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What data gets synced between Zoho Books and Zoho Inventory upon integration?
On setting up the integration of Zoho Inventory with Zoho Books, all the data - settings, contacts, items, sales orders, purchase orders, bills and common reports are synchronized with your Zoho Inventory account. Henceforth, any new operation in Zoho Books will reflect in Zoho Inventory and vice versa.
For instance, after you have successfully set up the integration, if you create a Sales Order in Zoho Books, it will reflect in the Sales Order module of your Zoho Inventory.
| In Zoho Books | In Zoho Inventory |
| Customers | Customers |
| Vendors | Vendors |
| Retainer Invoices | Retainer Invoices |
| Sales Orders | Sales Orders |
| Invoices | Invoices |
| Sales Receipts | Sales Receipts |
| Payments Receipts | Payments Receipts |
| Credit Notes | Credit Notes |
| Purchase Orders | Purchase Orders |
| Bills | Bills |
| Payments Made | Payments Made |
| Vendor Credits | Vendor Credits |
| Picklists | Picklists |
| Packages | Packages |
| Shipments | Shipments |
| Sales Return | Sales Return |
| Purchase Receives | Purchase Receives |
Here’s the list of Reports that gets synced:
- Sales Return History report
- Packaging History
- Batch Details report
- Warehouse report
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