Merge Accounting - Income Statements

Income Statements

The IncomeStatement object is used to represent a company’s income, the cost of sales, operating expenses, and other non-operating expenses. The object also includes other important values like gross profit, gross operating profit, and net income. This represents a period of time (month, quarter, or year).

The IncomeStatement object

Properties

idString

Required

remote_idString

Optional

The third-party API ID of the matching object.

nameString

Optional

The income statement's name.

currencyEnum

Optional

The income statement'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

The company the income statement belongs to.

start_periodString

Optional

The income statement's start period.

end_periodString

Optional

The income statement's end period.

incomeReportItem[]

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

cost_of_salesReportItem[]

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

gross_profitNumber

Optional

The revenue minus the cost of sale.

operating_expensesReportItem[]

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

net_operating_incomeNumber

Optional

The revenue minus the operating expenses.

non_operating_expensesReportItem[]

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

net_incomeNumber

Optional

The gross profit minus the total expenses.

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 IncomeStatement object

JSON


{
  "id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "remote_id": "1342348",
  "name": "IncomeStatement",
  "currency": "USD",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "start_period": "2023-05-26T22:33:53.508Z",
  "end_period": "2023-05-26T22:33:53.508Z",
  "income": [
    {
      "remote_id": "10299",
      "name": "Total Income",
      "value": 325,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Landscaping Services",
          "value": 425,
          "sub_items": []
        },
        {
          "remote_id": "10201",
          "name": "Pest Control Services",
          "value": -100,
          "sub_items": []
        }
      ]
    }
  ],
  "cost_of_sales": [
    {
      "remote_id": "10299",
      "name": "Total COGS",
      "value": 25,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Supplies",
          "value": 10,
          "sub_items": []
        }
      ]
    }
  ],
  "gross_profit": 300,
  "operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Operating Expenses",
      "value": 100,
      "sub_items": []
    }
  ],
  "net_operating_income": 200,
  "non_operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Non-Operating Expenses",
      "value": 100,
      "sub_items": []
    }
  ],
  "net_income": 100,
  "remote_was_deleted": true,
Show advanced fields
}

GET

/income-statements

Returns a list of IncomeStatement 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 income statements 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": "0958cbc6-6040-430a-848e-aafacbadf4ae",
      "remote_id": "1342348",
      "name": "IncomeStatement",
      "currency": "USD",
      "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
      "start_period": "2023-05-26T22:33:53.515Z",
      "end_period": "2023-05-26T22:33:53.515Z",
      "income": [
        {
          "remote_id": "10299",
          "name": "Total Income",
          "value": 325,
          "sub_items": [
            {
              "remote_id": "10200",
              "name": "Landscaping Services",
              "value": 425,
              "sub_items": []
            },
            {
              "remote_id": "10201",
              "name": "Pest Control Services",
              "value": -100,
              "sub_items": []
            }
          ]
        }
      ],
      "cost_of_sales": [
        {
          "remote_id": "10299",
          "name": "Total COGS",
          "value": 25,
          "sub_items": [
            {
              "remote_id": "10200",
              "name": "Supplies",
              "value": 10,
              "sub_items": []
            }
          ]
        }
      ],
      "gross_profit": 300,
      "operating_expenses": [
        {
          "remote_id": "10299",
          "name": "Total Operating Expenses",
          "value": 100,
          "sub_items": []
        }
      ],
      "net_operating_income": 200,
      "non_operating_expenses": [
        {
          "remote_id": "10299",
          "name": "Total Non-Operating Expenses",
          "value": 100,
          "sub_items": []
        }
      ],
      "net_income": 100,
      "remote_was_deleted": true,
Show advanced fields
    }
  ]
}

NetSuite

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

companyString

end_periodString

nameString

start_periodString

QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

currencyEnum

end_periodString

gross_profitNumber

nameString

net_incomeNumber

net_operating_incomeNumber

remote_dataRemoteData[]

pathstring

dataobject

start_periodString

Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

end_periodString

gross_profitNumber

nameString

net_incomeNumber

net_operating_incomeNumber

remote_dataRemoteData[]

pathstring

dataobject

start_periodString

FreshBooks

Coming Soon

Hint: Use the /linked-accounts endpoint to pull platform support information.

GET

/income-statements/{id}

Returns an IncomeStatement 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": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "remote_id": "1342348",
  "name": "IncomeStatement",
  "currency": "USD",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "start_period": "2023-05-26T22:33:53.528Z",
  "end_period": "2023-05-26T22:33:53.528Z",
  "income": [
    {
      "remote_id": "10299",
      "name": "Total Income",
      "value": 325,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Landscaping Services",
          "value": 425,
          "sub_items": []
        },
        {
          "remote_id": "10201",
          "name": "Pest Control Services",
          "value": -100,
          "sub_items": []
        }
      ]
    }
  ],
  "cost_of_sales": [
    {
      "remote_id": "10299",
      "name": "Total COGS",
      "value": 25,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Supplies",
          "value": 10,
          "sub_items": []
        }
      ]
    }
  ],
  "gross_profit": 300,
  "operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Operating Expenses",
      "value": 100,
      "sub_items": []
    }
  ],
  "net_operating_income": 200,
  "non_operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Non-Operating Expenses",
      "value": 100,
      "sub_items": []
    }
  ],
  "net_income": 100,
  "remote_was_deleted": true,
Show advanced fields
}