QuickBooks: Sparse update an estimate

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Contract 2026-10-20 · Operation quickbooks.estimate.sparse_update_an_estimate

Provider route: POST /v3/company/{realmID}/estimate. Alter supplies the connection’s credentials and routing.

Call through Alter

Install @alter-ai/sdk @alter-ai/quickbooks with npm, or alter-sdk-quickbooks with pip. Supply your connected customer’s grant ID and the arguments described below.

import { App } from "@alter-ai/sdk";
import { QuickBooksIntegration } from "@alter-ai/quickbooks";

async function execute(input: Parameters<QuickBooksIntegration["estimate"]["updateSparse"]>[0]) {
  const app = new App({ apiKey: process.env.ALTER_API_KEY! });
  try {
    const provider = new QuickBooksIntegration(app, { grantId: process.env.PROVIDER_GRANT_ID! });
    const call = await provider.estimate.updateSparse(input);
    const result = await call.wait();
    return result.bodyJson();
  } finally {
    await app.close();
  }
}

import os
from alter_sdk import App
from alter_sdk_quickbooks import QuickBooksIntegration

async def execute(arguments):
    async with App(api_key=os.environ["ALTER_API_KEY"]) as app:
        provider = QuickBooksIntegration(app, {"grant_id": os.environ["PROVIDER_GRANT_ID"]})
        call = await provider.estimate.update_sparse(arguments)
        result = await call.wait()
        return result.body_json()

Input

Field	Type	Presence	Description and constraints
$	object	Root	Additional keys: not allowed
query	object	Optional	Additional keys: not allowed
query.minorversion	integer	Optional	Must equal: 75
query.requestid	string	Optional	Minimum length: 1
body	object	Required within parent	Fields not accepted: sparse Additional keys: not allowed
body.AcceptedBy	string	Optional	Name of customer who accepted the estimate.
body.AcceptedDate	string	Optional	Date estimate was accepted.
body.ApplyTaxAfterDiscount	JSON	Optional	If false or null, calculate the sales tax first, and then apply the discount. If true, subtract the discount first and then calculate the sales tax.
body.ApplyTaxAfterDiscount (anyOf 1)	boolean	Alternative
body.ApplyTaxAfterDiscount (anyOf 2)	string	Alternative	One of: true, false
body.BillAddr	Model	Optional	Expand Create a vendor — request body — body Bill Addr Bill-to address of the Invoice. If BillAddr is not specified, and a default Customer:BillingAddr is specified in QuickBooks for this customer, the default bill-to address is used by QuickBooks. For international addresses - countries should be passed as 3 ISO alpha-3 characters or the full name of the country. If a physical address is updated from within the transaction object, the QuickBooks Online API flows individual address components differently into the Line elements of the transaction response then when the transaction was first created: Line1 and Line2 elements are populated with the customer name and company name. Original Line1 through Line 5 contents, City , SubDivisionCode , and PostalCode flow into Line3 through Line5 as a free format strings.
body.BillEmail	Model	Optional	Expand Full update companyinfo — request body — body Email Identifies the e-mail address where the estimate is sent. If EmailStatus=NeedToSend , BillEmail is a required input. Conditionally required
body.ClassRef	Model	Optional	Expand Create a purchase order — request body — body Ship To Reference to the Class associated with the transaction. Available if Preferences.AccountingInfoPrefs.ClassTrackingPerTxn is set to true . Query the Class name list resource to determine the appropriate Class object for this reference. Use Class.Id and Class.Name from that object for ClassRef.value and ClassRef.name , respectively.
body.CurrencyRef	Model	Optional	Expand Create a bill — request body — body Currency Ref Reference to the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company. Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true . Read more about multicurrency support here . Required if multicurrency is enabled for the company. Conditionally required
body.CustomField	array	Optional	One of, up to three custom fields for the transaction. Available for custom fields so configured for the company. Check Preferences.SalesFormsPrefs.CustomField and Preferences.VendorAndPurchasesPrefs.POCustomField for custom fields currenly configured. Click here to learn about managing custom fields.
body.CustomField[]	Model	Each item	Expand Void an invoice — request body — body Custom Field item
body.CustomerMemo	Model	Optional	Expand Void an invoice — request body — body Customer Memo User-entered message to the customer; this message is visible to end user on their transactions.
body.CustomerRef	Model	Optional	Expand Create a purchase order — request body — body Ship To Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id and Customer.DisplayName from that object for CustomerRef.value and CustomerRef.name , respectively.
body.DepartmentRef	Model	Optional	Expand Create a purchase order — request body — body Ship To A reference to a Department object specifying the location of the transaction. Available if Preferences.AccountingInfoPrefs.TrackDepartments is set to true . Query the Department name list resource to determine the appropriate department object for this reference. Use Department.Id and Department.Name from that object for DepartmentRef.value and DepartmentRef.name , respectively.
body.DocNumber	string	Optional	Reference number for the transaction. If not explicitly provided at create time, this field is populated based on the setting of Preferences:CustomTxnNumber as follows: If Preferences:CustomTxnNumber is true a custom value can be provided. If no value is supplied, the resulting DocNumber is null. If Preferences:CustomTxnNumber is false, resulting DocNumber is system generated by incrementing the last number by 1. If Preferences:CustomTxnNumber is false then do not send a value as it can lead to unwanted duplicates. If a DocNumber value is sent for an Update operation, then it just updates that particular invoice and does not alter the internal system DocNumber. Note: DocNumber is an optional field for all locales except France. For France locale if Preferences:CustomTxnNumber is enabled it will not be automatically generated and is a required field.
body.DueDate	string	Optional	Date when the payment of the transaction is due. If date is not provided, the number of days specified in SalesTermRef added the transaction date will be used.
body.EmailStatus	string	Optional	Email status of the invoice. Valid values: NotSet , NeedToSend , EmailSent
body.ExchangeRate	JSON	Optional	The number of home currency units it takes to equal one unit of currency specified by CurrencyRef . Applicable if multicurrency is enabled for the company. Decimal string
body.ExchangeRate (anyOf 1)	number	Alternative
body.ExchangeRate (anyOf 2)	string	Alternative	Pattern: ^-?[0-9]+(?:.[0-9]+)?$
body.ExpirationDate	string	Optional	Date by which estimate must be accepted before invalidation.
body.FreeFormAddress	JSON	Optional	Denotes how ShipAddr is stored: formatted or unformatted. The value of this flag is system defined based on format of shipping address at object create time. If set to false , shipping address is returned in a formatted style using City, Country, CountrySubDivisionCode, Postal code. If set to true , shipping address is returned in an unformatted style using Line1 through Line5 attributes.
body.FreeFormAddress (anyOf 1)	boolean	Alternative
body.FreeFormAddress (anyOf 2)	string	Alternative	One of: true, false
body.GlobalTaxCalculation	string	Optional	TaxExcluded Method in which tax is applied. Allowed values are: TaxExcluded , TaxInclusive , and NotApplicable .Not applicable to US companies; required for non-US companies. Conditionally required
body.HomeTotalAmt	JSON	Optional	Total amount of the transaction in the home currency. Includes the total of all the charges, allowances and taxes. Calculated by QuickBooks business logic. Value is valid only when CurrencyRef is specified. Applicable if multicurrency is enabled for the company. Decimal string Read only: true
body.HomeTotalAmt (anyOf 1)	number	Alternative
body.HomeTotalAmt (anyOf 2)	string	Alternative	Pattern: ^-?[0-9]+(?:.[0-9]+)?$
body.Id	string	Required within parent
body.Line	array	Optional	Individual line items of a transaction. Valid Line types include: SalesItemLine , GroupLine , DescriptionOnlyLine (also used for inline Subtotal lines), DiscountLine and SubTotalLine (used for the overall transaction). If the transaction is taxable there is a limit of 750 lines per transaction.
body.Line[]	JSON	Each item
body.Line[] (anyOf 1)	Model	Alternative	Expand Create a change order — request body — body Line item
body.Line[] (anyOf 2)	Model	Alternative	Expand Void an invoice — request body — body Line item Custom Extensions, Description, Detail Type, Group Line Detail, Id, Line Num
body.Line[] (anyOf 3)	Model	Alternative	Expand Void an invoice — request body — body Line item Amount, Description, Description Line Detail, Detail Type, Id, Line Num
body.Line[] (anyOf 4)	Model	Alternative	Expand Void an invoice — request body — body Line item Amount, Description, Detail Type, Discount Line Detail, Id, Line Num
body.Line[] (anyOf 5)	Model	Alternative	Expand Void an invoice — request body — body Line item Amount, Description, Detail Type, Id, Line Num, Sub Total Line Detail
body.LinkedTxn	array	Optional	Zero or more Invoice objects related to this transaction. Use LinkedTxn.TxnId as the ID in a separate Invoice read request to retrieve details of the linked object.
body.LinkedTxn[]	Model	Each item	Expand Create a bill — request body — body Linked Txn item
body.MetaData	Model	Optional	Expand Read a bill — response body — Bill Meta Data Descriptive information about the object. The MetaData values are set by Data Services and are read only for all applications.
body.PrintStatus	string	Optional	Printing status of the invoice. Valid values: NotSet , NeedToPrint , PrintComplete .
body.PrivateNote	string	Optional	User entered, organization-private note about the transaction. This note does not appear on the invoice to the customer. This field maps to the Memo field on the Invoice form.
body.ProjectRef	Model	Optional	Expand Create a purchase order — request body — body Ship To Reference to the Project ID associated with this transaction. When ProjectRef is passed in the US region for QuickBooks Online Advanced and Intuit Enterprise Suite SKUs, a project estimate is created if the user has projects enabled. Conditionally required
body.RecurDataRef	Model	Optional	Expand Create a purchase order — request body — body Ship To A reference to the Recurring Transaction. It captures what recurring transaction template the Estimate was created from. Read only: true
body.SalesTermRef	Model	Optional	Expand Create a purchase order — request body — body Ship To Reference to the sales term associated with the transaction. Query the Term name list resource to determine the appropriate Term object for this reference. Use Term.Id and Term.Name from that object for SalesTermRef.value and SalesTermRef.name , respectively.
body.ShipAddr	Model	Optional	Expand Create a vendor — request body — body Bill Addr Identifies the address where the goods must be shipped. If ShipAddr is not specified, and a default Customer:ShippingAddr is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks. For international addresses - countries should be passed as 3 ISO alpha-3 characters or the full name of the country. If a physical address is updated from within the transaction object, the QuickBooks Online API flows individual address components differently into the Line elements of the transaction response then when the transaction was first created: Line1 and Line2 elements are populated with the customer name and company name. Original Line1 through Line 5 contents, City , SubDivisionCode , and PostalCode flow into Line3 through Line5 as a free format strings.
body.ShipDate	string	Optional	Date for delivery of goods or services.
body.ShipFromAddr	Model	Optional	Expand Create a vendor — request body — body Bill Addr Identifies the address where the goods are shipped from. For transactions without shipping, it represents the address where the sale took place. If automated sales tax is enabled ( Preferences.TaxPrefs.PartnerTaxEnabled is set to true ) and automated tax calculations are being used, this field is required for an accurate sales tax calculation. For international addresses - countries should be passed as 3 ISO alpha-3 characters or the full name of the country. If a physical address is updated from within the transaction object, the QuickBooks Online API flows individual address components differently into the Line elements of the transaction response then when the transaction was first created: Line1 and Line2 elements are populated with the customer name and company name. Original Line1 through Line 5 contents, City , SubDivisionCode , and PostalCode flow into Line3 through Line5 as a free format strings. Conditionally required
body.ShipMethodRef	Model	Optional	Expand Create a purchase order — request body — body Ship To Reference to the ShipMethod associated with the transaction. There is no shipping method list. Reference resolves to a string. Reference to the ShipMethod associated with the transaction. There is no shipping method list. Reference resolves to a string.
body.SyncToken	string	Required within parent
body.TaxExemptionRef	Model	Optional	Expand Create a purchase order — request body — body Ship To Reference to the TaxExepmtion ID associated with this object. Available for companies that have automated sales tax enabled. TaxExemptionRef.Name : The Tax Exemption Id for the customer to which this object is associated. This Id is typically issued by the state. TaxExemptionRef.value : The system-generated Id of the exemption type. For internal use only. Read only: true
body.TotalAmt	JSON	Optional	Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. Calculated by QuickBooks business logic; any value you supply is over-written by QuickBooks. Decimal string Read only: true
body.TotalAmt (anyOf 1)	number	Alternative
body.TotalAmt (anyOf 2)	string	Alternative	Pattern: ^-?[0-9]+(?:.[0-9]+)?$
body.TxnDate	string	Optional	The date entered by the user when this transaction occurred. For posting transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used. Sort order is ASC by default.
body.TxnStatus	string	Optional	One of the following status settings: Accepted, Closed, Pending, Rejected, Converted
body.TxnTaxDetail	Model	Optional	Expand Create a bill — request body — body Txn Tax Detail This data type provides information for taxes charged on the transaction as a whole. It captures the details sales taxes calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. See Global tax model for more information about this element. If sales tax is disabled ( Preferences.TaxPrefs.UsingSalesTax is set to false ) then TxnTaxDetail is ignored and not stored.
body.domain	string	Optional
body.sparse	boolean	Required within parent	Must equal: true

Referenced models: Full update companyinfo — request body — body Email, Read a bill — response body — Bill Meta Data, Create a vendor — request body — body Bill Addr, Create a bill — request body — body Currency Ref, Void an invoice — request body — body Custom Field item, Void an invoice — request body — body Line item Amount, Description, Description Line Detail, Detail Type, Id, Line Num, Void an invoice — request body — body Line item Amount, Description, Detail Type, Discount Line Detail, Id, Line Num, Void an invoice — request body — body Line item Custom Extensions, Description, Detail Type, Group Line Detail, Id, Line Num, Create a bill — request body — body Linked Txn item, Void an invoice — request body — body Customer Memo, Create a purchase order — request body — body Ship To, Create a change order — request body — body Line item, Void an invoice — request body — body Line item Amount, Description, Detail Type, Id, Line Num, Sub Total Line Detail, Create a bill — request body — body Txn Tax Detail

Response

Response media type: application/json. The table describes the pinned successful response. Referenced models link to their complete fields.

Field	Type	Presence	Description and constraints
$	object	Root	Additional keys: allowed
time	string	Optional
Estimate	Model	Optional	Expand Read an estimate — response body — Estimate

Referenced models: Read an estimate — response body — Estimate

Policy, approvals and errors

SDK function policy ID: quickbooks.estimate.sparse_update_an_estimate. Catalog operation: estimate/create_an_estimate. Rules can name either ID; function rules distinguish managed calls and conservatively cover raw calls sharing the route. Existing grant permissions and policy rules apply. wait() returns an immediate result or waits for a required approval; it never approves the request itself. Persist the approval ID to resume after a restart.

Provider errors retain their response; JSON decoding raises ProviderAPIError for provider failures. ManagedOperationError identifies contract/input/retention errors. See error handling and provider-specific behavior. Sensitive input may be refused before approval storage. A decoding error never resubmits a write.

Official provider source