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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Financial teams need quick access to profit and loss data. But exporting reports from Zoho Books can be tedious and time-consuming.
What if you could pull this data directly into Excel and keep it fresh?
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Zoho Books account
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Step 3:
Select Import from Reports and choose Profit and Loss Report
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Step 4:
Set up auto-refresh to keep your data updated automatically
Step-by-step guide to importing Zoho Books Profit and Loss Report
Step 1: Install Coefficient and connect to Zoho Books
First, you’ll need to install the Coefficient add-in for Excel and connect it to your Zoho Books account.
- Open Excel
- Go to the Insert tab
- Click Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data”
Step 2: Select Zoho Books and the Profit and Loss Report
Now you’ll connect to Zoho Books and select the Profit and Loss Report.
- In the Coefficient sidebar, find and select “Zoho Books” under the Finance & Accounting section
- Log in to your Zoho Books account when prompted
- Select “Import from Reports”
- Find and select “Profit and Loss Report” from the available reports
Step 3: Configure and import your data
You can now customize your report before importing it.
- Select the date range for your Profit and Loss Report
- Choose any additional filters you need
- Select the destination cell in your Excel spreadsheet
- Click “Import” to bring your data into Excel
Step 4: Set up auto-refresh (optional)
Keep your data fresh with automatic updates.
- Click on the “…” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set up optional Slack or email notifications for when data changes
Available Zoho Books reports and objects
Zoho Books offers various reports and objects that you can import into Excel using Coefficient. Here’s what’s available:
Reports
- Trial Balance Report
- Profit and Loss Report
- Balance Sheet Report
- Customer Balances Report
- Vendor Balances Report
- Account Transactions
- Sales by Customer
- Sales by Item
- Aging Summary
- Tax Summary
Objects
- Contacts
- Invoices
- Bills
- Estimates
- Quotes
- Sales Orders
- Credit Notes
- Expenses
- Purchase Orders
- Bank Transactions
- Users
- Journals
Frequently asked questions
Take control of your financial reporting
Importing your Zoho Books Profit and Loss Report into Excel with Coefficient transforms how you work with financial data. No more manual exports or outdated information.
With live data connections, you can build dynamic dashboards that update automatically. Set up alerts to notify your team when key metrics change. Share reports on a schedule so everyone stays informed.
Finance teams save hours each week by automating these processes. The data stays accurate because it comes directly from the source.
Best of all, you can work in the familiar Excel environment while maintaining a live connection to your Zoho Books data.
Try Coefficient todayReady to streamline your financial reporting?and see how easy it can be to work with live Zoho Books data in Excel.
Related Zoho Books Use Cases
How to Import Sales by Item Reports from Zoho Books into Excel
Learn how to import Zoho Books Sales by Item reports into Excel using Coefficient for real-time financial data analysis and automated reporting.
How to Import Balance Sheet Report from Zoho Books into Excel
Learn how to import your Zoho Books Balance Sheet Report directly into Excel using Coefficient for real-time financial data analysis and reporting.
How to Import Customer Balances Report from Zoho Books into Excel
Learn how to import your Zoho Books Customer Balances Report into Excel using Coefficient for real-time financial data analysis and reporting.
Frequently Asked Questions
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How to generate Profit and Loss report in Zoho Books?
In Zoho Books, go to Reports > Financial Statements > Profit and Loss. Select your date range and any filters you need. The report shows your income, expenses, and net profit for the selected period. With Coefficient, you can import this report directly into Excel and keep it updated automatically.
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How to automate importing Zoho Books Profit and Loss Report to Google Sheets daily?
While this guide focuses on Excel, the process for Google Sheets is similar:
- Install Coefficient from Google Workspace Marketplace
- Connect to Zoho Books
- Import the Profit and Loss Report
- Set up daily refresh schedule
Coefficient handles the automation, so your data stays fresh without manual work.
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How do I create a Zoho Books Profit and Loss Report in Excel?
You have two options:
- Manually export from Zoho Books and import to Excel (time-consuming)
- Use Coefficient to create a direct connection (faster and automated)
Coefficient eliminates manual exports and keeps your data updated automatically.
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How to send Zoho Books Profit and Loss Report by email automatically?
After importing your Profit and Loss Report to Excel with Coefficient:
- Click the “…” menu next to your imported data
- Select “Schedule Report”
- Choose email as your delivery method
- Set your schedule (daily, weekly, monthly)
Coefficient will automatically send the updated report to specified recipients.
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How to send slack alerts about Profit and Loss data from Zoho Books?
Coefficient makes this easy:
- Import your Profit and Loss Report
- Click “Create Alert” in the Coefficient sidebar
- Set conditions (e.g., “Net Profit < $10,000”)
- Select Slack as your notification channel
You’ll get alerts in Slack whenever your financial data meets your specified conditions.
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