Entities

In a multi-entity shared company, entities represent a separate tax identification or a separately secured, fully balancing set of books. Entities typically represent divisions, franchises, affiliates, associations, locations, chapters, self-balancing funds or subsidiaries, with a shared chart of accounts.

Please be aware that this object is currently "Uncertified", signifying that it has not undergone the complete review process and the design may change during ongoing refinement. Users are advised to exercise discretion in using this object and are encouraged to provide feedback.

List entities

get/objects/company-config/entity

Returns up to 100 entities from the collection with a key, ID, and link for each entity. This operation is mostly for use in testing; use the query service to find entities that meet specific criteria and to specify the properties that you want in the response.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "195",
      • "id": "entity1692705208",
      • "href": "/objects/company-config/entity/195"
      },
    • {
      • "key": "196",
      • "id": "entity21692704288",
      • "href": "/objects/company-config/entity/196"
      },
    • {
      • "key": "197",
      • "id": "entity11692704288",
      • "href": "/objects/company-config/entity/196"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create an entity

post/objects/company-config/entity

Creates a new entity.

SecurityOAuth2
Request
Request Body schema: application/json

Create entity object

id
required
string

Unique identifier of the entity. 20 characters max. The ID cannot be changed after the entity has been created.

Example: "Lyon"
name
required
string

Name of the entity.

Example: "California"
federalId
required
string or null

The federal tax ID for the entity. This value is required but is only used if the company is configured to issue a separate 1099 for each US entity.

Example: "123456789"
startDate
string or null <date>

The date when the entity became operational.

Example: "2022-02-02"
endDate
string or null <date>

The date when the entity was taken out of operation.

Example: "2023-03-03"
firstFiscalMonth
string or null
Default: null

First fiscal month

Enum: "april" "august" "december" "february" "january" "july" "june" "march" "may" "november" null "october" "september"
Example: "may"
firstTaxMonth
string or null
Default: null

First tax month

Enum: "april" "august" "december" "february" "january" "july" "june" "march" "may" "november" null "october" "september"
Example: "may"
weekStart
string or null
Default: null

The first day of each week. This enables the system to provide accurate data for reports that begin on the first day of a week.

Enum: "friday" "monday" null "saturday" "sunday" "thursday" "tuesday" "wednesday"
Example: "monday"
object

Contact information for the entity.

object

Primary contact information. This could be for the entity itself and not for an individual.

id
string

Contact ID

Example: "jsmith"
lastName
string

Last name

Example: "Smith"
firstName
string

First name

Example: "John"
middleName
string

Middle name

Example: "Archibald"
prefix
string

Prefix

Example: "Mr"
printAs
string

Print as

Example: "John Smith"
email1
string

Primary email

Example: "[email protected]"
email2
string

Secondary email

Example: "[email protected]"
phone1
string

Primary phone

Example: "14085551212"
phone2
string

Secondary phone

Example: "14085559876"
mobile
string

Mobile phone

Example: "14085554420"
pager
string

Pager

Example: "14085559987"
fax
string

Fax

Example: "14085555309"
URL1
string

Primary URL

Example: "https://mycompany.com"
URL2
string

Secondary URL

Example: "https://anothercompany.com"
companyName
string

Company name

Example: "AlcoSoft Inc"
object

Mailing Address

object

Contact information to use for shipping, if the entity uses a different address for receiving goods and services.

id
string

Contact ID

Example: "jsmith"
lastName
string

Last name

Example: "Smith"
firstName
string

First name

Example: "John"
middleName
string

Middle name

Example: "Archibald"
prefix
string

Prefix

Example: "Mr"
printAs
string

Print as

Example: "John Smith"
email1
string

Primary email

Example: "[email protected]"
email2
string

Secondary email

Example: "[email protected]"
phone1
string

Primary phone

Example: "14085551212"
phone2
string

Secondary phone

Example: "14085559876"
mobile
string

Mobile phone

Example: "14085554420"
pager
string

Pager

Example: "14085559987"
fax
string

Fax

Example: "14085555309"
URL1
string

Primary URL

Example: "https://mycompany.com"
URL2
string

Secondary URL

Example: "https://anothercompany.com"
companyName
string

Company name

Example: "AlcoSoft Inc"
object

Mailing Address

object

Texts used in invoices and reports.

message
string or null

Message text

Example: "Superior financial Applications. Real-time business visibility. Open, on-demand platform."
marketing
string or null

Marketing text

Example: "Intacct. A Better Way to Run Your Business"
footnote
string or null

Footnote text that will appear on reports and invoices that are printed for the entity.

Example: "All sales final."
reportPrintAs
string

The name of the entity as it will appear on reports and invoices that are printed for the entity.

Example: "My Company LLC"
customTitle
string or null

Entity information displayed in reports, in addition to the entity name. For example, an entity title might include the address and manager name.

Example: "San Jose, California"
businessDays
Array of strings
Default: []

Work days in each week.

Example: ["MONDAY","TUESDAY","WEDNESDAY","THURSDAY","FRIDAY"]
weekends
Array of strings
Default: []

Weekend days.

Example: ["SATURDAY","SUNDAY"]
taxId
string or null

The state or territory tax ID, or VAT ID.

Example: "192354308"
defaultCountryForAddresses
string or null
Default: "unitedStates"

Default country for addresses

Enum: "afghanistan" "alandIslands" "albania" "algeria" "americanSamoa" "andorra" "angola" "anguilla" "antarctica" "antiguaAndBarbuda" "argentina" "armenia" "aruba" "australia" "austria" "azerbaijan" "bahamas" "bahrain" "bangladesh" "barbados" "belarus" "belgium" "belize" "benin" "bermuda" "bhutan" "bolivia" "bonaire,SintEustatiusAndSaba" "bosniaAndHerzegovina" "botswana" "bouvetIsland" "brazil" "britishIndianOceanTerritory" "bruneiDarussalam" "bulgaria" "burkinaFaso" "burundi" "cambodia" "cameroon" "canada" "capeVerde" "caymanIslands" "centralAfricanRepublic" "chad" "chile" "china" "christmasIsland" "cocos(Keeling)Islands" "colombia" "comoros" "congo" "congo,DemocraticRepublic" "cookIslands" "costaRica" "croatia" "cuba" "curaçao" "cyprus" "czechRepublic" "côteD'Ivoire" "denmark" "djibouti" "dominica" "dominicanRepublic" "ecuador" "egypt" "elSalvador" "equatorialGuinea" "eritrea" "estonia" "eswatini" "ethiopia" "falklandIslands(Malvinas)" "faroeIslands" "fiji" "finland" "france" "frenchGuiana" "frenchPolynesia" "frenchSouthernTerritories" "gabon" "gambia" "georgia" "germany" "ghana" "gibraltar" "greece" "greenland" "grenada" "guadeloupe" "guam" "guatemala" "guernsey" "guinea" "guineaBissau" "guyana" "haiti" "heardIs.&McdonaldIslands" "honduras" "hongKong" "hungary" "iceland" "india" "indonesia" "iran,IslamicRepublicOf" "iraq" "ireland" "isleOfMan" "israel" "italy" "jamaica" "japan" "jersey" "jordan" "kazakhstan" "kenya" "kiribati" "korea,Demo.People'sRep." "korea,RepublicOf" "kosovo" "kuwait" "kyrgyzstan" "lao" "latvia" "lebanon" "lesotho" "liberia" "libyanArabJamahiriya" "liechtenstein" "lithuania" "luxembourg" "macao" "macedonia" "madagascar" "malawi" "malaysia" "maldives" "mali" "malta" "marshallIslands" "martinique" "mauritania" "mauritius" "mayotte" "mexico" "micronesia" "moldova,RepublicOf" "monaco" "mongolia" "montenegro" "montserrat" "morocco" "mozambique" "myanmar" "namibia" "nauru" "nepal" "netherlands" "netherlandsAntilles" "newCaledonia" "newZealand" "nicaragua" "niger" "nigeria" "niue" "norfolkIsland" "northernMarianaIslands" "norway" null "oman" "pakistan" "palau" "palestinianTerritory,Occupied" "panama" "papuaNewGuinea" "paraguay" "peru" "philippines" "pitcairn" "poland" "portugal" "puertoRico" "qatar" "reunion" "romania" "russianFederation" "rwanda" "s.Georgia&S.SandwichIs." "saintBarthelemy" "saintHelena" "saintKittsAndNevis" "saintLucia" "saintMartin" "saintPierreAndMiquelon" "saintVincentAndTheGrenadines" "samoa" "sanMarino" "saoTomeAndPrincipe" "saudiArabia" "senegal" "serbia" "seychelles" "sierraLeone" "singapore" "sintMaarten" "slovakia" "slovenia" "solomonIslands" "somalia" "southAfrica" "southSudan" "spain" "sriLanka" "sudan" "suriname" "svalbardAndJanMayen" "sweden" "switzerland" "syrianArabRepublic" "taiwan" "tajikistan" "tanzania,UnitedRepublicOf" "thailand" "timorLeste" "togo" "tokelau" "tonga" "trinidadAndTobago" "tunisia" "turkey" "turkmenistan" "turksAndCaicosIslands" "tuvalu" "uSMinorOutlyingIslands" "uganda" "ukraine" "unitedArabEmirates" "unitedKingdom" "unitedStates" "uruguay" "uzbekistan" "vanuatu" "vaticanCityState" "venezuela" "vietnam" "virginIslands,British" "virginIslands,U.S." "wallisAndFutuna" "westernSahara" "yemen" "zambia" "zimbabwe"
Example: "france"
businessId
string or null

A company's Business ID (SIRET) is a 14-digit number that starts with the SIREN (a 9-digit number that identifies the company itself) followed by 5 digits that identifies the company's physical location or branch.

Example: "453 983 245 12345"
openBooksStartDate
string or null <date>

Open books from

Example: "2021-01-01"
operatingCountry
string or null
Default: null

The country in which the entity operates.

Enum: "afghanistan" "alandIslands" "albania" "algeria" "americanSamoa" "andorra" "angola" "anguilla" "antarctica" "antiguaAndBarbuda" "argentina" "armenia" "aruba" "australia" "austria" "azerbaijan" "bahamas" "bahrain" "bangladesh" "barbados" "belarus" "belgium" "belize" "benin" "bermuda" "bhutan" "bolivia" "bonaire,SintEustatiusAndSaba" "bosniaAndHerzegovina" "botswana" "bouvetIsland" "brazil" "britishIndianOceanTerritory" "bruneiDarussalam" "bulgaria" "burkinaFaso" "burundi" "cambodia" "cameroon" "canada" "capeVerde" "caymanIslands" "centralAfricanRepublic" "chad" "chile" "china" "christmasIsland" "cocos(Keeling)Islands" "colombia" "comoros" "congo" "congo,DemocraticRepublic" "cookIslands" "costaRica" "croatia" "cuba" "curaçao" "cyprus" "czechRepublic" "côteD'Ivoire" "denmark" "djibouti" "dominica" "dominicanRepublic" "ecuador" "egypt" "elSalvador" "equatorialGuinea" "eritrea" "estonia" "eswatini" "ethiopia" "falklandIslands(Malvinas)" "faroeIslands" "fiji" "finland" "france" "frenchGuiana" "frenchPolynesia" "frenchSouthernTerritories" "gabon" "gambia" "georgia" "germany" "ghana" "gibraltar" "greece" "greenland" "grenada" "guadeloupe" "guam" "guatemala" "guernsey" "guinea" "guineaBissau" "guyana" "haiti" "heardIs.&McdonaldIslands" "honduras" "hongKong" "hungary" "iceland" "india" "indonesia" "iran,IslamicRepublicOf" "iraq" "ireland" "isleOfMan" "israel" "italy" "jamaica" "japan" "jersey" "jordan" "kazakhstan" "kenya" "kiribati" "korea,Demo.People'sRep." "korea,RepublicOf" "kosovo" "kuwait" "kyrgyzstan" "lao" "latvia" "lebanon" "lesotho" "liberia" "libyanArabJamahiriya" "liechtenstein" "lithuania" "luxembourg" "macao" "macedonia" "madagascar" "malawi" "malaysia" "maldives" "mali" "malta" "marshallIslands" "martinique" "mauritania" "mauritius" "mayotte" "mexico" "micronesia" "moldova,RepublicOf" "monaco" "mongolia" "montenegro" "montserrat" "morocco" "mozambique" "myanmar" "namibia" "nauru" "nepal" "netherlands" "netherlandsAntilles" "newCaledonia" "newZealand" "nicaragua" "niger" "nigeria" "niue" "norfolkIsland" "northernMarianaIslands" "norway" null "oman" "pakistan" "palau" "palestinianTerritory,Occupied" "panama" "papuaNewGuinea" "paraguay" "peru" "philippines" "pitcairn" "poland" "portugal" "puertoRico" "qatar" "reunion" "romania" "russianFederation" "rwanda" "s.Georgia&S.SandwichIs." "saintBarthelemy" "saintHelena" "saintKittsAndNevis" "saintLucia" "saintMartin" "saintPierreAndMiquelon" "saintVincentAndTheGrenadines" "samoa" "sanMarino" "saoTomeAndPrincipe" "saudiArabia" "senegal" "serbia" "seychelles" "sierraLeone" "singapore" "sintMaarten" "slovakia" "slovenia" "solomonIslands" "somalia" "southAfrica" "southSudan" "spain" "sriLanka" "sudan" "suriname" "svalbardAndJanMayen" "sweden" "switzerland" "syrianArabRepublic" "taiwan" "tajikistan" "tanzania,UnitedRepublicOf" "thailand" "timorLeste" "togo" "tokelau" "tonga" "trinidadAndTobago" "tunisia" "turkey" "turkmenistan" "turksAndCaicosIslands" "tuvalu" "uSMinorOutlyingIslands" "uganda" "ukraine" "unitedArabEmirates" "unitedKingdom" "unitedStates" "uruguay" "uzbekistan" "vanuatu" "vaticanCityState" "venezuela" "vietnam" "virginIslands,British" "virginIslands,U.S." "wallisAndFutuna" "westernSahara" "yemen" "zambia" "zimbabwe"
Example: "france"
object

Legal contact to be used on 1099 form, 1096 form, and taxable payments annual report (TPAR).

enableOnTaxForms
boolean
Default: false

Set to true to include the legal name and address on forms 1099 and 1096 for this entity.

Example: false
enableOnTPAR
boolean
Default: false

Set to true to include the legal name and address on taxable payments annual report (TPAR) for Australian companies and entities.

Example: false
name
string or null

Legal name, to be printed on 1099 form, 1096 form and taxable payments annual report (TPAR).

Example: "Expert Sage Intacct LTD"
object

Legal address to be used on 1099 form, 1096 form and taxable payments annual report (TPAR).

address1
string or null

Legal address line 1

Example: "300 Park Avenue"
address2
string or null

Legal address line 2

Example: "Suite 1400"
address3
string or null

Legal address line 3

Example: "Western industrial area"
city
string or null

Legal city

Example: "San Jose"
state
string or null

Legal state or territory

Example: "California"
zipCode
string or null

Legal ZIP or postal code

Example: "95110"
country
string or null

Legal country

Example: "United States"
countryCode
string or null
Default: null

Legal country code

Enum: "ad" "ae" "af" "ag" "ai" "al" "am" "an" "ao" "aq" "ar" "as" "at" "au" "aw" "ax" "az" "ba" "bb" "bd" "be" "bf" "bg" "bh" "bi" "bj" "bl" "bm" "bn" "bo" "bq" "br" "bs" "bt" "bv" "bw" "by" "bz" "ca" "cc" "cd" "cf" "cg" "ch" "ci" "ck" "cl" "cm" "cn" "co" "cr" "cu" "cv" "cw" "cx" "cy" "cz" "de" "dj" "dk" "dm" "do" "dz" "ec" "ee" "eg" "eh" "er" "es" "et" "fi" "fj" "fk" "fm" "fo" "fr" "ga" "gb" "gd" "ge" "gf" "gg" "gh" "gi" "gl" "gm" "gn" "gp" "gq" "gr" "gs" "gt" "gu" "gw" "gy" "hk" "hm" "hn" "hr" "ht" "hu" "id" "ie" "il" "im" "in" "io" "iq" "ir" "is" "it" "je" "jm" "jo" "jp" "ke" "kg" "kh" "ki" "km" "kn" "kp" "kr" "kw" "ky" "kz" "la" "lb" "lc" "li" "lk" "lr" "ls" "lt" "lu" "lv" "ly" "ma" "mc" "md" "me" "mf" "mg" "mh" "mk" "ml" "mm" "mn" "mo" "mp" "mq" "mr" "ms" "mt" "mu" "mv" "mw" "mx" "my" "mz" "na" "nc" "ne" "nf" "ng" "ni" "nl" "no" "np" "nr" "nu" null "nz" "om" "pa" "pe" "pf" "pg" "ph" "pk" "pl" "pm" "pn" "pr" "ps" "pt" "pw" "py" "qa" "re" "ro" "rs" "ru" "rw" "sa" "sb" "sc" "sd" "se" "sg" "sh" "si" "sj" "sk" "sl" "sm" "sn" "so" "sr" "ss" "st" "sv" "sx" "sy" "sz" "tc" "td" "tf" "tg" "th" "tj" "tk" "tl" "tm" "tn" "to" "tr" "tt" "tv" "tw" "tz" "ua" "ug" "um" "us" "uy" "uz" "va" "vc" "ve" "vg" "vi" "vn" "vu" "wf" "ws" "xk" "ye" "yt" "za" "zm" "zw"
Example: "us"
object

Taxable payments annual report (TPAR) form elements.

object

Legal contact for taxable payments annual report (TPAR).

branchNumber
string or null

Legal branch number on taxable payments annual report (TPAR).

Example: "001"
isPartialExempt
boolean
Default: false

Enable partial VAT exemption. When set to true, users can enter bills with items that are eligible for partial exemption in agreement with the HMRC. Requires that tax solution is United Kingdom - VAT.

Example: true
isDefaultPartialExempt
boolean
Default: false

Set to true to mark items as partial exempt by default on bills and invoices for Accounts Payable and Purchasing with the following tax solutions - Australia GST (RITC), Canadian Sales Tax (ITC), UK VAT.

Example: true
accountingType
string or null
Default: "entity"

Accounting type

Enum: "entity" "fund" null
Example: "entity"
statutoryReportingPeriodDate
string or null <date>

Max lock date for the given entity, used for GL Setup Approval Configuration.

Example: "2021-01-01"
object

Customer associated with the entity.

key
string or null

Unique key of the associated customer.

Example: "15"
id
string

Unique identifier for the customer.

Example: "C-00003"
object

Vendor associated with the entity.

key
string

Unique key of the vendor.

Example: "15"
id
string

Vendor ID.

Example: "V-00014"
object

Unrecoverable tax account for this entity.

key
string or null

Unrecoverable tax account key

Example: "23"
id
string or null

Unrecoverable tax account ID

Example: "123.45"
enableInterEntityRelationships
boolean
Default: false

Set to true to enable different accounts based on the target entity.

Example: true
object

Inter-entity payable account that this entity is associated with. Only applicable if enableInterEntityRelationships = true.

key
string or null

System-assigned unique key of the account for payable inter-entity transactions.

Example: "89"
id
string or null

Inter-entity payable account ID.

Example: "555.99"
object

Inter-entity receivable account that this entity is associated with. Only applicable if enableInterEntityRelationships = true.

key
string or null

System-assigned unique key of the account for receivable inter-entity transactions.

Example: "876"
id
string or null

Inter-entity receivable account ID.

Example: "555.98"
object

The employee who manages the entity.

id
string

Manager employee ID.

Example: "jsmith"
key
string

System-assigned unique key of the manager employee.

Example: "81"
object

The tax solution to be used by this entity. Only for companies subscribed to the Taxes application.

key
string

Tax solution

Example: "23"
id
string

Tax solution

Example: "Australia - GST"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "Hungary",
  • "name": "Hungary",
  • "defaultCountryForAddresses": "hungary",
  • "operatingCountry": "hungary",
  • "reportPrintAs": "Hungary",
  • "weekStart": "monday",
  • "contacts": {
    • "primary": {
      • "id": "-1-13S(V1-13S)"
      },
    • "shipTo": {
      • "id": "0000-1S(V0000-1S)"
      }
    },
  • "manager": {
    • "key": "14"
    },
  • "texts": {
    • "message": "Superior financial Applications. Real-time business visibility. Open, on-demand platform.",
    • "marketing": "Intacct. A Better Way to Run Your Business",
    • "footnote": "Hungary",
    • "customTitle": "Hungary"
    },
  • "isRoot": true,
  • "businessDays": [
    • "MONDAY",
    • "TUESDAY",
    • "WEDNESDAY",
    • "THURSDAY",
    • "FRIDAY"
    ],
  • "weekends": [
    • "SATURDAY",
    • "SUNDAY"
    ],
  • "taxId": "192354308",
  • "startDate": "2023-01-12",
  • "openBooksStartDate": "2023-10-01"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "184",
    • "id": "Hungary",
    • "href": "/objects/company-config/entity/184"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get an entity

get/objects/company-config/entity/{key}

Returns detailed information for a specified entity.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the entity.

Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "entity1693567215",
    • "key": "601",
    • "name": "entity1693567215",
    • "manager": {
      • "name": "Supervisor",
      • "id": "b.ruth",
      • "key": "81",
      • "href": "/objects/company-config/employee/81"
      },
    • "contacts": {
      • "primary": {
        },
      • "shipTo": {
        }
      },
    • "startDate": "2020-01-01",
    • "endDate": null,
    • "status": "active",
    • "audit": {
      • "createdDateTime": "2023-09-01T11:20:19Z",
      • "modifiedDateTime": "2023-09-01T11:20:19Z",
      • "createdBy": "99",
      • "modifiedBy": "99"
      },
    • "federalId": "123456789",
    • "firstFiscalMonth": "april",
    • "weekStart": "monday",
    • "interEntityPayableGLAccount": {
      • "id": null,
      • "accountNumber": null,
      • "key": null
      },
    • "interEntityReceivableGLAccount": {
      • "id": "1",
      • "accountNumber": 123436,
      • "key": "1"
      },
    • "texts": {
      • "message": "Superior financial Applications. Real-time business visibility. Open, on-demand platform.",
      • "marketing": "Intacct. A Better Way to Run Your Business",
      • "footnote": "Net 30 days",
      • "reportPrintAs": "California"
      },
    • "isRoot": false,
    • "vendor": {
      • "name": "Pac bell",
      • "id": "V-00014"
      },
    • "customer": {
      • "id": "15",
      • "name": "Logic Solutions"
      },
    • "enableInterEntityRelationships": false,
    • "customTitle": "California",
    • "businessDays": [
      • "SUNDAY",
      • "MONDAY",
      • "TUESDAY",
      • "WEDNESDAY",
      • "THURSDAY"
      ],
    • "weekends": [
      • "FRIDAY",
      • "SATURDAY"
      ],
    • "firstTaxMonth": "january",
    • "taxId": "192354308",
    • "siret": "01234567890123456789",
    • "defaultCountryForAddresses": "westernSahara",
    • "openBooksStartDate": "1990-01-01",
    • "legalContact": {
      • "enableOnTaxForms": false,
      • "name": "Expert Sage Intacct LTD",
      • "address": {
        },
      • "tpar": {
        },
      • "enableOnTPAR": false
      },
    • "operatingCountry": "unitedState",
    • "taxSolution": {
      • "key": "23",
      • "id": "23",
      • "taxMethod": "Advanced tax",
      • "href": "/objects/tax/tax-solution/23"
      },
    • "isPartialExempt": false,
    • "isDefaultPartialExempt": false,
    • "unrecoverableTaxAccount": {
      • "id": null
      },
    • "accountingType": "entity",
    • "statutoryReportingPeriodDate": "2021-01-01",
    • "href": "/objects/company-config/entity/601"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update an entity

patch/objects/company-config/entity/{key}

Updates an existing entity by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the entity.

Request Body schema: application/json
name
string

Name of the entity.

Example: "California"
startDate
string or null <date>

The date when the entity became operational.

Example: "2022-02-02"
endDate
string or null <date>

The date when the entity was taken out of operation.

Example: "2023-03-03"
federalId
string or null

The federal tax ID for the entity. This value is required but is only used if the company is configured to issue a separate 1099 for each US entity.

Example: "123456789"
firstFiscalMonth
string or null
Default: null

First fiscal month

Enum: "april" "august" "december" "february" "january" "july" "june" "march" "may" "november" null "october" "september"
Example: "may"
firstTaxMonth
string or null
Default: null

First tax month

Enum: "april" "august" "december" "february" "january" "july" "june" "march" "may" "november" null "october" "september"
Example: "may"
weekStart
string or null
Default: null

The first day of each week. This enables the system to provide accurate data for reports that begin on the first day of a week.

Enum: "friday" "monday" null "saturday" "sunday" "thursday" "tuesday" "wednesday"
Example: "monday"
object

Contact information for the entity.

object

Primary contact information. This could be for the entity itself and not for an individual.

id
string

Contact ID

Example: "jsmith"
lastName
string

Last name

Example: "Smith"
firstName
string

First name

Example: "John"
middleName
string

Middle name

Example: "Archibald"
prefix
string

Prefix

Example: "Mr"
printAs
string

Print as

Example: "John Smith"
email1
string

Primary email

Example: "[email protected]"
email2
string

Secondary email

Example: "[email protected]"
phone1
string

Primary phone

Example: "14085551212"
phone2
string

Secondary phone

Example: "14085559876"
mobile
string

Mobile phone

Example: "14085554420"
pager
string

Pager

Example: "14085559987"
fax
string

Fax

Example: "14085555309"
URL1
string

Primary URL

Example: "https://mycompany.com"
URL2
string

Secondary URL

Example: "https://anothercompany.com"
companyName
string

Company name

Example: "AlcoSoft Inc"
object

Mailing Address

object

Contact information to use for shipping, if the entity uses a different address for receiving goods and services.

id
string

Contact ID

Example: "jsmith"
lastName
string

Last name

Example: "Smith"
firstName
string

First name

Example: "John"
middleName
string

Middle name

Example: "Archibald"
prefix
string

Prefix

Example: "Mr"
printAs
string

Print as

Example: "John Smith"
email1
string

Primary email

Example: "[email protected]"
email2
string

Secondary email

Example: "[email protected]"
phone1
string

Primary phone

Example: "14085551212"
phone2
string

Secondary phone

Example: "14085559876"
mobile
string

Mobile phone

Example: "14085554420"
pager
string

Pager

Example: "14085559987"
fax
string

Fax

Example: "14085555309"
URL1
string

Primary URL

Example: "https://mycompany.com"
URL2
string

Secondary URL

Example: "https://anothercompany.com"
companyName
string

Company name

Example: "AlcoSoft Inc"
object

Mailing Address

object

Texts used in invoices and reports.

message
string or null

Message text

Example: "Superior financial Applications. Real-time business visibility. Open, on-demand platform."
marketing
string or null

Marketing text

Example: "Intacct. A Better Way to Run Your Business"
footnote
string or null

Footnote text that will appear on reports and invoices that are printed for the entity.

Example: "All sales final."
reportPrintAs
string

The name of the entity as it will appear on reports and invoices that are printed for the entity.

Example: "My Company LLC"
customTitle
string or null

Entity information displayed in reports, in addition to the entity name. For example, an entity title might include the address and manager name.

Example: "San Jose, California"
businessDays
Array of strings
Default: []

Work days in each week.

Example: ["MONDAY","TUESDAY","WEDNESDAY","THURSDAY","FRIDAY"]
weekends
Array of strings
Default: []

Weekend days.

Example: ["SATURDAY","SUNDAY"]
taxId
string or null

The state or territory tax ID, or VAT ID.

Example: "192354308"
defaultCountryForAddresses
string or null
Default: "unitedStates"

Default country for addresses

Enum: "afghanistan" "alandIslands" "albania" "algeria" "americanSamoa" "andorra" "angola" "anguilla" "antarctica" "antiguaAndBarbuda" "argentina" "armenia" "aruba" "australia" "austria" "azerbaijan" "bahamas" "bahrain" "bangladesh" "barbados" "belarus" "belgium" "belize" "benin" "bermuda" "bhutan" "bolivia" "bonaire,SintEustatiusAndSaba" "bosniaAndHerzegovina" "botswana" "bouvetIsland" "brazil" "britishIndianOceanTerritory" "bruneiDarussalam" "bulgaria" "burkinaFaso" "burundi" "cambodia" "cameroon" "canada" "capeVerde" "caymanIslands" "centralAfricanRepublic" "chad" "chile" "china" "christmasIsland" "cocos(Keeling)Islands" "colombia" "comoros" "congo" "congo,DemocraticRepublic" "cookIslands" "costaRica" "croatia" "cuba" "curaçao" "cyprus" "czechRepublic" "côteD'Ivoire" "denmark" "djibouti" "dominica" "dominicanRepublic" "ecuador" "egypt" "elSalvador" "equatorialGuinea" "eritrea" "estonia" "eswatini" "ethiopia" "falklandIslands(Malvinas)" "faroeIslands" "fiji" "finland" "france" "frenchGuiana" "frenchPolynesia" "frenchSouthernTerritories" "gabon" "gambia" "georgia" "germany" "ghana" "gibraltar" "greece" "greenland" "grenada" "guadeloupe" "guam" "guatemala" "guernsey" "guinea" "guineaBissau" "guyana" "haiti" "heardIs.&McdonaldIslands" "honduras" "hongKong" "hungary" "iceland" "india" "indonesia" "iran,IslamicRepublicOf" "iraq" "ireland" "isleOfMan" "israel" "italy" "jamaica" "japan" "jersey" "jordan" "kazakhstan" "kenya" "kiribati" "korea,Demo.People'sRep." "korea,RepublicOf" "kosovo" "kuwait" "kyrgyzstan" "lao" "latvia" "lebanon" "lesotho" "liberia" "libyanArabJamahiriya" "liechtenstein" "lithuania" "luxembourg" "macao" "macedonia" "madagascar" "malawi" "malaysia" "maldives" "mali" "malta" "marshallIslands" "martinique" "mauritania" "mauritius" "mayotte" "mexico" "micronesia" "moldova,RepublicOf" "monaco" "mongolia" "montenegro" "montserrat" "morocco" "mozambique" "myanmar" "namibia" "nauru" "nepal" "netherlands" "netherlandsAntilles" "newCaledonia" "newZealand" "nicaragua" "niger" "nigeria" "niue" "norfolkIsland" "northernMarianaIslands" "norway" null "oman" "pakistan" "palau" "palestinianTerritory,Occupied" "panama" "papuaNewGuinea" "paraguay" "peru" "philippines" "pitcairn" "poland" "portugal" "puertoRico" "qatar" "reunion" "romania" "russianFederation" "rwanda" "s.Georgia&S.SandwichIs." "saintBarthelemy" "saintHelena" "saintKittsAndNevis" "saintLucia" "saintMartin" "saintPierreAndMiquelon" "saintVincentAndTheGrenadines" "samoa" "sanMarino" "saoTomeAndPrincipe" "saudiArabia" "senegal" "serbia" "seychelles" "sierraLeone" "singapore" "sintMaarten" "slovakia" "slovenia" "solomonIslands" "somalia" "southAfrica" "southSudan" "spain" "sriLanka" "sudan" "suriname" "svalbardAndJanMayen" "sweden" "switzerland" "syrianArabRepublic" "taiwan" "tajikistan" "tanzania,UnitedRepublicOf" "thailand" "timorLeste" "togo" "tokelau" "tonga" "trinidadAndTobago" "tunisia" "turkey" "turkmenistan" "turksAndCaicosIslands" "tuvalu" "uSMinorOutlyingIslands" "uganda" "ukraine" "unitedArabEmirates" "unitedKingdom" "unitedStates" "uruguay" "uzbekistan" "vanuatu" "vaticanCityState" "venezuela" "vietnam" "virginIslands,British" "virginIslands,U.S." "wallisAndFutuna" "westernSahara" "yemen" "zambia" "zimbabwe"
Example: "france"
businessId
string or null

A company's Business ID (SIRET) is a 14-digit number that starts with the SIREN (a 9-digit number that identifies the company itself) followed by 5 digits that identifies the company's physical location or branch.

Example: "453 983 245 12345"
openBooksStartDate
string or null <date>

Open books from

Example: "2021-01-01"
operatingCountry
string or null
Default: null

The country in which the entity operates.

Enum: "afghanistan" "alandIslands" "albania" "algeria" "americanSamoa" "andorra" "angola" "anguilla" "antarctica" "antiguaAndBarbuda" "argentina" "armenia" "aruba" "australia" "austria" "azerbaijan" "bahamas" "bahrain" "bangladesh" "barbados" "belarus" "belgium" "belize" "benin" "bermuda" "bhutan" "bolivia" "bonaire,SintEustatiusAndSaba" "bosniaAndHerzegovina" "botswana" "bouvetIsland" "brazil" "britishIndianOceanTerritory" "bruneiDarussalam" "bulgaria" "burkinaFaso" "burundi" "cambodia" "cameroon" "canada" "capeVerde" "caymanIslands" "centralAfricanRepublic" "chad" "chile" "china" "christmasIsland" "cocos(Keeling)Islands" "colombia" "comoros" "congo" "congo,DemocraticRepublic" "cookIslands" "costaRica" "croatia" "cuba" "curaçao" "cyprus" "czechRepublic" "côteD'Ivoire" "denmark" "djibouti" "dominica" "dominicanRepublic" "ecuador" "egypt" "elSalvador" "equatorialGuinea" "eritrea" "estonia" "eswatini" "ethiopia" "falklandIslands(Malvinas)" "faroeIslands" "fiji" "finland" "france" "frenchGuiana" "frenchPolynesia" "frenchSouthernTerritories" "gabon" "gambia" "georgia" "germany" "ghana" "gibraltar" "greece" "greenland" "grenada" "guadeloupe" "guam" "guatemala" "guernsey" "guinea" "guineaBissau" "guyana" "haiti" "heardIs.&McdonaldIslands" "honduras" "hongKong" "hungary" "iceland" "india" "indonesia" "iran,IslamicRepublicOf" "iraq" "ireland" "isleOfMan" "israel" "italy" "jamaica" "japan" "jersey" "jordan" "kazakhstan" "kenya" "kiribati" "korea,Demo.People'sRep." "korea,RepublicOf" "kosovo" "kuwait" "kyrgyzstan" "lao" "latvia" "lebanon" "lesotho" "liberia" "libyanArabJamahiriya" "liechtenstein" "lithuania" "luxembourg" "macao" "macedonia" "madagascar" "malawi" "malaysia" "maldives" "mali" "malta" "marshallIslands" "martinique" "mauritania" "mauritius" "mayotte" "mexico" "micronesia" "moldova,RepublicOf" "monaco" "mongolia" "montenegro" "montserrat" "morocco" "mozambique" "myanmar" "namibia" "nauru" "nepal" "netherlands" "netherlandsAntilles" "newCaledonia" "newZealand" "nicaragua" "niger" "nigeria" "niue" "norfolkIsland" "northernMarianaIslands" "norway" null "oman" "pakistan" "palau" "palestinianTerritory,Occupied" "panama" "papuaNewGuinea" "paraguay" "peru" "philippines" "pitcairn" "poland" "portugal" "puertoRico" "qatar" "reunion" "romania" "russianFederation" "rwanda" "s.Georgia&S.SandwichIs." "saintBarthelemy" "saintHelena" "saintKittsAndNevis" "saintLucia" "saintMartin" "saintPierreAndMiquelon" "saintVincentAndTheGrenadines" "samoa" "sanMarino" "saoTomeAndPrincipe" "saudiArabia" "senegal" "serbia" "seychelles" "sierraLeone" "singapore" "sintMaarten" "slovakia" "slovenia" "solomonIslands" "somalia" "southAfrica" "southSudan" "spain" "sriLanka" "sudan" "suriname" "svalbardAndJanMayen" "sweden" "switzerland" "syrianArabRepublic" "taiwan" "tajikistan" "tanzania,UnitedRepublicOf" "thailand" "timorLeste" "togo" "tokelau" "tonga" "trinidadAndTobago" "tunisia" "turkey" "turkmenistan" "turksAndCaicosIslands" "tuvalu" "uSMinorOutlyingIslands" "uganda" "ukraine" "unitedArabEmirates" "unitedKingdom" "unitedStates" "uruguay" "uzbekistan" "vanuatu" "vaticanCityState" "venezuela" "vietnam" "virginIslands,British" "virginIslands,U.S." "wallisAndFutuna" "westernSahara" "yemen" "zambia" "zimbabwe"
Example: "france"
object

Legal contact to be used on 1099 form, 1096 form, and taxable payments annual report (TPAR).

enableOnTaxForms
boolean
Default: false

Set to true to include the legal name and address on forms 1099 and 1096 for this entity.

Example: false
enableOnTPAR
boolean
Default: false

Set to true to include the legal name and address on taxable payments annual report (TPAR) for Australian companies and entities.

Example: false
name
string or null

Legal name, to be printed on 1099 form, 1096 form and taxable payments annual report (TPAR).

Example: "Expert Sage Intacct LTD"
object

Legal address to be used on 1099 form, 1096 form and taxable payments annual report (TPAR).

address1
string or null

Legal address line 1

Example: "300 Park Avenue"
address2
string or null

Legal address line 2

Example: "Suite 1400"
address3
string or null

Legal address line 3

Example: "Western industrial area"
city
string or null

Legal city

Example: "San Jose"
state
string or null

Legal state or territory

Example: "California"
zipCode
string or null

Legal ZIP or postal code

Example: "95110"
country
string or null

Legal country

Example: "United States"
countryCode
string or null
Default: null

Legal country code

Enum: "ad" "ae" "af" "ag" "ai" "al" "am" "an" "ao" "aq" "ar" "as" "at" "au" "aw" "ax" "az" "ba" "bb" "bd" "be" "bf" "bg" "bh" "bi" "bj" "bl" "bm" "bn" "bo" "bq" "br" "bs" "bt" "bv" "bw" "by" "bz" "ca" "cc" "cd" "cf" "cg" "ch" "ci" "ck" "cl" "cm" "cn" "co" "cr" "cu" "cv" "cw" "cx" "cy" "cz" "de" "dj" "dk" "dm" "do" "dz" "ec" "ee" "eg" "eh" "er" "es" "et" "fi" "fj" "fk" "fm" "fo" "fr" "ga" "gb" "gd" "ge" "gf" "gg" "gh" "gi" "gl" "gm" "gn" "gp" "gq" "gr" "gs" "gt" "gu" "gw" "gy" "hk" "hm" "hn" "hr" "ht" "hu" "id" "ie" "il" "im" "in" "io" "iq" "ir" "is" "it" "je" "jm" "jo" "jp" "ke" "kg" "kh" "ki" "km" "kn" "kp" "kr" "kw" "ky" "kz" "la" "lb" "lc" "li" "lk" "lr" "ls" "lt" "lu" "lv" "ly" "ma" "mc" "md" "me" "mf" "mg" "mh" "mk" "ml" "mm" "mn" "mo" "mp" "mq" "mr" "ms" "mt" "mu" "mv" "mw" "mx" "my" "mz" "na" "nc" "ne" "nf" "ng" "ni" "nl" "no" "np" "nr" "nu" null "nz" "om" "pa" "pe" "pf" "pg" "ph" "pk" "pl" "pm" "pn" "pr" "ps" "pt" "pw" "py" "qa" "re" "ro" "rs" "ru" "rw" "sa" "sb" "sc" "sd" "se" "sg" "sh" "si" "sj" "sk" "sl" "sm" "sn" "so" "sr" "ss" "st" "sv" "sx" "sy" "sz" "tc" "td" "tf" "tg" "th" "tj" "tk" "tl" "tm" "tn" "to" "tr" "tt" "tv" "tw" "tz" "ua" "ug" "um" "us" "uy" "uz" "va" "vc" "ve" "vg" "vi" "vn" "vu" "wf" "ws" "xk" "ye" "yt" "za" "zm" "zw"
Example: "us"
object

Taxable payments annual report (TPAR) form elements.

object

Legal contact for taxable payments annual report (TPAR).

branchNumber
string or null

Legal branch number on taxable payments annual report (TPAR).

Example: "001"
isPartialExempt
boolean
Default: false

Enable partial VAT exemption. When set to true, users can enter bills with items that are eligible for partial exemption in agreement with the HMRC. Requires that tax solution is United Kingdom - VAT.

Example: true
isDefaultPartialExempt
boolean
Default: false

Set to true to mark items as partial exempt by default on bills and invoices for Accounts Payable and Purchasing with the following tax solutions - Australia GST (RITC), Canadian Sales Tax (ITC), UK VAT.

Example: true
accountingType
string or null
Default: "entity"

Accounting type

Enum: "entity" "fund" null
Example: "entity"
statutoryReportingPeriodDate
string or null <date>

Max lock date for the given entity, used for GL Setup Approval Configuration.

Example: "2021-01-01"
object

Customer associated with the entity.

key
string or null

Unique key of the associated customer.

Example: "15"
id
string

Unique identifier for the customer.

Example: "C-00003"
object

Vendor associated with the entity.

key
string

Unique key of the vendor.

Example: "15"
id
string

Vendor ID.

Example: "V-00014"
object

Unrecoverable tax account for this entity.

key
string or null

Unrecoverable tax account key

Example: "23"
id
string or null

Unrecoverable tax account ID

Example: "123.45"
enableInterEntityRelationships
boolean
Default: false

Set to true to enable different accounts based on the target entity.

Example: true
object

Inter-entity payable account that this entity is associated with. Only applicable if enableInterEntityRelationships = true.

key
string or null

System-assigned unique key of the account for payable inter-entity transactions.

Example: "89"
id
string or null

Inter-entity payable account ID.

Example: "555.99"
object

Inter-entity receivable account that this entity is associated with. Only applicable if enableInterEntityRelationships = true.

key
string or null

System-assigned unique key of the account for receivable inter-entity transactions.

Example: "876"
id
string or null

Inter-entity receivable account ID.

Example: "555.98"
object

The employee who manages the entity.

id
string

Manager employee ID.

Example: "jsmith"
key
string

System-assigned unique key of the manager employee.

Example: "81"
object

The tax solution to be used by this entity. Only for companies subscribed to the Taxes application.

key
string

Tax solution

Example: "23"
id
string

Tax solution

Example: "Australia - GST"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "endDate": "2023-12-31",
  • "status": "inactive"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "1",
    • "id": "entity1693567215",
    • "href": "/objects/company-config/entity/1"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Delete an entity

delete/objects/company-config/entity/{key}

Deletes an entity.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the entity.

Responses
204

No Content

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}

Query entities

post/services/core/query

Queries an object for filtered data.

SecurityOAuth2
Request
Request Body schema: application/json
object
string

Object type to query, in the form <application-name>/<object name>. For custom objects use platform-apps/nsp::<object-name>.

Example: "company-config/entity"
fields
Array of strings

List of fields to include in the response. Can be any combination of these:

  • The name of a field in the object that you are querying, such as id.

  • The name of a field in a related object, using the form relatedObjectName.fieldName, such as vendor.id.

  • The result of an aggregate function run against the values in the returned objects. Use the form function:fieldName, such as min:startDate to return the earliest starting date. Valid function names are:

    • count
    • avg
    • sum
    • min
    • max
  • The result of an aggregate function run against the values in related objects, using the form function:relatedObjectName.fieldName, such as max:vendor.creditLimit. The same functions are supported as for object fields.

Example: ["key","id","max:vendor.creditLimit"]
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object)

Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as {"$eq":{"status":"active"}} to select objects in which status is equal to "active".

Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}]
Array
Any of:

Field value must be equal to this specified value.

For date fields, you can use these macro values that are relative to the current date or the asOfDate in filterParameters, if set:

  • today
  • currentWeek
  • currentMonth
  • currentQuarter
  • currentYear
  • yesterday
  • lastWeek
  • priorMonth
  • priorQuarter
  • priorYear

These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the asOfDate each time to retrieve the same data set for different time periods.

For example, {"eq":{"postingDate":"priorYear"}}.

object

The field name and value to be compared with object values.

Example: {"status":"active"}
filterExpression
string
Default: "and"

Logical operators to apply when there are multiple filter conditions. The conditions in the filters array are implicitly numbered starting at 1. Supports and, or, and grouping with parentheses.

Shortcuts:

  • and by itself means that all conditions must be true.
  • or by itself means that at least one condition must be true.
Example: "(1 and 2) or 3"
object

Pre-defined filter options.

asOfDate
string <date>

The "as of" date to use with any relative date comparisons in filters. For example, if asOfDate is set to "2022-04-01" then priorMonth will be "03".

The current date is used if asOfDate is not set.

Example: "2022-04-01"
includeHierarchyFields
boolean
Default: false

Set to true to include hierarchical structure information with each object in the response.

Example: false
caseSensitiveComparison
boolean
Default: true

Queries are case-sensitive by default. Set to false to ignore case in a query.

Example: true
includePrivate
boolean
Default: false

By default, in a multi-entity company, queries from the top-level entity do not access data in private entities. Set includePrivate to true if you want to query data in private entities.

Example: false
Array of objects

Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order.

Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}]
Array
property name*
additional property
string
Enum: "asc" "desc"
start
integer

First record of the result set to include in the response.

Example: 1
size
integer

Number of records to include in the response.

Example: 100
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "object": "company-config/entity",
  • "filters": [
    • {
      • "$ne": {
        }
      }
    ],
  • "fields": [
    • "key",
    • "id",
    • "name",
    • "endDate"
    ],
  • "orderBy": [
    • {
      • "endDate": "asc"
      }
    ]
}
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "9",
      • "id": "HI",
      • "name": "Hawaii",
      • "endDate": "2023-04-01"
      }
    ],
  • "ia::meta": {
    • "totalCount": 1,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}