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Scripts, systems & field notes.

Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.

21 entries / Zoho Books

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Zoho Books 15 Jun 2026 2740

Zoho Books: getRecordsByID

Not sure what this is but it's an article listing some errors in Zoho Books when using the shortcode command to retrieve the details for an item in Zoho Books...

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Zoho Books 15 Apr 2026 8402

Zoho Books: Attach a document to a bill using Deluge / REST API

A very quick article updated for 2026 and tested as working to attach a file to a bill in Zoho Books over API.

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Zoho Books 16 Oct 2025 34905

ZohoBooks: Broken UK Banking Feed

This is an article on restoring an automatic banking feed within Zoho Books, specifically within the United Kingdom. The article serves as a store for both a possible resolution as well as findings from the research/investigation into the issue.

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Zoho Books 20 Mar 2025 53420

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoice

A frustrated article about an issue that took me a fair few hours to resolve. So I'm putting it here as I thought I covered this previously but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated.

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