> ## Documentation Index > Fetch the complete documentation index at: https://docs.boxd.sh/llms.txt > Use this file to discover all available pages before exploring further. # Zoho Books > Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem `zoho-books` · **265 tools** · no triggers ## Connect it ```bash theme={"theme":"github-dark"} run auth zoho-books run auth zoho-books --scope team # shared with the organization ``` Or from the [Integrations page](https://app.boxd.sh/integrations) in the console. See [Connections](/guides/integrations/connections) for personal versus shared, and who may remove one. ## Use it ```bash theme={"theme":"github-dark"} run zoho-books # common commands run zoho-books --all # every command ``` ```ts theme={"theme":"github-dark"} import { zohoBooks } from "@boxd/run"; ``` ## Common tools | Tool | What it does | | -------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `apply-credit-note-to-invoice` | Tool to apply a credit note to one or more invoices in Zoho Books. | | `apply-credits-to-invoice` | 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. | | `convert-purchase-order-to-bill` | Tool to retrieve bill data from purchase orders for conversion. | | `create-bank-account` | 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. | | `create-bank-transaction` | 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. | | `create-chart-of-account` | 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... | | `create-contact` | Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details. | | `create-employee` | Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries. | | `create-expense` | Tool to create a new expense in Zoho Books. Use when you need to record business expenses. | | `create-invoice-from-salesorder` | Tool to create an instant invoice from an existing sales order. | | `create-item` | Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. | | `create-journal` | Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items. | | `create-location` | 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. | | `create-project` | Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing. | | `create-recurring-expense` | Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses. | | `create-rule` | Tool to create a rule for automatic transaction categorization. | | `create-sales-receipt` | 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. | | `create-time-entry` | 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. | | `create-user` | Tool to create a new user in Zoho Books. Use when inviting a team member to your organization. | | `create-vendor-credit` | Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor. | | `create-vendor-payment` | 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. | | `delete-bank-transaction` | Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID. | | `get-chart-of-account` | Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID. | | `get-contact` | Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact\_id. | | `get-credit-note` | Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices. | | Tool | What it does | | ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `accept-estimate` | Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate. | | `activate-bank-account` | Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID. | | `add-bill-attachment` | Tool to add an attachment to an existing bill in Zoho Books. | | `add-bill-comment` | 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. | | `add-contact-address` | Tool to add an additional address to a contact in Zoho Books. | | `add-invoice-comment` | Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice. | | `add-project-comment` | 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. | | `add-purchase-order-comment` | 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. | | `add-sales-order-comment` | 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. | | `add-vendor-credit-comment` | 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. | | `apply-credit-note-to-invoice` | Tool to apply a credit note to one or more invoices in Zoho Books. | | `apply-credits-to-bill` | 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. | | `apply-credits-to-invoice` | 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. | | `bulk-export-invoices-pdf` | Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge. | | `bulk-print-invoices` | 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. | | `categorize-as-customer-payment-refund` | Tool to categorize an uncategorized bank transaction as a customer payment refund. | | `categorize-uncategorized-transaction` | Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details. | | `clone-project` | Tool to clone an existing project. Use when duplicating a project with a new name and optional description. | | `convert-purchase-order-to-bill` | Tool to retrieve bill data from purchase orders for conversion. | | `create-bank-account` | 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. | | `create-bank-transaction` | 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. | | `create-chart-of-account` | 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... | | `create-contact` | Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details. | | `create-contact-person` | Tool to create a new contact person for an existing contact in Zoho Books. | | `create-currency` | Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books. | | `create-customer-payment-refund` | Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund. | | `create-employee` | Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries. | | `create-exchange-rate` | Tool to create a new exchange rate for a currency. Use after confirming currency\_id and organization\_id. | | `create-expense` | Tool to create a new expense in Zoho Books. Use when you need to record business expenses. | | `create-invoice-from-salesorder` | Tool to create an instant invoice from an existing sales order. | | `create-item` | Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. | | `create-journal` | Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items. | | `create-location` | 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. | | `create-project` | Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing. | | `create-recurring-bill` | 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). | | `create-recurring-expense` | Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses. | | `create-recurring-invoice` | Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule. | | `create-reporting-tag` | 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... | | `create-rule` | Tool to create a rule for automatic transaction categorization. | | `create-sales-receipt` | 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. | | `create-time-entry` | 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. | | `create-user` | Tool to create a new user in Zoho Books. Use when inviting a team member to your organization. | | `create-vendor-credit` | Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor. | | `create-vendor-payment` | 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. | | `deactivate-bank-account` | Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID. | | `delete-bank-account` | Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID. | | `delete-bank-transaction` | Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID. | | `delete-bill` | Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID. | | `delete-bill-attachment` | Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill. | | `delete-bill-comment` | 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. | | `delete-bill-payment` | 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. | | `delete-bulk-customer-payments` | Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once. | | `delete-bulk-vendor-payments` | Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once. | | `delete-chart-of-account` | Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID. | | `delete-chart-of-account-transaction` | Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID. | | `delete-contact` | Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID. | | `delete-contact-address` | 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. | | `delete-contact-person` | Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID. | | `delete-credit-note` | Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID. | | `delete-credit-note-comment` | 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. | | `delete-credit-note-refund` | Tool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note. | | `delete-currency` | Tool to delete a specific currency from organization settings. | | `delete-customer-payment` | Tool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID. | | `delete-customer-payment-refund` | Tool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID. | | `delete-employee` | Tool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID. | | `delete-estimate` | Tool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID. | | `delete-exchange-rate` | Tool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency\_id and exchange\_rate\_id. | | `delete-expense` | Tool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID. | | `delete-expense-receipt` | Tool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID. | | `delete-invoice` | Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID. | | `delete-invoice-attachment` | Tool to delete the last attached attachment from an invoice. | | `delete-invoice-comment` | Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice. | | `delete-invoice-document` | Tool to delete a document/attachment from a specific invoice. | | `delete-invoice-payment` | Tool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice. | | `delete-item` | Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions. | | `delete-journal-comment-v4` | Tool to delete a journal comment using Zoho Books API v4 (Beta). | | `delete-journal-document` | Tool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal. | | `delete-journals` | Tool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs. | | `delete-journal-v4` | Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID. | | `delete-location` | Tool to delete a specific location. Use when you need to remove a location from the organization. | | `delete-project-comment-v4` | Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID. | | `delete-project-task` | Tool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID. | | `delete-project-v4` | Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID. | | `delete-purchase-order` | Tool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID. | | `delete-purchase-order-attachment` | Tool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID. | | `delete-purchase-order-comment` | Tool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID. | | `delete-recurring-bill` | Tool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID. | | `delete-recurring-invoice` | Tool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID. | | `delete-rule` | Tool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions. | | `delete-sales-order-comment` | Tool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order. | | `delete-sales-receipt` | Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID. | | `delete-time-entry` | Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID. | | `delete-vendor-credit` | Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID. | | `delete-vendor-credit-refund` | Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit. | | `delete-vendor-payment` | Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID. | | `disable-contact-payment-reminder` | Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact. | | `disable-invoice-payment-reminder` | Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice. | | `email-contact-statement` | Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period. | | `email-estimate` | Tool to send an estimate email. Use after estimate creation to share it with the customer. | | `email-invoice` | Tool to send an invoice email. Use after invoice creation to share it with the customer. | | `enable-contact-payment-reminder` | Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact. | | `enable-contact-portal` | Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID. | | `enable-invoice-payment-reminder` | Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice. | | `exclude-bank-transaction` | Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization. | | `export-bulk-estimates-pdf` | Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge. | | `export-sales-orders-pdf` | Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge. | | `get-all-tag-options` | Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values. | | `get-bank-account` | Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID. | | `get-base-currency-adjustment` | Tool to fetch details of a specific base currency adjustment. | | `get-bill` | Tool to fetch details of a specific bill. Use after confirming the organization context. | | `get-bill-attachment` | Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill. | | `get-chart-of-account` | Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID. | | `get-contact` | Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact\_id. | | `get-contact-address` | Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact. | | `get-contact-person` | Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact. | | `get-contact-statement-mail` | Tool to retrieve the pre-populated email content for a contact statement. | | `get-credit-note` | Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices. | | `get-currency` | Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options. | | `get-estimate` | Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID. | | `get-estimate-email` | Tool to retrieve the pre-populated email content for an estimate. | | `get-expense` | Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing. | | `get-invoice` | Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing. | | `get-invoice-attachment` | Tool to fetch the last attached attachment from a specific invoice. | | `get-invoice-email` | Tool to retrieve the pre-populated email content for an invoice. | | `get-item` | Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID. | | `get-journal-credits-list-v4` | Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. | | `get-journal-details-v4` | Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). | | `get-journals-list-v4` | Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. | | `get-last-imported-statement` | Tool to get details of previously imported statement for a bank account. | | `get-matching-bank-transactions` | Tool to retrieve potential matching transactions for an uncategorized bank transaction. | | `get-opening-balance` | Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books. | | `get-organization` | Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID. | | `get-payment-reminder-mail-content-for-invoice` | Tool to retrieve the pre-populated payment reminder email content for an invoice. | | `get-project` | Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project\_id. | | `get-project-user` | Tool to fetch details of a specific user associated with a project. | | `get-purchase-order` | Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information. | | `get-recurring-invoice` | Tool to retrieve a single recurring invoice profile's full configuration by ID. | | `get-sales-order` | Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID. | | `get-sales-order-attachment` | Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order. | | `get-sales-order-email-content` | Tool to retrieve the pre-populated email content for a sales order. | | `get-user` | Tool to fetch details of a specific user. Use after obtaining the user\_id to retrieve comprehensive user information. | | `get-vendor-credit-refund` | Tool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit. | | `import-bank-statements` | Tool to import bank or credit card statement transactions in bulk. | | `list-bank-accounts` | Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. | | `list-bank-rules` | Tool to list all rules created for a bank or credit card account. | | `list-bank-transactions` | Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting. | | `list-base-currency-adjustments` | Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting. | | `list-bill-comments-and-history` | Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill. | | `list-bill-payments` | Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill. | | `list-bills` | Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination. | | `list-chart-of-accounts` | Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination. | | `list-chart-of-account-transactions` | Tool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters. | | `list-contact-comments` | Tool to retrieve recent activities and comments for a specific contact. | | `list-contact-persons` | Tool to retrieve a paginated list of contact persons from Zoho Books. | | `list-contact-refunds` | Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact. | | `list-contacts` | Tool to retrieve a paginated list of contacts with optional filters. | | `list-credit-note-refunds` | Tool to retrieve a paginated list of credit note refunds with filters. | | `list-credit-notes` | Tool to retrieve a paginated list of credit notes with optional filters. | | `list-currencies` | Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings. | | `list-customer-payment-refunds` | Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment. | | `list-customer-payments` | Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters. | | `list-employees` | Tool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books. | | `list-estimate-comments-and-history` | Tool to retrieve comments and history for a specific estimate. | | `list-estimates` | Tool to retrieve a paginated list of estimates with optional filters. | | `list-estimate-templates` | Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization. | | `list-expense-comments` | Tool to retrieve history and comments for a specific expense. | | `list-expenses` | Tool to retrieve a paginated list of expenses with filters and search. | | `list-fixed-assets` | Tool to retrieve a paginated list of fixed assets from Zoho Books. | | `list-fixed-asset-types` | Tool to retrieve a paginated list of fixed asset types from Zoho Books. | | `list-invoice-comments-and-history` | Tool to list comments and history entries for an invoice. Use when retrieving all comments and historical activities associated with a specific invoice. | | `list-invoice-credits-applied` | Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice. | | `list-invoice-payments` | Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice. | | `list-invoices` | Tool to retrieve a paginated list of invoices with filters and search. | | `list-invoice-templates` | Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization. | | `list-item-details` | Tool to bulk fetch details for multiple items from Zoho Books using their IDs. | | `list-items` | Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting. | | `list-journal-templates` | Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting. | | `list-locations` | Tool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books. | | `list-organizations` | Tool to list all organizations for the authenticated user. Use when you need to obtain the organization\_id for subsequent API calls. | | `list-projects` | Tool to retrieve a paginated list of projects with optional filters. | | `list-project-users` | Tool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books. | | `list-purchase-orders` | Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination. | | `list-recurring-bill-history` | Tool to list comments and history entries for a recurring bill. | | `list-recurring-invoice-history` | Tool to retrieve comments and history for a specific recurring invoice. | | `list-reporting-tags` | Tool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes. | | `list-retainer-invoices` | Tool to retrieve a paginated list of retainer invoices with filters and sorting. | | `list-sales-order-comments-and-history` | Tool to list comments and history entries for a sales order. | | `list-sales-orders` | Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering. | | `list-sales-receipts` | Tool to retrieve a paginated list of sales receipts with filters. | | `list-tasks` | Tool to retrieve a paginated list of tasks for a specific project. | | `list-taxes` | Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books. | | `list-tax-exemptions` | Tool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. | | `list-users` | Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books. | | `list-vendor-credit-refunds` | Tool to retrieve a paginated list of vendor credit refunds with filters. | | `list-vendor-credit-refunds2` | Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit. | | `list-vendor-credits` | Tool to retrieve a paginated list of vendor credits with filters and search. | | `list-vendor-payment-refunds` | Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment. | | `list-vendor-payments` | Tool to retrieve a paginated list of vendor payments with filters and search. | | `mark-bill-open` | Tool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status). | | `mark-bill-void` | Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments. | | `mark-contact-as-active` | Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID. | | `mark-contact-as-inactive` | Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID. | | `mark-estimate-as-sent` | Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer. | | `mark-invoice-as-sent` | Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer. | | `mark-item-as-active` | Tool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID. | | `mark-item-inactive` | Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID. | | `mark-location-active` | Tool to mark a location as active. Use when you need to activate a previously inactive location. | | `mark-location-inactive` | Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it. | | `mark-location-primary` | Tool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID. | | `mark-project-active` | Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID. | | `mark-reporting-tag-as-active` | Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured. | | `mark-reporting-tag-as-inactive` | Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed. | | `mark-reporting-tag-default-option` | Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice. | | `mark-retainer-invoice-sent` | Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer. | | `mark-sales-order-void` | Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices. | | `mark-tag-option-active` | Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization. | | `mark-tag-option-as-inactive` | Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes. | | `mark-user-inactive` | Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data. | | `mark-vendor-credit-void` | Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system. | | `open-sales-order` | Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing. | | `print-bulk-estimates` | Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing. | | `print-bulk-sales-orders` | Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing. | | `remind-customer-invoice` | Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status. | | `resume-recurring-invoice` | Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice. | | `send-bulk-invoice-reminder` | Tool to send payment reminders for multiple invoices at once. | | `send-contact-email` | Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication. | | `stop-recurring-invoice` | Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices. | | `untrack-contact1099` | Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US. | | `update-bank-transaction` | Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after... | | `update-bill` | Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. | | `update-contact` | Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact\_id. | | `update-contact-person` | Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact\_person\_id. | | `update-credit-note-refund` | Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note - change the... | | `update-currency` | Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision. | | `update-custom-fields-in-item` | Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties. | | `update-estimate` | Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books. | | `update-estimate-billing-address` | Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books. | | `update-estimate-shipping-address` | Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate. | | `update-estimate-template` | Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate. | | `update-invoice` | Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books - change line items, dates, or other invoice fields. | | `update-invoice-attachment-preference` | Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed. | | `update-invoice-billing-address` | Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice. | | `update-invoice-shipping-address` | Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books. | | `update-invoice-template` | Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice. | | `update-item` | Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state. | | `update-journal` | Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries - changing line items, dates, amounts, or other journal fields. | | `update-location` | Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users. | | `update-organization` | Tool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings. | | `update-project` | Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. | | `update-project-user` | Tool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project. | | `update-purchase-order-billing-address` | Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order. | | `update-purchase-order-comment` | Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. | | `update-recurring-bill` | Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern... | | `update-recurring-invoice-template` | Tool to update the template associated with a recurring invoice. | | `update-reporting-tag` | Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag. | | `update-reporting-tag-options` | Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including... | | `update-sales-order` | Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation. | | `update-sales-order-attachment-preference` | Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed. | | `update-sales-order-billing-address` | Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books. | | `update-sales-order-shipping-address` | Tool to update the shipping address of a specific sales order. | | `update-sales-order-template` | Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order. | | `update-user` | Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role. | | `update-vendor-payment-refund` | Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information. | | `void-invoice` | Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments. | | `write-off-invoice` | Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt. | [Open Zoho Books in the console →](https://app.boxd.sh/integrations/detail/zoho_books)