Add Gbooks to Zoho Books | Invite Accountant + Sync Zoho Expense

How to Add Gbooks to Your Zoho Books Account

Category: 📂 Start Here   Subcategory: Working With Gbooks

Zoho Books gives you direct control over your financials, and when Gbooks is added as your accountant, we can manage reporting, compliance, and tax filings inside your existing account.

Step-by-Step: Add Gbooks as Your Accountant

  1. Log in to your Zoho Books account.
  2. Go to Settings → Users.
  3. Click + Invite User.
  4. Enter this email: mybooks@gbooks.works
  5. Select Role: Accountant
  6. Click Send. We’ll accept within 1 business day.

Already Using Zoho Expense? Sync It to Zoho Books

Our firm recommends syncing Zoho Expense to your Zoho Books org for a seamless, audit-ready workflow:

  • Send approved expense reports straight to your books.
  • Categorize by project, vendor, or tax-deductible group.
  • Maintain a digital archive of receipts that the IRS requires.
✅ IRS Tip: Expenses with attached receipts, business purpose, and vendor name help defend deductions during an audit.

Need Help?

If you can’t locate the user settings or need to check your organization ID, just email businessservices@gbooks.works.

📌 FAQ

Q: What role should I assign Gbooks in Zoho Books?

A: Use the built-in “Accountant” role when sending the invite to mybooks@gbooks.works.

Q: Can I sync Zoho Expense directly to Zoho Books?

A: Yes! That’s the most effective way to keep your records clean and automate expense posting.

Q: Where can I find this guide later?

A: Bookmark this link: https://taxcenter.gbooks.works/portal/en/kb/articles/how-to-add-gbooks-to-zoho-books

📚 Related Articles

Filed Under: Start Here → Working With Gbooks

Created by: Gbooks Solutions | 📩 mybooks@gbooks.works


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