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POST
Import bank statement
Upload one PDF statement for a custom account using a monthly bookkeeping period. The statement must pass validation before its posted transactions are imported; pending transactions are not imported. Re-uploading the same PDF returns a 400 error, even if the filename changes, and does not create another import. To remove its imported transactions, use Archive bank statement upload. Find a monthly bookkeeping_period_id with List bookkeeping periods for a business. Send import as a JSON object in the multipart request alongside the PDF; the request itself is not an application/json body. For example:

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

businessId
string<uuid>
required

The UUID of the business.

customAccountId
string<uuid>
required

The UUID of the custom account.

Body

multipart/form-data
file
file
required

One PDF bank statement (up to 10 MB). Send it in the file field.

import
object
required

Import details sent as JSON in the import multipart field.

Response

Statement imported and posted transactions created.

data
object
required