# Asset API Documentation ## Docs - [Insights](https://docs.getasset.com/accounting/insights.md) - [Tax](https://docs.getasset.com/accounting/tax.md) - [Generate a Magic Link](https://docs.getasset.com/api-reference/authentication/generate-a-magic-link.md): **Scopes:** `auth:create` - [Get an Access Token](https://docs.getasset.com/api-reference/authentication/get-an-access-token.md) - [Logout a user](https://docs.getasset.com/api-reference/authentication/logout-a-user.md): **Scopes:** `auth:delete` - [Apply Transaction to a Bill](https://docs.getasset.com/api-reference/bill/apply-transaction-to-a-bill.md): Manually apply a transaction as payment to a bill. - [Create Bills](https://docs.getasset.com/api-reference/bill/create-bills.md): **Scopes:** `bill:create` - [Delete a Bill](https://docs.getasset.com/api-reference/bill/delete-a-bill.md): **Scopes:** `bill:delete` - [List all Bills](https://docs.getasset.com/api-reference/bill/list-all-bills.md): Get paginated list of bills for a business with optional filtering. - [Remove Bill Payment](https://docs.getasset.com/api-reference/bill/remove-bill-payment.md): **Scopes:** `bill:delete` - [Retrieve a Bill](https://docs.getasset.com/api-reference/bill/retrieve-a-bill.md): **Scopes:** `bill:read` - [Update a Bill](https://docs.getasset.com/api-reference/bill/update-a-bill.md): **Scopes:** `bill:update` - [Create a Business](https://docs.getasset.com/api-reference/business/create-a-business.md): **Scopes:** `business:create` - [Delete a Business](https://docs.getasset.com/api-reference/business/delete-a-business.md): **Scopes:** `business:delete` - [Get Books Status for a Business](https://docs.getasset.com/api-reference/business/get-books-status-for-a-business.md): **Scopes:** `business:read` - [List all Businesses](https://docs.getasset.com/api-reference/business/list-all-businesses.md): **Scopes:** `business:read` - [Retrieve a Business](https://docs.getasset.com/api-reference/business/retrieve-a-business.md): **Scopes:** `business:read` - [Update a Business](https://docs.getasset.com/api-reference/business/update-a-business.md): **Scopes:** `business:update` - [Create a new customer](https://docs.getasset.com/api-reference/customer/create-a-new-customer.md): **Scopes:** `customer:create` - [Delete a Customer](https://docs.getasset.com/api-reference/customer/delete-a-customer.md): Deletes a customer. If the customer is referenced by other records like invoices, the customer is diabled instead. - [List customers for a business](https://docs.getasset.com/api-reference/customer/list-customers-for-a-business.md): **Scopes:** `customer:read` - [Update a customer](https://docs.getasset.com/api-reference/customer/update-a-customer.md): **Scopes:** `customer:update` - [Delete a Document](https://docs.getasset.com/api-reference/document/delete-a-document.md): **Scopes:** `document:delete` - [Delete Multiple Document Associations](https://docs.getasset.com/api-reference/document/delete-multiple-document-associations.md): Delete multiple document associations. - [Download a Document](https://docs.getasset.com/api-reference/document/download-a-document.md): **Scopes:** `document:read` - [List all Documents for a Business](https://docs.getasset.com/api-reference/document/list-all-documents-for-a-business.md): **Scopes:** `document:read` - [Retrieve Document Information](https://docs.getasset.com/api-reference/document/retrieve-document-information.md): **Scopes:** `document:read` - [Upload documents for a Business](https://docs.getasset.com/api-reference/document/upload-documents-for-a-business.md): **Scopes:** `document:create` - [Apply Transaction to a Refund](https://docs.getasset.com/api-reference/invoice/apply-transaction-to-a-refund.md): Manually apply an existing transaction as payment of a refund. - [Apply Transaction to an Invoice](https://docs.getasset.com/api-reference/invoice/apply-transaction-to-an-invoice.md): Manually apply a transaction as payment to an invoice. - [Create an Invoice](https://docs.getasset.com/api-reference/invoice/create-an-invoice.md): **Scopes:** `invoice:create` - [Delete an Invoice](https://docs.getasset.com/api-reference/invoice/delete-an-invoice.md): **Scopes:** `invoice:delete` - [List all Invoice Refunds for a Business](https://docs.getasset.com/api-reference/invoice/list-all-invoice-refunds-for-a-business.md): Get all refunds for a business. - [List all Invoices](https://docs.getasset.com/api-reference/invoice/list-all-invoices.md): Get paginated list of invoices for a business with optional filtering. - [List all Refunds for an Invoice](https://docs.getasset.com/api-reference/invoice/list-all-refunds-for-an-invoice.md): **Scopes:** `invoice:read` - [Refund an Invoice](https://docs.getasset.com/api-reference/invoice/refund-an-invoice.md): **Scopes:** `invoice:create` - [Remove Invoice Payment](https://docs.getasset.com/api-reference/invoice/remove-invoice-payment.md): **Scopes:** `invoice:delete` - [Remove Refund Payment](https://docs.getasset.com/api-reference/invoice/remove-refund-payment.md): **Scopes:** `invoice:delete` - [Retrieve an Invoice](https://docs.getasset.com/api-reference/invoice/retrieve-an-invoice.md): **Scopes:** `invoice:read` - [Update an Invoice](https://docs.getasset.com/api-reference/invoice/update-an-invoice.md): **Scopes:** `invoice:update` - [Bulk Update Journal Entries](https://docs.getasset.com/api-reference/journal-entry/bulk-update-journal-entries.md): **Scopes:** `journal_entry:update` - [Create a Journal Entry](https://docs.getasset.com/api-reference/journal-entry/create-a-journal-entry.md): **Scopes:** `journal_entry:create` - [Create a note against a journal entry](https://docs.getasset.com/api-reference/journal-entry/create-a-note-against-a-journal-entry.md): **Scopes:** `journal_entry:create` - [Delete a Journal Entry](https://docs.getasset.com/api-reference/journal-entry/delete-a-journal-entry.md): **Scopes:** `journal_entry:delete` - [List Journal Entries for a Business](https://docs.getasset.com/api-reference/journal-entry/list-journal-entries-for-a-business.md): **Scopes:** `journal_entry:read` - [List Notes for a Journal Entry](https://docs.getasset.com/api-reference/journal-entry/list-notes-for-a-journal-entry.md): **Scopes:** `journal_entry:read` - [Retrieve a Journal Entry](https://docs.getasset.com/api-reference/journal-entry/retrieve-a-journal-entry.md): **Scopes:** `journal_entry:read` - [Update a Journal Entry](https://docs.getasset.com/api-reference/journal-entry/update-a-journal-entry.md): **Scopes:** `journal_entry:update` - [Create a Ledger](https://docs.getasset.com/api-reference/ledger/create-a-ledger.md): **Scopes:** `ledger:create` - [Delete a Ledger](https://docs.getasset.com/api-reference/ledger/delete-a-ledger.md): **Scopes:** `ledger:delete` - [List all Ledgers for a Business](https://docs.getasset.com/api-reference/ledger/list-all-ledgers-for-a-business.md): **Scopes:** `ledger:read` - [Retrieve a Ledger](https://docs.getasset.com/api-reference/ledger/retrieve-a-ledger.md): **Scopes:** `ledger:read` - [Set the Opening Balance for a Ledger](https://docs.getasset.com/api-reference/ledger/set-the-opening-balance-for-a-ledger.md): **Scopes:** `ledger:update` - [Update a Ledger](https://docs.getasset.com/api-reference/ledger/update-a-ledger.md): **Scopes:** `ledger:update` - [Retrieve the Aged Payables Report](https://docs.getasset.com/api-reference/reports/retrieve-the-aged-payables-report.md): **Scopes:** `report:read` - [Retrieve the Aged Receivables Report](https://docs.getasset.com/api-reference/reports/retrieve-the-aged-receivables-report.md): **Scopes:** `report:read` - [Retrieve the Balance Sheet Report](https://docs.getasset.com/api-reference/reports/retrieve-the-balance-sheet-report.md): **Scopes:** `report:read` - [Retrieve the Cash Flow Report](https://docs.getasset.com/api-reference/reports/retrieve-the-cash-flow-report.md): **Scopes:** `report:read` - [Retrieve the Customer Credit Balance Report](https://docs.getasset.com/api-reference/reports/retrieve-the-customer-credit-balance-report.md): **Scopes:** `report:read` - [Retrieve the General Ledger Report](https://docs.getasset.com/api-reference/reports/retrieve-the-general-ledger-report.md): **Scopes:** `report:read` - [Retrieve the Ledger Statement Report](https://docs.getasset.com/api-reference/reports/retrieve-the-ledger-statement-report.md): **Scopes:** `report:read` - [Retrieve the Profit & Loss Report](https://docs.getasset.com/api-reference/reports/retrieve-the-profit-&-loss-report.md): **Scopes:** `report:read` - [Create a Task for a Business](https://docs.getasset.com/api-reference/request/create-a-task-for-a-business.md): **Scopes:** `request:create` - [Delete a Task for a Business](https://docs.getasset.com/api-reference/request/delete-a-task-for-a-business.md): **Scopes:** `request:delete` - [Get all Tasks for a Business](https://docs.getasset.com/api-reference/request/get-all-tasks-for-a-business.md): **Scopes:** `request:read` - [Update a Task for a Business](https://docs.getasset.com/api-reference/request/update-a-task-for-a-business.md): **Scopes:** `request:update` - [Bill Object](https://docs.getasset.com/api-reference/schema/bill.md) - [Business Object](https://docs.getasset.com/api-reference/schema/business.md) - [Customer Object](https://docs.getasset.com/api-reference/schema/customer.md) - [Document Object](https://docs.getasset.com/api-reference/schema/document.md) - [External Account Object](https://docs.getasset.com/api-reference/schema/external-account.md) - [Invoice Object](https://docs.getasset.com/api-reference/schema/invoice.md) - [Journal Entry Object](https://docs.getasset.com/api-reference/schema/journal-entry.md) - [Ledger Object](https://docs.getasset.com/api-reference/schema/ledger.md) - [Tag Field Object](https://docs.getasset.com/api-reference/schema/tag-field.md) - [Tag Value Object](https://docs.getasset.com/api-reference/schema/tag-value.md) - [Task Object](https://docs.getasset.com/api-reference/schema/task.md) - [Transaction Object](https://docs.getasset.com/api-reference/schema/transaction.md) - [Vendor Object](https://docs.getasset.com/api-reference/schema/vendor.md) - [Webhook Object](https://docs.getasset.com/api-reference/schema/webhook.md) - [Create a Tag Value](https://docs.getasset.com/api-reference/tag/create-a-tag-value.md): **Scopes:** `tag:create` - [Delete a Tag Value](https://docs.getasset.com/api-reference/tag/delete-a-tag-value.md): **Scopes:** `tag:delete` - [Get a Tag Value](https://docs.getasset.com/api-reference/tag/get-a-tag-value.md): **Scopes:** `tag:read` - [List Tag Fields for a Business](https://docs.getasset.com/api-reference/tag/list-tag-fields-for-a-business.md): **Scopes:** `tag:read` - [List Tag Values for a Business](https://docs.getasset.com/api-reference/tag/list-tag-values-for-a-business.md): **Scopes:** `tag:read` - [Update a Tag Value](https://docs.getasset.com/api-reference/tag/update-a-tag-value.md): **Scopes:** `tag:update` - [Create a global Tag Field](https://docs.getasset.com/api-reference/tenant/create-a-global-tag-field.md): Create a new global tag field that is available for all businesses. - [Delete a global Tag Field](https://docs.getasset.com/api-reference/tenant/delete-a-global-tag-field.md): Delete a global tag field for all businesses. - [List global Tag Fields](https://docs.getasset.com/api-reference/tenant/list-global-tag-fields.md): List global tag fields that are available for all businesses. - [Update a global Tag Field](https://docs.getasset.com/api-reference/tenant/update-a-global-tag-field.md): Update a global tag field for all businesses. - [Create an External Account](https://docs.getasset.com/api-reference/transaction/create-an-external-account.md): **Scopes:** `transaction:create` - [Create Transactions](https://docs.getasset.com/api-reference/transaction/create-transactions.md): **Scopes:** `transaction:create` - [Delete External Account](https://docs.getasset.com/api-reference/transaction/delete-external-account.md): Deletes an external account and all associated documents, transactions, journal entries, and line entries. - [Delete Multiple Transactions](https://docs.getasset.com/api-reference/transaction/delete-multiple-transactions.md): **Scopes:** `transaction:delete` - [Get a single Transaction](https://docs.getasset.com/api-reference/transaction/get-a-single-transaction.md): **Scopes:** `transaction:read` - [List all External Accounts for a Business](https://docs.getasset.com/api-reference/transaction/list-all-external-accounts-for-a-business.md): **Scopes:** `transaction:read` - [List Transactions for a Business](https://docs.getasset.com/api-reference/transaction/list-transactions-for-a-business.md): **Scopes:** `transaction:read` - [Retrieve an External Account](https://docs.getasset.com/api-reference/transaction/retrieve-an-external-account.md): **Scopes:** `transaction:read` - [Update External Account](https://docs.getasset.com/api-reference/transaction/update-external-account.md): **Scopes:** `transaction:update` - [Update Transactions for a Business](https://docs.getasset.com/api-reference/transaction/update-transactions-for-a-business.md): **Scopes:** `transaction:update` - [Create a new vendor](https://docs.getasset.com/api-reference/vendor/create-a-new-vendor.md): **Scopes:** `vendor:create` - [Delete a Vendor](https://docs.getasset.com/api-reference/vendor/delete-a-vendor.md): Deletes a vendor. If the vendor is referenced by other records like invoices, the vendor is disabled instead. - [Get a vendor by ID](https://docs.getasset.com/api-reference/vendor/get-a-vendor-by-id.md): **Scopes:** `vendor:read` - [List vendors for a business](https://docs.getasset.com/api-reference/vendor/list-vendors-for-a-business.md): **Scopes:** `vendor:read` - [Update a vendor](https://docs.getasset.com/api-reference/vendor/update-a-vendor.md): **Scopes:** `vendor:update` - [Business activated](https://docs.getasset.com/api-reference/webhook-events/business-activated.md): Sent when a business status changes to active. - [Business created](https://docs.getasset.com/api-reference/webhook-events/business-created.md): Sent when a new business is created. - [Business deactivated](https://docs.getasset.com/api-reference/webhook-events/business-deactivated.md): Sent when a business status changes to inactive. - [Certificate validation timed out](https://docs.getasset.com/api-reference/webhook-events/certificate-validation-timed-out.md): Sent when SSL certificate validation for a custom domain times out. - [Plaid account connected](https://docs.getasset.com/api-reference/webhook-events/plaid-account-connected.md): Sent when a Plaid account is successfully connected. - [Plaid account disconnected](https://docs.getasset.com/api-reference/webhook-events/plaid-account-disconnected.md): Sent when a Plaid account is disconnected. - [Plaid account expired](https://docs.getasset.com/api-reference/webhook-events/plaid-account-expired.md): Sent when a Plaid account connection expires and needs to be reconnected. - [Plaid transactions synced](https://docs.getasset.com/api-reference/webhook-events/plaid-transactions-synced.md): Sent when transactions are synced from Plaid. - [Task request](https://docs.getasset.com/api-reference/webhook-events/task-request.md): Sent when tasks are requested from a business. - [Tasks completed](https://docs.getasset.com/api-reference/webhook-events/tasks-completed.md): Sent when all pending tasks for a business are completed. - [Webhook test](https://docs.getasset.com/api-reference/webhook-events/webhook-test.md): Sent when testing webhook configuration via the /tenant/webhook/test endpoint. - [Get the webhook configuration](https://docs.getasset.com/api-reference/webhooks/get-the-webhook-configuration.md): **Scopes:** `webhook:read` - [Test the webhook configuration by sending a test message](https://docs.getasset.com/api-reference/webhooks/test-the-webhook-configuration-by-sending-a-test-message.md): **Scopes:** `webhook:create` - [Update the webhook configuration](https://docs.getasset.com/api-reference/webhooks/update-the-webhook-configuration.md): **Scopes:** `webhook:update` - [API Authentication](https://docs.getasset.com/apioverview/authentication.md) - [Pagination](https://docs.getasset.com/apioverview/pagination.md) - [Rate Limits](https://docs.getasset.com/apioverview/rate_limits.md) - [Webhooks](https://docs.getasset.com/apioverview/webhooks.md) - [Managing Businesses](https://docs.getasset.com/bookkeeping/businesses.md) - [Categorizing Transactions](https://docs.getasset.com/bookkeeping/categorization.md) - [Invoice Reconciliation](https://docs.getasset.com/bookkeeping/invoices.md) - [Personal Accounts](https://docs.getasset.com/bookkeeping/personaltransactions.md) - [Reconciliation](https://docs.getasset.com/bookkeeping/reconciliation.md) - [Aged Receivables Report](https://docs.getasset.com/bookkeeping/reports/agedreceivables.md) - [Balance Sheet](https://docs.getasset.com/bookkeeping/reports/balancesheet.md) - [Introduction to Reports](https://docs.getasset.com/bookkeeping/reports/creatingreports.md) - [Customer Credit Balance Report](https://docs.getasset.com/bookkeeping/reports/customercredit.md) - [Ledger Statement](https://docs.getasset.com/bookkeeping/reports/ledgerstatement.md) - [Profit and Loss Report](https://docs.getasset.com/bookkeeping/reports/profitandloss.md) - [Simple Cash Flow Report](https://docs.getasset.com/bookkeeping/reports/simplecashflow.md) - [Tasks & Notifications](https://docs.getasset.com/bookkeeping/tasks.md) - [Core Concepts](https://docs.getasset.com/getstarted/CoreConcepts.md) - [Quickstart](https://docs.getasset.com/getstarted/quickstart.md) - [API Import](https://docs.getasset.com/importingdata/apiimport.md) - [Merchants](https://docs.getasset.com/importingdata/merchants.md) - [Payroll](https://docs.getasset.com/importingdata/payroll.md) - [Bank integrations](https://docs.getasset.com/importingdata/plaid.md) ## OpenAPI Specs - [openapi](https://docs.getasset.com/api-reference/openapi.json)