> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Zoho Books
> What agents can do in Zoho Books at each access level, and how to connect, limit, and disconnect 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.
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` |
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**:
| 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` |
| Action | What it does | Slug |
| ----------------- | ---------------------------------------------------------- | ------------------------------ |
| List fixed assets | Retrieve a paginated list of fixed assets from Zoho Books. | `ZOHO_BOOKS_LIST_FIXED_ASSETS` |
| 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` |
| Action | What it does | Slug |
| ------------------- | --------------------------------------------- | -------------------------------- |
| Get opening balance | Retrieve opening balance for an organization. | `ZOHO_BOOKS_GET_OPENING_BALANCE` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ---------- | ---------------------------------------------------------- | ----------------------- |
| List tasks | Retrieve a paginated list of tasks for a specific project. | `ZOHO_BOOKS_LIST_TASKS` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ----------------- | ------------------------------------------- | ------------------------------ |
| Create time entry | Create a new time entry for a project task. | `ZOHO_BOOKS_CREATE_TIME_ENTRY` |
| 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` |
| 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` |
| 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` |
| 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` |
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**:
| Action | What it does | Slug |
| ---------------------- | -------------------------------------------- | ----------------------------------- |
| Delete contact address | Delete an additional address from a contact. | `ZOHO_BOOKS_DELETE_CONTACT_ADDRESS` |
| 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` |
| Action | What it does | Slug |
| ------------------- | --------------------------------------------- | -------------------------------- |
| Delete bank account | Delete a bank account from your organization. | `ZOHO_BOOKS_DELETE_BANK_ACCOUNT` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| -------------- | -------------------------- | --------------------------- |
| Delete contact | Delete a specific contact. | `ZOHO_BOOKS_DELETE_CONTACT` |
| Action | What it does | Slug |
| ------------------ | ------------------------------ | ------------------------------- |
| Delete credit note | Delete a specific credit note. | `ZOHO_BOOKS_DELETE_CREDIT_NOTE` |
| Action | What it does | Slug |
| -------------------- | -------------------------------- | --------------------------------- |
| Delete vendor credit | Delete a specific vendor credit. | `ZOHO_BOOKS_DELETE_VENDOR_CREDIT` |
| Action | What it does | Slug |
| --------------- | ------------------------------------------------------ | ---------------------------- |
| Delete currency | Delete a specific currency from organization settings. | `ZOHO_BOOKS_DELETE_CURRENCY` |
| 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` |
| Action | What it does | Slug |
| --------------- | --------------------------- | ---------------------------- |
| Delete employee | Delete a specific employee. | `ZOHO_BOOKS_DELETE_EMPLOYEE` |
| Action | What it does | Slug |
| --------------- | --------------------------- | ---------------------------- |
| Delete estimate | Delete a specific estimate. | `ZOHO_BOOKS_DELETE_ESTIMATE` |
| Action | What it does | Slug |
| -------------- | -------------------------- | --------------------------- |
| Delete expense | Delete a specific expense. | `ZOHO_BOOKS_DELETE_EXPENSE` |
| Action | What it does | Slug |
| -------------- | -------------------------- | --------------------------- |
| Delete invoice | Delete a specific invoice. | `ZOHO_BOOKS_DELETE_INVOICE` |
| Action | What it does | Slug |
| ----------- | ----------------------- | ------------------------ |
| Delete item | Delete a specific item. | `ZOHO_BOOKS_DELETE_ITEM` |
| 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` |
| Action | What it does | Slug |
| --------------- | --------------------------- | ---------------------------- |
| Delete location | Delete a specific location. | `ZOHO_BOOKS_DELETE_LOCATION` |
| 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` |
| Action | What it does | Slug |
| --------------------- | --------------------------------- | ---------------------------------- |
| Delete contact person | Delete a specific contact person. | `ZOHO_BOOKS_DELETE_CONTACT_PERSON` |
| Action | What it does | Slug |
| ----------------- | -------------------------------------------- | ------------------------------ |
| Delete project v4 | Delete a specific project using v4 Beta API. | `ZOHO_BOOKS_DELETE_PROJECT_V4` |
| Action | What it does | Slug |
| --------------------- | --------------------------------- | ---------------------------------- |
| Delete purchase order | Delete a specific purchase order. | `ZOHO_BOOKS_DELETE_PURCHASE_ORDER` |
| 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` |
| Action | What it does | Slug |
| ------------------------ | --------------------------- | ------------------------------------- |
| Delete recurring invoice | Delete a recurring invoice. | `ZOHO_BOOKS_DELETE_RECURRING_INVOICE` |
| 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` |
| Action | What it does | Slug |
| ----------- | --------------------------------------------- | ------------------------ |
| Delete rule | Delete a bank account rule from your account. | `ZOHO_BOOKS_DELETE_RULE` |
| Action | What it does | Slug |
| ------------------- | ---------------------- | -------------------------------- |
| Delete project task | Delete a project task. | `ZOHO_BOOKS_DELETE_PROJECT_TASK` |
| Action | What it does | Slug |
| ----------------- | -------------------------------------------- | ------------------------------ |
| Delete time entry | Delete a specific time entry from a project. | `ZOHO_BOOKS_DELETE_TIME_ENTRY` |
| Action | What it does | Slug |
| ----------------------- | ----------------------------------- | ------------------------------------ |
| Delete bank transaction | Delete a specific bank transaction. | `ZOHO_BOOKS_DELETE_BANK_TRANSACTION` |
| 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 **Settings** > **Integrations**.
On the **Connected apps** tab, click **+ Add integration**.
Find **Zoho Books** in the catalog and click it. You can type the name in **Search the catalog…**.
Under **Default scope**, choose an access level. This level applies to every agent.
Click **Connect Zoho Books**. The Zoho Books sign-in page opens in a new tab.
Sign in to Zoho Books and approve the request.
Check that it works: Zoho Books shows under **YOUR CONNECTIONS**, with a row for the account and its access level.
## Change the access level
1. Under **YOUR CONNECTIONS**, find the Zoho Books account.
2. Open the account menu (⋯) and click **Manage scope**.
3. Under **Default scope**, choose the new level.
4. 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.
1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Zoho Books account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose the **Default** option to follow the account's level, choose a lower level, or choose **No access**.
5. 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:
1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Zoho Books**.
3. 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](/docs/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](/docs/billing).
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
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**.
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.
Open the account menu (⋯) on the Zoho Books account and click **Disconnect**. Agents lose access to that account at once.
## Related pages
Use this when an action you need is not in this app.