API Key1

Approval Workflow Models5

Approval Workflows3

Bank accounts5

Bank Transactions5

Bill Payments3

Bills10

Books1

Books periods5

Cash Matching3

Charges5

Chart of Accounts7

Close Checklist4

Contract Documents3

Contract Items3

Contracts15

Credit Memos8

Customer Families8

Customer Payments2

Customers9

Draft Contract Documents3

Draft Contracts5

External Reference Types1

Feedback1

Fields6

Health1

Invoice Documents3

Invoice payments5

Invoices12

Journal Entries5

Journal Entry Documents2

Members1

Metadata1

Organizations1

Products6

Reimbursement Payments3

Reimbursements5

Reports7

get/reports/arr-waterfallRetrieves ARR waterfall report
get/reports/trial-balanceRetrieves trial balance report
get/reports/balance-sheetRetrieves balance sheet report
get/reports/income-statementRetrieves income statement report
get/reports/cash-flow-statementRetrieves cash flow statement report
get/reports/executive-plRetrieves executive P&L report
get/reports/journal-entriesLists journal entries with reporting currency amounts

Roles2

Subsidiaries2

Tax rates1

Vendor Credit Applications1

Vendor Credits5

Vendors5

Webhooks

Webhooks23

Reports

Changes to Retrieves trial balance report

get/reports/trial-balance

Nov 3, 2026c393d0102005 Revision changes
- info
  added the new optional query request parameter book_id