Balance Sheet

The BalanceSheet Object

A Rutter Balance Sheet represents assets, liabilities, and shareholder equity of a business entity for a specific period. Accounting statements are presented on a monthly basis.

Properties

idstring

The Rutter generated unique ID of the balance sheet.

start_datestringfilterable

The ISO 8601 timestamp for the start date of the balance sheet.

end_datestringfilterable

The ISO 8601 timestamp for the end date of the balance sheet.

currency_codestring

The ISO 4217 currency code of the balance sheet.

total_assetsstringnullable

The total value of Assets.

total_equitystringnullable

The total value of Equity.

total_liabilitiesstringnullable

The total value of Liabilities.

assetsobject
Show assets attributes
equityobject
Show equity attributes
liabilitiesobject
Show liabilities attributes
created_atstringnullable

The ISO 8601 timestamp that the balance sheet was created.

updated_atstringnullable

The ISO 8601 timestamp that the balance sheet was last updated.

platform_dataobjectOptional

The raw platform data corresponding to the Rutter object.

Endpoints
GET
/accounting/balance_sheets

List Balance Sheets

GEThttps://production.rutterapi.com/versioned/accounting/balance_sheets

Request Parameters

    access_tokenstringqueryRequired

    The access token of the connection.

    start_datestringfilterablequeryOptional

    Deprecated - use filter instead. The first date that you will receive a financial statement for. This means if you set a start date a year ago, you will receive 13 financial statements, one for each month.

    end_datestringfilterablequeryOptional

    Deprecated - use filter instead. The last date that you will receive a financial statement for. If you set a start date of Jan 1 2021 and an end date of Jan 1 2022, you will receive the 13 months between those dates, inclusive.

    expandenumqueryOptional

    Include platform specific data (includes additional fields not provided by the Rutter object).

    Must beplatform_data.
    response_modeenumqueryOptional

    The response mode for our async endpoints. prefer_sync allows calling the API in a best-effort, synchronous fashion and wait for the response. If this takes too long we will instead return the asynchronous response. This is the default behavior. async makes the API respond with the asynchronous response. See Asynchronous Operations.

    One ofasync or prefer_sync.
    force_fetchenumqueryOptional

    Used to force a response even if the underlying connection has not finished its initial sync.

    One oftrue or false.

Response Body

Support by integration
  • QuickBooks
    QuickBooks
  • Xero
    Xero
  • QuickBooks Desktop
    QuickBooks Desktop
  • NetSuite
    NetSuite
200
Example Response Body
JSON
1
{


2
  "balance_sheets": [


3
    {


4
      "id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",


5
      "start_date": "2021-09-31T00:00:00Z",


6
      "end_date": "2022-09-31T00:00:00Z",


7
      "currency_code": "USD",


8
      "total_assets": "500",


9
      "total_equity": "1000",


10
      "total_liabilities": "-500",


11
      "assets": {


12
        "account_id": "1",


13
        "name": "Asset",


14
        "value": "1000",


15
        "items": [


16
          {


17
            "account_id": "1",


18
            "name": "1000 Rutter Holding Account",


19
            "value": "1000.00",


20
            "items": [


21
              {


22
                "account_id": "1",


23
                "name": "1000 Rutter Holding Account",


24
                "value": "500.00",


25
                "items": []


26
              },


27
              {


28
                "account_id": "1",


29
                "name": "1000 Rutter Holding Account",


30
                "value": "500.00",


31
                "items": []


32
              }


33
            ]


34
          }


35
        ]


36
      },


37
      "equity": {


38
        "account_id": "4",


39
        "name": "Equity",


40
        "value": "1000",


41
        "items": [


42
          {


43
            "account_id": "11",


44
            "name": "2000 Accounts Payable",


45
            "value": "1000",


46
            "items": [


47
              {


48
                "account_id": "11",


49
                "name": "2000 Accounts Payable",


50
                "value": "400",


51
                "items": []


52
              },


53
              {


54
                "account_id": "11",


55
                "name": "2000 Accounts Payable",


56
                "value": "600",


57
                "items": []


58
              }


59
            ]


60
          }


61
        ]


62
      },


63
      "liabilities": {


64
        "account_id": "11",


65
        "name": "Liability",


66
        "value": "-200",


67
        "items": [


68
          {


69
            "account_id": "11",


70
            "name": "2000 Accounts Payable",


71
            "value": "-200",


72
            "items": [


73
              {


74
                "account_id": "11",


75
                "name": "2000 Accounts Payable",


76
                "value": "-100",


77
                "items": []


78
              },


79
              {


80
                "account_id": "11",


81
                "name": "2000 Accounts Payable",


82
                "value": "-100",


83
                "items": []


84
              }


85
            ]


86
          }


87
        ]


88
      },


89
      "created_at": "2022-01-01T08:00:00.000Z",


90
      "updated_at": "2022-01-09T08:00:00.000Z",


91
      "platform_data": {


92
        "id": 123,


93
        "data": "Varies by platform"


94
      }


95
    }


96
  ],


97
  "next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU=",


98
  "connection": {


99
    "id": "00000000-0000-0000-0000-000000000000",


100
    "orgId": "00000000-0000-0000-0000-000000000000",


101
    "platform": "NETSUITE"


102
  }


103
}

Have questions?

Contact support for personalized guidance.

Contact support
Previous
Sales Orders
Next
Cash Flow Statements