Line by line. Payments both ways.

Your invoices and payments, automatically in Zoho Books.

Send an invoice in CrewHub360 and it lands in Zoho Books with every line item and your own invoice number. Collect the payment and it's recorded there too. Record a check in Zoho Books and CrewHub360 sees it. Nobody retypes a thing.

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Who this is for

Service businesses that keep their books in Zoho

If your books live in Zoho Books and someone is copying invoices and payments over from the field by hand, CrewHub360 takes that job off their plate. Your crew works in the field app, and your books keep up on their own.

Accountants & bookkeepers Owners Office managers

Invoices go over line by line, not as one total

When you send an invoice, CrewHub360 pushes it to Zoho Books with each line's name, description, quantity, and rate, keeps your CrewHub360 invoice number, and marks it sent so it counts in your books right away. The customer is created in Zoho Books with their first invoice.

  • Every line item, not a single rolled-up total
  • Your CrewHub360 invoice number, so both systems match
  • Edit a sent invoice and Zoho Books is updated to match
  • Send any customer, invoice, or payment by hand with one click
CrewHub360 invoice with line items, ready to send to Zoho Books
Send the invoice and it's in Zoho Books, line by line

Payments in both directions

A card or bank payment collected in CrewHub360 goes to Zoho Books against the right invoice, with the payment mode you chose for it, Zelle and your own custom modes included. And when someone records a payment in Zoho Books, it comes back into CrewHub360, so the invoice is paid in both places.

  • Payments pushed the moment they succeed
  • Each of your payment methods mapped to a Zoho Books payment mode
  • Payments recorded in Zoho Books come back into CrewHub360
  • A payment that came from Zoho Books is never sent back as a duplicate
A client's card payment going straight to your own Stripe account

Sales tax the way Zoho Books does it

Choose your Zoho Books sales tax and your tax exemption once. Taxable lines go over with your tax, everything else with the exemption, and Zoho Books works out the tax at its own rate. If the total there would come out different from yours, the sync log says so, so nothing slips by.

  • Pick your tax and exemption once in settings
  • Taxable and non-taxable lines handled for you
  • A heads-up in the sync log when a total won't match

Sales tax
Calculated by Zoho Books at your rate

Every sync logged, every hiccup retried

Syncs run in the background, so nobody waits on Zoho Books while they work, and they pace themselves to stay inside Zoho's limits. A temporary error retries on its own. Every attempt lands in the accounting sync log with its status, so you always know what made it across.

  • Background sync that respects Zoho's rate limits
  • Temporary errors retry automatically
  • Full sync log with the reason for anything that didn't go

Zoho Books sync
Books stay current automatically

Pairs well with

Round out the back-office stack

Get paid faster

Stripe Connect direct billing. Payments go to your own account and on to Zoho Books.

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QuickBooks sync

On QuickBooks Online instead? Two-way sync for customers, items, invoices, payments, and more.

Learn more →

Client Hub

Customers view quotes, approve work, and pay invoices online from their own portal.

Learn more →
FAQ

Zoho Books sync: common questions

What syncs to Zoho Books?

Invoices, payments, and the customers they belong to. An invoice goes to Zoho Books when you send it, with its own line items and your CrewHub360 invoice number, and each payment goes over when it succeeds. The customer is created in Zoho Books with the first invoice, and you can send a customer's updated details from their page with one click.

Is the sync two-way?

For payments, yes. Once you add the CrewHub360 webhook in Zoho Books (a one-time step the settings page walks you through), a payment you record against an invoice in Zoho Books comes back into CrewHub360 and the invoice there shows it. Other edits you make in Zoho Books stay in Zoho Books.

How is sales tax handled?

You pick your Zoho Books sales tax and your tax exemption once in settings. Taxable lines carry your tax and the rest carry the exemption, and Zoho Books works out the tax at its own rate. If a total would come out different in Zoho Books, the sync log tells you.

What if I edit an invoice after it's sent?

Save the edit in CrewHub360 and the invoice in Zoho Books is updated to match. A save that changes nothing Zoho Books holds, like an internal note, leaves it alone.

Can I connect both QuickBooks Online and Zoho Books?

No. Each account connects one accounting system, so your books never get two copies of the same invoice. Pick Zoho Books in the Accounting step when you set up your account.

How is it different from the QuickBooks Online sync?

QuickBooks Online also syncs your price book items, credit memos, and bills, and picks up customer changes made in QuickBooks. The Zoho Books sync covers invoices, payments, and customers. A voided invoice should also be voided in Zoho Books by hand.

Stop retyping invoices into Zoho Books

14-day free trial. Choose Zoho Books when you set up your account, included on every plan.

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