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

  • 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.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": []
}