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Chart of Accounts

Creates an account

Adds an account to the chart of accounts for the organization. The account currency is inherited from the organization, its status is ACTIVE, and its default grouping and closing behavior are derived from the selected type and subtype.

post/accounts

Request body

namestring required

Display name of the account.

codestring required

Unique account code within the organization. May contain letters, numbers, periods, and dashes.

type'ASSET' | 'LIABILITY' | 'EQUITY' | 'EXPENSE' | 'INCOME' required

Top-level accounting classification. Must be compatible with subtype. Allowed values: ASSET, LIABILITY, EQUITY, EXPENSE, INCOME.

subtype'Revenue' | 'Cost of Goods Sold' | 'Operating Expense' | 'Equity' | 'Equity, Compensation' | 'Other Current Liability' | 'Other Long Term Liability' | 'Accounts Payable' | 'Accounts Receivable' | 'Credit Card' | 'Fixed Assets' | 'Accumulated Depreciation' | 'Other Current Asset' | 'Bank' | 'Allowance for Doubtful Accounts' | 'Unbilled Revenue' | 'Deferred Revenue' | 'Prepaid Expense' | 'Deferred Commissions' | 'Right of Use Asset' | 'Other Assets' | 'Restricted Cash' | 'Accrued Expense' | 'Sales Tax Liability' | 'Debt' | 'Lease Liability' | 'Customer Deposits' | 'Customer Credit' | 'Additional Paid In Capital' | 'Accumulated Other Comprehensive Income' | 'Retained Earnings' | 'Operating Expense - Personnel' | 'Operating Expense - Office Expenses' | 'Operating Expense - Sales & Marketing' | 'Operating Expense - Commissions' | 'Operating Expense - Research & Development' | 'Non Operating Expense' | 'Non Operating Income' required

Accounting subtype. The following exact values are accepted and must be paired with the indicated type:

ASSET: Accounts Receivable, Fixed Assets, Accumulated Depreciation, Other Current Asset, Bank, Allowance for Doubtful Accounts, Unbilled Revenue, Prepaid Expense, Deferred Commissions, Right of Use Asset, Other Assets, Restricted Cash.

LIABILITY: Other Current Liability, Other Long Term Liability, Accounts Payable, Credit Card, Deferred Revenue, Accrued Expense, Sales Tax Liability, Debt, Lease Liability, Customer Deposits, Customer Credit.

EQUITY: Equity, Equity, Compensation, Additional Paid In Capital, Accumulated Other Comprehensive Income, Retained Earnings.

EXPENSE: Cost of Goods Sold, Operating Expense, Operating Expense - Personnel, Operating Expense - Office Expenses, Operating Expense - Sales & Marketing, Operating Expense - Commissions, Operating Expense - Research & Development, Non Operating Expense, Non Operating Income.

INCOME: Revenue.

intercompanyboolean required

Whether the account is used for intercompany accounting.

Example request

{
  "name": "My New Account",
  "code": "90909"
}

Response

OK

idstring uuid required
codestring required

The account code found in the Chart of Accounts

namestring required
type'ASSET' | 'LIABILITY' | 'EQUITY' | 'EXPENSE' | 'INCOME' required
subtypestring required
status'ACTIVE' | 'INACTIVE' required
intercompanyboolean required
updated_atstring date-time required

ISO 8601 timestamp in UTC timezone (must end with 'Z')

Example response

{
  "code": "11112",
  "name": "Mercury Savings",
  "subtype": "Bank"
}