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_datestring

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

end_datestring

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.

Show platform_data attributes
Example BalanceSheet Object
{
  "id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
  "start_date": "2021-09-31T00:00:00Z",
  "end_date": "2022-09-31T00:00:00Z",
  "currency_code": "USD",
  "total_assets": "500",
  "total_equity": "1000",
  "total_liabilities": "-500",
  "assets": {
    "account_id": "1",
    "name": "Asset",
    "value": "1000",
    "items": [
      {
        "account_id": "1",
        "name": "1000 Rutter Holding Account",
        "value": "1000.00",
        "items": [
          {
            "account_id": "1",
            "name": "1000 Rutter Holding Account",
            "value": "500.00",
            "items": []
          },
          {
            "account_id": "1",
            "name": "1000 Rutter Holding Account",
            "value": "500.00",
            "items": []
          }
        ]
      }
    ]
  },
  "equity": {
    "account_id": "4",
    "name": "Equity",
    "value": "1000",
    "items": [
      {
        "account_id": "11",
        "name": "2000 Accounts Payable",
        "value": "1000",
        "items": [
          {
            "account_id": "11",
            "name": "2000 Accounts Payable",
            "value": "400",
            "items": []
          },
          {
            "account_id": "11",
            "name": "2000 Accounts Payable",
            "value": "600",
            "items": []
          }
        ]
      }
    ]
  },
  "liabilities": {
    "account_id": "11",
    "name": "Liability",
    "value": "-200",
    "items": [
      {
        "account_id": "11",
        "name": "2000 Accounts Payable",
        "value": "-200",
        "items": [
          {
            "account_id": "11",
            "name": "2000 Accounts Payable",
            "value": "-100",
            "items": []
          },
          {
            "account_id": "11",
            "name": "2000 Accounts Payable",
            "value": "-100",
            "items": []
          }
        ]
      }
    ]
  },
  "created_at": "2022-01-01T08:00:00.000Z",
  "updated_at": "2022-01-09T08:00:00.000Z",
  "platform_data": {
    "id": 123,
    "data": "Varies by platform"
  }
}

List Balance Sheets

GET /versioned/accounting/balance_sheets
Supported for: Dynamics 365ExactFreeAgentFreshBooksKashFlowNetSuiteQuickBooksQuickBooks DesktopSage Business CloudSage IntacctTallyWaveXeroZoho Books

Request Parameters

    access_tokenstringquery

    The access token of the connection.

    cursorstringoptionalquery

    The cursor to use for pagination. This value is passed in from next_cursor field in a previous request.

    end_datestringoptionalquery

    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.

    expandenumoptionalquery

    Optionally, include raw external platform data when fetching data.

    Can beplatform_data.
    force_fetchenumoptionalquery

    Force a response even if the underlying connection hasn't finished the initial sync.

    One oftrue or false.
    limitintegeroptionalquery

    The limit on the number of entities returned.

    start_datestringoptionalquery

    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.

Response Body

    connectionobject
    Show connection attributes
    balance_sheetsarray
    Show balance_sheets attributes
    next_cursorstringnullable
Example Response Body
{
  "connection": {
    "id": "00000000-0000-0000-0000-000000000000",
    "orgId": "00000000-0000-0000-0000-000000000000",
    "platform": "NETSUITE"
  },
  "balance_sheets": [
    {
      "id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
      "start_date": "2021-09-31T00:00:00Z",
      "end_date": "2022-09-31T00:00:00Z",
      "currency_code": "USD",
      "total_assets": "500",
      "total_equity": "1000",
      "total_liabilities": "-500",
      "assets": {
        "account_id": "1",
        "name": "Asset",
        "value": "1000",
        "items": [
          {
            "account_id": "1",
            "name": "1000 Rutter Holding Account",
            "value": "1000.00",
            "items": [
              {
                "account_id": "1",
                "name": "1000 Rutter Holding Account",
                "value": "500.00",
                "items": []
              },
              {
                "account_id": "1",
                "name": "1000 Rutter Holding Account",
                "value": "500.00",
                "items": []
              }
            ]
          }
        ]
      },
      "equity": {
        "account_id": "4",
        "name": "Equity",
        "value": "1000",
        "items": [
          {
            "account_id": "11",
            "name": "2000 Accounts Payable",
            "value": "1000",
            "items": [
              {
                "account_id": "11",
                "name": "2000 Accounts Payable",
                "value": "400",
                "items": []
              },
              {
                "account_id": "11",
                "name": "2000 Accounts Payable",
                "value": "600",
                "items": []
              }
            ]
          }
        ]
      },
      "liabilities": {
        "account_id": "11",
        "name": "Liability",
        "value": "-200",
        "items": [
          {
            "account_id": "11",
            "name": "2000 Accounts Payable",
            "value": "-200",
            "items": [
              {
                "account_id": "11",
                "name": "2000 Accounts Payable",
                "value": "-100",
                "items": []
              },
              {
                "account_id": "11",
                "name": "2000 Accounts Payable",
                "value": "-100",
                "items": []
              }
            ]
          }
        ]
      },
      "created_at": "2022-01-01T08:00:00.000Z",
      "updated_at": "2022-01-09T08:00:00.000Z",
      "platform_data": {
        "id": 123,
        "data": "Varies by platform"
      }
    }
  ],
  "next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU="
}