Businesses
- Business
- Financial Accounts
- Documents
- Scoped Authentication
- Configuration
- Tasks & Notifications
Financial Activity
- Accounts Receivable
- Accounts Payable
- Bank Transactions
- General Ledger
- Tags
Accounting Reports
- Profit and Loss
- Balance Sheet
- Cash Flow Statement
Platform Configuration
- Accounting
- Plaid
- SMS
- Quickbooks
Activity Metrics
- Platform wide activity
- Business Activity
Quickbooks
- Configure Quickbooks
- Sync Quickbooks
- Quickbooks Ledger
Create Bank Transactions
Bulk import bank transactions
curl -X POST https://sandbox.layerfi.com/v1/internal-bank-transactions \
-H "Authorization: Bearer <access_token>" \
-H "Content-Type: application/json" \
-d '[{
"external_id": "31415926535",
"bank_account_id": "111111111",
"direction": "Debit",
"transaction_type": "Purchase",
"amount": 250000,
"balance": 12345,
"created_at": "2023-06-01T12:00:00Z",
"processed_counterparty_name": "WeWork"
}]'
{
"data": [
{
"type": "Flat_Bank_Transaction",
"id": "718ca8b7-5c5d-430c-9132-11557c5f7ccc",
"bank_transaction_id": "31415926535",
"created_at": "2023-06-01T12:00:00Z",
"transaction_type": "Purchase",
"bank_account_id": "1111111111",
"business_id": "f9baa8fd-9413-4bcf-810b-6d32604de649",
"direction": "DEBIT",
"balance": 12345,
"amount": 250000,
"processed_counterparty_name": "WeWork",
"categorizationStatus": "PENDING"
}
],
"meta": {}
}
This endpoint allows transactions to be imported for any number of businesses simultaneously. Transactions will be matched to businesses using the transactions’ bank_account_id
.
Body
An array of BankTransaction objects to import.
Unique ID of the bank transaction in your system for linking purposes. Idempotency key.
ID of the Bank Account this transaction occurred within.
Direction of the transaction.
Values can be: CREDIT
, DEBIT
Amount of the transaction in cents.
Balance post-transaction settlement in cents.
Date the transaction occurred.
Name of the merchant or counterparty associated with the transaction
The type of bank account transaction (debit card, check, wire, etc). Can be any string.
MCC of counterparty merchant for debit card transactions.
Location of counterparty merchant.
Last 4 digits of the debit card used for the transaction.
Description of the transaction.
Response
Returns the imported Bank Transaction Objects
curl -X POST https://sandbox.layerfi.com/v1/internal-bank-transactions \
-H "Authorization: Bearer <access_token>" \
-H "Content-Type: application/json" \
-d '[{
"external_id": "31415926535",
"bank_account_id": "111111111",
"direction": "Debit",
"transaction_type": "Purchase",
"amount": 250000,
"balance": 12345,
"created_at": "2023-06-01T12:00:00Z",
"processed_counterparty_name": "WeWork"
}]'
{
"data": [
{
"type": "Flat_Bank_Transaction",
"id": "718ca8b7-5c5d-430c-9132-11557c5f7ccc",
"bank_transaction_id": "31415926535",
"created_at": "2023-06-01T12:00:00Z",
"transaction_type": "Purchase",
"bank_account_id": "1111111111",
"business_id": "f9baa8fd-9413-4bcf-810b-6d32604de649",
"direction": "DEBIT",
"balance": 12345,
"amount": 250000,
"processed_counterparty_name": "WeWork",
"categorizationStatus": "PENDING"
}
],
"meta": {}
}
curl -X POST https://sandbox.layerfi.com/v1/internal-bank-transactions \
-H "Authorization: Bearer <access_token>" \
-H "Content-Type: application/json" \
-d '[{
"external_id": "31415926535",
"bank_account_id": "111111111",
"direction": "Debit",
"transaction_type": "Purchase",
"amount": 250000,
"balance": 12345,
"created_at": "2023-06-01T12:00:00Z",
"processed_counterparty_name": "WeWork"
}]'
{
"data": [
{
"type": "Flat_Bank_Transaction",
"id": "718ca8b7-5c5d-430c-9132-11557c5f7ccc",
"bank_transaction_id": "31415926535",
"created_at": "2023-06-01T12:00:00Z",
"transaction_type": "Purchase",
"bank_account_id": "1111111111",
"business_id": "f9baa8fd-9413-4bcf-810b-6d32604de649",
"direction": "DEBIT",
"balance": 12345,
"amount": 250000,
"processed_counterparty_name": "WeWork",
"categorizationStatus": "PENDING"
}
],
"meta": {}
}