ChartOfAccounts
List, add, update and delete chart of accounts.
Table Specific Information
Select
The add-in uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- LastModifiedTime supports the '=' comparison.
- ShowBalance supports the '=' comparison.
- AccountType supports the '=' comparison.
You can also provide criteria to search for matching uncategorized transactions.
The rest of the filter is executed client-side in the add-in.
For example:
SELECT * FROM ChartOfAccounts WHERE AccountType = 'All' AND ShowBalance = true
Insert
INSERT can be executed by specifying the AccountName, AccountType, and CurrencyId 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 ChartOfAccounts (AccountName, AccountType, CurrencyId) VALUES ('Cash3', 'Assets', '3285934000000000099')
Update
UPDATE can be executed by specifying the ChartAccountId in the WHERE Clause. The columns that are not read-only can be updated.
For example:
UPDATE ChartOfAccounts SET AccountName = 'Cash4', AccountType = 'Cash', CurrencyId = '3285934000000000099' WHERE ChartAccountId = '3285934000000281053'
Delete
DELETE can be executed by specifying the ChartAccountId in the WHERE Clause
For example:
DELETE FROM ChartOfAccounts WHERE ChartAccountId = '32859340000002810531'
Columns
| Name | Type | ReadOnly | References | SupportedOperators | Description |
| ChartAccountId [KEY] | String | True |
BankAccounts.AccountId |
Id of the Bank Account. | |
| AccountName | String | False |
Name of the account. | ||
| AccountType | String | False |
Type of the account. Allowed values for filter: All, Active, Inactive, Asset, Liability, Equity, Income, Expense. Allowed values for insert/update: other_asset, other_current_asset, cash, bank, fixed_asset, other_current_liability, credit_card, long_term_liability, other_liability, equity, income, other_income, expense, cost_of_goods_sold, other_expense, accounts_receivable, accounts_payable. The allowed values are All, Active, Inactive, Asset, Liability, Equity, Income, Expense. | ||
| CanShowInZe | Boolean | False |
Check if it can show in Zero Emission. | ||
| ChildCount | String | True |
Child count in chart of accounts. | ||
| CreatedTime | Datetime | True |
Time at which the Chart of Accounts was created. | ||
| CustomFields | String | True |
Custom Fields defined for the chart of account. | ||
| CurrencyId | String | False |
Currencies.CurrencyId |
Currency Id of the customer's currency. | |
| Depth | Integer | True |
Depth of account. | ||
| Description | String | False |
Description of the Chart of Account. | ||
| Documents | String | True |
Documents of the Chart of Account. | ||
| HasAttachment | Boolean | True |
Check if the chart of account has attachment. | ||
| IsActive | Boolean | False |
Check if chart of account is active. | ||
| IsChildPresent | Boolean | True |
Check if the child is present in chart of account. | ||
| IsStandaloneAccount | Boolean | True |
Check if the account is standalone account. | ||
| IsUserCreated | Boolean | True |
Check if the account is created by the user. | ||
| LastModifiedTime | Datetime | True |
Last Modified time associated with the entity. | ||
| ParentAccountName | String | True |
Account name of parent. | ||
| AccountCode | String | False |
Code of the Account. | ||
| ClosingBalance | Decimal | True |
Closing balance of account. This field will be populated with a value only when the Chart Account Id is specified. | ||
| IsInvolvedInTransaction | Boolean | True |
Check if this account is involved in the transaction. | ||
| IsSystemAccount | Boolean | True |
Check if it is a system account. | ||
| IsDebit | Boolean | True |
Check if this account is debit. This field will be populated with a value only when the Chart Account Id is specified. | ||
| IncludeInVatReturn | Boolean | False |
Boolean to include an account in VAT returns. | ||
| ParentAccountId | String | True |
BankAccounts.AccountId |
Id of a Parent account. | |
| ShowOnDashboard | Boolean | False |
Show on dashboard. | ||
| Transactions | String | True |
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 |
| ShowBalance | Boolean |
Boolean to get current balance of accounts. |