Companies post balance sheet, income statement, and statistical transactions to General Ledger accounts. Accounts make it easy to keep track of the transaction type, such as Accounts Payable, Accounts Receivable, Inventory, and the various sub-accounts for those transaction types. The comprehensive list of a company's General Ledger accounts is called its Chart of Accounts.
Returns a collection with a key, ID, and link for each account. This operation is mostly for use in testing; use the query service to find accounts that meet certain criteria and to specify the properties that you want in the response.
OK
Bad Request
{- "ia::result": [
- {
- "key": "406",
- "id": "9999",
- "href": "/objects/general-ledger/account/406"
}, - {
- "key": "407",
- "id": "1501.06",
- "href": "/objects/general-ledger/account/407"
}, - {
- "key": "16",
- "id": "1007",
- "href": "/objects/general-ledger/account/16"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}
Creates a new General Ledger account.
Account to create
id required | string The primary account number. This number must be a specific length, which is set on the Accounting tab of the Company Information page. Example: "1501.04" | ||||||||||||||||||||||||||||
name required | string Name or title of the account, which appears on report headings. Max length is 80. Example: "Expense Account" | ||||||||||||||||||||||||||||
accountType | string Default: "balanceSheet" Type of account:
Example: "balanceSheet" | ||||||||||||||||||||||||||||
normalBalance | string Default: "debit" Sets whether the normal balance, from an accounting standpoint, is a debit or credit. For example, expense accounts are normally a debit. Sales accounts are normally a credit. Example: "debit" | ||||||||||||||||||||||||||||
closingType | string Default: "nonClosingAccount" Sets the account as a closing or non-closing account. Instead of manually closing accounts at year end, you can set them to be closing accounts and then specify the account in which to close that period.
Example: "nonClosingAccount" | ||||||||||||||||||||||||||||
object Account into which this account should close. Required if | |||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||
alternativeGLAccount | string Default: "none" Sets whether the account can be used as an override of the default AP or AR GL accounts.
The same alternative GL account can be used for all line items in a transaction, or different alternative accounts can be set for each line item. For vendors and customers, one alternative GL account can be used for balancing all transactions involving that vendor or customer. Note: Currently, this field applies to bills, invoices, and adjustments only. It doesn't apply to recurring bills or invoices, manual payments, manual deposits, or advances. Example: "payablesAccount" | ||||||||||||||||||||||||||||
disallowDirectPosting | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||
status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||||||||||
object The dimensions that must be included on transactions that post to the account. | |||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||
category | string Account categories are pre-defined groupings that arrange accounts into out-of-the-box reports, graphs, and performance cards. This field is available only for companies that were created with a QuickStart template or chose one later. If enabled, set a category for the account. The available values are tied to the particular QuickStart template used for the company. The category chosen will automatically set values for Example: "Cash and Cash Equivalents" | ||||||||||||||||||||||||||||
isTaxable | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||
taxCode | string Provide the tax return code needed by external tax compliance products to map tax codes to the tax forms that the company uses. Requires tax codes to be enabled in the General Ledger. Example: "CST" | ||||||||||||||||||||||||||||
mrcCode | string The M-3 return code box to map M-3 return codes to your M-3 form. Example: "m-3 1065" |
Created
Bad Request
{- "id": "1501",
- "name": "Vehicle Spare parts - Transmission",
- "accountType": "balanceSheet",
- "closingType": "nonClosingAccount",
- "normalBalance": "debit",
- "alternativeGLAccount": "none",
- "status": "active",
- "requireDimensions": {
- "department": false,
- "location": false
}, - "isTaxable": false,
- "disallowDirectPosting": true
}
{- "ia::result": {
- "key": "356",
- "id": "1501",
- "href": "/objects/general-ledger/account/356"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Returns detailed information for a specified account.
key required | string System-assigned key for the account. Example: 411 |
OK
Bad Request
{- "ia::result": {
- "key": "356",
- "id": "1501",
- "name": "Vehicle Spare parts - Transmission",
- "accountType": "balanceSheet",
- "normalBalance": "debit",
- "closingType": "nonClosingAccount",
- "closeToGLAccount": {
- "id": null,
- "key": null
}, - "status": "active",
- "requireDimensions": {
- "department": false,
- "location": false,
- "project": false,
- "customer": false,
- "vendor": false,
- "employee": false,
- "item": false,
- "class": false,
- "contract": false,
- "warehouse": false
}, - "isTaxable": false,
- "category": null,
- "taxCode": null,
- "mrcCode": null,
- "alternativeGLAccount": "none",
- "audit": {
- "createdDateTime": "2022-10-15T00:05:46Z",
- "modifiedDateTime": "2022-10-15T00:05:46Z",
- "createdBy": "68",
- "modifiedBy": "68"
}, - "disallowDirectPosting": true,
- "href": "/objects/general-ledger/account/356"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing account by setting field values. Any fields not provided remain unchanged.
An account id
(account number) can only be changed if the General Ledger is configured to allow changes to account numbers and by users who have permission to change financial account numbers. Changing account numbers affects important aspects of Sage Intacct such as reports, data imports, historical information, and automation.
key required | string System-assigned key for the account. Example: 411 |
id | string The primary account number. This number must be a specific length, which is set on the Accounting tab of the Company Information page. Example: "1501.04" | ||||||||||||||||||||||||||||
name | string Name or title of the account, which appears on report headings. Max length is 80. Example: "Expense Account" | ||||||||||||||||||||||||||||
accountType | string Default: "balanceSheet" Type of account:
Example: "balanceSheet" | ||||||||||||||||||||||||||||
normalBalance | string Default: "debit" Sets whether the normal balance, from an accounting standpoint, is a debit or credit. For example, expense accounts are normally a debit. Sales accounts are normally a credit. Example: "debit" | ||||||||||||||||||||||||||||
closingType | string Default: "nonClosingAccount" Sets the account as a closing or non-closing account. Instead of manually closing accounts at year end, you can set them to be closing accounts and then specify the account in which to close that period.
Example: "nonClosingAccount" | ||||||||||||||||||||||||||||
object Account into which this account should close. Required if | |||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||
alternativeGLAccount | string Default: "none" Sets whether the account can be used as an override of the default AP or AR GL accounts.
The same alternative GL account can be used for all line items in a transaction, or different alternative accounts can be set for each line item. For vendors and customers, one alternative GL account can be used for balancing all transactions involving that vendor or customer. Note: Currently, this field applies to bills, invoices, and adjustments only. It doesn't apply to recurring bills or invoices, manual payments, manual deposits, or advances. Example: "payablesAccount" | ||||||||||||||||||||||||||||
disallowDirectPosting | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||
status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||||||||||
object The dimensions that must be included on transactions that post to the account. | |||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||
category | string Account categories are pre-defined groupings that arrange accounts into out-of-the-box reports, graphs, and performance cards. This field is available only for companies that were created with a QuickStart template or chose one later. If enabled, set a category for the account. The available values are tied to the particular QuickStart template used for the company. The category chosen will automatically set values for Example: "Cash and Cash Equivalents" | ||||||||||||||||||||||||||||
isTaxable | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||
taxCode | string Provide the tax return code needed by external tax compliance products to map tax codes to the tax forms that the company uses. Requires tax codes to be enabled in the General Ledger. Example: "CST" | ||||||||||||||||||||||||||||
mrcCode | string The M-3 return code box to map M-3 return codes to your M-3 form. Example: "m-3 1065" |
OK
Bad Request
{- "disallowDirectPosting": false
}
{- "ia::result": {
- "key": "356",
- "id": "1501",
- "href": "/objects/general-ledger/account/356"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Deletes an account. You cannot delete an account if the account is used in a book transaction. Deleted accounts cannot be recovered.
key required | string System-assigned key for the account. Example: 411 |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}