Quarterwise API examples

Small, runnable examples for the Quarterwise API: getting rental and self-employment income and expenses into your books from a CSV file, a Google Sheet or your own system, and reading them back out.

Nothing here files anything with HMRC. The API writes to your records only. You review each quarter and send it yourself in the app.

Folder	What's in it
curl/	Every endpoint as a single curl command
python/	import_csv.py and list_transactions.py, standard library only
node/	The same two scripts for Node 18+, no dependencies
google-sheets/	An Apps Script that adds a "Send rows to Quarterwise" menu to a sheet

Before you start

1. You need a Pro plan. In the app, go to Account, then API access, and create a key. It starts qw_live_. Anyone with the key can write to your books, so keep it out of code you share.

2. Find the property or business you want to write to:

   export QUARTERWISE_API_KEY=qw_live_...
   curl -sS https://quarterwise.co.uk/api/v1/sources -H "Authorization: Bearer $QUARTERWISE_API_KEY"

   Each source has an id. The scripts take it as --source.

Importing a CSV

The scripts read a file with a header row like sample.csv:

Column	Required	Notes
date	yes	YYYY-MM-DD
type	yes	income or expense
amount	yes	Pounds, positive: 1250, 1,250.00 and £42.50 all work
category	no	A key from GET /api/v1/categories, such as periodAmount (rent) or repairsAndMaintenance. Leave it empty and the entry waits in the app's review queue
description	no	Up to 500 characters
ref	no	Your own id for the row, such as an invoice or bank reference

Check what would be sent, then send it:

python3 python/import_csv.py --source <id> sample.csv --dry-run
python3 python/import_csv.py --source <id> sample.csv
# or
node node/import-csv.mjs --source <id> sample.csv

Running the same file again is safe. Every entry goes with an externalRef: your ref if the row has one, otherwise a fingerprint of the row. Quarterwise returns the existing entry for a ref it has already seen instead of adding it twice. If you edit a row that has no ref, its fingerprint changes and it's added as a new entry, so give rows a ref if you expect to change them.

Things worth knowing

• Amounts are whole pence in the API (45000 is £450.00). The scripts convert pounds to pence without floating-point arithmetic, so £0.10 never turns into 9p.
• Up to 500 entries go in one request; the scripts batch larger files.
• Limits are 120 requests a minute per key and 5,000 entries written a day. The scripts wait and retry on the per-minute limit and stop on the daily one.
• Errors come back as {"error": {"code": "...", "message": "..."}}. A bad category returns invalid_category along with the list of valid keys.
• Properties and businesses are set up in the app. The API can't create or rename them.

The full specification is in quarterwise/openapi.

Support

support@quarterwise.co.uk

Licensed under MIT. Quarterwise is a trading name of Malden Ltd.