# Zoho Books integration > Cloud accounting platform for invoices, bills, expenses, banking, payments, projects, and financial reporting. - Authentication: oauth2 ## Tools (217) - **Activate Bank Account**: Reactivate a deactivated bank account - **Activate Project**: Mark a project as active - **Add Expense Receipt**: Attach a receipt image or PDF to an expense - **Add Project Task**: Add a task to a project - **Apply Credit Note to Invoices**: Apply a credit note's balance to one or more invoices - **Apply Credits to Bill**: Apply vendor credits or excess vendor payments to a bill - **Apply Credits to Invoice**: Apply credit notes or excess customer payments to an invoice - **Apply Vendor Credit to Bills**: Apply a vendor credit's balance to bills - **Assign Users to Project**: Assign organization users to a project - **Cancel Invoice Write-Off**: Undo a bad-debt write-off on an invoice - **Cancel Purchase Order**: Cancel a purchase order - **Categorize Bank Transaction**: Categorize an uncategorized bank statement line to an account - **Convert Credit Note to Open**: Convert a voided/draft credit note to open - **Convert Vendor Credit to Open**: Convert a draft/void vendor credit to open - **Create Account**: Create an account in the chart of accounts - **Create Bank Account**: Add a bank or credit card account to Banking - **Create Bank Rule**: Create an auto-categorization rule for bank feeds - **Create Bank Transaction**: Record a manual bank transaction (deposit, withdrawal, transfer) - **Create Base Currency Adjustment**: Revalue foreign-currency balances at a new exchange rate - **Create Bill**: Create a vendor bill (accounts payable) - **Create Contact**: Create a customer or vendor contact - **Create Contact Person**: Add a contact person to an existing contact - **Create Credit Note**: Create a credit note for a customer - **Create Currency**: Add a currency to the organization - **Create Customer Payment**: Record a customer payment and apply it to invoices - **Create Estimate**: Create an estimate (quote) for a customer - **Create Exchange Rate**: Set an exchange rate for a currency on a date - **Create Expense**: Record a business expense - **Create Invoice**: Create an invoice for a customer - **Create Item**: Create a product or service item - **Create Journal**: Create a manual journal entry - **Create Opening Balance**: Set opening balances when migrating to Zoho Books - **Create Project**: Create a project for time and expense tracking - **Create Purchase Order**: Create a purchase order for a vendor - **Create Recurring Bill**: Create a recurring bill profile - **Create Recurring Expense**: Create a recurring expense profile - **Create Recurring Invoice**: Create a recurring invoice profile that auto-generates invoices - **Create Sales Order**: Create a sales order for a customer - **Create Tax**: Create a tax rate - **Create Vendor Credit**: Create a vendor credit (debit note) - **Create Vendor Payment**: Record a payment made to a vendor and apply it to bills - **Deactivate Bank Account**: Deactivate a bank account - **Delete Account**: Delete a chart-of-accounts account with no transactions - **Delete Bank Account**: Delete a bank account with no transactions - **Delete Bank Rule**: Delete a bank rule - **Delete Bank Transaction**: Delete a bank transaction - **Delete Bill**: Delete a bill - **Delete Bill Payment**: Remove a payment applied to a bill - **Delete Contact**: Delete a contact that has no associated transactions - **Delete Contact Person**: Delete a contact person - **Delete Credit Applied to Invoice**: Remove a credit applied to an invoice - **Delete Credit Note**: Delete a credit note - **Delete Customer Payment**: Delete a customer payment record - **Delete Estimate**: Delete an estimate - **Delete Expense**: Delete an expense - **Delete Invoice**: Delete an invoice with no payments applied - **Delete Invoice Payment**: Remove a payment applied to an invoice - **Delete Item**: Delete an item not used in any transaction - **Delete Journal**: Delete a journal entry - **Delete Project**: Delete a project - **Delete Project Task**: Delete a task from a project - **Delete Purchase Order**: Delete a purchase order - **Delete Recurring Bill**: Delete a recurring bill profile - **Delete Recurring Expense**: Delete a recurring expense profile - **Delete Recurring Invoice**: Delete a recurring invoice profile - **Delete Sales Order**: Delete a sales order - **Delete Time Entry**: Delete a logged time entry - **Delete Vendor Credit**: Delete a vendor credit - **Delete Vendor Payment**: Delete a vendor payment record - **Disable Invoice Payment Reminder**: Stop automated reminders for one invoice - **Disable Payment Reminders for Contact**: Turn off automated payment reminders for a contact - **Email Contact**: Send an email to a contact from Zoho Books - **Email Credit Note**: Email a credit note PDF to the customer - **Email Estimate**: Email an estimate PDF to the customer - **Email Invoice**: Email an invoice PDF to the customer - **Email Multiple Invoices**: Email up to 10 invoices to their customers in one call - **Email Purchase Order**: Email a purchase order PDF to the vendor - **Email Sales Order**: Email a sales order PDF to the customer - **Email Statement to Contact**: Email a customer statement for a date range to the contact - **Enable Invoice Payment Reminder**: Enable automated reminders for one invoice - **Enable Payment Reminders for Contact**: Turn on automated payment reminders for a contact - **Get Account**: Get details of one chart-of-accounts account - **Get Bank Account**: Get details and balance of one bank account - **Get Bank Rule**: Get details of one bank rule - **Get Bank Transaction**: Get details of one bank transaction - **Get Bill**: Get full details of a bill - **Get Contact**: Get full details of a contact including balances, addresses, and contact persons - **Get Contact Person**: Get details of one contact person - **Get Contact Unused Credits**: Get a contact's unused credit notes and excess payments available to apply - **Get Credit Note**: Get full details of a credit note - **Get Currency**: Get details of one configured currency - **Get Current User**: Get the authenticated user's profile and role - **Get Customer Payment**: Get details of a customer payment including applied invoices - **Get Estimate**: Get full details of an estimate - **Get Expense**: Get details of an expense - **Get Invoice**: Get full details of an invoice - **Get Item**: Get details of an item - **Get Journal**: Get details of a journal entry - **Get Last Imported Bank Statement**: Get details of the most recently imported bank statement - **Get Matching Transactions**: List possible Zoho Books matches for an uncategorized bank statement line - **Get Opening Balance**: Get the organization's opening balance entries - **Get Organization**: Get full details of one organization including address, fiscal year, and enabled features - **Get Project**: Get details of a project including tasks and users - **Get Purchase Order**: Get full details of a purchase order - **Get Recurring Bill**: Get details of a recurring bill profile - **Get Recurring Expense**: Get details of a recurring expense profile - **Get Recurring Invoice**: Get details of a recurring invoice profile - **Get Running Timer**: Get the authenticated user's currently running timer - **Get Sales Order**: Get full details of a sales order - **Get Tax**: Get details of one tax rate - **Get Time Entry**: Get details of a time entry - **Get User**: Get details of one organization user - **Get Vendor Credit**: Get full details of a vendor credit - **Get Vendor Payment**: Get details of a vendor payment including paid bills - **Inactivate Project**: Mark a project as inactive - **List Account Transactions**: List ledger transactions recorded in one account - **List Bank Accounts**: List bank and credit card accounts with balances - **List Bank Rules**: List auto-categorization rules for a bank account - **List Bank Transactions**: List bank transactions for an account, including uncategorized ones - **List Base Currency Adjustments**: List base currency adjustments - **List Bill Payments**: List payments made against a bill - **List Bills**: List vendor bills with status filtering and search - **List Bills Credited by Vendor Credit**: List bills a vendor credit has been applied to - **List Chart of Accounts**: List all accounts in the chart of accounts - **List Contact Persons**: List all contact persons of a contact - **List Contacts**: List customers and vendors with filtering, search, and sorting - **List Contact Unpaid Invoices**: List outstanding (unpaid) invoices for a contact - **List Credit Notes**: List credit notes with status filtering and search - **List Credits Applied to Invoice**: List credit notes applied to an invoice - **List Currencies**: List currencies configured for the organization - **List Customer Payments**: List received customer payments with filtering and search - **List Estimates**: List estimates with status filtering and search - **List Exchange Rates**: List exchange rates configured for a currency - **List Expenses**: List expenses with status filtering and search - **List Expenses from Recurring Expense**: List child expenses created by a recurring expense profile - **List Invoice Payments**: List payments recorded against an invoice - **List Invoices**: List invoices with status filtering, search, and sorting - **List Invoices Credited by Credit Note**: List invoices a credit note has been applied to - **List Invoices from Recurring Invoice**: List invoices generated by a recurring invoice profile - **List Items**: List items with filtering and search - **List Journals**: List manual journal entries - **List Organizations**: List all Zoho Books organizations the user has access to; source of organization_id for all other calls - **List Projects**: List projects with status filtering - **List Project Tasks**: List tasks in a project - **List Purchase Orders**: List purchase orders with status filtering and search - **List Recurring Bills**: List recurring bill profiles - **List Recurring Expenses**: List recurring expense profiles - **List Recurring Invoices**: List recurring invoice profiles - **List Sales Orders**: List sales orders with status filtering and search - **List Taxes**: List tax rates configured for the organization - **List Time Entries**: List logged time entries with filtering - **List Users**: List users in the organization - **List Vendor Credits**: List vendor credits with filtering and search - **List Vendor Payments**: List payments made to vendors - **Log Time Entry**: Log time against a project task - **Mark Account as Active**: Reactivate a chart-of-accounts account - **Mark Account as Inactive**: Deactivate a chart-of-accounts account - **Mark Bill as Open**: Mark a voided/draft bill as open - **Mark Contact as Active**: Reactivate an inactive contact - **Mark Contact as Inactive**: Deactivate a contact without deleting its history - **Mark Contact Person as Primary**: Set a contact person as the primary contact - **Mark Estimate as Accepted**: Mark an estimate as accepted by the customer - **Mark Estimate as Declined**: Mark an estimate as declined by the customer - **Mark Estimate as Sent**: Change an estimate's status from draft to sent - **Mark Invoice as Draft**: Revert a sent/void invoice back to draft status - **Mark Invoice as Sent**: Change an invoice's status from draft to sent - **Mark Item as Active**: Reactivate an inactive item - **Mark Item as Inactive**: Deactivate an item - **Mark Purchase Order as Billed**: Mark a purchase order as billed - **Mark Purchase Order as Open**: Issue a draft purchase order (mark as open) - **Mark Sales Order as Open**: Confirm a draft sales order (mark as open) - **Mark Sales Order as Void**: Void a sales order - **Match Bank Transaction**: Match an uncategorized bank statement line to existing transactions - **Publish Journal**: Mark a draft journal as published - **Refund Credit Note**: Record a cash refund of a credit note balance - **Refund Excess Customer Payment**: Refund the unapplied (excess) portion of a customer payment - **Refund Excess Vendor Payment**: Record a refund of the unapplied portion of a vendor payment - **Refund Vendor Credit**: Record a cash refund of a vendor credit balance - **Resume Recurring Bill**: Resume a stopped recurring bill profile - **Resume Recurring Expense**: Resume a stopped recurring expense profile - **Resume Recurring Invoice**: Resume a stopped recurring invoice profile - **Reverse Journal**: Create a reversing entry for a journal - **Send Invoice Payment Reminder**: Email a payment reminder for an overdue invoice - **Start Timer**: Start a running timer on a time entry - **Stop Recurring Bill**: Pause a recurring bill profile - **Stop Recurring Expense**: Pause a recurring expense profile - **Stop Recurring Invoice**: Pause a recurring invoice profile - **Stop Timer**: Stop the currently running timer - **Update Account**: Update a chart-of-accounts account - **Update Bank Account**: Update a bank account's details - **Update Bank Rule**: Update a bank rule - **Update Bank Transaction**: Update a manually created bank transaction - **Update Bill**: Update an existing bill - **Update Contact**: Update fields on an existing contact - **Update Contact Person**: Update an existing contact person - **Update Credit Note**: Update an existing credit note - **Update Customer Payment**: Update a recorded customer payment - **Update Estimate**: Update an existing estimate - **Update Expense**: Update an existing expense - **Update Invoice**: Update an existing invoice - **Update Item**: Update an existing item - **Update Journal**: Update a journal entry - **Update Project**: Update an existing project - **Update Project Task**: Update a task in a project - **Update Purchase Order**: Update an existing purchase order - **Update Recurring Bill**: Update a recurring bill profile - **Update Recurring Expense**: Update a recurring expense profile - **Update Recurring Invoice**: Update a recurring invoice profile - **Update Sales Order**: Update an existing sales order - **Update Time Entry**: Update a logged time entry - **Update Vendor Credit**: Update an existing vendor credit - **Update Vendor Payment**: Update a recorded vendor payment - **Void Bill**: Void a bill - **Void Credit Note**: Void a credit note - **Void Invoice**: Void an invoice (keeps the record, zeroes its effect) - **Void Vendor Credit**: Void a vendor credit - **Write Off Invoice**: Write off the balance of an invoice as bad debt ## Triggers (1) - **New Invoice in Zoho Books**: Triggers when a new invoice is created in Zoho Books Connect Zoho Books in General Input: https://www.generalinput.com/apps/zoho-books