The Zoho Books connector for Zoho Analytics allows you to import your accounting and financial data into Zoho Analytics and build comprehensive reports on invoicing, expenses, payments, profit and loss, and cash flow. This integration gives finance teams and business owners a clear analytical view of their financial performance beyond the standard reports available within Zoho Books.

What Data Is Synced

The connector imports data from Zoho Books including:

• Invoices and credit notes
• Bills and vendor payments
• Expenses and expense reports
• Customer payments and receipts
• Chart of accounts and journal entries
• Contacts (customers and vendors)
• Items and products
• Projects and timesheets

Setting Up the Connector

1. In Zoho Analytics, navigate to Import Data and select Zoho Books from the connector list.
2. Authenticate with your Zoho Books account.
3. Select your organisation and choose the data modules to import.
4. Configure the synchronisation frequency.
5. Click Import to create the workspace and run the initial data sync.

Pre-Built Reports and Dashboards

Zoho Analytics creates a pre-built workspace with financial reports covering:

• Accounts receivable and payable ageing
• Revenue by customer, product, and period
• Expense breakdowns and trend analysis
• Invoice payment performance and overdue tracking
• Profit and loss trend analysis
• Cash flow and payment reconciliation