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What is a Bookkeeping Category?

A bookkeeping category describes the purpose of an expense, such as travel, office supplies, or software. Bookkeeping categories help customers classify expenses consistently before exporting accounting entries to their ERP or accounting system. Each bookkeeping category belongs to a bookkeeping category group. It can also be linked to an account from the customer’s chart of accounts and to a tax code.

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Bookkeeping Category Management

The Bookkeeping Categories API allows you to create, retrieve, update, delete, and search for bookkeeping categories. Each bookkeeping category is identified by a unique categoryId.
  • Create a bookkeeping category within an existing bookkeeping category group using the POST Create a new bookkeeping category endpoint.
  • Retrieve a bookkeeping category by ID using the GET Retrieve a bookkeeping category by its ID endpoint.
  • Update a bookkeeping category’s name, category group, linked account, tax code, metadata, or archived status using the PUT Update a bookkeeping category endpoint.
  • Delete a bookkeeping category using the DELETE Delete a bookkeeping category endpoint.
  • Search for bookkeeping categories by category ID, category group ID, account ID, name, or archived status using the POST Fetch a list of bookkeeping categories endpoint.

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Bookkeeping Category Aggregations

Use the Bookkeeping Category Aggregations resource to retrieve bookkeeping category groups together with their bookkeeping categories and linked accounts for a company.

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Rate Limits

The APIs have a rate limit of 600 requests per minute.