Our team has developed a simple and secure connexion with Zoho Books to simplify bank account reconciliation in your favorite bookkeeping tool.
How does it work?
The Qonto x Zoho Books integration simplifies the reconciliation of your transactions by automatically syncing all your Qonto accounts. Retrieve your transactions and all your receipts in just a few clicks, and define your own categorization rules in Zoho Books for even more efficiency.
Accounts, transactions and attachments available in your Qonto account will automatically be synced and added to Zoho Book every day at 8:30 pm.
✌️ Good to know: The integration with Zoho Books is fully secure and we won't share any information to our partner without your explicit consent, which you can revoke at any time.
Who can benefit from this connection?
Any admin or owner of a Qonto account can setup this integration with Zoho Books. The only prerequisite is to have a Qonto and a Zoho Books account.
How to set up the connection?
Retrieve your Qonto accounts in Zoho Books in a few minutes!
Go to the Connect section (Settings & Tools > Integrations) in Qonto and click on the Zoho Books card
Click on Connect at the top right of the Zoho Books page
Set your authentication name
Authenticate with your Zoho Books account information
Enable Qonto to sync your data to Zoho Books by clicking on Accept
(Optional) Import your history by selecting the date you want to start syncing your transactions from. 💡 Make sure you validate your selection by clicking on the check mark ☑️ on the right of the date and only then click on the Finish button.
Your integration is now ready! Your Qonto accounts will be automatically created in Zoho Books in a few minutes, or matched to existing Zoho Books accounts (active or inactive), with no further action required on your side.
✌️ Good to know: If you want to disconnect Zoho Books from your Qonto account, it's also very easy! Click on the Connected button, on the top-right corner, and then on Disconnect Zoho Books. Finally, confirm your choice.
How to match my Qonto and Zoho Books accounts?
All your Qonto accounts are automatically imported in Zoho Books when you set up the integration.
If a match is found, your Qonto and Zoho Books accounts will be automatically configured and associated with no action required on your side.
For a Qonto account to be matched in Zoho Books, the bank name must be Qonto and the last 4 digits of the Zoho Books account number must match the last 4 digits of your Qonto account IBAN.
If no match is found, a new account will be created in Zoho Books with Qonto as a bank name and with an account number corresponding to the Qonto account IBAN.
ℹ️ If you modify the account name / number in Zoho Books, the modified account will not be recognized anymore and a new account will be created in Zoho Books.
Why are my attachments not synced?
You must categorize the transactions that have been synced in Zoho Books in order to retrieve your receipts from Qonto.
Once you have applied a category to your transactions, the attachments will automatically be added in Zoho Books during the next sync (8:30 pm every day).
What if my account history is not imported?
If your transaction history is not imported from the selected date, you have to disconnect Zoho Books from your Qonto account and set up the integration again by following the steps detailed below:
Disconnect Zoho Books from your Qonto account by clicking on the Connected button on the top-right corner of the Zoho Books page, then on Disconnect Zoho Books and confirm your choice.
Click on Connect again and follow the steps 3 to 4, detailed in the How to set up the connection? section of this FAQ
💡 During step 6, once you have set the start date for importing transactions, make sure you validate your selection by clicking on the check mark ☑️ on the right of the date and only then click on the 'Finish' button.