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Chart Of Accounts

Chart Of Accounts

The Chart of Accounts in Zoho Books consists of a wide range of accounts that are generally used with any type of business. The accounts are classified into different types such as Income, Expense, Equity, Liability & Assets.

Attribute

account_id
string
ID of the Account
account_name
string
Name of the account
account_code
string
Code Associated with the Account
is_active
boolean
Check if account is Active or Inactive
account_type
string
Type of the account. Allowed Values: other_asset, other_current_asset, cash, bank, fixed_asset, other_current_liability, credit_card, long_term_liability, other_liability, equity, income, other_income, expense, cost_of_goods_sold, other_expense, accounts_receivable and accounts_payable.
currency_id
string
ID of the account currency.
currency_code
string
Code of the Currency Associated with the Account
description
string
Description of the account
is_system_account
boolean
Check if it is an System Account
is_involved_in_transaction
boolean
Check if account is involved in transaction
can_show_in_ze
boolean
include_in_vat_return
boolean
🇬🇧 United Kingdom
only
Boolean to include an account in VAT returns.
custom_fields
array
Show Sub-Attributes arrow
customfield_id
string
ID of the Custom Field
value
string
Value of the Custom Field
parent_account_id
string
ID of the Parent Account
documents
array
created_time
string
Created Time associated with the Entity
last_modified_time
string
Last Modified time associated with the entity

Example

{ "account_id": "460000000038079", "account_name": "Notes Payable", "account_code": "string", "is_active": true, "account_type": "long_term_liability", "currency_id": "460000000000097", "currency_code": "INR", "description": "A Liability account which can be paid off in a time period longer than one year.", "is_system_account": true, "is_involved_in_transaction": false, "can_show_in_ze": false, "include_in_vat_return": true, "custom_fields": [ { "customfield_id": "460000000080163", "value": "Normal" } ], "parent_account_id": "460000000009097", "documents": [ "string" ], "created_time": "2013-01-17T15:27:23+0530", "last_modified_time": "2013-01-17T15:27:23+0530" }

Create an account

Creates an account with the given account type.
oauthscope : ZohoBooks.accountants.CREATE

Arguments

account_name
string
Name of the account
account_code
string
Code Associated with the Account
account_type
string
Type of the account. Allowed Values: other_asset, other_current_asset, cash, bank, fixed_asset, other_current_liability, credit_card, long_term_liability, other_liability, equity, income, other_income, expense, cost_of_goods_sold, other_expense, accounts_receivable and accounts_payable.
currency_id
string
ID of the account currency.
description
string
Description of the account
show_on_dashboard
boolean
can_show_in_ze
boolean
include_in_vat_return
boolean
🇬🇧 United Kingdom
only
Boolean to include an account in VAT returns.
custom_fields
array
Show Sub-Attributes arrow
customfield_id
string
ID of the Custom Field
value
string
Value of the Custom Field
parent_account_id
string
ID of the Parent Account

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts -X POST -d '{"field":"value","field":"value"}'

Body Parameters

Click to copy
{ "account_name": "Notes Payable", "account_code": "string", "account_type": "long_term_liability", "currency_id": "460000000000097", "description": "A Liability account which can be paid off in a time period longer than one year.", "show_on_dashboard": false, "can_show_in_ze": false, "include_in_vat_return": true, "custom_fields": [ { "customfield_id": "460000000080163", "value": "Normal" } ], "parent_account_id": "460000000009097" }

Response Example

{ "code": 0, "message": "The account has been created.", "chart_of_account": { "account_id": "460000000038079", "account_name": "Notes Payable", "account_code": "string", "is_active": true, "account_type": "long_term_liability", "currency_id": "460000000000097", "currency_code": "INR", "description": "A Liability account which can be paid off in a time period longer than one year.", "is_system_account": true, "is_involved_in_transaction": false, "can_show_in_ze": false, "include_in_vat_return": true, "custom_fields": [ { "customfield_id": "460000000080163", "value": "Normal" } ], "parent_account_id": "460000000009097", "documents": [ "string" ], "created_time": "2013-01-17T15:27:23+0530", "last_modified_time": "2013-01-17T15:27:23+0530" } }

List chart of accounts

List all chart of accounts along with pagination.
oauthscope : ZohoBooks.accountants.READ

Query Parameters

showbalance
Boolean to get current balance of accounts.
filter_by
Filter accounts based on its account type and status. Allowed Values: AccountType.All, AccountType.Active, AccountType.Inactive, AccountType.Asset, AccountType.Liability, AccountType.Equity, AccountType.Income and AccountType.Expense.
sort_column
Sort accounts. Allowed Values: account_name and account_type.
last_modified_time

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts -H "Authorization: Zoho-oauthtoken 1000.41d9f2cfbd1b7a8f9e314b7aff7bc2d1.8fcc9810810a216793f385b9dd6e125f"

Response Example

{ "code": 0, "message": "success", "chartofaccounts": [ { "account_id": "460000000038079", "account_name": "Notes Payable", "account_code": "string", "account_type": "long_term_liability", "is_user_created": true, "is_system_account": true, "is_standalone_account": false, "is_active": true, "can_show_in_ze": false, "is_involved_in_transaction": false, "current_balance": null, "parent_account_id": "460000000009097", "parent_account_name": " ", "depth": "string", "has_attachment": false, "is_child_present": "string", "child_count": "string", "documents": [ "string" ], "created_time": "2013-01-17T15:27:23+0530", "last_modified_time": "2013-01-17T15:27:23+0530" }, {...}, {...} ] }

Update an account

Updates the account information.
oauthscope : ZohoBooks.accountants.UPDATE

Arguments

account_name
string
Name of the account
account_code
string
Code Associated with the Account
account_type
string
Type of the account. Allowed Values: other_asset, other_current_asset, cash, bank, fixed_asset, other_current_liability, credit_card, long_term_liability, other_liability, equity, income, other_income, expense, cost_of_goods_sold, other_expense, accounts_receivable and accounts_payable.
currency_id
string
ID of the account currency.
description
string
Description of the account
show_on_dashboard
boolean
can_show_in_ze
boolean
include_in_vat_return
boolean
🇬🇧 United Kingdom
only
Boolean to include an account in VAT returns.
custom_fields
array
Show Sub-Attributes arrow
customfield_id
string
ID of the Custom Field
value
string
Value of the Custom Field
parent_account_id
string
ID of the Parent Account

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/{account_id} -X PUT -d '{"field":"value","field":"value"}'

Body Parameters

Click to copy
{ "account_name": "Notes Payable", "account_code": "string", "account_type": "long_term_liability", "currency_id": "460000000000097", "description": "A Liability account which can be paid off in a time period longer than one year.", "show_on_dashboard": false, "can_show_in_ze": false, "include_in_vat_return": true, "custom_fields": [ { "customfield_id": "460000000080163", "value": "Normal" } ], "parent_account_id": "460000000009097" }

Response Example

{ "code": 0, "message": "The details of the account have been updated.", "chart_of_account": { "account_id": "460000000038079", "account_name": "Notes Payable", "account_code": "string", "is_active": true, "account_type": "long_term_liability", "currency_id": "460000000000097", "currency_code": "INR", "description": "A Liability account which can be paid off in a time period longer than one year.", "is_system_account": true, "is_involved_in_transaction": false, "can_show_in_ze": false, "include_in_vat_return": true, "custom_fields": [ { "customfield_id": "460000000080163", "value": "Normal" } ], "parent_account_id": "460000000009097", "documents": [ "string" ], "created_time": "2013-01-17T15:27:23+0530", "last_modified_time": "2013-01-17T15:27:23+0530" } }

Get an account

Gets the details of an account.
oauthscope : ZohoBooks.accountants.READ

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/{account_id}

Response Example

{ "code": 0, "message": "success", "account_id": "460000000038079", "account_name": "Notes Payable", "account_code": "string", "is_active": true, "account_type": "long_term_liability", "currency_id": "460000000000097", "currency_code": "INR", "description": "A Liability account which can be paid off in a time period longer than one year.", "is_system_account": true, "is_involved_in_transaction": false, "can_show_in_ze": false, "include_in_vat_return": true, "custom_fields": [ { "customfield_id": "460000000080163", "value": "Normal" } ], "closing_balance": 0, "parent_account_id": "460000000009097", "documents": [ "string" ], "created_time": "2013-01-17T15:27:23+0530", "last_modified_time": "2013-01-17T15:27:23+0530" }

Delete an account

Deletes the given account. Accounts associated in any transaction/products could not be deleted.
oauthscope : ZohoBooks.accountants.DELETE

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/{account_id} -X DELETE

Response Example

{ "code": 0, "message": "The account has been deleted." }

Mark an account as active

Updates the account status as active.
oauthscope : ZohoBooks.accountants.CREATE

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/{account_id}/active -X POST

Response Example

{ "code": 0, "message": "The account has been marked as active." }

Mark an account as inactive

Updates the account status as inactive.
oauthscope : ZohoBooks.accountants.CREATE

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/{account_id}/inactive -X POST

Response Example

{ "code": 0, "message": "The account has been marked as inactive." }

List of transactions for an account

List all involved transactions for the given account.
oauthscope : ZohoBooks.accountants.READ

Query Parameters

account_id
(Required)
ID of the Account
date
Search account transactions with the given date range. Default date format is yyyy-mm-dd. Variants: date.start, date.end, date.before and date.after.
amount
Search account transactions with given amount range. Variants: amount.less_than, amount.less_equals, amount.greater_than and amount.greater_equals.
filter_by
Filter accounts based on its account type and status. Allowed Values: AccountType.All, AccountType.Active, AccountType.Inactive, AccountType.Asset, AccountType.Liability, AccountType.Equity, AccountType.Income and AccountType.Expense.
transaction_type
Search transactions based on the given transaction type. Allowed Values: invoice, customer_payment, bills, vendor_payment, credit_notes, creditnote_refund, expense, card_payment, purchase_or_charges, journal, deposit, refund, transfer_fund, base_currency_adjustment, opening_balance, sales_without_invoices, expense_refund, tax_refund, receipt_from_initial_debtors, owner_contribution, interest_income, other_income, owner_drawings and payment_to_initial_creditors.
sort_column
Sort accounts. Allowed Values: account_name and account_type.

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/transactions -H "Authorization: Zoho-oauthtoken 1000.41d9f2cfbd1b7a8f9e314b7aff7bc2d1.8fcc9810810a216793f385b9dd6e125f"

Response Example

{ "code": 0, "message": "success", "transactions": [ { "categorized_transaction_id": "460000000052051", "transaction_type": "customer_payment", "transaction_status": "string", "transaction_source": "string", "transaction_id": "460000000050163", "transaction_date": "2013-10-04", "account_id": "460000000038079", "customer_id": "460000000044001", "payee": "Richards Electric Company", "description": "A Liability account which can be paid off in a time period longer than one year.", "entry_number": "INV-00004", "currency_id": "460000000000097", "currency_code": "INR", "debit_or_credit": "credit", "offset_account_name": "string", "reference_number": "string", "reconcile_status": "string", "debit_amount": "string", "credit_amount": 25 }, {...}, {...} ] }

Delete a transaction

Deletes the transaction.
oauthscope : ZohoBooks.accountants.DELETE

Request Example

Click to copy
$ curl https://books.zoho.com/api/v3/chartofaccounts/transactions/{transaction_id} -X DELETE

Response Example

{ "code": 0, "message": "The transaction has been deleted." }