POST
/
v0
/
source-accounts
/
business

Authorizations

Authorization
string
headerrequired

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

teal-instance-id
string
required

The Teal instance ID

Body

application/json
name
string
required

The descriptive name of the transaction source account.

ledger_id
string
required

The ledger IDs where transactions will be posted. The ledger must have a financial account type.

Response

201 - application/json
id
string
required
name
string
required

The name of the source account

debit_credit
enum<string>
required

Whether the account is a debit or credit account.

Available options:
debit,
credit
ledger_id
string | null
required

The ledger ID where transactions will be posted. Personal accounts will have no ledger ID.

draw_ledger_id
string | null
required

The ledger ID where personal transactions will be posted if they draw from the business. Business accounts will have no draw ledger ID.

contribution_ledger_id
string | null
required

The ledger ID where personal transactions will be posted if they contribute to the business. Business accounts will have no contribution ledger ID.

type
enum<string>
required

The type of the transaction source.

Available options:
plaid,
unit,
quickbooks,
manual