Zoho Books integration

Apr 05, 2024

Many small businesses in the growth stage will begin to find that doing their accounting on Excel spreadsheets is no longer enough. With a lot of manual data entry and paper documents involved, complex processes will quickly take up a lot of your time. In this case, accounting software can be your solution to better processes and close the books faster. One of the most popular accounting software is Zoho Books. 

Like many other tools that you’ll employ, accounting software like Zoho Books is most effective when you use it alongside other tools and completely integrate it into your processes. The good news is that Volopay offers direct integration with Zoho Books, which enables you to use your tools in tandem for a more streamlined accounting workflow.

Introducing Zoho Books integration with Volopay

Having expense management software to manage your business finances is a great idea that would benefit everyone involved in the business. However, expense management is only one part of the bigger picture. Even with an expense management tool, other aspects of your business finance and accounting might still not be optimal.

Say you use Volopay and Zoho Books, for example. Both software are meant to help you improve your financial processes. However, you don’t currently have direct integration between the two just yet. Your accounting team could be struggling with and wasting a lot of time manually keying in data from Volopay into Zoho Books, especially when you have a large number of transactions. Not only that, but you run into the risk of data entry errors. With manual data entry, the accuracy of your expense management software could be compromised when the data is entered into your accounting software. In some ways, it’d be defeating the purpose of using both.

To mitigate this problem and free up your accounting team’s time, Volopay offers accounting integrations that will allow you to sync your transactions on our platform with your accounting software. In just a few clicks, you can integrate Volopay with Zoho Books and directly sync your transactions.

How Zoho Books integration can benefit your business

Create better workflows

The goal of using automation tools is to streamline your processes and create better workflows. While it’s possible to use just one tool to fix processes in one particular area, doing that won’t be enough to create cohesiveness all throughout the workplace. The best tools are connected to one another to help create a more cohesive workflow on multiple fronts.

When you integrate Zoho Books with Volopay, the impact of your expense management software grows. Your accounting team can not only reap the benefits of expense management but also ensure that the accounting processes are in line with your workflows related to expense management. 

Using Volopay will be easier when you have information like vendors, tax codes, and bank accounts already readily available from your Zoho Books account. Increase accuracy and reduce wasted time in just a few clicks.

Auto-classification with triggers

Syncing your transactions from Volopay into Zoho Books is undoubtedly a useful feature. You won’t have to manually enter every payment made on Volopay on your Zoho Books account. But it doesn’t just stop there. 

Instead of just dumping all your data from Volopay into Zoho Books, you can actually auto-classify and categorize your transactions on your ledger. Use smart accounting triggers when making and recording your transactions on Volopay. The categorization will be automatically reflected on your Zoho Books account via direct sync. Make accounting as simple as possible.

Reduce manual errors

Not only does data entry take a lot of time, but it also comes with the risk of errors like typos and duplicate entries. Errors like these happen more commonly than anticipated when your data entry process happens manually. Even the most meticulous accountants are not exempt from occasional errors.

When errors happen, your accounting team will then have to spare more time to double-check the data and correct the errors. That could make the entire process twice as long. By eliminating manual data entry, you’ll also be eliminating manual errors. 

Accountants no longer have to spend long hours tediously entering and double-checking data. All your data from Volopay will be directly synced into your Zoho Books account. Very few manual touchpoints are needed, meaning that there’s less risk of manual errors.

Close your books faster

It’s no surprise that manual data entry is a productivity killer considering the amount of time spent on a task that gets repetitive really fast. What’s worse is that when motivation and productivity are low, employees might not perform their tasks optimally. This leads to even more time being wasted on data entry.

For the accounting team, it could easily end up with unnecessarily lengthy processes just to keep your ledger up to date and close your books. Luckily, integrating your expense management platform with accounting software like Zoho Books will eliminate manual data entry needs. 

Ensuring that everything is updated and accurate will lead to better bookkeeping, which in turn will increase your accounting team’s productivity. Gone are the long hours spent on repetitive administrative tasks.

How to use this feature?

Set up integration

To set up the Zoho Books integration on your Volopay account, click on the “Accounting” tab on your dashboard. Then, go into “Integrations”. You’ll find Zoho Books as one of the accounting software that you can directly connect and integrate with. Click on the Zoho Books logo to connect with your Zoho Books account. 

You can sync your chart of accounts, tax codes, bank accounts, and vendor information from your Zoho Books account to Volopay once you’re connected. All you have to do is click on the “Sync” button.

View synced information

Once you have synced information from Zoho Books, you’ll be able to view all the fetched information on the “Integrations” page. Click on the edit button to toggle vendors, categories, and tax codes on and off for ease of use on your Volopay account. 

By clicking on the “Settings” button on the “Integrations” page, you can also choose default credit and reimbursement bank accounts.

Customize triggers and mandatory tags

Go into “Triggers” under the “Accounting” tab to view and edit triggers to simplify your accounting. You can assign the information that you have fetched from your Zoho Books account to vendors, cards, users, and even budgets. This way, all of your transactions will be reflected accurately and categorized on your Zoho Books accounting software.

Sync bill payments, payroll, and settled reimbursements

All it requires to sync your payments on Volopay to Zoho Books is to click the “Sync” button on the “Integrations” page. Your transactions will then be reflected on your Zoho Books account.

Who is eligible to make use of Zoho integration?

Zoho Books integration can be enjoyed by any business that has a Volopay account and uses Zoho Books accounting software. So long as you have an active account on both platforms, you can easily integrate Zoho Books with Volopay.

All you need to do is log into your Volopay account to get started with the integration, complete with direct sync of all your vendor and payment information.

Wrapping up

The best expense management tools for your business are the ones that make an impact. They’re meant to help you streamline your finance processes and free your employees’ time to allow more productivity. With Zoho Books integration, you can make the most of Volopay and easily achieve these results.

When you have the ability to sync important information from your Zoho Books account instead of having to manually enter them again on Volopay, you’ll be able to save a lot of time and get started sooner. Once the ball is rolling, you’ll also find it increasingly helpful that you don’t have to key in every transaction that you make on Volopay on your Zoho Books accounting software. 

Save plenty of time by simply clicking on the sync button. Your finance and accounting teams will be able to redirect their time and attention from manual processes that kill productivity to other important agendas.

Spend less time on closing books & more time on growing your business