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• organizations
  • Create an organization
    POST
  • List organizations
    GET
  • Update an organization
    PUT
  • Get an organization
    GET
• estimates
  • Create an Estimate
    POST
  • List estimates
    GET
  • Update an Estimate
    PUT
  • Get an estimate
    GET
  • Delete an Estimate
    DELETE
  • Update custom field in existing estimates
    PUT
  • Mark an estimate as sent
    POST
  • Mark an estimate as accepted
    POST
  • Mark an estimate as declined
    POST
  • Submit an estimate for approval
    POST
  • Approve an estimate.
    POST
  • Email an estimate
    POST
  • Get estimate email content
    GET
  • Email multiple estimates
    POST
  • Bulk export estimates
    GET
  • Bulk print estimates
    GET
  • Update billing address
    PUT
  • Update shipping address
    PUT
  • List estimate template
    GET
  • Update estimate template
    PUT
  • List estimate comments & history
    GET
  • Add Comments
    POST
  • Update comment
    PUT
  • Delete a comment
    DELETE
• contacts
  • update an Estimate using a custom field's unique value
  • Create a Contact
  • List Contacts
  • Update a contact using a custom field's unique value
  • Update a Contact
  • Get Contact
  • Delete a Contact
  • Mark as Active
  • Mark as Inactive
  • Enable Portal Access
  • Enable Payment Reminders
  • Disable Payment Reminders
  • Email Statement
  • Get Statement Mail Content
  • Email Contact
  • List Comments
  • Get Contact Addresses
  • Add Additional Address
  • Edit Additional Address
  • Delete Additional Address
  • List Refunds
  • Track 1099
  • Untrack 1099
  • Get Unused Retainer Payments
• contact-persons
  • Create a contact person
  • Update a contact person
  • Delete a contact person
  • List contact persons
  • Get a contact person
  • Mark as primary contact person
• sales-order
  • Create a sales order
  • List sales orders
  • Update a sales order using a custom field's unique value
  • Update a sales order
  • Get a sales order
  • Delete a sales order
  • Update custom field in existing salesorders
  • Mark a sales order as open
  • Mark a sales order as void
  • Update a sales order sub status
  • Email a sales order
  • Get sales order email content
  • Submit a sales order for approval
  • Approve a sales order.
  • Bulk export sales orders
  • Bulk print sales orders
  • Update billing address
  • Update shipping address
  • List sales order templates
  • Update sales order template
  • Get a sales order attachment
  • Add attachment to a sales order
  • Update attachment preference
  • Delete an attachment
  • List sales order comments & history
  • Add comment
  • Update comment
  • Delete a comment
• sales-receipt
  • Create a sales receipt
  • List sales receipts
  • Update a sales receipt
  • Get a sales receipt
  • Delete a sales receipt
  • Email a sales receipt
• customer-debit-notes
  • Create a customer debit note
  • List customer debit notes
  • Update a customer debit note
  • Get a customer debit note
  • Delete a customer debit note
• invoices
  • Update an invoice
  • Get an invoice
  • Delete an invoice
  • Mark an invoice as sent
  • Void an invoice
  • Mark as draft
  • Email multiple invoices
  • Create an instant invoice
  • Associate invoices with sales order
  • Submit an invoice for approval
  • Approve an invoice.
  • Get invoice email content
  • Email an invoice
  • Remind Customer
  • Get payment reminder mail content
  • Bulk invoice reminder
  • Bulk export Invoices
  • Bulk print invoices
  • Disable payment reminder
  • Enable payment reminder
  • Write off invoice
  • Cancel write off
  • Update billing address
  • Update shipping address
  • List invoice templates
  • Update invoice template
  • List invoice payments
  • List credits applied
  • Apply credits
  • Delete a payment
  • Delete applied credit
  • Get last attached attachment
  • Add attachment to an invoice
  • Update attachment preference
  • Delete last attached attachment
  • Retrieve Invoice Document
  • Delete Invoice attachment
  • Delete the expense receipt
  • Update custom field in existing invoices
  • List invoice comments & history
  • Add comment
  • Update comment
  • Delete a comment
  • Generate payment link
• recurring-invoices
  • Create a Recurring Invoice
  • List all Recurring Invoice
  • Update a recurring invoice using a custom field's unique value
  • Update Recurring Invoice
  • Get a Recurring Invoice
  • Delete a Recurring Invoice
  • Stop a Recurring Invoice
  • Resume a Recurring Invoice
  • Update Recurring Invoice template
  • List Recurring Invoice History
• credit-notes
  • Create a credit note
  • List all Credit Notes
  • Update a credit note using a custom field's unique value
  • Update a credit note
  • Get a credit note
  • Delete a credit note
  • Email a credit note
  • Get email content
  • Void a Credit Note
  • Convert Credit Note to Draft.
  • Convert to Open
  • Submit a credit note for approval
  • Approve a credit note.
  • Email history
  • Update billing address
  • Update Shipping address
  • List credit note template
  • Update a credit note template
  • List invoices credited
  • Credit to an invoice
  • Delete invoices credited
  • List credit note comments & history
  • Add a comment
  • Delete a Comment
  • List credit note refunds
  • List refunds of a credit note
  • Refund credit note
  • Get credit note refund
  • Update credit note refund
  • Delete credit note refund
• customer-payments
  • Create a payment
  • List Customer Payments
  • Bulk delete Customer payments
  • Update a payment using a custom field's unique value
  • Update a payment
  • Retrieve a payment
  • Delete a payment
  • List refunds of a customer payment
  • Refund an excess customer payment
  • Update custom field in existing customerpayments
  • Details of a refund
  • Update a refund
  • Delete a Refund
• recurring-expenses
  • Create a recurring expense
  • List recurring expenses
  • Update an recurring expense using a custom field's unique value
  • Update a recurring expense
  • Get a recurring expense
  • Delete a recurring expense
  • Stop a recurring expense
  • Resume a recurring Expense
  • List child expenses created
  • List recurring expense history
• expenses
  • Create an Expense
  • List Expenses
  • Update an expense using a custom field's unique value
  • Update an Expense
  • Get an Expense
  • Delete an Expense
  • List expense History & Comments
  • List employees
  • Create an employee
  • Get an employee
  • Delete an employee
  • Get an expense receipt
  • Add receipt to an expense.
  • Delete a receipt
  • Add attachment to an expense
• retainer-invoices
  • Create a retainerinvoice
  • List a retainer invoices
  • update a retainerinvoice
  • Get a retainer invoice
  • Delete a retainer invoice
  • Mark a retainer invoice as sent
  • Update retainer invoice template
  • Void a retainer invoice
  • Mark as draft
  • Submit a retainer invoice for approval
  • Approve a retainer invoice.
  • Email a retainer invoice
  • Get retainer invoice email content
  • Update billing address
  • List retainer invoice templates
  • Get a retainer invoice attachment
  • Add attachment to a retainer invoice
  • Delete an attachment
  • List retainer invoice comments & history
  • Add comment
  • Delete a comment
  • Update comment
• purchase-order
  • Create a purchase order
  • List purchase orders
  • Update a purchase order using a custom field's unique value
  • Update a purchase order
  • Get a purchase order
  • Delete purchase order
  • Update custom field in existing purchaseorders
  • Mark a purchase order as open
  • Mark as billed
  • Cancel a purchase order
  • Submit a purchase order for approval
  • Approve a purchase order
  • Email a purchase order
  • Get purchase order email content
  • Update billing address
  • List purchase order templates
  • Update purchase order template
  • Get a purchase order attachment
  • Add attachment to a purchase order
  • Update attachment preference
  • Delete an attachment
  • List purchase order comments & history
  • Add comment
  • Update comment
  • Delete a comment
  • Reject Purchase Order
• bills
  • Create a bill
  • List bills
  • Update a bill using a custom field's unique value
  • Update a bill
  • Get a bill
  • Delete a bill
  • Update custom field in existing bills
  • Void a bill
  • Mark a bill as open
  • Submit a bill for approval
  • Approve a bill
  • Update billing address
  • List bill payments
  • Apply credits
  • Delete a payment
  • Get a bill attachment
  • Add attachment to a bill
  • Delete an attachment
  • List bill comments & history
  • Add comment
  • Delete a comment
  • Convert PO to Bill
• recurring-bills
  • Create a recurring bill
  • List recurring bills
  • Update a recurring bill using a custom field's unique value
  • Update a recurring bill
  • Get a recurring bill
  • Delete a recurring bill
  • Stop a recurring bill
  • Resume a recurring Bill
  • List recurring bill history
• vendor-credits
  • Create a vendor credit
  • List vendor credits
  • Update vendor credit
  • Get vendor credit
  • Delete vendor credit
  • Convert to open
  • Void vendor credit
  • Submit a Vendor credit for approval
  • Approve a Vendor credit
  • List bills credited
  • Apply credits to a bill
  • Delete bills credited
  • Refund a vendor credit
  • List refunds of a vendor credit
  • Update vendor credit refund
  • Get vendor credit refund
  • Delete vendor credit refund
  • List vendor credit refunds
  • Add a comment
  • List vendor credit comments & history
  • Delete a comment
• vendor-payments
  • Create a vendor payment
  • List vendor payments
  • Update an vendor payment using a custom field's unique value
  • Bulk delete vendor payments
  • Update a vendor payment
  • Get a vendor payment
  • Delete a vendor payment
  • List refunds of a vendor payment
  • Refund an excess vendor payment
  • Details of a refund
  • Update a refund
  • Delete a refund
  • Email a vendor payment
  • Get vendor payment email content
• custom-modules
  • Get Record List of a Custom Module
  • Bulk Update Custom Module
  • Create Custom Modules
  • Delete Custom Modules
  • Get Individual Record Details
  • Update Custom Module
  • Delete individual records
• bank-accounts
  • Create a bank account
  • List view of accounts
  • Update bank account
  • Get account details
  • Delete an account
  • Deactivate account.
  • Activate account
  • Import a Bank/Credit Card Statement
  • Get last imported statement
  • Delete last imported statement
• bank-transactions
  • Create a transaction for an account
    POST
  • Get transactions list
    GET
  • Update a transaction
    PUT
  • Get transaction
    GET
  • Delete a transaction
    DELETE
  • Get matching transactions
    GET
  • Match a transaction
    POST
  • Unmatch a matched transaction
    POST
  • Exclude a transaction
    POST
  • Restore a transaction
    POST
  • Categorize an uncategorized transaction
    POST
  • Categorize as expense
    POST
  • Uncategorize a categorized transaction
    POST
  • Categorize a vendor payment
    POST
  • Categorize as customer payment
    POST
  • Categorize as credit note refunds
    POST
  • Categorize as vendor credit refunds
    POST
  • Categorize as Customer Payment refund
    POST
  • Categorize as Vendor Payment refund
    POST
• bank-rules
  • Get Rules List
  • Create a rule
  • Get a rule
  • Update a rule
  • Delete a rule
• chart-of-accounts
  • Create an account
  • List chart of accounts
  • Update an account
  • Get an account
  • Delete an account
  • Mark an account as active
  • Mark an account as inactive
  • List of transactions for an account
  • Delete a transaction
• journals
  • Create a journal
  • Get journal list
  • Update a journal
  • Get journal
  • Delete a journal
  • Mark a journal as published
  • Add attachment to a journal
  • Add comment
  • Delete a comment
• fixed-assets
  • Create a fixed asset
  • Get fixed asset list
  • Update a fixed asset
  • Get fixed asset
  • Delete a fixed asset
  • Get fixed asset history
  • Get fixed asset's forecast depreciation
  • Mark fixed asset as active
  • Cancel fixed asset
  • Mark fixed asset as draft
  • Write off fixed asset
  • Sell fixed asset
  • Add a comment
  • Delete a comment
  • Create a fixed asset type
  • Get fixed asset type list
  • Update a fixed asset type
  • Delete a fixed asset type
• base-currency-adjustment
  • Create a base currency adjustment
  • List base currency adjustment
  • Get a base currency adjustment
  • Delete a base currency adjustment
  • List account details for base currency adjustment
• projects
  • Create a project
  • List projects
  • Update a project using a custom field's unique value
  • Update project
  • Get a project
  • Delete project
  • Activate project
  • Inactivate a project
  • Clone project
  • Assign users
  • List Users
  • Invite user
  • Update user
  • Get a Project User
  • Delete user
  • Post comment
  • List comments
  • Delete comment
  • List invoices
• tasks
  • Add a task
  • List tasks
  • Update a task
  • Get a task
  • Delete Task
• time-entries
  • Log time entries
  • List time entries.
  • Delete time entries
  • Update time entry
  • Get a time entry
  • Delete time entry
  • Start timer
  • Stop timer
  • Get timer
• users
  • Create a user
  • List Users
  • Update a user
  • Get an user details
  • Delete a user
  • Get current user
  • Invite a user
  • Mark user as active
  • Mark user as inactive
• items
  • Create an Item
  • List items
  • Update an item using a custom field's unique value
  • Update an item
  • Get an item
  • Delete an item
  • Update custom field in existing items
  • Mark as active
  • Mark as inactive
• locations
  • Enable Locations
  • Create a location
  • List all locations
  • Update location
  • Delete a location
  • Mark as Active
  • Mark as Inactive
  • Mark as Primary
• currency
  • Create a Currency
  • List Currencies
  • Update a Currency
  • Get a Currency
  • Delete a currency
  • List exchange rates
  • Create an exchange rate
  • Get an exchange rate.
  • Update an exchange rate
  • Delete an exchage rate
• taxes
  • Create a tax
  • List taxes
  • Update a tax
  • Get a tax
  • Delete a tax
  • Get a tax group
  • Update a tax group
  • Delete a tax group
  • Create a tax group
  • Create a tax authority [US and CA Edition only]
  • List tax authorities [US Edition only]
  • Update a tax authority [US and CA Edition only]
  • Get a tax authority [US and CA Edition only]
  • Delete a tax authority [US and CA Edition only]
  • Create a tax exemption [US Edition only]
  • List tax exemptions [US Edition only]
  • Update a tax exemption [US Edition only]
  • Get a tax exemption [US Edition only]
  • Delete a tax exemption [US Edition only]
• opening-balance
  • Create opening balance
  • Update opening balance
  • Get opening balance
  • Delete opening balance
• integration
  • Import a customer using the CRM account ID
  • Import a customer using CRM contact ID
  • Import a vendor using the CRM vendor ID
  • Import an item using the CRM product ID
• Schemas
  • Schemas
    • gendoc-attributes-schema
    • organization-response
    • email
    • organization_id
    • is_logo_uploaded
    • name
    • contact_name
    • user_role
    • user_status
    • is_default_org
    • plan_type
    • tax_group_enabled
    • zi_migration_status
    • plan_name
    • plan_period
    • language_code
    • fiscal_year_start_month
    • account_created_date
    • account_created_date_formatted
    • time_zone
    • is_org_active
    • currency_id
    • currency_code
    • currency_symbol
    • currency_format
    • price_precision
    • portal_name
    • street_address1
    • street_address2
    • city
    • state
    • country
    • zip
    • date_format
    • field_separator
    • industry_type
    • industry_size
    • unverified_email
    • is_transaction_available
    • show_org_address_as_one_field
    • links
    • company_id_label
    • company_id_value
    • tax_id_label
    • tax_id_value
    • org_address
    • remit_to_address
    • phone
    • fax
    • website
    • index
    • value
    • label
    • companyid_label
    • companyid_value
    • taxid_label
    • taxid_value
    • projects
    • address
    • organizations
    • organization
    • custom_fields
    • create-an-organization-request
    • create-an-organization-response
    • list-organizations-response
    • update-an-organization-request
    • update-an-organization-response
    • get-an-organization-response
    • estimate-response
    • show_comment_to_clients
    • commented_by_id
    • comment_type
    • commented_by
    • item_id
    • line_item_id
    • rate
    • unit
    • quantity
    • description
    • date_description
    • is_primary_contact
    • contact_person_name
    • first_name
    • contact_person_email
    • last_name
    • salutation
    • contact_person_id
    • mobile
    • is_email_enabled
    • is_sms_enabled
    • is_whatsapp_enabled
    • communication_preference
    • contact_persons_associated
    • contact_persons_associated_payload
    • time
    • operation_type
    • transaction_id
    • transaction_type
    • last_modified_time
    • has_attachment
    • is_viewed_by_client
    • client_viewed_time
    • comment_id
    • template_type
    • file_name
    • from_emails
    • user_name
    • place_of_supply
    • gst_treatment
    • gst_no
    • product_type
    • hsn_or_sac
    • sat_item_key_code
    • unitkey_code
    • is_pre_gst
    • to_contacts
    • project_id
    • project_name
    • email_template_id
    • error_list
    • emailtemplates
    • selected
    • estimate_ids
    • body
    • subject
    • cc_mail_ids
    • to_mail_ids
    • mail_documents
    • send_from_org_email_id
    • attachments
    • ignore_auto_number_generation
    • custom_subject
    • custom_body
    • tax_id
    • tds_tax_id
    • tax_authority_id
    • tax_exemption_id
    • accept_retainer
    • retainer_percentage
    • avatax_use_code
    • avatax_exempt_no
    • vat_treatment
    • tax_treatment
    • is_reverse_charge_applied
    • tax_treatment_code
    • send
    • template_id
    • template_name
    • print
    • accept
    • notes
    • terms
    • custom_fields_update
    • show_on_pdf
    • billing_address
    • shipping_address
    • taxes
    • tax_amount
    • shipping_charge
    • adjustment
    • adjustment_description
    • sub_total
    • tax_total
    • exchange_rate
    • location_id
    • location_name
    • line_items
    • item_order
    • bcy_rate
    • discount_amount
    • is_discount_before_tax
    • discount_type
    • is_inclusive_tax
    • discount
    • tax_name
    • tax_type
    • tax_percentage
    • item_total
    • salesperson_id
    • salesperson_name
    • created_time
    • accepted_date
    • declined_date
    • expiry_date
    • estimates
    • page_context
    • page
    • per_page
    • has_more_page
    • sort_order
    • sort_column
    • estimate_id
    • estimate_number
    • reference_number
    • customer_name
    • total
    • customer_id
    • item_name
    • applied_filter
    • item_description
    • custom_field
    • report_name
    • status
    • date
    • filter_by
    • search_text
    • project
    • create-an-estimate-request
    • create-an-estimate-response
    • list-estimates-response
    • update-an-estimate-request
    • update-an-estimate-customfield-response
    • update-an-estimate-response
    • get-an-estimate-response
    • delete-an-estimate-response
    • mark-an-estimate-as-sent-response
    • mark-an-estimate-as-accepted-response
    • mark-an-estimate-as-declined-response
    • submit-an-estimate-for-approval-response
    • approve-an-estimate-response
    • email-an-estimate-request
    • email-an-estimate-response
    • get-estimate-email-content-response
    • email-multiple-estimates-response
    • bulk-export-estimates-response
    • bulk-print-estimates-response
    • update-billing-address-request
    • update-billing-address-response
    • update-shipping-address-request
    • update-shipping-address-response
    • list-estimate-template-response
    • update-estimate-template-response
    • list-estimate-comments-and-history-response
    • add-comments-request
    • add-comments-response
    • update-comment-request
    • update-comment-response
    • delete-a-comment-response
    • contact-response
    • contacts
    • creditnote_refunds
    • creditnote_refund_id
    • creditnote_id
    • refund_mode
    • creditnote_number
    • amount_bcy
    • amount_fcy
    • is_entity_deleted
    • credit_limit
    • tag_id
    • tag_option_id
    • is_tag_mandatory
    • tag_name
    • tag_option_name
    • tags
    • customer_sub_type
    • send_customer_statement
    • data
    • enable_portal
    • is_portal_enabled
    • department
    • designation
    • skype
    • track_1099
    • tax_id_type
    • invoice_template_id
    • estimate_template_id
    • creditnote_template_id
    • invoice_email_template_id
    • estimate_email_template_id
    • creditnote_email_template_id
    • contact_id
    • address_id
    • contact_type
    • payment_terms
    • payment_terms_label
    • facebook
    • twitter
    • invoice_template_name
    • estimate_template_name
    • creditnote_template_name
    • invoice_email_template_name
    • estimate_email_template_name
    • creditnote_email_template_name
    • has_transaction
    • is_linked_with_zohocrm
    • primary_contact_id
    • pricebook_id
    • contact_number
    • outstanding_receivable_amount
    • outstanding_receivable_amount_bcy
    • unused_credits_receivable_amount
    • unused_credits_receivable_amount_bcy
    • payment_reminder_enabled
    • owner_id
    • company_name
    • statement_template_id
    • payment_remittance_email_template_id
    • bill_template_id
    • is_taxable
    • tax_regime
    • legal_name
    • is_tds_registered
    • country_code
    • vat_reg_no
    • tax_reg_no
    • tax_exemption_certificate_number
    • purchaseorder_template_id
    • salesorder_template_id
    • retainerinvoice_template_id
    • paymentthankyou_template_id
    • retainerinvoice_paymentthankyou_template_id
    • purchaseorder_email_template_id
    • salesorder_email_template_id
    • retainerinvoice_email_template_id
    • paymentthankyou_email_template_id
    • retainerinvoice_paymentthankyou_email_template_id
    • place_of_contact
    • tax_authority_name
    • tax_exemption_code
    • end_date
    • start_date
    • multipart_or_formdata
    • opening_balance_amount
    • opening_balances
    • attention
    • street2
    • state_code
    • address_info
    • contact_persons
    • default_templates
    • contact_comments
    • create-a-contact-request
    • create-a-contact-response
    • list-contacts-response
    • update-a-contact-request
    • update-a-contact-response
    • get-contact-response
    • delete-a-contact-response
    • mark-as-active-response
    • mark-as-inactive-response
    • enable-portal-access-request
    • enable-portal-access-response
    • enable-payment-reminders-response
    • disable-payment-reminders-response
    • email-statement-request
    • email-statement-response
    • get-statement-mail-content-response
    • email-contact-request
    • email-contact-response
    • list-comments-response
    • get-contact-addresses-response
    • add-additional-address-request
    • add-additional-address-response
    • edit-additional-address-request
    • edit-additional-address-response
    • delete-additional-address-response
    • list-refunds-response
    • track-1099-response
    • untrack-1099-response
    • get-unused-retainer-payments-response
    • contact_person-response
    • is_added_in_portal
    • create-a-contact-person-request
    • create-a-contact-person-response
    • update-a-contact-person-request
    • update-a-contact-person-response
    • delete-a-contact-person-response
    • list-contact-persons-response
    • get-a-contact-person-response
    • mark-as-primary-contact-person-response
    • salesorder-response
    • salesorder_number
    • is_update_customer
    • shipment_date
    • avatax_use_code_desc
    • avatax_use_code_id
    • update-an-salesorder-customfield-response
    • avatax_tax_code
    • notes_default
    • terms_default
    • delivery_method
    • pricebook_name
    • is_invoiced
    • sku
    • stock_on_hand
    • customfield_id
    • item_custom_fields
    • salesorder_id
    • delivery_method_id
    • sub_statuses
    • is_emailed
    • is_one_off_address
    • attachment_name
    • can_send_in_mail
    • send_attachment
    • bcc_mail_ids
    • salesorder_ids
    • templates
    • preview
    • documents
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    • exclude-a-transaction-response
    • restore-a-transaction-response
    • categorize-an-uncategorized-transaction-request
    • categorize-an-uncategorized-transaction-response
    • categorize-as-expense-request
    • categorize-as-expense-response
    • uncategorize-a-categorized-transaction-response
    • categorize-a-vendor-payment-request
    • categorize-a-vendor-payment-response
    • categorize-as-customer-payment-request
    • categorize-as-customer-payment-response
    • categorize-as-credit-note-refunds-request
    • categorize-as-credit-note-refunds-response
    • categorize-as-vendor-credit-refunds-request
    • categorize-as-vendor-credit-refunds-response
    • categorize-as-customer-payment-refund-request
    • categorize-as-customer-payment-refund-response
    • categorize-as-vendor-payment-refund-request
    • categorize-as-vendor-payment-refund-response
    • rules-response
    • rule_id
    • rule_name
    • rule_order
    • apply_to
    • criteria_type
    • record_as
    • criteria_id
    • field
    • comparator
    • criterion
    • rule
    • target_account_id
    • get-rules-list-response
    • create-a-rule-request
    • create-a-rule-response
    • get-a-rule-response
    • update-a-rule-request
    • update-a-rule-response
    • delete-a-rule-response
    • can_show_in_ze
    • parent_account_id
    • bank_account_number
    • include_in_vat_return
    • show_on_dashboard
    • showbalance
    • is_user_created
    • is_standalone_account
    • is_involved_in_transaction
    • parent_account_name
    • depth
    • is_child_present
    • child_count
    • categorized_transaction_id
    • transaction_date
    • entry_number
    • reconcile_status
    • debit_amount
    • closing_balance
    • credit_amount
    • chart_of_account
    • current_balance
    • transaction_source
    • create-an-account-request
    • create-an-account-response
    • list-chart-of-accounts-response
    • update-an-account-request
    • update-an-account-response
    • get-an-account-response
    • mark-an-account-as-active-response
    • mark-an-account-as-inactive-response
    • list-of-transactions-for-an-account-response
    • journal_date
    • tax_account
    • journal_id
    • line_item_total
    • journal_type
    • tax_exemption_type
    • is_bas_adjustment
    • entity_type
    • journal
    • create-a-journal-request
    • create-a-journal-response
    • get-journal-list-response
    • update-a-journal-request
    • update-a-journal-response
    • get-journal-response
    • delete-a-journal-response
    • mark-a-journal-as-published-response
    • add-attachment-to-a-journal-response
    • asset_name
    • fixed_asset_type_id
    • asset_account_id
    • expense_account_id
    • depreciation_account_id
    • depreciation_method
    • depreciation_frequency
    • depreciation_percentage
    • total_life
    • salvage_value
    • depreciation_start_date
    • asset_cost
    • computation_type
    • warranty_expiry_date
    • asset_purchase_date
    • serial_no
    • dep_start_value
    • fixed_asset_id
    • asset_number
    • asset_number_prefix
    • asset_number_suffix
    • fixed_asset_type_name
    • current_asset_value
    • accumulated_dep_value
    • last_depreciation_date
    • asset_account_name
    • expense_account_name
    • depreciation_account_name
    • associated_transactions
    • valuation_id
    • valuation_date
    • depreciated_value
    • current_value
    • accumulated_value
    • is_journal_posted
    • fixed_asset
    • asset_history
    • asset_forcast
    • fixed_asset_type_param
    • fixed_asset_type
    • create-a-fixed-asset-request
    • create-a-fixed-asset-response
    • get-fixed-asset-list-response
    • update-a-fixed-asset-request
    • update-a-fixed-asset-response
    • get-fixed-asset-response
    • delete-a-fixed-asset-response
    • get-fixed-asset-history-response
    • get-fixed-asset-forecast-response
    • update-fixed-asset-status
    • write-off-fixed-asset-request
    • write-off-fixed-asset-response
    • sell-fixed-asset-request
    • sell-fixed-asset-response
    • delete-comment-response
    • create-a-fixed-asset-type-request
    • create-a-fixed-asset-type-response
    • get-fixed-asset-type-list-response
    • update-a-fixed-asset-type-request
    • update-a-fixed-asset-type-response
    • delete-a-fixed-asset-type-response
    • adjustment_date
    • account_ids
    • base_currency_adjustment_id
    • fcy_balance
    • adjusted_balance
    • gain_or_loss
    • gl_specific_type
    • accounts
    • create-a-base-currency-adjustment-request
    • create-a-base-currency-adjustment-response
    • list-base-currency-adjustment-response
    • get-a-base-currency-adjustment-response
    • delete-a-base-currency-adjustment-response
    • list-account-details-for-base-currency-adjustment-response
    • project-response
    • billing_type
    • budget_type
    • total_hours
    • billable_hours
    • non_billable_hours
    • billed_hours
    • un_billed_hours
    • cost_rate
    • task_id
    • task_name
    • budget_hours
    • budget_amount
    • cost_budget_amount
    • tasks
    • total_amount
    • billed_amount
    • un_billed_amount
    • billable_amount
    • non_billable_amount
    • is_recurrence_associated
    • recurring_invoices
    • show_in_dashboard
    • task_custom_fields
    • create-a-project-request
    • create-a-project-response
    • list-projects-response
    • update-project-request
    • update-project-response
    • get-a-project-response
    • delete-project-response
    • activate-project-response
    • inactivate-a-project-response
    • clone-project-request
    • clone-project-response
    • assign-users-request
    • assign-users-response
    • list-users-response
    • invite-user-request
    • invite-user-response
    • update-user-request
    • update-user-response
    • get-a-user-response
    • delete-user-response
    • post-comment-request
    • post-comment-response
    • task-response
    • log_time
    • add-a-task-request
    • add-a-task-response
    • list-tasks-request
    • list-tasks-response
    • update-a-task-request
    • update-a-task-response
    • get-a-task-request
    • get-a-task-response
    • delete-task-request
    • delete-task-response
    • time_entry-response
    • time_entry_id
    • log_date
    • begin_time
    • end_time
    • billed_status
    • start_timer
    • timer_started_at
    • timer_duration_in_minutes
    • cost_amount
    • timer_started_at_utc_time
    • timer_duration_in_seconds
    • timesheet_custom_fields
    • log-time-entries-request
    • log-time-entries-response
    • list-time-entries-response
    • delete-time-entries-request
    • delete-time-entries-response
    • update-time-entry-request
    • update-time-entry-response
    • get-a-time-entry-response
    • delete-time-entry-response
    • start-timer-response
    • stop-timer-response
    • get-timer-response
    • role_id
    • is_selected
    • email_ids
    • is_customer_segmented
    • is_vendor_segmented
    • user_type
    • is_employee
    • create-a-user-request
    • create-a-user-response
    • update-a-user-request
    • update-a-user-response
    • delete-a-user-response
    • get-current-user-response
    • invite-a-user-response
    • mark-user-as-active-response
    • mark-user-as-inactive-response
    • item-response
    • purchase_tax_rule_id
    • sales_tax_rule_id
    • tax_precentage
    • purchase_tax_exemption_id
    • purchase_description
    • purchase_rate
    • purchase_account_id
    • inventory_account_id
    • reorder_level
    • initial_stock
    • initial_stock_rate
    • tax_specification
    • item_tax_preferences
    • location_stock_on_hand
    • location_available_stock
    • location_actual_available_stock
    • locations
    • create-an-item-request
    • create-an-item-response
    • list-items-response
    • update-an-item-request
    • update-an-item-customfield-response
    • update-an-item-response
    • get-an-item-response
    • delete-an-item-response
    • parent_location_id
    • tax_settings_id
    • autonumbergenerationgroup_id
    • associated_series_ids
    • user_ids
    • is_all_users_selected
    • enable-location-response
    • create-a-location-request
    • create-a-location-response
    • list-all-location-response
    • update-location-request
    • update-location-response
    • delete-a-location-response
    • mark-as-primary-response
    • currency_name
    • is_base_currency
    • exchange_rate_id
    • effective_date
    • is_current_date
    • currency
    • create-a-currency-request
    • create-a-currency-response
    • list-currencies-response
    • update-a-currency-request
    • update-a-currency-response
    • get-a-currency-response
    • delete-a-currency-response
    • list-exchange-rates-response
    • create-an-exchange-rate-request
    • create-an-exchange-rate-response
    • get-an-exchange-rate-response
    • update-an-exchange-rate-request
    • update-an-exchange-rate-response
    • delete-an-exchage-rate-response
    • tax-response
    • purchase_tax_expense_account_id
    • tax_factor
    • tax_account_id
    • output_tax_account_name
    • purchase_tax_account_name
    • purchase_tax_account_id
    • tds_payable_account_id
    • tax_account_tracking
    • tax_group_id
    • tax_group_name
    • tax_group_percentage
    • is_value_added
    • tax_specific_type
    • is_default_tax
    • registration_number
    • registration_number_label
    • tax_authority
    • is_editable
    • update_recurring_invoice
    • update_recurring_expense
    • update_draft_invoice
    • update_recurring_bills
    • update_draft_so
    • update_subscription
    • update_project
    • create-a-tax-request
    • create-a-tax-response
    • list-taxes-response
    • update-a-tax-request
    • update-a-tax-response
    • get-a-tax-response
    • delete-a-tax-response
    • get-a-tax-group-response
    • update-a-tax-group-request
    • update-a-tax-group-response
    • delete-a-tax-group-response
    • create-a-tax-group-request
    • create-a-tax-group-response
    • create-a-tax-authority-us-and-ca-edition-only-request
    • create-a-tax-authority-us-and-ca-edition-only-response
    • list-tax-authorities-us-edition-only-response
    • update-a-tax-authority-us-and-ca-edition-only-request
    • update-a-tax-authority-us-and-ca-edition-only-response
    • get-a-tax-authority-us-and-ca-edition-only-response
    • delete-a-tax-authority-us-and-ca-edition-only-response
    • create-a-tax-exemption-us-edition-only-request
    • create-a-tax-exemption-us-edition-only-response
    • list-tax-exemptions-us-edition-only-response
    • update-a-tax-exemption-us-edition-only-request
    • update-a-tax-exemption-us-edition-only-response
    • get-a-tax-exemption-us-edition-only-response
    • delete-a-tax-exemption-us-edition-only-response
    • opening_balance_id
    • acount_split_id
    • opening_balance
    • create-opening-balance-request
    • create-opening-balance-response
    • update-opening-balance-request
    • update-opening-balance-response
    • get-opening-balance-response
    • delete-opening-balance-response
    • product_data
    • import-a-customer-using-the-crm-account-id-response
    • import-a-customer-using-crm-contact-id-response
    • import-a-vendor-using-the-crm-vendor-id-response
    • import-an-item-using-the-crm-product-id-response

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Categorize an uncategorized transaction

POST

/banktransactions/uncategorized/{transaction_id}/categorize

Try itRun in Apidog

Run in Apidog

Categorize an uncategorized transaction by creating a new transaction.

Request

Authorization

OAuth 2.0

Implicit

Add the parameter

Authorization

to Headers，whose value is to concatenate the Token after the Bearer.

Example:

Authorization: Bearer ********************

Authorize URL: https://accounts.zoho.com/oauth/v2/auth

or

Path Params

Generate Code

Body Params application/json

Generate Code

Examples

Responses

🟢201Created

application/json

Created

Body

Generate Code

Request Request Example

Shell

JavaScript

Java

Swift

cURLcURL-WindowsHttpiewgetPowerShell

curl --location --request POST '/banktransactions/uncategorized//categorize' \
--header 'Content-Type: application/json' \
--data-raw '{
    "from_account_id": "460000000070003",
    "to_account_id": "460000000048001",
    "transaction_type": "customer_payment",
    "amount": 2000,
    "date": "2013-10-01",
    "reference_number": " ",
    "payment_mode": "Cash",
    "exchange_rate": 1,
    "description": "The New York State Department of  Taxation and Finance",
    "customer_id": "460000000044001",
    "tags": [
        {
            "tag_id": "460000000094001",
            "tag_option_id": "460000000048001",
            "tag_name": "Location",
            "tag_option_name": "USA"
        }
    ],
    "documents": [
        "string"
    ],
    "currency_id": "460000000000097",
    "tax_id": "982000000566009",
    "to_account_tags": [
        {
            "tag_id": "460000000094001",
            "tag_option_id": "460000000048001"
        }
    ],
    "from_account_tags": [
        {
            "tag_id": "460000000094001",
            "tag_option_id": "460000000048001"
        }
    ],
    "is_inclusive_tax": false,
    "bank_charges": 0,
    "user_id": "460000000036868",
    "tax_authority_id": "460000000066001",
    "tax_exemption_id": "460000000076002",
    "custom_fields": [
        {
            "customfield_id": "46000000012845",
            "value": "Normal"
        }
    ],
    "line_items": [
        {
            "line_id": "460000000038005",
            "account_id": "460000000000358",
            "account_name": "Undeposited Funds",
            "description": "The New York State Department of  Taxation and Finance",
            "tax_amount": 0,
            "tax_id": "982000000566009",
            "tax_name": "Sales Group",
            "tax_type": "tax",
            "tax_percentage": 10.5,
            "item_total": 7500,
            "item_total_inclusive_of_tax": 7500,
            "item_order": 1,
            "tags": [
                {
                    "tag_id": "460000000094001",
                    "tag_option_id": "460000000048001",
                    "tag_name": "Location",
                    "tag_option_name": "USA"
                }
            ]
        }
    ]
}'

Response Response Example

{
    "code": 0,
    "message": "The transaction(s) have been categorized."
}

Modified at 2025-10-12 16:28:37

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Restore a transaction

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Categorize as expense