Excel Add-In for MYOB

Build 24.0.9062

BalanceSheetSummaryReport

Returns a Balance Sheet Summary.

Table Specific Information

Select

MYOB allows a subset of columns to be used in the WHERE clause of a SELECT query. These columns may be used with the following operators: =, !=, >, <, >=, <=. In addition, queries with multiple criteria can be executed by combining the criteria with AND and OR operators. These columns support the above comparison types for server side filtering: AsOfDate, YearEndAdjust. All the other columns and operators are processed client side. The default behavior is AsOfDate as today's date and YearEndAdjust as false; if the AsOfDate and YearEndAdjust filters are left unset.

SELECT * FROM BalanceSheetSummaryReport
To override this behavior, the values can be set directly in the query. For example:
SELECT * FROM BalanceSheetSummaryReport WHERE AsOfDate = '2021-05-31 00:00:00' AND YearEndAdjust = false

Columns

Name Type References Description
AccountTotal Decimal Total Amount for the Account for the given date range.
AccountID Uuid

Accounts.ID

Unique identifier for the account in the form of a guid.
AccountDisplayID String Account code. Format includes separator ie 4-1100
AccountName String Name of the account.
AccountURI String Uniform resource identifier associated with the account object.
AsOfDate Date Date of the period, format YYYY-MM-DD HH:MM:SS
YearEndAdjust Boolean If you are including Year end Adjustments. This is a true or False value.
CompanyFileId String The ID of the company file.

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Build 24.0.9062