Zoho Books

Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

Tool to clone an existing project. Use when duplicating a project with a new name and optional description.

Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.

Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

Tool to create a new expense in Zoho Books. Use when you need to record business expenses.

Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this scenario - use LIST_ITEMS to verify if an item exists before creating, or handle code=1001 responses to retrieve/update the existing item instead.

Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

Tool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

Tool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

Tool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

Tool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.

Tool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

Tool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

Tool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

Tool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

Tool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

Tool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

Tool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.