latestOpenAPI 3.0.02026-08-10233809957.8 KB
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Financial Statements
Gets a range of balance sheets for a business.
get/balanceSheets
Query parameters
accountingMethod'cash' | 'accrual'
businessNamestring required
reportFrequency'month' | 'quarter' | 'year' required
serviceName'freshbooks' | 'quickbooks' | 'quickbooksDesktop' | 'xero' | 'oracleNetsuite' | 'sageBusinessCloud' | 'sageIntacct' | 'dynamicsBusinessCentral' | 'zohoBooks' | 'byod' required
startDatestring
endDatestring
section'Assets' | 'Liabilities' | 'Equity'
subSection'Current Assets' | 'Non-Current Assets' | 'Current Liabilities' | 'Non-Current Liabilities' | 'Equity' | 'Other Assets' | 'Other Liabilities' | 'Expenses'
groupstring
subGroupstring
accountIdstring
subAccountIdstring
accountstring
valuenumber 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": "Assets",
"subSection": "Current Assets",
"fullyQualifiedName": "Expenses : Transportation : Car Mileage",
"depth": 3,
"group": "Cash And Cash Equivalents",
"subGroup": "Utilities",
"accountId": "3928",
"subAccountId": "231",
"account": "Checking",
"subAccount": "Checking",
"value": 990
}
]
}
]
}