latestOpenAPI 3.0.02026-08-10233809957.8 KB
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Trial Balances
Gets a trial balance report for a business.
get/trialBalances
Query parameters
businessNamestring required
reportFrequency'month' | 'quarter' | 'year' required
serviceName'freshbooks' | 'quickbooks' | 'quickbooksDesktop' | 'xero' | 'oracleNetsuite' | 'sageBusinessCloud' | 'sageIntacct' | 'dynamicsBusinessCentral' | 'zohoBooks' | 'byod' required
accountingMethod'cash' | 'accrual'
startDatestring
endDatestring
section'Income' | 'Expenses' | 'Assets' | 'Liabilities' | 'Equity'
subSection'Income' | 'Cost of Goods Sold' | 'Operating Expenses' | 'Other Income' | 'Other Expenses' | 'Uncategorized Expenses' | 'Uncategorized Income' | 'Expenses' | 'Current Assets' | 'Non-Current Assets' | 'Current Liabilities' | 'Non-Current Liabilities' | 'Equity' | 'Other Assets' | 'Other Liabilities'
groupstring
subGroupstring
accountIdstring
subAccountIdstring
accountstring
debitnumber float
creditnumber float
ytdDebitnumber float
ytdCreditnumber float
offsetnumber
limitnumber
orderBystring
Response
Example response
{
"count": 1,
"reports": [
{
"meta": {
"reportId": "5fad8a342a88364234392fb5",
"status": "success",
"reportFrequency": "month",
"currency": "USD",
"createdAt": "2020-11-25T01:02:03Z",
"updatedAt": "2020-11-30T01:02:03Z",
"startDate": "2020-11-25T01:02:03Z",
"endDate": "2020-12-25T01:02:03Z",
"serviceName": "xero",
"businessName": "Railz",
"accountingMethod": "accrual"
},
"data": [
{
"section": "Expenses",
"subSection": "Operating Expenses",
"group": "Expenses",
"subGroup": "Utilities",
"subAccountId": "203rc",
"depth": 3,
"account": "Utilities - Water",
"subAccount": "Utilities",
"subsidiaryRefs": [
{
"id": "1",
"name": "Railz Financial"
}
],
"credit": 80,
"accountId": "2s4n2",
"fullyQualifiedName": "Expenses : Transportation : Car Mileage",
"ytdCredit": 80,
"currencyRef": {
"id": "CAD",
"name": "Canadian Dollar",
"symbol": "USD,CAD"
}
}
]
}
]
}