Tagging transactions via API

Feature Request
1

Hi, I have several thousand bank transactions which I need to bulk tag, but the criteria to select the transactions among the others is a bit complex. I. e. I could write a script to recognise those transactions, but can’t fit the criteria into the Quickfile standard filters.

Is there a way to tag transactions (post them to a particular account) via API?

Thanks!

2

Hi @Vlad

There isn’t a way to tag them via the API unfortunately.

There are a few ways to link payments to invoices however, depending on your situation.

If you are creating purchases via the API, there is an option to create a tagged transaction (for reference). However, there isn’t an option to do this for sales invoices.

We also offer a bulk tagging feature on the bank statement screen itself. There’s more on this here.

However, we can certainly consider a new API method, but generally like to see interest from the community before looking into this further.

I hope that helps

3

Hi,
I know this is an old post, but I was wondering if there is any update on this? I saw from the API documentation that there is no support yet for adding tags when creating the invoice. But I was wondering if there is any way to add it using some sort of update API after creation, may be?

Thanks

4

Hi @sakethcr

Apologies for the delay in replying.

As my post above references, you can create a payment when creating an invoice. In addition to this, you can create a pre-tagged payment, which will pay down an invoice. There’s more on this here: Payment_Create API Schema

Things such as tagging transfers aren’t currently supported with the API.