Invoices, Bills & master data

Import Invoices and Bills

Click Get Module Records and select Invoices or Bills from the table list. Pick fields such as number, customer, amount and due date — line items are flattened into rows automatically.

Selecting a Zoho Books table and fields — Selecting the Invoices table

Pull the Chart of Accounts

Select Chart of Accounts to export your full account hierarchy with names, codes and types. Enable Display only account codes in the pull settings for a compact view.

Manage projects, tasks and time entries

Pull Projects, Tasks and Time Entries tables to analyze billable hours and project profitability alongside your invoices.

Sync inventory items

Select the Items table to export names, SKUs, prices and stock levels. Deep links let you jump from a sheet row straight to the item record in Zoho Books.