AccelBooks offers a Transaction API that allows for direct manipulation of transaction data within your application. This setup provides an alternative to third-party integrations like Plaid, offering greater control over how transactions are processed and managed.

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Getting Started

Ensure you have the required API credentials, which include client_id and client_secret, necessary for authenticating requests to the API.

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Transaction API Endpoints

Utilize the following endpoints to manage transactions for a specific company:

  • POST /company/:id/transactions – Add new transactions for a specified company.
  • GET /company/:id/transactions – Retrieve all transactions for a specified company.
  • GET /company/:id/transactions/{transactionId} – Retrieve details of a specific transaction for a specified company.
  • PUT /company/:id/transactions/{transactionId} – Update an existing transaction for a specified company.
  • DELETE /company/:id/transactions/{transactionId} – Remove a specific transaction for a specified company.

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Adding a Transaction

To add a transaction to a specific company, send a POST request with the transaction details:

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Request

POST /api/company/:id/transactions
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "date": "2024-01-15",
  "description": "Invoice payment received",
  "amount": 500,
  "currency": "USD",
  "category": "Income",
  "accountId": "acc_123456"
}

Replace :id with the actual company ID to which the transaction belongs.

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Successful Response

{
  "success": true,
  "message": "Transaction added successfully",
  "data": {
    "transactionId": "txn_123456",
    "date": "2024-01-15",
    "description": "Invoice payment received",
    "amount": 500,
    "currency": "USD",
    "category": "Income",
    "accountId": "acc_123456"
  }
}

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Error Response

{
  "success": false,
  "message": "Error adding transaction: [Error Detail]"
}

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Best Practices

  • Validation: Validate data on the client side before submitting it to ensure it meets API requirements and enhances user experience.
  • Error Handling: Implement robust error handling to manage API request failures gracefully.
  • Security: Secure all communications with the API using HTTPS to protect sensitive financial data.
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