Accounts: add a basic account
accounts_addAdd a basic account by specifying its type (cash, bank/institution, other), name, and posting account number. Creates a new account record in the bookkeeping system.
Instructions
๐ก WRITE ยท creates data โ Creates new records (receipts, transactions, postings, invoices, master data). Not idempotent โ calling twice may create duplicates. add a basic account Add a basic account
Endpoint: POST /accounts/add
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The name of the basic account. | |
| type | Yes | The type of the basic account. Accepted values: "cash", "bank/institution", "other". | |
| api_key | No | Optional. The BB customer api_key to act on. Defaults to the BB_API_KEY configured on the server โ only set this to target a different customer. | |
| is_revision_safe | No | If you create a basic account of type cash, you can make this revision_safe. That means, you cannot remove already saved transactions without creating a cancellation transaction. NOTE: This will only work for cash accounts! If specified, the field will be validated. | |
| postingaccount_number | Yes | The postingaccount_number of the basic account. | |
| receipt_creates_transaction | No | If a receipt assigned to this basic account should automatically create a transaction, this parameter should be true. If specified, the field will be validated. |