Selecting Reports
How to select report data from QuickBooks
This guide will walk through how to select report data from QuickBooks. Reports are generated views that QuickBooks produces for a given set of report parameters. The data is transient, meaning that a report you run today may differ when run tomorrow, even with the same parameters, because the underlying business data may have changed (new invoices were posted, for instance).
Use this URL to select reports:
https://api.getautofy.com/v2/Data/{endpointId}/selectReport?name={ReportName}&modTimeStart={date}&modTimeEnd={date}
company.endpointId is the value returned after calling /manage/company.
ReportName is the name of the report in QuickBooks as supported by Autofy
QuickBooks Desktop Reports
BalanceSheetPandLBalanceSheetProfitAndLossProfitAndLossDetailProfitAndLossByClassProfitAndLossBudgetOverviewProfitAndLossBudgetVsActualARAgingDetailBalanceSheetByClassPLandBalanceSheetVendorExpenseSummaryGeneralLedgerAuditTrailTrialBalancePayrollItemDetail
QuickBooks Online Reports
ProfitAndLossBalanceSheetAgedReceivablesVendorExpensesProfitAndLossByClassBalanceSheetByClassTrialBalance
Example
Make the following request:
curl --request GET \
--url 'https://api.getautofy.com/v2/Data/{endpointId}/selectReport?modTimeEnd=2023-02-28T05%3A00%3A00&modTimeStart=2023-02-01T05%3A00%3A00&name=BalanceSheet' \
--header 'SchemaVersion: 1' \
--header 'content-type: application/json' \
--header 'x-api-key: {YOUR_API_KEY}' \
Response:
{
"Self": "https://api.getautofy.com/v2/Data/{endpointId}/selectReport?modTimeEnd=2023-02-28T05%3A00%3A00&modTimeStart=2023-02-01T05%3A00%3A00&name=BalanceSheet",
"Kind": "collection",
"RequestId": "A30BD56E38124534A7DBA9A95468E274",
"Page": 1,
"MoreData": false,
"HasErrors": false,
"Contents": [{
"Object": {
"ReportType": "eBalanceSheet",
"StartDate": "2023-02-01T06:00:00+00:00",
"EndDate": "2023-02-28T06:00:00+00:00",
"Columns": [
"Feb 28, 23"
],
"ReportLineData": [{
"RowType": "TextRow",
"EntityRef": {
"FullName": "ASSETS",
"ID": ""
},
"Values": []
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Current Assets",
"ID": ""
},
"Values": []
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Checking/Savings",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Checking",
"ID": ""
},
"Values": [
"178122.36"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Savings",
"ID": ""
},
"Values": [
"20562.50"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Checking/Savings",
"ID": ""
},
"Values": [
"198684.86"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Accounts Receivable",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Accounts Receivable",
"ID": ""
},
"Values": [
"4336.56"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Accounts Receivable",
"ID": ""
},
"Values": [
"4336.56"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Other Current Assets",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Inventory Asset",
"ID": ""
},
"Values": [
"1498.55"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Undeposited Funds",
"ID": ""
},
"Values": [
"2446.50"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Other Current Assets",
"ID": ""
},
"Values": [
"3945.05"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Current Assets",
"ID": ""
},
"Values": [
"206966.47"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Fixed Assets",
"ID": ""
},
"Values": []
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Truck",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Truck:Accumulated Depreciation",
"ID": ""
},
"Values": [
"-1150.00"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Truck:Original Purchase",
"ID": ""
},
"Values": [
"13750.00"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Truck",
"ID": ""
},
"Values": [
"12600.00"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Fixed Assets",
"ID": ""
},
"Values": [
"12600.00"
]
}, {
"RowType": "TotalRow",
"EntityRef": {
"FullName": "TOTAL ASSETS",
"ID": ""
},
"Values": [
"219566.47"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "LIABILITIES & EQUITY",
"ID": ""
},
"Values": []
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Liabilities",
"ID": ""
},
"Values": []
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Current Liabilities",
"ID": ""
},
"Values": []
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Accounts Payable",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Accounts Payable",
"ID": ""
},
"Values": [
"861.60"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Accounts Payable",
"ID": ""
},
"Values": [
"861.60"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Credit Cards",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "CalOil Card",
"ID": ""
},
"Values": [
"610.54"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Credit Cards",
"ID": ""
},
"Values": [
"610.54"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Other Current Liabilities",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Payroll Liabilities",
"ID": ""
},
"Values": [
"3631.65"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Payments on Account",
"ID": ""
},
"Values": [
"-400.00"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Sales Tax Payable",
"ID": ""
},
"Values": [
"520.72"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Other Current Liabilities",
"ID": ""
},
"Values": [
"3752.37"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Current Liabilities",
"ID": ""
},
"Values": [
"5224.51"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Long Term Liabilities",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Bank Loan",
"ID": ""
},
"Values": [
"11552.10"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Long Term Liabilities",
"ID": ""
},
"Values": [
"11552.10"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Liabilities",
"ID": ""
},
"Values": [
"16776.61"
]
}, {
"RowType": "TextRow",
"EntityRef": {
"FullName": "Equity",
"ID": ""
},
"Values": []
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Opening Bal Equity",
"ID": ""
},
"Values": [
"219570.70"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Retained Earnings",
"ID": ""
},
"Values": [
"1660.74"
]
}, {
"RowType": "DataRow",
"EntityRef": {
"FullName": "Net Income",
"ID": ""
},
"Values": [
"-18441.58"
]
}, {
"RowType": "SubtotalRow",
"EntityRef": {
"FullName": "Total Equity",
"ID": ""
},
"Values": [
"202789.86"
]
}, {
"RowType": "TotalRow",
"EntityRef": {
"FullName": "TOTAL LIABILITIES & EQUITY",
"ID": ""
},
"Values": [
"219566.47"
]
}
]
},
"Errors": [],
"Self": "http://api.getautofy.com/v2/Data/{endpointId}/selectReport",
"Kind": "report"
}
],
"Errors": []
}
Updated almost 2 years ago