> ## Documentation Index > Fetch the complete documentation index at: https://docs.tight.com/llms.txt > Use this file to discover all available pages before exploring further. # Save chart of accounts template > Save a new (or update an existing) chart of accounts template ## OpenAPI ````yaml https://dev.tight.com/v3/api-docs post /v6/templates/chartOfAccounts openapi: 3.0.1 info: title: Tight API contact: name: Hurdlr, Inc. (dba Tight) url: https://www.tight.com email: api@tight.com version: 6.0.0 servers: - url: https://sandbox.tight.com description: Staging Environment - url: https://prod.tight.com description: Production Environment security: - EmbedToken: [] paths: /v6/templates/chartOfAccounts: post: tags: - Templates summary: Save chart of accounts template description: Save a new (or update an existing) chart of accounts template operationId: postTemplateChartOfAccounts requestBody: content: application/json: schema: $ref: '#/components/schemas/CoaTemplatePostDto' required: true responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/SuccessResponseCoaTemplateGetDto' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: REQUIRED message: Amount is required param: amount '401': description: Not authenticated content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: INVALID_TOKEN message: Invalid access token '403': description: Not authorized content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: FORBIDDEN message: Expired access token '404': description: Endpoint not found content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: BAD_REQUEST message: Resource not found '500': description: Internal server error content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: UNKNOWN_ERROR message: Something went wrong. Please try again later. security: - PartnerAuth: [] components: schemas: CoaTemplatePostDto: required: - name type: object properties: id: type: string description: Id of the CoA template, required when updating an existing template example: tcoa_123456 name: type: string description: Name of the CoA template nullable: false example: Standard Business businessTypeId: type: string description: Id of the business type this template applies to nullable: true example: bzt_123456 isDefault: type: boolean description: >- When true, designates this template as the partner's default for its business-type group (null businessType is its own group); at most one template per group may be default; only allowed on fully mapped (non-pending) templates nullable: true accounts: type: array nullable: true items: required: - accountNo - name - type type: object properties: id: type: string description: >- Id of the GL account, required when updating an existing account nullable: true example: tgla_123456 name: type: string description: Name of the GL account example: Accounts Receivable accountNo: type: string description: Account number in the chart of accounts example: '11500' type: type: string description: Type of the General Ledger account example: ASSET enum: - ASSET - LIABILITY - EQUITY - INCOME - COGS - EXPENSE - OTHER_INCOME - OTHER_EXPENSE - SUSPENSE subType: type: string description: >- Sub-type of the General Ledger account, based on the account type nullable: true example: AR entityType: type: string description: >- Entity type this account is specific to; null means it applies to all entity types nullable: true example: S_CORP enum: - SOLE_PROPRIETORSHIP - LLP - LLC - S_CORP - C_CORP taxCategory: type: string description: Tax category for this account nullable: true example: SCHEDULE_C enum: - ADVERTISING - CAR_AND_TRUCK_NOT_DEDUCTIBLE_IF_MILEAGE - COMMISSIONS_AND_FEES - CONTRACT_LABOR - DEPLETION - DEPRECIATION_AND_SECTION_179 - EMPLOYEE_BENEFIT_PROGRAMS - INSURANCE_OTHER_THAN_HEALTH - MORTGAGE - OTHER_INTEREST - LEGAL_AND_PROFESSIONAL_SERVICES - OFFICE_EXPENSE - PENSION_AND_PROFIT_SHARING_PLANS - RENT_OR_LEASE_VEHICLES_MACHINERY_AND_EQUIPMENT - RENT_OR_LEASE_OTHER_BUSINESS_PROPERTY - REPAIRS_AND_MAINTENANCE - SUPPLIES - TAXES_AND_LICENSES - TRAVEL - DEDUCTIBLE_MEALS_AND_ENTERTAINMENT_50_PERCENT - UTILITIES - WAGES - OTHER_EXPENSES - NOT_APPLICABLE - BAD_DEBTS - CHARITABLE_CONTRIBUTIONS - COMPENSATION_OF_OFFICERS - DOMESTIC_PRODUCTION_ACTIVITIES - CAR_AND_TRUCK_DEDUCTIBLE_IF_MILEAGE - COST_OF_GOODS_SOLD_PURCHASES - PROPERTY_TAXES - FUEL_COSTS_EXCEPT_MOTOR_VEHICLES - DELIVERY_FREIGHT - COST_OF_GOODS_SOLD_LABOR - DUES_AND_SUBSCRIPTIONS - DEDUCTIBLE_MEALS_AND_ENTERTAINMENT_100_PERCENT - AMORTIZATION customData: type: string description: >- Custom JSON in which you can store any data with max length of 2000 characters nullable: true example: '{"internal_key":"some_internal_key","some_other_field":23434}' children: type: array nullable: true items: $ref: '#/components/schemas/CoaTemplateAccountPostDto' SuccessResponseCoaTemplateGetDto: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: $ref: '#/components/schemas/CoaTemplateGetDto' ErrorResponse: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: type: object description: The data generated by the action performed. nullable: true error: type: array items: $ref: '#/components/schemas/ErrorItem' CoaTemplateAccountPostDto: required: - accountNo - name - type type: object properties: id: type: string description: Id of the GL account, required when updating an existing account nullable: true example: tgla_123456 name: type: string description: Name of the GL account example: Accounts Receivable accountNo: type: string description: Account number in the chart of accounts example: '11500' type: type: string description: Type of the General Ledger account example: ASSET enum: - ASSET - LIABILITY - EQUITY - INCOME - COGS - EXPENSE - OTHER_INCOME - OTHER_EXPENSE - SUSPENSE subType: type: string description: Sub-type of the General Ledger account, based on the account type nullable: true example: AR entityType: type: string description: >- Entity type this account is specific to; null means it applies to all entity types nullable: true example: S_CORP enum: - SOLE_PROPRIETORSHIP - LLP - LLC - S_CORP - C_CORP taxCategory: type: string description: Tax category for this account nullable: true example: SCHEDULE_C enum: - ADVERTISING - CAR_AND_TRUCK_NOT_DEDUCTIBLE_IF_MILEAGE - COMMISSIONS_AND_FEES - CONTRACT_LABOR - DEPLETION - DEPRECIATION_AND_SECTION_179 - EMPLOYEE_BENEFIT_PROGRAMS - INSURANCE_OTHER_THAN_HEALTH - MORTGAGE - OTHER_INTEREST - LEGAL_AND_PROFESSIONAL_SERVICES - OFFICE_EXPENSE - PENSION_AND_PROFIT_SHARING_PLANS - RENT_OR_LEASE_VEHICLES_MACHINERY_AND_EQUIPMENT - RENT_OR_LEASE_OTHER_BUSINESS_PROPERTY - REPAIRS_AND_MAINTENANCE - SUPPLIES - TAXES_AND_LICENSES - TRAVEL - DEDUCTIBLE_MEALS_AND_ENTERTAINMENT_50_PERCENT - UTILITIES - WAGES - OTHER_EXPENSES - NOT_APPLICABLE - BAD_DEBTS - CHARITABLE_CONTRIBUTIONS - COMPENSATION_OF_OFFICERS - DOMESTIC_PRODUCTION_ACTIVITIES - CAR_AND_TRUCK_DEDUCTIBLE_IF_MILEAGE - COST_OF_GOODS_SOLD_PURCHASES - PROPERTY_TAXES - FUEL_COSTS_EXCEPT_MOTOR_VEHICLES - DELIVERY_FREIGHT - COST_OF_GOODS_SOLD_LABOR - DUES_AND_SUBSCRIPTIONS - DEDUCTIBLE_MEALS_AND_ENTERTAINMENT_100_PERCENT - AMORTIZATION customData: type: string description: >- Custom JSON in which you can store any data with max length of 2000 characters nullable: true example: '{"internal_key":"some_internal_key","some_other_field":23434}' children: type: array nullable: true items: $ref: '#/components/schemas/CoaTemplateAccountPostDto' CoaTemplateGetDto: required: - accounts - globalGlAccountMappings - id - isDefault - isPending - name - status type: object properties: id: type: string description: Id of the CoA template example: tcoa_123456 name: type: string description: Name of the CoA template example: Standard Business businessTypeId: type: string description: Id of the business type this template applies to nullable: true example: bzt_123456 status: type: string description: Status of the CoA template example: ACTIVE enum: - ACTIVE - INACTIVE - REMOVED isPending: type: boolean description: >- True when not all Global GL Accounts are mapped; false when the template is fully mapped and ready for use isDefault: type: boolean description: >- True when this is the default CoA template; defaults are scoped per business type, or globally if no business type is set accounts: type: array items: $ref: '#/components/schemas/TemplateGlAccount' globalGlAccountMappings: type: array items: $ref: '#/components/schemas/GlobalGlAccountMappingDto' description: The data generated by the action performed. ErrorItem: type: object properties: type: type: string description: The type of the error. Safe for programmatic use. enum: - UNKNOWN_ERROR - INVALID_TOKEN - EXPIRED_TOKEN - FORBIDDEN - BAD_REQUEST - JSON_ERROR - DUPLICATE - REQUIRED - INVALID_VALUE - NOT_MODIFIABLE - INVALID_FORMAT - NOT_FOUND message: type: string description: >- A human-readable message providing more details about the error. Safe for displaying to a user. param: type: string description: >- If the error is parameter-specific, the parameter related to the error. This can be used to display a message near the correct form field. description: Errors associated with the action performed, if applicable. TemplateGlAccount: required: - accountNo - children - id - level - name - subType - type type: object properties: id: type: string description: Id of the template General Ledger account example: tgla_324231 accountNo: type: string description: Account number in the chart of accounts example: '11500' name: type: string description: Name of the template General Ledger account example: Accounts Receivable level: type: integer description: Hierarchical level of the account in the chart of accounts format: int32 example: 3 type: type: string description: Type of the General Ledger account example: ASSET enum: - ASSET - LIABILITY - EQUITY - INCOME - COGS - EXPENSE - OTHER_INCOME - OTHER_EXPENSE - SUSPENSE subType: type: string description: Sub-type of the General Ledger account, based on the account type nullable: true example: AR entityType: type: string description: >- Entity type this account is specific to; null means it applies to all entity types nullable: true example: S_CORP enum: - SOLE_PROPRIETORSHIP - LLP - LLC - S_CORP - C_CORP taxCategory: type: string description: Tax category for this account nullable: true example: SCHEDULE_C enum: - ADVERTISING - CAR_AND_TRUCK_NOT_DEDUCTIBLE_IF_MILEAGE - COMMISSIONS_AND_FEES - CONTRACT_LABOR - DEPLETION - DEPRECIATION_AND_SECTION_179 - EMPLOYEE_BENEFIT_PROGRAMS - INSURANCE_OTHER_THAN_HEALTH - MORTGAGE - OTHER_INTEREST - LEGAL_AND_PROFESSIONAL_SERVICES - OFFICE_EXPENSE - PENSION_AND_PROFIT_SHARING_PLANS - RENT_OR_LEASE_VEHICLES_MACHINERY_AND_EQUIPMENT - RENT_OR_LEASE_OTHER_BUSINESS_PROPERTY - REPAIRS_AND_MAINTENANCE - SUPPLIES - TAXES_AND_LICENSES - TRAVEL - DEDUCTIBLE_MEALS_AND_ENTERTAINMENT_50_PERCENT - UTILITIES - WAGES - OTHER_EXPENSES - NOT_APPLICABLE - BAD_DEBTS - CHARITABLE_CONTRIBUTIONS - COMPENSATION_OF_OFFICERS - DOMESTIC_PRODUCTION_ACTIVITIES - CAR_AND_TRUCK_DEDUCTIBLE_IF_MILEAGE - COST_OF_GOODS_SOLD_PURCHASES - PROPERTY_TAXES - FUEL_COSTS_EXCEPT_MOTOR_VEHICLES - DELIVERY_FREIGHT - COST_OF_GOODS_SOLD_LABOR - DUES_AND_SUBSCRIPTIONS - DEDUCTIBLE_MEALS_AND_ENTERTAINMENT_100_PERCENT - AMORTIZATION customData: type: object description: >- Custom JSON in which you can store any data with max length of 2000 characters nullable: true example: internal_key: some_internal_key some_other_field: 23434 children: type: array items: $ref: '#/components/schemas/TemplateGlAccount' description: Template GL account assigned to matched transactions nullable: true GlobalGlAccountMappingDto: required: - children - id - mappedTemplateGlAccounts - name type: object properties: id: type: string description: Id of the Global GL Account example: ggla_123456 name: type: string description: Name of the Global GL Account mappedTemplateGlAccounts: type: array description: >- Template GL Accounts mapped to this Global GL Account for this template items: $ref: '#/components/schemas/MappedTemplateGlAccount' children: type: array description: Child Global GL Account mappings items: $ref: '#/components/schemas/GlobalGlAccountMappingDto' description: GlobalGlAccount mapping status for this template MappedTemplateGlAccount: required: - id - name type: object properties: id: type: string description: Id of the mapped Template GL Account example: tgla_123456 name: type: string description: Name of the mapped Template GL Account description: Template GL Accounts mapped to this Global GL Account for this template securitySchemes: EmbedToken: type: http description: >- Bearer authentication header of the form `Bearer `, see [Authentication for more detail](/api-reference/authentication#partner-level-authentication). scheme: bearer PartnerAuth: type: http description: >- Bearer authentication header of the form `Bearer `, where `` is a [partner-level token](/api-reference/authentication#partner-level-authentication). scheme: bearer ````