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Zoho Books
Zoho Books
107 actions · 1 auth method
PreviewAccounting

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Authentication

OAuth 2.0

Connect your Zoho Books account securely using OAuth 2.0. Access tokens expire after 1 hour and refresh automatically. R…Guides: Connector Profile, Link Account
Actions
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107 actions
Action
Description
Required scopes
List Bank Accounts
Retrieve a list of bank and cash accounts from Zoho Books
Get Bank Account
Retrieve details of a specific bank account by ID from Zoho Books
Create Bank Account
Create a new bank or cash account in Zoho Books
List Bank Transactions
Retrieve a list of transactions for a specific bank account in Zoho Books
Update Bank Account
Update an existing bank or cash account in Zoho Books
Delete Bank Account
Delete a bank account from Zoho Books
Get Bank Transaction
Retrieve details of a specific bank transaction by ID from Zoho Books
Create Bank Transaction
Create a manual bank transaction in Zoho Books
Delete Bank Transaction
Delete a bank transaction from Zoho Books
List Bills
Retrieve a list of bills from Zoho Books
Get Bill
Retrieve details of a specific bill by ID from Zoho Books
Create Bill
Create a new bill from a vendor in Zoho Books
Update Bill
Update an existing bill in Zoho Books
Delete Bill
Delete a bill from Zoho Books
List Contacts
Retrieve a list of contacts (customers and vendors) from Zoho Books
Get Contact
Retrieve details of a specific contact by ID from Zoho Books
Create Contact
Create a new contact (customer or vendor) in Zoho Books
Update Contact
Update an existing contact in Zoho Books
Delete Contact
Delete a contact from Zoho Books
List Credit Notes
Retrieve a list of credit notes from Zoho Books
Get Credit Note
Retrieve details of a specific credit note by ID from Zoho Books
Create Credit Note
Create a new credit note for a customer in Zoho Books
Delete Credit Note
Delete a credit note from Zoho Books
Create Currency
Add a new currency to Zoho Books
Get Currency
Retrieve details of a specific currency by ID from Zoho Books
Update Currency
Update a currency configuration in Zoho Books
Delete Currency
Remove a currency from Zoho Books
Create Exchange Rate
Add a manual exchange rate entry for a currency in Zoho Books
Delete Exchange Rate
Delete a manual exchange rate entry for a currency in Zoho Books
Get Current Exchange Rate
Retrieve the current market exchange rate for a currency in Zoho Books
Update Exchange Rate
Update an exchange rate entry for a currency in Zoho Books
List Debit Notes
Retrieve a list of vendor credits (debit notes) from Zoho Books
Get Debit Note
Retrieve details of a specific vendor credit (debit note) by ID from Zoho Books
Create Debit Note
Create a new vendor credit (debit note) in Zoho Books
Delete Debit Note
Delete a vendor credit (debit note) from Zoho Books
List Estimates
Retrieve a list of estimates (quotes) from Zoho Books
Get Estimate
Retrieve details of a specific estimate by ID from Zoho Books
Create Estimate
Create a new estimate (quote) in Zoho Books
Update Estimate
Update an existing estimate in Zoho Books
Delete Estimate
Delete an estimate from Zoho Books
List Expenses
Retrieve a list of expenses from Zoho Books
Get Expense
Retrieve details of a specific expense by ID from Zoho Books
Create Expense
Record a new expense in Zoho Books
Update Expense
Update an existing expense in Zoho Books
Delete Expense
Delete an expense from Zoho Books
List Invoices
Retrieve a list of invoices from Zoho Books
Get Invoice
Retrieve details of a specific invoice by ID from Zoho Books
Create Invoice
Create a new invoice in Zoho Books
Update Invoice
Update an existing invoice in Zoho Books
Delete Invoice
Delete a draft invoice from Zoho Books
Get Organization
Retrieve details of the Zoho Books organization
List Organizations
Retrieve a list of all organizations accessible with the current credentials
List Chart Of Accounts
Retrieve the chart of accounts from Zoho Books
Get Account
Retrieve details of a specific account from the chart of accounts
List Journals
Retrieve a list of journal entries from Zoho Books
Create Account
Create a new account in the Zoho Books chart of accounts
Update Account
Update an existing account in the Zoho Books chart of accounts
Delete Account
Delete an account from the Zoho Books chart of accounts
Activate Account
Mark an inactive account as active in Zoho Books
Create Journal Entry
Create a new manual journal entry in Zoho Books
Get Journal Entry
Retrieve details of a specific journal entry by ID from Zoho Books
Update Journal Entry
Update an existing journal entry in Zoho Books
Delete Journal Entry
Delete a journal entry from Zoho Books
List Projects
Retrieve a list of projects from Zoho Books
Get Project
Retrieve details of a specific project by ID from Zoho Books
Create Project
Create a new project in Zoho Books
Update Project
Update an existing project in Zoho Books
Delete Project
Delete a project from Zoho Books
List Project Tasks
Retrieve a list of tasks for a specific project in Zoho Books
Create Task
Add a new task to a project in Zoho Books
Get Task
Retrieve details of a specific task within a project in Zoho Books
Update Task
Update an existing task within a project in Zoho Books
Delete Task
Delete a task from a project in Zoho Books
Assign User To Project
Assign a user to a project in Zoho Books
List Purchase Orders
Retrieve a list of purchase orders from Zoho Books
Get Purchase Order
Retrieve details of a specific purchase order by ID from Zoho Books
Create Purchase Order
Create a new purchase order in Zoho Books
Update Purchase Order
Update an existing purchase order in Zoho Books
Delete Purchase Order
Delete a purchase order from Zoho Books
List Recurring Invoices
Retrieve a list of recurring invoice profiles from Zoho Books
Get Recurring Invoice
Retrieve details of a specific recurring invoice profile by ID
Create Recurring Invoice
Create a new recurring invoice profile in Zoho Books
Update Recurring Invoice
Update an existing recurring invoice profile in Zoho Books
Delete Recurring Invoice
Delete a recurring invoice profile from Zoho Books
List Sales Orders
Retrieve a list of sales orders from Zoho Books
Get Sales Order
Retrieve details of a specific sales order by ID from Zoho Books
Create Sales Order
Create a new sales order in Zoho Books
Update Sales Order
Update an existing sales order in Zoho Books
Delete Sales Order
Delete a sales order from Zoho Books
List Items
Retrieve a list of items (products and services) from Zoho Books
Get Item
Retrieve details of a specific item by ID from Zoho Books
Create Item
Create a new item (product or service) in Zoho Books
Update Item
Update an existing item in Zoho Books
Delete Item
Delete an item from Zoho Books
List Taxes
Retrieve a list of taxes configured in Zoho Books
List Currencies
Retrieve a list of currencies configured in Zoho Books
List Users
Retrieve a list of users in Zoho Books
Update User
Update a user in Zoho Books
Get Preferences
Retrieve organization preferences from Zoho Books
List Vendor Payments
Retrieve a list of vendor payments (payments made) from Zoho Books
Get Vendor Payment
Retrieve details of a specific vendor payment by ID from Zoho Books
Create Vendor Payment
Record a new vendor payment (payment made) in Zoho Books
Delete Vendor Payment
Delete a vendor payment from Zoho Books
List Customer Payments
Retrieve a list of customer payments (payments received) from Zoho Books
Get Customer Payment
Retrieve details of a specific customer payment by ID from Zoho Books
Create Customer Payment
Record a new customer payment (payment received) in Zoho Books
Delete Customer Payment
Delete a customer payment from Zoho Books

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Zoho Books - OAuth 2.0
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/zoho-books/filled/png

Link Account

Zoho Books - OAuth 2.0
4

Use Actions

Invoke actions using one of the methods below: