Connect your Zoho Books account to Goodweek to manage invoices, bills, contacts, expenses, bank accounts, and financial reports directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Zoho Books, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Zoho Books integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Zoho Books integration uses OAuth 2.0 and does not require any admin-level approval within Zoho before users can connect.
⚠️ Regional data centers
Zoho operates data centers in multiple regions (US, EU, AU, IN, JP). During the OAuth connection flow, make sure to sign in with the account associated with your correct regional data center. The region must match the one where your Zoho Books organization is hosted.
User Connection
In Goodweek, go to Integrations.
Find Zoho Books and click Connect.
You will be redirected to Zoho, where you will be asked to sign in and authorize access.
Click Accept to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Goodweek can only access the Zoho Books data that your individual user profile has permission to see.
You can revoke Goodweek's access at any time from Zoho Books → Settings → Connected Apps → Composio → Revoke.
Available Tools
Tool | Description | Type |
List Invoices | Retrieves a paginated list of invoices with optional filters and search. | Read |
Get Invoice | Retrieves full details for a specific invoice by its ID. | Read |
Create Invoice From Sales Order | Creates an invoice directly from an existing sales order. | Write |
Create Recurring Invoice | Sets up a recurring invoice profile that generates invoices automatically at specified intervals. | Write |
Email Invoice | Sends an invoice by email to the customer. | Read |
Bulk Export Invoices PDF | Exports up to 25 invoices as a single merged PDF. | Read |
Bulk Print Invoices | Generates a consolidated PDF of up to 25 invoices for printing or archiving. | Read |
Apply Credits to Invoice | Applies one or more credit notes to reduce the balance on an invoice. | Read |
Add Invoice Comment | Adds a comment or note to an existing invoice. | Write |
List Invoice Payments | Lists all payments recorded against a specific invoice. | Read |
List Bills | Retrieves a paginated list of vendor bills. | Read |
Get Bill | Retrieves full details for a specific bill by its ID. | Read |
Add Bill Comment | Adds a comment or note to an existing bill. | Write |
Convert Purchase Order To Bill | Retrieves bill data from purchase orders to convert them into bills. | Write |
List Contacts | Retrieves a paginated list of contacts (customers and vendors) with optional filters. | Read |
Get Contact | Retrieves full details for a specific contact by its ID. | Read |
Create Contact | Creates a new customer or vendor contact in Zoho Books. | Write |
Create Contact Person | Creates a new contact person linked to an existing contact record. | Write |
Email Contact Statement | Emails an account statement to a contact for a specified date range. | Read |
List Expenses | Retrieves a paginated list of expenses with filters and search. | Read |
Get Expense | Retrieves full details for a specific expense by its ID. | Read |
Create Expense | Records a new business expense in Zoho Books. | Write |
List Customer Payments | Lists customer payment transactions with optional filters. | Read |
Create Customer Payment Refund | Processes a refund for a customer who has overpaid. | Write |
List Vendor Payments | Retrieves a paginated list of vendor payments. | Read |
Create Vendor Payment | Records a payment made to a vendor. | Write |
List Vendor Credits | Retrieves a paginated list of vendor credits. | Read |
Create Vendor Credit | Records a credit from a vendor in Zoho Books. | Write |
List Sales Orders | Retrieves a paginated list of sales orders. | Read |
List Purchase Orders | Retrieves a paginated list of purchase orders. | Read |
List Estimates | Retrieves a paginated list of estimates with optional filters. | Read |
Get Estimate | Retrieves full details for a specific estimate. | Read |
Accept Estimate | Marks an estimate as accepted. | Read |
Email Estimate | Sends an estimate by email to the customer. | Read |
List Bank Accounts | Lists all bank and credit card accounts in Zoho Books. | Read |
Get Bank Account | Retrieves full details for a specific bank account. | Read |
Create Bank Account | Adds a new bank or credit card account to Zoho Books. | Write |
List Bank Transactions | Lists bank transactions with optional filters for reconciliation. | Read |
Create Bank Transaction | Records a manual bank transaction not linked to an invoice. | Write |
Import Bank Statements | Imports bank or credit card statement transactions in bulk. | Write |
Categorize Uncategorized Transaction | Assigns a category to an uncategorized bank transaction. | Read |
List Chart Of Accounts | Lists all chart of accounts with optional filtering. | Read |
Create Chart Of Account | Adds a new account to the chart of accounts. | Write |
List Items | Retrieves a paginated list of products and services (items). | Read |
Create Item | Adds a new product or service to the Zoho Books item catalog. | Write |
List Projects | Retrieves a paginated list of projects with optional filters. | Read |
Get Project | Retrieves full details for a specific project. | Read |
Create Project | Creates a new project for tracking work and billing. | Write |
Create Time Entry | Logs time spent by a user on a specific project task. | Write |
List Organizations | Lists all Zoho Books organizations accessible to the authenticated user. | Read |
Delete Invoice | Permanently deletes a specific invoice. This action is irreversible. | ⚠️ Destructive |
Delete Bill | Permanently deletes a specific bill. This action is irreversible. | ⚠️ Destructive |
Delete Contact | Permanently deletes a specific contact. This action is irreversible. | ⚠️ Destructive |
Delete Expense | Permanently deletes a specific expense. This action is irreversible. | ⚠️ Destructive |
Delete Bank Account | Permanently removes a bank account from Zoho Books. This action is irreversible. | ⚠️ Destructive |
Delete Item | Permanently deletes an item from the catalog. This action is irreversible. | ⚠️ Destructive |
Use Cases
Review and send invoices from conversations. Retrieve invoice details, email invoices to customers, and export invoice PDFs directly from Goodweek without navigating the Zoho Books interface.
Track expenses and payments. Log new expenses, record customer or vendor payments, and list payment history for specific invoices or contacts from a Goodweek conversation.
Manage bank reconciliation. List uncategorized bank transactions, categorize them, and import bank statements directly from Goodweek to keep accounts up to date.
Manage contacts and billing information. Create or look up customer and vendor contacts, check outstanding balances, and email account statements from Goodweek to stay on top of accounts receivable and payable.
Troubleshooting
Connected but data from the wrong organization appears
Make sure you signed in with the Zoho account associated with your correct regional data center during the connection flow. Disconnect and reconnect if needed.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Zoho Books integration from the Goodweek Admin Panel under the Integrations tab.