Tableau Connector for QuickBooks Online

Build 25.0.9434

CreateBalanceSheetDetailReport

Generates a Balance Sheet Detail report schema file, exposing account-level detail for assets, liabilities, and equity as of a specific date.

Input

Name Type Description
ReportName String The name of the report that is to be generated. This name identifies which report definition QuickBooks Online should use.

The default value is BalanceSheetDetailReport.

ReportDescription String A description for the report. If the report description is not specified, QuickBooks Online selects a description based on the ReportType.
Class String Filters the report contents to include information for one or more specified classes when the company file is configured to use classes. Provide a comma-separated list (with one space after each comma) of Class identifiers (Ids).
Customer String Filters the report contents to include information for one or more specified customers. Provide a comma-separated list (with one space after each comma) of Customer Ids.
DateMacro String A predefined date range that is used to automatically populate the StartDate and EndDate inputs. Use this stored procedure when you want the report to cover 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.

Department String Filters the report contents to include information for one or more specified departments when the company file is configured to use departments. Provide a comma-separated list (with one space after each comma) of Department Ids.
StartDate String The starting date of the report. This date must be earlier than the ending date.
EndDate String The ending date of the report. This date must be later than the starting date.
SortBy String The column that is used to sort report rows. Specify one of the columns from the Columns input to control the sort order.
SortOrder String The sort order for the report rows (for example, Ascending or Descending).

The allowed values are ascend, descend.

The default value is ascend.

Vendor String Filters the report contents to include information for one or more specified vendors. Provide a comma-separated list (with one space after each comma) of Vendor Ids.
Indentation String Indicates whether spaces are added at the start of values to visually identify totals and grouped values in the report output.
WriteToFile String Indicates whether the stored procedure writes the output to a file. This input defaults to true. Set it to false to have the procedure write the output to the file stream that you supply or to return the output as file data.

Result Set Columns

Name Type Description
Result String Indicates whether the stored-procedure execution completed successfully or failed. The stored procedure returns the Result output so that calling applications can check the execution status.
SchemaFile String The generated schema file that is produced by the stored procedure. The schema file contains the structure of the report.
Columns String The number of columns that are found in the generated report. This output helps applications validate and map returned data.
FileData String The Base64-encoded downloaded file content. The FileData output is returned only when the WriteToFile parameter is set to false and the FileStream parameter is not set.

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Build 25.0.9434