Retrieve the Income Statement

GET

reports

income-statement

Authorizations

Authorization

string

headerrequired

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

teal-instance-id

string

required

The Teal instance ID

Query Parameters

start_date

string

required

Only include data after the start date (inclusive).

end_date

string

required

Only include data before the end date (inclusive).

time_zone

enum<string>

default: UTC

Time Zone Identifier

Available options:

Africa/Abidjan,

Africa/Accra,

Africa/Addis_Ababa,

Africa/Algiers,

Africa/Asmara,

Africa/Asmera,

Africa/Bamako,

Africa/Bangui,

Africa/Banjul,

Africa/Bissau,

Africa/Blantyre,

Africa/Brazzaville,

Africa/Bujumbura,

Africa/Cairo,

Africa/Casablanca,

Africa/Ceuta,

Africa/Conakry,

Africa/Dakar,

Africa/Dar_es_Salaam,

Africa/Djibouti,

Africa/Douala,

Africa/El_Aaiun,

Africa/Freetown,

Africa/Gaborone,

Africa/Harare,

Africa/Johannesburg,

Africa/Juba,

Africa/Kampala,

Africa/Khartoum,

Africa/Kigali,

Africa/Kinshasa,

Africa/Lagos,

Africa/Libreville,

Africa/Lome,

Africa/Luanda,

Africa/Lubumbashi,

Africa/Lusaka,

Africa/Malabo,

Africa/Maputo,

Africa/Maseru,

Africa/Mbabane,

Africa/Mogadishu,

Africa/Monrovia,

Africa/Nairobi,

Africa/Ndjamena,

Africa/Niamey,

Africa/Nouakchott,

Africa/Ouagadougou,

Africa/Porto-Novo,

Africa/Sao_Tome,

Africa/Timbuktu,

Africa/Tripoli,

Africa/Tunis,

Africa/Windhoek,

America/Adak,

America/Anchorage,

America/Anguilla,

America/Antigua,

America/Araguaina,

America/Argentina/Buenos_Aires,

America/Argentina/Catamarca,

America/Argentina/ComodRivadavia,

America/Argentina/Cordoba,

America/Argentina/Jujuy,

America/Argentina/La_Rioja,

America/Argentina/Mendoza,

America/Argentina/Rio_Gallegos,

America/Argentina/Salta,

America/Argentina/San_Juan,

America/Argentina/San_Luis,

America/Argentina/Tucuman,

America/Argentina/Ushuaia,

America/Aruba,

America/Asuncion,

America/Atikokan,

America/Atka,

America/Bahia,

America/Bahia_Banderas,

America/Barbados,

America/Belem,

America/Belize,

America/Blanc-Sablon,

America/Boa_Vista,

America/Bogota,

America/Boise,

America/Buenos_Aires,

America/Cambridge_Bay,

America/Campo_Grande,

America/Cancun,

America/Caracas,

America/Catamarca,

America/Cayenne,

America/Cayman,

America/Chicago,

America/Chihuahua,

America/Ciudad_Juarez,

America/Coral_Harbour,

America/Cordoba,

America/Costa_Rica,

America/Creston,

America/Cuiaba,

America/Curacao,

America/Danmarkshavn,

America/Dawson,

America/Dawson_Creek,

America/Denver,

America/Detroit,

America/Dominica,

America/Edmonton,

America/Eirunepe,

America/El_Salvador,

America/Ensenada,

America/Fort_Nelson,

America/Fort_Wayne,

America/Fortaleza,

America/Glace_Bay,

America/Godthab,

America/Goose_Bay,

America/Grand_Turk,

America/Grenada,

America/Guadeloupe,

America/Guatemala,

America/Guayaquil,

America/Guyana,

America/Halifax,

America/Havana,

America/Hermosillo,

America/Indiana/Indianapolis,

America/Indiana/Knox,

America/Indiana/Marengo,

America/Indiana/Petersburg,

America/Indiana/Tell_City,

America/Indiana/Vevay,

America/Indiana/Vincennes,

America/Indiana/Winamac,

America/Indianapolis,

America/Inuvik,

America/Iqaluit,

America/Jamaica,

America/Jujuy,

America/Juneau,

America/Kentucky/Louisville,

America/Kentucky/Monticello,

America/Knox_IN,

America/Kralendijk,

America/La_Paz,

America/Lima,

America/Los_Angeles,

America/Louisville,

America/Lower_Princes,

America/Maceio,

America/Managua,

America/Manaus,

America/Marigot,

America/Martinique,

America/Matamoros,

America/Mazatlan,

America/Mendoza,

America/Menominee,

America/Merida,

America/Metlakatla,

America/Mexico_City,

America/Miquelon,

America/Moncton,

America/Monterrey,

America/Montevideo,

America/Montreal,

America/Montserrat,

America/Nassau,

America/New_York,

America/Nipigon,

America/Nome,

America/Noronha,

America/North_Dakota/Beulah,

America/North_Dakota/Center,

America/North_Dakota/New_Salem,

America/Nuuk,

America/Ojinaga,

America/Panama,

America/Pangnirtung,

America/Paramaribo,

America/Phoenix,

America/Port-au-Prince,

America/Port_of_Spain,

America/Porto_Acre,

America/Porto_Velho,

America/Puerto_Rico,

America/Punta_Arenas,

America/Rainy_River,

America/Rankin_Inlet,

America/Recife,

America/Regina,

America/Resolute,

America/Rio_Branco,

America/Rosario,

America/Santa_Isabel,

America/Santarem,

America/Santiago,

America/Santo_Domingo,

America/Sao_Paulo,

America/Scoresbysund,

America/Shiprock,

America/Sitka,

America/St_Barthelemy,

America/St_Johns,

America/St_Kitts,

America/St_Lucia,

America/St_Thomas,

America/St_Vincent,

America/Swift_Current,

America/Tegucigalpa,

America/Thule,

America/Thunder_Bay,

America/Tijuana,

America/Toronto,

America/Tortola,

America/Vancouver,

America/Virgin,

America/Whitehorse,

America/Winnipeg,

America/Yakutat,

America/Yellowknife,

Antarctica/Casey,

Antarctica/Davis,

Antarctica/DumontDUrville,

Antarctica/Macquarie,

Antarctica/Mawson,

Antarctica/McMurdo,

Antarctica/Palmer,

Antarctica/Rothera,

Antarctica/South_Pole,

Antarctica/Syowa,

Antarctica/Troll,

Antarctica/Vostok,

Arctic/Longyearbyen,

Asia/Aden,

Asia/Almaty,

Asia/Amman,

Asia/Anadyr,

Asia/Aqtau,

Asia/Aqtobe,

Asia/Ashgabat,

Asia/Ashkhabad,

Asia/Atyrau,

Asia/Baghdad,

Asia/Bahrain,

Asia/Baku,

Asia/Bangkok,

Asia/Barnaul,

Asia/Beirut,

Asia/Bishkek,

Asia/Brunei,

Asia/Calcutta,

Asia/Chita,

Asia/Choibalsan,

Asia/Chongqing,

Asia/Chungking,

Asia/Colombo,

Asia/Dacca,

Asia/Damascus,

Asia/Dhaka,

Asia/Dili,

Asia/Dubai,

Asia/Dushanbe,

Asia/Famagusta,

Asia/Gaza,

Asia/Harbin,

Asia/Hebron,

Asia/Ho_Chi_Minh,

Asia/Hong_Kong,

Asia/Hovd,

Asia/Irkutsk,

Asia/Istanbul,

Asia/Jakarta,

Asia/Jayapura,

Asia/Jerusalem,

Asia/Kabul,

Asia/Kamchatka,

Asia/Karachi,

Asia/Kashgar,

Asia/Kathmandu,

Asia/Katmandu,

Asia/Khandyga,

Asia/Kolkata,

Asia/Krasnoyarsk,

Asia/Kuala_Lumpur,

Asia/Kuching,

Asia/Kuwait,

Asia/Macao,

Asia/Macau,

Asia/Magadan,

Asia/Makassar,

Asia/Manila,

Asia/Muscat,

Asia/Nicosia,

Asia/Novokuznetsk,

Asia/Novosibirsk,

Asia/Omsk,

Asia/Oral,

Asia/Phnom_Penh,

Asia/Pontianak,

Asia/Pyongyang,

Asia/Qatar,

Asia/Qostanay,

Asia/Qyzylorda,

Asia/Rangoon,

Asia/Riyadh,

Asia/Saigon,

Asia/Sakhalin,

Asia/Samarkand,

Asia/Seoul,

Asia/Shanghai,

Asia/Singapore,

Asia/Srednekolymsk,

Asia/Taipei,

Asia/Tashkent,

Asia/Tbilisi,

Asia/Tehran,

Asia/Tel_Aviv,

Asia/Thimbu,

Asia/Thimphu,

Asia/Tokyo,

Asia/Tomsk,

Asia/Ujung_Pandang,

Asia/Ulaanbaatar,

Asia/Ulan_Bator,

Asia/Urumqi,

Asia/Ust-Nera,

Asia/Vientiane,

Asia/Vladivostok,

Asia/Yakutsk,

Asia/Yangon,

Asia/Yekaterinburg,

Asia/Yerevan,

Atlantic/Azores,

Atlantic/Bermuda,

Atlantic/Canary,

Atlantic/Cape_Verde,

Atlantic/Faeroe,

Atlantic/Faroe,

Atlantic/Jan_Mayen,

Atlantic/Madeira,

Atlantic/Reykjavik,

Atlantic/South_Georgia,

Atlantic/St_Helena,

Atlantic/Stanley,

Australia/ACT,

Australia/Adelaide,

Australia/Brisbane,

Australia/Broken_Hill,

Australia/Canberra,

Australia/Currie,

Australia/Darwin,

Australia/Eucla,

Australia/Hobart,

Australia/LHI,

Australia/Lindeman,

Australia/Lord_Howe,

Australia/Melbourne,

Australia/NSW,

Australia/North,

Australia/Perth,

Australia/Queensland,

Australia/South,

Australia/Sydney,

Australia/Tasmania,

Australia/Victoria,

Australia/West,

Australia/Yancowinna,

Brazil/Acre,

Brazil/DeNoronha,

Brazil/East,

Brazil/West,

CET,

CST6CDT,

Canada/Atlantic,

Canada/Central,

Canada/Eastern,

Canada/Mountain,

Canada/Newfoundland,

Canada/Pacific,

Canada/Saskatchewan,

Canada/Yukon,

Chile/Continental,

Chile/EasterIsland,

Cuba,

EET,

EST,

EST5EDT,

Egypt,

Eire,

Etc/GMT,

Etc/GMT+0,

Etc/GMT+1,

Etc/GMT+10,

Etc/GMT+11,

Etc/GMT+12,

Etc/GMT+2,

Etc/GMT+3,

Etc/GMT+4,

Etc/GMT+5,

Etc/GMT+6,

Etc/GMT+7,

Etc/GMT+8,

Etc/GMT+9,

Etc/GMT-0,

Etc/GMT-1,

Etc/GMT-10,

Etc/GMT-11,

Etc/GMT-12,

Etc/GMT-13,

Etc/GMT-14,

Etc/GMT-2,

Etc/GMT-3,

Etc/GMT-4,

Etc/GMT-5,

Etc/GMT-6,

Etc/GMT-7,

Etc/GMT-8,

Etc/GMT-9,

Etc/GMT0,

Etc/Greenwich,

Etc/UCT,

Etc/UTC,

Etc/Universal,

Etc/Zulu,

Europe/Amsterdam,

Europe/Andorra,

Europe/Astrakhan,

Europe/Athens,

Europe/Belfast,

Europe/Belgrade,

Europe/Berlin,

Europe/Bratislava,

Europe/Brussels,

Europe/Bucharest,

Europe/Budapest,

Europe/Busingen,

Europe/Chisinau,

Europe/Copenhagen,

Europe/Dublin,

Europe/Gibraltar,

Europe/Guernsey,

Europe/Helsinki,

Europe/Isle_of_Man,

Europe/Istanbul,

Europe/Jersey,

Europe/Kaliningrad,

Europe/Kiev,

Europe/Kirov,

Europe/Kyiv,

Europe/Lisbon,

Europe/Ljubljana,

Europe/London,

Europe/Luxembourg,

Europe/Madrid,

Europe/Malta,

Europe/Mariehamn,

Europe/Minsk,

Europe/Monaco,

Europe/Moscow,

Europe/Nicosia,

Europe/Oslo,

Europe/Paris,

Europe/Podgorica,

Europe/Prague,

Europe/Riga,

Europe/Rome,

Europe/Samara,

Europe/San_Marino,

Europe/Sarajevo,

Europe/Saratov,

Europe/Simferopol,

Europe/Skopje,

Europe/Sofia,

Europe/Stockholm,

Europe/Tallinn,

Europe/Tirane,

Europe/Tiraspol,

Europe/Ulyanovsk,

Europe/Uzhgorod,

Europe/Vaduz,

Europe/Vatican,

Europe/Vienna,

Europe/Vilnius,

Europe/Volgograd,

Europe/Warsaw,

Europe/Zagreb,

Europe/Zaporozhye,

Europe/Zurich,

Factory,

GB,

GB-Eire,

GMT,

GMT+0,

GMT-0,

GMT0,

Greenwich,

HST,

Hongkong,

Iceland,

Indian/Antananarivo,

Indian/Chagos,

Indian/Christmas,

Indian/Cocos,

Indian/Comoro,

Indian/Kerguelen,

Indian/Mahe,

Indian/Maldives,

Indian/Mauritius,

Indian/Mayotte,

Indian/Reunion,

Iran,

Israel,

Jamaica,

Japan,

Kwajalein,

Libya,

MET,

MST,

MST7MDT,

Mexico/BajaNorte,

Mexico/BajaSur,

Mexico/General,

NZ,

NZ-CHAT,

Navajo,

PRC,

PST8PDT,

Pacific/Apia,

Pacific/Auckland,

Pacific/Bougainville,

Pacific/Chatham,

Pacific/Chuuk,

Pacific/Easter,

Pacific/Efate,

Pacific/Enderbury,

Pacific/Fakaofo,

Pacific/Fiji,

Pacific/Funafuti,

Pacific/Galapagos,

Pacific/Gambier,

Pacific/Guadalcanal,

Pacific/Guam,

Pacific/Honolulu,

Pacific/Johnston,

Pacific/Kanton,

Pacific/Kiritimati,

Pacific/Kosrae,

Pacific/Kwajalein,

Pacific/Majuro,

Pacific/Marquesas,

Pacific/Midway,

Pacific/Nauru,

Pacific/Niue,

Pacific/Norfolk,

Pacific/Noumea,

Pacific/Pago_Pago,

Pacific/Palau,

Pacific/Pitcairn,

Pacific/Pohnpei,

Pacific/Ponape,

Pacific/Port_Moresby,

Pacific/Rarotonga,

Pacific/Saipan,

Pacific/Samoa,

Pacific/Tahiti,

Pacific/Tarawa,

Pacific/Tongatapu,

Pacific/Truk,

Pacific/Wake,

Pacific/Wallis,

Pacific/Yap,

Poland,

Portugal,

ROC,

ROK,

Singapore,

Turkey,

UCT,

US/Alaska,

US/Aleutian,

US/Arizona,

US/Central,

US/East-Indiana,

US/Eastern,

US/Hawaii,

US/Indiana-Starke,

US/Michigan,

US/Mountain,

US/Pacific,

US/Samoa,

UTC,

Universal,

W-SU,

WET,

Zulu

tag_ids

string[] | null

Comma-separated list of tag IDs for filtering. Requires a Tier 3 subscription

include_empty

boolean

default: true

Whether to include empty ledgers with no line entries. Only available for Platform GL instances.

Response

200 - application/json

records

object[] | null

A list of Records that represents either a ledger, a groups of ledgers, or a profit metric.

Records that are groups of ledgers are grouped by income statement sub_type: operating_revenues, cost_of_goods_sold, operating_expenses, other_expenses and other_income. Records that are profit metrics calculate total net sales, gross profit, total operating profit, and net profit.

The list of Records will always be returned in the following order:

Operating revenue ledgers (group)
Total net sales (calculation)
Cost of goods sold (group)
Gross profit (calculation)
Operating expenses (group)
Total operating profit (calculation)
Other expenses (group)
Other income (group)
Net profit (calculation)

Within each sub_type group, Ledger objects are ordered by sort_code.

records.amount

number

required

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

records.debit_credit

enum<string> | null

Indicates if the ledger is a credit or debit ledger.

Required if financial_account_type is not specified.

Available options:

debit,

credit

records.ledger_id

string | null

The ID of the Ledger object.

records.name

string

required

The name of the ledger.

records.parent_id

string | null

If the Ledger is a child Ledger, the ID of the parent Ledger object.

records.sort_code

string | null

Determines the display order in reports, ordered digit by digit, starting from the leftmost position. For example, 20010 will come before 3050.

records.sub_type

string | null

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

Required if financial_account_type is not specified.

records.total_amount

number

required

The sum, in decimal dollar cents, of the ledger amount and the amount of all child ledgers, if any.

records.type

enum<string> | null

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.

Available options:

asset,

liability,

equity,

revenue,

expense

records.children

object[] | null

If the Ledger has any children, a list of the Ledger objects.

records.children.amount

number

required

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

records.children.debit_credit

enum<string> | null

Indicates if the ledger is a credit or debit ledger.

Required if financial_account_type is not specified.

Available options:

debit,

credit

records.children.ledger_id

string | null

The ID of the Ledger object.

records.children.name

string

required

The name of the ledger.

records.children.parent_id

string | null

If the Ledger is a child Ledger, the ID of the parent Ledger object.

records.children.sort_code

string | null

Determines the display order in reports, ordered digit by digit, starting from the leftmost position. For example, 20010 will come before 3050.

records.children.sub_type

string | null

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

Required if financial_account_type is not specified.

records.children.total_amount

number

required

The sum, in decimal dollar cents, of the ledger amount and the amount of all child ledgers, if any.

records.children.type

enum<string> | null

    Required if `financial_account_type` is not specified.

Available options:

asset,

liability,

equity,

revenue,

expense

records.children.children

object[] | null

If the Ledger has any children, a list of the Ledger objects.

records.children.children.amount

number

required

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

records.children.children.debit_credit

enum<string> | null

Indicates if the ledger is a credit or debit ledger.

Required if financial_account_type is not specified.

Available options:

debit,

credit

records.children.children.ledger_id

string | null

The ID of the Ledger object.

records.children.children.name

string

required

The name of the ledger.

records.children.children.parent_id

string | null

If the Ledger is a child Ledger, the ID of the parent Ledger object.

records.children.children.sort_code

string | null

Determines the display order in reports, ordered digit by digit, starting from the leftmost position. For example, 20010 will come before 3050.

records.children.children.sub_type

string | null

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

Required if financial_account_type is not specified.

records.children.children.total_amount

number

required

The sum, in decimal dollar cents, of the ledger amount and the amount of all child ledgers, if any.

records.children.children.type

enum<string> | null

    Required if `financial_account_type` is not specified.

Available options:

asset,

liability,

equity,

revenue,

expense

records.children.children.children

object[] | null

If the Ledger has any children, a list of the Ledger objects.

records.children.children.children.amount

number

required

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

records.children.children.children.debit_credit

enum<string> | null

Indicates if the ledger is a credit or debit ledger.

Required if financial_account_type is not specified.

Available options:

debit,

credit

records.children.children.children.ledger_id

string | null

The ID of the Ledger object.

records.children.children.children.name

string

required

The name of the ledger.

records.children.children.children.parent_id

string | null

If the Ledger is a child Ledger, the ID of the parent Ledger object.

records.children.children.children.sort_code

string | null

Determines the display order in reports, ordered digit by digit, starting from the leftmost position. For example, 20010 will come before 3050.

records.children.children.children.sub_type

string | null

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

Required if financial_account_type is not specified.

records.children.children.children.total_amount

number

required

The sum, in decimal dollar cents, of the ledger amount and the amount of all child ledgers, if any.

records.children.children.children.type

enum<string> | null

    Required if `financial_account_type` is not specified.

Available options:

asset,

liability,

equity,

revenue,

expense

records.children.children.children.children

object[] | null

If the Ledger has any children, a list of the Ledger objects.

Delete Receivable Adjustment Retrieve the Balance Sheet

API overview

Teal API Endpoints

API Migration

Retrieve the Income Statement

Authorizations

Headers

Query Parameters

Response