Provides complete REST API coverage for all core accounting functions including invoices, expenses, contacts, items, bank accounts, and reports. Each endpoint supports CRUD operations with filtering, sorting, and pagination capabilities.
Official SDKs available for Python, Java, Node.js, PHP, and other popular programming languages, each following consistent patterns and providing type-safe wrappers around the REST API.
Event-driven webhook system that sends HTTP notifications to configured endpoints when specific events occur in Zoho Books, such as invoice creation, payment receipt, or contact updates.
Specialized endpoints for importing and exporting data in bulk, including CSV import/export capabilities for contacts, invoices, expenses, and inventory items with validation and error reporting.
Sophisticated query parameters allowing complex filtering across all endpoints using comparison operators, date ranges, custom fields, and relationship-based criteria across multiple entities.
API endpoints for managing and triggering Zoho Books' built-in automation rules, approval workflows, and scheduled tasks programmatically from external systems.
Support for managing multiple Zoho Books organizations (companies) through a single API client with organization context switching, ideal for accounting firms or businesses with multiple subsidiaries.
Online retailers can integrate Zoho Books API with their e-commerce platforms (like Shopify, WooCommerce, or Magento) to automatically generate invoices when orders are placed. The API can create customer records, add inventory items, apply taxes based on location, and send invoices directly to customers. This eliminates manual data entry, reduces errors, and ensures accounting records are always synchronized with sales data, improving financial accuracy and saving significant administrative time.
Businesses needing specialized financial insights beyond standard reports can use the API to extract transaction data, combine it with information from other systems (like CRM or project management), and create custom dashboards using tools like Power BI, Tableau, or custom web applications. The API provides access to raw financial data with detailed filtering capabilities, enabling creation of department-specific reports, profitability analysis by product line, or cash flow forecasting models that aren't available in the standard Zoho Books interface.
Companies can build mobile or web applications that allow employees to submit expenses via photos of receipts. The application uses Zoho Books API to create expense records, apply categorization rules, route for approval based on company policies, and eventually sync with bank transactions for reconciliation. This streamlines the entire expense reporting process, reduces processing time from weeks to days, and ensures compliance with company spending policies while maintaining accurate accounting records.
Businesses using Zoho CRM or other CRM systems can integrate accounting data to create a 360-degree view of customer relationships. The API enables synchronization of contact information, invoice history, payment status, and outstanding balances between the CRM and accounting systems. Sales teams can see real-time financial information while interacting with customers, and accounting teams can access customer communication history when resolving billing disputes, improving both customer service and collection efficiency.
Manufacturers and distributors can connect their warehouse management or inventory tracking systems with Zoho Books to maintain real-time synchronization of stock levels, cost of goods sold, and reorder points. The API allows updating item quantities after shipments, adjusting costs after purchases, and generating purchase orders when inventory falls below threshold levels. This ensures accounting records always reflect actual inventory values and prevents stockouts or overstock situations through automated inventory control.
Businesses accepting online payments through multiple gateways (Stripe, PayPal, Square) can use the API to automatically match payment gateway transactions with Zoho Books invoices and bank deposits. The integration can identify discrepancies, flag failed reconciliations for manual review, and update payment status in real-time. This reduces the monthly closing process from days to hours, minimizes accounting errors, and provides immediate visibility into cash flow from different payment channels.
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