API Resources
Comprehensive documentation for all Snapbooks API endpoints and resources
Users and Accounts
To create a client account, you need to create a user account first. Once you have a user account, you can create a client account using the API. A client account is a company or organization that you want to manage accounting for.
Available Endpoints
- Users - Manage user accounts and permissions
- Client Accounts - Configure company accounts
- Contracts - Manage service contracts
Learn more about Users and Accounts
Master Data
Master data is data that is used in multiple places in the API. This includes business partners, assets, departments, and other core entities that are referenced across the system.
Available Endpoints
- Business Partners - Customers and suppliers
- Bank Accounts - Company bank accounts
- Projects - Project management
- Assets - Company property and equipment
- Departments - Business units and activities
- Tags - Categorization and labeling
Documents and Vouchers
Documents and vouchers are used to store information about accounting documents. A document is a scanned or uploaded image, while a voucher is a digital representation of an accounting document.
Available Endpoints
- Files - File management and storage
- Documents - Business document processing
- Vouchers - Digital accounting vouchers
- Document Schemas - Document type definitions
Learn more about Documents and Vouchers
Accounting
Accounting resources are used to store accounting data. This includes general ledger accounts, tax codes, journal entries, and period locks.
Available Endpoints
- General Ledger Accounts - Chart of accounts management
- Tax Codes - VAT and tax configuration
- Journal Entries - Accounting transactions
- Journal Entry Lines - Transaction line items
- Period Locks - Accounting period control
Banking
Banking resources are used to store information about bank transactions and bank statements.
Available Endpoints
- Bank Transactions - Transaction management
- Bank Statements - Statement processing
- Bank Reconciliation - Reconciliation process
- Payment Requests - Payment processing
- Posted Payments - Completed payments
Reports & Settings
Reports provide insights into your accounting data, while settings help configure your company information and preferences.
Available Endpoints
- Financial Reports - Balance sheets, income statements, VAT reports
- Calendar - Event and deadline management
- Chat - Communication system
- Company Settings - Company configuration
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