A client's OWN accounting software: the organisation their record is bound to, and the invoices, contacts, bank accounts and profit and loss inside it. Distinct from the client's customer record in the practice's books, which is what the practice invoices them against. Organisations are always read live from the platform rather than a stored list, one client may be bound to one organisation and one organisation to one client, and platforms that offer no profit and loss report say so with a 400 rather than an empty report.

Link Books

POST /tenants/{tenant}/clients/{clientCode}/books/link

Binds the client to one organisation reachable through an existing connection. The organisation is confirmed with the platform before the link is saved. A client can be bound to one organisation, and an organisation to one client.

Parameters

Name	Type	Description
tenant*	path string	The Tenant.Code
The Tenant.Code
clientCode*	path string

Request Body*

LinkClientBooksRequest

{
  "thirdPartyConnectionCode": "string",
  "externalOrgId": "string"
}

Responses

201 Created

ClientBooksLinkDto

400 Bad Request

401 Unauthorized – Invalid or missing API key

404 Not Found