Zoho Books

About Zoho Books

Zoho Books provides a REST API (v3) for its online accounting and invoicing software, covering resources such as organizations, contacts, contact persons, estimates, sales orders, sales receipts, and invoices. It supports OAuth-based authentication, with documented steps for client registration, authorization requests, and access/refresh token generation and revocation, as well as multi-data-center support and API call limits.

Through the API, developers can create, update, retrieve, and delete accounting records, manage billing and shipping addresses, generate and email documents (estimates, sales orders, invoices, sales receipts), handle attachments and comments on records, manage contact bank accounts and cards, process online and offline payments, apply credits, and send communications via email or SMS. Additional endpoints cover approval workflows, custom fields, templates, tags, tax information, and document generation such as delivery notes, packing slips, and QR codes for invoices.

The API is intended for developers integrating third-party systems with Zoho Books' accounting, invoicing, and contact-management functionality, including use cases such as automating invoice or estimate creation, syncing contact and payment data, and managing organization-level settings programmatically.

Key features

• REST API for creating and managing contacts, estimates, sales orders, and invoices
• OAuth-based authentication with token generation, refresh, and revocation
• Multi-organization support with configurable organization addresses and settings
• Multi-data-center support with a data center enabling endpoint
• Invoice workflows including approval, e-signatures, online payments, and payment reminders
• Contact portal features such as invites, statements, and bank account/card management

Frequently asked questions