Merge Accounting - Accounts

Accounts

An Account represents a category in a company’s ledger in which a financial transaction is recorded against. The aggregation of each Account object is often referred to as the Chart of Accounts.

An Account can be classified into one of the following categories, determined through the classification field:

Asset: Accounts Receivable and Bank Accounts
Liability: Accounts Payable and Credit Card Accounts
Equity: Treasury Accounts and Retained Earnings
Revenue: Income and Other Income
Expense: Cost of Goods Sold and Office Expenses

Looking for Bank Accounts?

Bank Accounts are represented as an Account with a classification of ASSET.

Properties

idUUID

remote_idString

The third-party API ID of the matching object.

created_atDateTime (ISO 8601)

The datetime that this object was created by Merge.

modified_atDateTime (ISO 8601)

The datetime that this object was modified by Merge.

nameString

The account's name.

descriptionString

The account's description.

classificationEnum

The account's broadest grouping. Possible values include: ASSET, EQUITY, EXPENSE, LIABILITY, REVENUE. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

typeStringDeprecated

The account's type is a narrower and more specific grouping within the account's classification.

The type field on the Account object is deprecated

account_typeEnum

Normalized account type- which is a narrower and more specific grouping within the account's classification. Possible values include: BANK, CREDIT_CARD, ACCOUNTS_PAYABLE, ACCOUNTS_RECEIVABLE, FIXED_ASSET, OTHER_ASSET, OTHER_CURRENT_ASSET, OTHER_EXPENSE, OTHER_INCOME, COST_OF_GOODS_SOLD, OTHER_CURRENT_LIABILITY, LONG_TERM_LIABILITY, NON_POSTING. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

statusEnum

The account's status. Possible values include: ACTIVE, PENDING, INACTIVE. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

current_balanceNumber

The account's current balance.

currencyEnum

The account's currency. Possible values include: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

account_numberString

The account's number.

parent_accountUUID

ID of the parent account.

companyUUID

The company the account belongs to.

remote_was_deletedBoolean

Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. Learn more.

field_mappingsObject

remote_dataRemoteData[]

The RemoteData object

The RemoteData object is used to represent the full data pulled from the third-party API for an object.

Properties

pathString

The third-party API path that is being called.

dataAny

The data returned from the third-party for this object in its original, unnormalized format.

GET

/accounts

https://api.merge.dev/api/accounting/v1/accounts

APAC

Returns a list of Account objects.

Query & path parameters

account_typeString

Optional

If provided, will only return accounts with the passed in enum.

classificationString

Optional

If provided, will only return accounts with this classification.

company_idString

Optional

If provided, will only return accounts for this company.

created_afterDateTime (ISO 8601)

Optional

If provided, will only return objects created after this datetime.

created_beforeDateTime (ISO 8601)

Optional

If provided, will only return objects created before this datetime.

cursorString

Optional

The pagination cursor value.

expandString

Optional

Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

include_deleted_dataBoolean

Optional

include_remote_dataBoolean

Optional

Whether to include the original data Merge fetched from the third-party to produce these models.

include_shell_dataBoolean

Optional

Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

modified_afterDateTime (ISO 8601)

Optional

If provided, only objects synced by Merge after this date time will be returned.

modified_beforeDateTime (ISO 8601)

Optional

If provided, only objects synced by Merge before this date time will be returned.

nameString

Optional

If provided, will only return Accounts with this name.

page_sizeInteger

Optional

Number of results to return per page.

remote_fieldsString

Optional

Deprecated. Use show_enum_origins.

remote_idString

Optional

The API provider's ID for the given object.

show_enum_originsString

Optional

A comma separated list of enum field names for which you'd like the original values to be returned, instead of Merge's normalized enum values. Learn more

statusString

Optional

If provided, will only return accounts with this status.

Field support by integration

Use the /linked-accounts endpoint to pull platform support information

Clear Books

FreeAgent

FreshBooks

Microsoft Dynamics 365 Business Central

Microsoft Dynamics Finance and Operations

Moneybird

NetSuite

QuickBooks Desktop

QuickBooks Online

Sage Business Cloud Accounting

Sage Intacct

Wave Financial

Workday

Xero

Zoho Books

POST

/accounts

Beta

https://api.merge.dev/api/accounting/v1/accounts

APAC

Creates an Account object with the given values. To run asynchronously, see our guide.

Query & path parameters

is_debug_modeBoolean

Optional

Whether to include debug fields (such as log file links) in the response.

run_asyncBoolean

Optional

Whether or not third-party updates should be run asynchronously.

Body parameters

modelObject

Required

Find available fields below under “Model Parameters”.

Model parameters

View app-specific writable fields under “Field support by platform” in this section.

nameString

The account's name.

descriptionString

The account's description.

classificationEnum

The account's broadest grouping. Must pass in one of the following choices: ASSET, EQUITY, EXPENSE, LIABILITY, REVENUE.

typeString

The account's type is a narrower and more specific grouping within the account's classification.

account_typeEnum

Normalized account type- which is a narrower and more specific grouping within the account's classification. Must pass in one of the following choices: BANK, CREDIT_CARD, ACCOUNTS_PAYABLE, ACCOUNTS_RECEIVABLE, FIXED_ASSET, OTHER_ASSET, OTHER_CURRENT_ASSET, OTHER_EXPENSE, OTHER_INCOME, COST_OF_GOODS_SOLD, OTHER_CURRENT_LIABILITY, LONG_TERM_LIABILITY, NON_POSTING.

statusEnum

The account's status. Must pass in one of the following choices: ACTIVE, PENDING, INACTIVE.

current_balanceNumber

The account's current balance.

currencyEnum

The account's currency. Must pass in one of the following choices: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL.

account_numberString

The account's number.

parent_accountUUID

ID of the parent account. Must pass in a valid Merge ID, which can be obtained from the id field in the Parent_account object.

companyUUID

The company the account belongs to. Must pass in a valid Merge ID, which can be obtained from the id field in the CompanyInfo object.

integration_paramsObject

linked_account_paramsObject

Field support by integration

Use the /linked-accounts endpoint to pull platform support information

Clear Books

QuickBooks Online

Xero

Microsoft Dynamics 365 Business Central

Unsupported by API provider

To include the correct model fields when making POST requests, use the GET /accounts/meta/post endpoint. Learn more in our /meta guide.

GET

/accounts/{id}

https://api.merge.dev/api/accounting/v1/accounts/{id}

APAC

Returns an Account object with the given id.

Query & path parameters

expandString

Optional

Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

idUUID

Required

include_remote_dataBoolean

Optional

Whether to include the original data Merge fetched from the third-party to produce these models.

include_shell_dataBoolean

Optional

Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

remote_fieldsString

Optional

Deprecated. Use show_enum_origins.

show_enum_originsString

Optional

A comma separated list of enum field names for which you'd like the original values to be returned, instead of Merge's normalized enum values. Learn more

Field support by integration

Use the /linked-accounts endpoint to pull platform support information

Clear Books