Balance Sheets
TheBalanceSheet
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
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.
currency
EnumOptional
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.company
StringOptional
The company the balance sheet belongs to.
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": []}],"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5"}
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
company
StringOptional
The company the report item belongs to.
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": []}],"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5"}
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
company
StringOptional
The company the report item belongs to.
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": []}],"company": "595c8f97-2ac4-45b7-b000-41bdf43240b5"}
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
company
StringOptional
The company the report item belongs to.
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.
field_mappings
ObjectOptional
The BalanceSheet object
JSON
{"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46","remote_id": "8937018","remote_data": [{"path": "string","data": {}}],"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,"field_mappings": {"organization_defined_targets": {"custom_key": "custom_value"},"linked_account_defined_targets": {"custom_key": "custom_value"}}}
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
company_id
StringOptional
If provided, will only return balance sheets for this company.
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","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,"field_mappings": {"organization_defined_targets": {"custom_key": "custom_value"},"linked_account_defined_targets": {"custom_key": "custom_value"}}}]}
Field support by platform

QuickBooks Online
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
currency
Enumdate
Stringname
Stringremote_data
RemoteData[]path
stringdata
objectremote_generated_at
String
Xero
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
date
Stringname
Stringremote_data
RemoteData[]path
stringdata
objectremote_generated_at
String
FreshBooks
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
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","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,"field_mappings": {"organization_defined_targets": {"custom_key": "custom_value"},"linked_account_defined_targets": {"custom_key": "custom_value"}}}
Field support by platform

QuickBooks Online
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
currency
Enumdate
Stringname
Stringremote_data
RemoteData[]path
stringdata
objectremote_generated_at
String
Xero
Merge supports Passthrough Requests to this platform's API
Supported Response Fields
date
Stringname
Stringremote_data
RemoteData[]path
stringdata
objectremote_generated_at
String
FreshBooks
Hint: Use the /linked-accounts endpoint to pull platform support information.