Integration · Accounting

Connect Claude & ChatGPT to Zoho Books

Ask your AI which invoices are overdue, what a customer owes, or to draft an invoice or estimate in Zoho Books. It can record customer payments, create credit notes, and log vendor bills and expenses against the right accounts. It can also turn accepted estimates into invoices and email invoices and estimates to your customers.

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Try asking

“Which invoices are overdue, and who owes the most?”
The AI lists invoices with status overdue, with customer, due date and balance due.
“Create a draft invoice for Acme Ltd: 8 hours of design at 120 per hour, due in 14 days.”
It finds the customer and creates a draft invoice with one line item, date and due date. Nothing is emailed.
“Acme paid 960 by bank transfer today. Apply it to invoice INV-000231.”
It records the customer payment with date, amount and payment mode and applies it to the invoice, which lowers the balance due.

What your AI can do

Invoices, estimates and payments

Create and update invoices and estimates, convert accepted estimates, email or mark invoices as sent, record payments and create credit notes.

Bills and expenses

Create vendor bills and expenses, search them by vendor, status, date or amount, and find account IDs in the chart of accounts.

Customers, vendors and items

Search, create and update customers and vendors with contact persons and payment terms, and create and search items.

“Convert the estimates Acme accepted last week into invoices.”
It finds the accepted estimates and creates invoices from them.
“Log a 49 software expense paid with the company card.”
It looks up the expense account and the paid-through account in the chart of accounts and records the expense.
“Enter the bill from Nordic Supplies, number 7781, due on the 30th.”
It finds the vendor and creates the bill with bill number, dates and line items.

377 tools for Zoho Books

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_a_bank_account_for_invoice_online_paymentsChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Add a bank account for invoice online payments.
add_a_bank_account_to_a_contactChanges dataCreate a new contact for a contact. Required: organization id. Search contacts first to avoid duplicates. API summary: Add a bank account to a contact.
add_a_card_to_a_contactChanges dataCreate a new contact for a contact. Required: organization id. Search contacts first to avoid duplicates. API summary: Add a card to a contact.
add_a_digital_signature_to_a_credit_noteChanges dataCreate a new credit note for a credit note. Required: organization id. Search credit notes first to avoid duplicates. API summary: Add a digital signature to a credit note.
add_a_digital_signature_to_an_invoiceChanges dataCreate a new invoice for a invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Add a digital signature to an invoice.
add_attachment_to_a_billChanges dataCreate a new document for a invoice. Required: organization id. API summary: Add attachment to a bill.
add_commentChanges dataCreate a new message for a invoice. Required: organization id or description. API summary: Add comment.
add_contact_tax_informationChanges dataCreate a new contact for a contact. Required: organization id. Search contacts first to avoid duplicates. API summary: Add contact tax information.
approve_contactVisible to othersApprove a contact (bank account id). Has effects visible outside this system. API summary: Approve a contact bank account.
approve_credit_noteVisible to othersApprove a credit note (creditnote id). Has effects visible outside this system.
approve_credit_note_approveVisible to othersApprove a credit note. Has effects visible outside this system. API summary: Approve credit notes.
approve_invoiceVisible to othersApprove a invoice (invoice id). Has effects visible outside this system. API summary: Approve an invoice.
approve_invoice_approveVisible to othersApprove a invoice. Has effects visible outside this system. API summary: Approve invoices.
approve_invoice_approve_billVisible to othersApprove a invoice (bill id). Has effects visible outside this system. API summary: Approve a bill.
approve_quoteVisible to othersApprove a quote (estimate id). Has effects visible outside this system. API summary: Approve an estimate.
archive_contactVisible to othersDisable a contact (contactperson id). Has effects visible outside this system. API summary: Disable SMS for a contact person.
archive_contact_disableVisible to othersDisable a contact (contact id). Has effects visible outside this system. API summary: Disable the contact portal.
archive_invoiceVisible to othersDisable a invoice (invoice id). Has effects visible outside this system. API summary: Disable payment reminder.
archive_invoice_disableVisible to othersDisable a invoice (contact id). Has effects visible outside this system. API summary: Disable Payment Reminders.
attach_contactChanges dataAttach a contact. API summary: Assign an Owner to Multiple Contacts.
attach_contact_to_contactChanges dataAttach a contact (contact id). API summary: Assign an Owner to a Contact.
cancel_a_credit_note_e_invoiceDeletesCancel a invoice (creditnote id). Destructive action; may require approval. API summary: Cancel a credit note e-invoice.
cancel_a_scheduled_invoice_emailMoves moneyCancel a invoice (invoice id). Financial or irreversible action; may require approval. API summary: Cancel a scheduled invoice email.
cancel_an_e_invoice_invoiceDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Cancel an e-invoice invoice.
cancel_an_invoiceDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Cancel an invoice.
cancel_an_invoice_e_invoiceDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Cancel an invoice e-invoice.
cancel_credit_noteDeletesCancel a credit note (creditnote id). Destructive action; may require approval. API summary: Cancel an e-invoice credit note.
cancel_credit_note_e_invoicesDeletesCancel a invoice. Destructive action; may require approval. API summary: Cancel credit note e-invoices.
cancel_invoiceDeletesVoid a invoice (invoice id). Destructive action; may require approval. API summary: Void an invoice.
cancel_invoice_cancelDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Mark an invoice e-invoice as cancelled.
cancel_invoice_e_invoicesDeletesCancel a invoice. Destructive action; may require approval. API summary: Cancel invoice e-invoices.
cancel_invoice_mark_bill_voidDeletesVoid a invoice (bill id). Destructive action; may require approval. API summary: Void a bill.
cancel_invoice_mark_credit_note_einvoice_cancelledDeletesCancel a invoice (creditnote id). Destructive action; may require approval. API summary: Mark a credit note e-invoice as cancelled.
cancel_invoice_mark_credit_note_voidDeletesVoid a invoice (creditnote id). Destructive action; may require approval. API summary: Void a Credit Note.
cancel_invoice_voidDeletesVoid a invoice. Destructive action; may require approval. API summary: Mark invoices as void.
cancel_write_offDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Cancel write off.
convert_estimates_to_invoicesChanges dataCreate invoices from one or more accepted estimates (comma-separated estimate_ids).
create_accountVisible to othersCreate a new account. Required: organization id or item master ids. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk mark items as active.
create_account_bulk_mark_chart_of_accounts_activeVisible to othersCreate a new account. Required: organization id or account ids. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk mark accounts as active.
create_account_bulk_mark_chart_of_accounts_inactiveVisible to othersCreate a new account. Required: organization id or account ids. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk mark accounts as inactive.
create_account_bulk_mark_item_masters_inactiveVisible to othersCreate a new account. Required: organization id or item master ids. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk mark items as inactive.
create_account_bulk_mark_item_variants_activeVisible to othersCreate a new account. Required: organization id or variant ids. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk mark item variants as active.
create_account_bulk_mark_item_variants_inactiveVisible to othersCreate a new account. Required: organization id or variant ids. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk mark item variants as inactive.
create_account_mark_chart_of_account_activeChanges dataCreate a new account for a account. Required: organization id. Search accounts first to avoid duplicates. API summary: Mark an account as active.
create_account_mark_chart_of_account_inactiveChanges dataCreate a new account for a account. Required: organization id. Search accounts first to avoid duplicates. API summary: Mark an account as inactive.
create_address_contactChanges dataCreate a new contact for a address. Required: organization id. Search contacts first to avoid duplicates. API summary: Mark an address as billing.
create_address_contact_mark_contact_address_as_shippingChanges dataCreate a new contact for a address. Required: organization id. Search contacts first to avoid duplicates. API summary: Mark an address as shipping.
create_an_accountChanges dataCreate a new account. Required: organization id. Search accounts first to avoid duplicates. API summary: Create an account.
create_an_instant_invoiceChanges dataCreate a new invoice. Required: salesorder id or organization id. Search invoices first to avoid duplicates. API summary: Create an instant invoice.
create_an_itemChanges dataCreate a new product. Required: organization id, item master name, unit or item variants. Search products first to avoid duplicates. API summary: Create an item.
create_an_item_variantChanges dataCreate a new product. Required: organization id, variant name or rate. Search products first to avoid duplicates. API summary: Create an item variant.
create_billChanges dataCreate a vendor bill with vendor_id, bill_number, date, due date and line items (account or item, quantity, rate).
create_contactChanges dataCreate a customer or vendor with contact_name and optional company, email, addresses, contact persons and payment terms. Search first to avoid duplicates.
create_contact_activeChanges dataCreate a new active for a contact. Required: organization id. API summary: Mark as Active.
create_contact_addressChanges dataCreate a new address for a contact. Required: organization id. API summary: Add Additional Address.
create_contact_documentChanges dataCreate a new document for a contact. Required: organization id. API summary: Add an attachment to a contact.
create_contact_inactiveChanges dataCreate a new inactive for a contact. Required: organization id. API summary: Mark as Inactive.
create_contact_invite_contact_person_to_portalVisible to othersCreate a new contact. Required: organization id. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Invite a contact person to the portal.
create_contact_mark_contacts_for_1099_trackingChanges dataCreate a new contact. Required: organization id. Search contacts first to avoid duplicates. API summary: Mark Multiple Contacts for 1099 Tracking.
create_contact_messageChanges dataCreate a new message for a contact. Required: organization id. API summary: Add a comment to a contact.
create_contact_untrack1099Changes dataCreate a new untrack1099 for a contact. Required: organization id. API summary: Untrack 1099.
create_credit_noteChanges dataCreate a credit note for a customer_id with date, creditnote_number and line items; optionally link it to an invoice_id. Set is_draft to keep it as a draft.
create_credit_note_2Changes dataCreate a new credit note. Required: organization id. Search credit notes first to avoid duplicates. API summary: Mark as draft.
create_credit_note_documentChanges dataCreate a new document for a credit note. Required: organization id. API summary: Add attachment to a credit note.
create_credit_note_invoiceChanges dataCreate a new invoice for a credit note. Required: organization id, invoice id or amount applied. Search invoices first to avoid duplicates. API summary: Credit to an invoice.
create_credit_note_mark_credit_note_draftChanges dataCreate a new credit note. Required: organization id. Search credit notes first to avoid duplicates. API summary: Convert Credit Note to Draft.
create_credit_note_messageChanges dataCreate a new message for a credit note. Required: organization id. API summary: Add a comment.
create_credit_note_refundMoves moneyCreate a new refund for a credit note. Required: organization id. Financial or irreversible action; may require approval. API summary: Refund credit note.
create_employeeChanges dataCreate a new employee. Required: organization id, name or email. API summary: Create an employee.
create_estimateChanges dataCreate an estimate (quote) for a customer_id with line items, date and expiry date. It is created as a draft unless send is true, which emails it to the customer.
create_expenseChanges dataRecord an expense with date, expense account, amount and the account it was paid through; optionally link a vendor, customer or project.
create_expense_receiptChanges dataCreate a new receipt for a expense. Required: organization id. API summary: Add receipt to an expense.
create_invoiceChanges dataCreate an invoice for a customer_id with line items (item_id or name, quantity, rate), date and due date. It is created as a draft unless send is true, which emails it to the customer.
create_invoice_bulk_invoice_reminderVisible to othersCreate a new invoice. Required: organization id or invoice ids. Search invoices first to avoid duplicates. Has effects visible outside this system. API summary: Bulk invoice reminder.
create_invoice_create_invoice_asynchronous_online_paymentChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Process an asynchronous online payment for an invoice.
create_invoice_create_invoice_synchronous_online_paymentChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Process a synchronous online payment for an invoice.
create_invoice_creditChanges dataCreate a new credit for a invoice. Required: organization id, invoice payments or apply creditnotes. API summary: Apply credits.
create_invoice_credit_apply_credits_to_billChanges dataCreate a new credit for a invoice. Required: organization id, invoice payments or apply creditnotes. API summary: Apply credits.
create_invoice_documentChanges dataCreate a new document for a invoice. Required: organization id. API summary: Add attachment to an invoice.
create_invoice_force_pay_invoiceMoves moneyCreate a new invoice for a invoice. Required: organization id. Search invoices first to avoid duplicates. Financial or irreversible action; may require approval. API summary: Force pay an invoice.
create_invoice_mail_invoice_pdfChanges dataCreate a new invoice for a invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Email an invoice as PDF.
create_invoice_map_invoice_with_salesorderChanges dataCreate a new invoice. Required: invoice ids or organization id. Search invoices first to avoid duplicates. API summary: Associate invoices with sales order.
create_invoice_mark_bill_openChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Mark a bill as open.
create_invoice_mark_credit_note_einvoice_pushedChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Mark a credit note e-invoice as manually pushed.
create_invoice_mark_credit_note_openChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Convert to Open.
create_invoice_mark_credit_note_ready_to_pushChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Mark a credit note as ready to push.
create_invoice_mark_estimate_sentChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Mark an estimate as sent.
create_invoice_mark_invoice_einvoice_pushedChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Mark an invoice e-invoice as manually pushed.
create_invoice_mark_invoice_ready_to_pushChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Mark an invoice as ready to push.
create_invoice_mark_invoices_sentChanges dataCreate a new invoice. Required: invoice ids or organization id. Search invoices first to avoid duplicates. API summary: Mark invoices as sent.
create_invoice_mark_invoices_shippedChanges dataCreate a new invoice. Required: invoice ids or organization id. Search invoices first to avoid duplicates. API summary: Mark invoices as shipped.
create_invoice_messageChanges dataCreate a new message for a invoice. Required: organization id. API summary: Add comment.
create_invoice_paymentChanges dataCreate a new payment for a invoice. Required: organization id or cc mail ids. Search payments first to avoid duplicates. API summary: Remind Customer.
create_invoice_push_credit_note_einvoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Push a credit note e-invoice.
create_invoice_push_credit_note_refund_einvoiceMoves moneyCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. Financial or irreversible action; may require approval. API summary: Push a credit note refund e-invoice.
create_invoice_push_credit_notes_einvoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Push credit note e-invoices.
create_invoice_push_invoice_einvoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Push an invoice e-invoice.
create_invoice_push_invoices_einvoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Push invoice e-invoices.
create_invoice_recall_credit_note_einvoice_statusChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Recall a credit note e-invoice status.
create_invoice_recall_invoice_einvoice_statusChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Recall an invoice e-invoice status.
create_invoice_schedule_invoice_emailVisible to othersCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. Has effects visible outside this system. API summary: Schedule an invoice email.
create_invoice_unship_invoicesChanges dataCreate a new invoice. Required: invoice ids or organization id. Search invoices first to avoid duplicates. API summary: Mark invoices as unshipped.
create_invoice_write_off_invoiceChanges dataCreate a new invoice for a invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Write off invoice.
create_invoice_write_off_invoicesChanges dataCreate a new invoice. Required: invoice ids or organization id. Search invoices first to avoid duplicates. API summary: Write off invoices.
create_invoices_from_projectsChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Create invoices from projects.
create_itemChanges dataCreate a product or service item with name and rate, and optional SKU, description, tax, sales and purchase accounts.
create_payment_refundMoves moneyCreate a new refund for a payment. Required: organization id, date, amount or from account id. Financial or irreversible action; may require approval. API summary: Refund an excess customer payment.
create_product_activeChanges dataCreate a new active for a product. Required: organization id. API summary: Mark as active.
create_product_active_mark_item_master_as_activeChanges dataCreate a new active for a product. Required: organization id. API summary: Mark an item as active.
create_product_active_mark_item_variant_as_activeChanges dataCreate a new active for a product. Required: organization id. API summary: Mark an item variant as active.
create_product_inactiveChanges dataCreate a new inactive for a product. Required: organization id. API summary: Mark as inactive.
create_product_inactive_mark_item_master_as_inactiveChanges dataCreate a new inactive for a product. Required: organization id. API summary: Mark an item as inactive.
create_product_inactive_mark_item_variant_as_inactiveChanges dataCreate a new inactive for a product. Required: organization id. API summary: Mark an item variant as inactive.
create_product_ungroup_item_variantsChanges dataCreate a new product. Required: organization id. Search products first to avoid duplicates. API summary: Mark item variants as single items.
create_quote_mark_estimate_acceptedChanges dataCreate a new quote. Required: organization id. Search quotes first to avoid duplicates. API summary: Mark an estimate as accepted.
create_quote_mark_estimate_declinedChanges dataCreate a new quote. Required: organization id. Search quotes first to avoid duplicates. API summary: Mark an estimate as declined.
create_quote_messageChanges dataCreate a new message for a quote. Required: organization id. API summary: Add Comments.
delete_a_billDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete a bill.
delete_a_commentDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_a_contact_bank_accountDeletesPermanently delete a contact by bank account id. Destructive action; may require approval. API summary: Delete a contact bank account.
delete_a_contact_cardDeletesPermanently delete a contact by contact id 2. Destructive action; may require approval. API summary: Delete a contact card.
delete_a_contact_tagDeletesPermanently delete a contact by contact id 2. Destructive action; may require approval. API summary: Delete a contact tag.
delete_a_credit_note_e_invoice_statusMoves moneyGet the current status of a invoice by creditnote id. Financial or irreversible action; may require approval. API summary: Delete a credit note e-invoice status.
delete_a_credit_note_sub_statusDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval. API summary: Delete a credit note sub-status.
delete_a_paymentDeletesPermanently delete a payment by bill payment id. Destructive action; may require approval.
delete_a_receiptMoves moneyPermanently delete a receipt by expense id. Financial or irreversible action; may require approval.
delete_a_transactionDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete a transaction.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete an account.
delete_accountsMoves moneyPermanently delete a account. Financial or irreversible action; may require approval. API summary: Bulk delete accounts.
delete_an_attachmentMoves moneyPermanently delete a document by bill id. Financial or irreversible action; may require approval. API summary: Delete an attachment.
delete_an_invoice_e_invoice_statusMoves moneyGet the current status of a invoice by invoice id. Financial or irreversible action; may require approval. API summary: Delete an invoice e-invoice status.
delete_an_invoice_sub_statusDeletesPermanently delete a invoice by invoice id 2. Destructive action; may require approval. API summary: Delete an invoice sub-status.
delete_an_itemDeletesPermanently delete a product by item master id. Destructive action; may require approval. API summary: Delete an item.
delete_an_item_variantDeletesPermanently delete a product by variant id. Destructive action; may require approval. API summary: Delete an item variant.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_contact_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete Additional Address.
delete_contact_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a contact document.
delete_contact_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a contact comment.
delete_contact_tax_informationDeletesPermanently delete a contact by tax info id. Destructive action; may require approval. API summary: Delete contact tax information.
delete_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Delete contacts.
delete_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval.
delete_credit_note_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a credit note document.
delete_credit_note_invoiceDeletesPermanently delete a invoice by creditnote invoice id. Destructive action; may require approval. API summary: Delete invoices credited.
delete_credit_note_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a Comment.
delete_credit_note_refundMoves moneyPermanently delete a refund by creditnote refund id. Financial or irreversible action; may require approval. API summary: Delete credit note refund.
delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete an employee.
delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete an Expense.
delete_expense_receiptsMoves moneyPermanently delete a receipt by expense id. Financial or irreversible action; may require approval. API summary: Delete the expense receipt.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an invoice.
delete_invoice_creditsappliedDeletesPermanently delete a creditsapplied by creditnotes invoice id. Destructive action; may require approval. API summary: Delete applied credit.
delete_invoice_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete Invoice attachment.
delete_invoice_documentsMoves moneyPermanently delete a document by invoice id. Financial or irreversible action; may require approval. API summary: Delete last attached attachment.
delete_invoice_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_invoice_order_lineDeletesPermanently delete a order line by line item id. Destructive action; may require approval. API summary: Delete an invoice line item.
delete_invoice_paymentDeletesPermanently delete a payment by invoice payment id. Destructive action; may require approval.
delete_invoicesMoves moneyPermanently delete a invoice. Financial or irreversible action; may require approval. API summary: Delete invoices.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval.
delete_payment_refundMoves moneyPermanently delete a refund by refund id. Financial or irreversible action; may require approval.
delete_paymentsMoves moneyPermanently delete a payment. Financial or irreversible action; may require approval. API summary: Bulk delete Customer payments.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete an item.
delete_productsMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Bulk delete item variants.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete an Estimate.
delete_quote_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
download_invoice_pdfDownload the pdf document for a invoice. API summary: Bulk export Invoices.
download_quote_pdfDownload the pdf document for a quote. API summary: Bulk export estimates.
email_estimateVisible to othersEmail an estimate to the given addresses (to_mail_ids, optional cc, subject and body). The email goes out immediately and cannot be recalled.
email_invoiceVisible to othersEmail an invoice to the given addresses (to_mail_ids, optional cc, subject and body) and mark it sent. The email goes out immediately and cannot be recalled.
fetch_a_credit_note_e_invoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Fetch a credit note e-invoice.
fetch_an_invoice_e_invoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Fetch an invoice e-invoice.
get_a_bill_attachmentList documents for a invoice. Optional filters: organization id or preview. API summary: Get a bill attachment.
get_a_contact_bank_accountGet one contact for a contact by bank account id. API summary: Get a contact bank account.
get_a_contact_by_referenceGet one invoice by invoice id. API summary: Get a contact by reference.
get_a_contact_cardGet one contact for a contact by contact id 2. API summary: Get a contact card.
get_a_contact_person_of_a_contactGet one contact for a contact by contact id 2. API summary: Get a contact person of a contact.
get_a_contact_statementList contacts for a contact. Optional filters: organization id. API summary: Get a contact statement.
get_a_credit_note_e_invoiceList credit notes for a credit note. Optional filters: organization id. API summary: Get a credit note e-invoice.
get_accountGet one account by account id. API summary: Get an account.
get_addressGet one address. API summary: Verify a Contact Address.
get_an_invoice_by_referenceGet one invoice by invoice id. API summary: Get an invoice by reference.
get_an_invoice_e_invoiceList invoices for a invoice. Optional filters: organization id. API summary: Get an invoice e-invoice.
get_billGet one vendor bill by ID (pass the bill ID as invoice_id) with line items, totals, balance and status.
get_bulk_contact_sms_contentList contacts. Optional filters: organization id. API summary: Get bulk contact SMS content.
get_client_review_email_contentVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Get client review email content.
get_contactGet one contact (customer or vendor) by ID with addresses, contact persons, currency and outstanding balances.
get_contact_card_countList contacts. Optional filters: organization id. API summary: Get contact card count.
get_contact_documentGet one document for a contact by document id. API summary: Get a contact document.
get_contact_income_and_expenseList contacts for a contact. Optional filters: organization id. API summary: Get contact income and expense.
get_contact_inventory_summaryList contacts for a contact. Optional filters: organization id. API summary: Get contact inventory summary.
get_contact_opening_balancesList contacts for a contact. Optional filters: organization id. API summary: Get contact opening balances.
get_contact_profit_and_lossList contacts for a contact. Optional filters: organization id. API summary: Get contact profit and loss.
get_contact_sms_contentList contacts for a contact. Optional filters: organization id. API summary: Get contact SMS content.
get_credit_noteGet one credit note by credit note id. API summary: Get a credit note.
get_credit_note_documentGet one document for a credit note by document id. API summary: Retrieve a credit note document.
get_credit_note_email_contentList credit notes for a credit note. Optional filters: organization id. API summary: Get credit note email content.
get_credit_note_refundGet one refund for a credit note by creditnote refund id. API summary: Get credit note refund.
get_delivery_notes_for_invoicesList invoices. Optional filters: organization id, invoice ids, print, accept or no of copies. API summary: Get delivery notes for invoices.
get_employeeGet one employee by employee id. API summary: Get an employee.
get_estimateGet one estimate by ID (pass it as quote_id) with line items, totals, status and expiry date.
get_expenseGet one expense by expense id. API summary: Get an Expense.
get_invoiceGet one invoice by ID with line items, totals, balance due, status and payments.
get_invoice_advanced_tracking_detailsList invoices for a invoice. Optional filters: organization id. API summary: Get invoice advanced tracking details.
get_invoice_custom_fieldsList invoices for a invoice. Optional filters: organization id. API summary: Get invoice custom fields.
get_invoice_dashboardList invoices. Optional filters: invoice agent or organization id. API summary: Get invoice dashboard.
get_invoice_documentGet one document for a invoice by document id. API summary: Retrieve Invoice Document.
get_invoice_email_contentVisible to othersEmail a invoice (invoice id). Has effects visible outside this system. API summary: Get invoice email content.
get_invoice_metadataGet one invoice for a invoice by invoice name. API summary: Get invoice metadata.
get_invoice_online_payment_qr_codeList invoices. Optional filters: organization id. API summary: Get invoice online payment QR code.
get_invoice_online_payment_qr_statusGet the current status of a invoice by invoice id. API summary: Get invoice online payment QR status.
get_invoice_qr_codeList invoices for a invoice. Optional filters: organization id. API summary: Get invoice QR code.
get_invoice_signature_templateList invoices. Optional filters: organization id. API summary: Get invoice signature template.
get_invoice_sms_contentList invoices for a invoice. Optional filters: organization id. API summary: Get invoice SMS content.
get_invoice_statusChanges dataGet the current status of a invoice by invoice id. API summary: Update an invoice CFDI status.
get_packing_slips_for_invoicesList invoices. Optional filters: organization id, invoice ids, print, accept or no of copies. API summary: Get packing slips for invoices.
get_paymentGet one payment by payment id. API summary: Retrieve a payment.
get_payment_method_email_contentVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Get payment method email content.
get_payment_refundGet one refund for a payment by refund id. API summary: Details of a refund.
get_productGet one product by product id. API summary: Get an item.
get_refundGet one refund by refund id. API summary: Get a credit note refund.
get_track1099_statusChanges dataGet the current status of a track1099 by contact id. API summary: Track 1099.
get_unused_credits_of_a_contactList contacts. Optional filters: organization id. API summary: Get unused credits of a contact.
get_unused_retainer_paymentsList payments. Optional filters: organization id or currency id. API summary: Get Unused Retainer Payments.
get_vendor_statement_email_contentVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Get vendor statement email content.
list_addressesList addresses. Optional filters: organization id. API summary: List contact addresses.
list_all_contact_bank_accountsList invoices. Optional filters: organization id. API summary: List all contact bank accounts.
list_all_contact_personsList contacts. Optional filters: organization id. API summary: List all contact persons.
list_bill_comments_historyList messages for a invoice. Optional filters: organization id. API summary: List bill comments & history.
list_bill_paymentsList payments for a invoice. Optional filters: organization id. API summary: List bill payments.
list_billsSearch vendor bills by vendor, bill number, status, due date or free text. Results are paginated.
list_card_contactsList contacts for a card. Optional filters: organization id. API summary: List Auto-bill Recurring Invoices for a Contact Card.
list_chart_of_accountsList chart of accounts entries with account names, codes, types and IDs, optionally with balances (showbalance). Use it to find account IDs for bills, expenses and items.
list_contact_addressesList addresses for a contact. Optional filters: organization id. API summary: Get Contact Addresses.
list_contact_cardsList contacts for a contact. Optional filters: organization id. API summary: List contact cards.
list_contact_messagesList messages for a contact. Optional filters: organization id. Results are paginated. API summary: List Comments.
list_contact_refundsList refunds for a contact. Optional filters: organization id. Results are paginated. API summary: List credit note refunds for a contact.
list_contact_tax_informationList contacts for a contact. Optional filters: organization id. API summary: List contact tax information.
list_contactsSearch customers and vendors by name, company, email, phone or free text; filter by contact_type (customer or vendor). Results are paginated.
list_contacts_2List contacts for a contact. Optional filters: organization id. API summary: List contact bank accounts.
list_credit_note_comments_historyList messages for a credit note. Optional filters: organization id. API summary: List credit note comments & history.
list_credit_note_e_invoicesList invoices. Optional filters: organization id. API summary: List credit note e-invoices.
list_credit_note_invoicesList invoices for a credit note. Optional filters: organization id. API summary: List invoices credited.
list_credit_note_messagesList messages for a credit note. Optional filters: organization id. API summary: Email history.
list_credit_note_refundsList refunds for a credit note. Optional filters: organization id. Results are paginated. API summary: List refunds of a credit note.
list_credit_note_templateList invoices. Optional filters: organization id. API summary: List credit note template.
list_credit_notesSearch credit notes by customer, number, status, item or date. Results are paginated.
list_credit_notes_2List credit notes for a credit note. Optional filters: organization id. API summary: Get credit note custom fields.
list_customer_paymentsSearch received customer payments by customer, payment mode, reference number, date or free text. Results are paginated.
list_employeesList employees. Optional filters: organization id. Results are paginated.
list_estimate_templateList invoices. Optional filters: organization id. API summary: List estimate template.
list_estimatesSearch estimates (quotes) by customer, estimate number, status, expiry date or free text. Results are paginated.
list_expense_messagesList messages for a expense. Optional filters: organization id. API summary: List expense History & Comments.
list_expense_receiptsList receipts for a expense. Optional filters: organization id or preview. API summary: Get an expense receipt.
list_expensesSearch recorded expenses by vendor, customer, account, status, amount, date or free text. Results are paginated.
list_invoice_creditsappliedsList creditsapplieds for a invoice. Optional filters: organization id. API summary: List credits applied.
list_invoice_documentsList documents for a invoice. Optional filters: organization id or preview. API summary: Get last attached attachment.
list_invoice_e_invoicesList invoices. Optional filters: organization id. API summary: List invoice e-invoices.
list_invoice_messagesList messages for a invoice. Optional filters: organization id. API summary: List invoice comments & history.
list_invoice_paymentsList the payments recorded against one invoice by invoice ID.
list_invoice_payments_2List payments for a invoice. Optional filters: organization id. API summary: Get payment reminder mail content.
list_invoice_templatesList invoices. Optional filters: organization id. API summary: List invoice templates.
list_invoicesSearch invoices by customer, invoice number, status (draft, sent, overdue, paid, void, unpaid, partially_paid), free text or date and due-date ranges. Results are paginated.
list_invoices_2List invoices. Optional filters: organization id or invoice ids. API summary: Bulk print invoices.
list_invoices_bulk_print_estimatesList invoices. Optional filters: organization id or estimate ids. API summary: Bulk print estimates.
list_invoices_convert_purchase_order_to_billList invoices. Optional filters: organization id or purchaseorder ids. API summary: Convert PO to Bill.
list_invoices_get_credit_note_signature_templateList invoices. Optional filters: organization id. API summary: Get the digital signature template of a credit note.
list_invoices_print_credit_notesList invoices. Optional filters: creditnote ids or organization id. API summary: Print credit notes.
list_invoices_print_invoice_delivery_noteList invoices. Optional filters: organization id. API summary: Print invoice delivery note.
list_invoices_print_invoice_packing_slipList invoices. Optional filters: organization id. API summary: Print invoice packing slip.
list_item_variantsSearch products by organization id, search text, filter by, sort column, sort order or status. Use this to find existing products before creating a new product. Results are paginated. API summary: List item variants.
list_itemsSearch products and services (items) by name, SKU, description, rate or free text, with their sales rate and tax. Results are paginated.
list_items_2Search products by organization id, search text, filter by, sort column, sort order or item master name. Use this to find existing products before creating a new product. Results are paginated. API summary: List items.
list_of_transactions_for_an_accountSearch accounts by organization id, account id, date, date start, date end or date before. Use this to find existing accounts before creating a new account. Results are paginated. API summary: List of transactions for an account.
list_payment_refundsList refunds for a payment. Optional filters: organization id. Results are paginated. API summary: List refunds of a customer payment.
list_payment_refunds_of_a_contactList contacts for a contact. Optional filters: organization id. API summary: List payment refunds of a contact.
list_paymentsList payments. Optional filters: organization id, transaction id, transaction type, link type or expiry time. API summary: Generate payment link.
list_productsList products. Optional filters: item ids or organization id. API summary: Bulk fetch item details.
list_quote_messagesList messages for a quote. Optional filters: organization id. API summary: List estimate comments & history.
list_refundsList refunds. Optional filters: organization id, customer id or sort column. Results are paginated. API summary: List credit note refunds.
mark_invoice_sentChanges dataMark a draft invoice as sent without emailing it, for example when it was delivered by other means.
merge_contactsVisible to othersMerge a contact (contact id). Has effects visible outside this system. API summary: Merge contacts.
move_an_item_variantChanges dataUpdate an existing product identified by variant id. API summary: Move an item variant.
record_customer_paymentChanges dataRecord a payment received from a customer_id with date, amount and payment_mode, applied to invoices (invoices list of invoice_id and amount_applied; also pass invoice_id and amount_applied for the first invoice). This reduces the invoices' balance due.
reject_contactVisible to othersDecline a contact (bank account id). Has effects visible outside this system. API summary: Decline a contact bank account.
reject_credit_noteVisible to othersReject a credit note (creditnote id). Has effects visible outside this system.
reject_invoiceVisible to othersReject a invoice (invoice id). Has effects visible outside this system. API summary: Reject an invoice.
restore_contactChanges dataEnable a contact (contact id). API summary: Enable Portal Access.
restore_contact_enableVisible to othersEnable a contact (contactperson id). Has effects visible outside this system. API summary: Enable SMS for a contact person.
restore_documentChanges dataRestore a document. API summary: Restore contact documents.
restore_invoiceChanges dataEnable a invoice (invoice id). API summary: Enable payment reminder.
restore_invoice_enableChanges dataEnable a invoice (contact id). API summary: Enable Payment Reminders.
retrieve_an_itemGet one product by item master id. API summary: Retrieve an item.
retrieve_an_item_variantGet one product by variant id. API summary: Retrieve an item variant.
send_a_client_review_emailVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Send a client review email.
send_a_payment_method_request_emailVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Send a payment method request email.
send_a_vendor_statement_emailVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Send a vendor statement email.
send_an_invoice_via_snail_mailVisible to othersSend a invoice (invoice id). Has effects visible outside this system. API summary: Send an invoice via snail mail.
send_contactVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Get contact email content.
send_contact_emailVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Email Contact.
send_credit_noteVisible to othersEmail a credit note (creditnote id). Has effects visible outside this system. API summary: Get email content.
send_credit_note_emailVisible to othersEmail a credit note (creditnote id). Has effects visible outside this system.
send_invoiceVisible to othersEmail a invoice. Has effects visible outside this system. API summary: Email multiple invoices.
send_invoice_by_smsVisible to othersSend a invoice (invoice id). Has effects visible outside this system. API summary: Send invoice by SMS.
send_invoice_dunning_notificationsVisible to othersSend a invoice (invoice id). Has effects visible outside this system. API summary: Send invoice dunning notifications.
send_invoice_send_invoice_retry_smsVisible to othersSend a invoice (invoice id). Has effects visible outside this system. API summary: Resend invoice payment SMS.
send_quoteVisible to othersEmail a quote (estimate id). Has effects visible outside this system. API summary: Get estimate email content.
send_quote_email_multiple_estimatesVisible to othersEmail a quote. Has effects visible outside this system. API summary: Email multiple estimates.
send_sms_to_a_contactVisible to othersSend a contact (contact id). Has effects visible outside this system. API summary: Send SMS to a contact.
send_sms_to_contactsVisible to othersSend a contact. Has effects visible outside this system. API summary: Send SMS to contacts.
send_statementVisible to othersEmail a statement (contact id). Has effects visible outside this system. API summary: Get Statement Mail Content.
send_statement_emailVisible to othersEmail a statement (contact id). Has effects visible outside this system. API summary: Email Statement.
submit_addressVisible to othersVerify a address (address id). Has effects visible outside this system. API summary: Verify a contact address.
submit_contactVisible to othersVerify a contact (bank account id). Has effects visible outside this system. API summary: Verify a Contact Bank Account.
submit_contact_resendVisible to othersResend a contact (contactperson id). Has effects visible outside this system. API summary: Resend a portal invite.
submit_credit_noteVisible to othersSubmit a credit note (creditnote id). Has effects visible outside this system. API summary: Submit a credit note for approval.
submit_credit_note_submitVisible to othersSubmit a credit note. Has effects visible outside this system. API summary: Submit credit notes for approval.
submit_invoiceVisible to othersSubmit a invoice (invoice id). Has effects visible outside this system. API summary: Submit an invoice for approval.
submit_invoice_finalize_credit_note_approvalVisible to othersSubmit a invoice (creditnote id). Has effects visible outside this system. API summary: Finalize approval of a credit note.
submit_invoice_finalize_invoice_approvalVisible to othersSubmit a invoice (invoice id). Has effects visible outside this system. API summary: Finalize approval of an invoice.
submit_invoice_previewVisible to othersPreview a invoice. Has effects visible outside this system. API summary: Preview invoice with coupons.
submit_invoice_submitVisible to othersSubmit a invoice. Has effects visible outside this system. API summary: Submit invoices for approval.
submit_invoice_submit_billVisible to othersSubmit a invoice (bill id). Has effects visible outside this system. API summary: Submit a bill for approval.
submit_invoice_verifyVisible to othersVerify a invoice (contact id). Has effects visible outside this system. API summary: Verify contact e-invoice details.
submit_quoteVisible to othersSubmit a quote (estimate id). Has effects visible outside this system. API summary: Submit an estimate for approval.
update_a_billChanges dataUpdate an existing invoice identified by invoice id. API summary: Update a bill.
update_a_contact_bank_accountChanges dataUpdate an existing contact identified by bank account id. API summary: Update a contact bank account.
update_a_contact_cardChanges dataUpdate an existing contact identified by contact id 2. API summary: Update a contact card.
update_a_credit_note_cfdi_statusChanges dataGet the current status of a invoice by creditnote id. API summary: Update a credit note CFDI status.
update_a_credit_note_templateChanges dataUpdate an existing credit note identified by credit note id. API summary: Update a credit note template.
update_accountChanges dataUpdate an existing account identified by account id. API summary: Update an account.
update_addressesVisible to othersUpdate an existing address identified by invoice id. Has effects visible outside this system. API summary: Update billing address.
update_an_invoice_e_invoice_payment_statusVisible to othersUpdate an existing invoice identified by invoice id. Has effects visible outside this system. API summary: Update an invoice e-invoice payment status.
update_an_itemChanges dataUpdate an existing product identified by item master id. API summary: Update an item.
update_an_item_variantChanges dataUpdate an existing product identified by variant id. API summary: Update an item variant.
update_contactChanges dataUpdate a customer or vendor by ID, such as name, email, addresses, contact persons or payment terms.
update_contact_addressChanges dataUpdate an existing address identified by address id. API summary: Edit Additional Address.
update_contact_documentChanges dataUpdate an existing document identified by document id. API summary: Update a contact document.
update_contact_tagsVisible to othersUpdate an existing contact identified by contact id. Has effects visible outside this system. API summary: Update contact tags.
update_contact_tax_informationChanges dataUpdate an existing contact identified by tax info id. API summary: Update contact tax information.
update_contact_trn_statusChanges dataCreate a new contact for a contact. Required: organization id. Search contacts first to avoid duplicates. API summary: Update contact TRN status.
update_contactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update a contact using a custom field's unique value.
update_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Update a credit note.
update_credit_note_apply_credit_note_substatusChanges dataUpdate an existing credit note identified by credit note id. API summary: Apply a sub-status to a credit note.
update_credit_note_custom_fieldsChanges dataCreate a new credit note for a credit note. Required: organization id. Search credit notes first to avoid duplicates. API summary: Update credit note custom fields.
update_credit_note_documentChanges dataUpdate an existing document identified by document id. API summary: Update a credit note document.
update_credit_note_refundMoves moneyUpdate an existing refund identified by creditnote refund id. Financial or irreversible action; may require approval. API summary: Update credit note refund.
update_credit_notesVisible to othersUpdate an existing credit note. Has effects visible outside this system. API summary: Update a credit note using a custom field's unique value.
update_custom_field_in_existing_billsVisible to othersUpdate an existing invoice identified by bill id. Has effects visible outside this system. API summary: Update custom field in existing bills.
update_custom_field_in_existing_estimatesVisible to othersUpdate an existing quote identified by estimate id. Has effects visible outside this system. API summary: Update custom field in existing estimates.
update_custom_field_in_existing_invoicesVisible to othersUpdate an existing invoice identified by invoice id. Has effects visible outside this system. API summary: Update custom field in existing invoices.
update_custom_field_in_existing_itemsVisible to othersUpdate an existing product identified by item id. Has effects visible outside this system. API summary: Update custom field in existing items.
update_estimate_templateChanges dataUpdate an existing quote identified by quote id. API summary: Update estimate template.
update_expenseChanges dataUpdate an existing expense identified by expense id. API summary: Update an Expense.
update_expensesVisible to othersUpdate an existing expense. Has effects visible outside this system. API summary: Update an expense using a custom field's unique value.
update_invoiceChanges dataUpdate an invoice by ID, such as line items, dates, terms or notes.
update_invoice_advanced_tracking_detailsVisible to othersUpdate an existing invoice identified by invoice id. Has effects visible outside this system. API summary: Update invoice advanced tracking details.
update_invoice_apply_invoice_substatusChanges dataUpdate an existing invoice identified by invoice id 2. API summary: Apply a sub-status to an invoice.
update_invoice_apply_pricebook_to_invoiceChanges dataUpdate an existing invoice identified by invoice id 2. API summary: Apply a price book to an invoice.
update_invoice_documentChanges dataUpdate an existing document identified by document id. API summary: Add a document to an invoice.
update_invoice_documentsVisible to othersUpdate an existing document identified by invoice id. Has effects visible outside this system. API summary: Update attachment preference.
update_invoice_messageChanges dataUpdate an existing message identified by message id. API summary: Update comment.
update_invoice_metadataChanges dataUpdate an existing invoice identified by invoice name. API summary: Update invoice metadata.
update_invoice_templateChanges dataUpdate an existing invoice identified by invoice id 2. API summary: Update invoice template.
update_invoicesVisible to othersUpdate an existing invoice. Has effects visible outside this system. API summary: Update an invoice using a custom field's unique value.
update_invoices_update_bill_using_custom_fieldVisible to othersUpdate an existing invoice. Has effects visible outside this system. API summary: Update a bill using a custom field's unique value.
update_ordersVisible to othersUpdate an existing order. Has effects visible outside this system. API summary: Unmap invoices from sales orders.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a payment.
update_payment_customfieldsVisible to othersUpdate an existing customfield identified by customer payment id. Has effects visible outside this system. API summary: Update custom field in existing customerpayments.
update_payment_refundMoves moneyUpdate an existing refund identified by refund id. Financial or irreversible action; may require approval. API summary: Update a refund.
update_paymentsVisible to othersUpdate an existing payment. Has effects visible outside this system. API summary: Update a payment using a custom field's unique value.
update_productChanges dataUpdate an existing product identified by product id. API summary: Update an item.
update_productsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Update an item using a custom field's unique value.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Update an Estimate.
update_quote_messageChanges dataUpdate an existing message identified by message id. API summary: Update comment.
update_quotesVisible to othersUpdate an existing quote. Has effects visible outside this system. API summary: update an Estimate using a custom field's unique value.
update_shipping_addressVisible to othersUpdate an existing address identified by invoice id. Has effects visible outside this system. API summary: Update shipping address.
upload_a_signed_credit_noteChanges dataUpload a invoice (creditnote id). API summary: Upload a signed credit note.
upload_documentChanges dataUpload a document (document id). API summary: Upload an invoice document file.
upload_invoiceChanges dataUpload a invoice (invoice id). API summary: Upload a signed invoice.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Zoho Books from the app list.
2
Paste your key
Paste four values: your Zoho domain ending (com, eu, in, com.au, jp, ca or sa), a Client ID, a Client secret and your Zoho Books Organization ID. Go to api-console.zoho.com on your Zoho data center, click Add Client › Server-based Applications, enter any name and homepage, and set the Authorized Redirect URI to https://heymyapps.com/oauth/callback. Then connect with your Zoho login.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Zoho Books?

The AI can read invoices, estimates, credit notes, customer payments, bills, expenses, contacts, items and the chart of accounts. It can create and update invoices and contacts, create estimates, credit notes, bills, expenses and items, record customer payments, convert estimates to invoices and email invoices and estimates, if you switch those tools on.

Does the AI see my Zoho Books credentials?

No. Your Client ID, Client secret and the access HeyMyApps gets from your Zoho login are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Emailing an invoice or estimate goes out right away and cannot be recalled, and recording a payment changes what the customer owes. These actions can require your approval before they run, and every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Zoho Books connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Zoho Books account.

Why do I need to create a client in the Zoho API console?

Zoho Books uses OAuth, so HeyMyApps needs a Client ID and Client secret from a server-based application that you create in your own Zoho account. You set its redirect URI to https://heymyapps.com/oauth/callback, paste the values into HeyMyApps and log in with Zoho to approve access. Pick the domain ending that matches your Zoho data center, for example eu or com.