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
id
stringRequiredThe Rutter generated unique ID of the balance sheet.
start_date
stringRequiredThe ISO 8601 timestamp for the start date of the balance sheet.
end_date
stringRequiredThe ISO 8601 timestamp for the end date of the balance sheet.
currency_code
stringRequiredThe ISO 4217 currency code of the balance sheet.
total_assets
stringnullableRequiredThe total value of Assets.
total_equity
stringnullableRequiredThe total value of Equity.
total_liabilities
stringnullableRequiredThe total value of Liabilities.
assets
objectRequiredassets
attributesequity
objectRequiredequity
attributesliabilities
objectRequiredliabilities
attributescreated_at
stringnullableRequiredThe ISO 8601 timestamp that the balance sheet was created.
updated_at
stringnullableRequiredThe ISO 8601 timestamp that the balance sheet was last updated.
platform_data
objectThe raw platform data corresponding to the Rutter object.
List Balance Sheets
Request Parameters
access_token
stringqueryRequiredThe access token of the connection.
end_date
stringqueryThe 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.
expand
enumqueryOptionally, include raw external platform data when fetching data.
force_fetch
enumqueryForce a response even if the underlying connection hasn't finished the initial sync.
start_date
stringqueryThe 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
connection
objectRequiredconnection
attributesbalance_sheets
arrayRequiredbalance_sheets
attributesnext_cursor
stringnullableRequired- QuickBooks
- Netsuite
- Xero
- QuickBooks Desktop
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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