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QuickBooks Integrator
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Properties Methods Events Configuration Settings
An Estimate is a description of a sale that the company proposes to make to a CUSTOMER.
NOTE: What follows is a very short description of the component interfaces. For more information, please consult the help files that come with the respective package.
An Estimate is a description of a sale that the company proposes to make to a CUSTOMER. An Estimate uses nearly the same fields as an INVOICE. However, the transaction is non-posting; it will not affect any of the company's account balances unless the QuickBooks user converts it into an INVOICE.
Required Fields (Add): Customer*, Items
Supported Methods: Add, Get (Id), Cancel, Delete
This component is not supported for QuickBooks Online Edition. Example
Estimate1.CustomerName = "John Q. Customer" '* Estimate1.TransactionDate = "1/17/03" Estimate1.ItemCount = 1 Estimate1.ItemName(0) = "Our Company's Product" '* Estimate1.ItemMarkupRatePercent(0) = 20 Estimate1.Add() '*: Item must already exist in QuickBooks.
The total Amount of an Estimate is the total of its item lines.
Item Lines: Item lines are used to track the goods or services offered for sale. Line items may be added by first setting ItemCount. Then, for each line, set Item* (ItemId or ItemName) or ItemGroup*, and optionally ItemRate, ItemRatePercent, ItemMarkupRate, ItemMarkupRatePercent, ItemQuantity, ItemDescription, ItemClass*, ItemTaxCode*, and ItemAmount as well.
The component supports a variety of other operations as well. The component's Get,and Delete methods may be used to retrieve, and delete Estimates, respectively. The OBJSEARCH component may be used to search for Estimates in the QuickBooks database.
The following is the full list of the properties of the component with short descriptions. Click on the links for complete descriptions.
Method List The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions. AXMExport Exports the object. AXMImport Imports the object. Add Adds the record into QuickBooks. CheckRequestStatus Checks whether or not the specified request was processed by QuickBooks. CloseQBConnection Closes a persistent connection to QuickBooks. Config Sets or retrieves a component configuration setting. Delete Deletes the record from QuickBooks. Get Gets a single record from QuickBooks. GetCustomField Gets a custom field value from QuickBooks. OpenQBConnection Opens a persistent connection to QuickBooks. Reset Resets all properties to their defaults. SetCustomField Sets a custom field value within QuickBooks. Update Updates the estimate in QuickBooks. WebExport Exports the object to a web client. Event List The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions. Error Information about errors during data delivery. Status Shows the progress of the QuickBooks connection. Warning Fired when a warning occurs. Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AppendAfter Appends an xml tag after the specified QBXML element. AuthFlags Connection Flags (use for QuickBooks Simple Start). ClassId A reference to the class of transaction. ClassName A reference to the class of transaction. CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). CustomerSalesTaxId Reference to sales tax information for the . CustomerSalesTaxName Reference to sales tax information for the . EditSequence An identifier for this copy of the object. EnforceMaxLength Indicates whether to enforce max lengths for QB Fields ExchangeRate Indicates the exchange rate for the transaction. FOB Freight On Board: the place from where shipped. GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks. IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online. IncludeLinkedTxns Indicates to QuickBooks whether to return transactions linked to this request. ItemsAggregate Allows the user to set the item xml directly. SSLAcceptServerCert The SSL certificate being used by the Remote Connector SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector SalesTaxPercentage Percent paid as sales tax. SendRawXML Sends specified XML to quickbooks without modification. Tax1Total Canadian field used for Goods and Services Tax, or GST. Tax2Total Canadian field used for Provincial Sales Taxes, or PST. TemplateId The ID of an existing template to apply to the transaction. TemplateName The name of an existing template to apply to the transaction. TimeCreated The time the object was created. TimeModified The time the object was created. {Items[index].Amount} The amount in dollars for the line item at the specified index. {Items[index].Quantity} The quantity for the line item at the specified index. {Items[index].Rate} The rate in dollars for the line item at the specified index.
The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions.
Event List The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions. Error Information about errors during data delivery. Status Shows the progress of the QuickBooks connection. Warning Fired when a warning occurs. Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AppendAfter Appends an xml tag after the specified QBXML element. AuthFlags Connection Flags (use for QuickBooks Simple Start). ClassId A reference to the class of transaction. ClassName A reference to the class of transaction. CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). CustomerSalesTaxId Reference to sales tax information for the . CustomerSalesTaxName Reference to sales tax information for the . EditSequence An identifier for this copy of the object. EnforceMaxLength Indicates whether to enforce max lengths for QB Fields ExchangeRate Indicates the exchange rate for the transaction. FOB Freight On Board: the place from where shipped. GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks. IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online. IncludeLinkedTxns Indicates to QuickBooks whether to return transactions linked to this request. ItemsAggregate Allows the user to set the item xml directly. SSLAcceptServerCert The SSL certificate being used by the Remote Connector SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector SalesTaxPercentage Percent paid as sales tax. SendRawXML Sends specified XML to quickbooks without modification. Tax1Total Canadian field used for Goods and Services Tax, or GST. Tax2Total Canadian field used for Provincial Sales Taxes, or PST. TemplateId The ID of an existing template to apply to the transaction. TemplateName The name of an existing template to apply to the transaction. TimeCreated The time the object was created. TimeModified The time the object was created. {Items[index].Amount} The amount in dollars for the line item at the specified index. {Items[index].Quantity} The quantity for the line item at the specified index. {Items[index].Rate} The rate in dollars for the line item at the specified index.
The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions.
Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AppendAfter Appends an xml tag after the specified QBXML element. AuthFlags Connection Flags (use for QuickBooks Simple Start). ClassId A reference to the class of transaction. ClassName A reference to the class of transaction. CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). CustomerSalesTaxId Reference to sales tax information for the . CustomerSalesTaxName Reference to sales tax information for the . EditSequence An identifier for this copy of the object. EnforceMaxLength Indicates whether to enforce max lengths for QB Fields ExchangeRate Indicates the exchange rate for the transaction. FOB Freight On Board: the place from where shipped. GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks. IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online. IncludeLinkedTxns Indicates to QuickBooks whether to return transactions linked to this request. ItemsAggregate Allows the user to set the item xml directly. SSLAcceptServerCert The SSL certificate being used by the Remote Connector SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector SalesTaxPercentage Percent paid as sales tax. SendRawXML Sends specified XML to quickbooks without modification. Tax1Total Canadian field used for Goods and Services Tax, or GST. Tax2Total Canadian field used for Provincial Sales Taxes, or PST. TemplateId The ID of an existing template to apply to the transaction. TemplateName The name of an existing template to apply to the transaction. TimeCreated The time the object was created. TimeModified The time the object was created. {Items[index].Amount} The amount in dollars for the line item at the specified index. {Items[index].Quantity} The quantity for the line item at the specified index. {Items[index].Rate} The rate in dollars for the line item at the specified index.
The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions.