Skip to main content
POST
Create billing report export
Starts an async export that generates a rolling 3-month bookkeeping billing report (XLSX) for your client. The response is 202 Accepted with an Export resource. Poll Fetch export or subscribe to export.completed / export.failed webhooks. See Generating async reports.

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Body

application/json

Parameters for requesting a rolling 3-month bookkeeping billing report.

end_month
integer
required

Ending month (1-12) of the rolling 3-month billing window.

Required range: 1 <= x <= 12
end_year
integer
required

Ending year of the rolling 3-month billing window.

pnl_structure
enum<string>

Optional P&L structure template used when calculating trailing revenue. Defaults to the client's industry default.

Available options:
DEFAULT,
TRUCKING,
MEDSPA,
MEDSPA_NO_LICENSING,
CITRUS,
CITRUS_NO_LICENSING,
FLORIST

Response

Export request accepted and generation started.

data
object
required

An async export request and its current status.