Create an Account

Xero

xero

accountCode, accountSubType (

Xero Supported Types

) are mandatory fields and accountNumber is required for Bank account types.

Zohobooks

zohobook

accountSubType can be one of following values - [other_asset, other_current_asset, cash, bank, fixed_asset, other_current_liability, credit_card, long_term_liability, other_liability, equity, income, other_income, expense, cost_of_goods_sold, other_expense, accounts_receivable and accounts_payable]

Microsoft Dynamics 365

microsoft-dynamics-365

creation of account is supported for "Bank Account" category only.

Sage Intacct

sageIntacct

Quickbooks

quickbooks

type, subtype and accountNumber are mandatory fields.

Netsuite

netsuite

Pass "currency" key in metaData. For example - USD, INR etc.

Freshbooks

freshbooks

creation of account is supported for "Ledger Account" category only. "Type" is not honored by app rather it is decided based on "subType". Possible values for subType are- ["Cash & Bank","Current Asset","Property, Plant, and Equipment","Long-Term Asset","Current Liability","Long-Term Liability","Equity","Income","Cost of Goods Sold","Operating Expense"]

Sage 200 Standard

sage200

Creation of account is supported for BANK_ACCOUNT category only. accountCode and metaData.sortCode are required fields of type string (less than 9 chars). name, description, accountNumber, subType are honored fields. subType should be one of : BankAccountTypeCurrent, BankAccountTypeDeposit, BankAccountTypeSagePayments, BankAccountTypeSageCloudPayments

Wave Financial

wave

Oracle Financials

oracle-financials

• Supported fields: category, accountNumber, name, subType, description, metaData.currencyId, metaData.bankBranchName, and metaData.companyName.
• Required fields: category, accountNumber, name, metaData.currencyId, metaData.bankBranchName, and metaData.companyName.
• Use passthrough request to get the list of bank branches for metaData.bankBranchName.
• subType possible values: Checking, Savings, and Other.

Odoo Accounting Online

odoo

BANK_ACCOUNT: accountNumber, metadata.contactId are required fields. LEDGER_ACCOUNT: accountCode, subType are required fields. subType should be one of"asset_receivable", "asset_cash", "asset_current", "asset_non_current", "asset_prepayments", "asset_fixed", "liability_payable", "liability_credit_card", "liability_current", "liability_non_current", "equity", "equity_unaffected", "income", "income_other", "expense", "expense_depreciation", "expense_direct_cost" name, description are honored fields in both account categories.