Zoho Books

Connect Zoho Books so your agents can work in your Zoho Books account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each Zoho Books account has an access level: Read-only, Read + write, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read invoices, contacts, expenses.”	7 of 265
Read + write (recommended)	“Read, create, and edit accounting records.”	215 of 265
Full access	”Full account access including delete.”	265 of 265

Read + write is the recommended level. The connect window selects it for you, and you can choose another level. The Zoho Books sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Zoho Books account?” The agent can search the Zoho Books actions for you.

Each action shows its name, a one-line description where the Zoho Books action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 7 of the 265 Zoho Books actions at this level:

View documents
View estimates
View invoices
View orders
Update purchase orders

All 7 actions at this level:

Works on	Action	What it does	Slug
Documents	Bulk export invoices PDF	Export multiple invoices to a single PDF.	`ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF`
	Export bulk estimates PDF	Export multiple estimates to a single PDF.	`ZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDF`
	Export sales orders PDF	Export multiple sales orders to a single PDF.	`ZOHO_BOOKS_EXPORT_SALES_ORDERS_PDF`
Estimates	Print bulk estimates	Bulk print up to 25 estimates as a single PDF.	`ZOHO_BOOKS_PRINT_BULK_ESTIMATES`
Invoices	Bulk print invoices	Bulk print up to 25 invoices as a single PDF.	`ZOHO_BOOKS_BULK_PRINT_INVOICES`
Orders	Print bulk sales orders	Bulk print up to 25 sales orders as a single PDF.	`ZOHO_BOOKS_PRINT_BULK_SALES_ORDERS`
Purchase orders	Convert purchase order to bill	Retrieve bill data from purchase orders for conversion.	`ZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILL`

Read + write (recommended)

Agents can use 215 of the 265 Zoho Books actions at this level: everything in Read-only, plus:

View, create, and update comments
View, create, and update refunds
View, create, and update addresses
View, create, update, and manage contacts
Create, update, send, and manage invoices
View and update templates
View, create, and update users
View, create, and update items
View and update settings
View, create, and update transactions
View, create, and update bank accounts
View, create, and update bills

The 208 actions that this level adds to Read-only:

Addresses (9)

Action	What it does	Slug
Add contact address	Add an additional address to a contact in Zoho Books.	`ZOHO_BOOKS_ADD_CONTACT_ADDRESS`
Get contact address	Retrieve all addresses associated with a contact.	`ZOHO_BOOKS_GET_CONTACT_ADDRESS`
Update estimate billing address	Update the billing address of an estimate.	`ZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESS`
Update estimate shipping address	Update the shipping address for an estimate.	`ZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESS`
Update invoice billing address	Update the billing address of an invoice.	`ZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESS`
Update invoice shipping address	Update the shipping address of a specific invoice.	`ZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESS`
Update purchase order billing address	Update the billing address of a purchase order.	`ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESS`
Update sales order billing address	Update the billing address of a sales order.	`ZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESS`
Update sales order shipping address	Update the shipping address of a specific sales order.	`ZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESS`

Assets (1)

Action	What it does	Slug
List fixed assets	Retrieve a paginated list of fixed assets from Zoho Books.	`ZOHO_BOOKS_LIST_FIXED_ASSETS`

Attachments (4)

Action	What it does	Slug
Add bill attachment	Add an attachment to an existing bill in Zoho Books.	`ZOHO_BOOKS_ADD_BILL_ATTACHMENT`
Get bill attachment	Fetch an attachment from a specific bill.	`ZOHO_BOOKS_GET_BILL_ATTACHMENT`
Get invoice attachment	Fetch the last attached attachment from a specific invoice.	`ZOHO_BOOKS_GET_INVOICE_ATTACHMENT`
Get sales order attachment	Fetch an attachment from a specific sales order.	`ZOHO_BOOKS_GET_SALES_ORDER_ATTACHMENT`

Balances (1)

Action	What it does	Slug
Get opening balance	Retrieve opening balance for an organization.	`ZOHO_BOOKS_GET_OPENING_BALANCE`

Bank accounts (5)

Action	What it does	Slug
Activate bank account	Activate a bank account.	`ZOHO_BOOKS_ACTIVATE_BANK_ACCOUNT`
Create bank account	Create a bank or credit card account.	`ZOHO_BOOKS_CREATE_BANK_ACCOUNT`
Deactivate bank account	Deactivate a bank account.	`ZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNT`
Get bank account	Fetch details of a specific bank account.	`ZOHO_BOOKS_GET_BANK_ACCOUNT`
List bank accounts	List bank and credit card accounts.	`ZOHO_BOOKS_LIST_BANK_ACCOUNTS`

Bills (7)

Action	What it does	Slug
Create recurring bill	Create a recurring bill in Zoho Books.	`ZOHO_BOOKS_CREATE_RECURRING_BILL`
Get bill	Fetch details of a specific bill.	`ZOHO_BOOKS_GET_BILL`
List bills	Retrieve a paginated list of bills.	`ZOHO_BOOKS_LIST_BILLS`
Mark bill open	Mark a bill as open.	`ZOHO_BOOKS_MARK_BILL_OPEN`
Mark bill void	Mark a bill as Void.	`ZOHO_BOOKS_MARK_BILL_VOID`
Update bill	Update a vendor bill.	`ZOHO_BOOKS_UPDATE_BILL`
Update recurring bill	Update a recurring bill in Zoho Books.	`ZOHO_BOOKS_UPDATE_RECURRING_BILL`

Charts (4)

Action	What it does	Slug
Create chart of account	Create a new chart of account in Zoho Books.	`ZOHO_BOOKS_CREATE_CHART_OF_ACCOUNT`
Get chart of account	Fetch details of a specific chart of account.	`ZOHO_BOOKS_GET_CHART_OF_ACCOUNT`
List chart of account transactions	List transactions for a specific chart of account.	`ZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONS`
List chart of accounts		`ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS`

Comments (13)

Action	What it does	Slug
Add bill comment	Add a comment to a bill in Zoho Books.	`ZOHO_BOOKS_ADD_BILL_COMMENT`
Add invoice comment	Add a comment to an invoice.	`ZOHO_BOOKS_ADD_INVOICE_COMMENT`
Add project comment	Add a comment to a project.	`ZOHO_BOOKS_ADD_PROJECT_COMMENT`
Add purchase order comment	Add a comment to a purchase order in Zoho Books.	`ZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENT`
Add sales order comment	Add a comment to a sales order in Zoho Books.	`ZOHO_BOOKS_ADD_SALES_ORDER_COMMENT`
Add vendor credit comment	Add a comment to a vendor credit.	`ZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENT`
List bill comments and history	List comments and history entries for a bill.	`ZOHO_BOOKS_LIST_BILL_COMMENTS_AND_HISTORY`
List contact comments	Retrieve recent activities and comments for a specific contact.	`ZOHO_BOOKS_LIST_CONTACT_COMMENTS`
List estimate comments and history	Retrieve comments and history for a specific estimate.	`ZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORY`
List expense comments	Retrieve history and comments for a specific expense.	`ZOHO_BOOKS_LIST_EXPENSE_COMMENTS`
List invoice comments and history	List comments and history entries for an invoice.	`ZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORY`
List sales order comments and history	List comments and history entries for a sales order.	`ZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORY`
Update purchase order comment	Update a comment on a purchase order.	`ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENT`

Contacts (9)

Action	What it does	Slug
Create contact	Create a new contact in Zoho Books.	`ZOHO_BOOKS_CREATE_CONTACT`
Email contact statement	Email a statement to a contact.	`ZOHO_BOOKS_EMAIL_CONTACT_STATEMENT`
Enable contact portal	Enable portal access for a contact.	`ZOHO_BOOKS_ENABLE_CONTACT_PORTAL`
Get contact	Fetch details of a specific contact.	`ZOHO_BOOKS_GET_CONTACT`
List contacts	Retrieve a paginated list of contacts with optional filters.	`ZOHO_BOOKS_LIST_CONTACTS`
Mark contact as active	Mark a contact as active.	`ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE`
Mark contact as inactive	Mark a contact as inactive.	`ZOHO_BOOKS_MARK_CONTACT_AS_INACTIVE`
Untrack contact1099	Untrack a contact for 1099 reporting.	`ZOHO_BOOKS_UNTRACK_CONTACT1099`
Update contact	Update details of a contact.	`ZOHO_BOOKS_UPDATE_CONTACT`

Content (2)

Action	What it does	Slug
Get payment reminder mail content for invoice	Retrieve the pre-populated payment reminder email content for an invoice.	`ZOHO_BOOKS_GET_PAYMENT_REMINDER_MAIL_CONTENT_FOR_INVOICE`
Get sales order email content	Retrieve the pre-populated email content for a sales order.	`ZOHO_BOOKS_GET_SALES_ORDER_EMAIL_CONTENT`

Credit notes (3)

Action	What it does	Slug
Apply credit note to invoice	Apply a credit note to one or more invoices in Zoho Books.	`ZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICE`
Get credit note	Fetch details of a specific credit note by ID.	`ZOHO_BOOKS_GET_CREDIT_NOTE`
List credit notes	Retrieve a paginated list of credit notes with optional filters.	`ZOHO_BOOKS_LIST_CREDIT_NOTES`

Credits (6)

Action	What it does	Slug
Apply credits to bill	Apply vendor credits to a bill in Zoho Books.	`ZOHO_BOOKS_APPLY_CREDITS_TO_BILL`
Apply credits to invoice	Apply credit notes to an invoice in Zoho Books.	`ZOHO_BOOKS_APPLY_CREDITS_TO_INVOICE`
Create vendor credit	Create a vendor credit in Zoho Books.	`ZOHO_BOOKS_CREATE_VENDOR_CREDIT`
List invoice credits applied	List credit notes applied to an invoice.	`ZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIED`
List vendor credits	Retrieve a paginated list of vendor credits with filters and search.	`ZOHO_BOOKS_LIST_VENDOR_CREDITS`
Mark vendor credit void	Void a vendor credit.	`ZOHO_BOOKS_MARK_VENDOR_CREDIT_VOID`

Currencies (6)

Action	What it does	Slug
Create currency	Create a new currency for an organization.	`ZOHO_BOOKS_CREATE_CURRENCY`
Get base currency adjustment	Fetch details of a specific base currency adjustment.	`ZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENT`
Get currency	Retrieve details of a specific currency.	`ZOHO_BOOKS_GET_CURRENCY`
List base currency adjustments	List base currency adjustments for an organization.	`ZOHO_BOOKS_LIST_BASE_CURRENCY_ADJUSTMENTS`
List currencies	List currencies configured for the organization.	`ZOHO_BOOKS_LIST_CURRENCIES`
Update currency	Update an existing currency in Zoho Books.	`ZOHO_BOOKS_UPDATE_CURRENCY`

Custom fields (1)

Action	What it does	Slug
Update custom fields in item	Update custom field values in an existing item.	`ZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEM`

Emails (5)

Action	What it does	Slug
Email estimate	Send an estimate email.	`ZOHO_BOOKS_EMAIL_ESTIMATE`
Get contact statement mail	Retrieve the pre-populated email content for a contact statement.	`ZOHO_BOOKS_GET_CONTACT_STATEMENT_MAIL`
Get estimate email	Retrieve the pre-populated email content for an estimate.	`ZOHO_BOOKS_GET_ESTIMATE_EMAIL`
Get invoice email	Retrieve the pre-populated email content for an invoice.	`ZOHO_BOOKS_GET_INVOICE_EMAIL`
Send contact email	Send an email to a contact in Zoho Books.	`ZOHO_BOOKS_SEND_CONTACT_EMAIL`

Employees (2)

Action	What it does	Slug
Create employee	Create a new employee in Zoho Books.	`ZOHO_BOOKS_CREATE_EMPLOYEE`
List employees	Retrieve a paginated list of employees.	`ZOHO_BOOKS_LIST_EMPLOYEES`

Estimates (5)

Action	What it does	Slug
Accept estimate	Mark an estimate as accepted.	`ZOHO_BOOKS_ACCEPT_ESTIMATE`
Get estimate	Fetch details of a specific estimate.	`ZOHO_BOOKS_GET_ESTIMATE`
List estimates	Retrieve a paginated list of estimates with optional filters.	`ZOHO_BOOKS_LIST_ESTIMATES`
Mark estimate as sent	Mark an estimate as Sent.	`ZOHO_BOOKS_MARK_ESTIMATE_AS_SENT`
Update estimate	Update an existing estimate (quote).	`ZOHO_BOOKS_UPDATE_ESTIMATE`

Expenses (4)

Action	What it does	Slug
Create expense	Create a new expense in Zoho Books.	`ZOHO_BOOKS_CREATE_EXPENSE`
Create recurring expense	Create a new recurring expense in Zoho Books.	`ZOHO_BOOKS_CREATE_RECURRING_EXPENSE`
Get expense	Fetch details of a specific expense.	`ZOHO_BOOKS_GET_EXPENSE`
List expenses	Retrieve a paginated list of expenses with filters and search.	`ZOHO_BOOKS_LIST_EXPENSES`

History (2)

Action	What it does	Slug
List recurring bill history	List comments and history entries for a recurring bill.	`ZOHO_BOOKS_LIST_RECURRING_BILL_HISTORY`
List recurring invoice history	Retrieve comments and history for a specific recurring invoice.	`ZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORY`

Invoices (11)

Action	What it does	Slug
Create invoice from salesorder	Create an instant invoice from an existing sales order.	`ZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDER`
Email invoice	Send an invoice email.	`ZOHO_BOOKS_EMAIL_INVOICE`
Get invoice	Fetch details of a specific invoice.	`ZOHO_BOOKS_GET_INVOICE`
List invoices	Retrieve a paginated list of invoices with filters and search.	`ZOHO_BOOKS_LIST_INVOICES`
List retainer invoices	Retrieve a paginated list of retainer invoices with filters and sorting.	`ZOHO_BOOKS_LIST_RETAINER_INVOICES`
Mark invoice as sent	Mark an invoice as Sent.	`ZOHO_BOOKS_MARK_INVOICE_AS_SENT`
Mark retainer invoice sent	Mark a retainer invoice as Sent.	`ZOHO_BOOKS_MARK_RETAINER_INVOICE_SENT`
Remind customer invoice	Send a payment reminder for an invoice.	`ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE`
Update invoice	Update details of a specific invoice.	`ZOHO_BOOKS_UPDATE_INVOICE`
Void invoice	Mark an invoice as Void.	`ZOHO_BOOKS_VOID_INVOICE`
Write off invoice	Write off an invoice.	`ZOHO_BOOKS_WRITE_OFF_INVOICE`

Items (7)

Action	What it does	Slug
Create item	Create a new item (product or service).	`ZOHO_BOOKS_CREATE_ITEM`
Get item	Fetch details of a specific item.	`ZOHO_BOOKS_GET_ITEM`
List item details	Bulk fetch details for multiple items from Zoho Books using their IDs.	`ZOHO_BOOKS_LIST_ITEM_DETAILS`
List items	Retrieve a paginated list of items from Zoho Books.	`ZOHO_BOOKS_LIST_ITEMS`
Mark item as active	Mark an item as active.	`ZOHO_BOOKS_MARK_ITEM_AS_ACTIVE`
Mark item inactive	Mark an item as inactive.	`ZOHO_BOOKS_MARK_ITEM_INACTIVE`
Update item	Update details of a specific item.	`ZOHO_BOOKS_UPDATE_ITEM`

Journals (3)

Action	What it does	Slug
Create journal	Create a journal entry in Zoho Books.	`ZOHO_BOOKS_CREATE_JOURNAL`
Get journal details v4	Fetch details of a specific journal entry from Zoho Books API v4 (Beta).	`ZOHO_BOOKS_GET_JOURNAL_DETAILS_V4`
Update journal	Update a journal entry in Zoho Books.	`ZOHO_BOOKS_UPDATE_JOURNAL`

Lists (2)

Action	What it does	Slug
Get journal credits list v4	Retrieve the list of available journal credits for a specific journal using v4 Beta API.	`ZOHO_BOOKS_GET_JOURNAL_CREDITS_LIST_V4`
Get journals list v4	Retrieve a paginated list of journals using Zoho Books v4 Beta API.	`ZOHO_BOOKS_GET_JOURNALS_LIST_V4`

Locations (6)

Action	What it does	Slug
Create location	Create a new location in Zoho Books.	`ZOHO_BOOKS_CREATE_LOCATION`
List locations	List all locations in the organization.	`ZOHO_BOOKS_LIST_LOCATIONS`
Mark location active	Mark a location as active.	`ZOHO_BOOKS_MARK_LOCATION_ACTIVE`
Mark location inactive	Mark a location as inactive.	`ZOHO_BOOKS_MARK_LOCATION_INACTIVE`
Mark location primary	Mark a location as primary.	`ZOHO_BOOKS_MARK_LOCATION_PRIMARY`
Update location	Update an existing location in Zoho Books.	`ZOHO_BOOKS_UPDATE_LOCATION`

Orders (5)

Action	What it does	Slug
Get sales order	Fetch details of a specific sales order.	`ZOHO_BOOKS_GET_SALES_ORDER`
List sales orders	Retrieve a paginated list of sales orders.	`ZOHO_BOOKS_LIST_SALES_ORDERS`
Mark sales order void	Mark a sales order as Void.	`ZOHO_BOOKS_MARK_SALES_ORDER_VOID`
Open sales order	Mark a sales order as Open.	`ZOHO_BOOKS_OPEN_SALES_ORDER`
Update sales order	Update a specific sales order.	`ZOHO_BOOKS_UPDATE_SALES_ORDER`

Organizations (3)

Action	What it does	Slug
Get organization	Fetch details of a specific organization.	`ZOHO_BOOKS_GET_ORGANIZATION`
List organizations	List all organizations for the authenticated user.	`ZOHO_BOOKS_LIST_ORGANIZATIONS`
Update organization	Update an organization’s settings and details.	`ZOHO_BOOKS_UPDATE_ORGANIZATION`

Payments (5)

Action	What it does	Slug
Create vendor payment	Create a vendor payment in Zoho Books.	`ZOHO_BOOKS_CREATE_VENDOR_PAYMENT`
List bill payments	List payments recorded against a bill.	`ZOHO_BOOKS_LIST_BILL_PAYMENTS`
List customer payments	List customer payments in Zoho Books.	`ZOHO_BOOKS_LIST_CUSTOMER_PAYMENTS`
List invoice payments	List payments recorded against an invoice.	`ZOHO_BOOKS_LIST_INVOICE_PAYMENTS`
List vendor payments	Retrieve a paginated list of vendor payments with filters and search.	`ZOHO_BOOKS_LIST_VENDOR_PAYMENTS`

People (4)

Action	What it does	Slug
Create contact person	Create a new contact person for an existing contact in Zoho Books.	`ZOHO_BOOKS_CREATE_CONTACT_PERSON`
Get contact person	Retrieve details of a specific contact person.	`ZOHO_BOOKS_GET_CONTACT_PERSON`
List contact persons	Retrieve a paginated list of contact persons from Zoho Books.	`ZOHO_BOOKS_LIST_CONTACT_PERSONS`
Update contact person	Update an existing contact person in Zoho Books.	`ZOHO_BOOKS_UPDATE_CONTACT_PERSON`

Projects (6)

Action	What it does	Slug
Clone project	Clone an existing project.	`ZOHO_BOOKS_CLONE_PROJECT`
Create project	Create a project in Zoho Books.	`ZOHO_BOOKS_CREATE_PROJECT`
Get project	Fetch details of a specific project.	`ZOHO_BOOKS_GET_PROJECT`
List projects	Retrieve a paginated list of projects with optional filters.	`ZOHO_BOOKS_LIST_PROJECTS`
Mark project active	Mark a project as active.	`ZOHO_BOOKS_MARK_PROJECT_ACTIVE`
Update project	Update a project in Zoho Books.	`ZOHO_BOOKS_UPDATE_PROJECT`

Purchase orders (2)

Action	What it does	Slug
Get purchase order	Fetch details of a specific purchase order.	`ZOHO_BOOKS_GET_PURCHASE_ORDER`
List purchase orders	Retrieve a paginated list of purchase orders.	`ZOHO_BOOKS_LIST_PURCHASE_ORDERS`

Receipts (2)

Action	What it does	Slug
Create sales receipt	Create a sales receipt in Zoho Books.	`ZOHO_BOOKS_CREATE_SALES_RECEIPT`
List sales receipts	Retrieve a paginated list of sales receipts with filters.	`ZOHO_BOOKS_LIST_SALES_RECEIPTS`

Recurring invoices (4)

Action	What it does	Slug
Create recurring invoice	Create a recurring invoice.	`ZOHO_BOOKS_CREATE_RECURRING_INVOICE`
Get recurring invoice	Retrieve a single recurring invoice profile’s full configuration by ID.	`ZOHO_BOOKS_GET_RECURRING_INVOICE`
Resume recurring invoice	Resume a recurring invoice.	`ZOHO_BOOKS_RESUME_RECURRING_INVOICE`
Stop recurring invoice	Stop a recurring invoice.	`ZOHO_BOOKS_STOP_RECURRING_INVOICE`

Refunds (11)

Action	What it does	Slug
Categorize as customer payment refund	Categorize an uncategorized bank transaction as a customer payment refund.	`ZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUND`
Create customer payment refund	Refund an excess customer payment.	`ZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUND`
Get vendor credit refund	Fetch details of a specific vendor credit refund.	`ZOHO_BOOKS_GET_VENDOR_CREDIT_REFUND`
List contact refunds	List refunds for a contact.	`ZOHO_BOOKS_LIST_CONTACT_REFUNDS`
List credit note refunds	Retrieve a paginated list of credit note refunds with filters.	`ZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDS`
List customer payment refunds	List refunds of a customer payment.	`ZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDS`
List vendor credit refunds	Retrieve a paginated list of vendor credit refunds with filters.	`ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS`
List vendor credit refunds2	List refunds of a specific vendor credit.	`ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2`
List vendor payment refunds	List refunds of a vendor payment.	`ZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDS`
Update credit note refund	Update details of a specific credit note refund.	`ZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUND`
Update vendor payment refund	Update a vendor payment refund in Zoho Books.	`ZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUND`

Reminders (5)

Action	What it does	Slug
Disable contact payment reminder	Disable payment reminders for a contact.	`ZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDER`
Disable invoice payment reminder	Disable payment reminders for an invoice.	`ZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDER`
Enable contact payment reminder	Enable payment reminders for a contact.	`ZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDER`
Enable invoice payment reminder	Enable payment reminders for an invoice.	`ZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDER`
Send bulk invoice reminder	Send payment reminders for multiple invoices at once.	`ZOHO_BOOKS_SEND_BULK_INVOICE_REMINDER`

Rules (2)

Action	What it does	Slug
Create rule	Create a rule for automatic transaction categorization.	`ZOHO_BOOKS_CREATE_RULE`
List bank rules	List all rules created for a bank or credit card account.	`ZOHO_BOOKS_LIST_BANK_RULES`

Settings (7)

Action	What it does	Slug
Get all tag options	Retrieve all options for a reporting tag.	`ZOHO_BOOKS_GET_ALL_TAG_OPTIONS`
Mark reporting tag default option	Mark an option as default for a reporting tag.	`ZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTION`
Mark tag option active	Mark a reporting tag option as active.	`ZOHO_BOOKS_MARK_TAG_OPTION_ACTIVE`
Mark tag option as inactive	Mark a reporting tag option as inactive.	`ZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVE`
Update invoice attachment preference	Update attachment preference for an invoice.	`ZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCE`
Update reporting tag options	Update reporting tag options in Zoho Books.	`ZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONS`
Update sales order attachment preference	Update attachment preference for a sales order.	`ZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCE`

Tags (5)

Action	What it does	Slug
Create reporting tag	Create a new reporting tag in Zoho Books.	`ZOHO_BOOKS_CREATE_REPORTING_TAG`
List reporting tags	Retrieve all reporting tags from Zoho Books.	`ZOHO_BOOKS_LIST_REPORTING_TAGS`
Mark reporting tag as active	Mark a reporting tag as active.	`ZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVE`
Mark reporting tag as inactive	Mark a reporting tag as inactive.	`ZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVE`
Update reporting tag	Update an existing reporting tag in Zoho Books.	`ZOHO_BOOKS_UPDATE_REPORTING_TAG`

Tasks (1)

Action	What it does	Slug
List tasks	Retrieve a paginated list of tasks for a specific project.	`ZOHO_BOOKS_LIST_TASKS`

Taxes (2)

Action	What it does	Slug
List tax exemptions	Retrieve a list of tax exemptions from Zoho Books.	`ZOHO_BOOKS_LIST_TAX_EXEMPTIONS`
List taxes	Retrieve a paginated list of taxes.	`ZOHO_BOOKS_LIST_TAXES`

Templates (7)

Action	What it does	Slug
List estimate templates	Retrieve a list of estimate templates.	`ZOHO_BOOKS_LIST_ESTIMATE_TEMPLATES`
List invoice templates	Retrieve a list of invoice templates.	`ZOHO_BOOKS_LIST_INVOICE_TEMPLATES`
List journal templates	List journal templates with pagination.	`ZOHO_BOOKS_LIST_JOURNAL_TEMPLATES`
Update estimate template	Update the template associated with an estimate.	`ZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATE`
Update invoice template	Update the template associated with an invoice.	`ZOHO_BOOKS_UPDATE_INVOICE_TEMPLATE`
Update recurring invoice template	Update the template associated with a recurring invoice.	`ZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATE`
Update sales order template	Update the template associated with a sales order.	`ZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATE`

Time entries (1)

Action	What it does	Slug
Create time entry	Create a new time entry for a project task.	`ZOHO_BOOKS_CREATE_TIME_ENTRY`

Transactions (6)

Action	What it does	Slug
Categorize uncategorized transaction	Categorize an uncategorized bank transaction.	`ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION`
Create bank transaction	Create a manual bank transaction.	`ZOHO_BOOKS_CREATE_BANK_TRANSACTION`
Exclude bank transaction	Exclude an uncategorized bank transaction.	`ZOHO_BOOKS_EXCLUDE_BANK_TRANSACTION`
Get matching bank transactions	Retrieve potential matching transactions for an uncategorized bank transaction.	`ZOHO_BOOKS_GET_MATCHING_BANK_TRANSACTIONS`
List bank transactions	List bank transactions with optional filters.	`ZOHO_BOOKS_LIST_BANK_TRANSACTIONS`
Update bank transaction	Update an existing bank transaction in Zoho Books.	`ZOHO_BOOKS_UPDATE_BANK_TRANSACTION`

Types (1)

Action	What it does	Slug
List fixed asset types	Retrieve a paginated list of fixed asset types from Zoho Books.	`ZOHO_BOOKS_LIST_FIXED_ASSET_TYPES`

Users (8)

Action	What it does	Slug
Create user	Create a new user in Zoho Books.	`ZOHO_BOOKS_CREATE_USER`
Get project user	Fetch details of a specific user associated with a project.	`ZOHO_BOOKS_GET_PROJECT_USER`
Get user	Fetch details of a specific user.	`ZOHO_BOOKS_GET_USER`
List project users	Retrieve all users assigned to a project.	`ZOHO_BOOKS_LIST_PROJECT_USERS`
List users	Retrieve a paginated list of users.	`ZOHO_BOOKS_LIST_USERS`
Mark user inactive	Mark a user as inactive in Zoho Books.	`ZOHO_BOOKS_MARK_USER_INACTIVE`
Update project user	Update a user’s details in a project.	`ZOHO_BOOKS_UPDATE_PROJECT_USER`
Update user	Update an existing user in Zoho Books.	`ZOHO_BOOKS_UPDATE_USER`

Other actions (3)

Action	What it does	Slug
Create exchange rate	Create a new exchange rate for a currency.	`ZOHO_BOOKS_CREATE_EXCHANGE_RATE`
Get last imported statement	Get details of previously imported statement for a bank account.	`ZOHO_BOOKS_GET_LAST_IMPORTED_STATEMENT`
Import bank statements	Import bank or credit card statement transactions in bulk.	`ZOHO_BOOKS_IMPORT_BANK_STATEMENTS`

Full access

Agents can use 265 of the 265 Zoho Books actions at this level: everything in Read + write, plus:

Delete payments
Delete comments
Delete attachments
Delete refunds
Delete bills
Delete charts
Delete documents
Delete receipts
Delete addresses
Delete bank accounts
Delete contacts
Delete credit notes

The 50 actions that this level adds to Read + write:

Addresses (1)

Action	What it does	Slug
Delete contact address	Delete an additional address from a contact.	`ZOHO_BOOKS_DELETE_CONTACT_ADDRESS`

Attachments (3)

Action	What it does	Slug
Delete bill attachment	Delete an attachment from a specific bill.	`ZOHO_BOOKS_DELETE_BILL_ATTACHMENT`
Delete invoice attachment	Delete the last attached attachment from an invoice.	`ZOHO_BOOKS_DELETE_INVOICE_ATTACHMENT`
Delete purchase order attachment	Delete an attachment from a purchase order.	`ZOHO_BOOKS_DELETE_PURCHASE_ORDER_ATTACHMENT`

Bank accounts (1)

Action	What it does	Slug
Delete bank account	Delete a bank account from your organization.	`ZOHO_BOOKS_DELETE_BANK_ACCOUNT`

Bills (2)

Action	What it does	Slug
Delete bill	Delete a specific bill.	`ZOHO_BOOKS_DELETE_BILL`
Delete recurring bill	Delete a recurring bill.	`ZOHO_BOOKS_DELETE_RECURRING_BILL`

Charts (2)

Action	What it does	Slug
Delete chart of account	Delete a specific chart of account.	`ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT`
Delete chart of account transaction	Delete a chart of account transaction.	`ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTION`

Comments (7)

Action	What it does	Slug
Delete bill comment	Delete a comment from a bill.	`ZOHO_BOOKS_DELETE_BILL_COMMENT`
Delete credit note comment	Delete a comment from a credit note.	`ZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENT`
Delete invoice comment	Delete a comment from an invoice.	`ZOHO_BOOKS_DELETE_INVOICE_COMMENT`
Delete journal comment v4	Delete a journal comment using Zoho Books API v4 (Beta).	`ZOHO_BOOKS_DELETE_JOURNAL_COMMENT_V4`
Delete project comment v4	Delete a project comment using v4 Beta API.	`ZOHO_BOOKS_DELETE_PROJECT_COMMENT_V4`
Delete purchase order comment	Delete a comment from a purchase order.	`ZOHO_BOOKS_DELETE_PURCHASE_ORDER_COMMENT`
Delete sales order comment	Delete a comment from a sales order.	`ZOHO_BOOKS_DELETE_SALES_ORDER_COMMENT`

Contacts (1)

Action	What it does	Slug
Delete contact	Delete a specific contact.	`ZOHO_BOOKS_DELETE_CONTACT`

Credit notes (1)

Action	What it does	Slug
Delete credit note	Delete a specific credit note.	`ZOHO_BOOKS_DELETE_CREDIT_NOTE`

Credits (1)

Action	What it does	Slug
Delete vendor credit	Delete a specific vendor credit.	`ZOHO_BOOKS_DELETE_VENDOR_CREDIT`

Currencies (1)

Action	What it does	Slug
Delete currency	Delete a specific currency from organization settings.	`ZOHO_BOOKS_DELETE_CURRENCY`

Documents (2)

Action	What it does	Slug
Delete invoice document	Delete a document/attachment from a specific invoice.	`ZOHO_BOOKS_DELETE_INVOICE_DOCUMENT`
Delete journal document	Delete a document/attachment from a journal entry.	`ZOHO_BOOKS_DELETE_JOURNAL_DOCUMENT`

Employees (1)

Action	What it does	Slug
Delete employee	Delete a specific employee.	`ZOHO_BOOKS_DELETE_EMPLOYEE`

Estimates (1)

Action	What it does	Slug
Delete estimate	Delete a specific estimate.	`ZOHO_BOOKS_DELETE_ESTIMATE`

Expenses (1)

Action	What it does	Slug
Delete expense	Delete a specific expense.	`ZOHO_BOOKS_DELETE_EXPENSE`

Invoices (1)

Action	What it does	Slug
Delete invoice	Delete a specific invoice.	`ZOHO_BOOKS_DELETE_INVOICE`

Items (1)

Action	What it does	Slug
Delete item	Delete a specific item.	`ZOHO_BOOKS_DELETE_ITEM`

Journals (2)

Action	What it does	Slug
Delete journal v4	Delete a journal using the v4 Beta API.	`ZOHO_BOOKS_DELETE_JOURNAL_V4`
Delete journals	Delete multiple journal entries in one request.	`ZOHO_BOOKS_DELETE_JOURNALS`

Locations (1)

Action	What it does	Slug
Delete location	Delete a specific location.	`ZOHO_BOOKS_DELETE_LOCATION`

Payments (6)

Action	What it does	Slug
Delete bill payment	Delete a specific bill payment.	`ZOHO_BOOKS_DELETE_BILL_PAYMENT`
Delete bulk customer payments	Bulk delete multiple customer payments.	`ZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTS`
Delete bulk vendor payments	Bulk delete multiple vendor payments.	`ZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTS`
Delete customer payment	Delete a customer payment.	`ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT`
Delete invoice payment	Delete a payment applied to an invoice.	`ZOHO_BOOKS_DELETE_INVOICE_PAYMENT`
Delete vendor payment	Delete a vendor payment.	`ZOHO_BOOKS_DELETE_VENDOR_PAYMENT`

People (1)

Action	What it does	Slug
Delete contact person	Delete a specific contact person.	`ZOHO_BOOKS_DELETE_CONTACT_PERSON`

Projects (1)

Action	What it does	Slug
Delete project v4	Delete a specific project using v4 Beta API.	`ZOHO_BOOKS_DELETE_PROJECT_V4`

Purchase orders (1)

Action	What it does	Slug
Delete purchase order	Delete a specific purchase order.	`ZOHO_BOOKS_DELETE_PURCHASE_ORDER`

Receipts (2)

Action	What it does	Slug
Delete expense receipt	Delete a receipt from an expense.	`ZOHO_BOOKS_DELETE_EXPENSE_RECEIPT`
Delete sales receipt	Delete a specific sales receipt.	`ZOHO_BOOKS_DELETE_SALES_RECEIPT`

Recurring invoices (1)

Action	What it does	Slug
Delete recurring invoice	Delete a recurring invoice.	`ZOHO_BOOKS_DELETE_RECURRING_INVOICE`

Refunds (3)

Action	What it does	Slug
Delete credit note refund	Delete a specific credit note refund.	`ZOHO_BOOKS_DELETE_CREDIT_NOTE_REFUND`
Delete customer payment refund	Delete a specific customer payment refund.	`ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT_REFUND`
Delete vendor credit refund	Delete a vendor credit refund.	`ZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUND`

Rules (1)

Action	What it does	Slug
Delete rule	Delete a bank account rule from your account.	`ZOHO_BOOKS_DELETE_RULE`

Tasks (1)

Action	What it does	Slug
Delete project task	Delete a project task.	`ZOHO_BOOKS_DELETE_PROJECT_TASK`

Time entries (1)

Action	What it does	Slug
Delete time entry	Delete a specific time entry from a project.	`ZOHO_BOOKS_DELETE_TIME_ENTRY`

Transactions (1)

Action	What it does	Slug
Delete bank transaction	Delete a specific bank transaction.	`ZOHO_BOOKS_DELETE_BANK_TRANSACTION`

Other actions (1)

Action	What it does	Slug
Delete exchange rate	Delete an exchange rate for a currency.	`ZOHO_BOOKS_DELETE_EXCHANGE_RATE`

Connect Zoho Books

Before you start:

You need a Zoho Books account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Zoho Books

Find Zoho Books in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect Zoho Books

Click Connect Zoho Books. The Zoho Books sign-in page opens in a new tab.

Check that it works: Zoho Books shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the Zoho Books account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the Zoho Books account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Zoho Books account

Click + Account on the Zoho Books card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Zoho Books side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Zoho Books.
Sign in to Zoho Books and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the Zoho Books account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected Zoho Books account becomes primary.

Costs

Zoho Books actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to Zoho Books, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Zoho Books connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in Zoho Books?

Can I connect more than one Zoho Books account?

Click + Account on the Zoho Books card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect Zoho Books?

Open the account menu (⋯) on the Zoho Books account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

Recommended

Analytics

Communication

CRM & Support

Dev & Project Management

E-commerce & Payments

Email & Productivity

File Storage

Finance & Time

Marketing & Social

Scheduling & Meetings

Access levels

What agents can do at each level

Connect Zoho Books

Change the access level

Set access for one agent

Use more than one Zoho Books account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect Zoho Books

​Change the access level

​Set access for one agent

​Use more than one Zoho Books account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect Zoho Books

Change the access level

Set access for one agent

Use more than one Zoho Books account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages