JUMP TOHurdlr APIAuthenticationCreate a Hurdlr accountpostDelete a Hurdlr accountdeleteRestore a Hurdlr accountpostRetrieve access tokenpostExpire access tokendeleteGet user infogetUpdate a Hurdlr accountpostBanksSave a Plaid access tokenpostRemove Plaid itemdeleteGet integrationsgetSave an integrationpostInsert transactionspostGet transactionspostGet bank accountsgetSave bank accountspostSave bank accountpostSave beginning balancepostGet bank transfersgetSave bank transferspostDelete a set of bank transfersdeleteGet a bank transfergetSave a bank transferpostDelete a bank transferdeleteSave a Unit customerpostRefresh bank accountspostBusiness & Client ManagementGet businessesgetGet a businessgetSave a businesspostDelete a businessdeleteGet clientsgetGet a clientgetSave a clientpostDelete a clientdeleteInvoicingSave a Stripe accountpostGet invoice setupgetUpdate invoice setuppostGet invoicesgetGet an invoicegetCreate a draft invoicepostPreview an invoicepostFinalize invoicepostSend invoice to clientpostSend invoice reminder(s)postSend payment receipt(s)postCancel invoice(s)postGet paymentsgetGet a paymentgetProcess paymentpostDelete a paymentdeleteExchange client invoice keypostRevenueGet revenuesgetSave revenuespostDelete a set of revenuesdeleteGet a revenuegetSave a revenuepostDelete a revenuedeleteGet rulesgetSave rulespostSave a rulepostPayoutsGet payoutsgetGet a payoutgetSave a payoutpostDelete a payoutdeleteInvestmentsGet investment gainsgetSave investment gainspostDelete a set of investment gainsdeleteGet an investment gaingetSave an investment gainpostDelete an investment gaindeleteBillsGet billsgetSave billspostCancel a set of billsdeleteGet a billgetExpensesGet expensesgetSave expensespostDelete a set of expensesdeleteGet an expensegetSave an expensepostDelete an expensedeleteGet categoriesgetSave a categorypostGet personal categoriesgetSave a personal categorypostGet rulesgetSave rulespostSave a rulepostGet vendorsgetSave a vendorpostPayrollSave Gusto accountpostSaves Gusto PayrollpostSave Check accountpostReportsGenerate a reportpostBalance SheetpostTrial BalancepostCash Flow Statement (Indirect)postCash Flow Statement (Direct)postProfit and LosspostGeneral LedgerpostReconciliation DiscrepancypostAccountingGet chart of accountsgetGet list of accountsgetSave an accountpostDelete an accountdeleteGet balancegetGet general ledger entriesgetInvite an accountantpostGet a manual journal entrygetSave a manual journal entrypostDelete a manual journal entrydeleteGet manual journal entriesgetClose bookspostOpen bookspostTaxesGet tax profilegetUpdate tax profilepostGet tax paymentsgetSave tax paymentspostDelete a set of tax paymentsdeleteGet a tax paymentgetSave a tax paymentpostDelete a tax paymentdeleteGet tax filing URLpostGet tax estimatespostGet tax filingsgetTime TrackingGet timesgetSave a timepostDelete a timedeleteGet tasksgetSave a taskpostDelete a taskdeleteImportsImport QBOpostImport XeropostImport BenchpostView import statusgetFilesUpload an attachmentpostGet attachmentsgetUpdate an attachmentpostDelete an attachmentdeleteAccountantCreate an accountantpostDelete an accountantdeleteRestore an accountantpostRetrieve access tokenpostExpire access tokendeleteGet teammatesgetSave teammatespostSave a teammatepostDelete a teammatedeleteGet usersgetSave userspostSave a userpostDelete a userdeleteRetrieve user access tokenpostAudit TrailAudit a bank transfergetAudit a revenuegetAudit an expensegetAudit a tax paymentgetTemplatesGet expense rule templatesgetSave expense rule templatespostDelete an expense rule templatedeleteGet revenue rule templatesgetSave revenue rule templatespostDelete a revenue rule templatedeleteSupportCreate account support URLpostSave a clientpost https://sandbox.hurdlr.com/rest/v5/clientMgmt/clientSave a new (or update an existing) client record