Zoho Books – Gotchas
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
29 gotchas across 14 resources
These are connector-specific behaviors and limitations to be aware of when integrating.
Bill Payments1 gotcha
billPaymentsAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
Bills3 gotchas
billsAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
billsAddThe status of the bill will be "submitted" by default when creating a bill.
billsUpdateThe allowed values for the status field are "draft", "submitted" and "void" when using the update method. Please send status updates separately from other bill updates.
Credit Notes3 gotchas
creditNotesAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
creditNotesAddBy default, the status of the bill will be set to "authorised".
creditNotesUpdateAllowed values for the status are "draft", "authorised", and "voided" when using the update method. Please send status updates separately from other updates for Credit Notes.
Customers2 gotchas
customersAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
customersUpdateThe status field can be updated to either "active" or "inactive". Please send status updates separately from other updates for the customer.
Expenses4 gotchas
expensesAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
expensesAddZoho Books supports only one customer and one rebilling (rebillable) flag per expense at the header level. Only provide these in the first line_item — they will be mapped to the header-level fields and applied to all lines. If differentiated treatment is required, create separate expenses.
expensesOneZoho Books supports only one customer and one rebilling (rebillable) flag per expense at the header level. When reading, all line_items will return the same customer and rebilling values.
expensesUpdateZoho Books supports only one customer and one rebilling (rebillable) flag per expense at the header level. Only provide these in the first line_item — they will be mapped to the header-level fields and applied to all lines. If differentiated treatment is required, create separate expenses.
Invoice Items2 gotchas
invoiceItemsAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
invoiceItemsUpdatePlease ensure that status updates are sent separately from other invoice item updates.
Invoices3 gotchas
invoicesAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
invoicesAddBy default, the status of the invoice will be set to "draft".
invoicesUpdateThe allowed values for the status field are "draft", "submitted", and "void" when using the update method. Please ensure that status updates are sent separately from other invoice updates.
Journal Entries1 gotcha
journalEntriesAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
Ledger Accounts2 gotchas
ledgerAccountsAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
ledgerAccountsUpdateFor ledger accounts, please update the "active" status separately from other updates.
Payments1 gotcha
paymentsAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
Projects1 gotcha
projectsAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
Purchase Orders3 gotchas
purchaseOrdersAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
purchaseOrdersAddBy default, the status of the purchase order will be set to "draft".
purchaseOrdersUpdateAllowed values for the status are "draft", "open", "billed" and "deleted" when using the update method. Please send status updates separately from other updates for the supplier.
Suppliers2 gotchas
suppliersAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.
suppliersUpdateThe status field can be updated to either "active" or "inactive". Please send status updates separately from other updates for the supplier.
Tax Rates1 gotcha
taxRatesAllZoho Books does not expose a total record count in list responses. meta.total_count will not appear.