> ## Documentation Index > Fetch the complete documentation index at: https://docs.conductor.is/llms.txt > Use this file to discover all available pages before exploring further. # Create an estimate > Creates a new estimate. ## OpenAPI ````yaml POST /quickbooks-desktop/estimates openapi: 3.1.0 info: title: Conductor API version: 0.0.1 servers: - url: https://api.conductor.is/v1 security: - BearerAuth: [] paths: /quickbooks-desktop/estimates: post: summary: Create an estimate description: Creates a new estimate. parameters: - in: header name: Conductor-End-User-Id description: The ID of the End-User to receive this request. schema: type: string description: The ID of the End-User to receive this request. example: end_usr_1234567abcdefg x-stainless-naming: typescript: method_argument: conductorEndUserId mcp: method_argument: conductorEndUserId required: true requestBody: required: true content: application/json: schema: type: object properties: customerId: type: string description: The customer or customer-job associated with this estimate. example: 80000001-1234567890 classId: type: string description: >- The estimate's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. A class defined here is automatically used in this estimate's line items unless overridden at the line item level. example: 80000001-1234567890 documentTemplateId: type: string description: >- The predefined template in QuickBooks that determines the layout and formatting for this estimate when printed or displayed. example: 80000001-1234567890 transactionDate: type: string format: date description: The date of this estimate, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01' refNumber: type: string description: >- The case-sensitive user-defined reference number for this estimate, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user. When left blank in this create request, this field will be left blank in QuickBooks (i.e., it does *not* auto-increment). example: EST-1234 billingAddress: type: object properties: line1: type: string maxLength: 41 description: >- The first line of the address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. line2: type: string maxLength: 41 description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. line3: type: string maxLength: 41 description: |- The third line of the address, if needed. Maximum length: 41 characters. example: Suite 100 line4: type: string maxLength: 41 description: |- The fourth line of the address, if needed. Maximum length: 41 characters. example: '' line5: type: string maxLength: 41 description: |- The fifth line of the address, if needed. Maximum length: 41 characters. example: '' city: type: string maxLength: 31 description: >- The city, district, suburb, town, or village name of the address. Maximum length: 31 characters. example: San Francisco state: type: string maxLength: 21 description: >- The state, county, province, or region name of the address. Maximum length: 21 characters. example: CA postalCode: type: string maxLength: 13 description: |- The postal code or ZIP code of the address. Maximum length: 13 characters. example: '94110' country: type: string description: The country name of the address. example: United States note: type: string description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ additionalProperties: false description: The estimate's billing address. shippingAddress: type: object properties: line1: type: string maxLength: 41 description: >- The first line of the address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. line2: type: string maxLength: 41 description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. line3: type: string maxLength: 41 description: |- The third line of the address, if needed. Maximum length: 41 characters. example: Suite 100 line4: type: string maxLength: 41 description: |- The fourth line of the address, if needed. Maximum length: 41 characters. example: '' line5: type: string maxLength: 41 description: |- The fifth line of the address, if needed. Maximum length: 41 characters. example: '' city: type: string maxLength: 31 description: >- The city, district, suburb, town, or village name of the address. Maximum length: 31 characters. example: San Francisco state: type: string maxLength: 21 description: >- The state, county, province, or region name of the address. Maximum length: 21 characters. example: CA postalCode: type: string maxLength: 13 description: |- The postal code or ZIP code of the address. Maximum length: 13 characters. example: '94110' country: type: string description: The country name of the address. example: United States note: type: string description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ additionalProperties: false description: The estimate's shipping address. isActive: type: boolean description: >- Indicates whether this estimate is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to `true`. example: true default: true purchaseOrderNumber: type: string maxLength: 25 description: >- The customer's Purchase Order (PO) number associated with this estimate. This field is often used to cross-reference the estimate with the customer's purchasing system. Maximum length: 25 characters. example: PO-1234 termsId: type: string description: >- The estimate's payment terms, defining when payment is due and any applicable discounts. example: 80000001-1234567890 dueDate: type: string format: date description: >- The date by which this estimate must be paid, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-31' salesRepresentativeId: type: string description: >- The estimate's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks. example: 80000001-1234567890 shipmentOrigin: type: string description: >- The origin location from where the product associated with this estimate is shipped. This is the point at which ownership and liability for goods transfer from seller to buyer. Internally, QuickBooks uses the term "FOB" for this field, which stands for "freight on board". This field is informational and has no accounting implications. example: San Francisco, CA salesTaxItemId: type: string description: >- The sales-tax item used to calculate the actual tax amount for this estimate's transactions by applying a specific tax rate collected for a single tax agency. Unlike `salesTaxCode`, which only indicates general taxability, this field drives the actual tax calculation and reporting. example: 80000001-1234567890 memo: type: string description: >- A memo or note for this estimate that appears in reports, but not on the estimate. Use `customerMessage` to add a note to this estimate. example: Proposal for website redesign customerMessageId: type: string description: The message to display to the customer on the estimate. example: 80000001-1234567890 isQueuedForEmail: type: boolean description: >- Indicates whether this estimate is included in the queue of documents for QuickBooks to email to the customer. example: true salesTaxCodeId: type: string description: >- The sales-tax code for this estimate, determining whether it is taxable or non-taxable. This can be overridden at the transaction-line level. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks. If QuickBooks is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it will assign the default non-taxable code to all sales. example: 80000001-1234567890 otherCustomField: type: string description: >- A built-in custom field for additional information specific to this estimate. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all estimates for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Unlike `otherCustomField1` and `otherCustomField2`, which are line item fields, this exists at the transaction level. Hidden by default in the QuickBooks UI. example: Special handling required exchangeRate: type: number description: >- The market exchange rate between this estimate's currency and the home currency in QuickBooks at the time of this transaction. Represented as a decimal value (e.g., 1.2345 for 1 EUR = 1.2345 USD if USD is the home currency). example: 1.2345 externalId: type: string format: uuid description: >- A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation. **IMPORTANT**: This field must be formatted as a valid GUID; otherwise, QuickBooks will return an error. example: 12345678-abcd-1234-abcd-1234567890ab lines: type: array items: type: object properties: itemId: type: string description: >- The item associated with this estimate line. This can refer to any good or service that the business buys or sells, including item types such as a service item, inventory item, or special calculation item like a discount item or sales-tax item. example: 80000001-1234567890 description: type: string description: A description of this estimate line. example: Graphic illustrations for website redesign quantity: type: number description: >- The quantity of the item associated with this estimate line. This field cannot be cleared. **NOTE**: Do not use this field if the associated item is a discount item. example: 5 unitOfMeasure: type: string description: >- The unit-of-measure used for the `quantity` in this estimate line. Must be a valid unit within the item's available units of measure. example: Each rate: type: string description: >- The price per unit for this estimate line. If both `rate` and `amount` are specified, `rate` will be ignored. If both `quantity` and `amount` are specified but not `rate`, QuickBooks will use them to calculate `rate`. Represented as a decimal string. This field cannot be cleared. example: '10.00' ratePercent: type: string description: >- The price of this estimate line expressed as a percentage. Typically used for discount or markup items. example: '10.5' classId: type: string description: >- The estimate line's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. If a class is specified for the entire parent transaction, it is automatically applied to all estimate lines unless overridden here, at the transaction line level. example: 80000001-1234567890 amount: type: string description: >- The monetary amount of this estimate line, represented as a decimal string. If both `quantity` and `rate` are specified but not `amount`, QuickBooks will calculate `amount` using the rate and any markup you supply. The calculation is `amount = (quantity * rate) * (1 + markupRate)` when `markupRate` is provided, or `amount = (quantity * rate) * (1 + markupRatePercent/100)` when `markupRatePercent` is provided. If `amount`, `rate`, and `quantity` are all unspecified, QuickBooks will calculate `amount` based on a `quantity` of `1` and the suggested `rate`. This field cannot be cleared. example: '1000.00' priceRuleConflictStrategy: type: string enum: - base_price - zero description: >- Specifies how to resolve price rule conflicts when adding or modifying this estimate line. example: base_price inventorySiteId: type: string description: >- The site location where inventory for the item associated with this estimate line is stored. example: 80000001-1234567890 inventorySiteLocationId: type: string description: >- The specific location (e.g., bin or shelf) within the inventory site where the item associated with this estimate line is stored. example: 80000001-1234567890 salesTaxCodeId: type: string description: >- The sales-tax code for this estimate line, determining whether it is taxable or non-taxable. If set, this overrides any sales-tax codes defined on the parent transaction or the associated item. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks. If QuickBooks is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it will assign the default non-taxable code to all sales. example: 80000001-1234567890 markupRate: type: string description: >- The markup that will be passed on to the customer for this item on this estimate line. `amount = (quantity * rate) * (1 + markupRate)` example: '0.2' markupRatePercent: type: string description: >- The markup, expressed as a percentage, that will be passed on to the customer for this item on this estimate line. `amount = (quantity * rate) * (1 + markupRatePercent/100)` example: '20.0' priceLevelId: type: string description: >- The price level applied to this estimate line. This overrides any price level set on the corresponding customer. The resulting estimate line will not show this price level, only the final `rate` calculated from it. example: 80000001-1234567890 overrideItemAccountId: type: string description: >- The account to use for this estimate line, overriding the default account associated with the item. example: 80000001-1234567890 otherCustomField1: type: string description: >- A built-in custom field for additional information specific to this estimate line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all estimate lines for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Special handling required otherCustomField2: type: string description: >- A second built-in custom field for additional information specific to this estimate line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all estimate lines for convenience. Like `otherCustomField1`, developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Always ship with a spare customFields: type: array items: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - value additionalProperties: false minItems: 1 description: >- The custom fields for the estimate line object, added as user-defined data extensions, not included in the standard QuickBooks object. additionalProperties: false minItems: 1 description: >- The estimate's line items, each representing a single product or service quoted. **IMPORTANT**: You must specify `lines`, `lineGroups`, or both when creating an estimate. lineGroups: type: array items: type: object properties: itemGroupId: type: string description: >- The estimate line group's item group, representing a predefined set of items bundled because they are commonly purchased together or grouped for faster entry. example: 80000001-1234567890 quantity: type: number description: >- The quantity of the item group associated with this estimate line group. This field cannot be cleared. **NOTE**: Do not use this field if the associated item group is a discount item group. example: 5 unitOfMeasure: type: string description: >- The unit-of-measure used for the `quantity` in this estimate line group. Must be a valid unit within the item's available units of measure. example: Each inventorySiteId: type: string description: >- The site location where inventory for the item group associated with this estimate line group is stored. example: 80000001-1234567890 inventorySiteLocationId: type: string description: >- The specific location (e.g., bin or shelf) within the inventory site where the item group associated with this estimate line group is stored. example: 80000001-1234567890 customFields: type: array items: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - value additionalProperties: false minItems: 1 description: >- The custom fields for the estimate line group object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - itemGroupId additionalProperties: false minItems: 1 description: >- The estimate's line item groups, each representing a predefined set of related items. **IMPORTANT**: You must specify `lines`, `lineGroups`, or both when creating an estimate. required: - customerId - transactionDate additionalProperties: false responses: '200': description: Returns the newly created estimate. headers: Conductor-Request-Id: schema: type: string description: The unique identifier for this API request. example: req_1234567abcdefg required: true content: application/json: schema: $ref: '#/components/schemas/qbd_estimate' security: - BearerAuth: [] x-codeSamples: - lang: JavaScript source: |- import Conductor from 'conductor-node'; const conductor = new Conductor({ apiKey: process.env['CONDUCTOR_SECRET_KEY'], // This is the default and can be omitted }); const estimate = await conductor.qbd.estimates.create({ customerId: '80000001-1234567890', transactionDate: '2024-10-01', conductorEndUserId: 'end_usr_1234567abcdefg', }); console.log(estimate.id); - lang: Python source: |- import os from datetime import date from conductor import Conductor conductor = Conductor( api_key=os.environ.get("CONDUCTOR_SECRET_KEY"), # This is the default and can be omitted ) estimate = conductor.qbd.estimates.create( customer_id="80000001-1234567890", transaction_date=date.fromisoformat("2024-10-01"), conductor_end_user_id="end_usr_1234567abcdefg", ) print(estimate.id) components: schemas: qbd_estimate: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this estimate. This ID is unique across all transaction types. example: 123ABC-1234567890 objectType: type: string const: qbd_estimate description: The type of object. This value is always `"qbd_estimate"`. example: qbd_estimate createdAt: type: string description: >- The date and time when this estimate was created, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-01-01T12:34:56.000Z' updatedAt: type: string description: >- The date and time when this estimate was last updated, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-02-01T12:34:56.000Z' revisionNumber: type: string description: >- The current QuickBooks-assigned revision number of this estimate object, which changes each time the object is modified. When updating this object, you must provide the most recent `revisionNumber` to ensure you're working with the latest data; otherwise, the update will return an error. example: '1721172183' customer: type: object properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: The customer or customer-job associated with this estimate. example: id: 80000001-1234567890 fullName: Acme Corporation class: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The estimate's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. A class defined here is automatically used in this estimate's line items unless overridden at the line item level. example: id: 80000001-1234567890 fullName: Web Development documentTemplate: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The predefined template in QuickBooks that determines the layout and formatting for this estimate when printed or displayed. example: id: 80000001-1234567890 fullName: Estimate Template transactionDate: type: string format: date description: The date of this estimate, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01' refNumber: type: - string - 'null' description: >- The case-sensitive user-defined reference number for this estimate, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user. example: EST-1234 billingAddress: oneOf: - $ref: '#/components/schemas/qbd_address' - type: 'null' description: The estimate's billing address. shippingAddress: oneOf: - $ref: '#/components/schemas/qbd_address' - type: 'null' description: The estimate's shipping address. isActive: type: boolean description: >- Indicates whether this estimate is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to `true`. example: true purchaseOrderNumber: type: - string - 'null' description: >- The customer's Purchase Order (PO) number associated with this estimate. This field is often used to cross-reference the estimate with the customer's purchasing system. example: PO-1234 terms: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The estimate's payment terms, defining when payment is due and any applicable discounts. example: id: 80000001-1234567890 fullName: Net 30 dueDate: type: - string - 'null' format: date description: >- The date by which this estimate must be paid, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-31' salesRepresentative: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The estimate's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks. example: id: 80000001-1234567890 fullName: Jane Doe shipmentOrigin: type: - string - 'null' description: >- The origin location from where the product associated with this estimate is shipped. This is the point at which ownership and liability for goods transfer from seller to buyer. Internally, QuickBooks uses the term "FOB" for this field, which stands for "freight on board". This field is informational and has no accounting implications. example: San Francisco, CA subtotal: type: string description: >- The subtotal of this estimate, which is the sum of all estimate lines before taxes and payments are applied, represented as a decimal string. example: '1000.00' salesTaxItem: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The sales-tax item used to calculate the actual tax amount for this estimate's transactions by applying a specific tax rate collected for a single tax agency. Unlike `salesTaxCode`, which only indicates general taxability, this field drives the actual tax calculation and reporting. example: id: 80000001-1234567890 fullName: State Sales Tax salesTaxPercentage: type: - string - 'null' description: >- The sales tax percentage applied to this estimate, represented as a decimal string. example: '0.07' salesTaxTotal: type: - string - 'null' description: >- The total amount of sales tax charged for this estimate, represented as a decimal string. example: '10.00' totalAmount: type: string description: >- The total monetary amount of this estimate, equivalent to the sum of the amounts in `lines` and `lineGroups`, represented as a decimal string. example: '1000.00' currency: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The estimate's currency. For built-in currencies, the name and code are standard ISO 4217 international values. For user-defined currencies, all values are editable. example: id: 80000001-1234567890 fullName: USD exchangeRate: type: - number - 'null' description: >- The market exchange rate between this estimate's currency and the home currency in QuickBooks at the time of this transaction. Represented as a decimal value (e.g., 1.2345 for 1 EUR = 1.2345 USD if USD is the home currency). example: 1.2345 totalAmountInHomeCurrency: type: - string - 'null' description: >- The total monetary amount of this estimate converted to the home currency of the QuickBooks company file. Represented as a decimal string. example: '1234.56' memo: type: - string - 'null' description: >- A memo or note for this estimate that appears in reports, but not on the estimate. Use `customerMessage` to add a note to this estimate. example: Proposal for website redesign customerMessage: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: The message to display to the customer on the estimate. example: id: 80000001-1234567890 fullName: Thank you for your business! isQueuedForEmail: type: - boolean - 'null' description: >- Indicates whether this estimate is included in the queue of documents for QuickBooks to email to the customer. example: true salesTaxCode: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The sales-tax code for this estimate, determining whether it is taxable or non-taxable. This can be overridden at the transaction-line level. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks. If QuickBooks is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it will assign the default non-taxable code to all sales. example: id: 80000001-1234567890 fullName: Non otherCustomField: type: - string - 'null' description: >- A built-in custom field for additional information specific to this estimate. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all estimates for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Unlike `otherCustomField1` and `otherCustomField2`, which are line item fields, this exists at the transaction level. Hidden by default in the QuickBooks UI. example: Special handling required externalId: type: - string - 'null' description: >- A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation. example: 12345678-abcd-1234-abcd-1234567890ab linkedTransactions: type: array items: $ref: '#/components/schemas/qbd_linked_transaction' description: >- The estimate's linked transactions, such as payments applied, credits used, or associated purchase orders. **IMPORTANT**: You must specify the parameter `includeLinkedTransactions` when fetching a list of estimates to receive this field because it is not returned by default. lines: type: array items: $ref: '#/components/schemas/qbd_estimate_line' description: >- The estimate's line items, each representing a single product or service quoted. lineGroups: type: array items: $ref: '#/components/schemas/qbd_estimate_line_group' description: >- The estimate's line item groups, each representing a predefined set of related items. customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the estimate object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - createdAt - updatedAt - revisionNumber - customer - class - documentTemplate - transactionDate - refNumber - billingAddress - shippingAddress - isActive - purchaseOrderNumber - terms - dueDate - salesRepresentative - shipmentOrigin - subtotal - salesTaxItem - salesTaxPercentage - salesTaxTotal - totalAmount - currency - exchangeRate - totalAmountInHomeCurrency - memo - customerMessage - isQueuedForEmail - salesTaxCode - otherCustomField - externalId - linkedTransactions - lines - lineGroups - customFields additionalProperties: false title: The Estimate object x-conductor-object-type: transaction summary: >- An estimate is a formal proposal detailing costs and terms for goods or services to a customer. It can be called a "bid" or "proposal" and uses similar fields to invoices in QuickBooks. As a non-posting transaction, it serves as a planning tool that can be converted to an invoice upon customer acceptance. qbd_address: type: object properties: line1: type: - string - 'null' description: >- The first line of the address (e.g., street, PO Box, or company name). example: Conductor Labs Inc. line2: type: - string - 'null' description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). example: 540 Market St. line3: type: - string - 'null' description: The third line of the address, if needed. example: Suite 100 line4: type: - string - 'null' description: The fourth line of the address, if needed. example: '' line5: type: - string - 'null' description: The fifth line of the address, if needed. example: '' city: type: - string - 'null' description: The city, district, suburb, town, or village name of the address. example: San Francisco state: type: - string - 'null' description: The state, county, province, or region name of the address. example: CA postalCode: type: - string - 'null' description: The postal code or ZIP code of the address. example: '94110' country: type: - string - 'null' description: The country name of the address. example: United States note: type: - string - 'null' description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ required: - line1 - line2 - line3 - line4 - line5 - city - state - postalCode - country - note additionalProperties: false title: The Address object x-conductor-object-type: nested qbd_linked_transaction: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this linked transaction. This ID is unique across all transaction types. example: 123ABC-1234567890 objectType: type: string const: qbd_linked_transaction description: The type of object. This value is always `"qbd_linked_transaction"`. example: qbd_linked_transaction transactionType: type: string enum: - ar_refund_credit_card - bill - bill_payment_check - bill_payment_credit_card - build_assembly - charge - check - credit_card_charge - credit_card_credit - credit_memo - deposit - estimate - inventory_adjustment - invoice - item_receipt - journal_entry - liability_adjustment - paycheck - payroll_liability_check - purchase_order - receive_payment - sales_order - sales_receipt - sales_tax_payment_check - transfer - vendor_credit - ytd_adjustment - unknown description: The type of transaction for this linked transaction. example: invoice transactionDate: type: string format: date description: >- The date of this linked transaction, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01' refNumber: type: - string - 'null' description: >- The case-sensitive user-defined reference number for this linked transaction, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user. example: LINK-1234 linkType: type: - string - 'null' enum: - amount - quantity - null description: >- Indicates the nature of the link between the transactions: `amount` denotes an amount-based link (e.g., an invoice linked to a payment), and `quantity` denotes a quantity-based link (e.g., an invoice created from a sales order based on the quantity of items received). example: amount amount: type: - string - 'null' description: >- The monetary amount of this linked transaction, represented as a decimal string. example: '1000.00' required: - id - objectType - transactionType - transactionDate - refNumber - linkType - amount additionalProperties: false title: The Linked Transaction object x-conductor-object-type: nested qbd_estimate_line: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this estimate line. This ID is unique across all transaction line types. example: 456DEF-1234567890 objectType: type: string const: qbd_estimate_line description: The type of object. This value is always `"qbd_estimate_line"`. example: qbd_estimate_line item: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The item associated with this estimate line. This can refer to any good or service that the business buys or sells, including item types such as a service item, inventory item, or special calculation item like a discount item or sales-tax item. example: id: 80000001-1234567890 fullName: Widget A description: type: - string - 'null' description: A description of this estimate line. example: Graphic illustrations for website redesign quantity: type: - number - 'null' description: >- The quantity of the item associated with this estimate line. This field cannot be cleared. **NOTE**: Do not use this field if the associated item is a discount item. example: 5 unitOfMeasure: type: - string - 'null' description: >- The unit-of-measure used for the `quantity` in this estimate line. Must be a valid unit within the item's available units of measure. example: Each overrideUnitOfMeasureSet: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- Specifies an alternative unit-of-measure set when updating this estimate line's `unitOfMeasure` field (e.g., "pound" or "kilogram"). This allows you to select units from a different set than the item's default unit-of-measure set, which remains unchanged on the item itself. The override applies only to this specific line. For example, you can sell an item typically measured in volume units using weight units in a specific transaction by specifying a different unit-of-measure set with this field. example: id: 80000001-1234567890 fullName: Volume Units rate: type: - string - 'null' description: >- The price per unit for this estimate line. If both `rate` and `amount` are specified, `rate` will be ignored. If both `quantity` and `amount` are specified but not `rate`, QuickBooks will use them to calculate `rate`. Represented as a decimal string. This field cannot be cleared. example: '10.00' ratePercent: type: - string - 'null' description: >- The price of this estimate line expressed as a percentage. Typically used for discount or markup items. example: '10.5' class: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The estimate line's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. If a class is specified for the entire parent transaction, it is automatically applied to all estimate lines unless overridden here, at the transaction line level. example: id: 80000001-1234567890 fullName: Web Development amount: type: - string - 'null' description: >- The monetary amount of this estimate line, represented as a decimal string. If both `quantity` and `rate` are specified but not `amount`, QuickBooks will calculate `amount` using the rate and any markup you supply. The calculation is `amount = (quantity * rate) * (1 + markupRate)` when `markupRate` is provided, or `amount = (quantity * rate) * (1 + markupRatePercent/100)` when `markupRatePercent` is provided. If `amount`, `rate`, and `quantity` are all unspecified, QuickBooks will calculate `amount` based on a `quantity` of `1` and the suggested `rate`. This field cannot be cleared. example: '1000.00' inventorySite: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The site location where inventory for the item associated with this estimate line is stored. example: id: 80000001-1234567890 fullName: Main Warehouse inventorySiteLocation: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The specific location (e.g., bin or shelf) within the inventory site where the item associated with this estimate line is stored. example: id: 80000001-1234567890 fullName: Aisle 3, Shelf B salesTaxCode: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The sales-tax code for this estimate line, determining whether it is taxable or non-taxable. If set, this overrides any sales-tax codes defined on the parent transaction or the associated item. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks. If QuickBooks is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it will assign the default non-taxable code to all sales. example: id: 80000001-1234567890 fullName: Non markupRate: type: - string - 'null' description: >- The markup that will be passed on to the customer for this item on this estimate line. `amount = (quantity * rate) * (1 + markupRate)` example: '0.2' markupRatePercent: type: - string - 'null' description: >- The markup, expressed as a percentage, that will be passed on to the customer for this item on this estimate line. `amount = (quantity * rate) * (1 + markupRatePercent/100)` example: '20.0' otherCustomField1: type: - string - 'null' description: >- A built-in custom field for additional information specific to this estimate line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all estimate lines for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Special handling required otherCustomField2: type: - string - 'null' description: >- A second built-in custom field for additional information specific to this estimate line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all estimate lines for convenience. Like `otherCustomField1`, developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Always ship with a spare customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the estimate line object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - item - description - quantity - unitOfMeasure - overrideUnitOfMeasureSet - rate - ratePercent - class - amount - inventorySite - inventorySiteLocation - salesTaxCode - markupRate - markupRatePercent - otherCustomField1 - otherCustomField2 - customFields additionalProperties: false title: The Estimate Line object x-conductor-object-type: nested qbd_estimate_line_group: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this estimate line group. This ID is unique across all transaction line types. example: 456DEF-1234567890 objectType: type: string const: qbd_estimate_line_group description: >- The type of object. This value is always `"qbd_estimate_line_group"`. example: qbd_estimate_line_group itemGroup: type: object properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The estimate line group's item group, representing a predefined set of items bundled because they are commonly purchased together or grouped for faster entry. example: id: 80000001-1234567890 fullName: Office Supplies Bundle description: type: - string - 'null' description: A description of this estimate line group. example: Standard widget bulk package quantity: type: - number - 'null' description: >- The quantity of the item group associated with this estimate line group. This field cannot be cleared. **NOTE**: Do not use this field if the associated item group is a discount item group. example: 5 unitOfMeasure: type: - string - 'null' description: >- The unit-of-measure used for the `quantity` in this estimate line group. Must be a valid unit within the item's available units of measure. example: Each overrideUnitOfMeasureSet: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- Specifies an alternative unit-of-measure set when updating this estimate line group's `unitOfMeasure` field (e.g., "pound" or "kilogram"). This allows you to select units from a different set than the item's default unit-of-measure set, which remains unchanged on the item itself. The override applies only to this specific line. For example, you can sell an item typically measured in volume units using weight units in a specific transaction by specifying a different unit-of-measure set with this field. example: id: 80000001-1234567890 fullName: Volume Units shouldPrintItemsInGroup: type: boolean description: >- Indicates whether the individual items in this estimate line group and their separate amounts appear on printed forms. example: true totalAmount: type: string description: >- The total monetary amount of this estimate line group, equivalent to the sum of the amounts in `lines`, represented as a decimal string. example: '1000.00' lines: type: array items: $ref: '#/components/schemas/qbd_estimate_line' description: >- The estimate line group's line items, each representing a single product or service quoted. customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the estimate line group object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - itemGroup - description - quantity - unitOfMeasure - overrideUnitOfMeasureSet - shouldPrintItemsInGroup - totalAmount - lines - customFields additionalProperties: false title: The Estimate Line Group object x-conductor-object-type: nested qbd_custom_field: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating type: type: string enum: - amount_type - date_time_type - integer_type - percent_type - price_type - quantity_type - string_1024_type - string_255_type description: The data type of this custom field. example: string_1024_type value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - type - value additionalProperties: false title: The Custom Field object x-conductor-object-type: nested securitySchemes: BearerAuth: type: http scheme: bearer description: >- Your Conductor secret key using Bearer auth (e.g., `"Authorization: Bearer {{YOUR_SECRET_KEY}}"`). ```` Built with [Mintlify](https://mintlify.com).