> ## Documentation Index > Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt > Use this file to discover all available pages before exploring further. # Create account (v1) > Create a new account in the chart of accounts. Supports parent-child relationships and company access restrictions. ## OpenAPI ````yaml /developers/openapi/resources-v1.json post /public/v1/accounts/ openapi: 3.1.0 info: title: DualEntry Public API version: 1.0.0 description: '' servers: - url: https://api.dualentry.com description: Production environment - url: https://api-dev.dualentry.com description: Development environment (for testing) security: [] tags: - name: Health description: >- Monitor API availability and service status. Use these endpoints to verify connectivity and check if the API is operational. - name: Accounts description: >- Manage your chart of accounts. Create and maintain the accounts used to categorize financial transactions, including assets, liabilities, equity, revenue, and expenses. - name: Budgets description: >- Manage financial budgets. Create and track income statement and balance sheet budgets with monthly cell values, actuals comparison, and classification filtering. - name: Companies description: >- Access and manage company information. Retrieve details about your organization including legal name, tax identifiers, addresses, and accounting preferences. - name: Customers description: >- Manage customer records. Create, update, and track customers who purchase goods or services from your organization, including contact information, billing addresses, and payment terms. - name: Contracts description: >- Manage revenue recognition contracts. Create and retrieve contracts with performance obligations, and manage obligation usage for usage-based obligations. - name: Items description: >- Manage products and services. Define items that appear on invoices and bills, including pricing, descriptions, and associated accounts for revenue or expense tracking. - name: Vendors description: >- Manage vendor and supplier records. Track businesses and individuals from whom you purchase goods or services, including contact details, payment terms, and tax information. - name: Journal Entries description: >- Create and manage manual journal entries. Record direct debits and credits to accounts for adjustments, accruals, reclassifications, and other accounting transactions. - name: Invoices description: >- Manage sales invoices. Create and track invoices sent to customers for goods or services rendered, including line items, taxes, discounts, and payment status. - name: Sales Orders description: >- Create and manage sales orders. Track customer orders for goods or services before invoicing, including line items, quantities, fulfillment status, and invoicing progress. - name: Bills description: >- Manage vendor bills and payables. Record and track bills received from vendors for goods or services purchased, including line items, due dates, and payment tracking. - name: Customer Prepayments description: >- Track advance payments from customers. Access prepayments received before goods or services are delivered, which can be applied to future invoices. - name: Customer Prepayment Applications description: >- Apply customer prepayments and credits to invoices. Record applications of prepayments or credit memos to reduce invoice balances. - name: Customer Deposits description: >- Manage customer deposit transactions. Record and track deposits received from customers as security or partial payment, held in liability accounts until earned or refunded. - name: Customer Refunds description: >- Process and track customer refunds. Record refunds issued to customers for overpayments, returns, or cancelled transactions. - name: Customer Credits description: >- Manage credit memos for customers. Issue credits for returned goods, billing adjustments, or discounts that reduce customer balances or can be applied to future invoices. - name: Cash Sales description: >- Record immediate cash sales transactions. Track sales where payment is received at the time of sale, including point-of-sale transactions and cash receipts. - name: Customer Payments description: >- Record and manage customer payments. Track payments received from customers and apply them to outstanding invoices, including partial payments and overpayments. - name: Recurring Invoices description: >- Automate recurring billing. Set up and manage templates for invoices that are automatically generated on a regular schedule (e.g., monthly subscriptions). - name: Recurring Bills description: >- Automate recurring expenses. Configure templates for bills that repeat on a regular basis (e.g., monthly rent, subscriptions) to streamline expense tracking. - name: Recurring Journal Entries description: >- Automate recurring journal entries. Create templates for journal entries that occur regularly (e.g., monthly depreciation, amortization) to ensure consistent accounting treatment. - name: Classifications description: >- Manage custom classification dimensions. Create and maintain classification categories (e.g., departments, locations, projects) used to tag and analyze transactions across multiple dimensions. - name: Classifications Lines description: >- Manage classification values. Define the specific values within each classification category that can be assigned to transaction line items for detailed reporting and analysis. - name: Custom Fields description: >- Manage custom field definitions. Extend records with organization-specific attributes — name, type (text, number, boolean, date, single_select, multi_select, currency, link, paragraph), default value, options, and which record types (invoice, bill, customer, vendor, etc.) and companies the field applies to. Values are set via the `custom_fields` attribute on each record's create/update endpoint. - name: Purchase Orders description: >- Create and track purchase orders. Manage formal requests to vendors for goods or services, including approval workflows, receiving tracking, and bill matching. - name: Vendor Payments description: >- Record and manage vendor payments. Track payments made to vendors and apply them to outstanding bills and credits, including partial payments and overpayments. - name: Vendor Prepayments description: >- Track advance payments to vendors. Record prepayments made before goods or services are received, which can be applied to future bills. - name: Vendor Prepayment Applications description: >- Apply vendor prepayments to bills. Record applications of prepayments to reduce bill balances and track amounts owed. - name: Vendor Credits description: >- Manage vendor credit memos. Record credits from vendors for returned goods, billing adjustments, or discounts that reduce amounts owed or can be applied to future bills. - name: Vendor Refunds description: >- Process and track vendor refunds. Record refunds received from vendors for overpayments, returns, or cancelled transactions. - name: Paper Checks description: >- Manage paper check printing. Create, queue, and batch print paper checks for vendor payments, direct expenses, vendor prepayments, and customer refunds. - name: Direct Expenses description: >- Record direct expense transactions. Track payments made directly from a bank or credit card account for expenses, without going through the accounts payable process. - name: Bank Transfers description: >- Manage bank-to-bank transfers. Record and track transfers between bank and credit card accounts, including multi-currency transfers with exchange rate handling. - name: Bank Match description: >- Reconcile bank-feed rows against accounting transactions. List bank rows, trigger the matching pipeline, read AI suggestions, and confirm or undo matches. V2 API only. - name: Fixed Assets description: >- Manage fixed assets and capital equipment. Create, update, and track long-lived tangible assets including depreciation schedules, account assignments, and asset lifecycle management. - name: Intercompany Journal Entries description: >- Create and manage intercompany journal entries. Record GL activity that spans two or more companies within the same organization, with per-line company assignment and automatic intercompany elimination. - name: Depreciation Books description: >- Discover available depreciation books for multi-book depreciation. Each organization has a posting book (BOOK) and may have additional tax books (FEDERAL, AMT, STATE_*). V2 API only. - name: VAT Rates description: >- Look up available VAT (Value Added Tax) rates for your organization. Use these IDs as `vat_rate_id` on transaction line items. Rates are scoped by country and include standard, reduced, zero-rated, exempt, and reverse charge types. V2 API only. - name: GST Tax Rates description: >- Look up available GST (Goods and Services Tax) rates for your organization. Use these IDs as `gst_tax_rate_id` on transaction line items. Covers AU, NZ, SG, IN, CA GST regimes and MY SST, with per-component breakdowns (e.g. CGST+SGST for India). V2 API only. - name: Product Tax Codes description: >- Manage organization product tax codes and discover global product tax codes. Use these IDs as `product_tax_code_id` on item payloads. V2 API only. - name: Approval Policies description: >- Manage approval workflows and policies. Define approval rules, steps, conditions, and approvers for different record types. Monitor workflow execution states and view approval history. - name: Inbox description: >- View pending approvals and approval status. Access transactions and records awaiting approval across the organization, including full approval workflow details, approvers, and action history. paths: /public/v1/accounts/: post: tags: - Accounts summary: Create account description: >- Create a new account in the chart of accounts. Supports parent-child relationships and company access restrictions. operationId: core_api_public_accounts_create_account parameters: [] requestBody: content: application/json: schema: $ref: '#/components/schemas/PublicAccountSchemaCreateIn' required: true responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/PublicAccountSchemaOut' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ErrorSchema' '422': description: Unprocessable Content content: application/json: schema: $ref: '#/components/schemas/ErrorSchema' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/ErrorSchema' components: schemas: PublicAccountSchemaCreateIn: properties: name: maxLength: 256 minLength: 2 title: Name type: string description: default: '' maxLength: 512 title: Description type: string number: maximum: 9999999999 minimum: 100 title: Number type: integer account_type: $ref: '#/components/schemas/AccountType' currency_iso_4217_code: anyOf: - $ref: '#/components/schemas/SystemCurrencies' - type: 'null' is_active: title: Is Active type: boolean company_id: title: Company Id type: - integer - 'null' parent_account_id: title: Parent Account Id type: - integer - 'null' category_1099: anyOf: - $ref: '#/components/schemas/Category1099' - const: '' type: string default: '' title: Category 1099 allowed_company_ids: description: >- Company IDs allowed to use this account in transactions. Restricts a shared chart-of-accounts entry to specific entities within your organization. Omit for no company restrictions (bank and credit card accounts use company_id instead). example: - 101 - 102 title: Allowed Company Ids items: type: integer type: - array - 'null' is_monetary: description: >- Whether this account holds monetary items. If not provided, defaults based on account type. title: Is Monetary type: - boolean - 'null' bank_alias: title: Bank Alias maxLength: 256 type: - string - 'null' bank_routing: title: Bank Routing maxLength: 9 minLength: 9 pattern: ^\d{9}$ type: - string - 'null' bank_account_number: title: Bank Account Number maxLength: 20 minLength: 1 type: - string - 'null' iban: title: Iban maxLength: 34 minLength: 15 pattern: ^[A-Z]{2}\d{2}[A-Z0-9]{1,30}$ type: - string - 'null' start_bank_match_date: title: Start Bank Match Date format: date type: - string - 'null' required: - name - number - account_type - currency_iso_4217_code - is_active - parent_account_id title: PublicAccountSchemaCreateIn type: object PublicAccountSchemaOut: properties: created_by: anyOf: - $ref: '#/components/schemas/AuditActorSchemaOut' - type: 'null' updated_by: anyOf: - $ref: '#/components/schemas/AuditActorSchemaOut' - type: 'null' id: title: Id type: integer name: title: Name type: string number: title: Number type: integer description: title: Description type: string is_active: title: Is Active type: boolean is_system: title: Is System type: boolean company_id: title: Company Id type: - integer - 'null' parent_account_id: title: Parent Account Id type: - integer - 'null' account_type: $ref: '#/components/schemas/AccountType' currency_iso_4217_code: anyOf: - $ref: '#/components/schemas/SystemCurrencies' - type: 'null' description: >- The ISO 4217 code of the currency of the account. Only available for bank type accounts. category_1099: anyOf: - $ref: '#/components/schemas/Category1099' - const: '' type: string title: Category 1099 system_ref: anyOf: - $ref: '#/components/schemas/SystemAccountNames' - type: 'null' required: - id - name - number - description - is_active - is_system - company_id - parent_account_id - account_type - currency_iso_4217_code - category_1099 - system_ref title: PublicAccountSchemaOut type: object ErrorSchema: properties: success: const: false default: false title: Success type: boolean errors: additionalProperties: items: type: string type: array title: Errors type: object required: - errors title: ErrorSchema type: object AccountType: enum: - bank - accounts_receivable - other_current_asset - fixed_asset - unbilled_receivable - deferred_expense - other_asset - investment - accounts_payable - credit_card - deferred_revenue - long_term_liability - other_current_liability - equity - income - cost_of_goods_sold - expense - other_income - other_expense title: AccountType type: string SystemCurrencies: enum: - AED - AFN - ALL - AMD - ANG - AOA - ARS - AUD - AWG - AZN - BAM - BBD - BDT - BGN - BHD - BIF - BMD - BND - BOB - BRL - BSD - BTN - BWP - BYN - BZD - CAD - CDF - CHF - CLF - CLP - CNY - COP - CRC - CUP - CVE - CZK - DJF - DKK - DOP - DZD - EGP - ERN - ETB - EUR - FJD - FKP - GBP - GEL - GHS - GIP - GMD - GNF - GTQ - GYD - HKD - HNL - HTG - HUF - IDR - ILS - INR - IQD - IRR - ISK - JMD - JOD - JPY - KES - KGS - KHR - KMF - KPW - KRW - KWD - KYD - KZT - LAK - LBP - LKR - LRD - LSL - LYD - MAD - MDL - MGA - MKD - MMK - MNT - MOP - MRU - MUR - MVR - MWK - MXN - MYR - MZN - NAD - NGN - NIO - NOK - NPR - NZD - OMR - PAB - PEN - PGK - PHP - PKR - PLN - PYG - QAR - RON - RSD - RUB - RWF - SAR - SBD - SCR - SDG - SEK - SGD - SHP - SLL - SOS - SRD - STN - SVC - SYP - SZL - THB - TJS - TMT - TND - TOP - TRY - TTD - TWD - TZS - UAH - UGX - USD - UYU - UZS - VES - VND - VUV - WST - XAF - XAG - XAU - XCD - XDR - XOF - XPD - XPF - XPT - YER - ZAR - ZMW - ZWL title: SystemCurrencies type: string Category1099: enum: - NEC-Box 1 - MISC-Box 1 - MISC-Box 2 - MISC-Box 3 - MISC-Box 4 - MISC-Box 5 - MISC-Box 6 - MISC-Box 8 - MISC-Box 9 - MISC-Box 10 - MISC-Box 11 - MISC-Box 12 - MISC-Box 14 - MISC-Box 15 - INT-Box 1 - INT-Box 2 - INT-Box 3 - DIV-Box 1a - DIV-Box 1b - DIV-Box 2a - DIV-Box 2b - DIV-Box 2c - DIV-Box 2d - DIV-Box 2e - DIV-Box 2f - DIV-Box 3 - DIV-Box 4 - DIV-Box 5 - DIV-Box 6 - DIV-Box 7 - DIV-Box 8 - DIV-Box 9 - DIV-Box 10 - DIV-Box 12 - DIV-Box 13 title: Category1099 type: string AuditActorSchemaOut: description: Schema for audit actor information. properties: actor_type: title: Actor Type type: - string - 'null' email: title: Email type: - string - 'null' first_name: title: First Name type: - string - 'null' last_name: title: Last Name type: - string - 'null' timestamp: title: Timestamp format: date-time type: - string - 'null' title: AuditActorSchemaOut type: object SystemAccountNames: enum: - Accounts Receivable - IC Accounts Receivable - IC Due From - Vendor Deposits - Undeposited Funds - Accumulated Depreciation - Accounts Payable - IC Accounts Payable - IC Due To - Customer Deposits - Tax Payable - Accrued Purchases - Deferred Revenue - Cumulative Translation Adjustment - Elimination - Cumulative Translation Adjustment - Retained Earnings - Net Income - Realized Gain/Loss - Unrealized Gain/Loss - Matching Gain/Loss - Rounding Gain/Loss title: SystemAccountNames type: string ````