Contables y administrativos de cuentas por pagar preguntan a ChatGPT por saldos de clientes, facturas de proveedores impagadas y asientos del libro mayor en QuickBooks, y aprueban cada consulta de datos antes de que se ejecute.
¿Qué clientes nos deben más dinero y qué antigüedad tiene su factura impagada más antigua?
ChatGPTRespuesta · QuickBooks
Northwind Supply tiene el mayor saldo pendiente, 19.400 $, casi tanto como los dos clientes siguientes juntos (22.460 $). Su factura abierta más antigua venció el 14 de julio.
Customer name
Open balance
Due date más antigua
Northwind SupplyAR Aging Detail Report
19.400 $
14 jul 2026
Bluebird StudioAR Aging Detail Report
12.180 $
3 ago 2026
Harbor DentalAR Aging Detail Report
10.280 $
21 ago 2026
Open balance procede de AR Aging Detail Report, que extrae todos los datos actuales en cada ejecución, y no de sumar el historial de facturas.
fuente
QuickBooks · a lun 06:40 UTC
periodo
Partidas abiertas al 28 sep 2026
Pregunte a ChatGPT sobre sus datos de QuickBooks...
Respuesta de ejemplo · cuenta y cifras ficticias
QuickBooks en ChatGPT
Preguntas que ChatGPT puede responder con sus datos de QuickBooks
QuickBooks es un software de contabilidad para pequeñas y medianas empresas. Dataddo extrae sus transacciones e informes estándar, desde facturas emitidas y recibidas hasta la antigüedad de cobros y pagos, el flujo de caja y la cuenta de pérdidas y ganancias.
Comprobar el saldo antes de un extracto
Pregunte a ChatGPT
Muestre el Balance de Customers con Display Name Bluebird Studio, las Credit Memos con Remaining Credit y sus Payments de este mes.
La contable comprueba cuánto debe realmente un cliente, descontados los créditos sin usar, antes de enviar el extracto, y aprueba cada consulta para que el origen de la respuesta quede claro.
Remesa de pagos a proveedores
Pregunte a ChatGPT
Ejecute primero data_status sobre AP Aging Detail Report. Si está actualizado, enumere cada Vendor con un Past due superior a 30 y su Open balance.
Antes de la remesa semanal de pagos, el administrativo de cuentas por pagar ve qué proveedores llevan más tiempo vencidos y revisa los BillPayments recientes antes de decidir qué facturas pagar primero.
Revisión del libro mayor al cierre de mes
Pregunte a ChatGPT
A partir de General Ledger Report V2, enumere los asientos de este mes superiores a 5.000 por Account name y Transaction type, con el texto de Memo.
Un controller revisa por cuenta los asientos grandes o inusuales antes de cerrar el mes, y luego solo hace seguimiento de los que merecen una segunda revisión.
Data to AI™ es gratuito durante la versión preliminar privada. Incorporamos equipos por oleadas y damos forma al producto con sus comentarios. En el lanzamiento, se cobrará como los asistentes de IA que tu equipo ya utiliza. ¿Necesitas contratos a medida o precios por volumen? Habla con nosotros sobre Enterprise.
Data to AITM
Entrega datos de negocio gobernados a Claude, ChatGPT y otras herramientas de IA mediante MCP.
Versión preliminar privada
Gratis durante la versión preliminar
Enterprise
Implemente Dataddo de manera flexible en cualquier entorno híbrido o de nube.
La contable exporta Customers, las notas de crédito abiertas y los pagos recientes, sube tres archivos a ChatGPT y lo repite la semana siguiente.
La app de Dataddo en modo desarrollador lee Customers, Credit Memos y Payments cuando se le pide, desde el flujo que usted vinculó.
Una pregunta, ningún archivo
Ver cada solicitud de datos
Los archivos subidos entran enteros en la conversación, así que el modelo tiene todas las filas antes de que usted sepa cuáles necesita.
ChatGPT le pide confirmar cada llamada a herramientas, y puede desactivar herramientas concretas de Dataddo en la configuración de la app.
Cada consulta aprobada
Actualidad del informe de antigüedad
Una exportación de antigüedad de pagos no indica en el chat cuándo se generó, así que facturas ya pagadas pueden seguir apareciendo como vencidas.
Los informes de antigüedad vuelven a cargar todos los datos actuales en cada ejecución programada, y ChatGPT puede consultar data_status antes de responder.
Cifras de vencidos actuales
Datos de contacto de clientes
Una exportación de Customers lleva Primary Email Address y Primary Phone a cada archivo que sube al chat.
Desmarque esas columnas o aplíqueles hash en la fuente, y ChatGPT trabajará con los saldos sin recibir nunca datos de contacto.
Los datos de contacto quedan fuera
Consumo de tokens
ChatGPT gasta tokens explorando columnas sin procesar de QuickBooks, muestreando filas y reintentando hasta entender los datos.
Las definiciones de campos y las relaciones se entregan de antemano, así que el modelo se salta la exploración y va directo a la respuesta.
Menos tokens por respuesta
Calidad de las respuestas
Propenso a uniones incorrectas, campos inventados y cifras difíciles de comprobar.
Respuestas basadas en campos definidos. En el benchmark de Dataddo se respondió correctamente el 78,5 % de las preguntas, frente al 65,5 % con archivos CSV simples.
Mejores respuestas
Datasets
Datasets de QuickBooks que puede usar en ChatGPT
Los datasets de QuickBooks que más usan los equipos de finanzas y RevOps, con sus nombres de campo reales. ChatGPT los consulta por su nombre a través de la capa semántica de Dataddo.
Lista de datasets curados
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Vendorvend_name
sensiblestring
Due datedue_date
datetime
Past duepast_due
integer
Amountamount
float
Open balanceopen_balance
float
Categorycategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
string
Transaction typetxn_type
string
Document numberdoc_num
string
Vendorvend_name
sensiblestring
Due datedue_date
datetime
Past duepast_due
integer
Amountamount
float
Open balanceopen_balance
float
Sectionsection
string
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Customer namecust_name
sensiblestring
Locationlocation
string
Due datedue_date
datetime
Amountamount
float
Open balanceopen_balance
float
Categorycategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
string
Transaction typetxn_type
string
Document numberdoc_num
string
Customer namecust_name
sensiblestring
Locationdept_name
string
Due datedue_date
datetime
Amountsubt_amount
float
Open balancesubt_open_balance
float
Sectionsection
string
Account Sub TypeThe account sub-type classificationAccountSubType
string
Account TypeA detailed account classification that specifies the use of this accountAccountType
string
ClassificationThe classification of an account.Classification
string
Account NumberUser-defined account numberAcctNum
string
ActiveWhether is the account active or notActive
integer
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Current BalanceSpecifies the balance amount for the current AccountCurrentBalance
float
Current Balance With Sub AccountsSpecifies the cumulative balance amount for the current Account and all its sub-accountsCurrentBalanceWithSubAccounts
float
Fully Qualified NameFully qualified name of the objectFullyQualifiedName
string
IDUnique identifier for this objectid
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
NameUser recognizable name for the AccountName
string
ParentThe ID for the referenced object as found in the Id field of the object payloadParent
string
Sub AccountSpecifies whether this object represents a parent (false) or subaccount (true)SubAccount
integer
Sync TokenVersion number of the objectSyncToken
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
account
string
totaltotal
float
Categorycategory
string
Sub-categorysubcategory
string
Sub-sub-categorysubsubcategory
string
Sub-sub-sub-categorysubsubsubcategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Accountaccount
string
Totaltotal
float
Sectionsection
string
Bank Account NameAn identifying name for the Bank AccountBankAccountName
string
Bank AccountThe ID for the Bank AccountBankAccount
float
Print StatusPrinting status of the invoicePrintStatus
string
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
The ID for the departmentDepartment
string
IDUnique identifier for this objectid
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Pay TypeThe payment typePayType
string
Private NoteUser entered, organization-private note about the transactionPrivateNote
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Vendor NameAn identifying name for the vendorVendorName
sensiblestring
The ID for the vendorVendor
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
AP Account NameAn identifying name for the AP AccountAPAccountName
string
AP AccountThe ID for the AP AccountAPAccount
string
BalanceThe balance reflecting any payments made against the transactionBalance
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Department NameAn identifying name for the departmentDepartmentName
string
DepartmentThe ID for the departmentDepartment
string
Doc NumberReference number for the transactionDocNumber
string
Due DateDate when the payment of the transaction is dueDueDate
datetime
IDUnique identifier for this objectid
float
Transaction ID of the related transactionLinkedTxnId
string
Linked Transaction TypeTransaction type of the linked objectLinkedTxnType
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Private NoteUser entered, organization-private note about the transactionPrivateNote
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Vendor NameAn identifying name for the vendorVendorName
sensiblestring
The ID for the vendorVendor
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Line IDLine_Id
string
Line NumLine_LineNum
integer
Line DescriptionLine_Description
string
Line AmountLine_Amount
float
Line Detail TypeLine_DetailType
string
Line Billable StatusLine_BillableStatus
string
Line AccountRef ValueLine_AccountRef_value
string
Line Tax Code RefLine_TaxCodeRef_value
string
Line Account Ref NameLine_AccountRef_name
string
ActiveWhether or not active inactive accounts may be hidden from most display purposes and may not be posted toActive
boolean
Budget Detail - Account Reference - ValueReference to the Account associated with this BudgetDetailBudgetDetail_AccountRef_value
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Budget Detail - Budget DateDate of the individual BudgetDetailBudgetDetail_BudgetDate
datetime
Create TimeTime the entity was created in the source domainCreateTime
datetime
Budget TypeBudget typesBudgetType
string
IDUnique identifier for this objectId
string
End DateBudget end dateEndDate
datetime
Budget Entry TypePeriod that this budget detail coversBudgetEntryType
string
Sync TokenVersion number of the objectSyncToken
string
Budget Detail - AmountAmount assigned to a BudgetDetailBudgetDetail_Amount
float
Budget Detail - Account Reference - NameReference to the Account associated with this BudgetDetailBudgetDetail_AccountRef_name
string
DomainThe source domaindomain
string
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Start DateBudget begin dateStartDate
datetime
NameUser recognizable name for the AccountName
string
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Date MacrodateMacro
string
Timetime
datetime
account
string
totaltotal
float
Categorycategory
string
Subcategorysubcategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Date Macrodate_macro
string
Timetime
datetime
account
string
totaltotal
float
Sectionsection
string
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
integer
Fully Qualified NameFully qualified name of the entityFullyQualifiedName
string
NameUser recognizable name for the ClassName
string
Sub ClassSpecifies whether this object is a subclassSubClass
float
Sync TokenVersion number of the objectSyncToken
string
IDUnique identifier for this objectid
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Credit Memo IDid
string
Transaction Datetxn_date
datetime
Document Numberdoc_number
string
Customer Namecustomer_ref_name
string
Customer IDcustomer_ref_value
string
Billing Address IDbill_addr_id
string
Total Amounttotal_amt
float
Remaining Creditremaining_credit
float
Sync Tokensync_token
string
Sparsesparse
integer
Line IDline_id
string
Line Numberline_line_num
integer
Line Amountline_amount
float
Line Descriptionline_description
string
Line Detail Typeline_detail_type
string
Item Nameline_item_ref_name
string
Item IDline_item_ref_value
string
Item Account Nameline_item_account_ref_name
string
Item Account IDline_item_account_ref_value
string
Line Quantityline_qty
float
Line Unit Priceline_unit_price
float
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
boolean
BalanceSpecifies the open balance amount or the amount unpaid by the customerBalance
float
Balance With JobsCumulative open balance amount for the Customer (or Job) and all its sub-jobsBalanceWithJobs
float
Bill Address - CityCity nameBillAddrCity
string
Bill Address - Country Sub Division CodeRegion within a countryBillAddrCountrySubDivisionCode
string
Bill Address - CountryCountry nameBillAddrCountry
string
Billing Address - IDUnique identifier of the QuickBooks object for the addressBillAddrId
string
Billing Address - Line 11st line of the addressBillAddrLine1
sensiblestring
Billing Address - Line 22nd line of the addressBillAddrLine2
sensiblestring
Billing Address - Postal CodePostal codeBillAddrPostalCode
sensiblestring
Billing With ParentIf true, this Customer object is billed with its parentBillWithParent
boolean
Company NameThe name of the company associated with the person or organizationCompanyName
string
Currency NameThe full name of the currencyCurrencyName
string
CurrencyThe three letter string representing the ISO 4217 code for the currencyCurrency
string
Display NameThe name of the person or organization as displayedDisplayName
sensiblestring
Fully Qualified NameFully qualified name of the customerFullyQualifiedName
sensiblestring
IDUnique identifier for this objectid
string
JobIf true, this is a Job or sub-customerJob
boolean
LevelSpecifies the level of the hierarchy in which the entity is located. Zero specifies the top level of the hierarchy; anything above will be level with respect to the parent. Constraints:up to 5 levelsLevel
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Parent Ref ValueA reference to a value of the customer object that is the immediate parent of the Sub-Customer/Job in the hierarchical Customer:Job listParentRefValue
string
Parent Ref NameA reference to a name of customer object that is the immediate parent of the Sub-Customer/Job in the hierarchical Customer:Job listParentRefName
Print On Check NameName of the person or organization as printed on a checkPrintOnCheckName
sensiblestring
SSNSocial security number (SSN) of the employeeSSN
sensiblestring
TitleTitle of the personTitle
string
Released DateRelease date of the employeeReleasedDate
datetime
Create TimeTime the employee was created in the source domainCreateTime
datetime
Last Updated TimeTime the employee was last updated in the source domainLastUpdatedTime
datetime
Sync TokenVersion number of the objectSyncToken
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Namename
string
Memomemo
string
Account nameaccount_name
string
Splitsplit
string
Amountamount
float
Balancebalance
float
Categorycategory
string
Subcategorysubcategory
string
Subsubcategorysubsubcategory
string
Subsubsubcategorysubsubsubcategory
string
Subsubsubsubcategorysubsubsubsubcategory
string
Class Nameclass_name
string
account_id
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
string
Transaction typetxn_type
string
Document numberdoc_num
string
Namename
string
Memomemo
string
Account nameaccount_name
string
Splitsplit_acc
string
Amountsubt_nat_amount
float
Balancerbal_nat_amount
float
Sectionsection
string
Class Nameklass_name
string
account_id
string
IDUnique identifier for this objectid
string
Allow Online ACH PaymentSpecifies if this invoice can be paid with online bank transfers and corresponds to the Free bank transfer online payment check box on the QuickBooks UIAllowOnlineACHPayment
integer
Allow Online Credit Card PaymentSpecifies if online credit card payments are allowed for this invoice and corresponds to the Cards online payment check box on the QuickBooks UIAllowOnlineCreditCardPayment
integer
Apply Tax After DiscountIf false or null, calculate the sales tax first, and then apply the discountApplyTaxAfterDiscount
integer
Customer MemoUser-entered message to the customer; this message is visible to end user on their transactions.CustomerMemo
string
BalanceThe balance reflecting any payments made against the transactionBalance
float
Billing Address - CityCity nameBillAddrCity
string
Billing Address - Country Sub Division CodeRegion within a countryBillAddrCountrySubDivisionCode
string
Billing Address - IDUnique identifier of the QuickBooks object for the address, used for modifying the addressBillAddrId
string
Billing Address - Address Line 1First line of the addressBillAddrLine1
sensiblestring
Billing Address - Address Line 2Second line of the addressBillAddrLine2
sensiblestring
Billing Address - Postal CodePostal codeBillAddrPostalCode
sensiblestring
Billing Address - EmailIdentifies the e-mail address where the invoice is sentBillEmail
sensiblestring
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Customer NameAn identifying name for the customerCustomerName
sensiblestring
The ID for the customerCustomerValue
float
Delivery TimeDelivery date and timeDeliveryTime
datetime
Delivery TypeType of the deliveryDeliveryType
string
Department NameAn identifying name for the departmentDepartmentName
string
The ID for the departmentDepartmentValue
string
Doc NumberReference number for the transactionDocNumber
string
Due DateDate when the payment of the transaction is dueDueDate
datetime
E-Invoice StatusStatus of the eletronic invoiceEInvoiceStatus
string
Email StatusEmail status of the invoiceEmailStatus
string
Created TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Print StatusPrinting status of the invoicePrintStatus
string
Sales TermThe ID for the sales termSalesTerm
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Linked Transaction IDTransaction Id of the related transactionLinkedTxnId
string
Linked Transaction TypeTransaction type of the linked objectLinkedTxnType
string
Invoice IDinvoice_id
string
Transaction Dateinvoice_txn_date
datetime
Document Numberinvoice_doc_number
string
Customer Namecustomer_ref_name
sensiblestring
Customer IDcustomer_ref_value
string
Billing Address IDbill_addr_id
string
Total Amountinvoice_total_amt
float
Sparseinvoice_sparse
integer
Line IDline_id
string
Line Numberline_line_num
integer
Line Amountline_amount
float
Line Descriptionline_description
string
Line Detail Typeline_detail_type
string
Item Nameline_item_ref_name
string
Item IDline_item_ref_value
string
Item Account Nameline_item_account_ref_name
string
Item Account IDline_item_account_ref_value
string
Line Quantityline_qty
float
Line Unit Priceline_unit_price
float
IDUnique identifier for this objectid
string
NameName of the itemName
string
ActiveIf true, the object is currently enabled for use by QuickBooksActive
integer
Fully Qualified NameFully qualified name of the itemFullyQualifiedName
string
SKUStock keeping unit designator for the itemSku
string
Income Account NameAn identifying name for the income accountIncomeAccountName
string
The ID for the income accountIncomeAccountValue
string
LevelSpecifies the level of the hierarchy in which the entity is locatedLevel
integer
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Parent NameAn identifying name for the parentParentName
string
Parent IDThe ID for the parentParentValue
string
Purchase CostAmount paid when buying or ordering the item, as expressed in the home currencyPurchaseCost
float
Purchase Tax IncludedTrue if the purchase tax is included in the item amount, and therefore is not calculated for the transactionPurchaseTaxIncluded
integer
Sales Tax IncludedTrue if the sales tax is included in the item amount, and therefore is not calculated for the transactionSalesTaxIncluded
integer
Sub ItemIf true, this is a sub item. If false or null, this is a top-level item.SubItem
integer
Sync TokenVersion number of the objectSyncToken
string
TaxableIf true, transactions for this item are taxable. Applicable to US companies, only.Taxable
integer
Quantity On HandCurrent quantity of the Inventory items available for saleQtyOnHand
float
TypeClassification that specifies the use of this itemType
string
Unit PriceCorresponds to the Price/Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for itemUnitPrice
float
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
AdjustmentIndicates the total amount of the transactionAdjustment
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Doc NumberReference number for the transactionDocNumber
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Sync TokenVersion number of the objectSyncToken
string
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Line item - AmountThe amount of the line itemLine_Amount
float
Line item - DescriptionFree form text description of the line item that appears in the printed recordLine_Description
string
Line item - IDThe Id of the line itemLine_Id
string
Line item - Account NameAccount name related to the line itemLine_AccountName
string
Account ID related to the line itemLine_AccountID
string
Line item - Posting TypePosting type of the line itemLine_PostingType
string
Line item - Entity NameEntity name related to the line itemLine_EntityName
string
Line Entity ValueLine_EntityValue
string
Line item - Entity IDEntity ID related to the line itemLine_EntityID
string
Line item - Tax AmountTax amount of the line itemLine_TaxAmount
float
Line item - Tax Applicable OnOn what the tax is applicable onLine_TaxApplicableOn
string
Line item - Tax CodeTax code fo the taxLine_TaxCode
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
The ID for the customerCustomerID
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Customer NameAn identifying name for the customerCustomerName
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Process PaymentWhether the payment is processedProcessPayment
integer
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Unapplied AmountIndicates the amount that has not been applied to pay amounts owed for sales transactionsUnappliedAmt
float
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Itemitem
string
Valuevalue
string
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Namename
string
Dept Namedept_name
string
Klass Nameklass_name
string
Memomemo
string
Splitsplit
string
Amountamount
float
Balancebalance
float
Categorycategory
string
Subcategorysubcategory
string
Subsubcategorysubsubcategory
string
Subsubsubcategorysubsubsubcategory
string
Subsubsubsubcategorysubsubsubsubcategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Accountaccount
string
Totaltotal
float
Sectionsection
string
IDUnique identifier for this objectid
string
Doc NumberReference number for the transactionDocNumber
string
Sync TokenVersion number of the objectSyncToken
string
Vendor NameAn identifying name for the vendorVendorName
string
The ID for the vendorVendorID
string
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Total AmountIndicates the total amount of the transactionTotalAmt
float
Ap Account NameAn identifying name for the ap accountAPAccountName
string
The id for the ap accountAPAccountID
string
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the iso 4217 code for the currencyCurrency
string
Department NameAn identifying name for the departmentDepartmentName
string
The id for the departmentDepartmentID
string
Email StatusEmail status of the purchase orderEmailStatus
string
Line AmountThe amount of the line itemLine_Amount
float
Line IdThe id of the line itemLine_Id
string
Line DescriptionFree form text description of the line item that appears in the printed recordLine_Description
string
Line Expense Item NameAn identifying name for the item expenseLine_Expense_ItemName
string
The id for the line item expenseLine_Expense_ItemID
string
Line Expense Customer NameAn identifying name for the customerLine_Expense_CustomerName
sensiblestring
Line Expense Customer IDThe id for the customerLine_Expense_CustomerID
string
Line Expense Billable StatusThe billable statusLine_Expense_BillableStatus
string
Line Expense Tax CodeCode of the used taxLine_Expense_TaxCode
string
Line Expense QuantityNumber of items for the lineLine_Expense_Qty
float
Line Expense Unit PriceUnit price of the subject item as referenced by itemrefLine_Expense_UnitPrice
float
PO StatusPurchase order statusPOStatus
string
Ship Address IdUnique identifier of the quickbooks object for the shipping addressShipAddrId
string
Shipping Address Line 11st line of the addressShipAddrLine1
sensiblestring
Shipping Address Line 22nd line of the addressShipAddrLine2
sensiblestring
Shipping Address Line 33rd line of the addressShipAddrLine3
sensiblestring
Vendor Address CityVendor's city nameVendorAddrCity
string
Vendor Address CountryVendor's country nameVendorAddrCountry
string
Vendor Address Country Subdivision CodeVendor's region of the related countryVendorAddrCountrySubDivisionCode
string
Vendor Address IdUnique identifier of the quickbooks object for the vendor's addressVendorAddrId
string
Vendor Address Line 1Vendor's 1st address lineVendorAddrLine1
sensiblestring
Vendor Address Postal CodeVendor's postal codeVendorAddrPostalCode
sensiblestring
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Linked Transaction IdTransaction id of the related transactionLinkedTxnId
string
Linked Transaction TypeTransaction type of the linked objectLinkedTxnType
string
IDUnique identifier for this objectid
string
ActiveIf true, the object is currently enabled for use by QuickBooksActive
integer
Account NameThe ID for the accountAccountName
string
An identifying name for the accountAccountID
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Doc NumberReference number for the transactionDocNumber
string
Entity NameAn identifying name for the entityEntityName
string
Entity IDThe ID for the entityEntityID
string
Entity TypeThe type of the entityEntityType
string
Global Tax CalculationMethod in which tax is appliedGlobalTaxCalculation
string
Line item - Account NameAn identifying name for the accountLine_AccountName
string
Line item - Account IDThe ID for the accountLine_AccountID
string
Line item - Billable StatusThe billable status of the expenseLine_BillableStatus
string
Line item - Tax CodeThe ID for the tax codeLine_TaxCode
string
Line item - AmountThe amount of the line itemLine_Amount
float
Line item - DescriptionFree form text description of the line item that appears in the printed recordLine_Description
string
Line item - IDThe Id of the line itemLine_Id
string
Payment TypeType can be Cash, Check, or CreditCardPaymentType
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
boolean
NameUser recognizable name for the tax codeName
string
DescriptionDescription of the tax codeDescription
string
TaxableIf true, transactions for this tax code are taxableTaxable
boolean
Sales Tax Rate ListList of tax rates that apply for sales transactions when this tax code represents a group of tax ratesSalesTaxRateList
json
Purchase Tax Rate ListList of tax rates that apply for purchase transactions when this tax code represents a group of tax ratesPurchaseTaxRateList
json
Sync TokenVersion number of the objectSyncToken
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
boolean
IDUnique identifier for this objectid
string
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
integer
Due DaysNumber of days from delivery of goods or services until the payment is dueDueDays
integer
Discount DaysDiscount applies if paid within this number of daysDiscountDays
integer
Discount PercentDiscount percentage available against an amount if paid within the days specified by DiscountDaysDiscountPercent
float
NameUser recognizable name for the termName
string
Sync TokenVersion number of the objectSyncToken
string
TypeType of the Sales TermType
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
Billable StatusBillable status of the time recordedBillableStatus
string
Class NameAn identifying name for the classClassName
string
Class IDThe ID for the classClassId
string
Customer NameAn identifying name for the customerCustomerName
sensiblestring
The ID for the customerCustomerId
string
DescriptionDescription of work completed during time activityDescription
string
Employee NameAn identifying name for the employeeEmployeeName
sensiblestring
The ID for the employeeEmployeeId
float
Hourly RateHourly bill rate of the employee or vendor for this time activityHourlyRate
float
HoursHours and minutes workedHours
float
Item NameAn identifying name for the itemItemName
string
The ID for the itemItemId
float
MinutesMinutes workedMinutes
float
Name OfEnumeration of time activity types. Valid values: Vendor or Employee.NameOf
string
Sync TokenVersion number of the objectSyncToken
string
TaxableTrue if the time recorded is both billable and taxableTaxable
integer
Transaction DateThe date for the time activityTxnDate
datetime
Vendor NameAn identifying name for the vendorVendorName
sensiblestring
The ID for the vendorVendorId
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datedate
datetime
Transaction typetransaction_type
string
Document numberdoc_num
string
Postingposting
string
Namename
string
Storestore
string
Memomemo
string
Account nameaccount_name
string
Splitsplit
string
Amountamount
float
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Postingis_no_post
string
Namename
string
Locationdept_name
string
Memomemo
string
Account nameaccount_name
string
Splitother_account
string
Amountsubt_nat_amount
float
Sectionsection
string
IDUnique identifier for this objectid
string
AmountIndicates the total amount of the transactionAmount
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
From Account NameAn identifying name for the account from which the transaction is madeFromAccountName
string
The ID for the account from which the transaction is madeFromAccountID
string
Private NoteUser entered, organization-private note about the transactionPrivateNote
string
Sync TokenVersion number of the objectSyncToken
string
To Account NameAn identifying name for the account to which the transfer is madeToAccountName
string
The ID for the account to which the transfer is madeToAccountID
string
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
boolean
IDUnique identifier for this objectid
float
ActiveIf true, this object is currently enabled for use by QuickBooksActive
integer
BalanceSpecifies the open balance amount or the amount unpaid by the customerBalance
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Given NameGiven name or first name of a personGivenName
sensiblestring
Display NameThe name of the vendor as displayedDisplayName
sensiblestring
Family NameFamily name or the last name of the personFamilyName
sensiblestring
Print On Check NameName of the person or organization as printed on a checkPrintOnCheckName
sensiblestring
Sync TokenVersion number of the objectSyncToken
float
Vendor 1099This vendor is an independent contractor; someone who is given a 1099-MISC form at the end of the yearVendor1099
integer
Primary EmailPrimary email addressPrimaryEmail
sensiblestring
Bill Address - CityCity nameBillAddrCity
string
Bill Address - Line 11st line of the addressBillAddrLine1
sensiblestring
Bill Address - Postal CodePostal codeBillAddrPostalCode
sensiblestring
Bill Address - Country Sub Division CodeRegion of the countryBillAddrCountrySubDivisionCode
string
Bill Address - CountryCountry nameBillAddrCountry
string
Bill Address - IDUnique identifier of the QuickBooks object for the addressBillAddrId
string
Primary PhonePrimary phone numberPrimaryPhone
sensiblestring
Account NumberName or number of the account associated with this vendorAcctNum
string
Company NameThe name of the company associated with the person or organizationCompanyName
string
Web Address URIUniform Resource Identifier for the web siteWebAddrURI
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
¿Necesita un dataset, métrica o atributo que no ve?
Se ejecuta según la programación que defina, por ejemplo a diario. La API de QuickBooks devuelve hasta 1.000 filas por lote, así que los historiales más grandes se cargan en varios lotes mediante un backfill de datos.
Más aciertos. La mitad de errores presentados como hechos.
Planteamos 43 preguntas registradas de antemano sobre tres conjuntos de datos reales - Google Search Console, deals de HubSpot y Google Ads - y entregamos las mismas filas al mismo modelo de cuatro formas. Solo cambió la capa de datos.
78,5 %
de las preguntas respondidas correctamente - el mejor de los cuatro métodos de entrega probados
2x
menos respuestas erróneas presentadas como seguras - 14,0 % de las ejecuciones frente a 24,0 % y 26,3 %
2,8x
más respuestas correctas con datos de CRM desordenados - mejor en 8 preguntas, peor en ninguna
Respuestas correctasLas 43 preguntas - más es mejor
Dataddo Data to AI™78,5 %
Conector SQL genérico71,5 %
Archivos CSV + documentación69,0 %
Archivos CSV65,5 %
Incorrectas, pero presentadas como hechosPorcentaje de ejecuciones - menos es mejor
Dataddo Data to AI™14,0 %
Archivos CSV + documentación24,0 %
Conector SQL genérico26,3 %
Archivos CSV33,3 %
El mismo modelo, las mismas instrucciones y las mismas filas en todas las condiciones; 759 ejecuciones evaluadas, con las respuestas de referencia fijadas antes de cualquier ejecución. Solo en Google Search Console, los archivos CSV documentados rindieron igual que Data to AI™: la ventaja viene de datos más complejos, como los deals de HubSpot.
En Dataddo, cree una fuente de QuickBooks con OAuth y datasets como Customers, Credit Memos, AP Aging Detail Report y General Ledger Report V2, y vincúlela a un destino de ChatGPT o a un AI Model. En ChatGPT para web, active el modo desarrollador y cree una app para https://headless.dataddo.com/mcp-data con OAuth, dejando vacíos los campos de cliente.
¿Qué plan de ChatGPT necesito para los datos de QuickBooks?
El modo desarrollador está en los planes Pro, Plus, Business, Enterprise y Education, solo en la web. En Business y Enterprise puede que un administrador del espacio de trabajo tenga que habilitarlo antes de que usted añada la app de Dataddo.
¿Por qué confirmo cada consulta a QuickBooks en ChatGPT?
ChatGPT le pide confirmar cada llamada a herramientas antes de ejecutarla. Con datos contables es un control útil: usted ve si lee Customers, el informe de antigüedad de pagos o el libro mayor antes de que se devuelva nada.
¿Puede ChatGPT ver las direcciones de correo de los clientes de QuickBooks?
Solo si las extrae. Customers incluye Primary Email Address y Primary Phone. Excluya esas columnas o aplíqueles hash en la fuente, y ChatGPT nunca recibirá los valores en bruto.
¿Cómo sabe ChatGPT si las cifras de QuickBooks están actualizadas?
Puede llamar a data_status para conocer la actualidad y a known_gaps para las preguntas que los datos no pueden responder. Los informes de antigüedad de cobros y pagos extraen todos los datos actuales en cada ejecución programada, así que lo que importa es la hora de ejecución.
¿Dónde activo el modo desarrollador para la app de QuickBooks?
En ChatGPT para web, abra Settings > Security and login > Developer mode. Después cree la app con la URL de Dataddo, inicie sesión con OAuth y elija Dataddo Data Access en el menú + de un chat.
¿Puedo desactivar algunas herramientas de Dataddo en ChatGPT?
Sí. La configuración de la app Dataddo Data Access le permite activar o desactivar herramientas concretas, por ejemplo mantener query y describe_entity y desactivar refresh.