Get Trial Balance
Returns debit and credit totals for each account over a date range.
The summation window depends on the account type:
- Balance sheet accounts (assets, liabilities, equity): totals are summed from the beginning of time through
end_date. - Income statement accounts (revenue, expenses): totals are summed from
start_datethroughend_date.
Retained earnings is included as its own row. For balance sheet ending balances specifically, prefer GET /ca/api/get_balance_sheet.
Authorizations
Token-based authentication with required prefix "Token"
Query Parameters
Filter by department ID. Can be specified multiple times for multiple departments
Latest date (inclusive) for which to retrieve data. Defaults to end of current month
Entity ID(s) to scope the report. Can be repeated (?entity=1&entity=2) or JSON array
If true, includes all data of children entities in consolidation
Earliest date (inclusive) for which to retrieve data. Defaults to six months ago