?>

Zoho Expense + Zoho Books Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Expense

Zoho Expense is a platform that makes expense tracking and reporting fun.

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
Zoho Books Alternatives

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best ways to Integrate Zoho Expense + Zoho Books

  • Zoho Expense Zoho Books

    Zoho Expense + Zoho Books

    Create Contact to Zoho Books from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho Books Create Contact
  • Zoho Expense Zoho Books

    Zoho Expense + Zoho Books

    Create Sales Invoice to Zoho Books from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Zoho Expense Zoho Books

    Zoho Expense + Zoho Books

    Create Item to Zoho Books from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho Books Create Item
  • Zoho Expense Zoho Books

    Zoho Expense + Zoho Books

    Update Contact in Zoho Books when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho Books Update Contact
  • Zoho Expense Zoho Books

    Zoho Expense + Zoho Books

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

    Zoho Expense + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when a new customer is created.

  • New Expense

    Triggers when a new expense is created.

  • New Organization

    Triggers when a new organization is created.

  • New Project

    Triggers when a new project is created.

  • New Trip

    Triggers when a new trip is created.

  • 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
  • Assign a role to user

    Assign a role to user.

  • Create User

    Create a new user.

  • Delete User

    Delete an existing user.

  • Make an user active

    Make an user active

  • Make an user inactive

    Make an user inactive.

  • 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.

How Zoho Expense & Zoho Books Integrations Work

  1. Step 1: Choose Zoho Expense 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 Zoho Expense to Zoho Books.

    (2 minutes)

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

Integration of Zoho Expense and Zoho Books

Zoho Expense?

Zoho Expense is a cloud-based expense management software from Zoho. It enables the users to manage their travel and other expenses. It not only tracks the expenses but also helps in analyzing the expenses and assigning appropriate budgets to each expense. The transactions are captured as they happen and users can view them as per their need. It allows for instant approvals and record keeping of all expenses.

Zoho Books?

Zoho Books is a cloud-based accounting software from Zoho that helps in managing accounting operations, sales tax calculations, invoicing, payments and reporting. It integrates with other Zoho products to provide complete business spution. It has several features such as invoice, bank accounts, inventory, purchasing and payments, reporting, sales tax and wages which make it a complete package for running a business.

Integration of Zoho Expense and Zoho Books

The integration of Zoho Expense and Zoho Books enables users to manage their business finances from a single portal. It provides a seamless workflow for tracking expenses and managing them. The expense reports generated by Zoho Expense can be easily imported into the books of accounts maintained by Zoho Books. The integration of these applications helps in reducing manual work load for users. It also saves time and reduces errors in data entry.

Benefits of Integration of Zoho Expense and Zoho Books

The integration of Zoho Expense and Zoho Books offers several benefits to the users. Some of them are listed below:

It allows viewing of all the transaction details within the same portal.

It eliminates the need for manually entering data into books of accounts after capturing transactions in expense reports.

Managing expenses becomes easier as data entry is done only at one place.

It provides an overview of income and expenses across various departments which becomes helpful for making decisions regarding budgeting or setting up new projects.

In conclusion, it is quite evident that the integration of Zoho Expense and Zoho Books increases efficiency of financial management by eliminating duplication of data entry through an integration of both the sputions. This integration allows companies to focus on growth rather than on redundant tasks like data entry.

Download this example article template designed by our experts here:

The process to integrate Zoho Expense 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.