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Retrieves a ledger statement for an existing ledger containing the opening and closing balances with all the line entries within the period.

Retrieve a ledger statement

DebitCredit

The value of the line entry in decimal dollar cents.

Amount

The datetime the Line Entry was created in UTC time.

Datetime

Indicates if the amount is a credit or 
        debit.

An arbitrary string on the object, useful for 
        displaying to the user or for categorization.

Description

Indicates if the Line Entry can be manually added or 
        removed from a Ledger, as dictated by the `editable` property on the Ledger.

Editable

The unique ID of the object. Can be null in some cases for 
        Instances using QuickBooks as their accounting package.

Expandable. The associated Journal Entry object.

Journal Entry

An arbitrary string on the object, 
        useful for displaying to users.

Journal Entry Description

The ID of the associated Journal Entry. Can be 
        null in some cases for Instances using QuickBooks as their 
        accounting package.

Journal Entry Id

Expandable. The associated Ledger object.

Ledger

The ID of the Line Entry's Ledger. Can be null in some 
        cases for Instances using QuickBooks as their accounting package.

Ledger Id

Ledger Name

Expandable. The associated Transaction object, 
        if one exists.

Transaction

The ID of the associated Transaction, 
        if one exists.

Transaction Id

DetailedLineEntry

The sum, in decimal dollar cents, of all line 
        entries in the ledger.

The balance, in decimal dollar cents, of 
        the ledger at the end date.

Closing Balance

Indicates if the ledger is a credit or 
        debit ledger.


Required if `financial_account_type` is not specified.

The end date of the report (inclusive). Must be 
        in YYYY-MM-DD format.

End Date

Lines

Name

The balance, in decimal dollar cents, of 
        the ledger at the start date.

Opening Balance

The start date of the report (inclusive). Must 
        be in YYYY-MM-DD format.

Start Date

Indicates similar characteristics and accounting
        treatment for a group of ledgers within a `type`.


Required if 
        `financial_account_type` is not specified.

Indicates the purpose and location of the funds and
        value recorded in the Ledger and which report it is included in: `asset`,
        `liability` and `equity` ledgers are displayed on the balance sheet;
        `revenue` and `expenses` are displayed on the income statement.



        Required if `financial_account_type` is not specified.

LedgerStatement

LedgerSubType

LedgerType

Retrieves a ledger statement for an existing ledger containing the opening
and closing balances with all the line entries within the period.

OAuth2PasswordBearer

LedgerStatementPage

TealErrorResponse

Explore our guides, API reference, and changelog

Overview

Follow these steps to begin using the Teal API.

Initial setup

See Teal in action by building a real cash flow report.

Quickstart

Accounting infrastructure for SMB Neobanks and Vertical SaaS.

Use Cases

A glossary of accounting terms and Teal specific definitions

Core concepts

Chart of accounts

How Teal's auto-categorization pipeline works

Categorization

Crafting rules

Invoices and Bills

How to migrate data from QuickBooks into Teal.

QuickBooks migration

Managing ledgers

How to set opening balances to ensure accurate balance sheets.

Opening balances

Use our data integrations so that Teal can do the work of fetching and reconciling transactions from a 3rd party data source.

Integrations

Import via API

Handling business expenses in personal accounts.

Personal accounts

Build a banking feed style transactions page enriched with accounting data

Enriching Transactions

Reviewing transactions

Reports introduction

Cash flow report

View a company's revenues, expenses, and profits over time

Income statement

Balance sheet

How to build a ledger statement using Teal.

Ledger statement

How to build a general ledger report using Teal.

General ledger report

Fetching Teal data to add to your non-Teal reports

Enriching non-Teal reports

Customers need to be able to manually create and edit journal entries.

Journal Entry Interface

How and why to generate Excel exports from your Teal data

Excel exports

Authentication

Pagination

Expanding responses

Instances

Rate Limits

Lists all the Platform categorization rules.

List all Platform rules

Creates a new Platform categorization rule.

Create a Platform rule

Delete a Platform rule

Lists all the Instance categorization rules.

List all Instance rules

Creates a new Instance categorization rule.

Create an Instance rule

Delete an Instance rule

Create a Chart of Accounts Template

Lists all Chart of Accounts Templates for the Platform.

List all Chart of Accounts Templates

Retrieves details of an existing Chart of Accounts Template.

Retrieve a Chart of Accounts Template

Deletes a Chart of Accounts Template. Instances already using the Chart of Accounts Template will not be affected.

Delete a Chart of Accounts Template

Clones a Chart of Accounts Template and all its Ledger Templates.

Clone a Chart of Accounts Template

Creates a new Ledger Template within a Chart of Accounts Template.

Create a Ledger Template

Update a Ledger Template

Delete a Ledger Template

Retrieves the details of an existing Instance.

Retrieve an Instance

Deletes an Instance in the sandbox environment. To deactivate an Instance in a production environment, use the [Update Subscription](https://docs.teal.dev/api-reference/update-an-instance's-subscription) endpoint.

Delete an Instance

Updates the `start_date` or `name` of an Instance. `accounting_package` is not editable by design.

Update an Instance

Updates an Instance's `subscription`. Set to `tier0` to deactivate the Instance.

Update an Instance's subscription

Creates a new Instance based on the given parameters.

Create an Instance

Lists all Instances belonging to a Platform.

List all Instances

Assign a Bookkeeping Provider

Retrieves information about an existing Journal Entry.

Retrieve a Journal Entry

Updates an existing Journal Entry's details or Line Entries. When updating Line Entries in the Journal Entry, debit and credit amounts must equal.

Update a Journal Entry

Delete a Journal Entry

List all the Journal Entries an Instance.

List all Journal Entries

Creates a new Journal Entry object. The debit and credit amounts of the Line Entries must match.

Create a Journal Entry

Uploads a file and associates it with a Journal Entry.

Create a Journal Entry File

Deletes an existing file associated with a Journal Entry.

Delete a Journal Entry File

Retrieves an existing file associated with a Journal Entry.

Retrieve a Journal Entry File

List all Ledgers

Create a Ledger

Update a Ledger

Deletes a Ledger. Ledgers with line entries cannot be deleted.

Delete a Ledger

Sets the opening balance for a Ledger on the entries start date for the Instance, or updates opening balance if the Ledger already has one. Returns a journal entry.

Set a Ledger's opening balance

Returns the opening balance journal entry

Get all ledgers opening balances

Triggers a request for new transactions from a Ledger's data source, if it has one. Success or error messages will be sent via the `transactions.source` webhooks.

Check a Ledger for new transactions

Retrieves the Ledger's current balanced status and the most recent datetime it was balanced.

Retrieve a Ledger's balanced status

Update a Line Entry

Retrieves the category ID or IDs of a Line Entry.

Retrieve a Line Entry's categories

Lists all the Line Entries in a Journal Entry.

List all Line Entries in a Journal Entry

List all Line Entries in a Ledger

Get Ledger Payables

Create Payable

Get Payable

Update Payable

Delete Payable

Get Payable Status

Retrieves details about an existing Platform.

Retrieve Platform

Creates a URL for connecting an Instance to a QuickBooks Company file.

Create a QuickBooks Auth link

Get QuickBooks sources

Get Migrate Quickbooks Task

Migrate a QB instance. The migration is asynchronous.

Migrate Quickbooks Instance

Get Ledger Receivables

Create Receivable

Get Receivable

Update Receivable

Delete Receivable

Get Receivable Status

Retrieves the income statement for the business. Returns a list of ledger     summaries grouped by ledger `sub_type` and profit calculations.   Related     guide: [Income statement](https://docs.teal.dev/guides/reports/income_statement)

Retrieve the Income Statement

Retrieves the balance sheet for the business. Returns a list of ledger summaries grouped by ledger `type`. Requires a Tier 2 subscription.

Retrieve the Balance Sheet

Retrieves the cash flow report for the business. Returns an object with all ledgers whose balanced changed during the period and the starting and ending balances for each cash flow ledger.

Retrieve the Cash Flow Report

Retrieves a list of the cash flow data across all cash flow ledgers segmented by period.

API overview

Teal API Endpoints

API Migration

Retrieve a ledger statement

Authorizations

Headers

Query Parameters

Response