Import QuickBooks Reports to Google Sheets

Export reports data from QuickBooks to Google Sheets and use it for building real-time dashboards and charts to improve the decision-making process. For importing other raw data from QuickBooks, check out the QuickBooks importer.

The 4 steps to complete the setup

  1. Fill out the Title field
  2. Set up your data source
  3. Set up your data destination
  4. Configure importer's settings

1. Fill out the "Title" field

Name your importer. We recommend you pick a name that will enable easy in-app navigation for you and your team.

2. Set up your data source

2.1. Add your QuickBooks Account

  • Click Connect.
  • Sign in to your QuickBooks account and verify yourself (enter the verification code sent to you by email).

2.2. Select Report

Click on the field and select a type of QuickBooks report to import.

Coupler.io supports the following QuickBooks reports:

  • Account List Detailed
  • AP Aging Detail
  • AP Aging Summary
  • AR Aging Detail
  • AR Aging Summary
  • Balance Sheet
  • Cash Flow
  • Customer Balance
  • Customer Balance Detail
  • Customer Income
  • Expenses by Vendor
  • General Ledger Detail
  • Inventory Valuation Summary
  • Journal Report
  • Profit And Loss Summary
  • Profit And Loss Detail
  • Sales by Class Summary
  • Sales by Customer
  • Sales by Department
  • Sales by Product
  • Tax Summary
  • Transaction List
  • Trial Balance
  • Vendor Balance
  • Vendor Balance Detail
Click Show advanced to set up optional parameters for your data source.

2.3. Fill out the "Query Parameters" field

Specify query parameters to customize the data returned in the report.

Example:
columns: account_name
start_date: 2020-05-15
end_date: 2020-06-27<br>

Query parameters supported differ by type of report. Check out the list of reports with the available query parameters.

3. Set up your data destination

3.1. Fill out the "Sheet name" field

Name the sheet, which will be receiving data. If the sheet with this name does not exist, Coupler.io will generate a new one for you.

Click Show advanced to set up optional parameters for your data destination.

3.2. Fill out the "Cell address" field

Type in the address of the first cell where the data range will be imported. The default value is A1.

4. Configure importer's settings

4.1. Enable the Automatic data refresh

  • Select Interval
  • Select Days of week
  • Specify Time range

Check out more about Automatic data refresh.

Click Show advanced to set up optional settings for your importer.

4.2. Pick the Import Mode

  • Replace - this mode removes all previously imported data and fully replaces it with the latest information available in Xero.
  • Append - this mode imports new Xero report entries and places them below the data that were previously imported to the linked sheet.

Follow this link to read more about choosing a data import mode.

4.3. Add the "Last Update" column

If you want to add a column specifying the date of the last data refresh, toggle the Last Update parameter on.

4.4. Save the changes

Click Save to save the parameters or Save & Run to save the parameters and run the initial import right away.

Book a free onboarding call!
For any questions, feel free to email our team at coupler@railsware.com

Available query parameters by report

Account List Detailed

Query attribute String
account_type Account type from which transactions are included in the report.
Supported Values: AccountsPayable, AccountsReceivable, Bank, CostOfGoodsSold, CreditCard, Equity, Expense, FixedAsset, Income, LongTermLiability, NonPosting, OtherAsset, OtherCurrentAsset, OtherCurrentLiability, OtherExpense, OtherIncome
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date.
end_date The end date of the report, in the format YYYY-MM-DD. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range.
start_moddate If not specified value of moddate_macro is used. Specify an explicit account modification report date range, in the format YYYY-MM-DD. Use if you want the report to cover an explicit date range; otherwise, use the moddate_macro to cover a standard report date range.
end_moddate If not specified value of moddate_macro is used. Specify an explicit account modification report date range, in the format YYYY-MM-DD. Use if you want the report to cover an explicit date range; otherwise, use the moddate_macro to cover a standard report date range.
moddate_macro Predefined report account modification date range. Use if you want the report to cover a standard report date range when accounts were modified; otherwise, use the start_moddate and end_moddate to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
columns Column types to be shown in the report.
Supported Values:
account_name, account_type, detail_acc_type, create_date, create_by, detail_acc_type*, last_ mod_date, last_ mod_by, account_desc, account_bal
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
sort_order The sort order.
Supported Values: ascend, descend
account_status The account status. Supported values include: Deleted, Not_Deleted
createdate_macro Predefined report account create date range. Use if you want the report to cover a standard create report date range; otherwise, use start_createdate and end_createdate to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year

AP Aging Detail

Query attribute String
shipvia Filter by the shipping method as stored in Invoice.ShipMethodRef.Name.
Supported Values: Any shipping method as sent in the Invoice.ShipMethodRef.Name attribute at Invoice create- or update-time.
term Filters report contents based on term or terms supplied.
Supported Values: One or more comma separated term IDs as returned in the attribute, Term.Id of the Term object response code.
end_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. If not specified, all data is returned.
start_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
custom1 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
custom2 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
custom3 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
report_date Start date to use for the report, in the format YYYY-MM-DD.
num_periods The number of periods to be shown in the report.
Supported Values: A numeric value.
vendor Filters report contents to include information for specified vendors.
Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
past_due Filters report contents based on minimum days past due.
Supported Values: Integer number of days. no filtering
aging_period The number of days in the aging period.
Supported Values: A numeric value.
columns Column types to be shown in the report.
Supported Values: create_by, create_date, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, past_due*, term_name, tx_date*, txn_type*, vend_bill_addr, vend_comp_name, vend_name*, vend_pri_cont, vend_pri_email, vend_pri_tel
Additional columns with location tracking enabled: dept_name*

AP Aging Summary

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
vendor Filters report contents to include information for specified vendors.
Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
report_date Start date to use for the report, in the format YYYY-MM-DD.
sort_order The sort order. Supported Values: ascend, descend
aging_method The date upon which aging is determined.
Supported Values:Report_Date, Current

AR Aging Detail

Query attribute String
customer
Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
shipvia Filter by the shipping method as stored in Invoice.ShipMethodRef.Name.
Supported Values: Any shipping method as sent in the Invoice.ShipMethodRef.Name attribute at Invoice create- or update-time.
term Filters report contents based on term or terms supplied.
Supported Values: One or more comma separated term IDs as returned in the attribute, Term.Id of the Term object response code.
end_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. If not specified, all data is returned.
start_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
custom1 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
custom2 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
custom3 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
report_date Start date to use for the report, in the format YYYY-MM-DD.
num_periods The number of periods to be shown in the report.
Supported Values: A numeric value.
aging_method The date upon which aging is determined.
Supported Values:Report_Date, Current
past_due Filters report contents based on minimum days past due.
Supported Values: Integer number of days. no filtering
aging_period The number of days in the aging period.
Supported Values: A numeric value.
columns Column types to be shown in the report.
Supported Values: bill_addr, create_by, create_date, cust_bill_email, cust_comp_name, cust_msg, cust_msg, cust_msg, cust_name, deliv_addr, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, past_due, sale_sent_state, ship_addr, term_name, tx_date*, txn_type*
Additional columns with custom fields enabled: sales_cust1, sales_cust2, sales_cust3
Additional columns with location tracking enabled: dept_name*

AR Aging Summary

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
report_date Start date to use for the report, in the format YYYY-MM-DD.
sort_order The sort order. Supported Values: ascend, descend
aging_method The date upon which aging is determined.
Supported Values:Report_Date, Current

Balance Sheet

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
adjusted_gain_loss Specifies whether unrealized gain and losses are included in the report. Supported Values: true, false
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.

Cash Flow

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.

Customer Balance

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
arpaid Supported Values: All, Paid, Unpaid
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
report_date Start date to use for the report, in the format YYYY-MM-DD.

Customer Balance Detail

Query attribute String
customer



Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
shipvia Filter by the shipping method as stored in Invoice.ShipMethodRef.Name.
Supported Values: Any shipping method as sent in the Invoice.ShipMethodRef.Name attribute at Invoice create- or update-time.
term Filters report contents based on term or terms supplied.
Supported Values: One or more comma separated term IDs as returned in the attribute, Term.Id of the Term object response code.
end_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. If not specified, all data is returned.
start_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
custom1 Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported.
Supported Values: Name of custom field.
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
arpaid Supported Values:All, Paid, Unpaid
report_date Start date to use for the report, in the format YYYY-MM-DD.
sort_order

The sort order.
Supported Values: ascend, descend
aging_method The date upon which aging is determined.
Supported Values:Report_Date, Current
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
columns Column types to be shown in the report.
Supported Values: bill_addr, create_by, create_date, cust_bill_email, cust_comp_name, cust_msg, cust_phone_other, cust_tel, cust_name, deliv_addr, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, sale_sent_state, ship_addr, ship_date, ship_via, term_name, tracking_num, tx_date*, txn_type*
Additional columns with custom fields enabled: sales_cust1, sales_cust2, sales_cust3
Additional columns with location tracking enabled: dept_name*

Customer Income

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
term Filters report contents based on term or terms supplied. Supported Values: One or more comma separated term IDs as returned in the attribute, Term.Id of the Term object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.

Expenses by Vendor

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.

General Ledger Detail

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
account Filters report contents to include information for specified accounts.
Supported Values: One or more comma separated account IDs as returned in the attribute, Account.Id, of the Account object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
source_account Filters report contents to include information for specified source accounts.
Supported Values: One or more comma separated account IDs as returned in the attribute, Account.Id, of the Account object response code.
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
account_type (source_account_type) Account type from which transactions are included in the report.
Supported Values: AccountsPayable, AccountsReceivable, Bank, CostOfGoodsSold, CreditCard, Equity, Expense, FixedAsset, Income, LongTermLiability, NonPosting, OtherAsset, OtherCurrentAsset, OtherCurrentLiability, OtherExpense, OtherIncome
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
columns Column types to be shown in the report.
Supported Values: account_name, chk_print_state, create_by, create_date, cust_name, doc_num*, emp_name, inv_date, is_adj*, is_ap_paid, is_ar_paid, is_cleared, item_name, last_mod_by, last_mod_date, memo*, name*, quantity, rate, split_acc*, tx_date*, txn_type*, vend_name.
Additional columns when sales tax enabled: net_amount, tax_amount, tax_code.
Additional columns when sales tax enabled: net_amount, tax_amount, tax_code
Additional columns when account numbering enabled: account_num.
Additional columns when class tracking enabled: klass_name*.
Additional columns when location tracking enabled: dept_name*.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
NonTracking status is enabled for the company if CompanyInfo.NameValue.Name.NonTracking is set to true. Currently enabled for Canadian company, other locales can be added in the future.

Inventory Valuation Summary

Query attribute String
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
report_date Start date to use for the report, in the format YYYY-MM-DD.

Journal Report

Query attribute String
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
sort_order The sort order. Supported Values: ascend, descend
columns Default columns included in the report are denoted with *. Column types to be shown in the report. Supported Values: acct_num_with_extn*, account_name*, credit_amt*, create_by, create_date, debt_amt*, doc_num*, due_date*, is_ar_paid*, is_ap_paid*, item_name, journal_code_name*, last_mod_by, last_mod_date, memo*, name, neg_open_bal, paid_date*, pmt_mthd*, quantity, rate, tx_date*, txn_num*, txn_type*
To retrieve the account number (acct_num_with_extn) it's also needed to request the account name (account_name) in the same request.
The account number will only be returned if the company has enabled the 'enable account numbers' option in its Chart of Accounts preferences.

Profit And Loss Summary

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
adjusted_gain_loss Specifies whether unrealized gain and losses are included in the report. Supported Values: true, false
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.

Profit And Loss Detail

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
account (source_account_type) Filters report contents to include information for specified accounts.
Supported Values: One or more comma separated account IDs as returned in the attribute, Account.Id, of the Account object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
adjusted_gain_loss Specifies whether unrealized gain and losses are included in the report. Supported Values: true, false
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
payment_method Filters report contents based on payment method.
Supported Values: Cash, Check, Dinners Club, American Express, Discover, MasterCard, Visa
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
employee Filters report contents to include information for specified employees.
Supported Values: One or more comma separated account IDs as returned in the attribute, Employee.Id, of the Employee entity response code.
account_type Account type from which transactions are included in the report.
Supported Values: AccountsPayable, AccountsReceivable, Bank, CostOfGoodsSold, CreditCard, Equity, Expense, FixedAsset, Income, LongTermLiability, NonPosting, OtherAsset, OtherCurrentAsset, OtherCurrentLiability, OtherExpense, OtherIncome
columns Column types to be shown in the report.
Supported Values: create_by, create_date, doc_num*, last_mod_by, last_mod_date, memo*, name*, pmt_mthd, split_acc*, tx_date*, txn_type*
Additional columns with tax enabled: tax_code
Additional columns with class tracking enabled: klass_name*
Additional columns with location tracking enabled: dept_name*
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
NonTracking status is enabled for the company if CompanyInfo.NameValue.Name.NonTracking is set to true. Currently enabled for Canadian company, other locales can be added in the future.

Sales by Class Summary

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices

Sales by Customer

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend

Sales by Department

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend

Sales by Product

Query attribute String
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
start_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
end_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
class Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs as returned in the attribute, Class.Id, of the Class entity response code.
item Filters report contents to include information for specified items. Supported Values: One or more comma separated item IDs as returned in the attribute, Item.Id,of the Item entity response code.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend

Tax Summary

Query attribute String
agency_id

Required attribute
The Id of the agency for which to generate the report. Supported Values:1, 2
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
sort_order The sort order. Supported Values: ascend, descend

Transaction List

Query attribute String
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
payment_method Filters report contents based on payment method.
Supported Values: Cash, Check, Dinners Club, American Express, Discover, MasterCard, Visa
duedate_macro Predefined date range of due dates for balances to include in the report; otherwise, use the start_duedate and end_duedate to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
arpaid Supported Values:All, Paid, Unpaid
bothamount Filters report contents to include information for specified transaction amount. For example, bothamount=1233.45 limits report contents to transactions of amount 1233.45.
transaction_type Filters report contents based transaction type. Supported values include:
CreditCardCharge, Check, Invoice, ReceivePayment, JournalEntry, Bill, CreditCardCredit, VendorCredit, Credit, BillPaymentCheck, BillPaymentCreditCard, Charge, Transfer, Deposit, Statement, BillableCharge, TimeActivity, CashPurchase, SalesReceipt, CreditMemo, CreditRefund, Estimate, InventoryQuantityAdjustment, PurchaseOrder, GlobalTaxPayment, GlobalTaxAdjustment, Service Tax Refund, Service Tax Gross Adjustment, Service Tax Reversal, Service Tax Defer, Service Tax Partial Utilisation
docnum Filters report contents to include information for specified transaction number, as found in the docnum parameter of the transaction object.
start_moddate (Account List Detail) Specify an explicit account modification report date range, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use the moddate_macro to cover a standard report date range.
source_account_type Account type from which transactions are included in the report.
Supported Values: AccountsPayable, AccountsReceivable, Bank, CostOfGoodsSold, CreditCard, Equity, Expense, FixedAsset, Income, LongTermLiability, NonPosting, OtherAsset, OtherCurrentAsset, OtherCurrentLiability, OtherExpense, OtherIncome
group_by The field in the transaction by which to group results. Supported Values: Name, Account, Transaction Type, Customer, Vendor, Employee, Location, Payment Method, Day, Week, Month, Quarter, Year, None
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
start_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
end_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
columns Column types to be shown in the report.
Supported Values: account_name*, create_by, create_date, cust_msg, due_date, doc_num*, inv_date, is_ap_paid, is_cleared, is_no_post*, last_mod_by, memo*, name*, other_account*, pmt_mthd, printed, sales_cust1, sales_cust2, sales_cust3, term_name, tracking_num, tx_date*, txn_type*, term_name
Additional columns when location tracking enabled: dept_name*
Additional columns with location tracking enabled: dept_name*
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here.
vendor Filters report contents to include information for specified vendors.
Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
memo Filters report contents to include information for specified memo.
Supported Values: One or more comma separated memo IDs.
appaid Status of the balance.
Supported Values: Paid, Unpaid, All
moddate_macro Predefined report account modification date range. Use if you want the report to cover a standard report date range when accounts were modified; otherwise, use the start_moddate and end_moddate to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
printed Filters report contents based on whether checks are printed or not.
Supported Values: Printed, To_be_printed
createdate_macro Predefined report account create date range. Use if you want the report to cover a standard create report date range; otherwise, use start_createdate and end_createdate to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
cleared Filters report contents to include information for specified check status.
Supported Values: Cleared, Uncleared, Reconciled, Deposited
customer Filters report contents to include information for specified customers.
Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
term Filters report contents based on term or terms supplied.
Supported Values: One or more comma separated term IDs as returned in the attribute, Term.Id of the Term object response code.
end_createdate Specify an explicit account create report date range, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use createdate_macro to cover a standard report date range.
name Filters report contents based on the specified comma separated list of ids for the name list customer, vendor, or employee objects.
Query the Customer, Vendor, or Employee name list resource to determine the list of objects for this reference. Specify values found in Customer.Id, Vendor.Id, and Employee.Id. For example, name=1,4,7 includes data in the report for namelist ids 1, 4, and 7. vendor and employee objects
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
sort_order The sort order. Supported Values: ascend, descend
start_createdate Specify an explicit account create report date range, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use createdate_macro to cover a standard report date range.
end_moddate (Account List Detail) Specify an explicit account modification report date range, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use the moddate_macro to cover a standard report date range.

Trial Balance

Query attribute String
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
sort_order The sort order. Supported Values: ascend, descend
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices

Vendor Balance

Query attribute String
qzurl Specifies whether Quick Zoom URL information should be generated for rows in the report. Quick Zoom URL is a hyperlink to another report containing further details about the particular column of data.
Supported Values: true, false
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
appaid Status of the balance. Supported Values: Paid, Unpaid, All
report_date Start date to use for the report, in the format YYYY-MM-DD.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
summarize_column_by The criteria by which to group the report results. Supported Values: Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.

Vendor Balance Detail

Query attribute String
term Filters report contents based on term or terms supplied. Supported Values: One or more comma separated term IDs as returned in the attribute, Term.Id of the Term object response code.
duedate_macro Predefined date range of due dates for balances to include in the report; otherwise, use the start_duedate and end_duedate to cover an explicit report date range. Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
start_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
end_duedate The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
accounting_method The accounting method used in the report. Supported Values:Cash, Accrual
start_date The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
end_date The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date. Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
date_macro Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
appaid Status of the balance. Supported Values: Paid, Unpaid, All
report_date Start date to use for the report, in the format YYYY-MM-DD.
department Filters report contents to include information for specified departments if so configured in the company file.
Supported Values: One or more comma separated department IDs as returned in the attribute, Department.Id of the Department object response code.
sort_by The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
sort_order The sort order. Supported Values: ascend, descend
vendor Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
columns Column types to be shown in the report. Supported Values: create_by, create_date, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, term_name, tx_date*, txn_type*, vend_bill_addr, vend_comp_name, vend_name*, vend_pri_cont, vend_pri_email, vend_pri_tel
Additional columns with location tracking enabled: dept_name*