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Schema
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Filter operations
Accounts
9
Books
29
get
/books/instances
List the Books instances you can act on
get
/books/journal-entries
List journal entries
put
/books/journal-entries
Update multiple journal entries
post
/books/journal-entries
Create multiple journal entries
delete
/books/journal-entries
Delete multiple journal entries
get
/books/journal-entries/{booksId}
List all journal entries
put
/books/journal-entries/{booksId}
Bulk update journal entries
post
/books/journal-entries/{booksId}
Create multiple Journal Entries
delete
/books/journal-entries/{booksId}
Bulk delete journal entries
get
/books/journal-entry/{booksId}/{journalEntryId}
Retrieve a Journal Entry
get
/books/journal-entry/{journalEntryId}
Retrieve a journal entry
get
/books/ledger-balances
Retrieve ledger balances over a date range
get
/books/ledger/{ledgerId}
Retrieve a ledger (general ledger account)
get
/books/ledgers
List the live chart of accounts
put
/books/ledgers
Update ledgers (general ledger accounts)
post
/books/ledgers
Create ledgers (general ledger accounts)
delete
/books/ledgers
Delete ledgers (general ledger accounts)
put
/books/ledgers/opening-balances
Set or clear ledger opening balances
get
/books/line-entries
List line entries (general ledger activity) across ledgers
get
/books/reports/balance-sheet
Retrieve a balance sheet
get
/books/reports/cash-flow
Retrieve a cash flow report
get
/books/reports/profit-and-loss
Retrieve a profit and loss statement
delete
/books/rule/{ruleId}
Delete a categorization rule
get
/books/rules
List categorization rules
post
/books/rules
Create a categorization rule
get
/books/source-accounts
List source accounts (bank, card, and other transaction feeds)
get
/books/transaction/{transactionId}
Retrieve a transaction
get
/books/transactions
List a source account's transactions
post
/books/transactions/categorize
Categorize or split transactions
Budgets
8
Cards
7
Categories
4
Credit
2
Customers
5
Events
2
Invest
2
Invoices
8
Merchants
1
Onboarding
1
Organization
1
Receipts
4
Recipient Invites
4
Recipients
7
Reimbursements
7
SAFEs
3
Send Money
2
Statements
1
Transactions
4
Transfer Money Requests
3
Treasury
3
Users
2
Vault
1
Webhooks
6
Books
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Changes to Retrieve a balance sheet
get
/books/reports/balance-sheet
Nov 3, 2026
95c77a617769
Revision changes
info
endpoint added