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
Properties

idUUID
Required

remote_idString
Optional
The third-party API ID of the matching object.

created_atDateTime (ISO 8601)
Required
The datetime that this object was created by Merge.

modified_atDateTime (ISO 8601)
Required
The datetime that this object was modified by Merge.

nameString
Optional
The account's name.

descriptionString
Optional
The account's description.

classificationEnum
Optional
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.

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

statusEnum
Optional
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.

current_balanceNumber
Optional
The account's current balance.

currencyEnum
Optional
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.

account_numberString
Optional
The account's number.

parent_accountUUID
Optional
ID of the parent account.

companyUUID
Optional
The company the account belongs to.

remote_was_deletedBoolean
Required
Indicates whether or not this object has been deleted in the third party platform.

field_mappingsObject
Optional

remote_dataRemoteData[]
Optional


GET
/accounts

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

US
EU

Returns a list of Account objects.


Query & Path Parameters

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
Whether to include data that was marked as deleted by third party webhooks.

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

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.

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

Field support by integration
See all supported fields
Use the /linked-accounts endpoint to pull platform support information
Clear Books
Clear Books
FreeAgent
FreeAgent
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central
Moneybird
Moneybird
NetSuite
NetSuite
QuickBooks Online
QuickBooks Online
Sage Business Cloud Accounting
Sage Business Cloud Accounting
Sage Intacct
Sage Intacct
Wave Financial
Wave Financial
Workday
Workday
Xero
Xero
Zoho Books
Zoho Books
POST
/accounts
Beta

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

US
EU

Creates an Account object with the given values.


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.

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 Company object.

integration_paramsObject

linked_account_paramsObject

Field support by integration
See all supported fields
Use the /linked-accounts endpoint to pull platform support information
QuickBooks Online
QuickBooks Online
Xero
Xero
Not seeing an integration that you're looking for? Submit a request for it.
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}

US
EU

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.

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
See all supported fields
Use the /linked-accounts endpoint to pull platform support information
Clear Books
Clear Books
FreeAgent
FreeAgent
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central
Moneybird
Moneybird
NetSuite
NetSuite
QuickBooks Online
QuickBooks Online
Sage Business Cloud Accounting
Sage Business Cloud Accounting
Sage Intacct
Sage Intacct
Wave Financial
Wave Financial
Workday
Workday
Xero
Xero
Zoho Books
Zoho Books
GET
/accounts/meta/post

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

US
EU

Returns metadata for Account POSTs.


Field support by integration
See all supported fields
Use the /linked-accounts endpoint to pull platform support information
QuickBooks Online
QuickBooks Online
Xero
Xero
Not seeing an integration that you're looking for? Submit a request for it.