# Trial Balances

Retrieve trial balance reports for a given consent.

## Get trial balances

> Retrieves trial balances for the specified consent.\
> \
> \*\*System support\*\*\
> \
> \| System | Status |\
> \|---|---|\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/fortnox\\_20\\_20.svg>" alt="Fortnox" width="20" height="20" style="vertical-align:middle" /> Fortnox | ✅ Supported |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/bjorn-lunden\\_20\\_20.svg>" alt="Bjorn Lunden" width="20" height="20" style="vertical-align:middle" /> Bjorn Lunden | 🔧 Under development / beta release |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/spiris\\_20\\_20.svg>" alt="Spiris" width="20" height="20" style="vertical-align:middle" /> Spiris | ✅ Supported |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/tripletex\\_20\\_20.svg>" alt="Tripletex" width="20" height="20" style="vertical-align:middle" /> Tripletex | 📞 Not supported / contact us |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/visma-economic\\_20\\_20.svg>" alt="Visma e-conomic" width="20" height="20" style="vertical-align:middle" /> Visma e-conomic | ✅ Supported |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/billy\\_20\\_20.svg>" alt="Billy" width="20" height="20" style="vertical-align:middle" /> Billy | ✅ Supported |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/visma-dinero\\_20\\_20.svg>" alt="Visma Dinero" width="20" height="20" style="vertical-align:middle" /> Visma Dinero | ✅ Supported |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/finago-procountor\\_20\\_20.png>" alt="Procountor" width="20" height="20" style="vertical-align:middle" /> Procountor | ✅ Supported |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/visma-netvisor\\_20\\_20.svg>" alt="Visma Netvisor" width="20" height="20" style="vertical-align:middle" /> Visma Netvisor | 🔧 Under development / beta release |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/business-central\\_20\\_20.svg>" alt="Microsoft Business Central" width="20" height="20" style="vertical-align:middle" /> Microsoft Business Central | 📞 Not supported / contact us |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/exact-online\\_20\\_20.svg>" alt="Exact Online" width="20" height="20" style="vertical-align:middle" /> Exact Online | 📞 Not supported / contact us |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/quickbooks\\_20\\_20.png>" alt="QuickBooks" width="20" height="20" style="vertical-align:middle" /> QuickBooks | 📞 Not supported / contact us |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/xero\\_20\\_20.svg>" alt="Xero" width="20" height="20" style="vertical-align:middle" /> Xero | 📞 Not supported / contact us |\
> \| \<img src="<https://clients.zwapgrid.com/assets/logos/bokio\\_20\\_20.svg>" alt="Bokio" width="20" height="20" style="vertical-align:middle" /> Bokio | 📞 Not supported / contact us |

```json
{"openapi":"3.1.1","info":{"title":"Accounting API","version":"v1"},"tags":[{"name":"Trial Balances","description":"Retrieve trial balance reports for a given consent."}],"servers":[{"url":"https://apione.zwapgrid.com/accounting"}],"security":[{"ApiKey":[]}],"components":{"securitySchemes":{"ApiKey":{"type":"apiKey","description":"Use the API key to access all API endpoints.","name":"x-api-key","in":"header"}},"schemas":{"TrialBalancesDto":{"type":"object","properties":{"trialBalancePeriod":{"$ref":"#/components/schemas/PeriodDto"},"financialReport":{"$ref":"#/components/schemas/TrialBalancesFinancialReportDto"}},"additionalProperties":false,"description":"Represents a trial balance report for a given period."},"PeriodDto":{"type":"object","properties":{"startDate":{"type":["null","string"],"description":"Start date of the period."},"endDate":{"type":["null","string"],"description":"End date of the period."}},"additionalProperties":false,"description":"Represents a date period defined by a start and end date."},"TrialBalancesFinancialReportDto":{"type":"object","properties":{"accounts":{"type":["null","array"],"items":{"$ref":"#/components/schemas/AccountTrialBalanceDto"},"description":"Collection of account-level trial balance entries."},"categories":{"type":["null","array"],"items":{"$ref":"#/components/schemas/TrialBalanceCategoryDto"},"description":"Collection of trial balance categories."}},"additionalProperties":false,"description":"Represents the financial report structure for a trial balance."},"AccountTrialBalanceDto":{"type":"object","properties":{"accountingAccount":{"$ref":"#/components/schemas/AccountingAccountDto"},"endingBalance":{"$ref":"#/components/schemas/FinancialReportBalanceDto"},"accountMovement":{"$ref":"#/components/schemas/FinancialReportBalanceDto"}},"additionalProperties":false,"description":"Represents a trial balance entry for a specific accounting account."},"AccountingAccountDto":{"type":"object","properties":{"id":{"type":["null","string"],"description":"Unique identifier generated by the accounting system."},"accountingAccountId":{"type":["null","string"],"description":"Deprecated. Use ZG.AccountingService.AccountingModels.Dtos.Output.AccountingAccountDto.Reference instead. (Deprecated: Use Reference instead.)","deprecated":true},"reference":{"type":["null","string"],"description":"External reference or number assigned to the account."},"standardAccountingAccountId":{"type":["null","string"],"description":"Standard accounting account identifier used for classification."},"name":{"type":["null","string"],"description":"Display name of the accounting account."},"active":{"type":["null","boolean"],"description":"Indicates whether the account is active."},"postable":{"type":["null","boolean"],"description":"Indicates whether transactions can be posted to the account."},"description":{"description":"Deprecated: Use Descriptions instead.","deprecated":true,"$ref":"#/components/schemas/DescriptionDto"},"descriptions":{"type":["null","array"],"items":{"$ref":"#/components/schemas/DescriptionDto"},"description":"Collection of descriptions for the accounting account."},"accountingAccountTypeCode":{"$ref":"#/components/schemas/PriceTypeCodeDto"},"financialDimensions":{"type":["null","array"],"items":{"$ref":"#/components/schemas/FinancialDimensionDto"},"description":"Collection of financial dimensions associated with the account."}},"additionalProperties":false,"description":"Represents an accounting account in the chart of accounts."},"DescriptionDto":{"type":"object","properties":{"text":{"type":["null","string"],"description":"Content of the description."},"languageId":{"type":["null","string"],"description":"ISO 639-2 three-letter language code for the associated text, for example `ENG`, `SWE`, `DAN`, or `FIN`. Omit this value when the source system does not provide a language."}},"additionalProperties":false,"description":"Represents a description with an optional language identifier."},"PriceTypeCodeDto":{"type":"object","properties":{"code":{"type":["null","string"],"description":"Price type code value."},"listId":{"type":["null","string"],"description":"Identifier of the code list the code belongs to."}},"additionalProperties":false,"description":"Represents a price type classification code."},"FinancialDimensionDto":{"type":"object","properties":{"id":{"type":["null","string"],"description":"Unique identifier for the financial dimension."},"reference":{"type":["null","string"],"description":"Reference code for the financial dimension."},"type":{"type":["null","string"],"description":"Type or code of the financial dimension as exposed by the connected accounting system.\n\nKnown values currently emitted by supported connectors include:\n\n- businessGroup\n- campaign\n- costBearer\n- costCode\n- costUnit\n- customerGroup\n- department\n- employee\n- product\n- project\n- purchaser\n- salesPerson\n- salesRegion\n- supplierGroup\n\nSome connectors can also return additional system-specific dimension codes (for example custom Business Central dimension codes)."},"name":{"type":["null","string"],"description":"Display name of the financial dimension."},"description":{"type":["null","string"],"description":"Description of the financial dimension."},"isActive":{"type":["null","boolean"],"description":"Indicates whether the financial dimension is active."}},"additionalProperties":false,"description":"Represents a financial dimension used to assign granularity to financial reports (e.g. cost center, project)."},"FinancialReportBalanceDto":{"type":"object","properties":{"baseCurrencies":{"type":["null","array"],"items":{"$ref":"#/components/schemas/BaseCurrencyDto"},"description":"Collection of base currency amounts for the balance."}},"additionalProperties":false,"description":"Represents a balance in a financial report expressed in one or more currencies."},"BaseCurrencyDto":{"type":"object","properties":{"currencyId":{"type":["null","string"],"description":"Currency code identifier (e.g. SEK, EUR)."},"baseAmount":{"type":"number","description":"Monetary amount in the base currency.","format":"double"}},"additionalProperties":false,"description":"Represents a monetary amount in a specific base currency."},"TrialBalanceCategoryDto":{"type":"object","properties":{"descriptions":{"type":["null","array"],"items":{"$ref":"#/components/schemas/NoteDto"},"description":"Collection of descriptions for the category."},"endingBalance":{"$ref":"#/components/schemas/FinancialReportBalanceDto"},"accountMovement":{"$ref":"#/components/schemas/FinancialReportBalanceDto"},"subCategories":{"type":["null","array"],"items":{"$ref":"#/components/schemas/TrialBalanceCategoryDto"},"description":"Collection of child categories within this category."},"accounts":{"type":["null","array"],"items":{"$ref":"#/components/schemas/AccountTrialBalanceDto"},"description":"Collection of account-level trial balance entries within this category."}},"additionalProperties":false,"description":"Represents a category within a trial balance report, supporting hierarchical sub-categories."},"NoteDto":{"type":"object","properties":{"text":{"type":["null","string"],"description":"Content of the note."},"languageId":{"type":["null","string"],"description":"ISO 639-2 three-letter language code for the associated text, for example `ENG`, `SWE`, `DAN`, or `FIN`. Omit this value when the source system does not provide a language."}},"additionalProperties":false,"description":"Represents a textual note with an optional language identifier."},"ProblemDetails":{"type":"object","properties":{"type":{"type":["null","string"]},"title":{"type":["null","string"]},"status":{"type":["null","integer"],"format":"int32"},"detail":{"type":["null","string"]},"instance":{"type":["null","string"]}},"additionalProperties":{}}}},"paths":{"/api/v2/consents/{consentId}/trialbalances":{"get":{"tags":["Trial Balances"],"summary":"Get trial balances","description":"Retrieves trial balances for the specified consent.\n\n**System support**\n\n| System | Status |\n|---|---|\n| <img src=\"https://clients.zwapgrid.com/assets/logos/fortnox_20_20.svg\" alt=\"Fortnox\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Fortnox | ✅ Supported |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/bjorn-lunden_20_20.svg\" alt=\"Bjorn Lunden\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Bjorn Lunden | 🔧 Under development / beta release |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/spiris_20_20.svg\" alt=\"Spiris\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Spiris | ✅ Supported |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/tripletex_20_20.svg\" alt=\"Tripletex\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Tripletex | 📞 Not supported / contact us |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/visma-economic_20_20.svg\" alt=\"Visma e-conomic\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Visma e-conomic | ✅ Supported |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/billy_20_20.svg\" alt=\"Billy\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Billy | ✅ Supported |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/visma-dinero_20_20.svg\" alt=\"Visma Dinero\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Visma Dinero | ✅ Supported |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/finago-procountor_20_20.png\" alt=\"Procountor\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Procountor | ✅ Supported |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/visma-netvisor_20_20.svg\" alt=\"Visma Netvisor\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Visma Netvisor | 🔧 Under development / beta release |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/business-central_20_20.svg\" alt=\"Microsoft Business Central\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Microsoft Business Central | 📞 Not supported / contact us |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/exact-online_20_20.svg\" alt=\"Exact Online\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Exact Online | 📞 Not supported / contact us |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/quickbooks_20_20.png\" alt=\"QuickBooks\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> QuickBooks | 📞 Not supported / contact us |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/xero_20_20.svg\" alt=\"Xero\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Xero | 📞 Not supported / contact us |\n| <img src=\"https://clients.zwapgrid.com/assets/logos/bokio_20_20.svg\" alt=\"Bokio\" width=\"20\" height=\"20\" style=\"vertical-align:middle\" /> Bokio | 📞 Not supported / contact us |","operationId":"ListTrialBalances","parameters":[{"name":"consentId","in":"path","description":"Identifier of the consent representing the connection to the accounting system.","required":true,"schema":{"type":"string","format":"uuid"}},{"name":"StartDate","in":"query","description":"Start date for the trial balance period. Format: yyyy-MM-dd.","schema":{"type":"string","format":"date"}},{"name":"EndDate","in":"query","description":"End date for the trial balance period. Format: yyyy-MM-dd.","schema":{"type":"string","format":"date"}},{"name":"Level","in":"query","description":"Heading level depth for the trial balance. Range: 1-5.","schema":{"maximum":5,"minimum":1,"type":"integer","format":"int32"}},{"name":"x-correlation-id","in":"header","description":"Unique identifier used to correlate and trace this request.","required":true,"schema":{"type":"string","format":"uuid"}}],"responses":{"200":{"description":"Returns the requested trial balances.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/TrialBalancesDto"}}}},"401":{"description":"Missing or invalid authentication credentials.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ProblemDetails"}}}},"403":{"description":"Not authorized to access this resource.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ProblemDetails"}}}},"404":{"description":"The requested trial balances were not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ProblemDetails"}}}},"501":{"description":"This operation is not supported by the connected accounting system.","content":{"application/json":{}}}}}}}}
```


---

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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.zwapgrid.com/api-guide/accounting-api-guide/trial-balances.md?ask=<question>
```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

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