Integrating Zoho Expense with QuickBooks Online (QBO) is a powerful way to automate expense tracking, sync receipts, and keep your books IRS-compliant without manual entry. Once connected, Gbooks can help you monitor business spending by category, client, or projectโall in real time.
Why Integrate Zoho Expense with QBO?
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Automatically sync approved expense reports into your QuickBooks account.
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Track receipts with IRS-compliant documentation (amount, date, vendor, and business purpose).
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Eliminate manual entry and reduce bookkeeping errors.
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Assign spending to clients, jobs, or tax categories with ease.
๐ IRS Tip: Digital documentation is a must. The IRS requires you to retain expense records for at least 3 years. With Zoho Expense and QBO integrated, your receipts are safely stored and categorized automatically.
Step-by-Step: How to Connect Zoho Expense to QuickBooks Online
- Log in to your Zoho Expense account.
- Click the Gear icon (โ๏ธ) in the top right โ Choose Integrations โ Accounting.
- Select QuickBooks Online and click Connect.
- Authorize access to your QBO account using your Intuit credentials.
- Choose how you want to sync: one-way (Zoho โ QBO) or two-way (Zoho โ QBO).
- Map your expense categories, vendors, card feeds, and users.
- Click Save. Once completed, you can export all approved expenses directly into QBO with one click.
Requirements
- This integration is available to QuickBooks Online users on the Simple Start, Essentials, Plus, or Advanced plans.
- You must be the Admin of both your Zoho Expense and QBO accounts to authorize the connection.
Need Help?
If you want our team to review your mapping or troubleshoot the connection, just reach out to us at businessservices@gbooks.works.
๐ FAQ
Q: Can I sync reimbursable and non-reimbursable expenses separately?
A: Yes. Zoho Expense allows you to flag and categorize reimbursable vs. non-reimbursable items before they are pushed to QBO.
Q: Does syncing overwrite anything in QuickBooks?
A: No. Expenses from Zoho are added to QBO with mapped fieldsโyouโll always have control to review before final posting.
Q: Can I track expenses by client or project?
A: Absolutely. Gbooks can help you set up job costing fields in QBO so Zoho Expense reports sync to the right customer or class.
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