Zoho Books Integration for Construction — Send Invoices from Estimates | EasyEstimate
Connect EasyEstimate to Zoho Books and send construction invoices in one click. Line items, tax, customer details transfer automatically. Built for UK builders.
Why Connect Your Estimating Software to Zoho Books?
If you’re a UK builder using Zoho Books for your accounts, you know the routine: price a job in your estimating tool, generate the invoice, then manually type every line item into Zoho Books. It’s the same data entered twice — and every manual entry is an opportunity for mistakes.
EasyEstimate’s Zoho Books integration removes that step completely. When you’ve finished estimating a job and the client has accepted, you generate the invoice in EasyEstimate and click Send to Zoho Books. The invoice appears in Zoho Books as a draft with all the line items, amounts, tax and customer details already filled in. Review it, approve it, send it — done.
What Gets Sent to Zoho Books
When you click Send to Zoho Books on an invoice in EasyEstimate, here’s exactly what happens:
- Line items — every line from your invoice is transferred individually with its description, quantity, unit price and line total. Your Zoho Books invoice shows the same detailed breakdown as your EasyEstimate estimate.
- Customer contact — EasyEstimate searches Zoho Books for an existing contact by email or name. If found, the invoice is linked to them. If not, a new contact is created with the client’s name, email, phone and address.
- Tax treatment — invoices are sent with the correct tax treatment, matching how you’ve set up the job in EasyEstimate.
- Invoice reference — your job reference or project name is included as the Zoho Books invoice reference, making it easy to match invoices to jobs.
- Due date — if you’ve set a due date on the invoice in EasyEstimate, it carries through to Zoho Books.
The invoice arrives in Zoho Books as a Draft, giving you full control to review and edit before approving or sending to your client.
Setting Up the Zoho Books Connection
Connecting takes less than two minutes:
- Log into EasyEstimate and go to Company Details
- Scroll to the Integrations section
- Click Connect next to Zoho Books
- You’ll be redirected to Zoho — log in and authorise EasyEstimate
- You’re connected. Start sending invoices.
There’s no technical configuration, no API keys to manage, and no IT support needed. If you can log into Zoho Books, you can set up the integration.
Keeping Invoices in Sync
After sending an invoice to Zoho Books, you can check its status from within EasyEstimate at any time. Click Sync on any Zoho Books-linked invoice to pull the latest status:
- Draft — invoice is in Zoho Books but hasn’t been approved or sent
- Sent — invoice has been sent to the client
- Paid — client has paid the invoice
This means you can manage your pipeline from EasyEstimate without constantly switching to Zoho Books to check what’s been paid.
Built for Construction Invoicing
Generic invoicing tools often treat an invoice as a single line with a total amount. EasyEstimate preserves the full breakdown of your construction estimate:
- Materials, labour and subcontractor costs listed as separate line items
- Section and area descriptions included (e.g. “Kitchen - Wall Tiling - Supply & Fix”)
- Quantities and unit rates shown, not just totals
- Profit margins applied at the line level, so your Zoho Books invoice shows client-facing prices
This level of detail helps your accountant categorise costs correctly and gives your clients clear, professional invoices.
Who Uses This Integration
The Zoho Books integration is popular with:
- Sole traders and small builders who do their own books in Zoho Books and want to stop double-entering invoice data
- Growing construction companies whose bookkeeper or accountant uses Zoho Books and needs invoices sent over without manual data entry
- Builders already in the Zoho ecosystem who use Zoho CRM, Zoho Projects or other Zoho apps alongside Zoho Books
Pricing
The Zoho Books integration is included with the Professional plan. There are no additional charges for the integration — it’s part of your subscription.
You can try EasyEstimate free to build estimates and generate invoices, then upgrade to Professional when you’re ready to connect Zoho Books.
Related Resources
- Xero Integration — if you use Xero instead of Zoho Books
- QuickBooks Integration — if you use QuickBooks instead of Zoho Books
- All Integrations — overview of all available integrations
- Construction Invoicing Features — invoicing, payment tracking and more
- Construction Estimating Software — full platform overview
- Software Pricing — plans and pricing
Frequently Asked Questions
- How do I connect EasyEstimate to Zoho Books?
- Go to Company Details in EasyEstimate, find the Zoho Books section under Integrations, and click Connect. You'll be redirected to Zoho to authorise the connection. The whole process takes less than two minutes and doesn't require any technical setup.
- What data is sent to Zoho Books when I send an invoice?
- EasyEstimate sends the full invoice including all line items with descriptions, quantities, unit prices and the customer's contact details. The invoice is created as a draft in Zoho Books so you can review it before sending to your client.
- Does it create contacts in Zoho Books automatically?
- Yes. When you send an invoice, EasyEstimate first searches Zoho Books for an existing contact by email address or name. If a match is found, the invoice is linked to that contact. If not, a new contact is created in Zoho Books with the client's name, email, phone number and address from the job.
- Can I send staged invoices to Zoho Books?
- Yes. If you've set up staged payments on a job in EasyEstimate, each stage invoice can be sent to Zoho Books individually. Each one arrives as a separate invoice in Zoho Books with the correct line items and amounts for that stage.
- Can I see the Zoho Books invoice status in EasyEstimate?
- Yes. After sending an invoice to Zoho Books, you can sync the status back to EasyEstimate. You'll see whether the invoice is draft, sent or paid — without needing to log into Zoho Books.
- What if I already have the same customer in Zoho Books?
- EasyEstimate searches Zoho Books by email first, then by name. If it finds a match, the invoice is attached to the existing Zoho Books contact. This prevents duplicate contacts in your Zoho Books account.
- Is the Zoho Books integration included in the free plan?
- No, the Zoho Books integration is available on the Professional plan. You can create estimates and invoices for free, but sending invoices to Zoho Books requires a paid subscription. See our pricing page for details.
- Can I disconnect Zoho Books from EasyEstimate?
- Yes. You can disconnect at any time from Company Details. Invoices already sent to Zoho Books will remain there — disconnecting only stops new invoices from being sent.
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