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. |
Pseudocolumns
Pseudocolumn fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.
| Name | Type | Description | |
| DateMacro | String | A predefined date range. Use this if you want the report to cover a standard report date range. Otherwise, use the StartDate and EndDate to cover an explicit range.
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 startdate of the report. StartDate must be less than EndDate. | |
| EndDate | String | The enddate of the report. EndDate must be greater than StartDate. | |
| AccountingMethod | String | The accounting method used in the report.
The allowed values are Cash, Accrual. | |
| Customer | String | Filters report contents to include information for specified customers. This is a comma separated list (spaces omitted after/before separating comma) of one or more Customer IDs. | |
| Department | String | Filters report contents to include information for specified departments if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Department IDs. | |
| Vendor | String | Filters report contents to include information for specified vendors. This is a comma separated list (spaces omitted after/before separating comma) of one or more Vendor IDs. | |
| Class | String | Filters report contents to include information for specified classes if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Class IDs. | |
| Item | String | Filters report contents to include information for specified items. This is a comma separated list (spaces omitted after/before separating comma) of one or more Item IDs. | |
| Indentation | Boolean | Add spaces at the start of values to visually identify totals and group values. |