v1
latestOpenAPI 3.0.32026-07-26362271803.3 KBGet Trial Balance
Returns debit and credit totals for each account over a date range.
The summation window depends on the account type:
- Balance sheet accounts (assets, liabilities, equity): totals are summed from the beginning of time through end_date.
- Income statement accounts (revenue, expenses): the window depends on income_statement_basis. With the default period basis, totals are summed from start_date through end_date and a synthetic Net Income (Prior Periods) row carries current-fiscal-year income earned before start_date. With fiscal_ytd, totals are summed from the fiscal-year start through end_date and no Net Income row is emitted.
The effective income-statement window start is returned as income_statement_start.
Retained earnings is included as its own row. For balance sheet ending balances specifically, prefer GET /ca/api/get_balance_sheet.
Query parameters
Filter by department ID. Can be specified multiple times for multiple departments
Latest date (inclusive) for which to retrieve data. Defaults to end of current month
Entity ID(s) to scope the report. Can be repeated (?entity=1&entity=2) or JSON array
If true, includes all data of children entities in consolidation
Income-statement window: selected period (default) or fiscal year-to-date.
Earliest date (inclusive) for which to retrieve data. Defaults to six months ago