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Zapier makes it easy to integrate QuickBooks Online with Zoho Books - no code necessary. See how you can get setup in minutes.

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QuickBooks Online
QuickBooks Online logo
QuickBooks Online
1. Choose trigger event
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Zoho Books
Zoho Books logo
Zoho Books
2. Choose action
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1. Select the event
Setup
Test
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QuickBooks Online
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects QuickBooks Online and Zoho Books, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about QuickBooks Online + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Zoho Books

How do I integrate QuickBooks Online with Zoho Books?

You can integrate QuickBooks Online with Zoho Books using a connector like Zapier. We provide triggers and actions that let you sync invoices, payments, and contacts between both applications seamlessly.

What triggers can I set up for this integration?

For the integration between QuickBooks Online and Zoho Books, you can set up triggers such as 'New Invoice', 'Updated Customer', or 'New Payment'. These trigger events will initiate actions in your connected application.

What kind of actions can be performed in Zoho Books when an event occurs in QuickBooks Online?

When a trigger event occurs in QuickBooks Online, actions such as creating invoices, updating customer details, or recording payments can be initiated in Zoho Books through the integration.

Is there a way to sync customer data automatically between QuickBooks Online and Zoho Books?

Yes, by setting up specific triggers such as 'New Customer' or 'Updated Customer', customer data can be automatically synced between QuickBooks Online and Zoho Books using our service.

Can I automate invoice creation in Zoho Books from my QuickBooks data?

Absolutely. With our integration tools, you can automate the creation of invoices in Zoho Books based on triggers from events such as new sales receipts or invoices issued in QuickBooks Online.

How do you handle discrepancies during the data transfer between the two platforms?

Our integration service provides options to review or alert discrepancies found during data transfers. You have the choice to automate resolutions or manually correct them within either application.

Is it possible to synchronize payment records between these two accounting apps?

Yes, payment records from transactions made in either platform can be synchronized. By using specific triggers like 'New Payment', the corresponding action to record this payment is executed in the connected application.

Practical ways you can use QuickBooks Online and Zoho Books

Generate invoices for new expenses in Zoho Books

Streamline expense management with automation. When a new expense is added to QuickBooks Online, Zapier generates a corresponding invoice in Zoho Books. This automation helps owners manage cash flow and ensure accurate records of incoming payments, which supports better financial insights.

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Sync Zoho Books customer data with QuickBooks Online

Avoid duplicate data entry by syncing customer details automatically. Whenever a new customer is added in Zoho Books, Zapier creates a corresponding customer record in QuickBooks Online. This ensures that critical financial data remains up-to-date, reducing errors and saving manual data entry time.

IT
Track expenses for projects across systems

Enable better budget oversight by syncing expenses across accounting tools. When a new expense is recorded in QuickBooks Online, Zapier logs the entry in Zoho Books as well, ensuring each project's expenses are consistently tracked and reducing the risk of overlooked costs.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It

Learn how to automate QuickBooks Online on the Zapier blog

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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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