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Getting Started
Welcome to the Hurdlr API
Quickstart
User Creation
Data Sources
Embedded UI
Launch
User Activation
API Patterns
Authentication
Pagination
Webhooks
Audit Trail
Custom Data
Rate Limiting
Products
Accounting
Bookkeepers
Accountant Dashboard
Client-facing Dashboard
Chart of Accounts
General Ledger
Bank Transactions
Expenses
Data Sources
Business Categorization
Tax Categorization
Personal Expenses
Income
Data Sources
Self-Employed & Business Income
Investment Income
Personal Income (W-2)
Data Lakes
Amazon S3 Data Lake
Google Cloud Storage Data Lake
Financial Statements
Accounting Reports
Income Reports
Expense Reports
Imports
Bench
QuickBooks Online
Xero
Invoicing
Customizing Design & Branding
Creating a Client
Creating an Invoice Draft/Quote
Finalizing an Invoice
Managing Finalized Invoices
Payment Processing
Embeddable User Interface (Invoice Dashboard)
Embeddable User Interface (Client-facing Invoice)
Taxes
Tax Estimates
Tax Profile
Income Streams
Tax Estimates
Embeddable User Interface (Tax Dashboard)
Tax Reporting
Schedule C
Schedule E (coming soon)
Form 1065
Form 1120-S
Form 1120
T2125 (Canada)
Tax Filing
Integrations
Integrations
Analytics
Mixpanel
Integrating Mixpanel
Mixpanel Events
Banking
Finicity
MX
Plaid
Integrating Plaid
Managing Plaid Accounts
Unit
Commerce
Shopify
Square
Integrating Square
Customer Service
Front
Intercom
Payment Processing
Maast
Moov
Stripe
Integrating Stripe
Connecting Stripe Accounts
Payroll
Check
Gusto Embedded
Tax
April
Column Tax
International Support
Canada
Embeddable UI
Complete White-labeled Experience
Business Owner UX
Bookkeeper UX
How to Embed
Accounting
Chart of Accounts
Chart of Accounts Component
Chart of Accounts User Guide
General Ledger
General Ledger Component
General Ledger User Guide
Journal
Journal Component
Bank Transactions
Expense Dashboard
Income Dashboard
Transaction Dashboard
Transaction Dashboard Component
Transaction Dashboard User Guide
Transaction Form
Plaid Integration
Payout User Guide
Bookkeepers
Bookkeeper Dashboard
Bookkeeper and User Management
Log into a specific business
Business Intelligence Tiles
BI Tile Overview
BI Tile Components
Financial Statements
Report Dashboard
Balance Sheet
Cash Flow Statement
Profit & Loss
Trial Balance
Imports
QuickBooks Online Import
QBO Import Component
QBO Import User Guide
Xero Import
Xero Import Component
Xero Import User Guide
Invoices
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Updated 2 months ago
