Chart of Accounts

Get Accounts/Sub-Accounts

Available Filters

Filter Type	Name	Field	Description
between	`start_date`	`date`	created during or after the given date
between	`end_date`	`date`	created during or before the given date
Equals	`currency_code`	`string`	reports using the given currency as primary currency
Equals	`sort`	`string`	Sort the results by the field specified, Example `account_number_asc`
Equals	`state`	`string`	State of the account. Example `active`
Equals	`use_ledger_entries`	`boolean`	Required field. Must be set to `true`

Field Descriptions

Field	Type	Description
`account_name`	`string`	Name of the account
`account_number`	`string`	Account number
`account_type`	`string`	The type of account. Possible values: `asset`, `liability`, `equity`, `income`, `expense`
`account_uuid`	`uuid`	UUID of the account
`balance`	`string`	The balance of the account
`currency_code`	`string`	The currency of the account
`system_account_name`	`string`	Name of the system account
`auto_created`	`boolean`	Whether the account is a system account or not.
`state`	`string`	State of the account. Possible values: `active`, `inactive`
`sub_accounts`	`object`	Subfields: `account_name`, `account_number`, `account_type`, `account_uuid`, `balance`, `currency_code`, `system_account_name`, `auto_created`, `state`, `parent_account_uuid`

Get Individual Account Information

Field Descriptions

Field	Type	Description
`uuid`	`uuid`	UUID of the account
`name`	`string`	Name of the account
`number`	`string`	Account number
`type`	`string`	The type of account. Possible values: `asset`, `liability`, `equity`, `income`, `expense`
`system_account_name`	`string`	Name of the system account
`auto_created`	`boolean`	Whether the account is a system account or not.
`state`	`string`	State of the account. Possible values: `active`, `inactive`
`sub_accounts`	`array`	List of sub account UUIDs.
`parent_account`	`uuid`	Parent account UUID
`description`	`string`	Description of the account

Get Accounts/Sub-Accounts

#REQUEST
curl --location --request GET 'https://api.freshbooks.com/accounting/businesses/<business_uuid>/reports/chart_of_accounts?currency_code=USD&end_date=2024-12-31&sort=account_number_asc&start_date=2024-01-01&state=active&use_ledger_entries=true'  \
--header 'Authorization: Bearer <SET BEARER TOKEN>'

#RESPONSE
{
  "response": {
    "result": {
      "journal_entry_accounts": [
        {
          "account_name": "Cash",
          "account_number": "1000",
          "account_type": "asset",
          "balance": "-10.000",
          "currency_code": "USD",
          "sub_accounts": [
            {
              "account_type": "asset",
              "balance": "-10.000",
              "currency_code": "USD",
              "account_name": "Petty Cash",
              "account_number": "1000-1",
              "account_uuid": "184ba7f5-ce2a-4435-ab67-824cbc082c47",
              "parent_account_uuid": "bbb2fd89-f70d-4738-85ce-80c47c0ceed2",
              "account_sub_type": "Cash & Bank",
              "system_account_name": "Petty Cash",
              "auto_created": false,
              "state": "active"
            },
            {
              "account_type": "asset",
              "balance": "0.000",
              "currency_code": "USD",
              "account_name": "Something else",
              "account_number": "1000-4",
              "account_uuid": "ccbf7404-a0f4-4580-ac71-8b77a9644fe2",
              "parent_account_uuid": "bbb2fd89-f70d-4738-85ce-80c47c0ceed2",
              "account_sub_type": "Cash & Bank",
              "system_account_name": null,
              "auto_created": false,
              "state": "active"
            }
          ],
          "account_uuid": "bbb2fd89-f70d-4738-85ce-80c47c0ceed2",
          "account_sub_type": "Cash & Bank",
          "system_account_name": "Cash",
          "auto_created": true,
          "state": "active"
        },
        {
          "account_name": "Accounts Receivable",
          "account_number": "1200-1",
          "account_type": "asset",
          "balance": "1265.600",
          "currency_code": "USD",
          "sub_accounts": [],
          "account_uuid": "0f321fa9-78db-41ce-8c5f-11605718e5fb",
          "account_sub_type": "Current Asset",
          "system_account_name": "Accounts Receivable",
          "auto_created": false,
          "state": "active"
        },
        ...
      ]
    }
  }
}

Get Individual Account Information

#REQUEST
curl --location --request GET 'https://api.freshbooks.com/accounting/businesses/<business_uuid>/ledger_accounts/accounts/<account_uuid>' \
--header 'Authorization: Bearer <SET BEARER TOKEN>'

#RESPONSE
{
  "data": {
      "uuid": "<account_uuid>",
      "name": "Cash",
      "number": "1000",
      "description": "",
      "type": "asset",
      "sub_type": "Cash & Bank",
      "system_account_name": "Cash",
      "parent_account": null,
      "sub_accounts": [
          "<sub account_uuid>"
      ],
      "auto_created": true,
      "state": "active",
      "updated_at": "2024-10-24T14:14:08.821530Z"
  }
}

Create Account in Chart of Accounts

#REQUEST
curl --location --request POST 'https://api.freshbooks.com/accounting/businesses/<business_uuid>/ledger_accounts/accounts' \
--header 'Authorization: Bearer <SET BEARER TOKEN>' \
--data-raw '{
  "uuid": null,
  "name": "Something else",
  "number": "1000-4",
  "type": "asset",
  "sub_type": "Cash & Bank",
  "parent_account": "<parent account_uuid>",
  "state": "active",
  "system_account_name": null,
  "auto_created": false
}'