Trial Balance

Get Trial Balance

Changed on

Get the trial balance as of a date. Read-only.

get/accounting/trial-balance

Request

  • Base URL: https://unify.apideck.com
  • URL: https://unify.apideck.com/accounting/trial-balance
  • Auth: API key in header Authorization

Query parameters

example_downstream_propertystring

All passthrough query parameters are passed along to the connector as is (?pass_through[search]=leads becomes ?search=leads)

Optional unmapped key/values that will be passed through to downstream as query parameters. Ie: ?pass_through[search]=leads becomes ?search=leads

{
  "search": "San Francisco"
}
end_datestring

The date the balances are reported as of (YYYY-MM-DD). Defaults to today (UTC). Connectors that only report per period round it up to the end of its period; the response end_date is the date used.

accounting_method'cash' | 'accrual'

The accounting method used for the report: cash or accrual.

Apply filters

{
  "end_date": "2025-12-31",
  "accounting_method": "accrual"
}
rawboolean

Include raw response. Mostly used for debugging purposes

Headers

x-apideck-consumer-idstring required

ID of the consumer which you want to get or push data from

x-apideck-app-idstring required

The ID of your Unify application

x-apideck-service-idstring

Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API.

x-apideck-company-idstring

The ID of the company to scope requests to. For connectors that support multi-company, this overrides the default company configured in connection settings.

Response

Trial Balance

status_codeinteger required

HTTP Response Status Code

statusstring required

HTTP Response Status

servicestring required

Apideck ID of service provider

resourcestring required

Unified API resource name

operationstring required

Operation performed

_rawRaw nullable

Raw response from the integration when raw=true query param is provided

Example response

{
  "status_code": 200,
  "status": "OK",
  "service": "quickbooks",
  "resource": "TrialBalance",
  "operation": "one",
  "data": {
    "report_name": "Trial Balance",
    "start_date": "2025-01-01",
    "end_date": "2025-12-31",
    "currency": "USD",
    "accounts": [
      {
        "line_type": "account",
        "account_id": "123456",
        "code": "1100",
        "name": "Current assets",
        "debit": 1250.5,
        "balance": 1250.5
      }
    ],
    "total_debit": 98250,
    "total_credit": 98250
  },
  "meta": {
    "items_on_page": 50,
    "cursors": {
      "previous": "em9oby1jcm06OnBhZ2U6OjE=",
      "current": "em9oby1jcm06OnBhZ2U6OjI=",
      "next": "em9oby1jcm06OnBhZ2U6OjM="
    },
    "total_count": 1,
    "warnings": [
      {
        "type": "downstream_request_failed",
        "status_code": 429,
        "operation": "getManager"
      }
    ]
  }
}

Changes