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AppsXero ToolsXero Get Trial Balance Report
Xero Tools

Xero Get Trial Balance Report

Retrieve Trial Balance report from Xero. Shows all account balances (debits and credits) at a specific date. Use to verify that total debits equal total credits and to prepare financial statements. Credit balances appear as negative numbers in the response.

Write actionRisk level 2 of 5OAuth connection
Use Xero Get Trial Balance Report

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • datestring
    The date for the Trial Balance report in YYYY-MM-DD format (e.g., 2018-03-31). If not specified, defaults to current date.
  • tenant_idstring
    Xero tenant/organization ID. If not provided, uses the first connected tenant. In multi-org connections, omitting this returns the first tenant's data silently — always pass explicitly when multiple orgs are connected.
  • paymentsOnlyboolean
    Return cash only basis for the Trial Balance report when true (cash basis accounting).

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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