Balance Sheets
The BalanceSheet object shows a company’s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company’s financial health at a specific point in time.
The BalanceSheet object
Properties

idString
Required

remote_idString
Optional
The third-party API ID of the matching object.

nameString
Optional
The balance sheet's name.

currencyEnum
Optional
The balance sheet's currency. Possible values include: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL, or - in cases where there is no clear mapping - the original value passed through.

companyString
Optional
Company object for the given BalanceSheet object.

dateString
Optional
The balance sheet's date. The balance sheet data will reflect the company's financial position this point in time.

net_assetsNumber
Optional
The balance sheet's net assets.

assetsReportItem[]
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": []
}
],
"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
"modified_at": "2021-10-16T00:00:00Z"
}
Properties

remote_idString
Optional
The third-party API ID of the matching object.

nameString
Optional
The report item's name.

valueNumber
Optional
The report item's value.

sub_itemsObject
Required

companyString
Optional
The company the report item belongs to.

modified_atString
Required
This is the datetime that this object was last updated by Merge

liabilitiesReportItem[]
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": []
}
],
"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
"modified_at": "2021-10-16T00:00:00Z"
}
Properties

remote_idString
Optional
The third-party API ID of the matching object.

nameString
Optional
The report item's name.

valueNumber
Optional
The report item's value.

sub_itemsObject
Required

companyString
Optional
The company the report item belongs to.

modified_atString
Required
This is the datetime that this object was last updated by Merge

equityReportItem[]
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": []
}
],
"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
"modified_at": "2021-10-16T00:00:00Z"
}
Properties

remote_idString
Optional
The third-party API ID of the matching object.

nameString
Optional
The report item's name.

valueNumber
Optional
The report item's value.

sub_itemsObject
Required

companyString
Optional
The company the report item belongs to.

modified_atString
Required
This is the datetime that this object was last updated by Merge

remote_generated_atString
Optional
The time that balance sheet was generated by the accounting system.

remote_was_deletedBoolean
Required
Indicates whether or not this object has been deleted by third party webhooks.

field_mappingsObject
Optional

modified_atString
Required
This is the datetime that this object was last updated by Merge

remote_dataRemoteData[]
Optional

The BalanceSheet object
JSON
{
"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
"remote_id": "8937018",
"name": "BalanceSheet",
"currency": "USD",
"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
"date": "2021-09-31T00:00:00Z",
"net_assets": 1000,
"assets": [
{
"remote_id": "10010",
"name": "Assets",
"value": 1000,
"sub_items": []
}
],
"liabilities": [
{
"remote_id": "10011",
"name": "Liabilities",
"value": 500,
"sub_items": []
}
],
"equity": [
{
"remote_id": "10012",
"name": "Equity",
"value": 500,
"sub_items": []
}
],
"remote_generated_at": "2021-10-01T00:00:00Z",
"remote_was_deleted": true,
Show advanced fields
}

GET
/balance-sheets

Returns a list of BalanceSheet objects.


Header Parameters

AuthorizationString
Required
Token-based authentication with required prefix "Bearer"

X-Account-TokenString
Required
Token identifying the end user.
Query & Path Parameters

company_idString
Optional
If provided, will only return balance sheets for this company.

created_afterString
Optional
If provided, will only return objects created after this datetime.

created_beforeString
Optional
If provided, will only return objects created before this datetime.

cursorString
Optional
The pagination cursor value.

expandString
Optional
Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

include_deleted_dataBoolean
Optional
Whether to include data that was marked as deleted by third party webhooks.

include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.

modified_afterString
Optional
If provided, only objects synced by Merge after this date time will be returned.

modified_beforeString
Optional
If provided, only objects synced by Merge before this date time will be returned.

page_sizeInteger
Optional
Number of results to return per page.

remote_idString
Optional
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",
"name": "BalanceSheet",
"currency": "USD",
"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
"date": "2021-09-31T00:00:00Z",
"net_assets": 1000,
"assets": [
{
"remote_id": "10010",
"name": "Assets",
"value": 1000,
"sub_items": []
}
],
"liabilities": [
{
"remote_id": "10011",
"name": "Liabilities",
"value": 500,
"sub_items": []
}
],
"equity": [
{
"remote_id": "10012",
"name": "Equity",
"value": 500,
"sub_items": []
}
],
"remote_generated_at": "2021-10-01T00:00:00Z",
"remote_was_deleted": true,
Show advanced fields
}
]
}
Field support by platform
QuickBooks Online
QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields


currencyEnum

dateString

nameString

remote_dataRemoteData[]
pathstring
dataobject

remote_generated_atString
Xero
Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields


dateString

nameString

remote_dataRemoteData[]
pathstring
dataobject

remote_generated_atString
FreshBooks
FreshBooks
Coming Soon
Hint: Use the /linked-accounts endpoint to pull platform support information.
GET
/balance-sheets/{id}

Returns a BalanceSheet object with the given id.


Header Parameters

AuthorizationString
Required
Token-based authentication with required prefix "Bearer"

X-Account-TokenString
Required
Token identifying the end user.
Query & Path Parameters

expandString
Optional
Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

idString
Required

include_remote_dataBoolean
Optional
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",
"name": "BalanceSheet",
"currency": "USD",
"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
"date": "2021-09-31T00:00:00Z",
"net_assets": 1000,
"assets": [
{
"remote_id": "10010",
"name": "Assets",
"value": 1000,
"sub_items": []
}
],
"liabilities": [
{
"remote_id": "10011",
"name": "Liabilities",
"value": 500,
"sub_items": []
}
],
"equity": [
{
"remote_id": "10012",
"name": "Equity",
"value": 500,
"sub_items": []
}
],
"remote_generated_at": "2021-10-01T00:00:00Z",
"remote_was_deleted": true,
Show advanced fields
}
Field support by platform
QuickBooks Online
QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields


currencyEnum

dateString

nameString

remote_dataRemoteData[]
pathstring
dataobject

remote_generated_atString
Xero
Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields


dateString

nameString

remote_dataRemoteData[]
pathstring
dataobject

remote_generated_atString
FreshBooks
FreshBooks
Coming Soon
Hint: Use the /linked-accounts endpoint to pull platform support information.