---
title: "Sync Bank Transactions · COUNT Partner API"
description: "Import bank transactions into COUNT from your own app, categorize them, and optionally link them to bills or invoices."
canonical: "https://developers.getcount.com/guides/sync-transactions"
source: "https://developers.getcount.com/guides/sync-transactions"
---
Guides

# Sync Bank Transactions

Import transactions from your app into COUNT, categorize them, and optionally link them to bills or invoices.

Prerequisites

You need a chart of accounts account UUID (`accountUuid`) for each transaction. Retrieve accounts from the [Chart of Accounts API](https://developers.getcount.com/reference/chart-of-accounts) or create them during workspace setup.

## Step 1 — List existing transactions

Start with [GET /partners/transactions](https://developers.getcount.com/reference/transactions/list-transactions) to see what is already in the workspace. Use date filters and pagination to walk through historical data without duplicates.

## Step 2 — Create transactions

For each new bank transaction, call [POST /partners/transactions](https://developers.getcount.com/reference/transactions/create-transaction) with amount, posted date, description, type, and account UUID.

```
{
  "accountUuid": "c8d9e0f1-a2b3-4567-cdef-789012345678",
  "amount": 150,
  "postedDate": "2026-03-01",
  "description": "Office supplies",
  "type": "Expense"
}
```

For high-volume imports, use [POST /partners/transactions/bulk](https://developers.getcount.com/reference/transactions/bulk-create-transactions) to create many transactions in one request.

## Step 3 — Categorize transactions

Assign the correct category with [PATCH /partners/transactions/{uuid}/change-category](https://developers.getcount.com/reference/transactions/change-transaction-category).

## Step 4 — Link to bills or invoices

Match transactions to open bills or invoices using [POST /partners/transactions/{uuid}/assign-to-bills-invoices](https://developers.getcount.com/reference/transactions/assign-transaction-to-bills-invoices).

## Step 5 — Subscribe to changes (optional)

Instead of polling, subscribe to `transaction.created` and `transaction.updated` webhook events. See [Webhooks](https://developers.getcount.com/reference/webhooks) and the [verify webhooks guide](https://developers.getcount.com/guides/verify-webhooks).