Zoho Inventory

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Accounting Integrations

Our powerful Integration feature allows you to seamlessly synchronize with an accounting platform.

Zoho Books

Guide layout:

Prerequisites


Why integrate with Zoho Books?


The way it works

Zoho Books and Zoho Inventory have the same core. Simply put, it’s like looking at two different sections of a single ship, each designed to accomplish its specialised role for carrying the same cargo. Hence when you create an orgnization in one of these apps, you will be able to tap into it by simply joining that organization into the other app.

Zoho Inventory <-> Zoho Books Integration Flow Diagram:

integration flow


Setting up an integration with Zoho Books

You can synchronize Zoho Books and Zoho Inventory in three ways:

Creating your very first organization by joining an existing Zoho Books organization

If you have an organization in Zoho Books, before you set up your first organization, you will be directed to a page where you have an option to join your existing organization into Zoho Inventory. To do so:

image of method 1

Joining your existing orgnization at a later point

To do so:

image of method 2

image of method 2 step 2

Joining a Zoho Inventory organization with Zoho Books

This method is for those who do not have an existing organization inside Zoho Books.

Method 3


Creating new accounts for items & transactions in Zoho Inventory

creating new accounts from items

creating new accounts from purchase orders

creating new accounts from bills


QuickBooks Online - BETA

Zoho inventory is integrated with QuickBooks Online to make your accounting and inventory management go hand-in-hand. With this seamless integration, QuickBooks customers can easily access all their payments in Zoho Inventory.

Insight: This integration is currently available only in the US edition of Zoho Inventory.

With this integration you can:

In this page, you will learn how to:

Set up QuickBooks Online integration in Zoho Inventory

Integrating Zoho Inventory with QuickBooks Online is a simple and straightforward process.

set up qbo integration

Insight:

  • You cannot connect multiple organizations to your Zoho Inventory organization and vice versa.
  • Ensure that the base currency of both these organizations is the same.

connect qbo to zoho inventory

Configure the integration

Importing from QuickBooks Online

The following can be imported from QuickBooks Online:

import from qbo

Exporting to QuickBooks Online

The following can be exported from Zoho Inventory:

export to qbo

Tax mapping

Insight: When mapping taxes, ensure that both taxes have the same tax rates.

map the taxes

integration details page

Delete the integration

To delete the integration with QuickBooks Online:

Insight: You can either choose to deactivate or delete the integration.

To deactivate the integration temporarily:

To delete the integration completely:

Pro Tip: If you want to integrate another Zoho Inventory organization with QuickBooks, you will have to delete the current integration and set it up again with the new organization.

delete the integration


Experience free flow of data across inventory and accounting platforms with accounting software integration
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