How to Connect Zoho Books to Google Sheets

Last Modified: June 16, 2024 - 3 min read

Julian Alvarado
Connect Zoho Books to Google Sheets

Zoho Books is a comprehensive accounting software that helps businesses streamline their financial management, create invoices, and track expenses.

By connecting Zoho Books to Google Sheets using Coefficient, you can effortlessly import your financial data into a spreadsheet for further analysis, reporting, and budgeting.

This tutorial will walk you through the process of setting up the integration and fetching your Zoho Books data into Google Sheets.

Prefer video? Watch the tutorial here!

Advantages of Using Google Sheets to Analyze Zoho Books Data

  • Collaborative financial management: Share your Zoho Books data with team members and collaborate on financial analysis tasks in real-time using Google Sheets.
  • Customizable reporting: Create personalized reports and visualizations using your Zoho Books data in Google Sheets, making it easier to communicate key financial insights to stakeholders.
  • Improved budgeting and forecasting: Utilize historical data from Zoho Books to develop precise budgets and financial projections in Google Sheets.

Step-by-Step Tutorial: Connecting Zoho Books to Google Sheets

Follow these straightforward steps to import your Zoho Books data into Google Sheets using Coefficient:

Step 1. Install Coefficient in Google Sheets

Navigate to the top menu and click ‘Extensions’ > Add-ons > Get add-ons.

find zoho books to google sheets connector

This will launch Google Workspace Marketplace.

Type “Coefficient” in the search bar. Select the first app that appears.

install zoho books connector for google sheets coefficient

Grant Coefficient access your Google Account by clicking ‘Allow,’ when prompted.

authorize coefficient zoho books google sheets connector

Coefficient will appear in the extension menu of Google Sheets.  

Navigate to the app and click ‘Launch.’

launch zoho books google sheets connector

Coefficient will open on the right-hand side of your spreadsheet.

open up coefficient to import zoho books into google sheets

Step 2. Connect Zoho Books to Coefficient

Coefficient Excel Google Sheets Connectors
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Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

Click “Import from…”, search for “Zoho Books” in the list of available data sources, and select it.

connect zoho books to google sheets

Provide your Zoho Books API credentials to authenticate the connection.

authorize zoho books to google sheets

Step 3. Import Zoho Books Data into Google Sheets

Click “Start from Scratch.”

import zoho books data into google sheets from scratch

Choose the desired Zoho Books object (e.g., Invoices, Expenses, or Contacts) from the list of available imports.

import zoho books invoices into google sheets with coefficient

Select the fields you want to include in the import and apply any necessary filters.

pull zoho books invoices into google sheets

Click “Import” to fetch the selected Zoho Books data into your Google Sheets spreadsheet.

import zoho books into google sheets

Use Cases for Analyzing Zoho Books Data in Google Sheets

  • Revenue Analysis: Import your Zoho Books invoices into Google Sheets to generate customized reports, monitor overdue invoices, and analyze revenue patterns over time.
  • Expense Management: Fetch your Zoho Books expenses data into Google Sheets to categorize spending, track adherence to budgets, and identify potential areas for cost reduction.
  • Sales Analysis: Examine sales orders and estimates data from Zoho Books in Google Sheets to monitor conversion rates, track inventory levels, and optimize your sales strategies.

Tips and Tricks for Using Zoho Books with Google Sheets

  • Configure scheduled data refreshes in Coefficient to ensure your Zoho Books data in Google Sheets is always current.
  • Utilize Google Sheets’ pivot tables and charts to quickly summarize and visualize your financial data for better insights.
  • Take advantage of Google Sheets’ built-in financial functions to conduct advanced calculations and create comprehensive financial models.

Connect Zoho Books to Google Sheets with Coefficient

Connecting Zoho Books to Google Sheets using Coefficient streamlines the process of importing and analyzing your financial data.

By following this tutorial, you can easily fetch your Zoho Books data into a Google Sheets spreadsheet and leverage the powerful tools available in Google Sheets to gain valuable insights into your business finances. Get started with Coefficient today to simplify your financial analysis workflow.

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Try the Spreadsheet Automation Tool Over 350,000 Professionals are Raving About

Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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