Configure and use Xero Chart of Accounts API to create and manage accounts

domain: developer.xero.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Authenticate with OAuth 2.0 and include the 'accounting.settings' scope to manage chart of accounts
  2. GET /api.xro/2.0/Accounts to retrieve the existing account list; filter by ?Type=REVENUE or other types to narrow results
  3. POST /api.xro/2.0/Accounts with a body containing 'Code', 'Name', 'Type' (REVENUE, EXPENSE, ASSET, LIABILITY, EQUITY), and optionally 'TaxType' and 'Description'
  4. Account codes must be unique within a Xero organisation; check for conflicts before creating
  5. To update an account POST /api.xro/2.0/Accounts/{AccountID} with the changed fields
  6. Archive (not delete) an account by setting 'Status': 'ARCHIVED' in an update call; accounts with transactions cannot be deleted

Known gotchas

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