Chart of Accounts

The Account Object

Accounts are the categories a business uses to record and classify accounting transactions. From the Accounts endpoint, you can retrieve a list of all accounts for a specified business.

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Beta API Versions
API versions labelled as Beta are not subject to our standard versioning policy. As such, they may undergo small breaking changes until they are transitioned to the stable version. We encourage you to exercise caution when using Beta API versions and take the necessary steps to ensure a smooth integration into your applications

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Account Normalization
Railz normalizes all chart of accounts using 4 subclassifications: section, subSection, group and subGroup. See account normalization for more details and a list of all classifications.

Field	Type	Description
id	string	Identifier for the account, unique for the business in the accounting service.
nominalCode	string	The nominal code of the account used to classify accounts by department or account type.
name sortable, filterable	string	Name of the account.
description	string	Description of the account.
section sortable, filterable	string	Railz normalized account classification. See account normalization for more details.
subSection sortable, filterable	string	Railz normalized account classification. See account normalization for more details.
group sortable, filterable	string	Railz normalized account classification. See account normalization for more details.
subGroup sortable, filterable	string	Railz normalized account classification. See account normalization for more details.
classification sortable, filterable	string	The classification of an account in the accounting service, e.g. Asset.
depth sortable, filterable	string	The hierarchial level of the account in the Accounts list. The highest level accounts are level 1, the lowest is n. This is an example showing account hierarchy: Assets - Level 1 Current Assets - Level 2 Bank Accounts - Level 3 National Bank Account 1 - Level 4
fullyQualifiedName sortable, filterable	string	The fully qualified name prepends the topmost parent, followed by each subaccount separated by colons and takes the form of Parent:Account1:SubAccount1:SubAccount2.
currencyRef	Reference Types	Currency of the account.
currentBalance sortable, filterable	decimal	The running balance of all credits and debits applied to the account.
type sortable, filterable	string	Type of an account in the accounting service, e.g. Fixed Asset.
subtype sortable, filterable	string	Subtype of an account in the accounting service, e.g. Fixed Asset.
isBankAccount sortable, filterable	boolean	Specifies whether the account is a bank account or not.
isSubAccount sortable, filterable	boolean	Specifies whether the account is a sub account or not.
isActive sortable, filterable	boolean	Specifies whether the account is an active account or not.
isPosting sortable, filterable	boolean	Specifies whether direct posting is allowed into this account.
parentRef	Reference Types	Reference to parent account if this represents a subaccount.
taxRateRef	Reference Types	Reference to the default tax rate used by this account.
sourceModifiedDate sortable, filterable	string See Date	The date on which this record was last modified in the accounting service.

The Account Reference Object

Data types that reference an account, for example, bill and invoice line items, use an accountRef that includes the id and name of the linked account.

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Using Account Reference in Push
For convenience, when pushing data accountRef can be used alone with the id as a value instead of nesting it within.