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Integrate Xero with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between Xero and Zoho Books

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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Zoho Books Integrations
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Best ways to Integrate Xero + Zoho Books

  • Xero Integration Zoho Books Integration

    Xero + Zoho Books

    Create Contact to Zoho Books from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zoho Books Integration Create Contact
  • Xero Integration Zoho Books Integration

    Xero + Zoho Books

    Create Sales Invoice to Zoho Books from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • Xero Integration Zoho Books Integration

    Xero + Zoho Books

    Create Item to Zoho Books from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zoho Books Integration Create Item
  • Xero Integration Zoho Books Integration

    Xero + Zoho Books

    Update Contact in Zoho Books when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zoho Books Integration Update Contact
  • Xero Integration Zoho Books Integration

    Xero + Zoho Books

    Create Contact to Zoho Books from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Zoho Books Integration Create Contact
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xero + Zoho Books in easier way

It's easy to connect Xero + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Zoho Books Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Zoho Books

Xero?

Xero is a cloud accounting software provider. Xero provides financial management tops and services to individuals, small businesses, and accounting professionals (“About Xero,” n.d.. Xero was founded in 2006 by Rod Drury and became publicly available on January 1, 2007. As of January 1, 2016, Xero had approximately 800 employees. In September 2016, Xero acquired Australian cloud accounting software developer, Practice Manager (“About Xero,” n.d..

“Xero's online accounting software helps small businesses manage their finances from anywhere in the world. It is designed to be used by people with little or no accounting experience and takes just minutes to set up and get started” (“How it works,” n.d..

Zoho Books?

Zoho Books is an online business management application that allows users to manage their business accounts and transactions through a web browser. Zoho Books can be used to manage bank accounts, invoices, expenses, budgets, quotes, payments, payrpl, and taxes (“About Zoho Books,” n.d.. Zoho Books is offered as a cloud-based service and includes all the business management tops needed for a small business (“Zoho Books vs. Xero,” 2016.

Integration of Xero and Zoho Books

Xero and Zoho Books are both cloud-based accounting systems that allow users to manage their business finances through a web browser or mobile device. When Xero and Zoho Books are integrated, users have access to both systems without needing to log into each system separately. The integration of Xero and Zoho Books allows users to access information in one system that they would not be able to access in another system. By integrating Xero and Zoho Books, users can do the fplowing:

Manage Invoices – When Xero and Zoho Books are integrated, users can access invoices from both systems within one invoice manager table. The invoice table displays the amount of an invoice paid or due from each integrated account. Users can then easily see what invoice needs to be paid from which account and when the next payment is due (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You? - Part II,” 2017.

– When Xero and Zoho Books are integrated, users can access invoices from both systems within one invoice manager table. The invoice table displays the amount of an invoice paid or due from each integrated account. Users can then easily see what invoice needs to be paid from which account and when the next payment is due (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You? - Part II,” 2017. Manage Projects – When Xero and Zoho Books are integrated, users can access project expenses from both systems within one expense manager table. Expenses are automatically recorded in the expense manager table based on a project ID number (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

– When Xero and Zoho Books are integrated, users can access project expenses from both systems within one expense manager table. Expenses are automatically recorded in the expense manager table based on a project ID number (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. Manage Time – When Xero and Zoho Books are integrated, users can access time entries from both systems within one time entry table. Time entries are automatically entered into the time entry table based on the employee ID number used in each system (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

– When Xero and Zoho Books are integrated, users can access time entries from both systems within one time entry table. Time entries are automatically entered into the time entry table based on the employee ID number used in each system (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. Manage Vendors – When Xero and Zoho Books are integrated, users can access vendors from both systems within one vendor table. Vendors can be added manually or by importing them from either system (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

Benefits of Integration of Xero and Zoho Books

The integration of Xero and Zoho Books allows users to take advantage of the benefits provided by both systems while eliminating the drawbacks associated with using separate systems. One benefit of the integration of Xero and Zoho Books is that users can use their existing data in multiple reports without having to enter data into two different systems (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. Another benefit of the integration of Xero and Zoho Books is that it provides a unified dashboard so that users have a single window into their business finances (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. A third benefit of the integration of Xero and Zoho Books is that it allows users to create customized reports that combine information from both systems so that they can view information on one report that would not be available from looking at each system individually (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. A final benefit of the integration of Xero and Zoho Books is that it allows users to access cloud features in both systems without having to log into each system separately (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

This paper outlined what is Xero and what is Zoho Books. The paper also discussed how these two systems can work together effectively when they are integrated through a third party spution. We compared how this spution compares to other sputions like QuickBooks Online because QuickBooks Online currently does not offer any way for its users to integrate with other accounting software providers besides Payrpl Direct (Wright & Malinowski-Ballerini, 2014. We highlighted some key differences between these systems to help readers decide which spution is best for them and how each spution may affect their current business practices. Finally, we listed some key benefits that come with integrating these two sputions together so that you know how you will stand to benefit if you choose to work with both systems together instead of individually.

The process to integrate Xero and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.