Ledger accounts

List all ledger accounts of an administration

GET /ledger_accounts(.:format)

Returns a list of all the ledger accounts in the administration.

Pagination is not supported for this endpoint.

Example: returns a list of ledger accounts

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XGET \
  https://moneybird.com/api/v2/123/ledger_accounts.json?
    
    

Response

        
          
          Status: 200 OK

[
  {
    "id": "416796588443174517",
    "administration_id": 123,
    "name": "Algemene kosten",
    "account_type": "expenses",
    "account_id": null,
    "parent_id": null,
    "created_at": "2024-03-29T10:30:23.281Z",
    "updated_at": "2024-03-29T10:30:23.281Z",
    "allowed_document_types": [
      "purchase_invoice",
      "financial_mutation",
      "general_journal_document"
    ],
    "taxonomy_item": {
      "taxonomy_version": "3.5",
      "code": "WBedAlkOal",
      "name": "Algemene kosten",
      "name_english": "General expenses",
      "reference": "4215010"
    }
  },
  {
    "id": "416796588476728964",
    "administration_id": 123,
    "name": "Betaalde en/of ontvangen btw",
    "account_type": "current_liabilities",
    "account_id": null,
    "parent_id": "416796588443174511",
    "created_at": "2024-03-29T10:30:23.315Z",
    "updated_at": "2024-03-29T10:30:23.315Z",
    "allowed_document_types": [
      "financial_mutation",
      "general_journal_document"
    ],
    "taxonomy_item": {
      "taxonomy_version": "3.5",
      "code": "BSchBepBtwAfo",
      "name": "Afgedragen omzetbelasting",
      "name_english": "Remitted Value Added Tax",
      "reference": "1205010.13"
    }
  },
  {
    "id": "416796588443174511",
    "administration_id": 123,
    "name": "Btw",
    "account_type": "current_liabilities",
    "account_id": null,
    "parent_id": null,
    "created_at": "2024-03-29T10:30:23.281Z",
    "updated_at": "2024-03-29T10:30:23.281Z",
    "allowed_document_types": [
      "financial_mutation",
      "general_journal_document"
    ],
    "taxonomy_item": {
      "taxonomy_version": "3.5",
      "code": "BSchBepBtwOvm",
      "name": "Overige mutaties omzetbelasting",
      "name_english": "Other Value Added Tax adjustments",
      "reference": "1205010.15"
    }
  }
]

Returns information about a ledger account

GET /ledger_accounts/:id(.:format)

Example: returns a ledger account

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XGET \
  https://moneybird.com/api/v2/123/ledger_accounts/416796707071722684.json?
    
    

Response

        
          
          Status: 200 OK

{
  "id": "416796707071722684",
  "administration_id": 123,
  "name": "Grootboekrekening daa5bd99b5e177a85ce1",
  "account_type": "revenue",
  "account_id": null,
  "parent_id": null,
  "created_at": "2024-03-29T10:32:16.416Z",
  "updated_at": "2024-03-29T10:32:16.416Z",
  "allowed_document_types": [
    "sales_invoice",
    "financial_mutation",
    "general_journal_document"
  ],
  "taxonomy_item": {
    "taxonomy_version": "3.5",
    "code": "WOmzAovEie",
    "name": "Eiergeld",
    "name_english": "Egg money",
    "reference": "8008040"
  }
}

Example: returns 404 when requesting unexisting ledger account

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XGET \
  https://moneybird.com/api/v2/123/ledger_accounts/831921.json?
    
    

Response

        
          
          Status: 404 Not Found

{
  "error": "record not found",
  "symbolic": {
    "id": "not_found"
  }
}

Creates a new ledger account

POST /ledger_accounts(.:format)

The account_type determines the kind of ledger account, this can be any of the following values: non_current_assets, current_assets, equity, provisions, non_current_liabilities, current_liabilities, revenue, direct_costs, expenses, other_income_expenses

By providing the parent_id, it is possible to create a tree of ledger accounts. Make sure the account_types of the parent and child equal.

Parameters

Parameter	Type	Description
`ledger_account[name]`	`String`	Required Should be unique for this combination of administration and account type.
`ledger_account[account_type]`	`String`	Required Can be `non_current_assets`, `current_assets`, `equity`, `provisions`, `non_current_liabilities`, `current_liabilities`, `revenue`, `direct_costs`, `expenses` or `other_income_expenses`.
`ledger_account[account_id]`	`String`	Optional field, also known as general ledger code. Should be unique.
`ledger_account[parent_id]`	`Integer`	Id of the parent ledger account. Should be a valid ledger account id.
`ledger_account[allowed_document_types]`	`Array`	Can be `sales_invoice`, `purchase_invoice`, `general_journal_document`, `financial_mutation` or `payment`.
`ledger_account[description]`	`String`
`rgs_code`	`String`	Existing RGS version 3.5 code, e.g. ‘WMfoBelMfo’

Example: creates a new ledger account

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPOST \
  -d '{"ledger_account":{"name":"Test ledger account","account_type":"expenses","account_id":2182}}' \
  https://moneybird.com/api/v2/123/ledger_accounts.json
    
    

Response

        
          
          Status: 201 Created

{
  "id": "416796707279340734",
  "administration_id": 123,
  "name": "Test ledger account",
  "account_type": "expenses",
  "account_id": "2182",
  "parent_id": null,
  "created_at": "2024-03-29T10:32:16.614Z",
  "updated_at": "2024-03-29T10:32:16.614Z",
  "allowed_document_types": [
    "purchase_invoice",
    "financial_mutation",
    "general_journal_document"
  ],
  "taxonomy_item": null
}

Example: creates a new ledger account with taxonomy item by providing an existing RGS code

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPOST \
  -d '{"rgs_code":"WOmzAovEie","ledger_account":{"name":"Test ledger account","account_type":"expenses","account_id":2182}}' \
  https://moneybird.com/api/v2/123/ledger_accounts.json
    
    

Response

        
          
          Status: 201 Created

{
  "id": "416796707394684096",
  "administration_id": 123,
  "name": "Test ledger account",
  "account_type": "expenses",
  "account_id": "2182",
  "parent_id": null,
  "created_at": "2024-03-29T10:32:16.724Z",
  "updated_at": "2024-03-29T10:32:16.724Z",
  "allowed_document_types": [
    "purchase_invoice",
    "financial_mutation",
    "general_journal_document"
  ],
  "taxonomy_item": {
    "taxonomy_version": "3.5",
    "code": "WOmzAovEie",
    "name": "Eiergeld",
    "name_english": "Egg money",
    "reference": "8008040"
  }
}

Example: returns error when provided RGS code does not belong to a taxonomy item of version 3.5

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPOST \
  -d '{"rgs_code":"1234","ledger_account":{"name":"Test ledger account","account_type":"expenses","account_id":2182}}' \
  https://moneybird.com/api/v2/123/ledger_accounts.json
    
    

Response

        
          
          Status: 404 Not Found

{
  "error": "Given RGS code does not belong to a taxonomy item of version 3.5",
  "symbolic": {
    "rgs_code": "not_found"
  }
}

Example: returns an error when name is not provided

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPOST \
  -d '{"ledger_account":{"account_type":"expenses","account_id":2182}}' \
  https://moneybird.com/api/v2/123/ledger_accounts.json
    
    

Response

        
          
          Status: 400 Bad Request

{
  "error": "Name is required",
  "symbolic": {
    "ledger_account": {
      "name": "required"
    }
  }
}

Example: returns an error when an empty name is provided

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPOST \
  -d '{"ledger_account":{"name":"","account_type":"expenses","account_id":2182}}' \
  https://moneybird.com/api/v2/123/ledger_accounts.json
    
    

Response

        
          
          Status: 422 Unprocessable Entity

{
  "error": {
    "name": [
      "mag niet leeg zijn"
    ]
  }
}

Updates a ledger account

PATCH /ledger_accounts/:id(.:format)

Parameters

Parameter	Type	Description
`ledger_account[name]`	`String`	Should be unique for this combination of administration and account type.
`ledger_account[account_id]`	`String`	Optional field, also known as general ledger code. Should be unique.
`ledger_account[account_type]`	`String`	Can be `non_current_assets`, `current_assets`, `equity`, `provisions`, `non_current_liabilities`, `current_liabilities`, `revenue`, `direct_costs`, `expenses` or `other_income_expenses`.
`ledger_account[parent_id]`	`Integer`	Id of the parent ledger account. Should be a valid ledger account id.
`ledger_account[allowed_document_types]`	`Array`	Can be `sales_invoice`, `purchase_invoice`, `general_journal_document`, `financial_mutation` or `payment`.
`ledger_account[description]`	`String`
`rgs_code`	`String`	Existing RGS version 3.5 code, e.g. ‘WMfoBelMfo’

Example: updates the information in the ledger account

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPATCH \
  -d '{"ledger_account":{"name":"New name"}}' \
  https://moneybird.com/api/v2/123/ledger_accounts/416796707718694082.json
    
    

Response

        
          
          Status: 200 OK

{
  "id": "416796707718694082",
  "administration_id": 123,
  "name": "New name",
  "account_type": "revenue",
  "account_id": null,
  "parent_id": null,
  "created_at": "2024-03-29T10:32:17.033Z",
  "updated_at": "2024-03-29T10:32:17.091Z",
  "allowed_document_types": [
    "sales_invoice",
    "financial_mutation",
    "general_journal_document"
  ],
  "taxonomy_item": {
    "taxonomy_version": "3.5",
    "code": "WOmzAovEie",
    "name": "Eiergeld",
    "name_english": "Egg money",
    "reference": "8008040"
  }
}

Example: updates a ledger account with taxonomy item by providing an existing RGS code

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPATCH \
  -d '{"rgs_code":"WMfoBelMfo","ledger_account":{"name":"new name"}}' \
  https://moneybird.com/api/v2/123/ledger_accounts/416796707866543301.json
    
    

Response

        
          
          Status: 200 OK

{
  "id": "416796707866543301",
  "administration_id": 123,
  "name": "new name",
  "account_type": "revenue",
  "account_id": null,
  "parent_id": null,
  "created_at": "2024-03-29T10:32:17.174Z",
  "updated_at": "2024-03-29T10:32:17.234Z",
  "allowed_document_types": [
    "sales_invoice",
    "financial_mutation",
    "general_journal_document"
  ],
  "taxonomy_item": {
    "taxonomy_version": "3.5",
    "code": "WMfoBelMfo",
    "name": "Mutatie fiscale oudedagsreserve",
    "name_english": "Change in tax-deferred retirement reserve",
    "reference": "9104010"
  }
}

Example: returns error when provided RGS code does not belong to a taxonomy item of version 3.5

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPATCH \
  -d '{"rgs_code":"1234","ledger_account":{"name":"new name"}}' \
  https://moneybird.com/api/v2/123/ledger_accounts/416796707971400904.json
    
    

Response

        
          
          Status: 404 Not Found

{
  "error": "Given RGS code does not belong to a taxonomy item of version 3.5",
  "symbolic": {
    "rgs_code": "not_found"
  }
}

Example: returns an error when validations are failing

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPATCH \
  -d '{"ledger_account":{"name":""}}' \
  https://moneybird.com/api/v2/123/ledger_accounts/416796708155950282.json
    
    

Response

        
          
          Status: 422 Unprocessable Entity

{
  "error": {
    "name": [
      "mag niet leeg zijn"
    ]
  }
}

Example: returns a 404 when the ledger account does not exist

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XPATCH \
  -d '{"ledger_account":{"name":"New name"}}' \
  https://moneybird.com/api/v2/123/ledger_accounts/12341.json
    
    

Response

        
          
          Status: 404 Not Found

{
  "error": "record not found",
  "symbolic": {
    "id": "not_found"
  }
}

Deletes a ledger account

DELETE /ledger_accounts/:id(.:format)

Example: deletes a ledger account

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XDELETE \
  -d '{}' \
  https://moneybird.com/api/v2/123/ledger_accounts/416796708340499660.json
    
    

Response

        
          
          Status: 204 No Content

Example: returns 404 when the ledger account does not exist

Request

    curl -s -H "Content-Type: application/json" -H "Authorization: Bearer 84ec207ad0154a508f798e615a998ac1fd752926d00f955fb1df3e144cba44ab" \
  -XDELETE \
  -d '{}' \
  https://moneybird.com/api/v2/123/ledger_accounts/21321.json
    
    

Response

        
          
          Status: 404 Not Found

{
  "error": "record not found",
  "symbolic": {
    "id": "not_found"
  }
}