Zoho Books is an easy-to-use online accounting software designed to help growing businesses stay on top of their assets, debts, income, and cash flows. The Grow/Zoho integration allows you track your accounting data all in one place, making it easy to monitor the day-to-day performance of your financials.
NOTE: This data source is only available for accounts on the Professional plan. If you would like to upgrade your plan, talk to your Grow account manager or visit your account's billing page.
How to Connect
First, log in to your Grow account and press Add Metric. Select Zoho Books from your list of data sources, then press the blue connect button.
To authenticate your Zoho Books account, you will need your Zoho Books credentials.
Go ahead and enter your email and password for your Zoho Books account, then press the blue Submit button.
Below is a complete list of the endpoints you can pull from Zoho Books, as well as a description of the data each report returns.
Bank Accounts: All bank and credit card accounts, including ID and name, currency, account type, account number, uncategorized transactions, unprinted checks, is active, balance, bank balance, bank name, and is direct paypal.
Bank Transactions: All transactions for the selected date range, including ID, date, amount, type, status, source, account ID and name, account type, price precision customer ID, payee, is paid via print check, description, currency details, debit or credit, offset account name, etc.
Bills: All bills for the selected date range, including vendor ID and name, status, bill number, reference number, billed date, due date, due days, currency details, exchange rate, total, balance, created date, etc.
Chart of Accounts: All financial accounts, including account ID and name, account type, is active, is involved in transaction, parent account details, depth, created date, etc.
Contacts: All contacts data, including contact ID and name, company name, contact type, status, source, payment terms, currency details, outstanding receivable amount, outstanding payable amount, contact details, created date, additional custom fields, etc.
Credit Notes: All credit notes for the selected date range, including ID, status, reference number date, total, balance, customer ID and name, currency details, created date, is emailed, etc.
Customer Payments: All payments received, including ID, invoice numbers, date, payment mode, amounts, account ID and name, description, reference number, customer ID and name, created date, gateway transaction ID, custom fields, tax account details, etc.
Estimates: All quotes or proposals for products sold for the selected date range, including estimate ID, customer name and ID, status, reference number, currency details, total, created date, accepted date, declined date, expiry date, is viewed by client, salesperson, etc.
Expenses: All expenditures, including ID, date, account name, description, currency details, total, total without tax, is billable, reference number, customer ID and name, vendor ID and name, status, created date, expense receipt name, exchange rate, distance, custom fields, etc.
Invoices: All records of products and/or services sold for the selected date range, including invoice ID, customer name nad ID, status, invoice number, reference number, due date, due days, currency details, is viewed by client, client viewed date, total, balance, created date, reminders, last reminder date, last payment date, custom fields, salesperson, adjustment, etc.
Journals: All journals used to record accounting ledger changes, including ID, journal date, entry number, currency ID, notes, journal type, entity type, total, etc.
Projects: All projects, including ID and name, customer ID and name, description, status, Billing type, rate, created date, total hours, billable hours, etc.
Sales Orders: All sales orders matching the specified date range, including ID, customer name and ID, status, reference number, date, shipment date, shipment days, currency details, total, created date, is emailed, etc.
Recurring Expenses: All consistently repeating expenditures, including recurrence name, status, account ID and name, amount, customer name, is billable, etc.
Recurring Invoices: All consistently repeating customer purchases, including invoice ID and name, customer ID and name, currency details, start and end date, last sent date, next invoice date, line items details, billing address, shipping address, payment gateways, payment options, etc.
Vendor Credits: All credits to vendors, including ID, status, date, total, balance, vendor ID and name, currency details, created date, exchange rate, etc.
Vendor Payments: All payments made to vendors, including payment ID, vendor, payment mode, date, exchange rate, amount, paid through account ID, account name, balance, created date, is paid via print check, is ACH payment, check details, etc.
FAQs +Tips and Tricks
To pull a report for Zoho Books, you have to choose which organization to pull it for first. As soon as you select an organization and click the blue plus button under Zoho Books Metrics, the reports list will appear.