Use Asset’s Create Transactions endpoint to quickly add one or more new Transactions for a Business. This is especially useful when you need to capture Transactions that aren’t automatically retrieved via Plaid, ensuring a complete record of money flowing in and out of accounts on a daily basis.
How to Import Transactions
Call the Create Transactions Endpoint: Make a POST request to the Create Transactions endpoint, including an array of Transaction objects and the Business ID. Each Transaction object should have:
Automatic Journal Entries and Categorization
After submission, Asset automatically: