Balance Sheets
TheBalanceSheet
object is used to represent a company's balance sheet.The BalanceSheet object
Properties
id
StringRequired
remote_id
StringOptional
The third-party API ID of the matching object.
remote_data
RemoteData[]Optional
name
StringOptional
The balance sheet's name.
date
StringOptional
The balance sheet's date. The balance sheet data will reflect the company's financial position this point in time.
net_assets
NumberOptional
The balance sheet's net assets.
assets
ReportItem[]Required
The ReportItem object
The
ReportItem
object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.JSON
{"remote_id": "10299","name": "Revenue","value": 1000,"sub_items": [{"remote_id": "10300","name": "Revenue - San Francisco","value": 500,"sub_items": []},{"remote_id": "10301","name": "Revenue - New York","value": 500,"sub_items": []}]}
Properties
remote_id
StringOptional
The third-party API ID of the matching object.
name
StringOptional
The report item's name.
value
NumberOptional
The report item's value.
sub_items
ObjectRequired
liabilities
ReportItem[]Required
The ReportItem object
The
ReportItem
object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.JSON
{"remote_id": "10299","name": "Revenue","value": 1000,"sub_items": [{"remote_id": "10300","name": "Revenue - San Francisco","value": 500,"sub_items": []},{"remote_id": "10301","name": "Revenue - New York","value": 500,"sub_items": []}]}
Properties
remote_id
StringOptional
The third-party API ID of the matching object.
name
StringOptional
The report item's name.
value
NumberOptional
The report item's value.
sub_items
ObjectRequired
equity
ReportItem[]Required
The ReportItem object
The
ReportItem
object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.JSON
{"remote_id": "10299","name": "Revenue","value": 1000,"sub_items": [{"remote_id": "10300","name": "Revenue - San Francisco","value": 500,"sub_items": []},{"remote_id": "10301","name": "Revenue - New York","value": 500,"sub_items": []}]}
Properties
remote_id
StringOptional
The third-party API ID of the matching object.
name
StringOptional
The report item's name.
value
NumberOptional
The report item's value.
sub_items
ObjectRequired
remote_generated_at
StringOptional
The time that balance sheet was generated by the accounting system.
remote_was_deleted
BooleanRequired
Indicates whether or not this object has been deleted by third party webhooks.
The BalanceSheet object
JSON
{"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46","remote_id": "8937018","remote_data": [{"path": "string","data": {}}],"name": "BalanceSheet","date": "2021-09-31T00:00:00Z","net_assets": 1000,"assets": [{"remote_id": "10010","name": "Assets","value": 1000,"sub_items": null}],"liabilities": [{"remote_id": "10011","name": "Liabilities","value": 500,"sub_items": null}],"equity": [{"remote_id": "10012","name": "Equity","value": 500,"sub_items": null}],"remote_generated_at": "2021-10-01T00:00:00Z","remote_was_deleted": true}
GET
/balance-sheets
Returns a list of BalanceSheet
objects.
Header Parameters
Authorization
StringRequired
Token-based authentication with required prefix "Bearer"
X-Account-Token
StringRequired
Token identifying the end user.
Query & Path Parameters
created_after
StringOptional
If provided, will only return objects created after this datetime.
created_before
StringOptional
If provided, will only return objects created before this datetime.
cursor
StringOptional
The pagination cursor value.
include_deleted_data
BooleanOptional
Whether to include data that was marked as deleted by third party webhooks.
include_remote_data
BooleanOptional
Whether to include the original data Merge fetched from the third-party to produce these models.
modified_after
StringOptional
If provided, will only return objects modified after this datetime.
modified_before
StringOptional
If provided, will only return objects modified before this datetime.
page_size
IntegerOptional
Number of results to return per page.
remote_id
StringOptional
The API provider's ID for the given object.
Response
JSON
{"next": "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw","previous": "cj1sZXdwd2VycWVtY29zZnNkc2NzUWxNMEUxTXk0ME16UXpNallsTWtJ","results": [{"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46","remote_id": "8937018","remote_data": [{"path": "string","data": {}}],"name": "BalanceSheet","date": "2021-09-31T00:00:00Z","net_assets": 1000,"assets": [{"remote_id": "10010","name": "Assets","value": 1000,"sub_items": null}],"liabilities": [{"remote_id": "10011","name": "Liabilities","value": 500,"sub_items": null}],"equity": [{"remote_id": "10012","name": "Equity","value": 500,"sub_items": null}],"remote_generated_at": "2021-10-01T00:00:00Z","remote_was_deleted": true}]}
Field support by platform

QuickBooks Online
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
date
Stringname
Stringremote_data
RemoteData[]remote_generated_at
String
Xero
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
date
Stringname
Stringremote_data
RemoteData[]remote_generated_at
StringHint: Use the /linked-accounts endpoint to pull platform support information.
GET
/balance-sheets/{id}
Returns a BalanceSheet
object with the given id
.
Header Parameters
Authorization
StringRequired
Token-based authentication with required prefix "Bearer"
X-Account-Token
StringRequired
Token identifying the end user.
Query & Path Parameters
id
StringRequired
include_remote_data
BooleanOptional
Whether to include the original data Merge fetched from the third-party to produce these models.
Response
JSON
{"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46","remote_id": "8937018","remote_data": [{"path": "string","data": {}}],"name": "BalanceSheet","date": "2021-09-31T00:00:00Z","net_assets": 1000,"assets": [{"remote_id": "10010","name": "Assets","value": 1000,"sub_items": null}],"liabilities": [{"remote_id": "10011","name": "Liabilities","value": 500,"sub_items": null}],"equity": [{"remote_id": "10012","name": "Equity","value": 500,"sub_items": null}],"remote_generated_at": "2021-10-01T00:00:00Z","remote_was_deleted": true}
Field support by platform

QuickBooks Online
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
date
Stringname
Stringremote_data
RemoteData[]remote_generated_at
String
Xero
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
date
Stringname
Stringremote_data
RemoteData[]remote_generated_at
StringHint: Use the /linked-accounts endpoint to pull platform support information.