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GET
/
quickbooks-desktop
/
reports
/
budget-summary
JavaScript
import Conductor from 'conductor-node';

const conductor = new Conductor({
  apiKey: process.env['CONDUCTOR_SECRET_KEY'], // This is the default and can be omitted
});

const report = await conductor.qbd.reports.budgetSummary({
  fiscalYear: 2026,
  reportType: 'balance_sheet_budget_overview',
  conductorEndUserId: 'end_usr_1234567abcdefg',
});

console.log(report.basis);
{
  "objectType": "qbd_report",
  "category": "general_summary",
  "reportType": "trial_balance",
  "title": "Trial Balance",
  "subtitle": "As of February 1, 2025",
  "basis": "accrual",
  "rowCount": 7,
  "columnCount": 3,
  "columnTitleRowCount": 2,
  "columns": [
    {
      "columnId": "<string>",
      "columnType": "<string>",
      "dataType": "<string>",
      "titles": [
        {
          "rowNumber": 123,
          "value": "<string>"
        }
      ]
    }
  ],
  "rows": [
    {
      "kind": "<string>",
      "rowNumber": 123,
      "text": "<string>"
    }
  ]
}

Documentation Index

Fetch the complete documentation index at: https://docs.conductor.is/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

​
Authorization
string
header
required

Your Conductor secret key using Bearer auth (e.g., "Authorization: Bearer {{YOUR_SECRET_KEY}}").

Headers

​
Conductor-End-User-Id
string
required

The ID of the End-User to receive this request.

Example:

"end_usr_1234567abcdefg"

Query Parameters

​
reportType
enum<string>
required

The budget summary report type to retrieve.

Available options:
balance_sheet_budget_overview,
balance_sheet_budget_vs_actual,
profit_and_loss_budget_overview,
profit_and_loss_budget_performance,
profit_and_loss_budget_vs_actual
Example:

"balance_sheet_budget_overview"

​
reportDateFrom
string<date>

Filter for report data dated on or after this date, in ISO 8601 format (YYYY-MM-DD). This cannot be combined with reportDateMacro. If you omit reportDateFrom, reportDateTo, and reportDateMacro, QuickBooks Desktop uses the current fiscal year to date.

Example:

"2025-01-01"

​
reportDateTo
string<date>

Filter for report data dated on or before this date, in ISO 8601 format (YYYY-MM-DD). This cannot be combined with reportDateMacro. If you omit reportDateFrom, reportDateTo, and reportDateMacro, QuickBooks Desktop uses the current fiscal year to date.

Example:

"2025-02-01"

​
reportDateMacro
enum<string>

A QuickBooks Desktop relative date macro. This cannot be combined with reportDateFrom or reportDateTo.

Available options:
all,
today,
this_week,
this_week_to_date,
this_month,
this_month_to_date,
this_quarter,
this_quarter_to_date,
this_year,
this_year_to_date,
yesterday,
last_week,
last_week_to_date,
last_month,
last_month_to_date,
last_quarter,
last_quarter_to_date,
last_year,
last_year_to_date,
next_week,
next_four_weeks,
next_month,
next_quarter,
next_year
Example:

"this_year_to_date"

​
fiscalYear
number
required

The fiscal year of the QuickBooks budget. QuickBooks Desktop returns the full fiscal year for prior years and year-to-date data for the current fiscal year.

Example:

2026

​
budgetCriterion
enum<string>

What the budget covers, such as accounts, accounts and classes, or accounts and customers.

Available options:
accounts,
accounts_and_classes,
accounts_and_customers
Example:

"accounts"

​
classIds
string[]

Filter for report data by QuickBooks-assigned class IDs. Repeat this query parameter to include multiple classes. Use only one class filter per request.

Example:
["80000001-1234567890"]
​
classFullNames
string[]

Filter for report data by class fullName values, case-insensitive. A fullName is a fully-qualified QuickBooks name formed by joining parent object names with the object's name using colons. Repeat this query parameter to include multiple classes. Use only one class filter per request.

Example:
["Department:Marketing"]
​
summarizeColumnsBy
enum<string>

How QuickBooks Desktop calculates budget report columns and labels column headers.

Available options:
class,
customer,
date
Example:

"date"

​
summarizeRowsBy
enum<string>

How QuickBooks Desktop labels budget report rows.

Available options:
account,
class,
customer
Example:

"account"

Response

200 - application/json

Returns the requested budget summary report.

​
objectType
string
required

The type of object. This value is always "qbd_report".

Allowed value: "qbd_report"
Example:

"qbd_report"

​
category
enum<string>
required

The report category.

Available options:
general_summary,
general_detail,
aging,
budget_summary,
job,
time,
custom_detail,
custom_summary,
payroll_detail,
payroll_summary
Example:

"general_summary"

​
reportType
enum<string>
required

The report type.

Available options:
balance_sheet_by_class,
balance_sheet_previous_year_comparison,
balance_sheet_standard,
balance_sheet_summary,
customer_balance_summary,
expense_by_vendor_summary,
income_by_customer_summary,
inventory_stock_status_by_item,
inventory_stock_status_by_vendor,
income_tax_summary,
inventory_valuation_summary,
inventory_valuation_summary_by_site,
lot_number_in_stock_by_site,
physical_inventory_worksheet,
profit_and_loss_by_class,
profit_and_loss_by_job,
profit_and_loss_previous_year_comparison,
profit_and_loss_standard,
profit_and_loss_ytd_comparison,
purchase_by_item_summary,
purchase_by_vendor_summary,
sales_by_customer_summary,
sales_by_item_summary,
sales_by_sales_representative_summary,
sales_tax_liability,
sales_tax_revenue_summary,
serial_number_in_stock_by_site,
trial_balance,
vendor_balance_summary,
1099_detail,
audit_trail,
balance_sheet_detail,
check_detail,
customer_balance_detail,
deposit_detail,
estimates_by_job,
expense_by_vendor_detail,
general_ledger,
income_by_customer_detail,
income_tax_detail,
inventory_valuation_detail,
job_progress_invoices_vs_estimates,
journal,
missing_checks,
open_invoices,
open_purchase_orders,
open_purchase_orders_by_job,
open_sales_order_by_customer,
open_sales_order_by_item,
pending_sales,
profit_and_loss_detail,
purchase_by_item_detail,
purchase_by_vendor_detail,
sales_by_customer_detail,
sales_by_item_detail,
sales_by_sales_representative_detail,
transaction_detail_by_account,
transaction_list_by_customer,
transaction_list_by_date,
transaction_list_by_vendor,
unpaid_bills_detail,
unbilled_costs_by_job,
vendor_balance_detail,
ap_aging_detail,
ap_aging_summary,
ar_aging_detail,
ar_aging_summary,
collections_report,
balance_sheet_budget_overview,
balance_sheet_budget_vs_actual,
profit_and_loss_budget_overview,
profit_and_loss_budget_performance,
profit_and_loss_budget_vs_actual,
item_estimates_vs_actuals,
item_profitability,
job_estimates_vs_actuals_detail,
job_estimates_vs_actuals_summary,
job_profitability_detail,
job_profitability_summary,
time_by_item,
time_by_job_detail,
time_by_job_summary,
time_by_name,
custom_transaction_detail,
custom_summary,
employee_state_taxes_detail,
payroll_item_detail,
payroll_review_detail,
payroll_transaction_detail,
payroll_transactions_by_payee,
employee_earnings_summary,
payroll_liability_balances,
payroll_summary
Example:

"trial_balance"

​
title
string | null
required

The report title.

Example:

"Trial Balance"

​
subtitle
string | null
required

The report subtitle.

Example:

"As of February 1, 2025"

​
basis
enum<string> | null
required

The accounting basis.

Available options:
accrual,
cash,
none
Example:

"accrual"

​
rowCount
number | null
required

The number of rows in the report.

Example:

7

​
columnCount
number | null
required

The number of columns in the report.

Example:

3

​
columnTitleRowCount
number | null
required

The number of title rows for the report columns.

Example:

2

​
columns
object[]
required

The report columns, in display order. Use each column's columnId to match row cells to columns.

​
rows
(Text row · object | Data row · object | Subtotal row · object | Total row · object)[]
required

The report rows, in display order. Rows can be text rows, detail data rows, subtotal rows, or total rows.