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.
remote_dataRemoteData[]
Optional
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"
}

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.
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"
}

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.
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"
}

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.
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"
}

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.
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
The IncomeStatement object
JSON
{
  "id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "remote_id": "1342348",
  "remote_data": [
    {
      "path": "/actions",
      "data": [
        "Varies by platform"
      ]
    }
  ],
  "name": "IncomeStatement",
  "currency": "USD",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "start_period": "2023-02-06T16:14:25.229Z",
  "end_period": "2023-02-06T16:14:25.229Z",
  "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,
  "field_mappings": {
    "organization_defined_targets": {
      "custom_key": "custom_value"
    },
    "linked_account_defined_targets": {
      "custom_key": "custom_value"
    }
  }
}
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.
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, will only return objects modified after this datetime.
modified_beforeString
Optional
If provided, will only return objects modified before this datetime.
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",
      "remote_data": [
        {
          "path": "/actions",
          "data": [
            "Varies by platform"
          ]
        }
      ],
      "name": "IncomeStatement",
      "currency": "USD",
      "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
      "start_period": "2023-02-06T16:14:25.236Z",
      "end_period": "2023-02-06T16:14:25.236Z",
      "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,
      "field_mappings": {
        "organization_defined_targets": {
          "custom_key": "custom_value"
        },
        "linked_account_defined_targets": {
          "custom_key": "custom_value"
        }
      }
    }
  ]
}
Field support by platform

QuickBooks Online

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

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

FreshBooks

Coming Soon
Not seeing a platform that you're looking for? Submit a request for it here.
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

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",
  "remote_data": [
    {
      "path": "/actions",
      "data": [
        "Varies by platform"
      ]
    }
  ],
  "name": "IncomeStatement",
  "currency": "USD",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "start_period": "2023-02-06T16:14:25.243Z",
  "end_period": "2023-02-06T16:14:25.243Z",
  "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,
  "field_mappings": {
    "organization_defined_targets": {
      "custom_key": "custom_value"
    },
    "linked_account_defined_targets": {
      "custom_key": "custom_value"
    }
  }
}
Field support by platform

QuickBooks Online

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

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

FreshBooks

Coming Soon
Not seeing a platform that you're looking for? Submit a request for it here.
Hint: Use the /linked-accounts endpoint to pull platform support information.

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