Resources and endpoints
Users and accounts
To create a client account, you need to create a user account first. You can create a user account using the Snapbooks web app. 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. You can create multiple client accounts for the same user account.
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. For example, business partners are used in documents, vouchers and journal entries, while assets represent company property and equipment, and departments help organize business activities. Master data is also used in reports for filtering and grouping.
Uploaded documents and vouchers
Documents and vouchers are used to store information about accounting documents. A document is a scanned or uploaded image of an accounting document, such as a receipt or invoice. A voucher is a digital representation of an accounting document. A voucher is created by extracting information from a document. A voucher can be created manually or automatically.
Uploaded documents and vouchers
Accounting
Accounting resources are used to store accounting data. This includes general ledger accounts, tax codes, journal entries, and period locks. Period locks help maintain data integrity by preventing modifications to closed accounting periods.
Reports
Reports are used to get information about accounting data. Reports are generated based on accounting data and master data.
Banking
Banking resources are used to store information about bank transactions and bank statements. Bank transactions are used to store information about transactions on a bank account. Bank statements are used to store information about bank statements.
Settings
Settings resources are used to store information about company settings. This includes company information, accounting periods and VAT codes.