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Zoho Books

Accounts

🇬🇧 , Europe only Total of the VAT Acquistion

The date the bill was created. [yyyy-mm-dd]

🇮🇳 only Place where the goods/services are supplied to. (If not given, organization's home state will be taken)

Customize the adjustment description. E.g. Rounding off.

🇬🇧 only ID of the VAT Return the Vendor Credit is filed in

🇬🇧 only Name of the VAT Return the Vendor Credit is filed in

🇬🇧 only Type of the VAT Return the Vendor Credit is filed in

Not applicable 🇺🇸 Used to specify whether the line item rates are inclusive or exclusive of tax.

Check if Item Level Tax Calculation is present

🇮🇳 , 🌎 , 🇦🇺 only Check if TDS is applied

🇮🇳 only 15 digit GST identification number of the vendor.

🇮🇳 only Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are business_gst, business_none, overseas, consumer.

🇮🇳 only Applicable for transactions that fall before July 1, 2017

🇮🇳 only Applicable for transactions where you pay reverse charge

ID of the account associated with the line item

🇬🇧 , Europe only Amount of the VAT Acquistion

🇬🇧 only (Optional) This is the ID of the tax applied in case this is an EU - goods purchase and acquisition VAT needs to be reported.

🇬🇧 , Europe only Name of the VAT Acquistion

🇬🇧 , Europe only Percentage of the VAT Acquistion

Rate in Base Currency of the Organization

🇮🇳 only Add HSN/SAC code for your goods/services

Europe , 🇬🇧 only Type of the bill. This denotes whether the bill line item is to be treated as a goods or service purchase. This only need to be specified in case purchase order is not enabled. Allowed Values: digital_service, goods and service.

🇮🇳 only Enter reverse charge amount

🇮🇳 , GCC only Reverse charge tax ID

🇮🇳 only Name of the reverse charge tax

🇮🇳 only Enter reverse charge percentage

🇬🇧 , Europe only Percentage of the Reverse Charge

🇬🇧 only (Optional) This is the ID of the tax applied in case this is a non-UK - service purchase and reverse charge VAT needs to be reported.

🇬🇧 , Europe only Name of the Reverse Charge

🇮🇳 , 🇦🇺 , 🇨🇦 , 🇲🇽 only Code of the Tax Exemption Applied

🇮🇳 , 🇦🇺 , 🇨🇦 only ID of the Tax Exemption Applied

Not applicable 🇺🇸 ID of the tax or tax group applied to the line item

GCC only Specify reason for using out of scope. Supported values for UAE are uae_same_tax_group, uae_reimbursed_expense and uae_others. Supported values for Bahrain are bahrain_same_tax_group, bahrain_transfer_of_concern, bahrain_disbursement, bahrain_head_to_branch_transaction and bahrain_others. Supported values for KSA are ksa_reimbursed_expense.

🇲🇽 only TDS ID of the tax or tax group applied to the line item

🇺🇸 , 🇨🇦 only Check if the Bill Payment is paid Via Print Check Option

ID of the Account through which Bill is Paid

Name of the Account through which Bill is Paid

🇦🇪 only The permit number for the bill.

GCC only The place of supply is where a transaction is considered to have occurred for VAT purposes. For the supply of goods, the place of supply is the location of the goods when the supply occurs. For the supply of services, the place of supply should be where the supplier is established. (If not given, place of contact given for the contact will be taken) Supported codes for UAE emirates are: Abu Dhabi - AB, Ajman - AJ, Dubai - DU, Fujairah - FU, Ras al-Khaimah - RA, Sharjah - SH, Umm al-Quwain - UM. Supported codes for the GCC countries are: United Arab Emirates - AE, Saudi Arabia - SA, Bahrain - BH, Kuwait - KW, Oman - OM, Qatar - QA.

🇬🇧 , Europe only Total of the Reverse Charge

🇮🇳 only Place from where the goods/services are supplied. (If not given, the place of contact given for the contact will be taken)

GCC , 🇲🇽 only VAT treatment for the bill. Choose whether the vendor falls under: vat_registered, vat_not_registered, gcc_vat_not_registered, gcc_vat_registered, non_gcc. dz_vat_registered and dz_vat_not_registered are supported only for UAE. home_country_mexico, border_region_mexico, non_mexico supported only for MX.

🇬🇧 , Avalara Integration only For UK Edition: VAT Registration number of a contact with Length should be between 2 and 12 characters. For Avalara: If you are doing sales in the European Union (EU) then provide VAT Registration Number of your customers here. This is used to calculate VAT for B2B sales, from Avalara.

🇬🇧 only (Optional) VAT treatment for the bill. VAT treatment denotes the location of the vendor, if the vendor resides in UK then the VAT treatment is uk. If the vendor is in an EU country & VAT registered, you are resides in Northen Ireland and purchasing Goods then his VAT treatment is eu_vat_registered, if he resides outside of the UK then his VAT treatment is overseas (For Pre Brexit, this can be split as eu_vat_registered, eu_vat_not_registered, and non_eu).

ID of the Bill Credited using the Vendor Credit

ID of the vendor the bill has to be created.

Bills

Contact Persons

Contacts

🇲🇽 only Choose CFDI Reference Type. Allowed values: credit_note, debit_note, return_of_merchandise, substitution_previous_cfdi, transfer_of_goods, invoice_generated_from_order, cfdi_for_advance.

🇲🇽 only Choose CFDI Usage. Allowed values: acquisition_of_merchandise, return_discount_bonus, general_expense, buildings, furniture_office_equipment, transport_equipment, computer_equipment, dye_molds_tools, telephone_communication, satellite_communication, other_machinery_equipment, hospital_expense, medical_expense_disability, funeral_expense, donation, interest_mortgage_loans, contribution_sar, medical_expense_insurance_premium, school_transportation_expense, deposit_saving_account, payment_educational_service, no_tax_effect, payment, payroll.

Unique ID of the credit note generated by the server.

Unique number generated (starts with CN) which will be displayed in the interface and credit notes. Max-Length [100]

Customer's currency code. This currency code is used in credit notes.

Index of the custom field. It can hold any value from 1 to 10.

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

Name of the customer to whom the credit note is raised. Max-Length [100]

The date on which the credit note is raised. Format [yyyy-mm-dd]

🇮🇳 only 15 digit GST identification number of the customer.

🇮🇳 only Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are business_gst , business_none , overseas , consumer.

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

Avalara Integration only Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.

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

Search credit notes by credit note line item id.

🇲🇽 only Add SAT Item Key Code for your goods/services.

🇮🇳 , 🇺🇸 , 🇦🇺 , 🇨🇦 , 🇲🇽 only Unique code of the tax exemption.

🇮🇳 , 🇺🇸 , 🇦🇺 , 🇨🇦 only Unique ID of the tax exemption.

Unique to denote the tax associated to the credit note

GCC only Specify reason for using out of scope. Supported values for UAE are uae_same_tax_group, uae_reimbursed_expense and uae_others. Supported values for Bahrain are bahrain_same_tax_group, bahrain_transfer_of_concern, bahrain_disbursement, bahrain_head_to_branch_transaction, bahrain_warranty_repair_services and bahrain_others. Supported values for Saudi Arabia are ksa_pvt_health, ksa_pvt_edu, ksa_reimbursed_expense and ksa_house_sales.

🇲🇽 only Unique ID to denote the TDS tax associated to the credit note

🇲🇽 only Add Unit Key Code for your goods/services. Download the CFDI Catalogs.

A short note for the credit note. Max-length [5000]

🇮🇳 , GCC only Place where the goods/services are supplied to. (If not given, place of contact given for the contact will be taken)

Reference number generated for the payment. A string of your choice can also be used as the reference number. Max-Length [100]

Status of the credit note. This can be open, closed or void.

GCC , 🇲🇽 only VAT treatment for the credit note. Choose whether the contact falls under: vat_registered, vat_not_registered, gcc_vat_not_registered, gcc_vat_registered, non_gcc. dz_vat_registered and dz_vat_not_registered supported only for UAE. home_country_mexico,border_region_mexico,non_mexico supported only for MX.

Terms & condition to be displayed in the credit note. Max-length [10000]

Total credits raised in this credit note.

🇬🇧 only (Optional) VAT treatment for the invoices. VAT treatment denotes the location of the customer.

Credit Notes

Currencies

Amount that is refund. Refunds are applicable only for payments whose payment_mode is autotransaction. Refunds would be made to the respective card provided by the customer.

Customer ID of the customer involved in the payment.

Name of the customer to whom the invoice is raised. Max-length [100]

Date on which payment is made. Format [yyyy-mm-dd]

Email address of the customer involved in the payment.

Currency code in which the payment is made.

Unique ID (starts with INV) of an invoice.

Unique ID of the payment generated by the server. Max-length [2000]

Mode through which payment is made. This can be check, cash, creditcard, banktransfer, bankremittance, autotransaction or others. Max-length [100]

Reference number generated for the payment. A string of your choice can also be used as the reference number. Max-length [100]

Status of the payment. It can either be success or failure.

Customer Payments

Customize the adjustment description. E.g., Rounding off.

Search estimates by customer name. Variants: customer_name_startswith and customer_name_contains

Search estimates by estimate date. Variants: date_start, date_end, date_before, and date_after

Discount applied to the invoice. It can be either in % or in amount. e.g., 12.5% or 190.

How the discount is specified. Allowed values are entity_level or item_level. Allowed Values: entity_level and item_level

Search estimates by estimate number. Variants: estimate_number_startswith and estimate_number_contains

15 digit GST identification number of the customer (🇮🇳 only)

Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are business_gst, business_none, overseas, consumer (🇮🇳 only)

Used to specify how the discount has to be applied. Either before or after the calculation of tax.

Applicable for transactions that fall before July 1, 2017 (🇮🇳 only)

ID of the line item. Mandatory if the existing line item has to be updated. If empty, a new line item will be created.

Add SAT Item Key Code for your goods/services. Download the CFDI Catalogs (🇲🇽 only)

ID of the tax or tax group applied to the estimate

Specify reason for using out of scope. Supported values for UAE are uae_same_tax_group, uae_reimbursed_expense, and uae_others. Supported values for Bahrain are bahrain_same_tax_group, bahrain_transfer_of_concern, bahrain_disbursement, bahrain_head_to_branch_transaction, bahrain_warranty_repair_services, and bahrain_others. Supported values for Saudi Arabia are ksa_pvt_health, ksa_pvt_edu, ksa_reimbursed_expense, and ksa_house_sales.

Add SAT Unit Key Code for your goods/services. Download the CFDI Catalogs (🇲🇽 only)

Place where the goods/services are supplied to. (If not given, place of contact given for the contact will be taken). Supported codes for UAE emirates are Abu Dhabi - AB, Ajman - AJ, Dubai - DU, Fujairah - FU, Ras al-Khaimah - RA, Sharjah - SH, Umm al-Quwain - UM. Supported codes for the GCC countries are United Arab Emirates - AE, Saudi Arabia - SA, Bahrain - BH, Kuwait - KW, Oman - OM, Qatar - QA.

Search estimates by reference number. Variants: reference_number_startswith and reference_number_contains

Search estimates by status. Allowed Values: draft, sent, invoiced, accepted, declined, and expired

VAT treatment for the Estimate. Allowed Values: vat_registered, vat_not_registered, gcc_vat_not_registered, gcc_vat_registered, non_gcc. dz_vat_registered and dz_vat_not_registered supported only for UAE. home_country_mexico, border_region_mexico, non_mexico supported only for MX.

Search estimates by estimate total. Variants: total_less_than, total_less_equals, total_greater_than, and total_greater_equals

Estimates

Name of the Customer for which expense is raised. Max-length [100]

Description of the expense. Max-length [100]

Place where the goods/services are supplied to. (If not given, organization's home state will be taken) (🇮🇳 only)

State to where goods/services are supplied (🇮🇳 only)

End reading of odometer when creating a mileage expense where mileage_type is odometer.

15 digit GST identification number of the vendor (🇮🇳 only)

Add HSN/SAC code for your goods/services (🇮🇳 only)

Mileage rate for a particular mileage expense.

Enter the name of the paid-through account.

The place of supply is where a transaction is considered to have occurred for VAT purposes. For the supply of goods, the place of supply is the location of the goods when the supply occurs. For the supply of services, the place of supply should be where the supplier is established. (If not given, place of contact given for the contact will be taken). Supported codes for UAE emirates are Abu Dhabi - AB, Ajman - AJ, Dubai - DU, Fujairah - FU, Ras al-Khaimah - RA, Sharjah - SH, Umm al-Quwain - UM. Supported codes for the GCC countries are United Arab Emirates - AE, Saudi Arabia - SA, Bahrain - BH, Kuwait - KW, Oman - OM, Qatar - QA.

ID of the project associated with the customer.

Reference number of the expense. Max-length [100]

(🇮🇳 only) Enter amount of the reverse charge tax

(🇮🇳 only) Enter name of the reverse charge tax

(🇮🇳 only) Enter percentage of the reverse charge tax

(🇮🇳 only) Enter total of the reverse charge VAT tax

Place from where the goods/services are supplied. (If not given, place of contact given for the contact will be taken) (🇮🇳 only)

Start reading of odometer when creating a mileage expense where mileage_type is odometer.

VAT treatment for the expense. Choose whether the contact falls under: vat_registered, vat_not_registered, gcc_vat_not_registered, gcc_vat_registered, non_gcc. dz_vat_registered and dz_vat_not_registered are supported only for UAE.

Expenses

Choose CFDI Reference Type. Allowed values: return_of_merchandise, substitution_previous_cfdi, transfer_of_goods, invoice_generated_from_order, cfdi_for_advance (🇲🇽 only).

Choose CFDI Usage. Allowed values: acquisition_of_merchandise, return_discount_bonus, general_expense, buildings, furniture_office_equipment, transport_equipment, computer_equipment, dye_molds_tools, telephone_communication, satellite_communication, other_machinery_equipment, hospital_expense, medical_expense_disability, funeral_expense, donation, interest_mortgage_loans, contribution_sar, medical_expense_insurance_premium, school_transportation_expense, deposit_saving_account, payment_educational_service, no_tax_effect, payment, payroll (🇲🇽 only).

ID of the customer the invoice has to be created.

The name of the customer. Max-length [100]

Search invoices by invoice date. Default date format is yyyy-mm-dd. Variants: due_date_start, due_date_end, due_date_before, and due_date_after.

Search invoices by due date. Default date format is yyyy-mm-dd. Variants: due_date_start, due_date_end, due_date_before, and due_date_after.

Choose whether the contact is GST registered/unregistered/consumer/overseas. Allowed values are business_gst, business_none, overseas, consumer (🇮🇳 only).

Search invoices by invoice number. Variants: invoice_number_startswith and invoice_number_contains. Max-length [100]

Boolean to check if partial payments are allowed for the contact

The description of the line items. Max-length [2000]

The name of the line item. Max-length [100]

Add SAT Item Key Code for your goods/services. Download the CFDI Catalogs (🇲🇽 only).

Specify reason for using out of scope. Supported values for UAE are uae_same_tax_group, uae_reimbursed_expense and uae_others. Supported values for Bahrain are bahrain_same_tax_group, bahrain_transfer_of_concern, bahrain_disbursement, bahrain_head_to_branch_transaction, bahrain_warranty_repair_services and bahrain_others. Supported values for Saudi Arabia are ksa_pvt_health, ksa_pvt_edu, ksa_reimbursed_expense and ksa_house_sales.

Add SAT Unit Key Code for your goods/services. Download the CFDI Catalogs (🇲🇽 only).

Boolean to check if reminders have been enabled

Shipping charges applied to the invoice. Max-length [100]

Payment terms in days, e.g., 15, 30, 60. Invoice due date will be calculated based on this. Max-length [100]

Used to override the default payment terms label. Default value for 15 days is 'Net 15 Days'. Max-length [100]

Associate the reference invoice (🇲🇽 only).

Search invoices by invoice status. Allowed Values: sent, draft, overdue, paid, void, unpaid, partially_paid, and viewed.

VAT treatment for the invoice. Choose whether the contact falls under: vat_registered, vat_not_registered, gcc_vat_not_registered, gcc_vat_registered, non_gcc. dz_vat_registered and dz_vat_not_registered supported only for UAE. home_country_mexico, border_region_mexico, non_mexico supported only for MX. (GCC, 🇲🇽 only).

Optional VAT treatment for the invoices. VAT treatment denotes the location of the customer. If the customer resides in the UK, then the VAT treatment is uk. If the customer is in an EU country and VAT registered, and you are residing in Northern Ireland and selling Goods, then his VAT treatment is eu_vat_registered. If he resides outside of the UK, then his VAT treatment is overseas. For Pre-Brexit, this can be split as eu_vat_registered, eu_vat_not_registered, and non_eu (🇬🇧 only).

Invoices

Description for the item. Max-length [2000]

ID of the tax to be associated to the item.

Set whether the tax type is intra/interstate

Specify the type of an item. Allowed values: 'goods' or 'service' or 'digital_service'

Add SAT Item Key Code for your goods/services. Download the CFDI Catalogs.

SKU value of item, should be unique throughout the product

Status of the item. It can be 'active' or 'inactive'

If there is a measurement unit for the items you are adding.

Add Unit Key Code for your goods/services. Download the CFDI Catalogs.

Mention whether the item is primary or not

Actual available stock in your warehouse.

Current available stock in your warehouse.

Items

Code of the Currency Associated with the Journal

ID of the Currency Associated with the Journal

Symbol of the Currency Associated with the Journal

Europe, 🇬🇧 only. Check if Journal should be included in VAT Return.

(🇦🇺 only) Check if Journal is created for BAS Adjustment

Date on which the journal to be recorded.

Type of the Journal. Allowed values: Cash and Both.

ID of the account for which journals to be recorded.

(🇬🇧, Europe only) Amount of the VAT Acquisition

(🇬🇧 only) This is the ID of the tax applied in case this is an EU - goods journal and acquisition VAT needs to be reported.

(🇬🇧, Europe only) Name of the VAT Acquisition

(🇬🇧, Europe only) Percentage of the VAT Acquisition

Whether the accounts need to be debited or credited. Allowed Values: debit and credit.

Description that can be given at the line item level.

(🇬🇧, Europe only) Percentage of the Reverse Charge

(🇬🇧 only) This is the ID of the tax applied in case this is a non-UK - service journal and reverse charge VAT needs to be reported.

(🇬🇧, Europe only) Name of the Reverse Charge

(🇺🇸, 🇦🇺, 🇨🇦, 🇲🇽 only) ID of the Tax Authority

(🇺🇸, 🇦🇺, 🇨🇦 only) Name of the Tax Authority

(🇮🇳, 🇺🇸, 🇦🇺, 🇨🇦 only) Code of the Tax Exemption

(🇮🇳, 🇺🇸, 🇦🇺, 🇨🇦, 🇲🇽 only) ID of the Tax Exemption

(🇮🇳, 🇺🇸, 🇦🇺, 🇨🇦, 🇲🇽 only) Type of the Tax Exemption. Allowed Values: customer and item

(🇬🇧 only) Type of the journal. This denotes whether the journal is to be treated as goods or service. Allowed Values: digital_service, goods, and service.

Search Journal by journal status. Allowed Values: draft and published.

Whether the accounts need to be debited or credited. Allowed Values: debit and credit

(🇬🇧, Europe only) VAT treatment for the journals. VAT treatment denotes the location of the customer, if the customer resides in the UK then the VAT treatment is uk. If the customer is in an EU country & VAT registered, you are residing in Northern Ireland and selling Goods then his VAT treatment is eu_vat_registered, if he resides outside of the UK then his VAT treatment is overseas (For Pre Brexit, this can be split as eu_vat_registered, eu_vat_not_registered, and non_eu).

	List	Find by ID	Search	Match	Create	Update	Delete
Contacts	✅	✅	✅	✅	✅	✅	✅
Projects	✅	✅	✅	✅	✅	✅	✅
Bills	✅	✅	✅	➖	✅	✅	✅
Credit Notes	✅	✅	✅	➖	✅	✅	✅
Customer Payments	✅	✅	✅	➖	✅	✅	✅
Estimates	✅	✅	✅	➖	✅	✅	✅

	Companies automatically maps to	Contacts automatically maps to	Users automatically maps to	Tasks automatically maps to	Products automatically maps to
Xero	Organisation	Contacts	Users	—	Items
Sage Accounting	Contacts	Contact Persons	—	—	Products
Quickbooks	Companyinfo	—	—	—	—
Zoho CRM	Accounts	Contacts	Users	Tasks	Products
Teamleader	Companies	Contacts	Users	Tasks	—
Freshdesk	Companies	Contacts	Agents	Tickets	Products
Salesforce	Accounts	Contacts	Users	Tasks	Products
Freshsales	Accounts	Contacts	Owners	Tasks	—
Close	Lead	Contact	User	Task	—
Salesloft	Accounts	People	Users	Tasks	—

Zoho Books integration connector

Managed authentication

Work with Zoho Books data collections

Trigger integrations on Zoho Books events

Data Record Created

Data Record Updated

Data Record Deleted

Use the same code to integrate with Zoho Books and 100+ other applications

Companies

Contacts

Users

Tasks

Products

Try our AI-powered integration development environment for free

Zoho Books integration connector

Managed authentication

Work with Zoho Books data collectionsself.__wrap_n!=1&&self.__wrap_b(":Rb556:",1)

Trigger integrations on Zoho Books eventsself.__wrap_n!=1&&self.__wrap_b(":Rbd56:",1)

Data Record Created

Data Record Updated

Data Record Deleted

Use the same code to integrate with Zoho Books and 100+ other applicationsself.__wrap_n!=1&&self.__wrap_b(":Rbl56:",1)

Companies

Contacts

Users

Tasks

Products

Try our AI-powered integration development environment for free

Work with Zoho Books data collections

Trigger integrations on Zoho Books events

Use the same code to integrate with Zoho Books and 100+ other applications