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

idstringRequired

The Rutter generated unique ID of the balance sheet.

start_datestringRequired

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

end_datestringRequired

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

currency_codestringRequired

The ISO 4217 currency code of the balance sheet.

total_assetsstringnullableRequired

The total value of Assets.

total_equitystringnullableRequired

The total value of Equity.

total_liabilitiesstringnullableRequired

The total value of Liabilities.

assetsobjectRequired
Show assets attributes
equityobjectRequired
Show equity attributes
liabilitiesobjectRequired
Show liabilities attributes
created_atstringnullableRequired

The ISO 8601 timestamp that the balance sheet was created.

updated_atstringnullableRequired

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

platform_dataobject

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.

    end_datestringquery

    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.

    expandenumquery

    Optionally, include raw external platform data when fetching data.

    Can beplatform_data.
    force_fetchenumquery

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

    One oftrue or false.
    start_datestringquery

    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

    connectionobjectRequired
    Show connection attributes
    balance_sheetsarrayRequired
    Show balance_sheets attributes
    next_cursorstringnullableRequired
Support by integration
  • QuickBooks
    QuickBooks
  • Netsuite
    Netsuite
  • Xero
    Xero
  • QuickBooks Desktop
    QuickBooks Desktop
Example Response Body
JSON
1
{
2
"connection": {
3
"id": "00000000-0000-0000-0000-000000000000",
4
"orgId": "00000000-0000-0000-0000-000000000000",
5
"platform": "NETSUITE"
6
},
7
"balance_sheets": [
8
{
9
"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
10
"start_date": "2021-09-31T00:00:00Z",
11
"end_date": "2022-09-31T00:00:00Z",
12
"currency_code": "USD",
13
"total_assets": "500",
14
"total_equity": "1000",
15
"total_liabilities": "-500",
16
"assets": {
17
"account_id": "1",
18
"name": "Asset",
19
"value": "1000",
20
"items": [
21
{
22
"account_id": "1",
23
"name": "1000 Rutter Holding Account",
24
"value": "1000.00",
25
"items": [
26
{
27
"account_id": "1",
28
"name": "1000 Rutter Holding Account",
29
"value": "500.00",
30
"items": []
31
},
32
{
33
"account_id": "1",
34
"name": "1000 Rutter Holding Account",
35
"value": "500.00",
36
"items": []
37
}
38
]
39
}
40
]
41
},
42
"equity": {
43
"account_id": "4",
44
"name": "Equity",
45
"value": "1000",
46
"items": [
47
{
48
"account_id": "11",
49
"name": "2000 Accounts Payable",
50
"value": "1000",
51
"items": [
52
{
53
"account_id": "11",
54
"name": "2000 Accounts Payable",
55
"value": "400",
56
"items": []
57
},
58
{
59
"account_id": "11",
60
"name": "2000 Accounts Payable",
61
"value": "600",
62
"items": []
63
}
64
]
65
}
66
]
67
},
68
"liabilities": {
69
"account_id": "11",
70
"name": "Liability",
71
"value": "-200",
72
"items": [
73
{
74
"account_id": "11",
75
"name": "2000 Accounts Payable",
76
"value": "-200",
77
"items": [
78
{
79
"account_id": "11",
80
"name": "2000 Accounts Payable",
81
"value": "-100",
82
"items": []
83
},
84
{
85
"account_id": "11",
86
"name": "2000 Accounts Payable",
87
"value": "-100",
88
"items": []
89
}
90
]
91
}
92
]
93
},
94
"created_at": "2022-01-01T08:00:00.000Z",
95
"updated_at": "2022-01-09T08:00:00.000Z",
96
"platform_data": {
97
"id": 123,
98
"data": "Varies by platform"
99
}
100
}
101
],
102
"next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU="
103
}

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