In order to provide you with the flexibility to build your own custom reports with details of customer transactions, we've built the Transactions Object!
This object gives you the flexibility to ingest transaction information from some of the largest accounting providers and transform it into whatever your users need, and your use case. Leveraging this object will allow you to reference Accounts, Contacts, and Items to build up complex views and histories for your users.
The Current Support of Transaction Types:
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 .
Quickbooks:
There are five types of Transactions currently supported for Quickbooks: Sales Receipts, Estimates, Deposits, Transfers, and Credit Card Payments.
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.
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.
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.
Transfers will have a transaction_type of TRANSFER. Transfers are transactions where money is moved between two of the company's Accounts.
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.
Note: This does not access any bank statements or direct bank feed!