `Recurring_Day_Yearly__c` | picklist |
| Recurring End Criteria | `Recurring_End_Criteria__c` | picklist |
| Recurring End Date | `Recurring_End_Date__c` | date |
| Recurring Interval | `Recurring_Interval__c` | picklist |
| Recurring Interval (Monthly) | `Recurring_Interval_Monthly__c` | picklist |
| Recurring Month (Monthly) | `Recurring_Month_Monthly__c` | number |
| Recurring Month (Yearly) | `Recurring_Month_Yearly__c` | picklist |
| Recurring Occurrence | `Recurring_Occurrence__c` | number |
| Recurring Start Date | `Recurring_Start_Date__c` | date |
| Recurring Week (Weekly) | `Recurring_Week_Weekly__c` | number |
| Recurring Weekday (Monthly) | `Recurring_Weekday_Monthly__c` | picklist |
| Recurring Weekday (Weekly) | `Recurring_Weekday_Weekly__c` | picklist |
| Send Data to QBO | `Send_Data_to_QBO__c` | checkbox |
| Ship via | `Ship_via__c` | text |
| Shipping To | `Shipping_Address__c` | long text |
| Shipping Amount | `Shipping_Amount__c` | currency |
| Shipping Date | `Shipping_Date__c` | date |
| Statement Memo | `Statement_Memo__c` | long text |
| SubTotal | `SubTotal__c` | Σ roll-up |
| SyncToken | `SyncToken__c` | text |
| Template Name | `Template_Name__c` | text |
| Terms | `Terms__c` | picklist |
| Total | `Total__c` | currency |
| Total Amount | `Total_Amount__c` | number |
| Total Tax | `Total_Tax__c` | number |
| Tracking Number | `Tracking_Number__c` | text |
| Trigger Action | `Trigger_Action__c` | picklist |
| Void Invoice | `Void_Invoice_Success__c` | checkbox |

### QBO Log (`Log__c`)

| Field | API name | Type |
| --- | --- | --- |
| Class Name | `Class_Name__c` | text |
| Correlation ID | `Correlation_Id__c` | text |
| Direction | `Direction__c` | picklist |
| Duration (ms) | `Duration_Ms__c` | number |
| Error Summary | `Error_Summary__c` | text |
| Exception Message | `Exception_Message__c` | long text |
| Exception Type | `Exception_Type__c` | text |
| HTTP Method | `HTTP_Method__c` | text |
| Inbound Message | `Inbound_Message__c` | long text |
| Is Error | `Is_Error__c` | checkbox |
| Job ID | `Job_ID__c` | text |
| Log Level | `Log_Level__c` | picklist |
| Method Name | `Method_Name__c` | text |
| Object Id | `Object_Id__c` | text |
| Operation | `Operation__c` | picklist |
| Outbound Message | `Outbound_Message__c` | long text |
| QB Record ID | `QB_Record_Id__c` | text |
| Related Record ID | `Related_Record_Id__c` | text |
| Related Record | `Related_Record_Link__c` | text |
| Relative EndPoint URL | `Relative_EndPoint_URL__c` | text |
| Response Message | `Response_Message__c` | long text |
| Stack Trace | `Stack_Trace__c` | long text |
| Status | `Status__c` | picklist |
| Status Code | `Status_Code__c` | number |

### Payment Method (`PaymentMethod__c`)

| Field | API name | Type |
| --- | --- | --- |
| Active | `Active__c` | checkbox |
| Domain | `domain__c` | text |
| Id | `Id__c` | text |
| Name | `Name__c` | text |
| Sparse | `sparse__c` | checkbox |
| Type | `Type__c` | picklist |

### QBO Payment Option (`Payment_Option__c`)

| Field | API name | Type |
| --- | --- | --- |
| Account | `Account__c` | lookup → Account |
| Contact | `Contact__c` | lookup → Contact |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| Account Holder Name | `Account_Holder_Name__c` | text |
| Account Number | `Account_Number__c` | encrypted |
| Account Type | `Account_Type__c` | picklist |
| Active | `Active__c` | checkbox |
| Card Image Url | `Card_Image_Url__c` | text |
| Card Provider | `Card_Provider__c` | text |
| Card Type | `Card_Type__c` | text |
| Card Number | `CardNumber__c` | text |
| CVV | `CVV__c` | number |
| Expiration Month | `Expiration_Month__c` | number |
| Expiration Year | `Expiration_Year__c` | number |
| Last Tokenization Attempt Date | `Last_Tokenization_Attempt_Date__c` | datetime |
| Name on Card | `Name_on_Card__c` | text |
| QB Error Code | `QB_Error_Code__c` | text |
| QB Error Message | `QB_Error_Message__c` | long text |
| Quickbooks Card Id | `Quickbooks_Card_Id__c` | text |
| Routing Number | `Routing_Number__c` | encrypted |
| Street Address | `Street_Address__c` | text area |
| Tokenization Status | `Tokenization_Status__c` | picklist |
| Type | `Type__c` | picklist |
| Zip Code | `Zip_Code__c` | number |

### QBO Account (`QBO_Account__c`)

| Field | API name | Type |
| --- | --- | --- |
| ParentRef | `ParentRef__c` | lookup → QBO_Account__c |
| Account Ref Id | `AccountRefId__c` | text |
| AccountSubType | `AccountSubType__c` | picklist |
| AccountType | `AccountType__c` | picklist |
| AcctNum | `AcctNum__c` | text |
| Active | `Active__c` | checkbox |
| Classification | `Classification__c` | picklist |
| CurrentBalance | `CurrentBalance__c` | currency |
| CurrentBalanceWithSubAccounts | `CurrentBalanceWithSubAccounts__c` | currency |
| Description | `Description__c` | text |
| Fully Qualified Name | `FullyQualifiedName__c` | text |
| SubAccount | `SubAccount__c` | checkbox |
| SyncToken | `SyncToken__c` | text |

### QBO Class (`QBO_Class__c`)

| Field | API name | Type |
| --- | --- | --- |
| Parent Class | `Parent_Class__c` | lookup → QBO_Class__c |
| Active | `Active__c` | checkbox |
| Class Name | `Class_Name__c` | text |
| Domain | `Domain__c` | text |
| FullyQualifiedName | `FullyQualifiedName__c` | text |
| QBO Class Id | `QBO_Class_Id__c` | text |
| Sparse | `Sparse__c` | checkbox |
| SubClass | `SubClass__c` | checkbox |
| SyncToken | `SyncToken__c` | text |

### QBO Custom Field (`QBO_Custom_Field__c`)

| Field | API name | Type |
| --- | --- | --- |
| Active | `Active__c` | checkbox |
| Category | `Category__c` | picklist |
| Custom Field QBO Id | `Custom_Field_QBO_Id__c` | text |
| Applies To (Entities) | `Entity__c` | multipicklist |
| Print On Form | `Print_On_Form__c` | checkbox |
| Type | `Type__c` | text |
| Unique Identifier | `Unique_Identifier__c` | text |

### QBO Custom Field for Invoice (`QBO_Custom_Field_for_Invoice__c`)

| Field | API name | Type |
| --- | --- | --- |
| QBO Custom Field | `QBO_Custom_Field__c` | master-detail → QBO_Custom_Field__c (master-detail) |
| QBO Estimate | `QBO_Estimate__c` | lookup → QBO_Estimate__c |
| QBO Invoice | `QBO_Invoice__c` | lookup → Invoice__c |
| QBO Purchase Order | `QBO_Purchase_Order__c` | lookup → QBO_Purchase_Order__c |
| QBO Sales Receipt | `QBO_Sales_Receipt__c` | lookup → QBO_Sales_Receipt__c |
| Custom Field QBO Id | `Custom_Field_QBO_Id__c` | text |
| Custom Field Type | `Custom_Field_Type__c` | text |
| Label | `Label__c` | text |
| Value | `Value__c` | text |

### QBO Customer (`QBO_Customer__c`)

| Field | API name | Type |
| --- | --- | --- |
| AccountId | `AccountId__c` | lookup → Account |
| Parent Customer | `Parent_Customer__c` | lookup → QBO_Customer__c |
| Active | `Active__c` | checkbox |
| Bill to CC | `Bill_to_CC__c` | text |
| Bill With Parent | `Bill_With_Parent__c` | checkbox |
| Billing Address - City | `City__c` | text |
| Company Name | `Company_Name__c` | text |
| Billing Address - Country | `Country__c` | text |
| Customer Unique Validation | `Customer_Unique_Validation__c` | text |
| Delivery Method | `Delivery_Method__c` | picklist |
| Display Name | `Display_Name__c` | text |
| Email | `Email__c` | email |
| Fax | `Fax__c` | phone |
| First Name | `First_Name__c` | text |
| Fully Qualified Name | `Fully_Qualified_Name__c` | text |
| Last Name | `Last_Name__c` | text |
| Mobile | `Mobile__c` | phone |
| Notes | `Notes__c` | text |
| Phone | `Phone__c` | phone |
| Print On Check Name | `Print_On_Check_Name__c` | text |
| QuickBooksRefId | `QuickBooksRefId__c` | text |
| Shipping Address - City | `Shipping_City__c` | text |
| Shipping Address - Country | `Shipping_Country__c` | text |
| Shipping Address - State | `Shipping_State__c` | text |
| Shipping Address - Street Address | `Shipping_Street_Address__c` | long text |
| Shipping Address - Zip | `Shipping_Zip__c` | text |
| Billing Address - State | `State__c` | text |
| Billing Address - Street Address | `Street_Address__c` | long text |
| Sync Token | `SyncToken__c` | text |
| Taxable | `Taxable__c` | checkbox |
| Title | `Title__c` | text |
| Website | `Website__c` | url |
| Billing Address - Zip | `Zip__c` | text |

### QBO Estimate Item (`QBO_Estimate_Item__c`)

| Field | API name | Type |
| --- | --- | --- |
| QBO Estimate | `QBO_Estimate__c` | master-detail → QBO_Estimate__c (master-detail) |
| Product | `Product__c` | lookup → Product2 |
| QBO Class | `QBO_Class__c` | lookup → QBO_Class__c |
| Amount | `Amount__c` | currency |
| Description | `Description__c` | long text |
| Quantity | `Quantity__c` | number |
| Rate | `Rate__c` | currency |
| Service Date | `ServiceDate__c` | date |
| Taxable | `Taxable__c` | checkbox |

### QBO Estimate (`QBO_Estimate__c`)

| Field | API name | Type |
| --- | --- | --- |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| QBO Invoice | `QBO_Invoice__c` | lookup → Invoice__c |
| Tax | `Tax__c` | lookup → TaxCode__c |
| Accepted By | `AcceptedBy__c` | text |
| Accepted Date | `AcceptedDate__c` | date |
| Account Id | `Account_Id__c` | text |
| Apply Tax After Discount | `ApplyTaxAfterDiscount__c` | checkbox |
| Billing City | `BillingCity__c` | text |
| Billing Country | `BillingCountry__c` | text |
| Billing Postal Code | `BillingPostalCode__c` | text |
| Billing State | `BillingState__c` | text |
| Billing Street | `BillingStreet__c` | text |
| CC Emails | `CCEmails__c` | text |
| Customer Email | `CustomerEmail__c` | text |
| Customer Memo | `CustomerMemo__c` | long text |
| Customer Name | `CustomerName__c` | text |
| Discount | `Discount__c` | number |
| Doc Number | `DocNumber__c` | text |
| Due Date | `DueDate__c` | date |
| Email Status | `EmailStatus__c` | picklist |
| Estimate Date | `EstimateDate__c` | date |
| Expiration Date | `ExpirationDate__c` | date |
| Parent Object | `ParentObject__c` | text |
| Parent Record Id | `ParentRecordId__c` | text |
| Private Note | `PrivateNote__c` | long text |
| QBO Ref Id | `QBO_RefId__c` | text |
| Shipping Amount | `ShippingAmount__c` | number |
| Shipping City | `ShippingCity__c` | text |
| Shipping Country | `ShippingCountry__c` | text |
| Shipping Date | `ShippingDate__c` | date |
| Shipping Postal Code | `ShippingPostalCode__c` | text |
| Shipping State | `ShippingState__c` | text |
| Shipping Street | `ShippingStreet__c` | text |
| Ship Via | `ShipVia__c` | text |
| Status | `Status__c` | picklist |
| SubTotal | `SubTotal__c` | Σ roll-up |
| Sync Token | `SyncToken__c` | text |
| Total | `Total__c` | currency |
| Total Tax | `TotalTax__c` | number |
| Tracking No. | `TrackingNo__c` | text |

### QBO Payment (`QBO_Payment__c`)

| Field | API name | Type |
| --- | --- | --- |
| Invoice | `Invoice__c` | master-detail → Invoice__c (master-detail) |
| Contact | `Contact__c` | lookup → Contact |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| Amount | `Amount__c` | currency |
| Currency | `Currency__c` | text |
| Payment Id | `Payment_Id__c` | text |
| Payment Method | `Payment_Method__c` | text |
| Reference Number | `Reference_Number__c` | text |
| Status | `Status__c` | picklist |
| Transaction Date | `Transaction_Date__c` | date |

### QBO Purchase Order Line Item (`QBO_Purchase_Order_Line_Item__c`)

| Field | API name | Type |
| --- | --- | --- |
| Purchase Order | `Purchase_Order__c` | master-detail → QBO_Purchase_Order__c (master-detail) |
| Product | `Product__c` | lookup → Product2 |
| QBO Account | `QBO_Account__c` | lookup → QBO_Account__c |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| Account Name | `Account_Name__c` | text |
| Amount | `Amount__c` | number |
| Class | `Class__c` | text |
| Class Ref ID | `Class_Ref_ID__c` | text |
| Customer Name | `Customer_Name__c` | text |
| Description | `Description__c` | long text |
| Order | `Order__c` | number |
| Product Name | `Product_Name__c` | text |
| Quantity | `Quantity__c` | number |
| Type | `Type__c` | picklist |
| Unit Price | `Unit_Price__c` | number |

### QBO Purchase Order (`QBO_Purchase_Order__c`)

| Field | API name | Type |
| --- | --- | --- |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| Vendor | `Vendor__c` | lookup → Vendor__c |
| Billing City | `Billing_City__c` | text |
| Billing Country | `Billing_Country__c` | text |
| Billing Line 1 | `Billing_Line_1__c` | text |
| Billing Line 2 | `Billing_Line_2__c` | text |
| Billing Line 3 | `Billing_Line_3__c` | text |
| Billing Line 4 | `Billing_Line_4__c` | text |
| Billing Line 5 | `Billing_Line_5__c` | text area |
| Billing Postal Code | `Billing_Postal_Code__c` | text |
| Billing State | `Billing_State__c` | text |
| Currency Reference Name | `Currency_Reference_Name__c` | text |
| Currency Reference Value | `Currency_Reference_Value__c` | text |
| Customer's Name | `Customer_s_Name__c` | text |
| Document Number | `Document_Number__c` | text |
| Email Address | `Email_Address__c` | text |
| Email Status | `Email_Status__c` | picklist |
| Memo | `Memo__c` | text |
| Message | `Message__c` | text |
| Parent Object Name | `Parent_Object_Name__c` | text |
| Parent Record Id | `Parent_Record_Id__c` | text |
| Permit Number | `Permit_Number__c` | text |
| QuickBook RefId | `QuickBook_RefId__c` | text |
| Ship Method | `Ship_Method__c` | text |
| Shipping City | `Shipping_City__c` | text |
| Shipping Country | `Shipping_Country__c` | text |
| Shipping Line 1 | `Shipping_Line_1__c` | text |
| Shipping Line 2 | `Shipping_Line_2__c` | text |
| Shipping Line 3 | `Shipping_Line_3__c` | text |
| Shipping Line 4 | `Shipping_Line_4__c` | text area |
| Shipping Line 5 | `Shipping_Line_5__c` | text area |
| Shipping Postal Code | `Shipping_Postal_Code__c` | text |
| Shipping State | `Shipping_State__c` | text |
| Spare | `Spare__c` | checkbox |
| Status | `Status__c` | picklist |
| Total Amount | `Total_Amount__c` | number |
| Transaction Date | `Transaction_Date__c` | date |
| Vendor's Name | `Vendor_s_Name__c` | text |

### QBO Sales Receipt Item (`QBO_Sales_Receipt_Item__c`)

| Field | API name | Type |
| --- | --- | --- |
| Sales Receipt Id | `Sales_Receipt_Id__c` | master-detail → QBO_Sales_Receipt__c (master-detail) |
| Product | `Product__c` | lookup → Product2 |
| QBO Class | `QBO_Class__c` | lookup → QBO_Class__c |
| Amount | `Amount__c` | currency |
| Class QBO Id | `Class_QBO_Id__c` | text |
| Description | `Description__c` | long text |
| Product QBO Id | `Product_QBO_Id__c` | text |
| Quantity | `Quantity__c` | number |
| Rate | `Rate__c` | currency |
| Service Date | `Service_Date__c` | date |
| Taxable | `Taxable__c` | checkbox |

### QBO Sales Receipt (`QBO_Sales_Receipt__c`)

| Field | API name | Type |
| --- | --- | --- |
| QBO Customer | `QBO_Customer__c` | lookup → QBO_Customer__c |
| Tax | `Tax__c` | lookup → TaxCode__c |
| Account Id | `Account_Id__c` | text |
| Apply Tax After Discount | `Apply_Tax_After_Discount__c` | checkbox |
| Billing City | `Billing_City__c` | text |
| Billing Country | `Billing_Country__c` | text |
| Billing Postal Code | `Billing_Postal_Code__c` | text |
| Billing State | `Billing_State__c` | text |
| Billing Street | `Billing_Street__c` | text |
| CC Emails | `CC_Emails__c` | text |
| Customer Email | `Customer_Email__c` | text |
| Customer Memo | `Customer_Memo__c` | long text |
| Customer Name | `Customer_Name__c` | text |
| Discount | `Discount__c` | number |
| Doc Number | `Doc_Number__c` | text |
| Parent Object | `Parent_Object__c` | text |
| Parent Record Id | `Parent_Record_Id__c` | text |
| Payment Method | `Payment_Method__c` | text |
| Private Note | `Private_Note__c` | long text |
| QBO Ref Id | `QBO_Ref_Id__c` | text |
| Reference Number | `Reference_Number__c` | text |
| Sales Receipt Date | `Sales_Receipt_Date__c` | date |
| Ship Via | `Ship_Via__c` | text |
| Shipping Amount | `Shipping_Amount__c` | number |
| Shipping City | `Shipping_City__c` | text |
| Shipping Country | `Shipping_Country__c` | text |
| Shipping Date | `Shipping_Date__c` | date |
| Shipping Postal Code | `Shipping_Postal_Code__c` | text |
| Shipping State | `Shipping_State__c` | text |
| Shipping Street | `Shipping_Street__c` | text |
| Status | `Status__c` | picklist |
| Sub Total | `Sub_Total__c` | Σ roll-up |
| Sync Token | `Sync_Token__c` | text |
| Total | `Total__c` | currency |
| Total Tax | `Total_Tax__c` | number |
| Tracking No. | `Tracking_No__c` | text |

### QBO Tax Code (`TaxCode__c`)

| Field | API name | Type |
| --- | --- | --- |
| Active | `Active__c` | checkbox |
| Description | `Description__c` | text area |
| Hidden | `Hidden__c` | checkbox |
| Sparse | `Sparse__c` | checkbox |
| SyncToken | `SyncToken__c` | text |
| Taxable | `Taxable__c` | checkbox |
| Tax Code Quickbooks Ref Id | `TaxCodeRefId__c` | text |
| TaxGroup | `TaxGroup__c` | checkbox |
| Total Tax Value | `Total_Tax_Value__c` | Σ roll-up |

### QBO Tax Rate (`TaxRate__c`)

| Field | API name | Type |
| --- | --- | --- |
| Tax Code | `TaxCode__c` | master-detail → TaxCode__c (master-detail) |
| Active | `Active__c` | checkbox |
| Description | `Description__c` | text area |
| Special Tax Type | `SpecialTaxType__c` | text |
| SyncToken | `SyncToken__c` | text |
| Tax Value | `Tax_Value__c` | number |
| Tax Rate ID | `TaxRateID__c` | text |

### Vendor (`Vendor__c`)

| Field | API name | Type |
| --- | --- | --- |
| AcctNum | `AcctNum__c` | text |
| Active | `Active__c` | checkbox |
| AlternatePhone | `AlternatePhone_FreeFormNumber__c` | phone |
| Account Name | `APAccountRef_name__c` | text |
| Account value | `APAccountRef_value__c` | text |
| Balance | `Balance__c` | number |
| Billing Address City | `BillAddr_City__c` | text |
| Billing Address Country | `BillAddr_Country__c` | text |
| Billing Addrress Sub Country Code | `BillAddr_CountrySubDivisionCode__c` | text |
| Billing Address Id | `BillAddr_Id__c` | text |
| Billing  Address Latitude | `BillAddr_Latitude__c` | number |
| Billing Adress Line1 | `BillAddr_Line1__c` | long text |
| Billing Address Line2 | `BillAddr_Line2__c` | long text |
| Billing Address Line3 | `BillAddr_Line3__c` | long text |
| Billing Addrress Line4 | `BillAddr_Line4__c` | long text |
| Billing Address Line5 | `BillAddr_Line5__c` | long text |
| Billing Address Longitude | `BillAddr_Longitude__c` | number |
| Billing Address Postal Code | `BillAddr_PostalCode__c` | text |
| Bill Rate | `BillRate__c` | number |
| Business Number | `BusinessNumber__c` | phone |
| Company Name | `CompanyName__c` | text |
| Cost Rate | `CostRate__c` | number |
| Currency Ref Name | `CurrencyRef_name__c` | text |
| Currency Ref Value | `CurrencyRef_value__c` | text |
| Display Name | `DisplayName__c` | text area |
| Family Name | `FamilyName__c` | text |
| Fax Number | `Fax_FreeFormNumber__c` | phone |
| Given Name | `GivenName__c` | text |
| GSTIN | `GSTIN__c` | text |
| GST Registration Type | `GSTRegistrationType__c` | picklist |
| Has TPAR | `HasTPAR__c` | checkbox |
| Id | `Id__c` | text |
| Middle Name | `MiddleName__c` | text |
| Mobile | `Mobile_FreeFormNumber__c` | phone |
| Other Contact Telephone | `OtherContactInfo_Telephone__c` | phone |
| Other Contact Type | `OtherContactInfo_Type__c` | picklist |
| Primary Email Address | `Primary_Email_Address__c` | text |
| Primary Phone | `PrimaryPhone_FreeFormNumber__c` | phone |
| Print On Check Name | `PrintOnCheckName__c` | text |
| Source | `Source__c` | text |
| Suffix | `Suffix__c` | text |
| T4A Eligible | `T4AEligible__c` | checkbox |
| T5018 Eligible | `T5018Eligible__c` | checkbox |
| Tax Identifier | `TaxIdentifier__c` | text |
| Tax Reporting Basis | `TaxReportingBasis__c` | text |
| Term Ref Name | `TermRef_name__c` | text |
| Term Ref Value | `TermRef_value__c` | text |
| Title | `Title__c` | text |
| URI | `URI__c` | url |
| Vendor1099 | `Vendor1099__c` | checkbox |
| Vendor Bank Account Number | `VendorBank_BankAccountNumber__c` | text |
| Vendor Bank Branch Identifier | `VendorBank_BankBranchIdentifier__c` | text |
| Vendor Bank Statement | `VendorBank_StatementText__c` | long text |
| Vendor Bank Account Name | `VendorPaymentBankDetail_BankAccountName__c` | text |

## Standard Salesforce objects the package uses

### Account (`Account`)

| Field | API name | Type |
| --- | --- | --- |
| Generate Invoice | `Generate_Invoice__c` | checkbox |
| QuickBooksRefId | `QuickBooksRefId__c` | text |

### Contact (`Contact`)

| Field | API name | Type |
| --- | --- | --- |
| Contact Unique Validation | `Contact_Unique_Validation__c` | text |
| Languages | `Languages__c` | text |
| Level | `Level__c` | picklist |
| Primary Billing Contact | `Primary_Billing_Contact__c` | checkbox |
| QuickBooksRefId | `QuickBooksRefId__c` | text |

### OpportunityLineItem (`OpportunityLineItem`)

| Field | API name | Type |
| --- | --- | --- |
| QuickBooks Taxable | `QuickBooks_Taxable__c` | checkbox |

### Product2 (`Product2`)

| Field | API name | Type |
| --- | --- | --- |
| Expense Account | `Expense_Account__c` | lookup → QBO_Account__c |
| Income Account | `Income_Account__c` | lookup → QBO_Account__c |
| Inventory Asset Account | `Inventory_Asset_Account__c` | lookup → QBO_Account__c |
| Preferred Vendor | `Preferred_Vendor__c` | lookup → Vendor__c |
| Pending Accounting Changes | `Accounting_Changes__c` | text |
| Inventory Qty | `Inventory_Qty__c` | number |
| Last Synced with QuickBooks | `Last_Synced__c` | datetime |
| Preferred Vendor Ref Name | `PrefVendorRef_Name__c` | text |
| Preferred Vendor Ref Value | `PrefVendorRef_Value__c` | text |
| Product Type | `Product_Type__c` | text |
| Purchase Cost | `Purchase_Cost__c` | currency |
| Purchase Description | `Purchase_Description__c` | long text |
| I purchase this from a vendor | `Purchase_From_Vendor__c` | checkbox |
| QBO Sync Status | `QBO_Sync_Status__c` | text |
| QuickBooksRefId | `QuickBooksRefId__c` | text |
| QuickBooks Sync Error | `Sync_Error__c` | text |
| Taxable | `Taxable__c` | checkbox |
| Type of Product | `Type_of_Product__c` | picklist |

## Custom settings

### QBO Customer Sync Settings (`QBO_Customer_Sync_Settings__c`)

| Field | API name | Type |
| --- | --- | --- |
| Link only (never create Accounts) | `Skip_Account_Creation__c` | checkbox |
| Sync Account | `Sync_Account__c` | checkbox |
| Sync Bill With Parent | `Sync_Bill_With_Parent__c` | checkbox |
| Sync Billing City | `Sync_Billing_City__c` | checkbox |
| Sync Billing Country | `Sync_Billing_Country__c` | checkbox |
| Sync Billing State | `Sync_Billing_State__c` | checkbox |
| Sync Billing Street Address | `Sync_Billing_Street_Address__c` | checkbox |
| Sync Billing Zip | `Sync_Billing_Zip__c` | checkbox |
| Sync Company Name | `Sync_Company_Name__c` | checkbox |
| Sync Delivery Method | `Sync_Delivery_Method__c` | checkbox |
| Sync Email | `Sync_Email__c` | checkbox |
| Sync Fax | `Sync_Fax__c` | checkbox |
| Sync First Name | `Sync_First_Name__c` | checkbox |
| Sync Last Name | `Sync_Last_Name__c` | checkbox |
| Sync Mobile | `Sync_Mobile__c` | checkbox |
| Sync Notes | `Sync_Notes__c` | checkbox |
| Sync Parent Customer | `Sync_Parent_Customer__c` | checkbox |
| Sync Phone | `Sync_Phone__c` | checkbox |
| Sync Print On Check Name | `Sync_Print_On_Check_Name__c` | checkbox |
| Sync Shipping City | `Sync_Shipping_City__c` | checkbox |
| Sync Shipping Country | `Sync_Shipping_Country__c` | checkbox |
| Sync Shipping State | `Sync_Shipping_State__c` | checkbox |
| Sync Shipping Street Address | `Sync_Shipping_Street_Address__c` | checkbox |
| Sync Shipping Zip | `Sync_Shipping_Zip__c` | checkbox |
| Sync Taxable | `Sync_Taxable__c` | checkbox |
| Sync Title | `Sync_Title__c` | checkbox |
| Sync Website | `Sync_Website__c` | checkbox |

### Quick Book Configurations (`Quick_Book_Configurations__c`)

| Field | API name | Type |
| --- | --- | --- |
| Additional Pricebook's | `Additional_Pricebook_s__c` | text |
| App URL | `App_URL__c` | url |
| Auth URL | `Auth_URL__c` | url |
| Base URL | `Base_URL__c` | url |
| Callback URL | `Callback_URL__c` | url |
| Client ID | `Client_ID__c` | text |
| Client Secret | `Client_Secret__c` | text |
| Credit Card Limit | `Credit_Card_Limit__c` | currency |
| Default Estimate Terms | `Default_Estimate_Terms__c` | text |
| Default Invoice Terms | `Default_Invoice_Terms__c` | text |
| Enable Custom Fields API (Advanced) | `Enable_Custom_Fields_API__c` | checkbox |
| Enable Sales Receipt Sync | `Enable_Sales_Receipt_Sync__c` | checkbox |
| Manual Product Mapping | `Manual_Product_Mapping__c` | checkbox |
| Match Products By ID | `Match_Products_By_Id__c` | checkbox |
| Match Products By Name | `Match_Products_By_Name__c` | checkbox |
| Match Products By Name AND ID | `Match_Products_By_Name_And_Id__c` | checkbox |
| Message on Estimate | `Message_on_Estimate__c` | text area |
| Message on Invoice | `Message_on_Invoice__c` | text area |
| Message on Statement | `Message_on_Statement__c` | text area |
| Message on Statement (Estimate) | `Message_on_Statement_Estimate__c` | text area |
| Payment API Endpoint | `Payment_API_Endpoint__c` | text |
| Payment Base URL | `Payment_Base_URL__c` | url |
| Payment Callback URL | `Payment_Callback_URL__c` | url |
| PriceBook Name | `PriceBook_Name__c` | text |
| Revoke URL | `Revoke_URL__c` | text |
| Send Invoice Automatically to Customer | `Send_Invoice_Automatically_to_Customer__c` | checkbox |
| Show ACH Option | `Show_ACH_Option__c` | checkbox |
| Show Credit Card Option | `Show_Credit_Card_Option__c` | checkbox |
| Sync Invoices from QBO to SF | `Sync_Invoices_from_QBO_to_SF__c` | checkbox |
| Sync Products from QB to SF | `Sync_Products_from_QB_to_SF__c` | checkbox |
| Sync Products from SF to QB | `Sync_Products_from_SF_to_QB__c` | checkbox |
| Token URL | `Token_URL__c` | text |

### Trigger Setting Switch (`Trigger_Setting_Switch__c`)

| Field | API name | Type |
| --- | --- | --- |
| IsActive | `IsActive__c` | checkbox |

## Custom metadata types

### Quick Book Configuration (`Quick_Book_Configuration_New__mdt`)

| Field | API name | Type |
| --- | --- | --- |
| App URL | `App_URL__c` | url |
| Auth URL | `Auth_URL__c` | url |
| Base URL | `Base_URL__c` | url |
| Callback URL | `Callback_URL__c` | url |
| Client ID | `Client_ID__c` | text |
| Client Secret | `Client_Secret__c` | text |
| PriceBook Name | `PriceBook_Name__c` | text |
| Send Invoice Automatically to Customer | `Send_Invoice_Automatically_to_Customer__c` | checkbox |
| Token URL | `Token_URL__c` | text |

### Quick Book Configuration Deprecated (`Quick_Book_Configuration__mdt`)

| Field | API name | Type |
| --- | --- | --- |
| App URL | `App_URL__c` | url |
| Auth URL | `Auth_URL__c` | url |
| Base URL | `Base_URL__c` | url |
| Callback URL | `Callback_URL__c` | url |
| Client ID | `Client_ID__c` | text |
| Client Secret | `Client_Secret__c` | text |
| PriceBook Name | `PriceBook_Name__c` | text |
| Send Invoice Automatically to Customer | `Send_Invoice_Automatically_to_Customer__c` | checkbox |
| Token URL | `Token_URL__c` | url |

## Platform events

### ActionOnOLI (`ActionOnOLI__e`)

| Field | API name | Type |
| --- | --- | --- |
| Opportunity Id | `Opportunity_Id__c` | text |
| Triggered Event | `Triggered_Event__c` | text |

### Populate QBO Invoice Product (`Populate_QBO_Invoice_Products__e`)

| Field | API name | Type |
| --- | --- | --- |
| Date | `Date__c` | date |
| Description | `Description__c` | text |
| Long Description | `LongDescription__c` | long text |
| Product Id | `Product_Id__c` | text |
| Product Name | `Product_Name__c` | text |
| Product QBO Id | `Product_QBO_Id__c` | text |
| QBO Class Id | `QBO_Class_Id__c` | text |
| QBO Class Name | `QBO_Class_Name__c` | text |
| QBO Class QBO Id | `QBO_Class_QBO_Id__c` | text |
| Quantity | `Quantity__c` | number |
| Rate | `Rate__c` | number |
| Record Id | `Record_Id__c` | text |
| Taxable | `Taxable__c` | checkbox |