Create a chart of accounts

Create a new chart of accounts object.

In your request, set accountType as a chart of accounts category, such as Accounts Payable, Accounts Receivable, or Bank.

If the category does not sync with the accounting software, set accountType as 0 (Unspecified). See the parameters for the complete list of categories.

What is a chart of accounts?

A chart of accounts is a list of categories you can use to classify and distinguish financial asset, liability, and transaction categories in your organization’s General Ledger (GL). You can sync your chart of accounts with your choice of accounting software.

You can set the created GL account as your chart of accounts when you create bills, bill line items, invoices, or invoice line items.

Display chart of accounts in the web app

You can display chart of accounts numbers in the web app.

  1. In the web app, click SETTINGS at the top-right.
  2. Click Preferences under Accounting.
  3. Click the edit icon at the top-right.
  4. Set Show Account Numbers as Yes and then click SAVE.
Click Try It! to start a request and see the response here!