Dext for Zoho Books
Use Zoho Books? Dext is the integration that does the data entry. Snap receipts and invoices, and they land in Zoho Books with over 99% 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
Connecting Dext to Zoho Books syncs your Chart of Accounts, suppliers, customers, tracking categories and payment methods between the two systems. Everything fits together.
- Synchronise
- Upload
- Extract data
- Review and edit
- Publish to Zoho Books
1. Synchronise your chart of accounts
Go to the Connections section of the sidebar, then click Integrations. Find Zoho Books in the list of available software and click Connect.
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
Over 12,000 accounting and bookkeeping firms and 700,000 businesses automate their bookkeeping with Dext. Less admin. More of the work they actually enjoy.
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 lets you set specific rules for categorisation, tax handling and multi-currency transactions, tailored to how your business works. It connects with 36+ accounting platforms and a wide range of data sources, which suits businesses with more 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 free during a 14-day trial. After that you’ll need a paid Dext plan, with no extra fee for the connection. For more details, visit our pricing page.
Dext is ISO/IEC 27001 certified and GDPR compliant. Your data is encrypted at every stage, and you control who can access sensitive information.