What data gets synced between Zoho Books and Zoho Inventory upon integration?

On setting up the integration of Zoho Inventory with Zoho Books, all the data - settings, contacts, items, sales orders, purchase orders, bills and common reports are synchronized with your Zoho Inventory account. Henceforth, any new operation in Zoho Books will reflect in Zoho Inventory and vice versa.

For instance, after you have successfully set up the integration, if you create a Sales Order in Zoho Books, it will reflect in the Sales Order module of your Zoho Inventory.

In Zoho Books In Zoho Inventory
Customers Customers
Vendors Vendors
Retainer Invoices Retainer Invoices
Sales Orders Sales Orders
Invoices Invoices
Sales Receipts Sales Receipts
Payments Receipts Payments Receipts
Credit Notes Credit Notes
Purchase Orders Purchase Orders
Bills Bills
Payments Made Payments Made
Vendor Credits Vendor Credits
Picklists Picklists
Packages Packages
Shipments Shipments
Sales Return Sales Return
Purchase Receives Purchase Receives

Here’s the list of Reports that gets synced:

  • Sales Return History report
  • Packaging History
  • Batch Details report
  • Warehouse report

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.