---
title: "Get Trial Balance"
method: GET
path: "/accounting/trial-balance"
tags: ["Trial Balance"]
---

# Get Trial Balance

`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`

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

## Query parameters

- `pass_through` PassThroughQuery
  - `example_downstream_property` string: All passthrough query parameters are passed along to the connector as is (?pass_through[search]=leads becomes ?search=leads)
- `filter` TrialBalanceFilter
  - `end_date` string: 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.
- `raw` boolean

## Headers

- `x-apideck-consumer-id` string, required
- `x-apideck-app-id` string, required
- `x-apideck-service-id` string
- `x-apideck-company-id` string

## Response `200`

Trial Balance

- GetTrialBalanceResponse
  - `status_code` integer, required: HTTP Response Status Code
  - `status` string, required: HTTP Response Status
  - `service` string, required: Apideck ID of service provider
  - `resource` string, required: Unified API resource name
  - `operation` string, required: Operation performed
  - `data` TrialBalance, required: The balance of every ledger account as of a date, split into debit and credit columns. Balance sheet accounts are cumulative to `end_date`; income and expense accounts are year-to-date within the fiscal year that contains `end_date`.
    - `report_name` string, nullable: The name of the report as returned by the connector.
    - `start_date` string, nullable: The date income and expense balances accumulate from: the start of the fiscal year containing `end_date`, unless the connector notes say otherwise. Null when the connector does not report it.
    - `end_date` string, required: The date the balances are reported as of. Connectors that only report per period round the requested date up to the end of its period; this field returns the date actually used.
    - `currency` 'UNKNOWN_CURRENCY' | 'AED' | 'AFN' | 'ALL' | 'AMD' | 'ANG' | 'AOA' | 'ARS' | 'AUD' | 'AWG' | 'AZN' | 'BAM' | 'BBD' | 'BDT' | 'BGN' | 'BHD' | 'BIF' | 'BMD' | 'BND' | 'BOB' | 'BOV' | 'BRL' | 'BSD' | 'BTN' | 'BWP' | 'BYR' | 'BZD' | 'CAD' | 'CDF' | 'CHE' | 'CHF' | 'CHW' | 'CLF' | 'CLP' | 'CNY' | 'COP' | 'COU' | 'CRC' | 'CUC' | 'CUP' | 'CVE' | 'CZK' | 'DJF' | 'DKK' | 'DOP' | 'DZD' | 'EGP' | 'ERN' | 'ETB' | 'EUR' | 'FJD' | 'FKP' | 'GBP' | 'GEL' | 'GHS' | 'GIP' | 'GMD' | 'GNF' | 'GTQ' | 'GYD' | 'HKD' | 'HNL' | 'HRK' | 'HTG' | 'HUF' | 'IDR' | 'ILS' | 'INR' | 'IQD' | 'IRR' | 'ISK' | 'JMD' | 'JOD' | 'JPY' | 'KES' | 'KGS' | 'KHR' | 'KMF' | 'KPW' | 'KRW' | 'KWD' | 'KYD' | 'KZT' | 'LAK' | 'LBP' | 'LKR' | 'LRD' | 'LSL' | 'LTL' | 'LVL' | 'LYD' | 'MAD' | 'MDL' | 'MGA' | 'MKD' | 'MMK' | 'MNT' | 'MOP' | 'MRO' | 'MUR' | 'MVR' | 'MWK' | 'MXN' | 'MXV' | 'MYR' | 'MZN' | 'NAD' | 'NGN' | 'NIO' | 'NOK' | 'NPR' | 'NZD' | 'OMR' | 'PAB' | 'PEN' | 'PGK' | 'PHP' | 'PKR' | 'PLN' | 'PYG' | 'QAR' | 'RON' | 'RSD' | 'RUB' | 'RWF' | 'SAR' | 'SBD' | 'SCR' | 'SDG' | 'SEK' | 'SGD' | 'SHP' | 'SLL' | 'SOS' | 'SRD' | 'SSP' | 'STD' | 'SVC' | 'SYP' | 'SZL' | 'THB' | 'TJS' | 'TMT' | 'TND' | 'TOP' | 'TRC' | 'TRY' | 'TTD' | 'TWD' | 'TZS' | 'UAH' | 'UGX' | 'USD' | 'USN' | 'USS' | 'UYI' | 'UYU' | 'UZS' | 'VEF' | 'VND' | 'VUV' | 'WST' | 'XAF' | 'XAG' | 'XAU' | 'XBA' | 'XBB' | 'XBC' | 'XBD' | 'XCD' | 'XDR' | 'XOF' | 'XPD' | 'XPF' | 'XPT' | 'XTS' | 'XXX' | 'YER' | 'ZAR' | 'ZMK' | 'ZMW' | 'BTC' | 'ETH', nullable: Indicates the associated currency for an amount of money. Values correspond to [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217).
    - `accounts` object[], required: One line per ledger account with a non-zero balance, plus any line the connector adds to make the report complete (see `line_type`).
      - `line_type` 'account' | 'unappropriated_result' | 'unmapped': `account`: a ledger account. `unappropriated_result`: the result of earlier fiscal years not yet posted to an equity account, added by the connector. `unmapped`: a balance the accounting system reports without a ledger account.
      - `account_id` string, nullable: The ledger account's id, the same id `GET /accounting/ledger-accounts/{id}` takes. Null when `line_type` is not `account`, or when the connector cannot resolve the ledger account.
      - `code` string, nullable: The ledger account's code (account number).
      - `name` string, nullable: The ledger account's name.
      - `debit` number, required: The account's balance when it is a debit balance, otherwise 0.
      - `credit` number, required: The account's balance when it is a credit balance, otherwise 0.
      - `balance` number, nullable: The signed balance: debit minus credit.
    - `total_debit` number, nullable: The sum of the debit column.
    - `total_credit` number, nullable: The sum of the credit column. Equals total_debit, up to rounding of the individual lines: connectors return a 502 rather than a report whose debits and credits differ by half a cent or more.
    - `custom_mappings` CustomMappings, nullable: When custom mappings are configured on the resource, the result is included here.
  - `meta` Meta: Response metadata
    - `items_on_page` integer: Number of items returned in the data property of the response
    - `cursors` object: Cursors to navigate to previous or next pages through the API
      - `previous` string, nullable: Cursor to navigate to the previous page of results through the API
      - `current` string, nullable: Cursor to navigate to the current page of results through the API
      - `next` string, nullable: Cursor to navigate to the next page of results through the API
    - `total_count` integer: Number of records available in total for this resource
    - `warnings` object[], nullable: Non-fatal warnings emitted when optional workflow steps failed. Present only when at least one step degraded; the response status remains 200.
      - `type` string: Discriminator for the warning kind.
      - `status_code` integer, nullable: HTTP status code returned by the failed downstream request, when available.
      - `error` string, nullable: Short error description from the downstream provider, when available.
      - `operation` string, nullable: Identifier of the workflow step that failed.
      - `message` string, nullable: Detailed message from the downstream provider, when available.
  - `_raw` Raw, nullable: Raw response from the integration when raw=true query param is provided

## Other responses

- `400`: Bad Request
- `401`: Unauthorized
- `402`: Payment Required
- `404`: The specified resource was not found
- `422`: Unprocessable
- `default`: Unexpected error

## Changes

- **2026-10-13** `9f019cdb65cc`: 1 info
  - endpoint added

[Operation history](https://skmtc.dev/apideck-libraries/apis/accounting-api/changes/accounting/trial-balance/get.md)

---

[API](https://skmtc.dev/apideck-libraries/apis/accounting-api.md) · [All operations](https://skmtc.dev/apideck-libraries/apis/accounting-api/llms.txt) · [OpenAPI document](https://skmtc.dev/apideck-libraries/apis/accounting-api/revisions/d02fc67b26ca?raw)