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.
15 gotchas across 9 resources
These are connector-specific behaviors and limitations to be aware of when integrating.
Bills2 gotchas
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 Notes2 gotchas
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.
Customers1 gotcha
customersUpdateThe status field can be updated to either "active" or "inactive". Please send status updates separately from other updates for the customer.
Expenses3 gotchas
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 Items1 gotcha
invoiceItemsUpdatePlease ensure that status updates are sent separately from other invoice item updates.
Invoices2 gotchas
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.
Ledger Accounts1 gotcha
ledgerAccountsUpdateFor ledger accounts, please update the "active" status separately from other updates.
Purchase Orders2 gotchas
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.
Suppliers1 gotcha
suppliersUpdateThe status field can be updated to either "active" or "inactive". Please send status updates separately from other updates for the supplier.