Journals
In zoho books you can make journal entries directly. This job pulls such entries.
If you are looking for all data entry converted to journal entries, zoho uses the terminology accounting transactions. Refer to fetch accounting transactions to fetch that data
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Sample Data
Open in new tab -Data headers
| Header | Description |
|---|---|
| date | Date of the invoice |
| account_name | Chart of account name |
| transaction_details | Transaction details. Usually contains company name |
| transaction_type | Type of the transcation. Can be customer_payment, invoice etc |
| reference_number | Reference number if any |
| entity_number | Entity number. Usually contains human readable Invoice no or other document id |
| debit | Debit in default currency |
| credit | Credit in default currency |
| account_group | Account group. Usual values - asset, expense, income,liability |
| account_type | Type of the account as per zoho books. Usual values - accounts_receivable, bank, income, other_current_liability, other_expense |
| reporting_tag | |
| currency_code | Currency in which this transaction took place |
| transaction_id | zoho books id used to refer to this transaction |
| contact_id | zoho books id used to refer to the contact related to this transaction |
| account_id | zoho books id used to refer to the account in this transaction |
Filtration options
This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
| Parameter | Options |
|---|---|
| start_date | Select transactions with billing date on or after start_date. Format - YYYY-MM-DD |
| end_date | Select transactions with billing date on or before end_date. Format - YYYY-MM-DD |
| contact_id | Select transactions related to a particular contact (either customer or vendor). Contact id is the id of the customer or vendor from zoho books. |