Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Tools
Accept Estimate
Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.
Bulk Export Invoices Pdf
Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.
Bulk Print Invoices
Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.
Categorize Uncategorized Transaction
Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.
Create Bank Account
Tool to 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.
Create Bank Transaction
Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs.