Zoho Books + Knack Integrations

Zoho Books is a platform that manages all of your small business financials. It helps you to organize and manage the entire accounting and invoicing process and also serves as a personal and business expense tracker. It is an online top that makes it easy for you to track your employee’s time and expenses, invoices and expenses, and track your business income and expenses. Zoho Books integrates with different third-party applications for accounting, such as QuickBooks, Xero, YNAB, Freshbooks, and PayPal.

Zoho Books helps you to keep all your financial data in one place and allows you to gain real-time visibility into your cash flow. It is a cloud-based application that connects to bank accounts and credit cards and tracks how much money comes in and goes out of them and also tracks the expenses. It also shows you the historical data and lets you compare it with the current data.

Knack is a business expense tracking application that allows you to track your business mileage, gas, meals, travel, gifts, personal items, and more. It integrates with other common business tops like Google Calendar, Microsoft Outlook, Salesforce, QuickBooks, Slack, DropBox, MailChimp, Campaign Monitor, Zapier, Box, Evernote, OneDrive, Paypal, Twitter, Trello, Facebook Messenger, Google Analytics, Slack, MailChimp, Stripe, Salesforce CRM, Shopify, Wordpress, Basecamp 3, FreshBooks, Segment IO, Adobe Analytics & more.

• With the integration of Zoho Books and Knack, you can manage all your business expenses in one place. You can easily export your mileage data from Knack to Zoho Books using the ‘Export’ option under the ‘Options’ menu in Knack. The exported CSV file will have all the data about the business trips taken by the employees of the organization. This file can be directly imported into Zoho Books using the ‘Import’ option under the ‘Options’ menu in Zoho Books. Once imported into Zoho Books, the data can be scheduled to match the mileage entries with corresponding transactions in your bank statement or credit card statement to match all the expenses. After matching this data with the bank statement or credit card statement data, you can easily see all your transactions related to transportation expenses including business trips. For example, if you want to see all the meals charged on your credit card related to your business trip use the ‘Transportation Costs’ report under the ‘Reports’ tab in Zoho Books under ‘Expenses’ > ‘Travel & Transportation’ > ‘Mileage & Expense Log’. All the documents related to these transactions can be stored in Dropbox or Google Drive or an external storage device.
• You can also integrate your data from Zoho Books with Chrome or Firefox extension called ‘Knack It Button’. This extension will automatically capture the website information (like name of the site. when you are browsing through different websites using Chrome or Firefox browser. Clicking on this extension will open up a popup which will show you the details regarding the website like total amount spent on products or services from that website. You can simply copy this information from this window and paste it into a text field or email body or spreadsheet or document where you need this information. This will help you to create an invoice for a particular product or service purchased from a particular website. Using this extension will reduce your task of copying and pasting information from different websites into separate documents or spreadsheets which is a tedious task required for managing your expense reports.
• You can also integrate your expense tracking data from Knack with Google Apps Scripts using the Google Sheets Add On of Knack. This Google Sheets Add On of Knack will help you to export your expense data from Knack into a Google Spreadsheet which can be used as a template by any member of your organization for creating their own expense reports based on your template. This will make it easier for members of your organization to create their own expense reports without having to put in a lot of effort since they will be using your template as a reference. You can also import new information from Google Apps Scripts into Zoho Books using the ‘Import’ option under the ‘Options’ menu in Zoho Books. Hence this integration between Google Apps Scripts and Zoho Books will help your entire organization to manage their expenses by using an efficient template provided by the organization.

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