Zoho Books API Directory

Zoho Books is a robust cloud-based accounting software designed to streamline financial management for small and medium-sized businesses. As part of the comprehensive Zoho suite of business applications, Zoho Books offers a wide array of features that cater to diverse accounting needs. It empowers businesses to efficiently manage their financial operations, from invoicing and expense tracking to inventory management and tax compliance. With its user-friendly interface and powerful tools, Zoho Books simplifies complex accounting tasks, enabling businesses to focus on growth and profitability.

One of the standout features of Zoho Books is its ability to seamlessly integrate with various third-party applications through the Zoho Books API. This integration capability allows businesses to customize their accounting processes and connect Zoho Books with other essential business tools, enhancing productivity and operational efficiency. The Zoho Books API provides developers with the flexibility to automate workflows, synchronize data, and build custom solutions tailored to specific business requirements, making it an invaluable asset for businesses looking to optimize their financial management systems.

Zoho Books API Endpoints

Bank Accounts

GET https://www.zohoapis.com/books/v3/bankaccounts : List view of accounts
GET https://www.zohoapis.com/books/v3/bankaccounts/rules : Get Rules List
GET https://www.zohoapis.com/books/v3/bankaccounts/rules/{rule_id} : Get a rule
DELETE https://www.zohoapis.com/books/v3/bankaccounts/rules/{rule_id}?organization_id={organization_id} : Delete a rule
POST https://www.zohoapis.com/books/v3/bankaccounts/rules?organization_id={organization_id} : Create a rule
PUT https://www.zohoapis.com/books/v3/bankaccounts/{accountId} : Update bank account
POST https://www.zohoapis.com/books/v3/bankaccounts/{account_id}/active : Activate account
POST https://www.zohoapis.com/books/v3/bankaccounts/{account_id}/inactive : Deactivate account
GET https://www.zohoapis.com/books/v3/bankaccounts/{bank_account_id}/statement/lastimported : Get last imported statement
DELETE https://www.zohoapis.com/books/v3/bankaccounts/{bank_account_id}/statement/{statement_id}?organization_id={organization_id} : Delete last imported statement
POST https://www.zohoapis.com/books/v3/bankaccounts?organization_id={organization_id} : Create a bank account

Bank Statements

POST https://www.zohoapis.com/books/v3/bankstatements?organization_id={organization_id} : Import a Bank/Credit Card Statement

Bank Transactions

GET https://www.zohoapis.com/books/v3/banktransactions : Get transactions list
GET https://www.zohoapis.com/books/v3/banktransactions/?organization_id={organization_id} : Get transaction
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorized/categorize/paymentrefunds?organization_id={organization_id} : Categorize as Customer Payment Refund
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorized/categorize/vendorpaymentrefunds?organization_id={organization_id} : Categorize as Vendor Payment Refund
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorized/{transaction_id}/exclude : Exclude a transaction
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/categorize/creditnoterefunds?organization_id={organization_id} : Categorize as credit note refunds
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/categorize/customerpayments?organization_id={organization_id} : Categorize as customer payment
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/categorize/expenses?organization_id={organization_id} : Categorize as expense
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/categorize/vendorcreditrefunds?organization_id={organization_id} : Categorize as vendor credit refunds
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/categorize/vendorpayments?organization_id={organization_id} : Categorize a vendor payment
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/categorize?organization_id={organization_id} : Categorize an uncategorized transaction
GET https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/match : Get matching transactions
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/match?organization_id={organization_id} : Match a transaction
POST https://www.zohoapis.com/books/v3/banktransactions/uncategorizeds/{uncategorized_id}/restore : Restore a transaction
POST https://www.zohoapis.com/books/v3/banktransactions/{transaction_id}/uncategorize : Uncategorize a categorized transaction
POST https://www.zohoapis.com/books/v3/banktransactions/{transaction_id}/unmatch : Unmatch a matched transaction
POST https://www.zohoapis.com/books/v3/banktransactions?organization_id={organization_id} : Create a transaction for an account

Base Currency Adjustment

GET https://www.zohoapis.com/books/v3/basecurrencyadjustment : List base currency adjustment
GET https://www.zohoapis.com/books/v3/basecurrencyadjustment/accounts : List account details for base currency adjustment
DELETE https://www.zohoapis.com/books/v3/basecurrencyadjustment/{adjustment_id}?organization_id={organization_id} : Delete a base currency adjustment
GET https://www.zohoapis.com/books/v3/basecurrencyadjustments/{basecurrencyadjustment_id}?organization_id={organization_id} : Get a base currency adjustment

Bills

PUT https://www.zohoapis.com/books/v3/bill/{bill_id}/customfields : Update custom field in existing bills
POST https://www.zohoapis.com/books/v3/bills : Create a bill
GET https://www.zohoapis.com/books/v3/bills/editpage/frompurchaseorders : Convert PO to Bill
PUT https://www.zohoapis.com/books/v3/bills/{billId} : Update a bill
POST https://www.zohoapis.com/books/v3/bills/{bill_id}/approve : Approve a bill
GET https://www.zohoapis.com/books/v3/bills/{bill_id}/attachment : Get a bill attachment
GET https://www.zohoapis.com/books/v3/bills/{bill_id}/comments : List bill comments & history
POST https://www.zohoapis.com/books/v3/bills/{bill_id}/comments?organization_id={organization_id} : Add comment to a bill
GET https://www.zohoapis.com/books/v3/bills/{bill_id}/payments : List bill payments
POST https://www.zohoapis.com/books/v3/bills/{bill_id}/status/open : Mark a bill as open
POST https://www.zohoapis.com/books/v3/bills/{bill_id}/status/void : Void a bill
POST https://www.zohoapis.com/books/v3/bills/{bill_id}/submit : Submit a bill for approval
GET https://www.zohoapis.com/books/v3/bills/{bill_id}?organization_id={organization_id} : Get a bill
POST https://www.zohoapis.com/books/v3/bills?organization_id={organization_id} : Create a bill

Chart of Accounts

GET https://www.zohoapis.com/books/v3/chartofaccounts : List chart of accounts
GET https://www.zohoapis.com/books/v3/chartofaccounts/transactions : List of transactions for an account
DELETE https://www.zohoapis.com/books/v3/chartofaccounts/transactions/{transaction_id} : Delete a transaction
GET https://www.zohoapis.com/books/v3/chartofaccounts/{accountId} : Get an account
POST https://www.zohoapis.com/books/v3/chartofaccounts/{account_id}/active : Mark an account as active
POST https://www.zohoapis.com/books/v3/chartofaccounts/{account_id}/inactive : Mark an account as inactive
DELETE https://www.zohoapis.com/books/v3/chartofaccounts/{account_id}?organization_id={organization_id} : Delete a Bank account
POST https://www.zohoapis.com/books/v3/chartofaccounts?organization_id={organization_id} : Create an account

Custom Modules

DELETE https://www.zohoapis.com/books/v3/cm_debtor : Delete Custom Modules
DELETE https://www.zohoapis.com/books/v3/cm_debtor/{record_id}?organization_id={organization_id} : Delete individual records

Contacts

GET https://www.zohoapis.com/books/v3/contacts : List Contacts
POST https://www.zohoapis.com/books/v3/contacts/contactpersons/{contact_person_id}/primary : Mark as primary contact person
PUT https://www.zohoapis.com/books/v3/contacts/contactpersons/{contact_person_id}?organization_id={organization_id} : Update a contact person
POST https://www.zohoapis.com/books/v3/contacts/contactpersons?organization_id={organization_id} : Create a contact person
PUT https://www.zohoapis.com/books/v3/contacts/{contactId} : Update a Contact
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/active : Mark as Active
GET https://www.zohoapis.com/books/v3/contacts/{contact_id}/address : Get Contact Addresses
DELETE https://www.zohoapis.com/books/v3/contacts/{contact_id}/address/{address_id}?organization_id={organization_id} : Delete Additional Address
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/address?organization_id={organization_id} : Add Additional Address
GET https://www.zohoapis.com/books/v3/contacts/{contact_id}/comments : List Comments
GET https://www.zohoapis.com/books/v3/contacts/{contact_id}/contactpersons : List contact persons
GET https://www.zohoapis.com/books/v3/contacts/{contact_id}/contactpersons/{contact_person_id} : Get a contact person
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/email?organization_id={organization_id} : Email Contact
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/inactive : Mark as Inactive
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/paymentreminder/disable : Disable Payment Reminders
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/paymentreminder/enable : Enable Payment Reminders
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/portal/enable?organization_id={organization_id} : Enable Portal Access
GET https://www.zohoapis.com/books/v3/contacts/{contact_id}/refunds : List Refunds
GET https://www.zohoapis.com/books/v3/contacts/{contact_id}/statements/email?organization_id={organization_id} : Get Statement Mail Content
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/track1099 : Track a contact for 1099 reporting
POST https://www.zohoapis.com/books/v3/contacts/{contact_id}/untrack1099 : Untrack 1099
DELETE https://www.zohoapis.com/books/v3/contacts/{contact_id}?organization_id={organization_id} : Delete a Contact
PUT https://www.zohoapis.com/books/v3/contacts?organization_id={organization_id} : Update a contact using a custom field's unique value

Credit Notes

GET https://www.zohoapis.com/books/v3/creditnotes : List all Credit Notes
GET https://www.zohoapis.com/books/v3/creditnotes/refunds : List credit note refunds
GET https://www.zohoapis.com/books/v3/creditnotes/templates : List credit note template
POST https://www.zohoapis.com/books/v3/creditnotes/{credit_note_id}/status/open : Convert Credit Note to Open
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id} : Get a credit note
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/approve : Approve a credit note
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/comments : List credit note comments & history
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/email : Get email content of a credit note
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/email?organization_id={organization_id} : Email a credit note
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/emailhistory : Email history
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/invoices : List invoices credited
DELETE https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/invoices/{invoice_id} : Delete invoices credited
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/invoices?organization_id={organization_id} : Credit to an invoice
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/refunds : List refunds of a credit note
GET https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/refunds/{creditnote_refund_id} : Get credit note refund
PUT https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/refunds/{refund_id}?organization_id={organization_id} : Update credit note refund
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/refunds?organization_id={organization_id} : Refund Credit Note
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/status/draft : Convert Credit Note to Draft
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/status/void : Void a Credit Note
POST https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/submit?organization_id={organization_id} : Submit a credit note for approval
PUT https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}/templates/{template_id}?organization_id={organization_id} : Update a credit note template
DELETE https://www.zohoapis.com/books/v3/creditnotes/{creditnote_id}?organization_id={organization_id} : Delete a credit note
POST https://www.zohoapis.com/books/v3/creditnotes?organization_id={organization_id} : Create a credit note

CRM

POST https://www.zohoapis.com/books/v3/crm/account/import?organization_id={organization_id} : Import a customer using the CRM account ID
POST https://www.zohoapis.com/books/v3/crm/contact/import?organization_id={organization_id} : Import a customer using CRM contact ID
POST https://www.zohoapis.com/books/v3/crm/vendor/import : Import a vendor using the CRM vendor ID

Customer Payments

PUT https://www.zohoapis.com/books/v3/customerpayment/{customerpayment_id}/customfields : Update custom field in existing customerpayments
GET https://www.zohoapis.com/books/v3/customerpayments : List Customer Payments
PUT https://www.zohoapis.com/books/v3/customerpayments/{customerpayment_id}/refunds/?organization_id={organization_id} : Update a refund
POST https://www.zohoapis.com/books/v3/customerpayments/{customerpayment_id}/refunds?organization_id={organization_id} : Refund an excess customer payment
PUT https://www.zohoapis.com/books/v3/customerpayments/{paymentId} : Update a payment
GET https://www.zohoapis.com/books/v3/customerpayments/{payment_id}/refunds : List refunds of a customer payment
DELETE https://www.zohoapis.com/books/v3/customerpayments/{payment_id}/refunds/?organization_id={organization_id} : Delete a Refund
GET https://www.zohoapis.com/books/v3/customerpayments/{payment_id}?organization_id={organization_id} : Retrieve a payment
PUT https://www.zohoapis.com/books/v3/customerpayments?organization_id={organization_id} : Update a payment using a custom field's unique value

Debtor

GET https://www.zohoapis.com/books/v3/debtor : Get Record List of a Custom Module
POST https://www.zohoapis.com/books/v3/debtor?organization_id={organization_id} : Create Custom Modules
GET https://www.zohoapis.com/books/v3/debtors/{debtor_id} : Get Individual Record Details
PUT https://www.zohoapis.com/books/v3/debtors/{debtor_id}?organization_id={organization_id} : Update Custom Module

Employees

DELETE https://www.zohoapis.com/books/v3/employee/?organization_id={organization_id} : Delete an employee
GET https://www.zohoapis.com/books/v3/employees : List employees
GET https://www.zohoapis.com/books/v3/employees/?organization_id={organization_id} : Get an employee
POST https://www.zohoapis.com/books/v3/employees?organization_id={organization_id} : Create an employee

Estimates

GET https://www.zohoapis.com/books/v3/estimates : List estimates
POST https://www.zohoapis.com/books/v3/estimates/email : Email multiple estimates
GET https://www.zohoapis.com/books/v3/estimates/pdf : Bulk export estimates
GET https://www.zohoapis.com/books/v3/estimates/print : Bulk print estimates
GET https://www.zohoapis.com/books/v3/estimates/templates : List Estimate Template
GET https://www.zohoapis.com/books/v3/estimates/{estimate_id} : Get an estimate
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/approve : Approve an estimate.
GET https://www.zohoapis.com/books/v3/estimates/{estimate_id}/comments : List estimate comments & history
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/comments?organization_id={organization_id} : Add Comments to Estimate
PUT https://www.zohoapis.com/books/v3/estimates/{estimate_id}/customfields : Update custom field in existing estimates
GET https://www.zohoapis.com/books/v3/estimates/{estimate_id}/email : Get estimate email content
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/email?organization_id={organization_id} : Email an estimate
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/status/accepted : Mark an estimate as accepted
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/status/declined : Mark an estimate as declined
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/status/sent : Mark an estimate as sent
POST https://www.zohoapis.com/books/v3/estimates/{estimate_id}/submit : Submit an estimate for approval
PUT https://www.zohoapis.com/books/v3/estimates/{estimate_id}/templates/{template_id}?organization_id={organization_id} : Update estimate template
PUT https://www.zohoapis.com/books/v3/estimates/{estimate_id}?organization_id={organization_id} : Update an Estimate
POST https://www.zohoapis.com/books/v3/estimates?organization_id={organization_id} : Create an Estimate

Expenses

GET https://www.zohoapis.com/books/v3/expenses : List Expenses
GET https://www.zohoapis.com/books/v3/expenses/{expense_id} : Get an Expense
GET https://www.zohoapis.com/books/v3/expenses/{expense_id}/comments : List expense History & Comments
POST https://www.zohoapis.com/books/v3/expenses/{expense_id}/receipt : Add receipt to an expense
PUT https://www.zohoapis.com/books/v3/expenses/{expense_id}?organization_id={organization_id} : Update an Expense
PUT https://www.zohoapis.com/books/v3/expenses?organization_id={organization_id} : Update an expense using a custom field's unique value

Invoices

PUT https://www.zohoapis.com/books/v3/invoice/{invoice_id}/customfields : Update custom field in existing invoices
POST https://www.zohoapis.com/books/v3/invoices : Create an invoice
POST https://www.zohoapis.com/books/v3/invoices/email : Email invoices
DELETE https://www.zohoapis.com/books/v3/invoices/expenses/receipt?organization_id={organization_id} : Delete the expense receipt
POST https://www.zohoapis.com/books/v3/invoices/fromsalesorder : Create an instant invoice
POST https://www.zohoapis.com/books/v3/invoices/paymentreminder : Bulk invoice reminder
GET https://www.zohoapis.com/books/v3/invoices/pdf : Bulk export Invoices
GET https://www.zohoapis.com/books/v3/invoices/print : Bulk print invoices
GET https://www.zohoapis.com/books/v3/invoices/templates : List invoice templates
PUT https://www.zohoapis.com/books/v3/invoices/{invoiceId} : Update an invoice
PUT https://www.zohoapis.com/books/v3/invoices/{invoice_id}/address/billing?organization_id={organization_id} : Update billing address
PUT https://www.zohoapis.com/books/v3/invoices/{invoice_id}/address/shipping?organization_id={organization_id} : Update shipping address
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/approve : Approve an invoice
GET https://www.zohoapis.com/books/v3/invoices/{invoice_id}/attachment : Get an invoice attachment
DELETE https://www.zohoapis.com/books/v3/invoices/{invoice_id}/attachment?organization_id={organization_id} : Delete an attachment
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/comments : Add comment to an invoice
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/credits?organization_id={organization_id} : Apply credits
GET https://www.zohoapis.com/books/v3/invoices/{invoice_id}/creditsapplied : List credits applied
DELETE https://www.zohoapis.com/books/v3/invoices/{invoice_id}/creditsapplied/{credit_id} : Delete applied credit
GET https://www.zohoapis.com/books/v3/invoices/{invoice_id}/email : Get invoice email content
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/email?organization_id={organization_id} : Email an invoice
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/paymentreminder/disable : Disable payment reminder
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/paymentreminder/enable : Enable payment reminder
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/paymentreminder?organization_id={organization_id} : Remind Customer
GET https://www.zohoapis.com/books/v3/invoices/{invoice_id}/payments : List invoice payments
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/status/draft : Mark as draft
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/status/sent : Mark an invoice as sent
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/status/void : Void an invoice
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/submit?organization_id={organization_id} : Submit an invoice for approval
PUT https://www.zohoapis.com/books/v3/invoices/{invoice_id}/templates/{template_id}?organization_id={organization_id} : Update invoice template
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/writeoff : Write off invoice
POST https://www.zohoapis.com/books/v3/invoices/{invoice_id}/writeoff/cancel : Cancel write off
GET https://www.zohoapis.com/books/v3/invoices/{invoice_id}?organization_id={organization_id} : Get an invoice
PUT https://www.zohoapis.com/books/v3/invoices?organization_id={organization_id} : Update an invoice using a custom field's unique value

Items

PUT https://www.zohoapis.com/books/v3/item/{item_id}/customfields : Update custom field in existing items
GET https://www.zohoapis.com/books/v3/items : List items
PUT https://www.zohoapis.com/books/v3/items/{item_id}?organization_id={organization_id} : Update an item
PUT https://www.zohoapis.com/books/v3/items?organization_id={organization_id} : Update an item using a custom field's unique value

Journals

GET https://www.zohoapis.com/books/v3/journals : Get journal list
POST https://www.zohoapis.com/books/v3/journals/comments?organization_id={organization_id} : Add comment to a journal
GET https://www.zohoapis.com/books/v3/journals/{journalEntryId} : Get journal
POST https://www.zohoapis.com/books/v3/journals/{journal_id}/attachment?organization_id={organization_id} : Add attachment to a journal
POST https://www.zohoapis.com/books/v3/journals/{journal_id}/status/publish : Mark a journal as published
DELETE https://www.zohoapis.com/books/v3/journals/{journal_id}?organization_id={organization_id} : Delete a journal
POST https://www.zohoapis.com/books/v3/journals?organization_id={organization_id} : Create a journal

Projects

GET https://www.zohoapis.com/books/v3/projects : List projects
GET https://www.zohoapis.com/books/v3/projects/timeentries : List time entries
GET https://www.zohoapis.com/books/v3/projects/timeentries/runningtimer/me?organization_id={organization_id} : Get current running timer
POST https://www.zohoapis.com/books/v3/projects/timeentries/timer/stop?organization_id={organization_id} : Stop timer
DELETE https://www.zohoapis.com/books/v3/projects/timeentries/{time_entry_id}?organization_id={organization_id} : Delete time entry
GET https://www.zohoapis.com/books/v3/projects/timeentries/{timeentrie_id} : Get a time entry
POST https://www.zohoapis.com/books/v3/projects/timeentries/{timeentrie_id}/timer/start?organization_id={organization_id} : Start timer
PUT https://www.zohoapis.com/books/v3/projects/timeentries/{timeentrie_id}?organization_id={organization_id} : Update time entry
DELETE https://www.zohoapis.com/books/v3/projects/timeentries?organization_id={organization_id} : Delete time entries
GET https://www.zohoapis.com/books/v3/projects/{project_id} : Get a project
POST https://www.zohoapis.com/books/v3/projects/{project_id}/active : Activate project
POST https://www.zohoapis.com/books/v3/projects/{project_id}/clone?organization_id={organization_id} : Clone project
GET https://www.zohoapis.com/books/v3/projects/{project_id}/comments : List comments
DELETE https://www.zohoapis.com/books/v3/projects/{project_id}/comments/{comment_id} : Delete comment
POST https://www.zohoapis.com/books/v3/projects/{project_id}/comments?organization_id={organization_id} : Post comment
POST https://www.zohoapis.com/books/v3/projects/{project_id}/inactive : Inactivate a project
GET https://www.zohoapis.com/books/v3/projects/{project_id}/tasks : List tasks
GET https://www.zohoapis.com/books/v3/projects/{project_id}/tasks/{task_id} : Get a task
PUT https://www.zohoapis.com/books/v3/projects/{project_id}/tasks/{task_id}?organization_id={organization_id} : Update a task
POST https://www.zohoapis.com/books/v3/projects/{project_id}/tasks?organization_id={organization_id} : Add a task
GET https://www.zohoapis.com/books/v3/projects/{project_id}/users : List Users
POST https://www.zohoapis.com/books/v3/projects/{project_id}/users/invite?organization_id={organization_id} : Invite User to Project
GET https://www.zohoapis.com/books/v3/projects/{project_id}/users/{user_id} : Get a User
DELETE https://www.zohoapis.com/books/v3/projects/{project_id}/users/{user_id}?organization_id={organization_id} : Delete user
POST https://www.zohoapis.com/books/v3/projects/{project_id}/users?organization_id={organization_id} : Assign users to a project
DELETE https://www.zohoapis.com/books/v3/projects/{project_id}?organization_id={organization_id} : Delete project
POST https://www.zohoapis.com/books/v3/projects?organization_id={organization_id} : Create a project

Purchase Orders

GET https://www.zohoapis.com/books/v3/purchaseorders : List purchase orders
DELETE https://www.zohoapis.com/books/v3/purchaseorders/?organization_id={organization_id} : Delete purchase order
GET https://www.zohoapis.com/books/v3/purchaseorders/templates : List purchase order templates
GET https://www.zohoapis.com/books/v3/purchaseorders/{purchaseOrderId} : Get a purchase order
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/approve : Approve a purchase order
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/attachment : Add attachment to a purchase order
GET https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/comments : List purchase order comments & history
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/comments?organization_id={organization_id} : Add comment to purchase order
PUT https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/customfields : Update custom field in existing purchaseorders
GET https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/email : Get purchase order email content
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/email?organization_id={organization_id} : Email a purchase order
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/status/billed : Mark as billed
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/status/cancelled : Cancel a purchase order
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/status/open : Mark a purchase order as open
POST https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/submit : Submit a purchase order for approval
PUT https://www.zohoapis.com/books/v3/purchaseorders/{purchaseorder_id}/templates/{template_id}?organization_id={organization_id} : Update purchase order template
POST https://www.zohoapis.com/books/v3/purchaseorders?organization_id={organization_id} : Create a purchase order

Recurring Bills

GET https://www.zohoapis.com/books/v3/recurring_bills/{recurring_bill_id} : Get a recurring bill
DELETE https://www.zohoapis.com/books/v3/recurring_bills/{recurring_bill_id}?organization_id={organization_id} : Delete a recurring bill
GET https://www.zohoapis.com/books/v3/recurringbills : List recurring bills
GET https://www.zohoapis.com/books/v3/recurringbills/{recurring_bill_id}/comments : List recurring bill history
POST https://www.zohoapis.com/books/v3/recurringbills/{recurring_bill_id}/status/resume : Resume a recurring Bill
POST https://www.zohoapis.com/books/v3/recurringbills/{recurring_bill_id}/status/stop : Stop a recurring bill
PUT https://www.zohoapis.com/books/v3/recurringbills/{recurring_bill_id}?organization_id={organization_id} : Update a recurring bill
PUT https://www.zohoapis.com/books/v3/recurringbills?organization_id={organization_id} : Update a recurring bill using a custom field's unique value

Recurring Expenses

GET https://www.zohoapis.com/books/v3/recurringexpenses : List recurring expenses
GET https://www.zohoapis.com/books/v3/recurringexpenses/{recurring_expense_id}/comments : List recurring expense history
POST https://www.zohoapis.com/books/v3/recurringexpenses/{recurring_expense_id}/status/resume : Resume a recurring Expense
POST https://www.zohoapis.com/books/v3/recurringexpenses/{recurring_expense_id}/status/stop : Stop a recurring expense
PUT https://www.zohoapis.com/books/v3/recurringexpenses/{recurring_expense_id}?organization_id={organization_id} : Update a recurring expense
GET https://www.zohoapis.com/books/v3/recurringexpenses/{recurringexpense_id}/expenses?organization_id={organization_id} : List child expenses created
GET https://www.zohoapis.com/books/v3/recurringexpenses/{recurringexpense_id}?organization_id={organization_id} : Get a recurring expense
POST https://www.zohoapis.com/books/v3/recurringexpenses?organization_id={organization_id} : Create a recurring expense

Recurring Invoices

GET https://www.zohoapis.com/books/v3/recurringinvoices : List all Recurring Invoice
DELETE https://www.zohoapis.com/books/v3/recurringinvoices/{invoice_id}?organization_id={organization_id} : Delete a Recurring Invoice
GET https://www.zohoapis.com/books/v3/recurringinvoices/{recurring_invoice_id} : Get a Recurring Invoice
GET https://www.zohoapis.com/books/v3/recurringinvoices/{recurring_invoice_id}/comments : List Recurring Invoice History
POST https://www.zohoapis.com/books/v3/recurringinvoices/{recurring_invoice_id}/status/resume : Resume a Recurring Invoice
POST https://www.zohoapis.com/books/v3/recurringinvoices/{recurring_invoice_id}/status/stop : Stop a Recurring Invoice
PUT https://www.zohoapis.com/books/v3/recurringinvoices/{recurring_invoice_id}/templates/{template_id} : Update Recurring Invoice Template
PUT https://www.zohoapis.com/books/v3/recurringinvoices/{recurringinvoice_id}?organization_id={organization_id} : Update Recurring Invoice
POST https://www.zohoapis.com/books/v3/recurringinvoices?organization_id={organization_id} : Create a Recurring Invoice

Retainer Invoices

GET https://www.zohoapis.com/books/v3/retainerinvoices : List a retainer invoices
POST https://www.zohoapis.com/books/v3/retainerinvoices/approve?organization_id={organization_id} : Approve a retainer invoice.
POST https://www.zohoapis.com/books/v3/retainerinvoices/submit : Submit a retainer invoice for approval
GET https://www.zohoapis.com/books/v3/retainerinvoices/templates : List retainer invoice templates
GET https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}/attachment : Get a retainer invoice attachment
POST https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}/attachment?organization_id={organization_id} : Add attachment to a retainer invoice
GET https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}/email : Get retainer invoice email content
POST https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}/status/sent : Mark a retainer invoice as sent
POST https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}/status/void : Void a retainer invoice
PUT https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}/templates/{template_id}?organization_id={organization_id} : Update retainer invoice template
DELETE https://www.zohoapis.com/books/v3/retainerinvoices/{invoice_id}?organization_id={organization_id} : Delete a retainer invoice
GET https://www.zohoapis.com/books/v3/retainerinvoices/{retainerinvoice_id} : Get a retainer invoice
GET https://www.zohoapis.com/books/v3/retainerinvoices/{retainerinvoice_id}/comments : List retainer invoice comments & history
POST https://www.zohoapis.com/books/v3/retainerinvoices/{retainerinvoice_id}/comments?organization_id={organization_id} : Add comment to retainer invoice
POST https://www.zohoapis.com/books/v3/retainerinvoices/{retainerinvoice_id}/email?organization_id={organization_id} : Email a retainer invoice
PUT https://www.zohoapis.com/books/v3/retainerinvoices/{retainerinvoice_id}?organization_id={organization_id} : Update a Retainer Invoice
POST https://www.zohoapis.com/books/v3/retainerinvoices?organization_id={organization_id} : Create a retainerinvoice

Sales Orders

GET https://www.zohoapis.com/books/v3/salesorders : List sales orders
GET https://www.zohoapis.com/books/v3/salesorders/pdf : Bulk export sales orders
GET https://www.zohoapis.com/books/v3/salesorders/print : Bulk print sales orders
GET https://www.zohoapis.com/books/v3/salesorders/templates : List sales order templates
GET https://www.zohoapis.com/books/v3/salesorders/{salesorder_id} : Get a sales order
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/approve : Approve a sales order.
PUT https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/attachment : Update attachment preference
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/attachment?organization_id={organization_id} : Add attachment to a sales order
GET https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/comments : List sales order comments & history
PUT https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/comments/{comment_id}?organization_id={organization_id} : Update comment
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/comments?organization_id={organization_id} : Add comment to sales order
PUT https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/customfields : Update custom field in existing salesorders
GET https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/email : Get sales order email content
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/email?organization_id={organization_id} : Email a sales order
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/status/open : Mark a sales order as open
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/status/void?organization_id={organization_id} : Mark a sales order as void
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/submit : Submit a sales order for approval
POST https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/substatus/{substatus}?organization_id={organization_id} : Update a sales order sub status
PUT https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}/templates/{template_id}?organization_id={organization_id} : Update sales order template
DELETE https://www.zohoapis.com/books/v3/salesorders/{salesorder_id}?organization_id={organization_id} : Delete a sales order
PUT https://www.zohoapis.com/books/v3/salesorders?organization_id={organization_id} : Update a sales order using a custom field's unique value

Settings

Currencies

GET https://www.zohoapis.com/books/v3/settings/currencies : List Currencies
GET https://www.zohoapis.com/books/v3/settings/currencies/{currencie_id} : Get a Currency
GET https://www.zohoapis.com/books/v3/settings/currencies/{currencie_id}/exchangerates : List exchange rates
PUT https://www.zohoapis.com/books/v3/settings/currencies/{currencie_id}/exchangerates/{exchangerate_id}?organization_id={organization_id} : Update an exchange rate
POST https://www.zohoapis.com/books/v3/settings/currencies/{currencie_id}/exchangerates?organization_id={organization_id} : Create an exchange rate
PUT https://www.zohoapis.com/books/v3/settings/currencies/{currencie_id}?organization_id={organization_id} : Update a Currency
DELETE https://www.zohoapis.com/books/v3/settings/currencies/{currency_id}/exchangerates/{exchange_rate_id}?organization_id={organization_id} : Delete an exchange rate
DELETE https://www.zohoapis.com/books/v3/settings/currencies/{currency_id}?organization_id={organization_id} : Delete a currency
POST https://www.zohoapis.com/books/v3/settings/currencies?organization_id={organization_id} : Create a Currency

Opening Balances

DELETE https://www.zohoapis.com/books/v3/settings/openingbalances : Delete opening balance
PUT https://www.zohoapis.com/books/v3/settings/openingbalances?organization_id={organization_id} : Update opening balance

Tax Authorities

GET https://www.zohoapis.com/books/v3/settings/taxauthorities : List tax authorities [US Edition only]
GET https://www.zohoapis.com/books/v3/settings/taxauthorities/{tax_authority_id} : Get a tax authority [US and CA Edition only]
PUT https://www.zohoapis.com/books/v3/settings/taxauthorities/{taxauthoritie_id}?organization_id={organization_id} : Update a tax authority [US and CA Edition only]
POST https://www.zohoapis.com/books/v3/settings/taxauthorities?organization_id={organization_id} : Create a tax authority [US and CA Edition only]

Taxes

GET https://www.zohoapis.com/books/v3/settings/taxes : List taxes
DELETE https://www.zohoapis.com/books/v3/settings/taxes/{tax_id}?organization_id={organization_id} : Delete a tax
GET https://www.zohoapis.com/books/v3/settings/taxes/{taxe_id} : Get a tax
PUT https://www.zohoapis.com/books/v3/settings/taxes/{taxe_id}?organization_id={organization_id} : Update a tax
POST https://www.zohoapis.com/books/v3/settings/taxes?organization_id={organization_id} : Create a tax

Tax Exemptions

GET https://www.zohoapis.com/books/v3/settings/taxexemptions : List tax exemptions [US Edition only]
DELETE https://www.zohoapis.com/books/v3/settings/taxexemptions/{tax_exemption_id}?organization_id={organization_id} : Delete a tax exemption [US Edition only]
GET https://www.zohoapis.com/books/v3/settings/taxexemptions/{taxexemption_id} : Get a tax exemption [US Edition only]
PUT https://www.zohoapis.com/books/v3/settings/taxexemptions/{taxexemption_id}?organization_id={organization_id} : Update a tax exemption [US Edition only]
POST https://www.zohoapis.com/books/v3/settings/taxexemptions?organization_id={organization_id} : Create a tax exemption [US Edition only]

Tax Groups

GET https://www.zohoapis.com/books/v3/settings/taxgroups/{taxgroup_id}?organization_id={organization_id} : Get a tax group
POST https://www.zohoapis.com/books/v3/settings/taxgroups?organization_id={organization_id} : Create a tax group

GET https://www.zohoapis.com/books/v3/share/paymentlink : Generate payment link

Users

GET https://www.zohoapis.com/books/v3/users/me : Get current user
POST https://www.zohoapis.com/books/v3/users/{user_id}/active : Mark user as active
POST https://www.zohoapis.com/books/v3/users/{user_id}/inactive : Mark user as inactive
POST https://www.zohoapis.com/books/v3/users/{user_id}/invite : Invite a user
PUT https://www.zohoapis.com/books/v3/users/{user_id}?organization_id={organization_id} : Update a user
POST https://www.zohoapis.com/books/v3/users?organization_id={organization_id} : Create a user

Vendor Credits

GET https://www.zohoapis.com/books/v3/vendorcredits : List vendor credits
GET https://www.zohoapis.com/books/v3/vendorcredits/refunds : List vendor credit refunds
DELETE https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_bill_id}/bills/?organization_id={organization_id} : Delete bills credited
GET https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id} : Get vendor credit
GET https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/comments : List vendor credit comments & history
DELETE https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/comments/{comment_id} : Delete a comment
GET https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/refunds : List refunds of a vendor credit
DELETE https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/refunds/{refund_id} : Delete vendor credit refund
GET https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/refunds/{vendor_credit_refund_id} : Get vendor credit refund
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/status/open : Convert Vendor Credit Status to Open
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}/status/void : Void vendor credit
PUT https://www.zohoapis.com/books/v3/vendorcredits/{vendor_credit_id}?organization_id={organization_id} : Update vendor credit
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendorcredit_id}/approve?organization_id={organization_id} : Approve a Vendor credit
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendorcredit_id}/bills?organization_id={organization_id} : Apply credits to a bill
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendorcredit_id}/comments?organization_id={organization_id} : Add a comment to an existing vendor credit
PUT https://www.zohoapis.com/books/v3/vendorcredits/{vendorcredit_id}/refunds/{refund_id}?organization_id={organization_id} : Update vendor credit refund
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendorcredit_id}/refunds?organization_id={organization_id} : Refund a vendor credit
POST https://www.zohoapis.com/books/v3/vendorcredits/{vendorcredit_id}/submit?organization_id={organization_id} : Submit a Vendor credit for approval
POST https://www.zohoapis.com/books/v3/vendorcredits?organization_id={organization_id} : Create a vendor credit

Vendor Payments

GET https://www.zohoapis.com/books/v3/vendorpayments : List vendor payments
PUT https://www.zohoapis.com/books/v3/vendorpayments/{paymentId} : Update a vendor payment
GET https://www.zohoapis.com/books/v3/vendorpayments/{payment_id}?organization_id={organization_id} : Get a vendor payment
DELETE https://www.zohoapis.com/books/v3/vendorpayments/{vendor_payment_id}?organization_id={organization_id} : Delete a vendor payment
GET https://www.zohoapis.com/books/v3/vendorpayments/{vendorpayment_id}/refunds : List refunds of a vendor payment
GET https://www.zohoapis.com/books/v3/vendorpayments/{vendorpayment_id}/refunds/{vendorpayment_refund_id} : Details of a refund
POST https://www.zohoapis.com/books/v3/vendorpayments/{vendorpayment_id}/refunds?organization_id={organization_id} : Refund an excess vendor payment
POST https://www.zohoapis.com/books/v3/vendorpayments?organization_id={organization_id} : Create a vendor payment

Zoho Books API FAQs

How do I authenticate with the Zoho Books API?

Answer: Zoho Books uses OAuth 2.0 for authentication. To access the API, you need to:some text
1. Register your application in the Zoho Developer Console.
2. Obtain the Client ID and Client Secret.
3. Generate an access token and a refresh token by following the OAuth 2.0 flow.
4. Use the access token in the Authorization header of your API requests.
Source: OAuth | Zoho Books | API Documentation

What are the rate limits for the Zoho Books API?

Answer: Zoho Books enforces rate limits based on your subscription plan:some text
- Free Plan: 1,000 API requests per day.
- Standard Plan: 2,000 API requests per day.
- Professional Plan: 5,000 API requests per day.
- Premium Plan: 10,000 API requests per day.
- Elite Plan: 10,000 API requests per day.
- Ultimate Plan: 10,000 API requests per day.
- Additionally, there is a limit of 100 requests per minute per organization.
Source: Introduction | Zoho Books | API Documentation

How can I retrieve a list of invoices using the Zoho Books API?

Answer: To retrieve a list of invoices, make a GET request to the /invoices endpoint:
bash
GET https://www.zohoapis.com/books/v3/invoices?organization_id=YOUR_ORG_ID

Replace YOUR_ORG_ID with your actual organization ID. Ensure you include the Authorization header with your access token.
Source: Invoices | Zoho Books | API Documentation

Does the Zoho Books API support webhooks for real-time updates?

Answer: As of the latest available information, Zoho Books does not natively support webhooks. However, you can use the API to poll for changes or integrate with third-party services that provide webhook functionality to achieve similar outcomes.

Can I create custom fields for items using the Zoho Books API?

Answer: Yes, you can create custom fields for items. When creating or updating an item, include the custom_fields array in your request payload, specifying the customfield_id and its corresponding value.
Source: Items | Zoho Books | API Documentation

Get Started with Zoho Books API Integration

For quick and seamless integration with Zohobooks API, Knit API offers a convenient solution. It’s AI powered integration platform allows you to build any Zohobooks API Integration use case. By integrating with Knit just once, you can integrate with multiple other CRMs, HRIS, Accounting, and other systems in one go with a unified approach. Knit takes care of all the authentication, authorization, and ongoing integration maintenance. This approach not only saves time but also ensures a smooth and reliable connection to Zohobooks API.‍

To sign up for free, click here. To check the pricing, see our pricing page.