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Zoho Inventory - Accounting integrations

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class="edition-image-ke"></div> <div class="edition-label">Kenya</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('kw')"> <a href="javascript:void(0)"> <div class="edition-image-kw"></div> <div class="edition-label">Kuwait</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('es-mx')"> <a href="javascript:void(0)"> <div class="edition-image-es-mx"></div> <div class="edition-label">Mexico</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('om')"> <a href="javascript:void(0)"> <div class="edition-image-oman"></div> <div class="edition-label">Oman</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('qa')"> <a href="javascript:void(0)"> <div class="edition-image-qa"></div> <div class="edition-label">Qatar</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('sa')"> <a href="javascript:void(0)"> <div class="edition-image-saudi"></div> <div class="edition-label">Saudi Arabia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('za')"> <a href="javascript:void(0)"> <div class="edition-image-south-africa"></div> <div class="edition-label">South Africa</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ae')"> <a href="javascript:void(0)"> <div class="edition-image-uae"></div> <div class="edition-label">U.A.E</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('uk')"> <a href="javascript:void(0)"> <div class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('us')"> <a href="javascript:void(0)"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> </div> </div> </div> </div> </div> <div class="mobile-version text-right"> <div class="col-lg-11 col-md-10 col-sm-10 search-box" style="z-index:1;"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> </div> <div class="navbar-collapse collapse" id="help-main-menu"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li ><a href="/inventory/kb/general-overview/" target="_blank">FAQ</a></li> <li><a href="/inventory/api/v1/" target="_blank">Developers</a></li> <li><a href="/inventory/support/" target="_blank">Resources</a></li> <li id="help-kb-signup-button"><a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoInventory&signupurl=https://www.zoho.com/inventory/signup?help.header" target="_blank">Sign In</a></li> </ul> </div> </div> <div class="mobile-search"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> <div class="help-container" id="help-container"> <div class="help-sidebar" id="side-bar-group"> <div class="sidebar-close"> <span class="icon-close">x</span> CLOSE </div> <ul class="help-main-menu nav nav-pills nav-stacked"> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Getting Started</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/getting-started/sign-up.html">Access Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/login.html">Log In to Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/dashboard.html">The Dashboard</a> </li> <li > <a href="/inventory/help/getting-started/manage-organization.html">Manage Organizations</a> </li> <li > <a href="/inventory/help/getting-started/keyboard-shortcuts.html">Keyboard Shortcuts</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Settings</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/settings/settings-overview.html">Settings - Overview</a> </li> <li > <a href="/inventory/help/settings/organization-settings.html">Organization Profile</a> </li> <li > <a href="/inventory/help/settings/users.html">Users &amp; Roles</a> </li> <li > <a href="/inventory/help/settings/preferences.html">Preferences</a> </li> <li > <a href="/inventory/help/settings/currencies.html">Currencies</a> </li> <li > <a href="/inventory/help/settings/sub-accounts.html">Sub Accounts</a> </li> <li > <a href="/inventory/help/settings/taxes.html">Taxes</a> </li> <li > <a href="/inventory/help/settings/reporting-tags.html">Reporting Tags</a> </li> <li > <a href="/inventory/help/settings/templates.html">PDF Templates</a> </li> <li > <a href="/inventory/help/settings/emails.html">Emails</a> </li> <li > <a href="/inventory/help/settings/reminders.html">Reminders</a> </li> <li > <a href="/inventory/help/settings/automation.html">Automation</a> </li> <li > <a href="/inventory/help/settings/connections.html">Connections</a> </li> <li > <a href="/inventory/help/web-tabs/index.html">Web Tabs</a> </li> <li > <a href="/inventory/help/settings/incoming-webhooks.html">Incoming Webhooks</a> </li> <li > <a href="/inventory/help/import-export/data-backup.html">Data Backup</a> </li> <li > <a href="/inventory/help/subscription/subscription.html">Subscription</a> </li> <li > <a href="/inventory/help/settings/privacy-and-security.html">Privacy &amp; Security</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers &amp; Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers &amp; Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing &amp; Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Made</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-made/payments-made.html">Payments Made</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Credits</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-credits/index.html">Overview - Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/functions.html">Basic Functions in Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/manage.html">Manage Vendor Credits</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Dropshipment</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/drop-shipments/drop-shipments.html">Dropshipment</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Backorder</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/backorder/backorders.html">Backorder</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Transaction Approval</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/transaction-approval/transaction-approval.html">Overview</a> </li> <li > <a href="/inventory/help/transaction-approval/transaction-approval-process.html">Approval Process</a> </li> <li > <a href="/inventory/help/transaction-approval/manage-approvals.html">Manage Approvals</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Contextual Chat</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contextual-chat/contextual-chat.html">Contextual Chat</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Tasks</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/ae/inventory/help/tasks/tasks.html">Tasks</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customer Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/customer-portal/index.html">Customer Portal Overview</a> </li> <li > <a href="/inventory/help/customer-portal/preferences.html">Customer Portal Preferences</a> </li> <li > <a href="/inventory/help/customer-portal/functions.html">Functions in Customer Portal</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-portal/index.html">Vendor Portal</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Zoho App Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/advanced-analytics.html">Zoho Analytics</a> </li> <li > <a href="/inventory/help/integrations/crm-integrations.html">Zoho CRM</a> </li> <li > <a href="/inventory/help/integrations/desk-integration.html">Zoho Desk</a> </li> <li > <a href="/inventory/help/integrations/commerce-integration.html">Zoho Commerce</a> </li> <li > <a href="/inventory/help/integrations/cliq-integration.html">Zoho Cliq</a> </li> <li > <a href="/inventory/help/integrations/salesiq.html">Zoho SalesIQ</a> </li> <li > <a href="/inventory/help/integrations/sign-integration.html">Zoho Sign</a> </li> <li > <a href="/inventory/help/integrations/zoho-mail-integration.html">Zoho Mail</a> </li> <li > <a href="/inventory/help/integrations/zoho-notebook-integration.html">Zoho Notebook</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/integrations-overview.html">Integrations - Overview</a> </li> <li > <a href="/inventory/help/integrations/aftership-integration.html">Shipment Tracking</a> </li> <li > <a href="/inventory/help/integrations/sales-channel.html">Marketplace &amp; Shopping Cart</a> </li> <li > <a href="/inventory/help/integrations/shipping-integration.html">Shipping Carriers</a> </li> <li > <a href="/inventory/help/integrations/online-payments.html">Online Payments</a> </li> <li class="active" > <a href="/inventory/help/integrations/accounting-integrations.html">Accounting</a> </li> <li > <a href="/inventory/help/integrations/whatsapp-integration.html">WhatsApp</a> </li> <li > <a href="/inventory/help/integrations/gapps-inventory.html">G Suite</a> </li> <li > <a href="/inventory/help/integrations/slack-integration.html">Slack</a> </li> <li > <a href="/inventory/help/integrations/avalara-integration.html">Avalara</a> </li> <li > <a href="/inventory/help/integrations/office365-integration.html">Microsoft 365</a> </li> <li > <a href="/inventory/help/integrations/twilio.html">Twilio</a> </li> <li > <a href="/inventory/help/integrations/zsc-key.html">Zoho Inventory ZSC Key</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Import &amp; Export</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/import-export/index.html">Overview</a> </li> <li > <a href="/inventory/help/import-export/import.html">Importing Data</a> </li> <li > <a href="/inventory/help/import-export/export.html">Exporting Data</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Reports</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/reports/reports-overview.html">Reports Overview</a> </li> <li > <a href="/inventory/help/reports/managing-reports.html">Managing Reports</a> </li> <li > <a href="/inventory/help/reports/inventory-reports.html">Inventory Reports</a> </li> <li > <a href="/inventory/help/reports/sales-reports.html">Sales Reports</a> </li> <li > <a href="/inventory/help/reports/purchase-reports.html">Purchase Reports</a> </li> <li > <a href="/inventory/help/reports/activity-reports.html">Activity Reports</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What&#39;s New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What&#39;s New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="accounting-integrations">Accounting Integrations</h1> <p>Our powerful integrations feature allows you to seamlessly synchronize with an accounting platform - in our case <strong>Zoho Books</strong>.</p> <p>If you are an existing user of Zoho Books, you can easily synchronize your organization in Zoho Books with Zoho Inventory and have all your existing contacts, items and other data reflected inside Zoho Inventory automatically.</p> <p>This integration will also allow new users to use Zoho Books by utilizing the data inside Zoho Inventory.</p> <div class="embed video-player"> <iframe class="youtube-player" type="text/html" src="//www.youtube-nocookie.com/embed/6UmhGdakNFY?rel=0" frameborder="0" allowfullscreen></iframe> </div> <h5 id="guide-layout">Guide layout:</h5> <ul> <li> <p><a href="#prerequisites">Prerequisites</a></p> </li> <li> <p><a href="#why-zoho-books">Why integrate with Zoho Books?</a></p> </li> <li> <p><a href="#the-way-it-works">The way it works</a></p> </li> <li> <p><a href="#with-zoho-books">Setting up an integration with Zoho Books</a></p> <ul> <li><a href="#joining-first-organization-with-Books">Creating your very first organization by joining an existing Zoho Books organization</a></li> <li><a href="#joining-an-organization-from-Books">Joining your existing organization at a later point</a></li> <li><a href="#from-Inventory-to-Books">Joining a Zoho Inventory organization with Zoho Books</a></li> </ul> </li> <li> <p><a href="/inventory/help/items/item-creation.html#books-items">Adding your items from Zoho Books to Zoho Inventory</a></p> <ul> <li><a href="/inventory/help/items/item-creation.html#prerequisites-for-reflecting-books-items">Prerequisites</a></li> <li><a href="/inventory/help/items/item-creation.html#enable-inventory">Enabling inventory tracking for your untracked items</a></li> <li><a href="/inventory/help/items/item-creation.html#access">Ease of access</a></li> </ul> </li> <li> <p><a href="/inventory/help/items/item-creation.html#grouping-of-ungrouped-items">Grouping of ungrouped Items from Zoho Books</a></p> </li> <li> <p><a href="#new-accounts">Creating new accounts for items &amp; transactions in Zoho Inventory</a></p> </li> </ul> <hr> <h3 id="prerequisites">Prerequisites</h3> <ul> <li>Must be an existing user of Zoho books for integrating with Zoho Books.</li> <li>The user must understand that no two different organizations can be joined together. This is because the joining process basically involves connecting a single organization across both the apps.</li> </ul> <hr> <h3 id="why-zoho-books">Why integrate with Zoho Books?</h3> <ul> <li>Zoho Books is a simple to setup and simple to use robust accounting platform on the cloud.</li> <li>Centralized data between Zoho Books and Zoho Inventory - no more double entries.</li> <li>Access to additional modules inside Zoho Books for your inventory and customer management like recurring invoices, recurring bills, accounts, customer portal, credit notes, time sheets, more reports and more in-house integrations.</li> </ul> <hr> <h3 id="the-way-it-works">The way it works</h3> <p>Zoho Books and Zoho Inventory have the same core. Simply put, it&rsquo;s like looking at two different sections of a single ship, each designed to accomplish its specialized role for carrying the same cargo. Hence when you create an organization in one of these apps, you will be able to tap into it by simply joining that organization into the other app.</p> <ul> <li>On setting up an 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.</li> <li>Henceforth any new operation in Zoho Books will be reflected in Zoho Inventory and vice versa.</li> <li><strong>For example:</strong> after you have successfully setup an integration, if you create a sales order in Zoho Books, it will be reflected in the sales order module of your Zoho Inventory.</li> </ul> <p><img src="/inventory/help/images/flow/zom-zb-flow.png" alt="integration flow"></p> <hr> <h3 id="with-zoho-books">Setting up an integration with Zoho Books</h3> <p>You can synchronize Zoho Books and Zoho Inventory in three ways:</p> <h4 id="joining-first-organization-with-Books">Creating your very first organization in Zoho Inventory by joining an existing Zoho Books organization</h4> <p>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:</p> <ul> <li>Select your Zoho Books organization from the list.</li> <li>Click on the <strong>Join Organization</strong> to integrate with <strong>Zoho Books</strong>.</li> </ul> <img class="small-img" src="/inventory/help/images/getting-started/zoho-user-join.png" alt="Image of method 1"> <ul> <li>On doing so, all the data and the preferences that you have in Zoho Books will be reflected inside Zoho Inventory.</li> <li>You can also note that the organization ID in Zoho Books and Zoho Inventory are going to be one and the same. This is because your organization is like a single palanquin that is now borne by two bearers(in our case two apps).</li> </ul> <h4 id="joining-an-organization-from-Books">Joining your existing organization at a later point</h4> <ul> <li> <p>During your first try, you may have opted to setup a brand new organization in Zoho Inventory. After evaluating the app, now you have a need or a requirement to integrate with your existing Zoho Books organization.</p> </li> <li> <p>But we know for a fact that two different organizations(with different organization IDs) cannot be integrated together.</p> </li> <li> <p>Worry not! You can fulfill this requirement by joining your existing Zoho Books organization into Zoho Inventory by creating it as a second organization.</p> </li> </ul> <p>To do so:</p> <p><img src="/inventory/help/images/integrations/books-intg-2.png" alt="image of method 2"></p> <ul> <li>Click on the name of your current organization that&rsquo;s displayed on the header</li> <li>Choose the option &lsquo;<strong>Manage Organizations</strong>&rsquo; in the drop down.</li> <li>Click on the <strong>Join your existing Organizations</strong> button</li> <li>You will be directed to a page where all your existing organizations in Zoho Books and finance apps are listed.</li> <li>Select the desired organization.</li> <li>Click on the <strong>Join Organization</strong> button to setup an integration.</li> </ul> <p><img src="/inventory/help/images/integrations/books-intg-2-2.png" alt="image of method 2 step 2"></p> <ul> <li>Doing this, will join your existing Zoho Books organization into Zoho Inventory. This will be created as another organization here that will bear the ID of the one you have in Zoho Books.</li> <li>You can these either send us a delete request for your first evaluation organization in Zoho Inventory or name it as a Test Org and utilize it to test out new features and workflows(we roll out new features and updates often) before you implement them inside your active/real organization.</li> </ul> <h4 id="from-Inventory-to-Books">Joining a Zoho Inventory organization with Zoho Books</h4> <p>This method is for those who do not have an existing organization inside Zoho Books.</p> <ul> <li>Log into your Zoho Inventory organization.</li> <li>Click on the <strong>Integrations</strong> Tab on the side bar.</li> <li>Choose the <strong>Accounting</strong> tab.</li> <li>Click on the <strong>Access Now</strong> button.</li> <li>It will automatically take you to the same organization in Zoho Books.</li> <li>You will be taken through a quick setup process during the first time.</li> <li>On configuring all the steps, the same organization will be available in Zoho Books as well.</li> <li><strong>Important Note:</strong> <ul> <li>This method will be useful when a user created a new organization in Zoho Inventory and wishes to articulate the accounting features of Zoho Books for this organization.</li> <li>This method will not join this new organization with an existing organization in Zoho Books.</li> </ul> </li> </ul> <p><img src="/inventory/help/images/integrations/books-intg-3.png" alt="Method 3"></p> <hr> <h3 id="new-accounts">Creating new accounts for items &amp; transactions in Zoho Inventory</h3> <ul> <li>In Zoho Inventory, an inventory item can be associated and tracked under three different types of accounts - a sales account, a purchase account and an asset account. By default, an inventory item is associated with the following accounts - <strong>Sales, Cost of Goods Sold</strong> and <strong>Inventory Asset</strong>.</li> <li>Normally, you can also define new accounts in the integrated Zoho Books organization and associate them to items of your choice in Zoho Inventory to keep track of them separately. Learn about <a href="/books/help/accountant/chart-of-accounts.html">creating a new account from the Chart of Accounts of the integrated Zoho Books organization</a></li> </ul> <p><img src="/inventory/help/images/integrations/accounts-new-item.png" alt="creating new accounts from items"></p> <ul> <li>That being said, you can also create cost of goods sold type accounts within Zoho Inventory from creation page of items. Learn more about <a href="/inventory/help/items/item-creation.html#creating-standalone-inventory-items">creating an item</a>.</li> </ul> <p><img src="/inventory/help/images/integrations/accounts-new-po.png" alt="creating new accounts from purchase orders"></p> <ul> <li>Further to this, you can also create and associate asset, liability and expense type accounts from the creation page of purchase orders and bills.<a href="/inventory/help/purchase-orders/purchase-order-creation.html">creating a purchase order</a>.</li> </ul> <p><img src="/inventory/help/images/integrations/accounts-new-bill.png" alt="creating new accounts from bills"></p> <hr> <div class="lp-redirection"> <div class="lp-icon-section"> <svg viewBox="0 0 512 512" class="bulb-icon"><path d="M244 337.6c-2.6 0-5.2-.8-7.6-2.4-6.7-4.5-8.7-14.1-4.5-21.4l17.9-30.8-15.9-10.8c-3.2-2.2-5.5-5.7-6.3-9.7-.8-4-.2-8.2 1.8-11.7l29-50.1c4.2-7.2 13-9.4 19.7-4.9 6.7 4.6 8.7 14.1 4.5 21.4l-21.4 37 15.9 10.8c3.2 2.2 5.5 5.7 6.3 9.7.8 4 .2 8.2-1.8 11.7l-25.5 43.9c-2.7 4.8-7.4 7.3-12.1 7.3"/><path d="M282 462.5h-41.5c-15.2 0-29.3-6.9-38.6-18.8l-.4-.6c-6.9-9.1-10.7-20.6-10.7-32.4v-14.1c0-18.9-8.2-36.9-22.4-49.4-29.7-26-46.8-63.7-46.8-103.5 0-36.2 13.8-70.3 38.9-96.1 25.1-25.7 58.5-40.1 94.1-40.5 35.9-.4 70 13.7 95.8 39.7 25.9 26 40.1 60.4 40.1 96.8 0 39.7-17 77.4-46.7 103.4-11 9.6-20.1 42.6-23.1 53.5-2.2 7.8-10.1 12.3-17.8 10.2-7.7-2.2-12.2-10.3-10-18.1 10.3-37.2 19.6-56.8 32-67.7 23.3-20.4 36.6-50 36.6-81.2 0-28.6-11.2-55.6-31.5-76-20.1-20.2-46.3-31.2-74.1-31.2h-1.1c-28 .3-54.2 11.6-73.9 31.8-19.7 20.2-30.5 47-30.5 75.4 0 31.3 13.4 60.9 36.8 81.3 20.6 18 32.5 44.1 32.5 71.6v14.1c0 5.3 1.7 10.5 4.8 14.5 0 .1.1.1.1.2l.1.1c3.7 4.8 9.7 7.7 15.9 7.7H282c8 0 14.4 6.6 14.4 14.7s-6.4 14.6-14.4 14.6m-13.6 48h-24.9c-9 0-16.4-6.4-16.4-14.4s7.3-14.4 16.4-14.4h24.9c9 0 16.4 6.4 16.4 14.4s-7.3 14.4-16.4 14.4M251.2 78.3c-8 0-14.4-6.3-14.4-14.1V15.6c0-7.8 6.4-14.1 14.4-14.1s14.4 6.3 14.4 14.1v48.6c0 7.8-6.4 14.1-14.4 14.1m173.7 124.9c-5.4 0-10.7-3-13.4-8.3-4-7.7-1.3-17.3 6.1-21.4l46.3-26c7.4-4.2 16.7-1.3 20.7 6.4s1.3 17.3-6.1 21.4l-46.3 26c-2.3 1.3-4.8 1.9-7.3 1.9m-337.8 9.6c-2.5 0-4.9-.6-7.3-1.9l-46.3-26c-7.4-4.2-10.2-13.8-6.1-21.4 4-7.7 13.3-10.5 20.7-6.4l46.3 26c7.4 4.2 10.2 13.8 6.1 21.4-2.8 5.3-8 8.3-13.4 8.3"/></svg> </div> <div class="lp-redirection-text"> Experience free flow of data across inventory and accounting platforms with <strong><a class="redirection-link" href="/inventory/inventory-accounting-software?utm_source=HelpDocRedirection&utm_medium=Website" target="_blank" rel="noopener noreferrer">accounting software integration</a></strong> </div> </div> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you&apos;re looking for&quest;</p> <p class="popup-text-style popup-text-font">We&apos;re just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; 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