qbo_estimates_update
Update a QuickBooks Online estimate by changing only the specified fields. Requires estimate ID and current SyncToken to preserve other data.
Instructions
Sparse-update an existing Estimate record. Only provided fields are changed; Id and SyncToken are required.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Line | Yes | Quote lines: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef, Qty, UnitPrice}}. | |
| TxnDate | No | Estimate date (YYYY-MM-DD) | |
| BillEmail | No | Email address, e.g. {"Address": "customer@example.com"} | |
| DocNumber | No | Estimate number | |
| SyncToken | Yes | Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it) | |
| TxnStatus | No | Status: "Pending", "Accepted", "Rejected", or "Closed" | |
| AcceptedBy | No | Name of the customer contact who accepted | |
| estimateId | Yes | The Estimate ID to update | |
| CustomerRef | Yes | Customer being quoted, e.g. {"value": "123"} | |
| PrivateNote | No | Private internal note | |
| AcceptedDate | No | Acceptance date | |
| CustomerMemo | No | Memo visible to customer, e.g. {"value": "Thank you"} | |
| ExpirationDate | No | Expiration date |