Balance Sheet Report
The Balance Sheet Report
Available Filters
Filter Type | Name | Field | Description |
|---|---|---|---|
Between |
|
| Date to use for Report |
Between |
|
| 2nd Date for comparison |
Equals |
|
| Currency for report |
Equals |
|
| Cash-based vs Accrual |
Equals |
|
| Language to show on report |
Equals |
|
| Required field. Must be set to |
Get Balance Sheet Report
#Request
curl --location --request GET 'https://api.freshbooks.com/accounting/businesses/{business_uuid}/reports/balance_sheet?use_ledger_entries=true&date1=2023-04-20'
--header 'Authorization: Bearer <SET BEARER TOKEN>'
#Response
{
"response": {
"result": {
"balance_sheet": {
"company_name": "",
"download_token": "",
"dates": [
"2023-08-01"
],
"currency_code": "USD",
"cash_based": false,
"assets_total": [
{
"date": "2023-08-01",
"balance": {
"amount": "1115.00",
"code": "USD"
}
}
],
"liabilities_and_equity_total": [
{
"date": "2023-08-01",
"balance": {
"amount": "1115.00",
"code": "USD"
}
}
],
"data": [
{
"account_type": "asset",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "1115.00",
"code": "USD"
}
}
],
"sub_types": [
{
"account_sub_type": "Cash & Bank",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "1025.00",
"code": "USD"
}
}
],
"accounts": [
{
"account_name": "Cash",
"account_number": "1000",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "1025.00",
"code": "USD"
}
}
],
"sub_accounts": [
{
"sub_account_name": "Cash (general)",
"sub_account_number": "1000",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "-25.00",
"code": "USD"
}
}
]
},
{
"sub_account_name": "Petty Cash",
"sub_account_number": "1000-1",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "1050.00",
"code": "USD"
}
}
]
}
]
}
]
},
{
"account_sub_type": "Current Asset",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "-10.00",
"code": "USD"
}
}
],
"accounts": [
{
"account_name": "Customer Deposits",
"account_number": "1201",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "-110.00",
"code": "USD"
}
}
],
"sub_accounts": [
{
"sub_account_name": "Customer Deposits (general)",
"sub_account_number": "1201",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "-110.00",
"code": "USD"
}
}
]
}
]
},
{
"account_name": "NFTs Baby!",
"account_number": "1205",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "100.00",
"code": "USD"
}
}
],
"sub_accounts": [
{
"sub_account_name": "NFTs Baby! (general)",
"sub_account_number": "1205",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "100.00",
"code": "USD"
}
}
]
}
]
}
]
},
{
"account_sub_type": "Property, Plant, and Equipment",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "100.00",
"code": "USD"
}
}
],
"accounts": [
{
"account_name": "Property, Plant, and Equipment",
"account_number": "1500",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "100.00",
"code": "USD"
}
}
],
"sub_accounts": [
{
"sub_account_name": "Office Equipment",
"sub_account_number": "1500-3",
"balances": [
{
"date": "2023-08-01",
"balance": {
"amount": "100.00",
"code": "USD"
}
}
]
}
]
}
]
}
]
},
< ... more accounts and sub-accounts data ... >
]
}
}
}
}Example Balance Sheet with filters
#Request
curl --location --request GET 'https://api.freshbooks.com/accounting/businesses/{business_uuid}/reports/balance_sheet?use_ledger_entries=true&date1=2023-02-24¤cy_code=CAD&locale=en'
--header 'Authorization: Bearer <SET BEARER TOKEN>'