Chart of Accounts Report

Additional Access Requirements

user:account:read

Available Filters

Filter Type	Name	Field	Description
Between	`start_date`	`date`	Starting date for report
Between	`end_date`	`date`	Ending date for report
Equals	`currency_code`	`string`	Currency for report
Equals	`account_type`	`string`	Filter by Account Type
Equals	`state`	`string`	Filter by Account state; i.e. `active`
Equals	`sort`	`string`	Sort results based on field; Takes a string in the form of `_`
Equals	`use_ledger_entries`	`boolean`	Required field. Must be set to `true`

Get Chart of Accounts

#Request
curl --location --request GET 'https://api.freshbooks.com/accounting/businesses/{business_uuid}/reports/chart_of_accounts?user_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": "925.000",
          "currency_code": null,
          "sub_accounts": [
            {
              "account_type": "asset",
              "balance": "-25.000",
              "currency_code": null,
              "account_name": "Cash (general)",
              "account_number": "1000",
              "account_uuid": "2a990740-40d6-4529-a604-be0d68cf9d90",
              "parent_account_uuid": "2a990740-40d6-4529-a604-be0d68cf9d90",
              "account_sub_type": "Cash & Bank",
              "system_account_name": "Cash",
              "auto_created": true,
              "state": "active"
            },
            {
              "account_type": "asset",
              "balance": "950.000",
              "currency_code": null,
              "account_name": "Petty Cash",
              "account_number": "1000-1",
              "account_uuid": "95026d52-14ac-4008-9f81-c0e4ac77c3ce",
              "parent_account_uuid": "2a990740-40d6-4529-a604-be0d68cf9d90",
              "account_sub_type": "Cash & Bank",
              "system_account_name": "Petty Cash",
              "auto_created": false,
              "state": "active"
            }
          ],
          "account_uuid": "2a990740-40d6-4529-a604-be0d68cf9d90",
          "account_sub_type": "Cash & Bank",
          "system_account_name": "Cash",
          "auto_created": true,
          "state": "active"
        },
        {
          "account_name": "Accounts Receivable",
          "account_number": "1200",
          "account_type": "asset",
          "balance": "0.000",
          "currency_code": null,
          "sub_accounts": [],
          "account_uuid": "734750cd-4b8b-42cd-ab54-38f53aac38ad",
          "account_sub_type": "Current Asset",
          "system_account_name": "Accounts Receivable",
          "auto_created": false,
          "state": "active"
        },
        < ... more accounts data ... >
      ]
    }
  }
}

Example Chart of Accounts request with report filters

#Request

curl --location --request GET 'https://api.freshbooks.com/accounting/businesses/{business_uuid}/reports/chart_of_accounts?user_ledger_entries=true&account_type=liability&currency_code=CAD&end_date=2023-12-31&sort=account_number_asc&start_date=2023-01-01&state=active' 
--header 'Authorization: Bearer  <SET BEARER TOKEN>'