| Accounts | Accounts Payable, Expense Management | Fetch the chart of accounts or create a new account | Account | Chart of Accounts | AccountQuery | Account | Accounts | Accounts | Account |
| Vendors | Accounts Payable, Expense Management | Fetch existing vendors or create a new vendor | Vendor | Create a Contact | VendorQuery + VendorAdd | Vendor | Contacts with isSupplier = true | Vendors | Vendor |
| Expenses | Expense Management | Fetch or create credit card or charge card transactions | Credit Card: Purchase (Type=Credit), Prepaid Card: Purchase (Type=Cash) | Credit Card: Expenses, Prepaid Card: Journal Entries | CheckQuery + CreditCardChargeQuery | Credit Card: CreditCardCharge, Prepaid Card: JournalEntry | BankTransaction of type Spend | Manual Payment or Charge Card Transaction | JournalLine (1 debit + 1 credit) |
| Attachments | Expense Management | Fetch existing attachments or create a new attachment (ex. a receipt) for an expense | Attachable | ExpenseReceipt + BillAttachment | N/A | File | Attachment | Attachments | Attachment |
| Journal Entries | Expense Management | Fetch or create journal entries for granular accounting changes | JournalEntry | Journals | JournalEntryQuery | JournalEntry | Journals | Journal Entries | JournalLine |
| Card Refund | Expense Management | Track and create refunds when a card payment is reversed | Purchase (Credit = true) | Expense Refund | CreditCardCreditQuery | CreditCardRefund | BankTransactions | Charge Card Transaction / Other Receipt | JournalLine (reversal) |
| Bills | Accounts Payable | Fetch or create a bill for an accounts payable workflow | Bill | Bills | BillQuery + BillAdd | VendorBill | Invoices (ACCPAY) | Bills | PurchaseInvoice |
| Bill Payment | Accounts Payable | Fetch or create a bill payment when a bill is paid | BillPayment | Bill Payments | BillPaymentCheckQuery + BillPaymentCheckAdd | VendorPayment | Payments | AP Payments | VendorPayment |
| Bill Credit Notes | Accounts Payable | Fetch or create credit notes when a vendor refunds a bill | VendorCredit | Vendor Credits | VendorCreditQuery + VendorCreditAdd | VendorCredit | CreditNotes | AP Adjustments | N/A |
| Purchase Order | Accounts Payable | Fetch or create a PO for future purchases | PurchaseOrder | Purchase Order | PurchaseOrderQuery + PurchaseOrderAdd | PurchaseOrder | PurchaseOrders | Purchasing Transactions | PurchaseOrder |
| Locations | Expense Management | Get business-defined locations used to classify expenses | N/A | N/A | N/A | Location | N/A | Locations | Location |
| Departments | Expense Management | Get business-defined departments used to classify expenses | Department | N/A | N/A | Department | N/A | Departments | N/A |
| Classes | Expense Management | Get business-defined classes used to classify expenses | Class | Collect expense_type from Expenses | ClassQuery | Class | Tracking Categories | Classes | Dimension |
| Goods Receipt Note | Accounts Payable | Track goods received by a buyer from a seller | Not natively available | N/A | ItemReceiptQuery + ItemReceiptAdd | ItemReceipt | N/A | Purchasing Transactions w/ PO Receiver | PurchaseReceipt |
| Customers | Accounts Receivable | Get or create customers that the business sells to | Customer | Customer (contact_sub_type) | CustomerQuery | Customer | Contacts (IsCustomer=true) | Customers | Customer |
| Items | Accounts Receivable | Get or create items that a business sells (products or services) | Item | Items | ItemQuery | Item | Items | Items | Item |
| Invoices | Accounts Receivable | Get or create invoices sent to customers | Invoice | Invoices | InvoiceQuery | Invoice | Invoices (ACCREC) | Invoices | SalesInvoice |
| Invoice Payments | Accounts Receivable | Record payments made against invoices | Payment | Invoice Payments | ReceivePaymentQuery | CustomerPayment | Payments | AR Payments | CustomerPayment |
| Invoice Credit Notes | Accounts Receivable | Get or create invoice credit memos | CreditMemo | Credit Notes | CreditMemoQuery | CreditMemo | CreditNotes | AR Adjustments | SalesCreditMemo |