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Available Zoho Books APIs

When you configure an export, import, or other type of flow step using the prebuilt Zoho Books connector, you can select any of the API operations listed below*, organized by API type.

Note

If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Zoho Books API documentation. *You can also create a composite endpoint for this application in HTTP mode.

Resource

API endpoint

Export

Import

Bank accounts

List view of accounts

X

Get account details

X

Get last imported statement

X

Create a bank account

X

Update bank account

X

Delete an account

X

Deactivate account

X

Activate account

X

Delete last imported statement

X

Bank rules

Get rules list

X

Get a rule

X

Create a rule

X

Update a rule

X

Delete a rule

X

Bank transactions

Get transactions list

X

Get transaction

X

Get matching transactions

X

Create a transaction for an account

X

Update a transaction

X

Delete a transaction

X

Match a transaction

X

Unmatch a matched transaction

X

Exclude a transaction

X

Restore a transaction

X

Categorize an uncategorized transaction

X

Categorize as expense

X

Uncategorize a categorized transaction

X

Categorize a vendor payment

X

Categorize as customer payment

X

Categorize as credit note refunds

X

Categorize as vendor credit refunds

X

Categorize as customer payment refund

X

Categorize as vendor payment refund

X

Base currency adjustment

List base currency adjustment

X

Get base currency adjustment

X

List account details for base currency adjustment

X

Create a base currency adjustment

X

Delete a base currency adjustment

X

Bills

List bills

X

Get a bill

X

List bill payments

X

List bill comments and history

X

Create a bill

X

Update a bill

X

Delete a bill

X

Void a bill

X

Mark a bill as open

X

Apply credits

X

Add comment

X

Update billing address

X

Delete a payment

X

Delete a comment

X

Chart of accounts

List chart of account

X

Get an account

X

List of transactions for an account

X

Create an account

X

Update an account

X

Delete an account

X

Mark an account as active

X

Mark an account as inactive

X

Delete a transaction

X

Contact persons

List contact persons

X

Get a contact person

X

Create a contact person

X

Update a contact person

X

Delete a contact person

X

Mark as primary contact person

X

Contacts

List contacts

X

Get contact

X

Get statement mail content

X

List comments

X

Get contact addresses

X

List refunds

X

Create a contact

X

Update a contact

X

Delete a contact

X

Mark as active

X

Mark as inactive

X

Enable portal access

X

Enable payment reminders

X

Disable payment reminders

X

Email statement

X

Email contact

X

Add additional address

X

Track 1099

X

Untrack 1099

X

Edit additional address

X

Delete additional address

X

Credit notes

List all credit notes

X

Get a credit note

X

Email history

X

Get email content

X

List credit note template

X

List invoices credited

X

List credit note comments and history

X

List credit note refunds

X

List refunds of a credit note

X

Get credit note refund

X

Create a credit note

X

Update a credit note

X

Delete a credit note

X

Email a credit note

X

Void a credit note

X

Convert credit note to draft

X

Convert to open

X

Credit to an invoice

X

Add a comment

X

Refund credit note

X

Update billing address

X

Update shipping address

X

Update a credit note template

X

Update credit note refund

X

Delete invoices credited

X

Delete a comment

X

Delete credit note refund

X

Currencies

Create a currency

X

Update a currency

X

Delete a currency

X

Create an exchange rate

X

Update an exchange rate

X

Delete an exchange rate

X

Currency

List currencies

X

Get a currency

X

List exchange rates

X

Get an exchange rate

X

Customer payments

List customer payments

X

Retrieve a payment

X

List refunds of a customer payment

X

Details of a refund

X

Create a payment

X

Update a payment

X

Delete a payment

X

Refund an excess customer payment

X

Update a refund

X

Delete a refund

X

Estimates

List estimates

X

Get an estimate

X

Get estimate email content

X

List estimate template

X

List estimate comments and history

X

Create an estimate

X

Update an estimate

X

Delete an estimate

X

Mark an estimate as sent

X

Mark an estimate as accepted

X

Mark an estimate as declined

X

Email an estimate

X

Email multiple estimates

X

Add comments

X

Update comment

X

Update billing address

X

Update shipping address

X

Update estimate template

X

Delete a comment

X

Expenses

List expenses

X

Get an expense

X

List expense history & comments

X

List employees

X

Create an expense

X

Update an expense

X

Delete an expense

X

Create an employee

X

Delete an employee

X

Delete a receipt

X

Invoices

List invoices

X

Get an invoice

X

Get invoice email content

X

List invoice template

X

List invoice payments

X

List credits applied

X

Create an invoice

X

Update an invoice

X

Delete an invoice

X

Mark an invoice as sent

X

Void an invoice

X

Mark as draft

X

Email an invoice

X

Email invoices

X

Remind customer

X

Disable payment reminder

X

Enable payment reminder

X

Write off invoice

X

Cancel write off

X

Apply credits

X

Update billing address

X

Update shipping address

X

Update invoice template

X

Delete a payment

X

Delete a payment

X

Delete an attachment

X

Items

List items

X

Get an item

X

Create an item

X

Update an item

X

Delete an item

X

Mark as active

X

Mark as inactive

X

Journals

Get journal list

X

Get journal

X

Create a journal

X

Update a journal

X

Delete a journal

X

Opening balance

Get opening balance

X

Create opening balance

X

Update opening balance

X

Delete an opening balance

X

Projects

List projects

X

Get a project

X

List users

X

Get a user

X

List comments

X

List invoices

X

Create a project

X

Update project

X

Delete project

X

Activate project

X

Inactivate a project

X

Clone project

X

Assign users

X

Invite user

X

Post comment

X

Update user

X

Delete user

X

Delete comment

X

Purchase order

List purchase orders

X

Get a purchase order

X

Get purchase order email content

X

List purchase order template

X

List purchase order comments and history

X

Create a purchase order

X

Update a purchase order

X

Delete purchase order

X

Mark a purchase order as open

X

Mark as billed

X

Cancel a purchase order

X

Email a purchase order

X

Add comment

X

Update billing address

X

Update purchase order template

X

Update comment

X

Delete a comment

X

Recurring expenses

List recurring expenses

X

Get a recurring expense

X

List child expenses created

X

List recurring expense history

X

Create a recurring expense

X

Update a recurring expense

X

Delete a recurring expense

X

Stop a recurring expense

X

Resume a recurring expense

X

Recurring invoices

List all recurring invoice

X

Get a recurring invoice

X

List recurring invoice history

X

Create a recurring invoice

X

Update recurring invoice

X

Delete a recurring invoice

X

Stop a recurring invoice

X

Resume a recurring invoice

X

Update recurring invoice template

X

Retainer invoices

List retainer invoices

X

Get a retainer invoice

X

Get retainer invoice email content

X

List retainer invoice templates

X

Create a retainer invoice

X

Update a retainer invoice

X

Delete a retainer invoice

X

Mark a retainer invoice as sent

X

Update retainer invoice template

X

Void a retainer invoice

X

Mark as draft

X

Email a retainer invoice

X

Add comment

X

Update billing address

X

Update comment

X

Delete a retainer payment

X

Delete a comment

X

Sales order

List sales orders

X

Get a sales order

X

Get sales order email content

X

List sales order template

X

List sales order comments and history

X

Create a sales order

X

Update a sales order

X

Delete a sales order

X

Mark a sales order as open

X

Mark a sales order as void

X

Email a sales order

X

Update billing address

X

Update shipping address

X

Update sales order template

X

Add comments

X

Update comment

X

Delete a comment

X

Tasks

List tasks

X

Get a task

X

Add a task

X

Update a task

X

Delete a task added to a project.

X

Taxes

List taxes

X

Get a tax

X

Get a tax group

X

Get a tax authority

X

List tax authorities

X

List tax exemptions

X

Get a tax exemption

X

Create a tax

X

Update a tax

X

Delete a tax

X

Create a tax group

X

Update a tax group

X

Delete a tax group

X

Create a tax authority

X

Update a tax authority

X

Delete a tax authority

X

Create a tax exemption

X

Update a tax exemption

X

Delete a tax exemption

X

Time entries

List time entries

X

Get a time entry

X

Get timer

X

Log time entries

X

Update time entry

X

Delete time entry

X

Delete time entries

X

Start timer

X

Stop timer

X

Users

List users

X

Get a user

X

Get current user

X

Create a user

X

Update a user

X

Delete a user

X

Invite a user

X

Mark user as active

X

Mark user as inactive

X

Vendor credits

List vendor credits

X

Get vendor credit

X

List bills credited

X

Get vendor credit refund

X

List vendor credit refunds

X

List refunds of a vendor credit

X

List vendor credit comments and history

X

Create a vendor credit

X

Update vendor credit

X

Delete vendor credit

X

Convert to open

X

Void vendor credit

X

Apply credits to a bill

X

Refund a vendor credit

X

Add a comment

X

Update vendor credit refund

X

Delete vendor credit refund

X

Delete a comment

X

Vendor payments

List vendor payments

X

Get a vendor payment

X

List refunds of a vendor payment

X

Details of a refund

X

Create a vendor payment

X

Update a vendor payment

X

Delete a vendor payment

X

Refund an excess vendor payment

X

Update a refund

X

Delete a refund

X

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