IQ Books — Bank

Categorise and/or confirm a bank transaction

Updates draft fields (category, VAT, description) and/or, with confirm: true, posts the double-entry journal via the native confirm path (period-lock and balance enforced there). At least one updatable field or confirm: true must be supplied. Requires scope iqbooks:write. Requires a vat_control-role account to exist in the organisation when the posting carries VAT; otherwise 422 unprocessable_entity ("VAT Control account is required ...").

patch/api/v1/iqbooks/organisations/{organisationId}/bank-transactions/{id}

Request

  • Base URL: https://api.reconcileiq.com
  • URL: https://api.reconcileiq.com/api/v1/iqbooks/organisations/{organisationId}/bank-transactions/{id}
  • Auth: one of:
    • HTTP bearer
    • API key in header X-API-Key

Path parameters

organisationIdinteger required

IQ Books organisation id. The caller must be an accepted member; otherwise 404 (no existence leak).

idinteger required

Request body

category_account_idinteger nullable

null explicitly clears the category.

vat_amountnumber
vat_codestring
descriptionstring
confirmboolean

true posts the journal.

Response

Updated / confirmed.

Changes

No recorded changes to this operation across all 1 revision of this API.