Match Bank Transactions through the API
October 20th, 2026
V4 now supports matching bank transactions to existing bills, invoices, credit memos,
expenses and journal entries with POST /bank-transactions/reconcile/transactions; creating and matching
quick entries with POST /bank-transactions/reconcile/quick-entry; and matching transfer legs
with POST /bank-transactions/reconcile/transfer.
Quick entries support optional balanced split lines, dimension fields and an attachment URL;
reconciliation adjustments are available for existing-record and transfer matches.