BalanceSheetSummaryReport
Exposes the Balance Sheet summary report from QuickBooks Online, aggregating assets, liabilities, and equity to give a snapshot of company financial health over a selected time period.
Columns
| Name | Type | References | Description |
| Account | String | The name of the account as it appears in the Balance Sheet Summary report. This column identifies to which general ledger account the row's balances relate. | |
| Total | Decimal | The total monetary value that is associated with the account or row displayed in the Balance Sheet Summary report. This column shows sums in the company's base currency. | |
| RowType | String | The type classification for the current row in the Balance Sheet Summary report (for example, section header, account line, or total line). This classification helps identify how each row contributes to the report layout. | |
| RowGroup | String | The grouping category to which the current row belongs (for example, Current Assets, Liabilities, or Equity). This column allows client applications to group rows by financial category. |
Pseudo-Columns
Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description | |
| DateMacro | String | A predefined reporting period (for example, This Fiscal Year-to-date, Last Fiscal Quarter, or Custom) that is used to automatically populate the StartDate and EndDate fields. Use this pseudocolumn if you want a standard reporting range without specifying dates manually.
The allowed values are Today, Yesterday, This Week, This Week-to-date, Last Week, Last Week-to-date, Next Week, Next 4 Weeks, This Month, This Month-to-date, Last Month, Last Month-to-date, Next Month, This Fiscal Quarter, This Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year, Last Fiscal Year-to-date, Next Fiscal Year. | |
| StartDate | String | The starting date for the Balance Sheet Summary report. This value must be earlier than the end date, and it defines the beginning of the reporting window when not using DateMacro. | |
| EndDate | String | The ending date for the Balance Sheet Summary report. This value must be later than the start date, and it defines the end of the reporting window when you do not use the DateMacro pseudocolumn. | |
| AccountingMethod | String | The accounting method that is applied to the report. Specify 'Accrual' to show income and expenses when they are earned or incurred, or specify 'Cash' to show when cash changes hands.
The allowed values are Cash, Accrual. | |
| Customer | String | Filters the Balance Sheet Summary report to include data for one or more specified customers. Provide a comma-separated list (with one space after each comma) of Customer identifiers (Ids) to limit results. | |
| Department | String | Filters the Balance Sheet Summary report to include data for one or more specified departments, if department tracking is enabled in the company file. Provide a comma-separated list (with one space after each comma) of Department Ids to limit results. | |
| Vendor | String | Filters the Balance Sheet Summary report to include data for one or more specified vendors. Provide a comma-separated list (with one space after each comma) of Vendor Ids to limit results. | |
| Class | String | Filters the Balance Sheet Summary report to include data for one or more specified classes, if class tracking is enabled in the company file. Provide a comma-separated list (with one space after each comma) of Class Ids to limit results. | |
| Item | String | Filters the Balance Sheet Summary report to include data for one or more specified items. Provide a comma-separated list (with one space after each comma) of Item Ids to limit results. | |
| Indentation | Boolean | Indicates whether spaces are added at the start of values in the report output to visually identify totals, subtotals, and grouped values for easier reading. |