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.propelware.com/v1/endpoint/{endpointId}/selectReport?name={ReportName}&startTime={date}&endTime={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
BalanceSheet
PandLBalanceSheet
ProfitAndLoss
ProfitAndLossDetail
ProfitAndLossByClass
ProfitAndLossBudgetOverview
ProfitAndLossBudgetVsActual
ARAgingDetail
BalanceSheetByClass
PLandBalanceSheet
VendorExpenseSummary
GeneralLedger
AuditTrail
TrialBalance
PayrollItemDetail
QuickBooks Online Reports
ProfitAndLoss
BalanceSheet
AgedReceivables
VendorExpenses
ProfitAndLossByClass
BalanceSheetByClass
TrialBalance
Example
Make the following request:
curl --request GET \
--url 'https://api.propelware.com/v1/endpoint/{endpointID}/selectReport?name=BalanceSheet&startTime=1%2f23%2f2009+12%3a38%3a28+PM&endTime=1%2f23%2f2019+12%3a38%3a28+PM' \
--header 'cache-control: no-cache' \
--header 'content-type: application/json' \
--header 'authorization: {YOUR_API_KEY}' \
Response:
{
"Meta": {
"CommandGuid": null,
"StatusCode": 0,
"Severity": null,
"Message": null
},
"Detail": {
"Response": [{
"ReportTypeName": "balancesheetstandard",
"ReportType": 4,
"StartDate": "2009-01-23T18:43:19Z",
"EndDate": "2019-01-23T18:43:19Z",
"Columns": ["Jan 23, 19"],
"ReportLineData": [{
"EntityRef": {
"FullName": "Accounts Receivable",
"ID": ""
},
"Values": ["200.00"]
}, {
"EntityRef": {
"FullName": "Accounts Payable",
"ID": ""
},
"Values": ["-409.74"]
}, {
"EntityRef": {
"FullName": "AfCreditCardAcct",
"ID": ""
},
"Values": ["279.50"]
}, {
"EntityRef": {
"FullName": "Owners Equity",
"ID": ""
},
"Values": ["61.42"]
}]
}]
}
}
Updated 7 months ago