Table of Contents
Want to improve your finance team's productivity, streamline processes, and grant your company greater business insight than ever before? Find out more about AccountsIQ's Financial Management Software.
API Overview
AccountsIQ is a cloud-based accounting software designed to streamline financial management processes for businesses of all sizes. It offers a comprehensive suite of features, including general ledger, accounts payable and receivable, cash management, project accounting, and multi-currency support. AccountsIQ's user-friendly interface and intuitive navigation make it easy for users to manage their finances, generate reports, and gain insights into their financial performance. With its robust functionality and scalability, AccountsIQ empowers businesses to automate their accounting tasks, improve efficiency, and make informed financial decisions.
AccountsIQ API provides a comprehensive set of REST APIs that enable developers to integrate AccountsIQ with other applications and systems. The API documentation is extensive and well-organized, providing detailed information on each endpoint, request and response formats, and error handling. AccountsIQ's REST APIs cover a wide range of functionality, including creating and managing accounts, transactions, invoices, and customers. Additionally, AccountsIQ supports webhooks, allowing developers to subscribe to events and receive real-time notifications when specific actions occur within the system. To ensure optimal performance, AccountsIQ implements rate limits to prevent excessive API usage and maintain system stability.
API Request Limits
SDKs
APIs
Method: Post
Description: Account name creation and update..
Endpoint: /AccountCentre/SaveClientAccountEnquiry
Parameters: /ClientAccountEnquiry, ClientAccountName, ClientAccountShortName, ClientAccountCountry, ClientAccountVatNumber, ClientAccountVatRegistrationDate, ClientAccountTelephoneNumber, ClientAccountEmailAddress, ClientAccountIsRetailCustomer
Method: Get
Description: Account information retrieval..
Endpoint: /AccountCentre/GetClientAccountEnquiry
Parameters: /ClientAccountEnquiryId
Method: Get
Description: Account information retrieval..
Endpoint: /AccountCentre/GetClientAccountEnquiry
Parameters: /ClientAccountEnquiryId
Method: Get
Description: Bank account listing..
Endpoint: /BankAccounts/GetClientBankAccounts
Parameters: /ClientAccountId
Method: Post
Description: Bank account creation and update..
Endpoint: /BankAccounts/SaveClientBankAccount
Parameters: /ClientBankAccount, ClientAccountId, BankAccountName, BankAccountNumber, Bank, BankSwiftBic, BankAddress, BankPostcode, BankAccountIban, BankAccountBic, AccountClassification, DefaultBankAccount, IncomeBankAccount, ExpenditureBankAccount, ClientBankAccountNumber
Method: Post
Description: Bank transaction creation..
Endpoint: /BankTransactions/SaveClientBankTransaction
Parameters: /ClientBankAccountRef, TransactionDate, Description, Narrative, Reference, Amount, VatAmount, IsPosted, IsBankReconciled, ReconciledDate, BankAccountChequeNumber, PaymentMethod, ClientBankTransactionId, DocumentId, ContactId, Task_Id, Job_Id, BudgetHeaderId, ProjectId, SupplierInvoiceId, PurchaseOrderId, ExpenseHeaderId, CashReceiptId, InvoiceId, CreditNoteId, BankTransactionTotal, TransactionTaxRate, TransactionTaxAmount, TransactionUnitPrice, TransactionQuantity, IsReverseCharge, TransactionType, NominalAccountId, ProjectBudgetDetailId, ProjectExpenseBudgetId, ProjectExpenseBudgetCode, ProjectExpenseHeaderId, ProjectLabourBudgetDetailId, ProjectLabourBudgetId, ProjectLabourBudgetCode, ProjectLabourHeaderId, ProjectMaterialBudgetDetailId, ProjectMaterialBudgetId, ProjectMaterialBudgetCode, ProjectMaterialHeaderId, BankReconciliationId
Method: Post
Description: Multiple records in single API call..
Endpoint: /BulkData/SaveBulkData
Parameters: /ListObj, ListObjType, ClientAccountId
Method: Get
Description: Client contact listing..
Endpoint: /ClientCentre/GetClientContacts
Parameters: /ClientAccountId
Method: Post
Description: Client contact creation and update..
Endpoint: /ClientCentre/SaveClientContact
Parameters: /ClientContact, ClientAccountId, ContactType, Title, FirstName, LastName, JobTitle, DateOfBirth, PhoneNumber, EmailAddress, Address, PostCode, Website, Notes, IsPreferredContact, IsDefaultContact, IsMainContact, InternalID
Method: Get
Description: Client contact listing..
Endpoint: /ClientCentre/GetClientContacts
Parameters: /ClientAccountId
Method: Post
Description: Contact creation and update..
Endpoint: /Contacts/SaveContact
Parameters: /Contact, ContactType, Title, FirstName, LastName, JobTitle, DateOfBirth, PhoneNumber, EmailAddress, Address, PostCode, Website, Notes
Method: Get
Description: Contact information retrieval..
Endpoint: /Contacts/GetContact
Parameters: /ContactId
Method: Delete
Description: Contact deletion..
Endpoint: /Contacts/DeleteContact
Parameters: /ContactId
Method: Post
Description: Cost type creation and update..
Endpoint: /CostTypes/SaveClientCostType
Parameters: /ClientCostType, ClientAccountId, CostType, CostTypeCode, Active
Method: Get
Description: Cost type listing..
Endpoint: /CostTypes/GetClientCostTypes
Parameters: /ClientAccountId
Method: Delete
Description: Cost type deletion..
Endpoint: /CostTypes/DeleteClientCostType
Parameters: /ClientCostTypeId
Method: Post
Description: Credit note creation and update..
Endpoint: /CreditNoteCentre/SaveCreditNote
Parameters: /CreditNote, ClientAccountId, ContactId, CreditorId, InvoiceId, CreditNoteDate, Narrative, Terms, DueDate, TaxPointDate, TotalValue, DocumentDate, DocumentHeaderTypeId, DocumentStatus, InvoiceTotal, InvoiceDate, InvoiceDueDate, CreditNoteTotal, CreditNoteNumber, IsPosted, NominalAccountId, IsEmailed, IsViewed, Reference, Currency, DocumentId, Deliveries_List, PaymentTerms_List, Contact_List, ExpenseLine_List, Item_List, Job_List, NominalAccount_List, Project_List, PurchaseOrder_List, Supplier_List, Task_List, TimeRecording_List, VatReturn_List, TaxCategory_List, CreditNoteLine_List
Method: Get
Description: Credit note retrieval..
Endpoint: /CreditNoteCentre/GetCreditNote
Parameters: /CreditNoteId
Method: Get
Description: Credit note retrieval..
Endpoint: /CreditNoteCentre/GetCreditNoteByNumber
Parameters: /CreditNoteNumber, ClientAccountId
Method: Get
Description: Currency rate listing..
Endpoint: /CurrencyRates/GetCurrencyRates
Parameters: /CurrencyCode
Method: Post
Description: Currency rate creation and update..
Endpoint: /CurrencyRates/SaveCurrencyRate
Parameters: /CurrencyRate, CurrencyCode, Rate, Date
Method: Post
Description: Department creation and update..
Endpoint: /Departments/SaveDepartment
Parameters: /Department, DepartmentName, DepartmentCode, ParentId, LocationId, ManagerContactId, TelephoneNumber, Email, Address, Notes, BudgetedHours, ActualHoursWorked
Method: Get
Description: Department listing..
Endpoint: /Departments/GetDepartments
Parameters: /LocationId
Method: Get
Description: Department listing..
Endpoint: /Departments/GetDepartments
Parameters: /LocationId
Method: Post
Description: Expense creation and update..
Endpoint: /ExpenseCentre/SaveExpense
Parameters: /Expense, ClientAccountId, ContactId, SupplierId, ExpenseDate, Description, Narrative, Amount, VatAmount, ExpenseType, ExpenseLine, InvoiceLineId, IsPosted, IsReimbursed, IsBilled, JobId, ProjectId, TaskId, DocumentId, BankTransactionId, PurchaseOrderId, ExpenseLines_List, Contact_List, Supplier_List, Job_List, Project_List, Task_List, BankTransaction_List, PurchaseOrder_List, Item_List, ExpenseApproval_List, ExpenseClaim_List, Document_List, NominalAccount_List
Method: Get
Description: Expense retrieval..
Endpoint: /ExpenseCentre/GetExpense
Parameters: /ExpenseId
Method: Get
Description: Expense retrieval..
Endpoint: /ExpenseCentre/GetExpenseByNumber
Parameters: /ExpenseNumber, ClientAccountId
Method: Delete
Description: Expense deletion..
Endpoint: /ExpenseCentre/DeleteExpense
Parameters: /ExpenseId
Method: Post
Description: Expense claim creation and update..
Endpoint: /ExpenseClaims/SaveExpenseClaim
Parameters: /ExpenseClaim, ClientAccountId, ContactId, ClaimDate, Narrative, TotalValue, IsPosted, IsApproved, IsRejected, ExpenseLine_List, Contact_List, Task_List, Project_List, Item_List, Expense_List, Approval_List, Task_List, Job_List, Project_List, Supplier_List, CashReceipt_List, CreditNote_List, Document_List, BankTransaction_List, PurchaseOrder_List, Invoice_List, ExpenseClaimLine_List, ExpenseCentre_List
Method: Get
Description: Expense claim retrieval..
Endpoint: /ExpenseClaims/GetExpenseClaim
Parameters: /ExpenseClaimId
Method: Get
Description: Expense claim retrieval..
Endpoint: /ExpenseClaims/GetExpenseClaimByNumber
Parameters: /ExpenseClaimNumber, ClientAccountId
Method: Delete
Description: Expense claim deletion..
Endpoint: /ExpenseClaims/DeleteExpenseClaim
Parameters: /ExpenseClaimId
Method: Post
Description: Expense type creation and update..
Endpoint: /ExpenseTypes/SaveExpenseType
Parameters: /ExpenseType, ExpenseTypeName, ExpenseTypeCode, Active
Method: Get
Description: Expense type listing..
Endpoint: /ExpenseTypes/GetExpenseTypes
Parameters: /ClientAccountId
Method: Delete
Description: Expense type deletion..
Endpoint: /ExpenseTypes/DeleteExpenseType
Parameters: /ExpenseTypeId
Method: Get
Description: Nominal account balance retrieval..
Endpoint: /GeneralLedgerCentre/GetNominalAccountBalance
Parameters: /NominalAccountId, ClientAccountId, FromPeriod, ToPeriod
Method: Get
Description: Nominal account listing..
Endpoint: /GeneralLedgerCentre/GetNominalAccounts
Parameters: /ClientAccountId
Method: Post
Description: Inventory item creation and update..
Endpoint: /Inventory/SaveInventoryItem
Parameters: /InventoryItem, InventoryItemName, InventoryItemCode, Active, InventoryItemDescription, InventoryItemUnitPrice, InventoryItemCostPrice, InventoryItemCategory, InventoryItemDepartment, InventoryItemLocation, InventoryItemSupplierId, InventoryItemPurchaseAccountId, InventoryItemSalesAccountId, InventoryItemCogsAccountId, InventoryItemAssetAccountId, NominalAccount, ItemLine_List
Method: Get
Description: Inventory item listing..
Endpoint: /Inventory/GetInventoryItems
Parameters: /ClientAccountId
Method: Get
Description: Inventory item listing..
Endpoint: /Inventory/GetInventoryItems
Parameters: /ClientAccountId
Method: Delete
Description: Inventory item deletion..
Endpoint: /Inventory/DeleteInventoryItem
Parameters: /InventoryItemId
Method: Post
Description: Invoice creation and update..
Endpoint: /InvoiceCentre/SaveInvoice
Parameters: /Invoice, ClientAccountId, ContactId, DebtorId, InvoiceDate, DueDate, Narrative, Terms, TaxPointDate, TotalValue, DocumentDate, DocumentHeaderTypeId, DocumentStatus, CreditNoteTotal, CreditNoteNumber, InvoiceTotal, InvoiceNumber, IsPosted, NominalAccountId, IsEmailed, IsViewed, InvoiceLine_List, Contact_List, Debtor_List, ExpenseLine_List, Item_List, Job_List, NominalAccount_List, Project_List, PurchaseOrder_List, Supplier_List, Task_List, TimeRecording_List, VatReturn_List, TaxCategory_List, InvoiceLine_List
Method: Get
Description: Invoice retrieval..
Endpoint: /InvoiceCentre/GetInvoice
Parameters: /InvoiceId
Method: Get
Description: Invoice retrieval..
Endpoint: /InvoiceCentre/GetInvoiceByNumber
Parameters: /InvoiceNumber, ClientAccountId
Method: Post
Description: Item category creation and update..
Endpoint: /ItemCategories/SaveItemCategory
Parameters: /ItemCategory, ItemCategoryName, ItemCategoryCode, Active
Method: Get
Description: Item category listing..
Endpoint: /ItemCategories/GetItemCategories
Parameters: /ClientAccountId
Method: Delete
Description: Item category deletion..
Endpoint: /ItemCategories/DeleteItemCategory
Parameters: /ItemCategoryId
Method: Post
Description: Item creation and update..
Endpoint: /ItemCentre/SaveItem
Parameters: /Item, ClientAccountId, ItemName, ItemCode, Active, ItemDescription, ItemUnitPrice, ItemCostPrice, ItemCategory, ItemDepartment, ItemLocation, ItemSupplierId, ItemPurchaseAccountId, ItemSalesAccountId, ItemCogsAccountId, ItemAssetAccountId, NominalAccount
FAQ
What is the AccountsIQ API?
The AccountsIQ API is a set of RESTful web services that allow you to interact with your AccountsIQ data programmatically.
How do I get started with the AccountsIQ API?
You can get started with the AccountsIQ API by creating a developer account and following the getting started guide.
What are the rate limits for the AccountsIQ API?
The rate limits for the AccountsIQ API are 100 requests per second per user.
How do I authenticate to the AccountsIQ API?
You can authenticate to the AccountsIQ API using OAuth2.0.
How do I create a sandbox account?
You can create a sandbox account by clicking on the 'Create Sandbox Account' button in the developer portal.