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Zoho Books + Microsoft Excel Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
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  • Google Sheets Google Sheets
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Best ways to Integrate Zoho Books + Microsoft Excel

  • Zoho Books Microsoft Excel

    Zoho Books + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Zoho Books Microsoft Excel

    Zoho Books + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Zoho Books Microsoft Excel

    Zoho Books + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Sales Invoice is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Zoho Books Microsoft Excel

    Zoho Books + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Estimate is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Estimate
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Zoho Books Zoho Books

    Microsoft Excel + Zoho Books

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

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • 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.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Zoho Books & Microsoft Excel Integrations Work

  1. Step 1: Choose Zoho Books 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 Microsoft Excel 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 Zoho Books to Microsoft Excel.

    (2 minutes)

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

Integration of Zoho Books and Microsoft Excel

Zoho Books?

Zoho Books is an online accounting software that provides a platform for businesses to manage their daily transactions. It also offers invoicing features, financial reports, and bank reconciliation with integrated payment processing.

Microsoft Excel?

Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, Macintosh and web platforms. It is part of the Microsoft Office suite. It was first released in 1985 under the name MultiPlan and has existed on nearly every version of Microsoft Windows. The current release is 2016.

Integration of Zoho Books and Microsoft Excel

Zoho Books can be used for managing your business’ accounting. You can use the software to do invoicing, create expense reports, and keep track of your purchases and sales. You can also send out estimates and invoices to your clients immediately which means you don’t have to wait till you receive payments from your customers. This means faster cash flow for your business.

You can easily integrate Zoho Books and Microsoft Excel together to achieve better results. In fact, using these two software products together will help you save a lot of time as well as money. By using these two software products together, you will be able to get accurate financial information about your business on a regular basis. You don’t have to spend hours working out formulas and calculations or trying to do them yourself. You can leave it up to the software to handle everything for you and still have enough time to work on other important tasks for your business.

Benefits of Integration of Zoho Books and Microsoft Excel

There are several benefits that you can get when you integrate Zoho Books and Microsoft Excel together. These are some of them:

  • Track Your Data Easily – Managing data is not always easy especially if there are a lot of things going on at the same time. That’s why it’s always a good thing when you have software to help you out with this task. By integrating Zoho Books and Microsoft Excel together, you will be able to get a clear picture on how your business is doing financially and what steps you need to take to make your ventures more profitable. You can easily access all the information you need about your business in one place so it will be easier for you to review and understand everything that’s going on.
  • Save Your Time – Having to go back and forth between two different software products just so you can see your financial data can be very tiring especially if you are running multiple businesses at the same time. If you want to save some time, it would be wise for you to integrate Zoho Books and Microsoft Excel together into one system. With this set up, all the data you need will be there in one place so you don’t have to waste time going back and forth between different software products just to check your financial information.

The process to integrate Zoho Books and Microsoft Excel 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.