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Overview

The Chart of Accounts API allows you to manage your organization’s GL accounts. Accounts are organized hierarchically and categorized by type (Asset, Liability, Equity, Revenue, Expense).

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Account Types

TypeNormal BalanceDescription
AssetDebitResources owned by the company
LiabilityCreditObligations owed to others
EquityCreditOwner’s stake in the company
RevenueCreditIncome from business activities
ExpenseDebitCosts incurred in operations

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Account Properties

PropertyTypeDescription
account_idstringUnique identifier
account_numbernumberAccount number for sorting/display
account_namestringDisplay name
account_typestringAsset, Liability, Equity, Revenue, or Expense
normal_balancestringdebit or credit
currencystringISO 4217 currency code
balancenumberCurrent balance
opening_balancenumberOpening balance for the period
is_summarybooleanWhether this is a summary/parent account
is_inactivebooleanWhether the account is inactive

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Endpoints

Create Account

Create a new GL account

Get Account

Retrieve account details

List Accounts

List all accounts with filters

Update Account

Update account properties

Get Balance

Get account balance for a date range

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Account Hierarchy

Accounts can be organized into a hierarchy using parent-child relationships. Summary accounts aggregate balances from their child accounts. 
1000 - Assets (Summary)
├── 1100 - Current Assets (Summary)
│   ├── 1110 - Cash
│   ├── 1120 - Accounts Receivable
│   └── 1130 - Inventory
└── 1200 - Fixed Assets (Summary)
    ├── 1210 - Equipment
    └── 1220 - Accumulated Depreciation

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Best Practices

Use a consistent numbering scheme:
  • 1xxx - Assets
  • 2xxx - Liabilities
  • 3xxx - Equity
  • 4xxx - Revenue
  • 5xxx - Expenses
Instead of deleting accounts, deactivate them. This preserves historical data while preventing new transactions.
Regularly verify that total debits equal total credits across your chart of accounts using the Trial Balance report.