BankAccounts
List, add, update and delete bank and credit card accounts for your organization.
Table Specific Information
Select
The component uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- AccountId supports the '=' comparison.
- AccountCodeAccountName supports the '=' comparison.
- AccountType supports the '=' comparison.
- Status supports the '=' comparison.
The rest of the filter is executed client-side in the component.
For example:
SELECT * FROM BankAccounts WHERE Status = 'All'
SELECT * FROM BankAccounts WHERE AccountId = '1894343000000085314'
Insert
INSERT can be executed by specifying the AccountName, and AccountType columns. The columns that are not read-only can be inserted optionally. The following is an example of how to insert into this table.
INSERT INTO BankAccounts (AccountName, AccountType) VALUES ('testaccount1', 'bank')
Update
UPDATE can be executed by specifying the AccountId in the WHERE Clause. The columns that are not read-only can be updated.
For example:
UPDATE BankAccounts SET AccountName = 'Test Account', AccountType = 'bank' WHERE AccountId = '3285934000000264001'
Delete
DELETE can be executed by specifying the AccountId in the WHERE Clause
For example:
DELETE FROM BankAccounts WHERE AccountId = '3285934000000264001'
Columns
| Name | Type | ReadOnly | References | SupportedOperators | Description |
| AccountId [KEY] | String | True |
Id of the Bank Account. | ||
| AccountCode | String | False |
Code of the Account. | ||
| AccountName | String | False |
Name of the account. | ||
| AccountType | String | False |
Type of the account. | ||
| AccountNumber | String | False |
Number associated with the Bank Account. | ||
| Balance | Decimal | True |
The unpaid amount. | ||
| BankBalance | Decimal | True |
Total balance in Bank. | ||
| BankName | String | False |
Name of the Bank. | ||
| BcyBalance | Decimal | True |
Balance of Base Currency. | ||
| CanShowInZe | Boolean | True |
Check if it can show in Zero Emission. | ||
| CanShowPaypalDirectIntegBanner | Boolean | True |
Check if it can show direct integ banner. | ||
| CurrencyCode | String | False |
Currency code of the customer's currency. | ||
| CurrencyId | String | False |
Currencies.CurrencyId |
Currency Id of the customer's currency. | |
| CurrencySymbol | String | True |
Currency symbol of the customer's currency. | ||
| Description | String | False |
Description of the Account. | ||
| IsActive | Boolean | True |
Check if bank account is active. | ||
| IsDirectPaypal | Boolean | True |
Check if bank account is direct by paypal. | ||
| IsPrimaryAccount | Boolean | False |
Check if the Account is Primary Account in Zoho Books. | ||
| IsPaypalAccount | Boolean | False |
Check if the Account is Paypal Account. | ||
| PricePrecision | Integer | True |
The precision for the price. | ||
| PaypalType | String | False |
The type of Payment for the Paypal Account. Allowed Values : standard and adaptive. | ||
| PaypalEmailAddress | String | False |
Email Address of the Paypal account. | ||
| RoutingNumber | String | False |
Routing Number of the Account. | ||
| TotalUnprintedChecks | Integer | True |
Total number of unprinted checks. | ||
| UncategorizedTransactions | Integer | True |
Number of uncategorized transactions. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| Status | String |
Filter bills by any status. The allowed values are All, PartiallyPaid, Paid, Overdue, Void, Open. |