ZOHO Books integration

Make an account active

Create a bank account or a credit card account for your organization

Make an account inactive

Delete the statement that was previously imported

Delete the bank account

Get a detailed look of the account specified

Get the details of previously imported statement for the account

List all bank and credit card accounts for your organization

Modify the account that was created

Fetch all the rules created for a specified bank or credit card account ID

Create a rule and apply it on deposit/withdrawal for bank accounts and on refund/charges for credit card accounts

Delete a rule from your account and make it no longer applicable on the transactions

Get details of a specific bank rule

Make changes to the rule, add or modify it and update

Categorize an uncategorized transaction

Categorize an uncategorized transaction as Customer Payment

Categorize an Uncategorized transaction as expense

Categorize an uncategorized transaction as a refund from a vendor credit

Categorizing bank transactions as Vendor Payment Refund

Categorize transaction as customer payment

Categorize transaction as customer payment refund

Create a bank transaction based on the allowed transaction types

Delete a bank transaction based on the allowed transaction types

Exclude a transaction from your bank or credit card account

Fetch the details of a transaction by specifying the transaction id

Get all the transaction details involved in an account

Provide criteria to search for matching uncategorised transactions. The list of transactions can also include invoices/bills/credit-notes which will not be matched directly. Instead, a new (payment/refund) transaction is recorded and matched

Match transaction

Restore an excluded transaction in your account

Revert a categorized transaction as uncategorized

Unmatch transaction

Update a bank transaction based on the allowed transaction types

Create Base-Currency-Adjustment

Delete Base-Currency-Adjustment

Get Base-Currency-Adjustment

Get Base-Currency-Adjustment list

Get list of accounts having transaction with effect to the given exchange rate

Change status of Chart-Of-Accounts

Creates an account with the given account type

Deletes the given account. Accounts associated in any transaction/products could not be deleted

Get list all chart of accounts

Get list all involved transactions for the given account

Gets the details of an account

Updates the account information

Create contact with selected parameters

Delete contact from zoho book

Disable automated payment reminders for a contact

Enable contact portal access for contact selected by identity

Enable automated payment reminders for a contact

Get contact by identity

Get recent activities of a contact

Get list the refund history of a contact

Get many contacts from zoho book

Get list of currencies configured

Get the statement mail content

Mark contact as active in zoho book

Mark contact as inactive in zoho book

Send email statement to contacts

Send email to contacts

Track a contact for 1099 reporting: (Note: This API is only available when the organization's country is U.S.A)

Use this API to stop tracking payments to a vendor for 1099 reporting. (Note: This API is only available when the organization's country is U.S.A)

Update contact details

Create contact-person

Delete contact-person

Get contact contact-persons list

Get contact-person details

Mark contact-person as primary

Update contact-person details

Create a currency for transaction

Delete currency

Get currency

Get currency exchange rates list

Update the details of a currency

Create currency exchange rate

Delete currency exchange rate

Get currency exchange rates

Update currency exchange rate

Add a comment for an estimate

Change estimates status

Create an estimate for your customer

Delete an estimate comment

Delete an existing estimate

Get the details of an estimate

Get all estimates with pagination

Get the complete history and comments of an estimate

Update an existing comment of an estimate

Update an estimate for your customer

Change item status

Create item

Delete item

Get item

Update item

Create journal

Delete journal

Get journal

Get journals list

Update journal

Create opening balance

Delete opening balance

Get opening balance

Update opening balance

Activate or deactivate project

Add comments to a project

Assign user to project

Clone project

Create project

Delete project

Deleting a comment

Get comments for a project

Get details of a user in project

Get invoices list created for this project

Get list of users associated with a project

Get projects list

Get the details of a project

Invite user to project

Remove user from project

Update details of a user in project

Update project

Add a comment for a sales order

Change sales order status

Create sales order

Delete a sales order comment

Delete sales order

Get many sales orders

Get existing sales order

Get the complete history and comments of sales order

Get sales order templates

Update existing comment of a sales order

Update sales order

Update sales order template

Add attachment to a sales order

Delete the file attached to the sales order

Returns the file attached to the sales order

Add task to a project

Delete a task added to a project

Get list of tasks added to a project

Get the details of a task

Update a task added to a project

Create tax group

Create tax item

Delete tax group

Delete tax item

Get tax group

Get tax item

Get taxes list

Update tax group

Update tax item

Create a tax authority. This method available only in US and CA Edition

Delete tax authority. This method available only in US and CA Edition

Get a tax authority. This method available only in US and CA Edition

Get many tax authorities. This method available only in US and CA Edition

Update a tax authority. This method available only in US and CA Edition

Create tax exemption. This method available only in US Edition

Delete tax exemption. This method available only in US Edition

Get many tax exemptions. This method available only in US Edition

Get tax exemption. This method available only in US Edition

Update tax exemption. This method available only in US Edition

Deleting a logged time entry

Get current running timer

Get details of a time entry

Logging time entries

Chnage status of timer

Update logged time entry

Delete a logged time entries

Get a logged time entries list

Create user

Delete user

Get many users

Get the details of a user

Get user status

Update user details