Income Statements

The IncomeStatement object is used to represent a company's income statements.

The IncomeStatement object

Properties

idString
Required
remote_idString
Optional
The third-party API ID of the matching object.
remote_dataRemoteData[]
Optional
nameString
Optional
The income statement's name.
start_periodString
Optional
The income statement's start period.
end_periodString
Optional
The income statement's end period.
incomeReportItem[]
Required

The ReportItem object

The ReportItem object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.
JSON
{
  "remote_id": "10299",
  "name": "Revenue",
  "value": 1000,
  "sub_items": [
    {
      "remote_id": "10300",
      "name": "Revenue - San Francisco",
      "value": 500,
      "sub_items": []
    },
    {
      "remote_id": "10301",
      "name": "Revenue - New York",
      "value": 500,
      "sub_items": []
    }
  ]
}

Properties

remote_idString
Optional
The third-party API ID of the matching object.
nameString
Optional
The report item's name.
valueNumber
Optional
The report item's value.
sub_itemsObject
Required
cost_of_salesReportItem[]
Required

The ReportItem object

The ReportItem object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.
JSON
{
  "remote_id": "10299",
  "name": "Revenue",
  "value": 1000,
  "sub_items": [
    {
      "remote_id": "10300",
      "name": "Revenue - San Francisco",
      "value": 500,
      "sub_items": []
    },
    {
      "remote_id": "10301",
      "name": "Revenue - New York",
      "value": 500,
      "sub_items": []
    }
  ]
}

Properties

remote_idString
Optional
The third-party API ID of the matching object.
nameString
Optional
The report item's name.
valueNumber
Optional
The report item's value.
sub_itemsObject
Required
gross_profitNumber
Optional
The income statement's gross profit.
operating_expensesReportItem[]
Required

The ReportItem object

The ReportItem object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.
JSON
{
  "remote_id": "10299",
  "name": "Revenue",
  "value": 1000,
  "sub_items": [
    {
      "remote_id": "10300",
      "name": "Revenue - San Francisco",
      "value": 500,
      "sub_items": []
    },
    {
      "remote_id": "10301",
      "name": "Revenue - New York",
      "value": 500,
      "sub_items": []
    }
  ]
}

Properties

remote_idString
Optional
The third-party API ID of the matching object.
nameString
Optional
The report item's name.
valueNumber
Optional
The report item's value.
sub_itemsObject
Required
net_operating_incomeNumber
Optional
The income statement's net operating profit.
non_operating_expensesReportItem[]
Required

The ReportItem object

The ReportItem object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.
JSON
{
  "remote_id": "10299",
  "name": "Revenue",
  "value": 1000,
  "sub_items": [
    {
      "remote_id": "10300",
      "name": "Revenue - San Francisco",
      "value": 500,
      "sub_items": []
    },
    {
      "remote_id": "10301",
      "name": "Revenue - New York",
      "value": 500,
      "sub_items": []
    }
  ]
}

Properties

remote_idString
Optional
The third-party API ID of the matching object.
nameString
Optional
The report item's name.
valueNumber
Optional
The report item's value.
sub_itemsObject
Required
net_incomeNumber
Optional
The income statement's net income.
remote_was_deletedBoolean
Required
Indicates whether or not this object has been deleted by third party webhooks.
The IncomeStatement object
JSON
{
  "id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "remote_id": "1342348",
  "remote_data": [
    {
      "path": "/actions",
      "data": [
        "Varies by platform"
      ]
    }
  ],
  "name": "IncomeStatement",
  "start_period": "2022-08-09T22:02:11.601Z",
  "end_period": "2022-08-09T22:02:11.601Z",
  "income": [
    {
      "remote_id": "10299",
      "name": "Total Income",
      "value": 325,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Landscaping Services",
          "value": 425,
          "sub_items": null
        },
        {
          "remote_id": "10201",
          "name": "Pest Control Services",
          "value": -100,
          "sub_items": null
        }
      ]
    }
  ],
  "cost_of_sales": [
    {
      "remote_id": "10299",
      "name": "Total COGS",
      "value": 25,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Supplies",
          "value": 10,
          "sub_items": null
        }
      ]
    }
  ],
  "gross_profit": 300,
  "operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Operating Expenses",
      "value": 100,
      "sub_items": null
    }
  ],
  "net_operating_income": 200,
  "non_operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Non-Operating Expenses",
      "value": 100,
      "sub_items": null
    }
  ],
  "net_income": 100,
  "remote_was_deleted": true
}
GET

/income-statements

Returns a list of IncomeStatement objects.


Header Parameters

AuthorizationString
Required
Token-based authentication with required prefix "Bearer"
X-Account-TokenString
Required
Token identifying the end user.

Query & Path Parameters

created_afterString
Optional
If provided, will only return objects created after this datetime.
created_beforeString
Optional
If provided, will only return objects created before this datetime.
cursorString
Optional
The pagination cursor value.
include_deleted_dataBoolean
Optional
Whether to include data that was marked as deleted by third party webhooks.
include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.
modified_afterString
Optional
If provided, will only return objects modified after this datetime.
modified_beforeString
Optional
If provided, will only return objects modified before this datetime.
page_sizeInteger
Optional
Number of results to return per page.
remote_idString
Optional
The API provider's ID for the given object.
Response
JSON
{
  "next": "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw",
  "previous": "cj1sZXdwd2VycWVtY29zZnNkc2NzUWxNMEUxTXk0ME16UXpNallsTWtJ",
  "results": [
    {
      "id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
      "remote_id": "1342348",
      "remote_data": [
        {
          "path": "/actions",
          "data": [
            "Varies by platform"
          ]
        }
      ],
      "name": "IncomeStatement",
      "start_period": "2022-08-09T22:02:11.608Z",
      "end_period": "2022-08-09T22:02:11.608Z",
      "income": [
        {
          "remote_id": "10299",
          "name": "Total Income",
          "value": 325,
          "sub_items": [
            {
              "remote_id": "10200",
              "name": "Landscaping Services",
              "value": 425,
              "sub_items": null
            },
            {
              "remote_id": "10201",
              "name": "Pest Control Services",
              "value": -100,
              "sub_items": null
            }
          ]
        }
      ],
      "cost_of_sales": [
        {
          "remote_id": "10299",
          "name": "Total COGS",
          "value": 25,
          "sub_items": [
            {
              "remote_id": "10200",
              "name": "Supplies",
              "value": 10,
              "sub_items": null
            }
          ]
        }
      ],
      "gross_profit": 300,
      "operating_expenses": [
        {
          "remote_id": "10299",
          "name": "Total Operating Expenses",
          "value": 100,
          "sub_items": null
        }
      ],
      "net_operating_income": 200,
      "non_operating_expenses": [
        {
          "remote_id": "10299",
          "name": "Total Non-Operating Expenses",
          "value": 100,
          "sub_items": null
        }
      ],
      "net_income": 100,
      "remote_was_deleted": true
    }
  ]
}
Field support by platform

QuickBooks Online

QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

end_periodString
gross_profitNumber
nameString
net_incomeNumber
net_operating_incomeNumber
remote_dataRemoteData[]
start_periodString

Xero

Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

end_periodString
gross_profitNumber
nameString
net_incomeNumber
net_operating_incomeNumber
remote_dataRemoteData[]
start_periodString
Not seeing a platform that you're looking for? Submit a request for it here.
Hint: Use the /linked-accounts endpoint to pull platform support information.
GET

/income-statements/{id}

Returns an IncomeStatement object with the given id.


Header Parameters

AuthorizationString
Required
Token-based authentication with required prefix "Bearer"
X-Account-TokenString
Required
Token identifying the end user.

Query & Path Parameters

idString
Required
include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.
Response
JSON
{
  "id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "remote_id": "1342348",
  "remote_data": [
    {
      "path": "/actions",
      "data": [
        "Varies by platform"
      ]
    }
  ],
  "name": "IncomeStatement",
  "start_period": "2022-08-09T22:02:11.614Z",
  "end_period": "2022-08-09T22:02:11.614Z",
  "income": [
    {
      "remote_id": "10299",
      "name": "Total Income",
      "value": 325,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Landscaping Services",
          "value": 425,
          "sub_items": null
        },
        {
          "remote_id": "10201",
          "name": "Pest Control Services",
          "value": -100,
          "sub_items": null
        }
      ]
    }
  ],
  "cost_of_sales": [
    {
      "remote_id": "10299",
      "name": "Total COGS",
      "value": 25,
      "sub_items": [
        {
          "remote_id": "10200",
          "name": "Supplies",
          "value": 10,
          "sub_items": null
        }
      ]
    }
  ],
  "gross_profit": 300,
  "operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Operating Expenses",
      "value": 100,
      "sub_items": null
    }
  ],
  "net_operating_income": 200,
  "non_operating_expenses": [
    {
      "remote_id": "10299",
      "name": "Total Non-Operating Expenses",
      "value": 100,
      "sub_items": null
    }
  ],
  "net_income": 100,
  "remote_was_deleted": true
}
Field support by platform

QuickBooks Online

QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

end_periodString
gross_profitNumber
nameString
net_incomeNumber
net_operating_incomeNumber
remote_dataRemoteData[]
start_periodString

Xero

Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

end_periodString
gross_profitNumber
nameString
net_incomeNumber
net_operating_incomeNumber
remote_dataRemoteData[]
start_periodString
Not seeing a platform that you're looking for? Submit a request for it here.
Hint: Use the /linked-accounts endpoint to pull platform support information.

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