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v45

latestOpenAPI 3.0.0raw.githubusercontent.com2026-07-2684278289.5 KB
Books

Create a Chart of Accounts Template

Create a new agent-owned Chart of Accounts template. These templates can be used when creating new Books instances for clients.

post/books/agent-coa-templates

Query parameters

expand'ledgers'

Comma-separated list of expandable paths.

Request body

accountingBasis'cash' | 'accrual' required

The accounting basis for this Chart of Accounts template.

namestring required

An arbitrary string on the object, useful for identifying the Chart of Accounts template.

Response

Example response

{
  "coaTemplate": {
    "id": "7JRNsKwy2Lw66caxVU7WGC"
  }
}