# Zoho Books

Zoho Books is a cloud-based accounting platform for managing invoices, expenses, bills, payments, and more. It's used by small and mid-sized businesses to handle end-to-end financial operations. Connecting it to Coupler.io lets you pull that data into your preferred analytics or reporting environment.

## Why connect Zoho Books to Coupler.io?

* **Centralize your financial data** — combine invoices, bills, expenses, and payments in one place without manual exports
* **Build custom reports** — send data to Google Sheets, Excel, BigQuery, Looker Studio, or AI tools like ChatGPT and Gemini for deeper analysis
* **Combine multiple entities** — use Join or Append transformations to link invoices with customer payments, or merge data from multiple Zoho Books organizations
* **Keep reports fresh automatically** — schedule recurring syncs so your dashboards always reflect the latest figures

## Prerequisites

Before connecting, make sure you have:

* A Zoho Books account with access to the organization you want to export
* A **Zoho Books API key** (also called an auth token) — you can generate one from your Zoho account settings
* The **Organization ID** for your Zoho Books organization — found under Settings > Organization Profile in Zoho Books

## Quick start

{% hint style="success" %}
If you want a combined AR/AP view, start by adding both the **Invoices** and **Bills** entities in the same data flow and use the Append transformation to stack them.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow.** In Coupler.io, click **Add data flow**, then search for and select **Zoho Books** as your source.
{% endstep %}

{% step %}
**Enter your API credentials.** Paste your Zoho Books API key (auth token) and your Organization ID into the connection fields. These are found in your Zoho account under Settings.
{% endstep %}

{% step %}
**Select an entity.** Choose which data you want to pull — for example, Invoices, Expenses, or Customer payments. You can add more entities to the same data flow later.
{% endstep %}

{% step %}
**Set a start date.** Use the date picker to define how far back Coupler.io should fetch records. This helps you limit the initial sync to a relevant time window.
{% endstep %}

{% step %}
**Choose a destination.** Select where your data should land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, or Gemini.
{% endstep %}

{% step %}
**Run the data flow.** Click **Run** to execute a manual sync. Once it completes successfully, your Zoho Books data will appear in your chosen destination.
{% endstep %}
{% endstepper %}

## Available entities

| Entity            | Description                                      |
| ----------------- | ------------------------------------------------ |
| Users             | Users with access to the Zoho Books organization |
| Bankings          | Bank accounts and banking information            |
| Organizations     | Organization details and settings                |
| Contacts          | Customer and vendor contact information          |
| Bills             | Bills received from vendors                      |
| Estimates         | Price quotes sent to customers                   |
| Items             | Products and services in the inventory           |
| Invoices          | Sales invoices sent to customers                 |
| Expenses          | Business expense records                         |
| Credit notes      | Credit notes issued to customers                 |
| Customer payments | Payments received from customers                 |
| Purchase orders   | Purchase orders sent to vendors                  |
| Sales orders      | Sales orders from customers                      |
| Journals          | Manual journal entries                           |
| Taxes             | Tax rates and tax settings                       |
| Transactions      | All financial transactions                       |


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