MEmercurytechnologies
Books

List source accounts (bank, card, and other transaction feeds)

Changed on

Returns every source account of a Books instance. A source account is a bank account, credit card, or other feed whose transactions Books imports into the general ledger. Call this first to find the source account whose transactions you want to list or categorize. Each source account has: id, to pass as sourceAccountId to GET /books/transactions (getBooksTransactions) and GET /books/transaction/{transactionId} (getBooksTransaction). It is not a ledger ID. name, its display name. ledgerId, the general ledger (GL) account its transactions post to. debitCredit, the side a positive transaction amount posts to: debit for an asset such as a bank account, credit for a liability such as a credit card. businessPersonal, business or personal. origin, where it comes from: mercury (a Mercury account), plaid (an external account linked through Plaid), rutterCommerce (a commerce platform connection), or manual (transactions added by hand).

get/books/source-accounts

Request

Query parameters

booksIdstring uuid

The Books instance to act on. Must be the token organization's own instance, which it defaults to.

Response

Example response

{
  "sourceAccounts": [
    {
      "id": "7JRNsKwy2Lw66caxVU7WGC",
      "ledgerId": "7JRNsKwy2Lw66caxVU7WGC"
    }
  ]
}

Changes