Connecting Zoho Books to Dext lets you extract and code your Cost and Sales documents in Dext and publish them directly to your Zoho Books organisation.

To connect Zoho Books, go to Business settings in the bottom-left navigation, then select Connections. In the Accounting software section, select Connect.

Once connected, Dext pulls the following from your Zoho Books organisation:

To publish paid items to Zoho Books, the payment method applied to the item must be linked to a bank account in Dext. For steps on setting this up, see How to link a payment method to a bank account.

In addition to a bank account, Zoho Books requires a payment mode to be selected for each payment method. Payment modes are created and managed in Zoho Books. For help setting them up, see Zoho Books: Default payment mode.

Once created, payment modes sync to Dext and appear in the Payment mode column on the Business settings > Lists > Payment methods page. Select the appropriate mode for each payment method before publishing paid items.

Cost items in Dext can be published to four destinations in Zoho Books. Select your destination in the Publish to field on the item details page.

The Purchases destination is available for both paid and unpaid items. Items are published to Purchases > Bills in Zoho Books.

The Expenses destination is for paid items only. The payment method applied to the item must be linked to a bank account and have a payment mode selected - see Payment methods and payment modes above.

Items are published to Purchases > Expenses in Zoho Books. The category from Dext appears in the Expense Account column, and the bank account linked to the payment method appears in the Paid Through column.

The Reimbursable Expenses destination is for paid items only, and requires the document owner in Dext to be linked to an Employee in Zoho Books.

To set this up:

Once linked, items published to this destination appear under the linked employee in Purchases > Expenses in Zoho Books.

The Payments Made destination publishes a standalone payment transaction to Zoho Books that can be matched to an existing unpaid bill. Use this when the payment and the original bill are being handled as separate documents.

Sales items in Dext can be published to two destinations in Zoho Books.

The Sales destination supports three item types:

The Payments Received destination publishes a standalone payment transaction to Zoho Books that can be matched to an existing unpaid invoice.

Use this when the payment and the original invoice are being handled as separate documents - for example, where an invoice and its payment notification are issued separately.

Expense claims support the same four publishing destinations as Cost items - Purchases, Expenses, Reimbursable Expenses, and Payments Made - and follow the same logic. Items within a claim appear as individual lines in Zoho Books.

The Zoho Books integration supports publishing Cost and Sales items in foreign currencies, as long as the relevant currencies have been added to your Zoho Books organisation.

Foreign currency is not supported for expense claims. When an expense claim is published to Zoho Books, amounts are converted to your base currency.

Dext's Extracted Amount tax option is not supported with Zoho Books. You must select an explicit tax rate on each item before publishing. If you attempt to publish using Extracted Amount, Zoho Books will return a "Complete the tax field" error.

The only exception is items with a tax amount of zero - these can be published using Extracted Amount.

"Complete the tax field" - the item is set to publish using Extracted Amount. Select an explicit tax rate on the item details page before publishing.

"Please set the Payment mode field of this Payment method" - the payment method applied to the item doesn't have a payment mode selected in Dext. Go to Lists > Payment methods and add a payment mode to the relevant method.

"In order to publish to the 'Reimbursable Expenses' destination please select a valid user that is linked to Zoho Books" - the document owner in Dext isn't linked to a Zoho Books employee. Go to Users and select Link users to Zoho Books to set this up.

"Involved account types are not applicable" - the category applied to the item isn't compatible with the item type. Select a different category, or update the account type in Zoho Books.

"Projects associated with different customers cannot be associated in the same transaction" - the customer applied to the item in Dext doesn't match the customer associated with the project. Remove or change the customer or project on the item, or update their settings in Zoho Books.