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

Code of the currency associated with the Bank Account

ID of the Currency associated with the Account

Check if the Account is Primary Account in Zoho Books

The type of Payment for the Paypal Account

List all bank and credit card accounts for your organization

filter_by

Sort the values based on the allowed values

sort_column

account_id

Get a detailed look of the account specified

Delete a bank account from your organization

Import your bank/credit card feeds into your account

Get the details of previously imported statement for the account

Delete the statement that was previously imported

statement_id

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

Account which is involved in the rule with the target account

Rule applies to either deposits or withdrawals

Specifies whether all the criteria have to be satisfied or not

Record transaction based on value specified in apply_to node

Specifies if Reference number is manual or generated from the statement

The account on which the rule has to be applied

ID of the Tax Authority Associated with the Rule

ID of the Tax Exemption Associated with the Rule

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

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

rule_id

Delete a rule from your account and make it no longer applicable on the transactions

Create a bank transaction based on the allowed transaction types

The currency ID involved in the transaction

A brief description about the transaction

List of files to be attached to a particular transaction

The account ID from which money will be transferred

ID of the account to which the money gets transferred

ID of the User involved in the Transaction

Get all the transaction details involved in an account

transaction_type

Start and end date, to provide a range within which the transaction date exist

date

Start and end amount, to provide a range within which the transaction amount exist

amount

status

Search using Reference Number of the transaction

reference_number

Filters the transactions based on the allowed types

Sorts the transactions based on the allowed sort types

transaction_status

Search Transactions by contact name or descriptionz

search_text

Make changes in the applicable fields of a transaction and update it

bank_transaction_id

Fetch the details of a transaction by specifying the transaction_id

Delete a transaction from an account by specifying the transaction_id

Match an uncategorized transaction with an existing transaction in the account

transaction_id

Provide criteria to search for matching uncategorised transactions

Date after which Transactions are to be filtered

date_after

Date before which Transactions are to be filtered

date_before

Starting amout with which transactions are to be filtered

amount_start

amount_end

Contact person name, involved in the transaction

contact

show_all_transactions

Unmatch a transaction that was previously matched and make it uncategorized

Mandatory Account id for which transactions are to be listed

Exclude a transaction from your bank or credit card account

Restore an excluded transaction in your account

Categorize an uncategorized transaction by creating a new transaction

Categorize an Uncategorized transaction as expense

Revert a categorized transaction as uncategorized

Categorize an uncategorized transaction as Vendor Payment

Categorize an uncategorized transaction as Customer Payment

Categorize an Uncategorized transaction as a refund from a credit note

Categorize an uncategorized transaction as a refund from a vendor credit

Categorizing bank transactions as Payment Refund

statement_line_id

Categorizing bank transactions as Vendor Payment Refund

Creates a base currency adjustment for the given information

ID of the accounts for which base currency adjustments need to be posted

ID of currency for which we need to post adjustment

Search using the Last Modified Time of the Base Currency Adjustment

last_modified_time

base_currency_adjustment_id

List of accounts having transaction with effect to the given exchange rate

currency_id

adjustment_date

exchange_rate

notes

List account details for base currency adjustment

Place where the goods/services are supplied to

15 digit GST identification number of the vendor

Choose whether the contact is GST registered/unregistered/consumer/overseas

Used to specify whether the line item rates are inclusive or exclusive of tax

Check if Item Level Tax Calculation is present

Place from where the goods/services are supplied

ID of the vendor the bill has to be created

bill_number

description

vendor_name

total

vendor_id

item_id

recurring_bill_id

purchaseorder_id

Search bills by bill number or reference number or vendor name

Update a bill. To delete a line item just remove it from the line_items list

bill_id

Delete an existing bill. Bills which have payments applied cannot be deleted

Updates the billing address for this bill

Apply the vendor credits from excess vendor payments to a bill

bill_payment_id

preview

Get the complete history and comments of a bill

comment_id

Creates an account with the given account type

Boolean to include an account in VAT returns

List all chart of accounts along with pagination

Boolean to get current balance of accounts

showbalance

Filter accounts based on its account type and status

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

List all involved transactions for the given account

Search account transactions with the given date range

Search account transactions with given amount range

Search transactions based on the given transaction type

department on which a person belongs Max-length [50]

contact_person_id

To mark contact person as primary for contact

contact_id

Mark a contact person as primary for the contact

Commennts about the payment made by the contact

contact_name

company_name

Search contacts by first name of the contact person

first_name

Search contacts by last name of the contact person

last_name

Search contacts by any of the address fields

address

Search contacts by email of the contact person

email

Search contacts by phone number of the contact person

phone

zcrm_contact_id

zcrm_account_id

For Customer Only : If a contact is assigned to any particular user, that user can manage transactions for the contact

Enable automated payment reminders for a contact

Disable automated payment reminders for a contact

Array of email address of the recipients to be cced

Files to be attached along with the statement

Boolean to trigger the email from the organization's email address

If start_date and end_date are not given, current month's statement will be sent to contact

start_date

end_date

Add an additional address for a contact using the arguments below

Country of the customer’s billing address

Get addresses of a contact including its Shipping Address, Billing Address and other additional addresses

Edit the additional address of a contact using the arguments below

address_id

Delete the additional address of a contact

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

se 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)

Exemption certificate number of the customer

A tax code is a unique label used to group Items (products, services, or charges) together

Used to group like customers for exemption purposes

Contact Persons associated with the credit note

Unique number generated (starts with CN) which will be displayed in the interface and credit notes

Customer ID of the customer for whom the credit note is raised

Exchange rate for the currency associated with the customer

15 digit GST identification number of the custome

Set to true if you need to provide your own credit note number

Set to true if credit note has to be created in draft status

Reference number generated for the payment

Unique to denote the tax associated to the creditnote

Terms & condition to be displayed in the credit note

creditnote_number

Name of the customer to whom the credit note is raised

customer_name

item_name

customer_id

item_description

Unique string generated for the item to which a refund is to be made

Search credit notes by credit note line item id

line_item_id

Unique to denote the tax associate dto the creditnote

tax_id

Search credit notes by credit note number or customer name or credit note reference number

Sort credit notes by following columns customer_name, creditnote_number, balance, total, date and created_time

creditnote_id

A tax code is a unique label used to group Items

digit GST identification number of the customer

Export credit note pdf with default print option

print

You can get credit note details as json/pdf/html

accept

The email IDs that have to be copied when the credit note is to be mailed

The email IDs to which the credit note is to be mailed