---
title: "Trial Balance"
method: POST
path: "/v6/reports/trialBalance"
tags: ["Reports"]
---

# Trial Balance

`POST /v6/reports/trialBalance`

Generate a Trial Balance Report

## Request body

- TrialBalanceRequestDto
  - `exportType` 'JSON' | 'CSV' — Export format for the report
  - `recipients` Recipients — Email recipients for the report
    - `emails` string[] — Primary email recipients
  - `accountingMethod` 'ACCRUAL' | 'CASH' — Accounting method to generate the report in. Defaults to the company's configured accounting method.
  - `filter` DateRangeFilters — Filters to apply to the report
    - `beginDate` string, date — Beginning date for the report
    - `endDate` string, date — Ending date for the report
  - `grouping` PeriodGrouping — Grouping options for the report
    - `period` 'DAILY' | 'MONTHLY' | 'QUARTERLY' | 'YEARLY' | 'NONE' — Date period to group the report by
    - `dateGrouping` 'DAILY' | 'MONTHLY' | 'QUARTERLY' | 'YEARLY' | 'NONE'
  - `dateGrouping` 'DAILY' | 'MONTHLY' | 'QUARTERLY' | 'YEARLY' | 'NONE'

## Response `200`

Success

- SuccessResponseReportDtoTrialBalanceReportJson
  - `result` 'SUCCESS' | 'FAILURE' — The result of the action performed.
  - `data` ReportDtoTrialBalanceReportJson — The data generated by the action performed.
    - `json` TrialBalanceReportJson[] — Report data in JSON format
      - `name` string — Period name
      - `period` Period — Period applicable for this section
        - `beginDate` string, date
        - `endDate` string, date
      - `beginningBalance` integer — Total beginning balance in dollars for this period
      - `drAmount` integer — Total debit amount in dollars for this period
      - `crAmount` integer — Total credit amount in dollars for this period
      - `endingBalance` integer — Cumulative ending balance in dollars for this period
      - `children` TrialBalanceSection[], nullable — Level-0 account sections (e.g. Assets, Liabilities, Equity)
        - `name` string — Section name
        - `accountId` string, nullable — External GL account ID for this section
        - `accountNo` string, nullable — GL account number for this section
        - `beginningBalance` integer — Total beginning balance in dollars for this section
        - `drAmount` integer — Total debit amount in dollars for this section
        - `crAmount` integer — Total credit amount in dollars for this section
        - `endingBalance` integer — Cumulative ending balance in dollars for this section
        - `children` TrialBalanceAccount[] — Leaf GL accounts in this section
          - `glAccount` GlAccountExpanded — GL account details
            - `id` string, required — Id of the GL account
            - `name` string — Name of the GL account
            - `accountNo` string — Number of the GL account
            - `type` 'ASSET' | 'LIABILITY' | 'EQUITY' | 'INCOME' | 'COGS' | 'EXPENSE' | 'OTHER_INCOME' | 'OTHER_EXPENSE' | 'SUSPENSE' — Type the GL account
            - `iconUrl` string — Icon URL of the GL account
            - `displayName` string — Display name of the GL account
          - `beginningBalance` integer — Beginning balance in dollars
          - `drAmount` integer — Debit amount in dollars
          - `crAmount` integer — Credit amount in dollars
          - `endingBalance` integer — Cumulative ending balance in dollars
    - `url` string — URL to download the csv report
    - `meta` ReportMeta — Metadata about the generated report
      - `title` string — Report title
      - `generatedOn` string, date-time — Date and time when the report was generated
      - `generatedBy` string — User who generated the report
      - `footerLine` string — Footer line for the report

## Other responses

- `400` — Bad request
- `401` — Not authenticated
- `403` — Not authorized
- `404` — Endpoint not found
- `500` — Internal server error

---

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