Dext for Zoho Books
Seamlessly scan and upload receipts and invoices to Zoho in record time with Dext's AI-powered accuracy.
Scan and upload receipts and invoices to Zoho Books
With just a few clicks, Dext scans and extracts your receipts with over 99% accuracy. Capture receipts on the go with our mobile app or upload invoices via email or drag-and-drop. No matter the method, Dext handles the rest – processing and sending everything to Zoho Books, making bookkeeping effortless.
Organise receipts and invoices in one place
Dext goes beyond simple receipt scanning. Our cloud-based AI-powered platform lets you easily organise and edit documents in one place, ready to import straight to Zoho Books. Plus, with powerful automation tools, Dext makes your workflow even more efficient, saving you more time.
Real-time financial control
Dext’s seamless integration with Zoho Books provides real-time control over your accounting records, wherever you are. Easily access, track, and reconcile transactions across both platforms, whether on desktop or mobile, keeping you organised, compliant, and in control at all times.
Learn how businesses just like yours
save time and hassle with Dext
- Small and medium-sized
- Multiple projects and teams
- Subcontractors and suppliers
Small and medium-sized construction companies
From builders and contractors to landscapers and electricians, we help businesses and tradespeople reclaim control of their finances.
Multiple projects and teams
Easily manage expenses across different projects and track team spending with individual accounts and permissions.
Subcontractors and suppliers
Simplify invoice management and storage to keep track of costs and easily access historical data.
How to set up a
Dext and Zoho Books connection
By connecting Dext to Zoho Books, you sync the Chart of Accounts, suppliers, customers, tracking categories, and payment methods between the two softwares. Everything fits together.
- Synchronise
- Upload
- Extract data
- Review and edit
- Publish to Zoho Books
1. Synchronise your chart of accounts
Navigate to the ‘Connections’ section of the sidebar, then click on ‘Integrations’. Find Zoho Books in the list of available softwares, then click the ‘Connect' button.
2. Upload items to Dext
Add your documents through one of our many submission methods. Take a photo on our mobile app. Upload it directly from your computer. Or email it in. Other options are also available.
3. Let the magic happen
After adding your documents, Dext will extract the data you need. Once extraction is complete, you can find the item in the inbox of the ‘Costs’ or ‘Sales’ workspaces or the ‘Processed Statements' section of the Bank workspace.
4. Review and edit
Double check to make sure all the information you need is there. You can edit and add as you see fit.
5. Publish to Zoho
When an item has all the correct settings and is ready to go, click the green ‘Publish’ button to send the item to Zoho Books.
Join thousands of businesses
already on Dext
We're proud to have helped thousands of accounting & bookkeeping firms and businesses better manage their processes, saving millions of hours of manual work.
Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
Try Dext yourself with our 14-day free trial
FAQs
When you connect Dext to Zoho Books, it syncs your Chart of Accounts, Suppliers, Customers, Tracking Categories, and Payment Methods. You can then send Dext items directly to Zoho Books using the 'Publish' button.
Dext uses AI to extract data from your financial documents and match it to the correct Zoho Books accounts. After verification, the information is published to Zoho Books, reducing manual entry.
Dext applies the tax rates and categories from Zoho Books. You can also set up rules in Dext to automate these settings, streamlining your workflow.
Dext offers more advanced automation and customisation features. Dext allows users to set up specific rules for categorisation, tax handling, and multi-currency transactions, tailored to their business needs. Dext also integrates with a broader range of data sources and accounting platforms, providing a more robust solution for businesses with complex requirements.
Dext allows you to create rules for automatic transaction matching, tax application, and multi-currency management. You can also automate workflows, like recurring expense categorisation and approval processes.
Yes, Dext lets you connect and manage multiple Zoho Books accounts, making it easy to switch between them and publish data accurately.
Yes, Dext supports bulk uploads, allowing you to process multiple documents at once and prepare them for publishing to Zoho Books.
If an error occurs, Dext will flag it and notify you. You can review and correct the errors before reprocessing.
Dext is ideal for small and medium-sized businesses, accountants, and bookkeepers seeking to streamline financial data management.
You can connect Dext to Zoho Books for free during a 14-day trial. After that, you'll need to upgrade to a paid Dext plan, with no extra fees for the Zoho Books connection. For more details, visit our visit our pricing page.
Dext uses advanced encryption and is GDPR-compliant, ensuring your data is secure. You can also control user access to sensitive information.