Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Tableau Connector for Zoho Books Views


Name	Description
AccountDetailsBaseCurrencyAdjustment	Retrieves details of Base Currency Adjustment.
AccountDetailsBaseCurrencyAdjustmentAccounts	Lists Account Details of Base Currency Adjustment.
AccountTransactionsReport	Generated schema file.
BalanceSheetsReport	This report summarizes your company's assets, liabilities and equity at a specific point in time.
BankAccountLastImportedStatement	Get the details of previously imported statement for the account.
BankAccountLastImportedStatementTransactions	Retrieves the details of transactions related to previously imported statements for the account.
BankMatchingTransactions	Retrieves the list of transactions which includes invoices/bills/credit-notes.
BankRuleCriterions	Get criterions of a specific bank rule.
BankTransactionImportedTransaction	Retrieves Imported Transactions.
BankTransactionLineItems	Get details of bank transaction line items.
BaseCurrencyAdjustmentAccounts	Retrieves lists of base currency adjustment accounts.
BillDocuments	Get the attachments associated with bills.
BillLineItems	Get the details of a line items of bills.
BillPayments	Get the list of payments made for a bill.
BillPurchaseOrders	Retrieves bills related to purchase orders.
Bills	Retrieves list of bills.
BillVendorCredits	Retrieves bills related to vendor credits.
Budgets	Get the list of budgets.
BusinessPerformanceRatiosReport	Generated schema file.
CashFlowReport	Generated schema file.
ChartOfAccountInlineTransactions	Retrieves the list of inline transactions.
ChartOfAccountTransactions	Retrieves list of all involved transactions for the given account.
committedstockdetailsreport	Generated schema file.
ContactAddresses	Get addresses of a contact including its Shipping Address, Billing Address.
ContactDocuments	Get the attachments associated with contacts.
ContactRefunds	Retrieves refund details related to a contact.
Contacts	Retrieves list of all contacts.
CreditNoteDocuments	Get the attachments associated with credit notes.
CreditNoteInvoices	Retrieves details of invoices from an existing Credit Note.
CreditNoteLineItems	Retrieves details of line items from existing Credit Notes.
CreditNotes	Retrieves list of all the Credit Notes.
CurrencyExchangeRates	Retrieves list of exchange rates configured for the currency.
CustomerBalancesReport	Generated schema file.
CustomerPaymentInvoices	Retrieves invoices related to customer payments.
CustomerPayments	Retrieves list of all the payments made by your customer.
CustomModuleFieldDropDownOptions	In Zoho Books, you can create a custom module to record other data when the predefined modules are not sufficient to manage all your business requirements.
Documents	Get the list of all the documents associated with any entity.
Employees	Retrieves list of employees. Also, get the details of an employee.
EstimateApprovers	Get the details of approvers for estimates.
EstimateLineItems	Get the details of line items for estimates.
Estimates	Retrieves list of all estimates.
Expenses	Retrieves list of all the Expenses.
GeneralLedgerReport	Generated schema file.
GetContactStatementEmailContent	Retrieves the content of the mail sent to a contact.
InventorySummaryReport	Generated schema file.
InventoryValuationReport	Generated schema file.
InvoiceAppliedCredits	Retrieves list of credits applied for an invoice.
InvoiceDocuments	Get the attachments associated with invoices.
InvoiceLineItems	Get the details of line items from invoices.
InvoicePayments	Get the list of payments made for an invoice.
Invoices	Retrieves list of all invoices.
Items	Retrieves list of all active items.
ItemWarehouses	Retrieves warehouse details related to items.
JournalLineItems	Retrieves list of line items of a journal.
JournalReport	Generated schema file.
MovementOfEquityReport	Generated schema file.
OpeningBalanceAccounts	Retrieves list of accounts of opening balance.
OpeningBalanceTransactionSummaries	Get transaction summaries of opening balance.
Organizations	Retrieves list of organizations.
PaymentsReceivedReport	Generated schema file.
ProductSalesReport	Generated schema file.
ProfitsAndLossesReport	This report summarizes your company's assets, liabilities and equity at a specific point in time.
ProjectInvoices	Retrieves list of invoices created for a project.
ProjectPerformanceSummaryReport	Generated schema file.
ProjectUsers	Retrieves list of users associated with a project. Also, get details of a user in project.
PurchaseOrderDocuments	Get the attachments associated with Purchase Orders.
PurchaseOrderLineItems	Get the details of line items of purchase orders.
PurchaseOrders	Retrieves list of all purchase orders.
PurchaseOrdersByVendorReport	Generated schema file.
RecurringBillLineItems	Get the details of a line items of bills.
RecurringBills	List, add, update and delete details of a bill.
RecurringExpenses	Retrieves list of all the Expenses.
RecurringInvoiceLineItems	Get the details of line items of a recurring invoice.
RecurringInvoices	Retrieves list of all recurring invoices.
RecurringSubExpense	Retrieves list of child expenses created from recurring expense.
ReportsAccountTransactionsDetails	Retrieves the list of inline transactions.
RetainerInvoiceDocuments	Get the attachments associated with retainer invoices.
RetainerInvoiceLineItems	Retrieves detail of line items of retainer invoices.
RetainerInvoicePayments	Get the list of payments made for a retainer invoices.
RetainerInvoices	Retrieves list of all retainer invoices.
SalesByCustomerReport	Generated schema file.
SalesByItemReport	Generated schema file.
SalesBySalespersonReport	Generated schema file.
SalesOrderDocuments	Get the attachments associated with salesorders.
SalesOrderLineItems	Retrieves list of line items of a sales order.
SalesOrders	Retrieves list of all sales orders.
StockSummaryReport	Generated schema file.
TaxSummaryReport	This report summarizes your company's assets, liabilities and equity at a specific point in time.
TrialBalanceReport	This report summarizes your company's assets, liabilities and equity at a specific point in time.
VendorBalancesReport	Generated schema file.
VendorCreditBills	Retrieves list of bills to which the vendor credit is applied.
VendorCreditLineItems	Retrieves list of line items from vendor credits.
VendorCredits	Retrieves list of vendor credits.
VendorPaymentBills	Retrieves bills related to vendor payments.
VendorPayments	Retrieves list of all the payments made to your vendor.