Accounting Export
Migrating from the Legacy Expense API to the New Export API (v3)
How to export expenses to your accounting or ERP system with the Export API (v3) instead of the legacy Expense API.
Coming soon (Q4 2026): Migrating from the Legacy Export API v2 to the New Export API (v3)
How to change the version in your Export API calls from v2 to v3 and handle the extra data that v3 returns.
Coming soon (Q4 2026): Migrating from the Legacy Export API v1 to the New Export API (v3)
How to skip v2 and move directly from v1 to v3, including the change in the Export Item payload structure.
Coming soon (Q4 2026): Migrating from the Legacy Export API v0 to the New Export API (v3)
How to skip v1 and v2 and move directly from v0 to v3, including the change in the Export Item payload structure.
Coming soon (Q4 2026): Migrating from the Legacy Receipt API to the New Export API (v3)
How to get receipts as attachments of Export Items instead of using the legacy Receipt API.
Coming soon (Q4 2026): Migrating from the Legacy Tax Code API to the New Tax Code API
How to read Tax Codes with the new Tax Code API instead of the legacy Tax Code API.
Coming soon (Q4 2026): Migrating from the Legacy Tax Code API to the New Export API (v3)
How to get the Tax Code of each expense on the Export Item instead of looking it up with the legacy Tax Code API.
Coming soon (Q4 2026): Migrating from the Legacy Accounts API to the New Chart of Accounts API
How to manage the accounts of a company with the new Chart of Accounts API instead of the legacy Accounts API.
Coming soon (Q4 2026): Migrating from the Legacy Accounts API to the New Bookkeeping Categories API
How to manage category groups and categories with the new Bookkeeping Categories API instead of the legacy Accounts API.
Coming soon (Q4 2026): Migrating from the Legacy Tag Groups API to the New Tags API
How to manage tag groups and tags with the new Tags API instead of the legacy Tag Groups API.
User Management
Migrating from the Legacy Teams API to the New Teams API
How to migrate from the legacy Teams API (
/teams) to the new Teams API (/v1/teams).Coming soon (Q4 2026): Getting Team Member Details with the New Employees API
How to read the name, email and job title of team members with the new Employees API, now that the new Teams API returns employee IDs only.
Project Management
Migrating from the Legacy Expense API to the New Accounting Entries API
How to fetch expense data for your own workflows with the Accounting Entries API instead of the legacy Expense API.
Coming soon (Q4 2026): Migrating from the Legacy Receipt API to the New Accounting Entries API
How to look up receipts outside an export with the Accounting Entries API instead of the legacy Receipt API.
Coming soon (Q4 2026): Migrating from the Legacy Tag Groups API to the New Tags API
How to manage tag groups and tags with the new Tags API instead of the legacy Tag Groups API.
Company Balance
Migrating from the Legacy Company Balance API to the New Company Balance API
How to migrate from the legacy company-level balance endpoint to the new per-account Company Balance API.