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Accounts

API Endpoints

Create account

Adds a new account to the accounting plan

POST/{organizationId}/finance/accounting/accounts

Delete accounts

Deletes multiple accounts from the accounting plan if they are not yet attached in receipts etc

DELETE/{organizationId}/finance/accounting/accounts

Update account

Updates an account from the accounting plan

POST/{organizationId}/finance/accounting/accounts/{accountNumber}

Delete account

Deletes an account from the accounting plan if not yet attached in receipts etc

DELETE/{organizationId}/finance/accounting/accounts/{accountNumber}

Update account bookable state

Updates the bookable state for multiple accounts in the accounting plan

POST/{organizationId}/finance/accounting/accounts/bookable

Import accounts from Datev

Imports accounts from a Datev "Sachkontenbeschriftungen" CSV file

POST/{organizationId}/finance/accounting/accounts/import/datev

Export accounts to Datev

Exports accounts to a Datev "Sachkontenbeschriftungen" CSV file

POST/{organizationId}/{mandateId}/finance/accounting/accounts/export/datev

Export accounts

Exports accounts from the accounting plan to a CSV file

POST/{organizationId}/finance/accounting/accounts/export

Import accounts

Import accounts to the accounting plan from a CSV file. The "mode" field controls how accounts are imported: "upsert" will add or update accounts, while "replace" will replace all accounts with the imported ones: custom accounts that are not included in the imported file will be removed, and built-in accounts that are not included will be marked as not bookable.

POST/{organizationId}/finance/accounting/accounts/import