Bank accounts
A bank account is a bank account. It is used to record bank transactions and reconcile bank statements. You can create what is called “house bank accounts” in Snapbooks. These are bank accounts that’s owned by the client account. You can also create bank accounts that are owned by business partners.
When you create a bank account, you need to specify the bank account type. The bank account type determines how the bank account is used in Snapbooks. You also need to specify the either bank account number (BBAN) and bank country, or IBAN account number. The rest of the bank account information is then fetched from the bank.
Endpoints
| Method |
Endpoint |
Description |
| GET |
/bank-accounts |
List bank accounts |
| POST |
/bank-accounts |
Create a bank account |
| GET |
/bank-accounts/{id} |
Get a bank account |
| PUT |
/bank-accounts/{id} |
Update a bank account |
| DELETE |
/bank-accounts/{id} |
Delete a bank account |
Attributes
| Attribute |
Type |
Description |
| id |
string |
The ID of the bank account |
| created_at |
string |
The date and time when the bank account was created |
| created_by_id |
integer |
The ID of the user that created the bank account |
| updated_at |
string |
The date and time when the bank account was last updated |
| updated_by_id |
integer |
The ID of the user that last updated the bank account |
| client_account_id |
string |
The client account ID of the bank account. Relation to: ClientAccount |
| business_partner_id |
string |
The business partner ID of the bank account. Relation to: BusinessPartner |
| name |
string |
The name of the bank account |
| type |
enum |
The type of the bank account. Possible values: CURRENT, SAVINGS, LOAN |
| bban |
string |
The BBAN account number of the bank account |
| iban |
string |
The IBAN account number of the bank account |
| bank_country |
string |
The country code of the bank account |
| bank_name |
string |
The name of the bank |
| bank_zip |
string |
The zipcode of the bank |
| bank_city |
string |
The city of the bank |
| bic |
string |
The BIC code of the bank |
| routing_number |
string |
The routing number of the bank |
| currency_code |
string |
The currency of the bank account |
| is_active |
boolean |
Whether the bank account is active or not |
Relationships
| Relationship |
Type |
Description |
| client_account |
ClientAccount |
The client account of the bank account |
| business_partner |
BusinessPartner |
The business partner of the bank account |