Balance Sheet Report
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
Zoho books offers the balance sheet as a tabular report. This job fetchs that report from zoho books and makes it available for your in spreadsheets. Every balance sheet chart of account configured in zoho books will be visible as a line item.
When you add new chant of accounts into zoho books, they will automatically reflect in this report as a new line item. This can be a feature or a bug depending on how you look at it.
Alternatives
This same data is available as a raw data in database format - fetch balance sheet raw data This means you can build your own custom balance sheet report. You can show/hide/format the line items that your reader is interested in.
Data
Sample Data
Open in new tab -Data headers
| Header | Description |
|---|---|
| Accounts | Name of the related account |
| Accounts Id | zoho books id of the related account |
| Total | Total account balance for a specific month |
| Total | Total account balance for another specific month |
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 |