Accounting — Quotes

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Quikk tracks which Xero user makes updates to this type of record.

The following elements are tracked in the Quotes endpoint:

Field	Information
Contact	See Contacts
Date	Date quote was issued - YYYY-MM-DD
Expiry Date	Date quote expires - YYYY-MM-DD
Status	DRAFT, DELETED, SENT, DECLINED, ACCEPTED or INVOICED
Line Amount Types	Exclusive, Inclusive or NoTax
Line Items	The Line Items collection, see below
Sub Total	Total of quote excluding taxes
Total Tax	Total tax on quote
Total	Total of Quote tax inclusive (i.e. Sub Total + Total Tax)
Total Discount	Total of discounts applied on the quote line items
Updated Date UTC	Last modified date UTC format
Currency Code	The currency that quote has been raised in
Currency Rate	The currency rate for a multicurrency quote
Quote ID	Xero generated unique identifier for a quote
Quote Number	Unique alpha numeric code identifying a quote
Reference	Additional reference number
Branding Theme ID	See Branding Themes
Title	The title of the quote
Summary	The summary of the quote
Terms	The terms of the quote

Elements for Line Items

Field	Information
Description	The description of the line item
Quantity	Line Item quantity
Unit Amount	Line Item unit amount
Item Code	See Items
Account Code	See Accounts
Line Item ID	The Xero generated identifier
Tax Type	Used as an override if the default Tax Code for the selected Account Code is not correct
Tax Amount	The tax amount is auto calculated as a percentage of the line amount based on the tax rate
Line Amount	The line amount reflects the discounted price if a Discount Rate has been used i.e Line Amount = Quantity _ Unit Amount _ ((100 - Discount Rate)/100)
Discount Rate	Percentage discount being applied to a line item
Tracking	Section for optional Tracking Category

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