Zoho books

Zoho Books Driver & Connector Downloads All of our drivers are designed and engineered specifically for each of the driver technologies below. Please download a free 30-day trial of the Zoho Books Driver that matches your intended environment. Zoho Books ODBC Driver Read, Write, and Update Zoho Books through ODBC The Zoho Books ODBC Driver is a powerful tool that allows you to connect with live data from Zoho Books, directly from any applications that support ODBC connectivity. Version: 24.0.9175 | Modified: 02/12/2025 | Size: 53.86 MB Zoho Books JDBC Driver Powerful Zoho Books JDBC Integration Rapidly create and deploy powerful Java applications that integrate with Zoho Books. Version: 24.0.9175 | Modified: 02/12/2025 | Size: 7.68 MB Download Trial Download Full* Zoho Books Driver Download Options Please select from the following download options: Windows Setup (.exe) Cross-Platform Unix/Linux Setup (.zip) Mac Setup (.dmg) Zoho Books ADO.NET Provider Powerful Zoho Books .NET Integration Rapidly create and deploy powerful .NET applications that integrate with Zoho Books. Version: 24.0.9175 | Modified: 02/12/2025 | Size: 15.73 MB Zoho Books SSIS Components SSIS Data Flow Source & Destination for Zoho Books Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with Zoho Books through SSIS Workflows. Version: 24.0.9175 | Modified: 02/13/2025 | Size: 16.84 MB Excel Add-In for Zoho Books Read, Write, and Update Zoho Books from Excel The Zoho Books Excel Add-In is a powerful tool that allows you to connect with live Zoho Books data, directly from Microsoft Excel. Version: 24.0.9175 | Modified: 02/13/2025 | Size: 7.38 MB Zoho Books Data Cmdlets PowerShell Cmdlets for Zoho Books An easy-to-use set of PowerShell Cmdlets offering real-time access to Zoho Books. The Cmdlets allow users to easily read, write, update, and delete live data - just like working with SQL server. Version: 24.0.9175 | Modified: 02/13/2025 | Size: 4.91 MB Download Trial Download Full* Zoho Books Cmdlets Download Options Please select from the following download options: Windows Setup (.exe) *Powershell 4 & Powershell 7+ Zip Package (.zip) *Powershell 7+ Only Zoho Books Power BI Connector Real-time Power BI Connectvity to Zoho Books data The fastest and easiest way to connect Power BI to Zoho Books data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support. Version: 24.0.9175 | Modified: 02/13/2025 | Size: 40.83 MB Zoho Books Python Connector Python Libraries for Zoho Books Data Connectivity Python Connector Libraries for Zoho Books Data Connectivity. Integrate Zoho Books with popular Python tools like Pandas, SQLAlchemy, Dash & petl. Version: 24.0.9175 | Modified: 02/13/2025 | Size: 84.4 MB Download Trial Download Full* Zoho Books Connector Download Options Please select from the following download options: Windows Setup (.zip) Cross-Platform

Product Tour On-demand webinars Expert talks Every Wednesday 02.00 PM ET Zoho Books - A guided tour By Hariharan G, Product Expert This one-hour session is designed to help businesses to get started with Zoho Books. During the session, we'll guide you through the process of setting up your Zoho Books organization, creating business transactions, reconciling your bank accounts, generating business reports, Sales Tax handling and other essential business functions. By the end of the session, you will have a solid understanding of how you can get start using Zoho Books for your business accounting. Every Wednesday:02.00 PM ET By Hariharan G Product Expert Monthly (Every 3rd Tuesday) 02.00 PM ET Migrating to Zoho Books from other accounting systems By Joshua G, Product Expert In this webinar, you will get a complete walkthrough of how to migrate to Zoho Books from your previous accounting system. During this session, you will learn about the two methods of getting your past data into Zoho Books, exporting and importing sales and purchase data, accounts receivable, accounts payable, chart of accounts, customer and vendor lists, and more. There will also be a Q & A session to get all your questions answered. Monthly (Every 3rd Tuesday):02.00 PM ET By Joshua G Product Expert 62 Mins How Zoho Books empowers accountants to succeed By Nathan Rodgerson, Sr Accountant Development Manager, Zoho Join the Zoho team as they introduce how Zoho Books is a robust solution tailored to meet the needs of accounting professionals. You can gain a deeper understanding of the platform’s core accounting functionalities and how it enhances client advisory services.The session will also cover Zoho's Partner Program, which offers opportunities for accountants to grow their practice and revenue. By Nathan Rodgerson Sr Accountant Development Manager, Zoho 20 Mins Fueling customer success: The power of Zoho Books and Zoho Desk integration By Aswin Sakthivel, Product Expert, Zoho Books In this webinar we will deep dive into the power of the Zoho Books and Zoho Desk integration. This webinar will navigate you through the blend of financial and customer support functions, showcasing streamlined ticket billing, enhanced customer experiences, and the mechanics of integration. By the end of this webinar, you'll grasp the transformative potential of integrating these platforms, setting you on a path to optimize your business processes. By Aswin Sakthivel Product Expert, Zoho Books 35 Mins Streamline your Inventory Management with Zoho Books By Shireen Farhana, Product Expert, Zoho Books In this webinar, we will take a comprehensive look at the various inventory tracking functionalities offered by Zoho Books, covering everything from setting up your inventory items and managing stock levels to handling purchases, sales, order fulfillment, and the seamless integration of online sales channels. Whether you're a small business owner looking to gain better control over your inventory or seeking to improve your organization's inventory management processes, our webinar is tailored to equip you with the insights to make the most of Zoho Books. By Shireen Farhana Product Expert, Zoho Books 24 Mins

ON THIS PAGEIntroductionSet up the IntegrationPush Time Logs Automatically to Zoho BooksIntegration ReportsError Summary for SyncDisable the IntegrationIntegrate Zoho Books with Zoho PeopleBy integrating Zoho Books with Zoho People , you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customers accordingly. When you set up this integration, your organization name will be shared with Zoho People. Set up the IntegrationPrerequisite: You should be an admin in Zoho Books and Zoho People to set up the integration.To set up the integration in Zoho Books:Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Connect next to Zoho People. FieldDescriptionCloneChoose Clone if you want two contacts with the same name to be stored separately.OverwriteChoose Overwrite if you want your existing contacts with the same name in Zoho Books to be overwritten with the contact details from Zoho People.Click Connect after choosing your preference.Note: In Zoho People, tasks and projects can be added individually without having to be linked to each other. However, for the integration, only tasks which are linked to a project and a customer will be pushed from Zoho People to Zoho Books.Your integration is now live and you can check the sync status by clicking the Refresh button. Note: You can integrate your Zoho Books organization with only one organization in Zoho People.Push Time Logs Automatically to Zoho BooksYou can automatically push time logs from Zoho People to Zoho Books when a timesheet is approved. Here’s how you can enable it:Go to your Zoho People account.Click Home in the left sidebar and go to your Zoho People Dashboard.Navigate to Settings in the top right corner.Under Integrations, select Zoho.Click View Details under Zoho Finance Suite.Select Edit/Revoke next to Zoho Books.Enable the option Push time logs automatically when a timesheet is approved.Note: When a time log is pushed, employees will be added as inactive timesheet users. Integration ReportsYou can view a report of all the transactions that were pushed from Zoho People to Zoho Books. Here’s how:Go to your Zoho People account.Click Reports in the left sidebar.Click the Integrations under the Time Tracker section. Error SummaryIn case something went wrong during the previous sync between your Zoho Books and Zoho People organizations, you can view a report of the errors that occurred during the sync. To view error summary in Zoho Books: Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Show Details next to Zoho People.Click View Error Summary. Now, you’ll be able to view all the errors that occurred in the Error Details page. Disable the IntegrationIf you do not want to continue using this integration, you can disable the integration. To disable the integration in Zoho Books:Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Show Details next to Zoho People.Click Disable Integration.In the pop up that appears, click Confirm. Was this document helpful? Yes

Integrate Zoho Books with Zoho DeskZoho Desk is a help desk software that helps businesses focus on the customer. By integrating Zoho Books with Zoho Desk, you can charge your customers for the tickets that you have handled in Zoho Desk, as well as the time spent on each ticket.Set up the IntegrationPro Tip: You have to be an admin in your Zoho Desk portal to set up the integration.Note: You can integrate only one Zoho Books organization with a Zoho Desk portal at a time.To launch Zoho Desk from Zoho Books:Go to Settings on the top right corner of the page.Select Zoho Apps under Integrations.On the Zoho Apps page, Click Connect next to Zoho Desk. Read about the integration and click Set up Integration.If you already have an active Zoho Desk portal, you will be directed to it. Otherwise, you’ll be prompted to create a new one.Insight: This integration has to be set up from Zoho Desk. Visit their help resource to learn how.Once you’ve set up the integration, you can configure the permissions available for each profile in Zoho Desk.Your contacts in Zoho Desk can be mapped to your customers in Zoho Books based on their email address. To do this, select a contact or a ticket in Zoho Desk, and click the Zoho Books icon. If you have a customer in Zoho Books with the same email ID, it will be listed here and you can map them. If not, you can create a new contact here,

Optimize your Project Accounting with Zoho Books - Part 2 By Sara Cherian, Product Expert, Zoho Books This session is Part 2 of our Zoho Books webinar series on the Projects module. Watch now to explore seamless integration with Zoho Projects and discover how to handle invoicing, expenses, and financial transactions effortlessly. You'll learn how to maximize the power of the Projects module to boost project management efficiency, drive financial transparency, and accelerate business growth. By Sara Cherian Product Expert, Zoho Books 26 Mins Optimize your Project Accounting with Zoho Books - Part 1 By Sara Cherian, Product Expert, Zoho Books This session walks you through the valuable functionalities of the Projects module in Zoho Books. You'll learn how to streamline project setup, task assignment, progress monitoring, and report generation. Watch now to unlock the full potential of Zoho Books for seamless project management. By Sara Cherian Product Expert, Zoho Books 60 Mins Intro to Zoho Books and Migrating Accounting Systems By Val Steed, Director Accountants, Zoho Corp By Nathan Rodgerson, Senior Accountant Development Manager, Zoho Corp By Tyler Colt, Executive Vice President, Zenatta Consulting In this recorded session, participants will see a live demo that will walk through the tools and resources Zoho Books has to offer. After the walkthrough, participants will learn about the process for migrating accounting systems, including exporting and importing sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more. By Val Steed Director Accountants, Zoho Corp By Nathan Rodgerson Senior Accountant Development Manager, Zoho Corp By Tyler Colt Executive Vice President, Zenatta Consulting 90 Mins Guide to Paycheck Protection Program (PPP) Loan Forgiveness By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho By Talha Baqar, Program Manager, Zoho By Nathan R, Marketing Manager, Zoho In this video we will take a deep dive into the PPP loan forgiveness form, cover the latest updates and potential complications in lone forgiveness. By Val Steed CPA, CITP, MAcc - Director Accountants, Zoho By Talha Baqar Program Manager, Zoho By Nathan R Marketing Manager, Zoho 56 Mins Financial Analytics: Empowering businesses at every stage of growth By Ashwinth S, Marketing Analyst This webinar talks about multi-org consolidation, forecasting cash flows and key finance KPIs, profit analysis, blending finance with non-finance data for cross functional insights, and a lot more. By Ashwinth S Marketing Analyst 67 Mins 12 tax saving strategies for your business By Jayanthi Ganapathy, CEO & Founder, FinAccurate By Purnima Meenakshi, Head of Growth, Zoho Finance In this webinar, you will learn how small businesses can save more on taxes. Led by Jayanti Ganapathy, CEO & Founder of FinAccurate and Purnima Meenakshi, Head of Revenue Acceleration, Zoho Finance, this recording will equip you with practical tips to optimize your tax planning, maximize savings, and ensure compliance. By Jayanthi Ganapathy CEO & Founder, FinAccurate By Purnima Meenakshi Head of Growth, Zoho Finance 60 Mins Guide to managing client's business financials effectively By Val Steed, Director Accountants, Zoho By Talha

And they will be added as a customer in Zoho Books. Pro Tip: You can delink a contact by clicking Delink contact option which is available when you hover over that particular contact in Zoho Desk.Create Invoices and QuotesPrerequisite: To create transactions for a contact in Zoho Desk, you have to map the contact to a corresponding customer in Zoho Books.You can create an invoice or quote for a ticket in Zoho Desk, as well as charge customers for the time logged for a ticket.To do this:Select a ticket in Zoho Desk, and click the Zoho Books icon. In the Zoho Books Contact Information tab, click Create Quote or Create Invoice to create the corresponding transactions. Enter the details required.Click Save.Insight: For time entries, you can create a quote or invoice only if the time entry is billable.You can also view a contact’s invoices or quotes created in Zoho Books under the Invoices/Quotes for this ticket option in a ticket in Zoho Desk.An invoice/quote in Zoho Desk can be cloned, edited, voided, or marked as sent. You can also email them to your customer.Disable/Delete the IntegrationYou can disable or delete the Zoho Books integration from Zoho Desk. Visit their help resource to learn how.Once you’ve disabled the integration, your contacts and transactions will remain mapped between Zoho Books and Zoho Desk, even when you choose to re-enable the integration. Whereas, when you delete the integration, this mapping will be deleted permanently. Was this document helpful? Yes No Let us know