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Create a company and its connection that form the structure required to execute the expense sync process

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Overview

When implementing your Expenses solution, you need to create your SMB customer as a company in Sync2Books before registering their accounting software as a connection. You can do that when the customer starts interacting with your application. Next, you will connect the company to a data source via one of our integrations. With Expenses, each company will have at least one data connection: one to the SMB’s accounting software. A diagram displaying the relationship of a company and data connections

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Authorize your API calls

Remember to authenticate when making calls to our API. Navigate to Applications → Select your application in the Sync2Books Dashboard to pick up your authorization header. Your API key will look like: sk_production_a1b2c3... or sk_development_x9y8z7...

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Create a company

Within Expenses, a company represents your SMB customer that manages their expenses using your application. To create it, use our Create company endpoint. It returns a JSON response containing the company id. You will use this id to establish a connection to an accounting software.

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Request

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Response

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Create accounting connection

Next, use the authorization URL returned when creating a company to connect the company to an accounting data source via one of our integrations. This will allow you to synchronize data with that source.

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Supported accounting software

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QuickBooks Online connection

As an example, let’s create a QuickBooks Online connection. In response, the endpoint returns an authUrl. Direct your customer to the authUrl to initiate our Link auth flow and enable them to authorize this connection.

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Get authorization URL

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Response

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Complete authorization

  1. Open the authUrl in a browser
  2. Complete the OAuth authorization flow with QuickBooks
  3. After authorization, the connection is automatically created

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List connections

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Response

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Connection status

Connections can have the following statuses:

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Deauthorize a connection

If your customer wants to revoke their approval and sever the connection to their accounting software, use the disconnect endpoint. This marks the connection disconnected and wipes its stored OAuth tokens.

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Request

You can learn more about connection management best practices and see how you can provide this functionality in your app’s UI.

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Recap

You have created the structure of key objects required by Sync2Books Expenses: a company and its connection to an accounting data source. Next, learn how to configure the company to associate the expenses with correct accounts, suppliers, and customers and enable your customers to indicate their preferred expense mapping options.