Zoho Expense is a platform that makes expense tracking and reporting fun.
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 Expense + Zoho BooksCreate Contact to Zoho Books from New Organization in Zoho Expense Read More...
Zoho Expense + Zoho BooksCreate Sales Invoice to Zoho Books from New Organization in Zoho Expense Read More...
Zoho Expense + Zoho BooksCreate Item to Zoho Books from New Organization in Zoho Expense Read More...
Zoho Expense + Zoho BooksUpdate Contact in Zoho Books when New Organization is created in Zoho Expense Read More...
Zoho Expense + Zoho BooksCreate Contact to Zoho Books from New Customer in Zoho Expense Read More...
It's easy to connect Zoho Expense + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
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 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.
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.
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.
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