Can I limit what agents can do in Zoho Books?

Yes, twice over. The connection itself has an access level (Read-only, Read + write, Full access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Zoho Books account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Zoho Books?

Open Integrations, choose the account under Zoho Books, and revoke it. Agents lose access immediately; nothing keeps working in the background.

Finance & Time

📒 Zoho Books integration

Access levels: Read-only · Read + write · Full access · Verified July 15, 2026

Connect Zoho Books once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Zoho Books

Look things up, get all tag options; get bank account; get base currency adjustment, and more.
Do real work, add bill attachment; add bill comment; add contact address; add invoice comment, and more.
Run it on a schedule: any of the 265 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Zoho Books.
Click Connect and pick an access level (we recommend Read + write): this is the ceiling for every agent.
Sign in to Zoho Books in the window that opens and approve. You land back on the Integrations page with the account live.

You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.

Level	What it allows
Read-only	Read invoices, contacts, expenses.
Read + write	Read, create, and edit accounting records.	Recommended
Full access	Full account access including delete.

On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.

Every tool, in plain terms

The 265 tools agents use in Zoho Books through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Accept estimate `ZOHO_BOOKS_ACCEPT_ESTIMATE`	Mark an estimate as accepted. Use after reviewing and confirming the estimate.	Read + write, Full access
Activate bank account `ZOHO_BOOKS_ACTIVATE_BANK_ACCOUNT`	Activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.	Read + write, Full access
Add bill attachment `ZOHO_BOOKS_ADD_BILL_ATTACHMENT`	Add an attachment to an existing bill in Zoho Books.	Read + write, Full access
Add bill comment `ZOHO_BOOKS_ADD_BILL_COMMENT`	Add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.	Read + write, Full access
Add contact address `ZOHO_BOOKS_ADD_CONTACT_ADDRESS`	Add an additional address to a contact in Zoho Books.	Read + write, Full access
Add invoice comment `ZOHO_BOOKS_ADD_INVOICE_COMMENT`	Add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.	Read + write, Full access
Add project comment `ZOHO_BOOKS_ADD_PROJECT_COMMENT`	Add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.	Read + write, Full access
Add purchase order comment `ZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENT`	Add a comment to a purchase order in Zoho Books.	Read + write, Full access
Add sales order comment `ZOHO_BOOKS_ADD_SALES_ORDER_COMMENT`	Add a comment to a sales order in Zoho Books.	Read + write, Full access
Add vendor credit comment `ZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENT`	Add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.	Read + write, Full access
Apply credits to bill `ZOHO_BOOKS_APPLY_CREDITS_TO_BILL`	Apply vendor credits to a bill in Zoho Books.	Read + write, Full access
Apply credits to invoice `ZOHO_BOOKS_APPLY_CREDITS_TO_INVOICE`	Apply credit notes to an invoice in Zoho Books.	Read + write, Full access
Apply credit note to invoice `ZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICE`	Apply a credit note to one or more invoices in Zoho Books.	Read + write, Full access
Bulk export invoices pdf `ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF`	Export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.	All levels
Bulk print invoices `ZOHO_BOOKS_BULK_PRINT_INVOICES`	Bulk print up to 25 invoices as a single PDF.	All levels
Categorize as customer payment refund `ZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUND`	Categorize an uncategorized bank transaction as a customer payment refund.	Read + write, Full access
Categorize uncategorized transaction `ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION`	Categorize an uncategorized bank transaction.	Read + write, Full access
Clone project `ZOHO_BOOKS_CLONE_PROJECT`	Clone an existing project. Use when duplicating a project with a new name and optional description.	Read + write, Full access
Convert purchase order to bill `ZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILL`	Retrieve bill data from purchase orders for conversion.	All levels
Create bank account `ZOHO_BOOKS_CREATE_BANK_ACCOUNT`	Create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.	Read + write, Full access
Create bank transaction `ZOHO_BOOKS_CREATE_BANK_TRANSACTION`	Create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same or…	Read + write, Full access
Create chart of account `ZOHO_BOOKS_CREATE_CHART_OF_ACCOUNT`	Create a new chart of account in Zoho Books.	Read + write, Full access
Create contact `ZOHO_BOOKS_CREATE_CONTACT`	Create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.	Read + write, Full access
Create contact person `ZOHO_BOOKS_CREATE_CONTACT_PERSON`	Create a new contact person for an existing contact in Zoho Books.	Read + write, Full access
Create currency `ZOHO_BOOKS_CREATE_CURRENCY`	Create a new currency for an organization.	Read + write, Full access
Create customer payment refund `ZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUND`	Refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.	Read + write, Full access
Create employee `ZOHO_BOOKS_CREATE_EMPLOYEE`	Create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.	Read + write, Full access
Create exchange rate `ZOHO_BOOKS_CREATE_EXCHANGE_RATE`	Create a new exchange rate for a currency.	Read + write, Full access
Create expense `ZOHO_BOOKS_CREATE_EXPENSE`	Create a new expense in Zoho Books. Use when you need to record business expenses.	Read + write, Full access
Create invoice from salesorder `ZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDER`	Create an instant invoice from an existing sales order.	Read + write, Full access
Create item `ZOHO_BOOKS_CREATE_ITEM`	Create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API retu…	Read + write, Full access
Create journal `ZOHO_BOOKS_CREATE_JOURNAL`	Create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.	Read + write, Full access
Create location `ZOHO_BOOKS_CREATE_LOCATION`	Create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.	Read + write, Full access
Create project `ZOHO_BOOKS_CREATE_PROJECT`	Create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.	Read + write, Full access
Create recurring bill `ZOHO_BOOKS_CREATE_RECURRING_BILL`	Create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).	Read + write, Full access
Create recurring expense `ZOHO_BOOKS_CREATE_RECURRING_EXPENSE`	Create a new recurring expense in Zoho Books.	Read + write, Full access
Create recurring invoice `ZOHO_BOOKS_CREATE_RECURRING_INVOICE`	Create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.	Read + write, Full access
Create reporting tag `ZOHO_BOOKS_CREATE_REPORTING_TAG`	Create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.	Read + write, Full access
Create rule `ZOHO_BOOKS_CREATE_RULE`	Create a rule for automatic transaction categorization.	Read + write, Full access
Create sales receipt `ZOHO_BOOKS_CREATE_SALES_RECEIPT`	Create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.	Read + write, Full access
Create time entry `ZOHO_BOOKS_CREATE_TIME_ENTRY`	Create a new time entry for a project task.	Read + write, Full access
Create user `ZOHO_BOOKS_CREATE_USER`	Create a new user in Zoho Books. Use when inviting a team member to your organization.	Read + write, Full access
Create vendor credit `ZOHO_BOOKS_CREATE_VENDOR_CREDIT`	Create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.	Read + write, Full access
Create vendor payment `ZOHO_BOOKS_CREATE_VENDOR_PAYMENT`	Create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.	Read + write, Full access
Deactivate bank account `ZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNT`	Deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.	Read + write, Full access
Delete bank account `ZOHO_BOOKS_DELETE_BANK_ACCOUNT`	Delete a bank account from your organization.	Full access
Delete bank transaction `ZOHO_BOOKS_DELETE_BANK_TRANSACTION`	Delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.	Full access
Delete bill `ZOHO_BOOKS_DELETE_BILL`	Delete a specific bill. Use when you need to remove an existing bill after confirming its ID.	Full access
Delete bill attachment `ZOHO_BOOKS_DELETE_BILL_ATTACHMENT`	Delete an attachment from a specific bill.	Full access
Delete bill comment `ZOHO_BOOKS_DELETE_BILL_COMMENT`	Delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.	Full access
Delete bill payment `ZOHO_BOOKS_DELETE_BILL_PAYMENT`	Delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.	Full access
Delete bulk customer payments `ZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTS`	Bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.	Full access
Delete bulk vendor payments `ZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTS`	Bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.	Full access
Delete chart of account `ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT`	Delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.	Full access
Delete chart of account transaction `ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTION`	Delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.	Full access
Delete contact `ZOHO_BOOKS_DELETE_CONTACT`	Delete a specific contact. Use when you need to remove an existing contact after confirming its ID.	Full access
Delete contact address `ZOHO_BOOKS_DELETE_CONTACT_ADDRESS`	Delete an additional address from a contact.	Full access
Delete contact person `ZOHO_BOOKS_DELETE_CONTACT_PERSON`	Delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.	Full access
Delete credit note `ZOHO_BOOKS_DELETE_CREDIT_NOTE`	Delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.	Full access
Delete credit note comment `ZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENT`	Delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.	Full access
Delete credit note refund `ZOHO_BOOKS_DELETE_CREDIT_NOTE_REFUND`	Delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.	Full access
Delete currency `ZOHO_BOOKS_DELETE_CURRENCY`	Delete a specific currency from organization settings.	Full access
Delete customer payment `ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT`	Delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.	Full access
Delete customer payment refund `ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT_REFUND`	Delete a specific customer payment refund.	Full access
Delete employee `ZOHO_BOOKS_DELETE_EMPLOYEE`	Delete a specific employee. Use when you need to remove an existing employee after confirming its ID.	Full access
Delete estimate `ZOHO_BOOKS_DELETE_ESTIMATE`	Delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.	Full access
Delete exchange rate `ZOHO_BOOKS_DELETE_EXCHANGE_RATE`	Delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.	Full access
Delete expense `ZOHO_BOOKS_DELETE_EXPENSE`	Delete a specific expense. Use when you need to remove an existing expense after confirming its ID.	Full access
Delete expense receipt `ZOHO_BOOKS_DELETE_EXPENSE_RECEIPT`	Delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.	Full access
Delete invoice `ZOHO_BOOKS_DELETE_INVOICE`	Delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.	Full access
Delete invoice attachment `ZOHO_BOOKS_DELETE_INVOICE_ATTACHMENT`	Delete the last attached attachment from an invoice.	Full access
Delete invoice comment `ZOHO_BOOKS_DELETE_INVOICE_COMMENT`	Delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.	Full access
Delete invoice document `ZOHO_BOOKS_DELETE_INVOICE_DOCUMENT`	Delete a document/attachment from a specific invoice.	Full access
Delete invoice payment `ZOHO_BOOKS_DELETE_INVOICE_PAYMENT`	Delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.	Full access
Delete item `ZOHO_BOOKS_DELETE_ITEM`	Delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.	Full access
Delete journals `ZOHO_BOOKS_DELETE_JOURNALS`	Delete multiple journal entries in one request.	Full access
Delete journal comment v4 `ZOHO_BOOKS_DELETE_JOURNAL_COMMENT_V4`	Delete a journal comment using Zoho Books API v4 (Beta).	Full access
Delete journal document `ZOHO_BOOKS_DELETE_JOURNAL_DOCUMENT`	Delete a document/attachment from a journal entry.	Full access
Delete journal v4 `ZOHO_BOOKS_DELETE_JOURNAL_V4`	Delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.	Full access
Delete location `ZOHO_BOOKS_DELETE_LOCATION`	Delete a specific location. Use when you need to remove a location from the organization.	Full access
Delete project comment v4 `ZOHO_BOOKS_DELETE_PROJECT_COMMENT_V4`	Delete a project comment using v4 Beta API.	Full access
Delete project task `ZOHO_BOOKS_DELETE_PROJECT_TASK`	Delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.	Full access
Delete project v4 `ZOHO_BOOKS_DELETE_PROJECT_V4`	Delete a specific project using v4 Beta API.	Full access
Delete purchase order `ZOHO_BOOKS_DELETE_PURCHASE_ORDER`	Delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.	Full access
Delete purchase order attachment `ZOHO_BOOKS_DELETE_PURCHASE_ORDER_ATTACHMENT`	Delete an attachment from a purchase order.	Full access
Delete purchase order comment `ZOHO_BOOKS_DELETE_PURCHASE_ORDER_COMMENT`	Delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.	Full access
Delete recurring bill `ZOHO_BOOKS_DELETE_RECURRING_BILL`	Delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.	Full access
Delete recurring invoice `ZOHO_BOOKS_DELETE_RECURRING_INVOICE`	Delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.	Full access
Delete rule `ZOHO_BOOKS_DELETE_RULE`	Delete a bank account rule from your account.	Full access
Delete sales order comment `ZOHO_BOOKS_DELETE_SALES_ORDER_COMMENT`	Delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.	Full access
Delete sales receipt `ZOHO_BOOKS_DELETE_SALES_RECEIPT`	Delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.	Full access
Delete time entry `ZOHO_BOOKS_DELETE_TIME_ENTRY`	Delete a specific time entry from a project.	Full access
Delete vendor credit `ZOHO_BOOKS_DELETE_VENDOR_CREDIT`	Delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.	Full access
Delete vendor credit refund `ZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUND`	Delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.	Full access
Delete vendor payment `ZOHO_BOOKS_DELETE_VENDOR_PAYMENT`	Delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.	Full access
Disable contact payment reminder `ZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDER`	Disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.	Read + write, Full access
Disable invoice payment reminder `ZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDER`	Disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.	Read + write, Full access
Email contact statement `ZOHO_BOOKS_EMAIL_CONTACT_STATEMENT`	Email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.	Read + write, Full access
Email estimate `ZOHO_BOOKS_EMAIL_ESTIMATE`	Send an estimate email. Use after estimate creation to share it with the customer.	Read + write, Full access
Email invoice `ZOHO_BOOKS_EMAIL_INVOICE`	Send an invoice email. Use after invoice creation to share it with the customer.	Read + write, Full access
Enable contact payment reminder `ZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDER`	Enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.	Read + write, Full access
Enable contact portal `ZOHO_BOOKS_ENABLE_CONTACT_PORTAL`	Enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.	Read + write, Full access
Enable invoice payment reminder `ZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDER`	Enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.	Read + write, Full access
Exclude bank transaction `ZOHO_BOOKS_EXCLUDE_BANK_TRANSACTION`	Exclude an uncategorized bank transaction.	Read + write, Full access
Export bulk estimates pdf `ZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDF`	Export multiple estimates to a single PDF.	All levels
Export sales orders pdf `ZOHO_BOOKS_EXPORT_SALES_ORDERS_PDF`	Export multiple sales orders to a single PDF.	All levels
Get all tag options `ZOHO_BOOKS_GET_ALL_TAG_OPTIONS`	Retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.	Read + write, Full access
Get bank account `ZOHO_BOOKS_GET_BANK_ACCOUNT`	Fetch details of a specific bank account. Use when you need full metadata of one account by ID.	Read + write, Full access
Get base currency adjustment `ZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENT`	Fetch details of a specific base currency adjustment.	Read + write, Full access
Get bill `ZOHO_BOOKS_GET_BILL`	Fetch details of a specific bill. Use after confirming the organization context.	Read + write, Full access
Get bill attachment `ZOHO_BOOKS_GET_BILL_ATTACHMENT`	Fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.	Read + write, Full access
Get chart of account `ZOHO_BOOKS_GET_CHART_OF_ACCOUNT`	Fetch details of a specific chart of account.	Read + write, Full access
Get contact `ZOHO_BOOKS_GET_CONTACT`	Fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.	Read + write, Full access
Get contact address `ZOHO_BOOKS_GET_CONTACT_ADDRESS`	Retrieve all addresses associated with a contact.	Read + write, Full access
Get contact person `ZOHO_BOOKS_GET_CONTACT_PERSON`	Retrieve details of a specific contact person.	Read + write, Full access
Get contact statement mail `ZOHO_BOOKS_GET_CONTACT_STATEMENT_MAIL`	Retrieve the pre-populated email content for a contact statement.	Read + write, Full access
Get credit note `ZOHO_BOOKS_GET_CREDIT_NOTE`	Fetch details of a specific credit note by ID.	Read + write, Full access
Get currency `ZOHO_BOOKS_GET_CURRENCY`	Retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.	Read + write, Full access
Get estimate `ZOHO_BOOKS_GET_ESTIMATE`	Fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.	Read + write, Full access
Get estimate email `ZOHO_BOOKS_GET_ESTIMATE_EMAIL`	Retrieve the pre-populated email content for an estimate.	Read + write, Full access
Get expense `ZOHO_BOOKS_GET_EXPENSE`	Fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.	Read + write, Full access
Get invoice `ZOHO_BOOKS_GET_INVOICE`	Fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.	Read + write, Full access
Get invoice attachment `ZOHO_BOOKS_GET_INVOICE_ATTACHMENT`	Fetch the last attached attachment from a specific invoice.	Read + write, Full access
Get invoice email `ZOHO_BOOKS_GET_INVOICE_EMAIL`	Retrieve the pre-populated email content for an invoice.	Read + write, Full access
Get item `ZOHO_BOOKS_GET_ITEM`	Fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.	Read + write, Full access
Get journals list v4 `ZOHO_BOOKS_GET_JOURNALS_LIST_V4`	Retrieve a paginated list of journals using Zoho Books v4 Beta API.	Read + write, Full access
Get journal credits list v4 `ZOHO_BOOKS_GET_JOURNAL_CREDITS_LIST_V4`	Retrieve the list of available journal credits for a specific journal using v4 Beta API.	Read + write, Full access
Get journal details v4 `ZOHO_BOOKS_GET_JOURNAL_DETAILS_V4`	Fetch details of a specific journal entry from Zoho Books API v4 (Beta).	Read + write, Full access
Get last imported statement `ZOHO_BOOKS_GET_LAST_IMPORTED_STATEMENT`	Get details of previously imported statement for a bank account.	Read + write, Full access
Get matching bank transactions `ZOHO_BOOKS_GET_MATCHING_BANK_TRANSACTIONS`	Retrieve potential matching transactions for an uncategorized bank transaction.	Read + write, Full access
Get opening balance `ZOHO_BOOKS_GET_OPENING_BALANCE`	Retrieve opening balance for an organization.	Read + write, Full access
Get organization `ZOHO_BOOKS_GET_ORGANIZATION`	Fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.	Read + write, Full access
Get payment reminder mail content for invoice `ZOHO_BOOKS_GET_PAYMENT_REMINDER_MAIL_CONTENT_FOR_INVOICE`	Retrieve the pre-populated payment reminder email content for an invoice.	Read + write, Full access
Get project `ZOHO_BOOKS_GET_PROJECT`	Fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.	Read + write, Full access
Get project user `ZOHO_BOOKS_GET_PROJECT_USER`	Fetch details of a specific user associated with a project.	Read + write, Full access
Get purchase order `ZOHO_BOOKS_GET_PURCHASE_ORDER`	Fetch details of a specific purchase order.	Read + write, Full access
Get recurring invoice `ZOHO_BOOKS_GET_RECURRING_INVOICE`	Retrieve a single recurring invoice profile's full configuration by ID.	Read + write, Full access
Get sales order `ZOHO_BOOKS_GET_SALES_ORDER`	Fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.	Read + write, Full access
Get sales order attachment `ZOHO_BOOKS_GET_SALES_ORDER_ATTACHMENT`	Fetch an attachment from a specific sales order.	Read + write, Full access
Get sales order email content `ZOHO_BOOKS_GET_SALES_ORDER_EMAIL_CONTENT`	Retrieve the pre-populated email content for a sales order.	Read + write, Full access
Get user `ZOHO_BOOKS_GET_USER`	Fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.	Read + write, Full access
Get vendor credit refund `ZOHO_BOOKS_GET_VENDOR_CREDIT_REFUND`	Fetch details of a specific vendor credit refund.	Read + write, Full access
Import bank statements `ZOHO_BOOKS_IMPORT_BANK_STATEMENTS`	Import bank or credit card statement transactions in bulk.	Read + write, Full access
List bank accounts `ZOHO_BOOKS_LIST_BANK_ACCOUNTS`	List bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.	Read + write, Full access
List bank rules `ZOHO_BOOKS_LIST_BANK_RULES`	List all rules created for a bank or credit card account.	Read + write, Full access
List bank transactions `ZOHO_BOOKS_LIST_BANK_TRANSACTIONS`	List bank transactions with optional filters.	Read + write, Full access
List base currency adjustments `ZOHO_BOOKS_LIST_BASE_CURRENCY_ADJUSTMENTS`	List base currency adjustments for an organization.	Read + write, Full access
List bills `ZOHO_BOOKS_LIST_BILLS`	Retrieve a paginated list of bills. Use when listing bills with filters and pagination.	Read + write, Full access
List bill comments and history `ZOHO_BOOKS_LIST_BILL_COMMENTS_AND_HISTORY`	List comments and history entries for a bill.	Read + write, Full access
List bill payments `ZOHO_BOOKS_LIST_BILL_PAYMENTS`	List payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.	Read + write, Full access
List chart of accounts `ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS`	List chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.	Read + write, Full access
List chart of account transactions `ZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONS`	List transactions for a specific chart of account.	Read + write, Full access
List contacts `ZOHO_BOOKS_LIST_CONTACTS`	Retrieve a paginated list of contacts with optional filters.	Read + write, Full access
List contact comments `ZOHO_BOOKS_LIST_CONTACT_COMMENTS`	Retrieve recent activities and comments for a specific contact.	Read + write, Full access
List contact persons `ZOHO_BOOKS_LIST_CONTACT_PERSONS`	Retrieve a paginated list of contact persons from Zoho Books.	Read + write, Full access
List contact refunds `ZOHO_BOOKS_LIST_CONTACT_REFUNDS`	List refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.	Read + write, Full access
List credit notes `ZOHO_BOOKS_LIST_CREDIT_NOTES`	Retrieve a paginated list of credit notes with optional filters.	Read + write, Full access
List credit note refunds `ZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDS`	Retrieve a paginated list of credit note refunds with filters.	Read + write, Full access
List currencies `ZOHO_BOOKS_LIST_CURRENCIES`	List currencies configured for the organization.	Read + write, Full access
List customer payments `ZOHO_BOOKS_LIST_CUSTOMER_PAYMENTS`	List customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.	Read + write, Full access
List customer payment refunds `ZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDS`	List refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.	Read + write, Full access
List employees `ZOHO_BOOKS_LIST_EMPLOYEES`	Retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.	Read + write, Full access
List estimates `ZOHO_BOOKS_LIST_ESTIMATES`	Retrieve a paginated list of estimates with optional filters.	Read + write, Full access
List estimate comments and history `ZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORY`	Retrieve comments and history for a specific estimate.	Read + write, Full access
List estimate templates `ZOHO_BOOKS_LIST_ESTIMATE_TEMPLATES`	Retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.	Read + write, Full access
List expenses `ZOHO_BOOKS_LIST_EXPENSES`	Retrieve a paginated list of expenses with filters and search.	Read + write, Full access
List expense comments `ZOHO_BOOKS_LIST_EXPENSE_COMMENTS`	Retrieve history and comments for a specific expense.	Read + write, Full access
List fixed assets `ZOHO_BOOKS_LIST_FIXED_ASSETS`	Retrieve a paginated list of fixed assets from Zoho Books.	Read + write, Full access
List fixed asset types `ZOHO_BOOKS_LIST_FIXED_ASSET_TYPES`	Retrieve a paginated list of fixed asset types from Zoho Books.	Read + write, Full access
List invoices `ZOHO_BOOKS_LIST_INVOICES`	Retrieve a paginated list of invoices with filters and search.	Read + write, Full access
List invoice comments and history `ZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORY`	List comments and history entries for an invoice.	Read + write, Full access
List invoice credits applied `ZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIED`	List credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.	Read + write, Full access
List invoice payments `ZOHO_BOOKS_LIST_INVOICE_PAYMENTS`	List payments recorded against an invoice.	Read + write, Full access
List invoice templates `ZOHO_BOOKS_LIST_INVOICE_TEMPLATES`	Retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.	Read + write, Full access
List items `ZOHO_BOOKS_LIST_ITEMS`	Retrieve a paginated list of items from Zoho Books.	Read + write, Full access
List item details `ZOHO_BOOKS_LIST_ITEM_DETAILS`	Bulk fetch details for multiple items from Zoho Books using their IDs.	Read + write, Full access
List journal templates `ZOHO_BOOKS_LIST_JOURNAL_TEMPLATES`	List journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.	Read + write, Full access
List locations `ZOHO_BOOKS_LIST_LOCATIONS`	List all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.	Read + write, Full access
List organizations `ZOHO_BOOKS_LIST_ORGANIZATIONS`	List all organizations for the authenticated user.	Read + write, Full access
List projects `ZOHO_BOOKS_LIST_PROJECTS`	Retrieve a paginated list of projects with optional filters.	Read + write, Full access
List project users `ZOHO_BOOKS_LIST_PROJECT_USERS`	Retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.	Read + write, Full access
List purchase orders `ZOHO_BOOKS_LIST_PURCHASE_ORDERS`	Retrieve a paginated list of purchase orders.	Read + write, Full access
List recurring bill history `ZOHO_BOOKS_LIST_RECURRING_BILL_HISTORY`	List comments and history entries for a recurring bill.	Read + write, Full access
List recurring invoice history `ZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORY`	Retrieve comments and history for a specific recurring invoice.	Read + write, Full access
List reporting tags `ZOHO_BOOKS_LIST_REPORTING_TAGS`	Retrieve all reporting tags from Zoho Books.	Read + write, Full access
List retainer invoices `ZOHO_BOOKS_LIST_RETAINER_INVOICES`	Retrieve a paginated list of retainer invoices with filters and sorting.	Read + write, Full access
List sales orders `ZOHO_BOOKS_LIST_SALES_ORDERS`	Retrieve a paginated list of sales orders.	Read + write, Full access
List sales order comments and history `ZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORY`	List comments and history entries for a sales order.	Read + write, Full access
List sales receipts `ZOHO_BOOKS_LIST_SALES_RECEIPTS`	Retrieve a paginated list of sales receipts with filters.	Read + write, Full access
List tasks `ZOHO_BOOKS_LIST_TASKS`	Retrieve a paginated list of tasks for a specific project.	Read + write, Full access
List taxes `ZOHO_BOOKS_LIST_TAXES`	Retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.	Read + write, Full access
List tax exemptions `ZOHO_BOOKS_LIST_TAX_EXEMPTIONS`	Retrieve a list of tax exemptions from Zoho Books.	Read + write, Full access
List users `ZOHO_BOOKS_LIST_USERS`	Retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.	Read + write, Full access
List vendor credits `ZOHO_BOOKS_LIST_VENDOR_CREDITS`	Retrieve a paginated list of vendor credits with filters and search.	Read + write, Full access
List vendor credit refunds `ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS`	Retrieve a paginated list of vendor credit refunds with filters.	Read + write, Full access
List vendor credit refunds2 `ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2`	List refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.	Read + write, Full access
List vendor payments `ZOHO_BOOKS_LIST_VENDOR_PAYMENTS`	Retrieve a paginated list of vendor payments with filters and search.	Read + write, Full access
List vendor payment refunds `ZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDS`	List refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.	Read + write, Full access
Mark bill open `ZOHO_BOOKS_MARK_BILL_OPEN`	Mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).	Read + write, Full access
Mark bill void `ZOHO_BOOKS_MARK_BILL_VOID`	Mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.	Full access
Mark contact as active `ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE`	Mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.	Read + write, Full access
Mark contact as inactive `ZOHO_BOOKS_MARK_CONTACT_AS_INACTIVE`	Mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.	Read + write, Full access
Mark estimate as sent `ZOHO_BOOKS_MARK_ESTIMATE_AS_SENT`	Mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.	Read + write, Full access
Mark invoice as sent `ZOHO_BOOKS_MARK_INVOICE_AS_SENT`	Mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.	Read + write, Full access
Mark item as active `ZOHO_BOOKS_MARK_ITEM_AS_ACTIVE`	Mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.	Read + write, Full access
Mark item inactive `ZOHO_BOOKS_MARK_ITEM_INACTIVE`	Mark an item as inactive. Use when you need to deactivate an item after confirming its ID.	Read + write, Full access
Mark location active `ZOHO_BOOKS_MARK_LOCATION_ACTIVE`	Mark a location as active. Use when you need to activate a previously inactive location.	Read + write, Full access
Mark location inactive `ZOHO_BOOKS_MARK_LOCATION_INACTIVE`	Mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.	Read + write, Full access
Mark location primary `ZOHO_BOOKS_MARK_LOCATION_PRIMARY`	Mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.	Read + write, Full access
Mark project active `ZOHO_BOOKS_MARK_PROJECT_ACTIVE`	Mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.	Read + write, Full access
Mark reporting tag as active `ZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVE`	Mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.	Read + write, Full access
Mark reporting tag as inactive `ZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVE`	Mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.	Read + write, Full access
Mark reporting tag default option `ZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTION`	Mark an option as default for a reporting tag.	Read + write, Full access
Mark retainer invoice sent `ZOHO_BOOKS_MARK_RETAINER_INVOICE_SENT`	Mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.	Read + write, Full access
Mark sales order void `ZOHO_BOOKS_MARK_SALES_ORDER_VOID`	Mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.	Full access
Mark tag option active `ZOHO_BOOKS_MARK_TAG_OPTION_ACTIVE`	Mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.	Read + write, Full access
Mark tag option as inactive `ZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVE`	Mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.	Read + write, Full access
Mark user inactive `ZOHO_BOOKS_MARK_USER_INACTIVE`	Mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.	Read + write, Full access
Mark vendor credit void `ZOHO_BOOKS_MARK_VENDOR_CREDIT_VOID`	Void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.	Full access
Open sales order `ZOHO_BOOKS_OPEN_SALES_ORDER`	Mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.	Read + write, Full access
Print bulk estimates `ZOHO_BOOKS_PRINT_BULK_ESTIMATES`	Bulk print up to 25 estimates as a single PDF.	All levels
Print bulk sales orders `ZOHO_BOOKS_PRINT_BULK_SALES_ORDERS`	Bulk print up to 25 sales orders as a single PDF.	All levels
Remind customer invoice `ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE`	Send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.	Read + write, Full access
Resume recurring invoice `ZOHO_BOOKS_RESUME_RECURRING_INVOICE`	Resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.	Read + write, Full access
Send bulk invoice reminder `ZOHO_BOOKS_SEND_BULK_INVOICE_REMINDER`	Send payment reminders for multiple invoices at once.	Read + write, Full access
Send contact email `ZOHO_BOOKS_SEND_CONTACT_EMAIL`	Send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.	Read + write, Full access
Stop recurring invoice `ZOHO_BOOKS_STOP_RECURRING_INVOICE`	Stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.	Full access
Untrack contact1099 `ZOHO_BOOKS_UNTRACK_CONTACT1099`	Untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.	Read + write, Full access
Update bank transaction `ZOHO_BOOKS_UPDATE_BANK_TRANSACTION`	Update an existing bank transaction in Zoho Books.	Read + write, Full access
Update bill `ZOHO_BOOKS_UPDATE_BILL`	Update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.	Read + write, Full access
Update contact `ZOHO_BOOKS_UPDATE_CONTACT`	Update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.	Read + write, Full access
Update contact person `ZOHO_BOOKS_UPDATE_CONTACT_PERSON`	Update an existing contact person in Zoho Books.	Read + write, Full access
Update credit note refund `ZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUND`	Update details of a specific credit note refund.	Read + write, Full access
Update currency `ZOHO_BOOKS_UPDATE_CURRENCY`	Update an existing currency in Zoho Books.	Read + write, Full access
Update custom fields in item `ZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEM`	Update custom field values in an existing item.	Read + write, Full access
Update estimate `ZOHO_BOOKS_UPDATE_ESTIMATE`	Update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.	Read + write, Full access
Update estimate billing address `ZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESS`	Update the billing address of an estimate.	Read + write, Full access
Update estimate shipping address `ZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESS`	Update the shipping address for an estimate.	Read + write, Full access
Update estimate template `ZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATE`	Update the template associated with an estimate.	Read + write, Full access
Update invoice `ZOHO_BOOKS_UPDATE_INVOICE`	Update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books, change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.	Read + write, Full access
Update invoice attachment preference `ZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCE`	Update attachment preference for an invoice.	Read + write, Full access
Update invoice billing address `ZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESS`	Update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.	Read + write, Full access
Update invoice shipping address `ZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESS`	Update the shipping address of a specific invoice.	Read + write, Full access
Update invoice template `ZOHO_BOOKS_UPDATE_INVOICE_TEMPLATE`	Update the template associated with an invoice.	Read + write, Full access
Update item `ZOHO_BOOKS_UPDATE_ITEM`	Update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.	Read + write, Full access
Update journal `ZOHO_BOOKS_UPDATE_JOURNAL`	Update a journal entry in Zoho Books. Use when modifying existing journal entries, changing line items, dates, amounts, or other journal fields.	Read + write, Full access
Update location `ZOHO_BOOKS_UPDATE_LOCATION`	Update an existing location in Zoho Books.	Read + write, Full access
Update organization `ZOHO_BOOKS_UPDATE_ORGANIZATION`	Update an organization's settings and details.	Read + write, Full access
Update project `ZOHO_BOOKS_UPDATE_PROJECT`	Update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.	Read + write, Full access
Update project user `ZOHO_BOOKS_UPDATE_PROJECT_USER`	Update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.	Read + write, Full access
Update purchase order billing address `ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESS`	Update the billing address of a purchase order.	Read + write, Full access
Update purchase order comment `ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENT`	Update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.	Read + write, Full access
Update recurring bill `ZOHO_BOOKS_UPDATE_RECURRING_BILL`	Update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.	Read + write, Full access
Update recurring invoice template `ZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATE`	Update the template associated with a recurring invoice.	Read + write, Full access
Update reporting tag `ZOHO_BOOKS_UPDATE_REPORTING_TAG`	Update an existing reporting tag in Zoho Books.	Read + write, Full access
Update reporting tag options `ZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONS`	Update reporting tag options in Zoho Books.	Read + write, Full access
Update sales order `ZOHO_BOOKS_UPDATE_SALES_ORDER`	Update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.	Read + write, Full access
Update sales order attachment preference `ZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCE`	Update attachment preference for a sales order.	Read + write, Full access
Update sales order billing address `ZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESS`	Update the billing address of a sales order.	Read + write, Full access
Update sales order shipping address `ZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESS`	Update the shipping address of a specific sales order.	Read + write, Full access
Update sales order template `ZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATE`	Update the template associated with a sales order.	Read + write, Full access
Update user `ZOHO_BOOKS_UPDATE_USER`	Update an existing user in Zoho Books. Use when modifying user details like name, email, or role.	Read + write, Full access
Update vendor payment refund `ZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUND`	Update a vendor payment refund in Zoho Books.	Read + write, Full access
Void invoice `ZOHO_BOOKS_VOID_INVOICE`	Mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.	Full access
Write off invoice `ZOHO_BOOKS_WRITE_OFF_INVOICE`	Write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.	Read + write, Full access

What agents can't do in Zoho Books (yet)

Anything not in the table above. The tools mirror what Zoho Books makes available to connected apps. If Zoho Books doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Zoho Books for …”, “create … in Zoho Books”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Zoho Books isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Zoho Books ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant