Client Onboarding

Save business answers or defer file collection

Save token-scoped business answers. Set deferFiles=true to record that the customer will send files later. Import settings and bank connections are left to the accountant. Legacy source fields remain accepted. This client action is excluded from MCP.

patch/client-onboarding/public/enrollments/{token}/book-setup

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/client-onboarding/public/enrollments/{token}/book-setup
  • Auth: none required

Path parameters

tokenstring required

Request body

deferFilesboolean

Record that the customer will send files later.

setupAnswersobject
bookSetupMethod'quickbooks' | 'bank_csv' | 'fresh_start'

Persist the customer's file source. The current UI offers quickbooks or bank_csv; fresh_start remains for older integrations. Original source_file uploads preserve this choice and remain a neutral file handoff.

cutoffDatestring date nullable
accountingBasis'accrual' | 'cash' | 'not_sure' | 'null' nullable

Response

Updated post-sale book-setup projection

Changes

No recorded changes to this operation across all 5 revisions of this API.