---
title: "Zoho Books connector"
description: "Connect Zoho Books to OpenEmail. The assistant looks things up in Zoho Books and acts there when you say so. Free to start."
url: "https://openemail.uk/connectors/zoho-books"
---

# OpenEmail + Zoho Books

Connect Zoho Books once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.

[Open mail](https://openemail.uk/mail/inbox) [Get Started](https://openemail.uk/signup.md)[All connectors](https://openemail.uk/connectors.md) Free to start Asks before it changes anything

Accounting

## About Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Actions: 265

## What the assistant can do in Zoho Books

A few of the things it can do once Zoho Books is connected.

### Look things up

These run as soon as you ask.

- Convert Purchase Order To Bill
  
  Retrieve bill data from purchase orders for conversion
- Get Chart Of Account
  
  Fetch details of a specific chart of account
- Get Contact
  
  Fetch details of a specific contact
- Get Credit Note
  
  Fetch details of a specific credit note by ID
- Get Estimate
  
  Fetch details of a specific estimate

### Make changes

It shows you what it is about to do and waits for your OK.

- Apply Credit Note to Invoice
  
  Apply a credit note to one or more invoices in Zoho Books
- Apply Credits to Invoice
  
  Apply credit notes to an invoice in Zoho Books
- Create Bank Account
  
  Create a bank or credit card account
- Create Bank Transaction
  
  Create a manual bank transaction
- Create Chart Of Account
  
  Create a new chart of account in Zoho Books

How it works

## Three steps

Connect Zoho Books

Sign in to Zoho Books from the Connectors page. There is nothing to install.

Ask in plain words

Ask the assistant in OpenEmail. It finds the right action in Zoho Books and runs it.

Stay in control

Lookups run at once. Anything that changes Zoho Books waits for your OK.

Price

## Free to start

The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Zoho Books whenever you like.

More apps

## Works with these too

### Apaleo

Apaleo is a cloud-based property management platform handling reservations, billing, and daily operations for hospitality businesses

Scheduling & booking · Actions: 29

### Zoho Inventory

Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations

Accounting · Actions: 67

### FreshBooks

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

Accounting · Actions: 10

### YNAB

YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

Accounting · Actions: 27

### Zoho Invoice

Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices

Proposal & invoice management · Actions: 137

### Freeagent

Cloud-based accounting software for freelancers and small businesses

Accounting · Actions: 76

Start free

## Connect your first app in a minute.

Create an account, connect an app and ask the assistant about it.

[Open mail](https://openemail.uk/mail/inbox) [Get Started](https://openemail.uk/signup.md)[How connectors work](https://openemail.uk/docs/knowledge/ai/connectors.md)