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- Transactions
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- Migration Guides
- Deprecated Endpoints
- Transactions
- Quickbooks
Teal API Endpoints
API Migration
List a ledger's categorized Transactions
Returns a list of categorized Transactions in a ledger. Deprecated, use source account endpoints.
The access token received from the authorization server in the OAuth 2.0 flow.
The Teal instance ID
The Ledger ID.
Only return Transactions with a specific review status.
Only return Transactions dated after the start date (inclusive).
Only return Transactions dated before the end date (inclusive).
The number of records to return. Max limit is 100.
A comma separated list of Tag IDs. Only return Transactions with all of the given Tags.
Authorizations
The access token received from the authorization server in the OAuth 2.0 flow.
Headers
The Teal instance ID
Path Parameters
The Ledger ID.
Query Parameters
Only return Transactions with a specific review status.
unreviewed, reviewed Only return Transactions dated after the start date (inclusive).
Only return Transactions dated before the end date (inclusive).
The number of records to return. Max limit is 100.
A comma separated list of Tag IDs. Only return Transactions with all of the given Tags.
Response
The token to use to request the next page
The token to use to request the previous page
A list of categorized Transaction objects
The Transaction object.
The unique ID of the object. This is used as an idempotency
key to prevent duplicates. This is manually set as part of the create
transactions request. If the transaction is created via a data integration,
Plaid for example, it will be set to the transaction_id to enforce
idempotency with the data source.
The value of the transaction in decimal dollar cents.
The UTC datetime that the Transaction was created. This
will never be before an Instance's entries_start date. When importing
transactions, transactions whose datetime is before the Instance’s
entries_start date will be skipped. Other transactions will be processed
as normal.
An arbitrary string on the object, useful for displaying information to the user.
Arbitrary structured information about the transaction. This could be location of the transaction to display to the user or vendor information to use as part of a Platform or Instance categorization rule. Teal does not use metadata for any accounting purposes.
How the Transaction was assigned its category.
See the categorization guide for more details.
ai, rules, similarity, transfer_between_accounts, uncategorized, user Indicates if the corresponding journal entry and
line entries for the transaction have been have been created. deleted
indicates that the transaction is posted but the corresponding journal entry
and line entries have been deleted.
not_posted, posted, deleted Indicates if the transaction has been reviewed. See the reviewing transactions for steps on how to use this.
unreviewed, reviewed The ID of the Journal Entry that the Transaction's Line Entry is associated with.
Expandable. The associated Journal Entry object.
The ID of the transaction source account where the transaction is stored.
The ID of the financial account ledger associated with the Transaction.
Expandable. The Ledger object of the financial account associated with the Transaction.
The ID of the financial account ledger associated with the Transaction.
Expandable. The associated Line Entry.
A list of IDs of all the Line Entries
objects in the journal entry with the opposite debit_credit status. For
example if the Transaction's line entry is a debit this opposing line entries
will be credit line entries.
Expandable. A list of the Line Entry objects
with the opposite debit_credit status.
A list of all the Tags associated with the Transaction, if any. Note that Tags are not transitive and the tags on a Transaction can be different than those on its line entry or entires.
The unique ID of the object.
An arbitrary string, useful for identifying the tag to the user.
The ID of the tag group.
Whether the transaction is a non-business personal transaction.
A list of the categories of the Transaction.
The ID of the category ledger.
The name of the category ledger.
Whether line entries can be manually added or removed from the Ledger.
The Ledger object of the financial account associated with the Transaction.
The unique ID of the object.
Indicates if the ledger is a credit or debit ledger.
Required if financial_account_type is not specified.
debit, credit Whether line entries can be manually added or removed
from the Ledger. Set to false if you control the source of truth for
the Ledger and want to restrict user changes, for example, if the Ledger is
for a bank account or a payments account you control (i.e. you are a neobank
or using a Banking as a Service platform).
If specified, indicates that the ledger represents a real-world financial account.
If provided when creating a new
Ledger object, you do not need to provide debit_credit, type, sub_type, or
report_cash_flow values as we will provide default values.
bank_account, credit_card, payments, payroll, loan, prepaid_card, accounts_receivable, accounts_payable Indicates that the ledger is one of the four system
ledgers required for teal to work. In the default chart of accounts, these
are named one of: Transfers Between Accounts, Opening Balance Retained Earnings, Uncategorized Cash Inflow, Uncategorized Cash Outflow. You
can update the names of these to fit your needs.
The name of the ledger. Teal does not enforce any other conventions or patterns on naming schemes; however, we recommend you use concise, descriptive names, especially for financial account ledgers.
Expandable. If the ledger is a child ledger, the parent Ledger object.
If the Ledger is a child Ledger, the ID of the parent Ledger object.
Whether Teal includes this ledger in the cash flow report.
Required if financial_account_type is not specified.
Determines the display order in reports, ordered digit
by digit, starting from the leftmost position. For example, 20010 will come
before 3050.
Teal does not enforce any other conventions or patterns on sort codes. However, it is recommended to adopt a common convention such as starting all ledgers of the same type with the same number (assets start with 1, liabilities start with 2, etc.). The default CoA templates provided by Teal follow best practices for sort code numbering.
Indicates similar characteristics and accounting
treatment for a group of ledgers within a type.
Required if
financial_account_type is not specified.
current_assets, non-current_assets, transfers_between_accounts, uncategorized_assets, current_liabilities, non-current_liabilities, equity, operating_revenues, other_income, cost_of_goods_sold, operating_expenses, other_expenses Indicates the purpose and location of the funds and
value recorded in the Ledger and which report it is included in: asset,
liability and equity ledgers are displayed on the balance sheet;
revenue and expenses are displayed on the income statement.
Required if `financial_account_type` is not specified.
asset, liability, equity, revenue, expense The ID of the Journal Entry that the Transaction's Line Entry is associated with.