Create Customer Bank Account (Legacy)
create_customerbankaccount
<create_customerbankaccount>
<customerid>C1234</customerid>
<accountnumber>1234567890</accountnumber>
<routingnumber>098765432</routingnumber>
<accounttype>Business Checking Account</accounttype>
<bankname>Bank of Intacct</bankname>
<accountholder>My customer XYZ</accountholder>
</create_customerbankaccount>
Parameters
Name | Required | Type | Description |
customerid | Required | string | Customer ID |
accountnumber | Required | string | Bank account number |
routingnumber | Required | string | Routing number |
accounttype | Required | string | Bank account type. Use Business Checking Account , Personal Checking Account , or Personal Savings Account |
bankname | Required | string | Bank name |
accountholder | Required | string | Account holder |
description | Optional | string | Description |
status | Optional | string | Status. Use active for Active otherwise use inactive for Inactive (Default: active ) |
mailaddress | Optional | object | Mail address |
defaultaccount | Optional | boolean | Default bank account. Use false for No, true for Yes. (Default: true ) |
mailaddress
Name | Required | Type | Description |
address1 | Optional | string | Address line 1 |
address2 | Optional | string | Address line 2 |
city | Optional | string | City |
state | Optional | string | State/province |
zip | Optional | string | Zip/postal code |
country | Optional | string | Country |
isocountrycode | Optional | string | ISO country code |
Update Customer Bank Account (Legacy)
update_customerbankaccount
<update_customerbankaccount recordno="123">
<accountholder>My customer XYZ</accountholder>
<description>hello world</description>
</update_customerbankaccount>
Parameters
Name | Required | Type | Description |
recordno | Required | integer | Record number of customer bank account |
accountholder | Optional | string | Account holder |
description | Optional | string | Description |
status | Optional | string | Status. Use active for Active otherwise use inactive for Inactive. |
mailaddress | Optional | object | Mail address |
defaultaccount | Optional | boolean | Default bank account. Use false for No, true for Yes. |
mailaddress
Name | Required | Type | Description |
address1 | Optional | string | Address line 1 |
address2 | Optional | string | Address line 2 |
city | Optional | string | City |
state | Optional | string | State/province |
zip | Optional | string | Zip/postal code |
country | Optional | string | Country |
isocountrycode | Optional | string | ISO country code |
Delete Customer Bank Account (Legacy)
delete_customerbankaccount
<delete_customerbankaccount recordno="123" />
Parameters
Name | Required | Type | Description |
recordno | Required | integer | Record number of customer bank account |
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