Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

Hi,

 

I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books.

 

While utilizing Zoho Expense to capture receipts, I noticed that when I submit reports, the Vendor details in Zoho Books do not automatically update with the corresponding Merchant details from Zoho Expense. Consequently, for every posted expense, I find myself manually updating the information in Zoho Books, which is quite time-consuming.

 

Additionally, I observed that the list on the Merchants and Vendors modules does not sync. When an item is created in one module, it does not reflect in the other.


    Access your files securely from anywhere

          Zoho FSM Video Tutorials


                All-in-one knowledge management and training platform for your employees and customers.






                                      Zoho Developer Community




                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts





                                                                      Manage your brands on social media



                                                                            Zoho TeamInbox Resources



                                                                                Zoho CRM Plus Resources

                                                                                  Zoho Books Resources


                                                                                    Zoho Billing Resources

                                                                                      Zoho Projects Resources


                                                                                        Zoho Sprints Resources


                                                                                          Qntrl Resources


                                                                                            Zoho Creator Resources



                                                                                                Zoho CRM Resources

                                                                                                • CRM Community Learning Series

                                                                                                  CRM Community Learning Series


                                                                                                • Kaizen

                                                                                                  Kaizen

                                                                                                • Functions

                                                                                                  Functions

                                                                                                • Meetups

                                                                                                  Meetups

                                                                                                • Kbase

                                                                                                  Kbase

                                                                                                • Resources

                                                                                                  Resources

                                                                                                • Digest

                                                                                                  Digest

                                                                                                • CRM Marketplace

                                                                                                  CRM Marketplace

                                                                                                • MVP Corner

                                                                                                  MVP Corner






                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now


                                                                                                      Zoho Show Resources

                                                                                                        Zoho Writer

                                                                                                        Get Started. Write Away!

                                                                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                                                          Zoho CRM コンテンツ


                                                                                                            Nederlandse Hulpbronnen


                                                                                                                ご検討中の方





                                                                                                                          • Recent Topics

                                                                                                                          • Button or Links order

                                                                                                                            Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
                                                                                                                          • Grok Bot integrations ASAP

                                                                                                                            Grok Bot integration is critical. Please hurry. Zoho Books, CRM, all of it needed right away.
                                                                                                                          • Bulk updating tags

                                                                                                                            My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
                                                                                                                          • Zoho Writer Label Template Merge/Print Via API/Webhook/Flow

                                                                                                                            Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (run
                                                                                                                          • Generate a Zoho Sign link

                                                                                                                            From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
                                                                                                                          • Kaizen #263: Using Zoho CRM Skill to Build Widgets

                                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this
                                                                                                                          • Extracting/automating sign link

                                                                                                                            Is there a way to copy the sign link to a specific recipient? And also, is it possible to automate the sending of the link to myself or external automation tools? In more details: It can sometimes happen that the recipient email is spelled wrong/unavailable
                                                                                                                          • Zoho notebook No login

                                                                                                                            Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can
                                                                                                                          • Search is completely broken for PC

                                                                                                                            I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using
                                                                                                                          • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                                            Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                                                                                                          • Behind a great customer experience is a team

                                                                                                                            Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like
                                                                                                                          • What's New - August and September 2026 | Zoho Backstage

                                                                                                                            Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,
                                                                                                                          • Images Not Displaying Properly in Zoho Desk

                                                                                                                            Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images
                                                                                                                          • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

                                                                                                                            We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
                                                                                                                          • Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

                                                                                                                            I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have
                                                                                                                          • How long does it take to review campaigns?

                                                                                                                            Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?
                                                                                                                          • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

                                                                                                                            Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"
                                                                                                                          • Zoho Community Digest - September 2026 | Part 4

                                                                                                                            Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho One
                                                                                                                          • Automate weekly reports from Channels | Zoho Cliq AI use case #01

                                                                                                                            Scrolling endlessly through numerous threads in a Cliq channel and manually counting how many have been closed, how long people took to reply, and who actually participated can be tedious. After 20 minutes, you might have a number that no one can verify.
                                                                                                                          • Zoho Tables is now part of Zoho One!

                                                                                                                            Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate
                                                                                                                          • [Webinar] Zoho CommunitySpaces MCP

                                                                                                                            New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. Register
                                                                                                                          • How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

                                                                                                                            Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.
                                                                                                                          • Live connection to DS files in Zoho Creator / ChatGPT

                                                                                                                            As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have
                                                                                                                          • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

                                                                                                                            We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even
                                                                                                                          • Task Module quick create settings

                                                                                                                            Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
                                                                                                                          • Your employees changed departments. Did your IT systems notice?

                                                                                                                            An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization's
                                                                                                                          • AI Calling

                                                                                                                            Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.
                                                                                                                          • Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

                                                                                                                            We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still
                                                                                                                          • Record positive and negative bank transactions in the same expense account

                                                                                                                            Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600
                                                                                                                          • CRM Address Field - States with Countries in brackets

                                                                                                                            Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
                                                                                                                          • Different Report sharing filters within same Dashboard

                                                                                                                            I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for the
                                                                                                                          • Make Your Workflows Smarter with Zia Agents

                                                                                                                            Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose
                                                                                                                          • How can I add a Custom Field (or Customer_name) to a picklist?

                                                                                                                            Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
                                                                                                                          • DYK 14: Create Tasks with AI

                                                                                                                            Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects
                                                                                                                          • #11 Nithya's First Overseas Client

                                                                                                                            Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as
                                                                                                                          • Other languages in Schedulers (Zoho Books)

                                                                                                                            Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou
                                                                                                                          • New in Office Integrator: Extract data from images into your spreadsheet

                                                                                                                            Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn
                                                                                                                          • Edit PDFs using Zoho PDF Editor

                                                                                                                            Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and
                                                                                                                          • Partner with HDFC And Sbi Bank.

                                                                                                                            Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
                                                                                                                          • Multiple subscription plan line items in Zoho Billing quotes

                                                                                                                            I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.
                                                                                                                          • Next Page