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Zoho Books Integrations

Accounting, Zoho

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Integrate WooCommerce with Zoho BooksIntegrate WooCommerce with Zoho Books

WooCommerce

eCommerce, WordPress
Integrate Google Sheets with Zoho BooksIntegrate Google Sheets with Zoho Books

Google Sheets

Google, Spreadsheets
Integrate Shopify with Zoho BooksIntegrate Shopify with Zoho Books

Shopify

eCommerce
Integrate Formatter by Zapier with Zoho BooksIntegrate Formatter by Zapier with Zoho Books

Formatter by Zapier

Documents, Zapier
Integrate Xero with Zoho BooksIntegrate Xero with Zoho Books

Xero

Accounting
Integrate Amazon Seller Central with Zoho BooksIntegrate Amazon Seller Central with Zoho Books

Amazon Seller Central

Amazon, eCommerce
Integrate Filter by Zapier with Zoho BooksIntegrate Filter by Zapier with Zoho Books

Filter by Zapier

Developer Tools, Zapier
Integrate QuickBooks Online with Zoho BooksIntegrate QuickBooks Online with Zoho Books

QuickBooks Online

Accounting
Integrate Zoho CRM with Zoho BooksIntegrate Zoho CRM with Zoho Books

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate WooCommerce with Zoho BooksIntegrate WooCommerce with Zoho Books

WooCommerce

eCommerce, WordPress
Integrate Google Sheets with Zoho BooksIntegrate Google Sheets with Zoho Books

Google Sheets

Google, Spreadsheets
Integrate Shopify with Zoho BooksIntegrate Shopify with Zoho Books

Shopify

eCommerce
Integrate Formatter by Zapier with Zoho BooksIntegrate Formatter by Zapier with Zoho Books

Formatter by Zapier

Documents, Zapier
Integrate Xero with Zoho BooksIntegrate Xero with Zoho Books

Xero

Accounting
Integrate Amazon Seller Central with Zoho BooksIntegrate Amazon Seller Central with Zoho Books

Amazon Seller Central

Amazon, eCommerce
Integrate WooCommerce with Zoho BooksIntegrate WooCommerce with Zoho Books

WooCommerce

eCommerce, WordPress
Integrate Google Sheets with Zoho BooksIntegrate Google Sheets with Zoho Books

Google Sheets

Google, Spreadsheets
Integrate Shopify with Zoho BooksIntegrate Shopify with Zoho Books

Shopify

eCommerce
Integrate Formatter by Zapier with Zoho BooksIntegrate Formatter by Zapier with Zoho Books

Formatter by Zapier

Documents, Zapier
Integrate Xero with Zoho BooksIntegrate Xero with Zoho Books

Xero

Accounting
Integrate Amazon Seller Central with Zoho BooksIntegrate Amazon Seller Central with Zoho Books

Amazon Seller Central

Amazon, eCommerce
Integrate Filter by Zapier with Zoho BooksIntegrate Filter by Zapier with Zoho Books

Filter by Zapier

Developer Tools, Zapier
Integrate QuickBooks Online with Zoho BooksIntegrate QuickBooks Online with Zoho Books

QuickBooks Online

Accounting
Integrate Zoho CRM with Zoho BooksIntegrate Zoho CRM with Zoho Books

Zoho CRM

CRM (Customer Relationship Management), Zoho

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Quickly automate Zoho Books integrations with Zapier's templates

  • Add Zoho Books customers from new submissions on Gravity Forms

    Details
    • Gravity Forms logo
    • Zoho Books logo
    Gravity Forms + Zoho Books
  • Subscribe new Zoho Books customers to a list on Mailchimp

    • Zoho Books logo
    • Mailchimp logo
    Zoho Books + Mailchimp
  • Create invoices in Zoho Books from new WooCommerce orders

    • WooCommerce logo
    • Zoho Books logo
    WooCommerce + Zoho Books
  • Post messages to a Slack channel with new invoices from Zoho Books

    • Zoho Books logo
    • Slack logo
    Zoho Books + Slack
  • Add new Zoho Books customers to new rows on Google Sheets

    • Zoho Books logo
    • Google Sheets logo
    Zoho Books + Google Sheets
  • Create Zoho Books customers from new entries on Wufoo

    • Wufoo logo
    • Zoho Books logo
    Wufoo + Zoho Books
  • Create Zoho Books invoices from new Shopify orders

    Premium
    Details
    • Shopify logo
    • Zoho Books logo
    Shopify + Zoho Books
  • Copy Magento invoices into Zoho Books

    Premium
    Details
    • Magento logo
    • Zoho Books logo
    Magento + Zoho Books

Add Zoho Books customers from new submissions on Gravity Forms

Try it
  • Gravity Forms logo
  • Zoho Books logo
Gravity Forms + Zoho Books

Subscribe new Zoho Books customers to a list on Mailchimp

  • Zoho Books logo
  • Mailchimp logo
Zoho Books + Mailchimp

Create invoices in Zoho Books from new WooCommerce orders

  • WooCommerce logo
  • Zoho Books logo
WooCommerce + Zoho Books

Post messages to a Slack channel with new invoices from Zoho Books

  • Zoho Books logo
  • Slack logo
Zoho Books + Slack

Add new Zoho Books customers to new rows on Google Sheets

  • Zoho Books logo
  • Google Sheets logo
Zoho Books + Google Sheets

Create Zoho Books customers from new entries on Wufoo

  • Wufoo logo
  • Zoho Books logo
Wufoo + Zoho Books

Create Zoho Books invoices from new Shopify orders

Premium
Details
  • Shopify logo
  • Zoho Books logo
Shopify + Zoho Books

Copy Magento invoices into Zoho Books

Premium
Details
  • Magento logo
  • Zoho Books logo
Magento + Zoho Books

Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    • Customer NameRequired

      You will either need to select a specific customer or enter a customer name. If the customer name doesn’t exist, we’ll create a contact record for the same.

    • Estimate Number

      Mandatory if auto-generate option is disabled.

    • Date

      The date on which the invoice was created. Today’s date will be used if the field is left blank. .

    • Expiry Date

    • NameRequired

      Select line items you wish to include. Multiple line items are separated by comma. .

    • Rate

      Rate for the line items chosen above is mentioned here.

    • QuantityRequired

      Quantity of each line item chosen above is shown here (quantities are separated by commas).

    • Discount

      Full line item discount separated by comma.

    • Description

    • Exchange Rate

      Exchange rate if dealing with various currencies.

    • Estimate Notes

    • Send

      Select whether you wish to email the invoice to your customer.

    • Estimate Terms

    • Shipping Charge

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Status

      Triggers based on the Invoice status.

    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • PAN Number

      Applicable only for Indian Edition.

    • GSTIN or UIN

      GST Identification Number or Unique Identification Number (applicable only for Indian Edition).

    • GST Treatment

      Applicable only for Indian Edition.

      Allowed values - business_gst, business_registered_composition, business_none, consumer, overseas, business_sez.

    • Place of Contact

      Applicable only for Indian Edition.

      Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.

    • Contact NameRequired

      Display name of the contact.

    • Company Name

    • First Name

    • Last Name

    • Email

    • Website

    • Phone

    • Mobile

    • Billing Address Address

    • Billing Address City

    • Billing Address Zip

    • Billing Address State

    • Billing Address Country

    • Billing Address Fax

    • Shipping Address Address

    • Shipping Address City

    • Shipping Address State

    • Shipping Address Country

    • Shipping Address Fax

    • Shipping Address Zip

    • Payment Terms

      Any conditions or terms to be followed during payment.

    • Notes

    • Vat Treatment

      Mandatory only for UK Edition(If International Trade is enabled).

    • Tax Treatment

      Applicable only for UAE/KSA Edition.

    • TRN Number

      Applicable only for UAE/KSA Edition.

    • Place of Supply

      Place of supply(Only for KSA & UAE Edition).

    Action
    Write
    • OrganizationRequired

    • Customer NameRequired

      If the customer name doesn’t exist a new contact record will be created. .

    • Invoice Number

      Mandatory if auto-generate option is disabled.

    • Invoice Date

      Defaults to creation date if not specified.

    • Due Date

    • Payment Terms

      Payment terms (days). Invoice due date will be calculated based on this if specified.

    • Discount

      Discount applied to the invoice in %. .

    • Exchange Rate

    • Item NameRequired

      .

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

      Select which payment options you want to show on your invoices.

    • Shipping Charge

      Shipping charges applied to the invoice.

      ​.

    • Adjustment

      Adjustments made to the invoice.

    • Allow Partial Payment

      Used to specify whether payment can be collected in parts. Advance payment and so on.

    • Notes

    • Send

      Select whether you wish to email the invoice to your customer. .

    • VAT Treatment

      Only for UK Edition.

    • Tax Treatment

      Applicable only for UAE/KSA Edition.

    Action
    Write
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zoho-books logo

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.

Related categories

  • Accounting
  • Zoho

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