The integration between Zoho Forms and Zoho Books allows you to automate the creation of customers, vendors, and even custom module entries. This eliminates manual data entry, keeps financial records clean and accurate, and speeds up your end-to-end accounting workflows.

From the Zoho Forms Integrations tab, you can select your Zoho Books organization, choose the target module (Customers, Vendors, or a custom module), and map every required field to match your form structure. Attachments can also be pushed automatically, including uploaded files or PDFs generated through approval processes or workflows. Using the “Attachments” section, you can transfer up to 10 files per submission.

Zoho Books supports a wide range of field types such as text, email, dates, dropdowns, uploads, and more, with a few exceptions like subforms, sections, and CRM fields. Each uploaded file must be under 10 MB, and when mapped directly, only one file per field can be transferred.

You can also enable integration failure alerts to receive an email notification whenever the sync fails, adding an extra layer of reliability. Once configured, this integration becomes a powerful asset to automate financial operations and streamline your bookkeeping.

Nuagix can guide or assist you, so feel free to reach out to Mathieu on Facebook, by email at mathieu.blouin@nuagix.ca, or book a meeting directly here.