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 six types of Transactions currently supported for Quickbooks:
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.
Sales Receipts will have transaction_type of
REFUND RECEIPT. Refund Receipts are direct refunds to customers.
Microsoft Dynamics 365 Business Central
There is one type of Transaction currently supported for Quickbooks:
Sales Receipts will have transaction_type of
SALES ORDER. Sales Orders are orders from customers for the sale of goods.
Xero
There is one type of Transaction currently supported for Xero:
Sales Receipts will have transaction_type of
TRANSFER. Transfers are transactions where money is moved between two of the company's Accounts.
Note: This does not access any bank statements or direct bank feed!