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Zoho Books

Manage invoices, bills and accounts in Zoho Books.

Catégorie
Finances
Configuration
4étapes
Aide pour
1rôle IA

What ProhostAI can do with Zoho Books

Once Zoho Books is connected, ProhostAI works with your invoices, bills and accounts in plain language.

  • Read

    Answer from the accounts

    Get real figures on income, spend and what is outstanding.

    “What is unpaid from last quarter?”

  • Read

    Check bills

    See supplier bills and their status.

  • Create & update

    Raise invoices

    Create owner or client invoices from actual activity.

  • Create & update

    Record bills and expenses

    Enter supplier costs against the right property.

À propos de Zoho Books

The books that keep up with the season.

Connect Zoho Books and ProhostAI can raise invoices, record bills against properties and answer questions from your accounts without you opening them.

Lire la suite

Zoho Books tends to arrive as part of the wider Zoho suite: a business already running CRM, mail and invoicing there adds the bookkeeping because it is included and integrated.

That integration is real, but it stops at the edge of Zoho. What Books cannot know is that a supplier bill relates to the boiler at Church Street, because that fact lives in your operations rather than your finance stack.

Connecting it supplies the missing half. Bills and expenses can be recorded against the property that caused them as work happens, owner invoices raised from actual activity, and questions about the accounts answered directly — with Zoho Books remaining the ledger. The suite keeps its advantage of everything living together, and gains the one piece it never had: what the money was actually for.

Aide pour: Finances

Setup

Zoho Books connects through Zoho OAuth. Sign in with the account on the correct regional data centre.

  1. Open ProhostAI and go to Settings → Connections.

  2. Search for Zoho Books and select Connect.

  3. Sign in to Zoho and approve the permissions.

  4. Ask what is outstanding to confirm the connection works.

Good to know

  • Zoho’s regional data centres apply — sign in on the right region or the connection cannot find your organisation.

  • Zoho Books stays the ledger. Your chart of accounts and tax settings are unchanged.

  • Decide how properties map to your structure before pushing many entries through.

  • Revoking ProhostAI in your Zoho connected-apps settings ends access immediately.

Questions sur Zoho Books

Does the Zoho region matter?

Yes. Sign in with the account on the correct regional data centre, otherwise the connection cannot find your organisation.

Can it record costs per property?

Yes, and doing so as costs occur is the point — that context lives in your operations, not in Books.

Does this replace Zoho Books?

No. It remains the ledger; the connection removes the delay between something happening and it being recorded.

Can I connect Zoho Invoice as well?

Yes, they are separate connections. Most businesses use one or the other depending on whether they need full bookkeeping.

How do I disconnect Zoho Books?

Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in your Zoho connected-apps settings.

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