Account transactions

GET/v1/operations/ledger.account_transactions

Everything coded to one account (and its sub-accounts) in a period, from QuickBooks: bills, expenses, cheques, card charges and refunds, supplier credits and deposits, one row per line, in home currency. Name the account with account (a name, full name, number or id; accounts.list lists them). Set the period with period (this_month, last_month, this_quarter, last_quarter, ytd, last_year) or from and to (yyyy-MM-dd); the default is the last three months. groupBy supplier totals the lines per supplier, largest first, and groupBy month per month; with detailForTop N the transactions of the top N groups come nested under them, which answers "a breakdown by supplier, with the line items of the top 5" in one call. supplier narrows to one or several suppliers (comma separated). Totals are exact even when the list is cut at limit. Where Synced published the transaction, its document's lines come with it. reconcile true also fetches QuickBooks' own total for the account and period and reports what Synced cannot explain (mostly journal entries).

Scope: synced.read · reads only
Roles: Super admin, Admin (by default; an admin can change this per operation)
MCP tool: ledger_account_transactions

Request

Send the token as Authorization: Bearer. A token approved for several organisations also sends Synced-Organisation: {id} (see Organisations).

Query parameters

Name	Type	Description
`account`required	string	AccountThe account's name, full name (Parent:Child), number or id.
`period`	string	PeriodA preset period, or custom with from and to. Default: the last three months. one of `this_month`, `last_month`, `this_quarter`, `last_quarter`, `ytd`, `last_year`, `custom`
`from`	string	FromThe first day, yyyy-MM-dd.
`to`	string	ToThe last day, yyyy-MM-dd.
`groupBy`	string	Group bynone: the transactions. supplier: totals per supplier, largest first. month: totals per month, in date order. one of `none`, `supplier`, `month` · default `"none"`
`supplier`	string	SupplierOnly these suppliers: names or ids, comma separated.
`detailForTop`	integer	Detail for topWith groupBy: nest the transactions of the top N groups. default `0` · min 0 · max 50
`limit`	integer	LimitThe most transactions (or groups) to return. Totals always cover everything. default `200` · min 1 · max 1000
`reconcile`	boolean	Check against QuickBooksAlso fetch QuickBooks' total for the account and period (slower). default `false`

Response

200 with a JSON body. 401 without a valid token, 403 when the scope, role or organisation does not allow it, 429 when rate limited (see Errors and limits).

Name	Type	Description
`account`	object
`id`	string
`name`	string
`fullName`	string
`type`	string
`subAccounts`	string[]
`period`	object
`from`	string
`to`	string
`label`	string
`currency`	string
`total`	number
`count`	integer
`groupBy`	string
`groups`	object[]
`key`	string
`name`	string
`total`	number
`count`	integer
`share`	number
`transactions`	object[]
`transactions`	object[]
`date`	string
`type`	string
`number`	string
`supplier`	string
`description`	string
`account`	string
`amount`	number
`currency`	string
`amountInCurrency`	number
`quickbooksId`	string
`link`	string
`document`	object
`truncated`	boolean
`reconciliation`	object
`notes`	string[]

Example

curl -X GET 'https://api.syncedhq.com/v1/operations/ledger.account_transactions' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Try it

Sign in to send this request as yourself. You choose the organisations on Synced's consent screen; the token stays in this tab and expires within an hour.

accountrequiredstring

The account's name, full name (Parent:Child), number or id.

periodstring

A preset period, or custom with from and to. Default: the last three months.

fromstring

The first day, yyyy-MM-dd.

tostring

The last day, yyyy-MM-dd.

groupBystring

none: the transactions. supplier: totals per supplier, largest first. month: totals per month, in date order.

supplierstring

Only these suppliers: names or ids, comma separated.

detailForTopinteger

With groupBy: nest the transactions of the top N groups.

limitinteger

The most transactions (or groups) to return. Totals always cover everything.

reconcileboolean

Also fetch QuickBooks' total for the account and period (slower).

Required: account

Request

curl -X GET 'https://api.syncedhq.com/v1/operations/ledger.account_transactions' \
  -H 'Accept: application/json'

Response

Sign in, then send the request.