MCP Server for QuickBooks

Build 25.0.9440

BalanceSheetStandard

Generates a standard Balance Sheet report summarizing assets, liabilities, and equity.

Columns

Name Type References Description
Label String The label describing each row in the BalanceSheetStandard report, such as account or entity names.
Total Double The total value associated with the respective label in the BalanceSheetStandard report.
AccountLabel String The label of the account column in the BalanceSheetStandard report, representing account details.

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
ReportPeriod String Specifies the date range for the report in the format fromdate:todate. Either value can be omitted for an open-ended range (for example, 2009-12-25:). Supported date format is yyyy-MM-dd.
ReportDateRangeMacro String A predefined macro for the report date range, such as 'LastMonth' or 'ThisYearToDate'.

The allowed values are ALL, TODAY, THISWEEK, THISWEEKTODATE, THISMONTH, THISMONTHTODATE, THISQUARTER, THISQUARTERTODATE, THISYEAR, THISYEARTODATE, YESTERDAY, LASTWEEK, LASTWEEKTODATE, LASTMONTH, LASTMONTHTODATE, LASTQUARTER, LASTQUARTERTODATE, LASTYEAR, LASTYEARTODATE, NEXTWEEK, NEXTFOURWEEKS, NEXTMONTH, NEXTQUARTER, NEXTYEAR.

AccountType String Filters the report to include only accounts of a specific type, such as Asset, Liability, or Equity.

The allowed values are NONE, ACCOUNTSPAYABLE, ACCOUNTSRECEIVABLE, ALLOWEDFOR1099, APANDSALESTAX, APORCREDITCARD, ARANDAP, ASSET, BALANCESHEET, BANK, BANKANDARANDAPANDUF, BANKANDUF, COSTOFSALES, CREDITCARD, CURRENTASSET, CURRENTASSETANDEXPENSE, CURRENTLIABILITY, EQUITY, EQUITYANDINCOMEANDEXPENSE, EXPENSEANDOTHEREXPENSE, FIXEDASSET, INCOMEANDEXPENSE, INCOMEANDOTHERINCOME, LIABILITY, LIABILITYANDEQUITY, LONGTERMLIABILITY, NONPOSTING, ORDINARYEXPENSE, ORDINARYINCOME, ORDINARYINCOMEANDCOGS, ORDINARYINCOMEANDEXPENSE, OTHERASSET, OTHERCURRENTASSET, OTHERCURRENTLIABILITY, OTHEREXPENSE, OTHERINCOME, OTHERINCOMEOREXPENSE.

AccountList String A comma-separated list of account names or IDs to include in the report. Specify AccountListType when using this input.
AccountListType String Determines the type of account list specified in AccountList, such as 'Name' or 'ID'.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

EntityType String Filters the report to include only entities of a specific type, such as Customer, Vendor, or Employee.

The allowed values are NONE, CUSTOMER, EMPLOYEE, OTHERNAME, VENDOR.

EntityList String A comma-separated list of entity names or IDs to include in the report. Specify EntityListType when using this input.
EntityListType String Determines the type of entity list specified in EntityList, such as 'Name' or 'ID'.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

ItemType String Filters the report to include only items of a specific type, such as Inventory or Non-Inventory.

The allowed values are NONE, ALLEXCEPTFIXEDASSET, ASSEMBLY, DISCOUNT, FIXEDASSET, INVENTORY, INVENTORYANDASSEMBLY, NONINVENTORY, OTHERCHARGE, PAYMENT, SALES, SALESTAX, SERVICE.

ItemList String A comma-separated list of item names or IDs to include in the report. Specify ItemListType when using this input.
ItemListType String Determines the type of item list specified in ItemList, such as 'Name' or 'ID'.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

ClassList String A comma-separated list of class names or IDs to include in the report. Specify ClassListType when using this input.
ClassListType String Determines the type of class list specified in ClassList, such as 'Name' or 'ID'.

The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN.

TransactionTypes String A comma-separated list of transaction types to include in the report. Possible values include ALL, INVOICE, PAYMENT, DEPOSIT, and more.
ModifiedDateRange String Specifies the date range for modified entries in the format fromdate:todate. Supports open-ended ranges (for example, 2009-12-25:).
ModifiedDateRangeMacro String A predefined macro for the modified date range, such as 'LastWeek' or 'ThisQuarter'.

The allowed values are ALL, TODAY, THISWEEK, THISWEEKTODATE, THISMONTH, THISMONTHTODATE, THISQUARTER, THISQUARTERTODATE, THISYEAR, THISYEARTODATE, YESTERDAY, LASTWEEK, LASTWEEKTODATE, LASTMONTH, LASTMONTHTODATE, LASTQUARTER, LASTQUARTERTODATE, LASTYEAR, LASTYEARTODATE, NEXTWEEK, NEXTFOURWEEKS, NEXTMONTH, NEXTQUARTER, NEXTYEAR.

DetailLevel String Specifies the level of detail in the report. For example, choose Summary for a high-level view or AllTransactions for full details.

The allowed values are ALL, ALLEXCEPTSUMMARY, SUMMARYONLY.

PostingStatus String Filters the report to include only posting transactions, nonposting transactions, or both.

The allowed values are EITHER, NONPOSTING, POSTING.

ReportAsOf String Filters the report to return open balance information up to the specified date.

The allowed values are REPORTENDDATE, TODAY.

ReportBasis String Defines the accounting method for the report. Use 'Cash' for cash basis, 'Accrual' for accrual basis, or 'None' to use the default report basis.
ReportCalendar String Specifies the type of year used for the report, such as CalendarYear or FiscalYear.

The allowed values are NONE, CALENDARYEAR, FISCALYEAR, TAXYEAR.

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Build 25.0.9440