Overview

Use the Transactions Common Model to power custom reporting on transaction activity across your customers’ accounting systems.

The Transactions object lets you ingest transaction records from leading accounting providers and normalize them into a consistent format, so you can shape the data to fit your product’s reporting needs. You can also reference related objects like Accounts, Contacts, and Items to build richer views, including detailed transaction histories and more complete customer context.

The Transactions model will contain all types of transactions outside of:

• Credit Notes

• Expenses

• Invoices

• Journal Entries

• Payments

• Purchase Orders

• Vendor Credits

The Current Support of Transaction Types

Our Supported Fields page shows which accounting integrations support the Transactions model, so you can quickly compare field coverage across providers.

NetSuite

Our NetSuite integration captures a majority transaction offered by the third party provider, which you can find here. The ones that will not be covered as a transaction_type are those that are supported by other Common Model Objects such as Invoices, Memos, and Vendor Credits .

FreshBooks

There are two types of Transactions currently supported for FreshBooks:

• Estimates:

  • Estimates will have a transaction_type of estimate. Estimates in FreshBooks provides Owners and Clients a way to agree and negotiate on the price and scope of work before it commences

• Other Income:

  • Other Income in FreshBooks is for recording income that doesn’t require an invoice and is received through other means.

Quickbooks

There are six types of Transactions currently supported for Quickbooks:

• Credit Card Payment:

  • Credit Card Payments will have a transaction_type of CREDIT_CARD_PAYMENT. Credit Card Payments are transactions where money is transferred from an Asset Account to a Credit Card Account to reduce the balance of the Credit Card Account.

• Deposit:

  • Deposits will have a transaction_type of DEPOSIT. Deposits are transactions where there is a customer payment that's originally held in the "Undeposited Funds Account" within Quickbooks, is moved into a specific "Asset Account". It can also reference a direct deposit listed within Quickbooks.

• Estimate:

  • Estimates will have a transaction_type of ESTIMATE. Estimates are transactions from the business to a customer for good/services that are proposed to be sold. This will also include proposed pricing.

• Sales Receipt:

  • Sales Receipts will have transaction_type of SALES RECEIPT. Sales Receipts are transactions in which a direct payment is received from a customer without an invoice.

• Refund Receipt:

  • Sales Receipts will have transaction_type of REFUND RECEIPT. Refund Receipts are direct refunds to customers.

• Transfer:

  • Transfers will have a transaction_type of TRANSFER. Transfers are transactions where money is moved between two of the company's Accounts.

Microsoft Dynamics 365 Business Central

There is one type of Transaction currently supported for Quickbooks:

• Sales Order:

  • Sales Receipts will have transaction_type of SALES ORDER. Sales Orders are orders from customers for the sale of goods.

Sage Intacct

There is three type of Transactions currently supported for Sage Intacct:

• Funds Transfers:

  • Funds Transfers will have transaction_type of TRANSFER. Fund Transfers are transaction records for the transfer of funds from one cash account to another.

• Purchase Transactions:

  • Purchasing transactions are the records of a company’s purchases, including purchase requisitions, purchase orders, vendor invoices, and more.

• Order Entry Transactions:

  • Order Entry Transactions will have transaction_type of Sales Order. Order Entry transactions are the records of customer orders, including quotes, orders, invoices, and more.

Xero

There is one type of Transaction currently supported for Xero:

• Transfer:

  • Sales Receipts will have transaction_type of TRANSFER. Transfers are transactions where money is moved between two of the company's Accounts.