v1
latestOpenAPI 3.0.32026-07-26362271803.3 KBCompany Objects
Create Chart Account
Lists the chart of accounts (GL accounts). Each account includes metadata about its parent account and its full lineage (the ordered chain of ancestor accounts), so parent/child account relationships can be reconstructed from the response.
post/coa/api/account
Request body
idinteger required
is_deletedboolean required
deleted_atstring date-time nullable required
reconciliation_ending_datestring date required
reconciliation_ending_balancenumber double required
balance_ytdnumber double required
name_and_numberstring required
parent_name_and_numberstring nullable required
sort_keystring required
has_associated_databoolean required
last_modified_atstring date-time required
account_idstring uuid required
numberstring nullable required
currencystring
namestring nullable
nicknamestring nullable
descriptionstring nullable
status'ACTIVE' | 'INACTIVE'
- ACTIVE - Active
- INACTIVE - Inactive
account_type'ASSET' | 'LIABILITY' | 'EQUITY' | 'REVENUE' | 'COGS' | 'OPERATING_EXPENSES' | 'OTHER_INCOME' | 'OTHER_EXPENSE' | 'UNCATEGORIZED' | 'COST_ALLOCATION'
- ASSET - Asset
- LIABILITY - Liability
- EQUITY - Equity
- REVENUE - Revenue
- COGS - Cost of Goods Sold
- OPERATING_EXPENSES - Operating Expenses
- OTHER_INCOME - Other Income
- OTHER_EXPENSE - Other Expense
- UNCATEGORIZED - Uncategorized
- COST_ALLOCATION - Cost Allocation
account_subtype'BANK' | 'ACCOUNTS_RECEIVABLE' | 'OTHER_CURRENT_ASSET' | 'FIXED_ASSET' | 'OTHER_ASSET' | 'ACCOUNTS_PAYABLE' | 'UNAPPLIED_CREDITS' | 'CREDIT_CARD' | 'ACCRUED_REVENUE' | 'DEFERRED_REVENUE' | 'OTHER_CURRENT_LIABILITY' | 'LONG_TERM_LIABILITY' | 'UNBILLED_RECEIVABLE' | 'EQUITY' | 'RETAINED_EARNINGS' | 'INCOME' | 'COST_OF_GOODS_SOLD' | 'EXPENSE' | 'DEFERRED_EXPENSE' | 'OTHER_INCOME' | 'OTHER_EXPENSE' | 'REALIZED_GAIN_LOSS' | 'UNREALIZED_GAIN_LOSS' | 'PREPAID' | 'COST_ALLOCATION' | 'UNCATEGORIZED'
- BANK - Bank
- ACCOUNTS_RECEIVABLE - Accounts Receivable
- OTHER_CURRENT_ASSET - Other Current Asset
- FIXED_ASSET - Fixed Asset
- OTHER_ASSET - Other Asset
- ACCOUNTS_PAYABLE - Accounts Payable
- UNAPPLIED_CREDITS - Unapplied Credits
- CREDIT_CARD - Credit Card
- ACCRUED_REVENUE - Accrued Revenue
- DEFERRED_REVENUE - Deferred Revenue
- OTHER_CURRENT_LIABILITY - Other Current Liability
- LONG_TERM_LIABILITY - Long Term Liability
- UNBILLED_RECEIVABLE - Unbilled Receivable
- EQUITY - Equity
- RETAINED_EARNINGS - Retained Earnings
- INCOME - Income
- COST_OF_GOODS_SOLD - Cost of Goods Sold
- EXPENSE - Expense
- DEFERRED_EXPENSE - Deferred Expense
- OTHER_INCOME - Other Income
- OTHER_EXPENSE - Other Expense
- REALIZED_GAIN_LOSS - Realized Gain Loss
- UNREALIZED_GAIN_LOSS - Unrealized Gain Loss
- PREPAID - Prepaid
- COST_ALLOCATION - Cost Allocation
- UNCATEGORIZED - Uncategorized
account_cashflow_classification'NONE' | 'OPERATING' | 'INVESTING' | 'FINANCING'
- NONE - None
- OPERATING - Operating
- INVESTING - Investing
- FINANCING - Financing
include_in_eliminationsboolean
include_in_revaluationsboolean
protectedboolean
skip_subledger_validationboolean
Allow manual journal entries to post to this AR/AP account, bypassing subledger validation
external_idstring nullable required
created_atstring date-time required
last_recompute_balance_atstring date-time nullable
lock_recompute_balance_keystring nullable
current_balancenumber double
current_balance_booknumber double
lineage_arraystring[] nullable
Pre-computed lineage array from root to this account
customerinteger required
parentinteger nullable
parent_bank_accountinteger nullable
default_departmentinteger nullable
default_tagsinteger[]
Response
idinteger required
is_deletedboolean required
deleted_atstring date-time nullable required
reconciliation_ending_datestring date required
reconciliation_ending_balancenumber double required
balance_ytdnumber double required
name_and_numberstring required
parent_name_and_numberstring nullable required
sort_keystring required
has_associated_databoolean required
last_modified_atstring date-time required
account_idstring uuid required
numberstring nullable required
currencystring
namestring nullable
nicknamestring nullable
descriptionstring nullable
status'ACTIVE' | 'INACTIVE'
- ACTIVE - Active
- INACTIVE - Inactive
account_type'ASSET' | 'LIABILITY' | 'EQUITY' | 'REVENUE' | 'COGS' | 'OPERATING_EXPENSES' | 'OTHER_INCOME' | 'OTHER_EXPENSE' | 'UNCATEGORIZED' | 'COST_ALLOCATION'
- ASSET - Asset
- LIABILITY - Liability
- EQUITY - Equity
- REVENUE - Revenue
- COGS - Cost of Goods Sold
- OPERATING_EXPENSES - Operating Expenses
- OTHER_INCOME - Other Income
- OTHER_EXPENSE - Other Expense
- UNCATEGORIZED - Uncategorized
- COST_ALLOCATION - Cost Allocation
account_subtype'BANK' | 'ACCOUNTS_RECEIVABLE' | 'OTHER_CURRENT_ASSET' | 'FIXED_ASSET' | 'OTHER_ASSET' | 'ACCOUNTS_PAYABLE' | 'UNAPPLIED_CREDITS' | 'CREDIT_CARD' | 'ACCRUED_REVENUE' | 'DEFERRED_REVENUE' | 'OTHER_CURRENT_LIABILITY' | 'LONG_TERM_LIABILITY' | 'UNBILLED_RECEIVABLE' | 'EQUITY' | 'RETAINED_EARNINGS' | 'INCOME' | 'COST_OF_GOODS_SOLD' | 'EXPENSE' | 'DEFERRED_EXPENSE' | 'OTHER_INCOME' | 'OTHER_EXPENSE' | 'REALIZED_GAIN_LOSS' | 'UNREALIZED_GAIN_LOSS' | 'PREPAID' | 'COST_ALLOCATION' | 'UNCATEGORIZED'
- BANK - Bank
- ACCOUNTS_RECEIVABLE - Accounts Receivable
- OTHER_CURRENT_ASSET - Other Current Asset
- FIXED_ASSET - Fixed Asset
- OTHER_ASSET - Other Asset
- ACCOUNTS_PAYABLE - Accounts Payable
- UNAPPLIED_CREDITS - Unapplied Credits
- CREDIT_CARD - Credit Card
- ACCRUED_REVENUE - Accrued Revenue
- DEFERRED_REVENUE - Deferred Revenue
- OTHER_CURRENT_LIABILITY - Other Current Liability
- LONG_TERM_LIABILITY - Long Term Liability
- UNBILLED_RECEIVABLE - Unbilled Receivable
- EQUITY - Equity
- RETAINED_EARNINGS - Retained Earnings
- INCOME - Income
- COST_OF_GOODS_SOLD - Cost of Goods Sold
- EXPENSE - Expense
- DEFERRED_EXPENSE - Deferred Expense
- OTHER_INCOME - Other Income
- OTHER_EXPENSE - Other Expense
- REALIZED_GAIN_LOSS - Realized Gain Loss
- UNREALIZED_GAIN_LOSS - Unrealized Gain Loss
- PREPAID - Prepaid
- COST_ALLOCATION - Cost Allocation
- UNCATEGORIZED - Uncategorized
account_cashflow_classification'NONE' | 'OPERATING' | 'INVESTING' | 'FINANCING'
- NONE - None
- OPERATING - Operating
- INVESTING - Investing
- FINANCING - Financing
include_in_eliminationsboolean
include_in_revaluationsboolean
protectedboolean
skip_subledger_validationboolean
Allow manual journal entries to post to this AR/AP account, bypassing subledger validation
external_idstring nullable required
created_atstring date-time required
last_recompute_balance_atstring date-time nullable
lock_recompute_balance_keystring nullable
current_balancenumber double
current_balance_booknumber double
lineage_arraystring[] nullable
Pre-computed lineage array from root to this account
customerinteger required
parentinteger nullable
parent_bank_accountinteger nullable
default_departmentinteger nullable
default_tagsinteger[]