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The Account object is what companies use to track transactions. They can be both bank accounts or a general ledger account (also called a chart of accounts).
The BalanceSheet object shows a company’s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company’s financial health at a specific point in time.
The CashFlowStatement object shows operating activities, investing activities, and financing activities over a period of time (month, quarter, or year).
The CreditNote object are an accounts payable transaction used when to represent a gift or refund to a customer. A credit note will contain information on the amount of credit owed, the customer, and the account.
The Expense object is used to represent a purchase made from a business which can be made with a check, credit card, or cash. Each expense object is dedicated to a grouping of expenses, with each expense recorded in the lines object.
The IncomeStatement object is used to represent a company’s income, the cost of sales, operating expenses, and other non-operating expenses. The object also includes other important values like gross profit, gross operating profit, and net income. This represents a period of time (month, quarter, or year).
The Invoice object represents an itemized record of goods and/or services sold to a customer.
The JournalEntry object is used to get a record of all manually created entries made in a company’s general ledger. The journal line items for each journal entry should sum to zero.
The AccountingPhoneNumber object is used to represent a contact's or company's phone number.
The PurchaseOrder object is a record of request for a product or service between a buyer and seller.
The TrackingCategory object is used to represent a company's tracking categories.
The Transaction includes different types of transactions. The Transactions object does not cover expenses, credit notes, vendor credit, invoices, purchase orders, and journal entries. See the “transaction_type” field for more information.
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Merge makes my accounting integrations seamless. It abstracts out all of the integration headaches while providing the flexibility to hit the underlying API directly. I cannot recommend them enough to folks building accounting integrations!”
Across the board, the top 10 FP&A apps differentiate themselves by offering integrations to power robust, customizable dashboards.
Accounting terms can be confusing, especially when trying to simplify these terms across different accounting providers and APIs. This is a developers' essential guide to understanding accounting terminology.
Regardless of whether your customers are using QuickBooks, Sage, Xero, or any other accounting provider, a unified accounting API (also known as a ‘universal api’) can provide you with more than just a set of accounting API integrations: it can help you smoothly process transactions for all your customers.
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