Balance Sheet Raw Data
About Balance sheet
The Zoho Books balance sheet presents a real-time summary of your company's financial standing, showcasing assets, liabilities, and equity at a specific point in time.
About this job
This fetchs the balance sheet in raw format. Data format is same as that you will store in a database. This job is most useful when building a custom balance sheet. This is a format that is more difficult to start with (as you have to be familiar with Vlookup etc.) but is easier to maintain over time.
Alternatives
If you are looking for a simple balance sheet report, you can use the ready made balance sheet report from zoho books instead.
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Sample Data
Open in new tab -Data headers
| Header | Description |
|---|---|
| Accounts | Name of the related account |
| account_id/node_name | zoho books id of the related account or node name |
| month | |
| value |
Filtration options
This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
| Parameter | Options |
|---|---|
| start_date | Select transactions with billing date on or after start_date. Format - YYYY-MM-DD |
| end_date | Select transactions with billing date on or before end_date. Format - YYYY-MM-DD |