Skip to main content
​
id
string
required

The unique identifier assigned by QuickBooks to this template. This ID is unique across all templates but not across different QuickBooks object types.

Example:

"80000001-1234567890"

​
objectType
string
required

The type of object. This value is always "qbd_template".

Allowed value: "qbd_template"
Example:

"qbd_template"

​
createdAt
string
required

The date and time when this template 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+00:00"

​
updatedAt
string
required

The date and time when this template 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+00:00"

​
revisionNumber
string
required

The current QuickBooks-assigned revision number of this template 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"

​
name
string
required

The case-insensitive unique name of this template, unique across all templates.

NOTE: Templates do not have a fullName field because they are not hierarchical objects, which is why name is unique for them but not for objects that have parents.

Example:

"Professional Invoice"

​
isActive
boolean
required

Indicates whether this template is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to true.

Example:

true

​
templateType
enum<string>
required

The type of transaction that this template is used for.

Available options:
bill_payment,
build_assembly,
credit_memo,
estimate,
invoice,
payment_receipt,
purchase_order,
sales_order,
sales_receipt
Example:

"invoice"