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Zoho Books Connector | Zoho - Odoo Connector | Two-Way Sync | Zoho Invoices | Zoho Bills | Zoho Payments | Zoho Tax Mapping

by
Odoo

$ 325.00

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 7317
Technical Name bb_zoho_books_connector
LicenseLGPL-3
Websitehttps://bbtech.ae
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 7317
Technical Name bb_zoho_books_connector
LicenseLGPL-3
Websitehttps://bbtech.ae
Versions 18.0 19.0

BBTech Zoho Books Connector

Enterprise-grade two-way synchronization between Zoho Books and Odoo Accounting. Keep invoices, vendor bills, payments, and chart of accounts in perfect sync. Features safe posting rules, tax mapping, journal configuration, and comprehensive validation to protect your accounting data.

BBTech Zoho Books Connector

Complete Accounting Integration Solution

The BBTech Zoho Books Connector provides secure, reliable synchronization between Zoho Books and Odoo Accounting. Designed with accounting safety in mind, it includes comprehensive validation, tax mapping, journal configuration, and safe posting rules to ensure your financial data remains accurate across both platforms.

Zoho Books Connector Overview

A) Invoices & Credit Notes

Bi-directional synchronization of customer invoices:

  • Zoho Invoices ↔ Odoo Invoices: Full invoice sync with all line items
  • Credit Notes: Sync credit notes and refunds between systems
  • Customer Mapping: Link Zoho contacts to Odoo partners automatically
  • Product Mapping: Map Zoho items to Odoo products
  • Tax Application: Apply mapped taxes to invoice lines
  • Status Sync: Draft/Sent/Paid status synchronization

B) Vendor Bills & Expenses

Synchronize vendor bills and purchase documents:

  • Zoho Bills ↔ Odoo Vendor Bills: Full bill sync with line items
  • Vendor Mapping: Map Zoho vendors to Odoo supplier partners
  • Expense Categories: Map expense categories to accounts
  • Purchase Orders: Optional PO sync for procurement
  • Bill Date Handling: Proper invoice/bill date management
  • Due Date Sync: Payment due date synchronization

C) Payments & Reconciliation

Payment synchronization with reconciliation support:

  • Customer Payments: Sync payments received against invoices
  • Vendor Payments: Sync payments made to vendors
  • Payment Methods: Map Zoho payment modes to Odoo journals
  • Partial Payments: Handle partial payment scenarios
  • Multi-Currency: Currency conversion and exchange handling
  • Bank Reconciliation: Optional bank statement sync

D) Tax & Account Mapping

Comprehensive mapping for accounting accuracy:

  • Tax Mapping: Map Zoho taxes to Odoo tax records
  • Account Mapping: Map Zoho chart of accounts to Odoo accounts
  • Journal Configuration: Configure default journals for sync
  • Mapping Wizard: Easy wizard-based mapping interface
  • Auto-Mapping: Auto-suggest mappings by name matching
  • Validation: Warn on missing mappings before sync

E) Safe Posting & Validation

Built-in safeguards for accounting integrity:

  • Draft Mode: Create documents in draft for review before posting
  • Auto-Post Option: Optional auto-posting with manager approval
  • Validation Checks: Verify all mappings exist before creating entries
  • Balance Verification: Ensure journal entries balance correctly
  • Rollback Support: Automatic rollback on posting errors
  • Audit Trail: Complete logging of all accounting operations

Frequently Asked Questions

Q: Will synced invoices be posted automatically?
A: By default, synced invoices are created in draft state for review. You can enable auto-posting in settings, but we recommend manual review for accounting documents.
Q: How are taxes handled during sync?
A: You must set up tax mappings before syncing invoices. The system will apply the mapped Odoo tax when creating invoice lines. Missing tax mappings will cause the sync to fail with an actionable error.
Q: Can I sync historical data from Zoho Books?
A: Yes, you can run a full pull to import historical data. For large datasets, we recommend doing this in batches using date filters to avoid performance issues.
Q: Does it support multiple currencies?
A: Yes, the connector supports multi-currency invoices and bills. Exchange rates are taken from the source system, and currency mapping ensures proper conversion.
Q: What happens if a mapping is missing?
A: The sync job will fail with a clear error message indicating which mapping is missing. You can then set up the mapping and retry the job. This prevents incorrect accounting entries.

Screenshots

Explore the key features and interfaces of the BBTech Zoho Books Connector:

Settings

Books connector settings with sync toggles and safe posting options

Journal and account configuration

Mappings

Tax mapping wizard - Zoho taxes to Odoo taxes

Product/item mapping configuration

Professional Support & Services

Support Services

Binary Bridge Technology Services provides comprehensive support for the BBTech Zoho Connector Suite. Our team of Odoo and Zoho integration experts ensures smooth implementation, customization, and ongoing maintenance of your accounting synchronization.

Installation & Implementation Support

We offer professional installation services to get your accounting integration up and running quickly. Our implementation team will:

  • Install and configure the Books connector module
  • Set up Zoho Books API access and organization
  • Configure tax and account mappings
  • Set up journal configurations
  • Train your accounting team on the workflow

Customization Services

Need additional features or modifications? Our development team can customize the connector:

  • Custom field mappings and transformations
  • Additional Zoho Books document types
  • Custom validation rules
  • Integration with Odoo reporting
  • Custom posting workflows

Ongoing Support & Maintenance

Our support team is available to assist with:

  • Technical issues and bug fixes
  • System updates and Odoo version upgrades
  • Mapping updates for new taxes/accounts
  • User training and best practices guidance
  • Feature enhancements and module updates

Enterprise Security & Compliance

We understand the importance of financial data security. Our solutions include:

  • Role-based access control for accounting operations
  • Secure credential management
  • Complete audit trail for all sync activities
  • SOX compliance considerations
  • Multi-company financial isolation
Request Installation Support Chat with Expert
Binary Bridge Technology Services Professional Odoo Solutions | Enterprise Security | Expert Support
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae

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