Invoist + Zoho Books

Send checked invoices to Zoho Books as bills

Upload or forward a supplier invoice, and Invoist reads it for you to check. With one click it becomes a bill in Zoho Books, with the vendor, dates and amounts filled in.

  • No add-on needed
  • Included in every Invoist plan
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Accounting

What you get

  • No more typing bills

    The vendor, bill number, dates and every line come from the invoice itself.

  • Filed under the right account

    Each Invoist category, such as travel or software, goes to the Zoho Books account you pick for it.

  • Warnings before you send

    Invoist points out new bank details, amounts far from the usual, and likely duplicates before you send anything.

What arrives in Zoho Books

Read by InvoistZoho Books bill
  • SupplierVendor
  • Invoice numberBill number
  • Invoice dateBill date
  • Due dateDue date
  • Each lineA line item, on the account for its category
What Invoist fills in on each Zoho Books bill.

Set up Invoist with Zoho Books

  1. 1

    In Invoist, open Integrations and choose Connect on the Zoho Books card.

  2. 2

    Sign in to Zoho Books and choose the organization to connect. Zoho Books sends you back to Invoist.

  3. 3

    Choose Manage. Pick a default account, for invoices without a category, and a Zoho Books account for each of your Invoist categories. Choose Save mapping.

  4. 4

    Open an invoice you've checked and choose Send to accounting. It appears in Zoho Books as a bill shortly after.

Good to know

You choose what gets sent
Nothing goes to Zoho Books on its own. Each invoice is sent when you choose Send to accounting on it.
Set a default account first
Invoices without a category go to the default account, so Invoist sends nothing to Zoho Books until you have picked one.
New vendors are added for you
Invoist looks for a vendor in Zoho Books with exactly the same name. If there isn't one, it adds a new vendor, so check the name in Invoist before sending.
The original file stays in Invoist
The PDF or photo isn't attached to the bill in Zoho Books yet. Open the invoice in Invoist to see it.
Disconnecting keeps what's already there
If you disconnect, bills already sent stay in Zoho Books. New invoices just stop being sent.

More ways to connect Invoist

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Try it on a real invoice.

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