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Payment Terms

Payment Methods

Viewers

General Ledger Transactions

Async Tasks

Employees

Bank Feed Transactions

Bank Feed Accounts

Job Postings

Scopes

Field Mappings

Sync Zoho Books data

Accounts

An Account represents a category in a company’s ledger in which a financial transaction is recorded against. The aggregation of each Account object is often referred to as the Chart of Accounts. An Account can be classified into one of the following categories, determined through the classification field: Asset:__ Accounts Receivable and Bank Accounts Liability:__ Accounts Payable and Credit Card Accounts Equity:__ Treasury Accounts and Retained Earnings Revenue:__ Income and Other Income Expense:__ Cost of Goods Sold and Office Expenses

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Phone Numbers

The AccountingPhoneNumber object is used to represent a contact's or company's phone number.

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Addresses

The Address object is used to represent a contact's or company's address.

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Company Info

The CompanyInfo object contains information about the company of the linked account. If the company has multiple entities (also known as subsidiaries), each entity may show up as a single CompanyInfo record.

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Contacts

A Contact is an individual or business entity to which products and services are sold to or purchased from. The Contact model contains both Customers, in which products and services are sold to, and Vendors (or Suppliers), in which products and services are purchased from. A Contact is a Vendor/Supplier if the is_supplier property is true. A Contact is a customer if the is_customer property is true.

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Credit Notes

A CreditNote is transaction issued to a customer, indicating a reduction or cancellation of the amount owed by the customer. It is most generally used as an adjustment note used to rectify errors, returns, or overpayments related to a sales transaction. A CreditNote can be applied to Accounts Receivable Invoices to decrease the overall amount of the Invoice.

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Expenses

The Expense object is used to represent a direct purchase by a business, typically made with a check, credit card, or cash. Each Expense object is dedicated to a grouping of expenses, with each expense recorded in the lines object. The Expense object is used also used to represent refunds to direct purchases. Refunds can be distinguished from purchases by the amount sign of the records. Expense objects with a negative amount are purchases and Expense objects with a positive amount are refunds to those purchases.

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Invoices

The Invoice object represents an itemized record of goods and/or services sold to a customer or bought from a vendor. Represents a Bill when the Invoice type is ACCOUNTS_PAYABLE. References an Invoice when the Invoice type is ACCOUNTS_RECEIVABLE.

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Items

The Item object refers to the goods involved in a transaction.

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Journal Entries

A JournalEntry is a record of a transaction or event that is entered into a company's accounting system. The JournalEntry common model contains records that are automatically created as a result of a certain type of transaction, like an Invoice, and records that are manually created against a company’s ledger. The lines of a given JournalEntry object should always sum to 0. A positive net_amount means the line represents a debit and a negative net_amount represents a credit.

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Payments

The Payment object represents general payments made towards a specific transaction.

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Tax Rates

The TaxRate object is used to represent a tax rate.

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FAQ on integrating with Zoho Books API

How does Merge interact with Zoho Books' API endpoints?

Here are some key interactions with Zoho Books' API:

Credit Notes: The GET /v3/creditnotes endpoint is utilized to fetch detailed credit note data. This includes fields such as:
- total_amount: The total amount for the credit note
- status: The current status of the credit note (e.g., open, closed, void)
- transaction_date: The date the credit note was issued
Contacts: Merge leverages the GET /v3/contacts endpoint to gather contact-related information. Key fields accessed include:
- name: The name of the contact or customer
- email_address: The email associated with the contact.
- currency: The default currency used by the contact.
Invoices: Through the GET /v3/invoices endpoint, Merge extracts invoice data such as:
- invoice_number: A unique identifier for the invoice.
- due_date: The date by which payment is due.
- balance: The remaining balance for the invoice.
Payments: Using the GET /v3/payments endpoint, Merge retrieves payment data, including:
- payment_mode: The method of payment (e.g., credit card, bank transfer).
- payment_date: The date the payment was received.
- amount: The amount paid.

Learn more about the data Merge can access and sync with Zoho Books.

What are the sync frequencies for Zoho Books data in Merge?

Merge requests data from Zoho Books at intervals based on your sync plan. The sync frequencies are categorized as follows:

Manual: Data is synced manually
Daily: Data is synced once daily
Standard: Data is synced every 6 or 12 hours, depending on the Common Model
High: Data is synced every 3 or 6 hours, depending on the Common Model
Highest: Data is synced every hour or 3 hours, depending on the Common Model

Learn more about Merge’s sync frequencies for Zoho Books.

What features does Merge provide for syncing custom fields in Zoho Books?

Merge offers powerful tools to enhance your Zoho Books integration:

Field Mapping: Map custom fields from Zoho Books to Merge's common data models for tailored data syncing
Remote Data: Access raw Zoho Books data in its original format
Authenticated Passthrough Requests: Make direct API requests to Zoho Books using Merge’s authentication

What accounting integrations can I add—in addition to Zoho Books—via Merge?

By integrating once with Merge’s Accounting Unified API, you can access more than a dozen accounting integrations:

QuickBooks Online
Xero
Workday
Sage Intacct
NetSuite
Microsoft Dynamics 365 Business Central
Microsoft Dynamics Finance and Operations
Wave Financial
FreshBooks
Clear Books
Moneybird
FreeAgent
Sage Business Cloud Accounting

Learn more about the accounting integrations Merge supports.

How much does it cost to integrate with Zoho Books using Merge?

The cost depends on your selected plan:

Launch Plan: Free for up to 3 production linked accounts, $650/month for up to 10 accounts, and $65/month per account beyond 10
Professional or Enterprise Plans: Include advanced features, bulk discounts, and white-glove support

Learn more about Merge’s pricing plans.

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Integrate Zoho Books with your product—along with any other
Accounting
application