Zoho invoice -> Accounting system

Hello All. So I have been using Quickbooks Desktop forever. I setup Zoho Invoice and have been processing a few invoices and it works well. Now I am wondering what others do for the accounting system integration. To me Zoho Invoice and other invoicing only systems really only have one or 2 sides of the business accounting equation. Although they invoice very well the integration with the overall accounting solution is not present. For instance, you can send invoices, process payments, etc but how do you get this information into your accounting system for balance sheet & income statement purposes.

How do others handle this situation? As it is now if I use Zoho invoice then I need to export invoices, etc out of Zoho invoice and somehow import this into Quickbooks Desktop (only IIF files are supported). I am a cash based business (as opposed to accrual) and others have suggested to just download deposits into QB from the bank. This is possible but I am not sure how I would break out the sales tax portion of those deposits for the A/P piece.

I guess I am a little confused on how others get this information into their accounting system. As awesome as Zoho Invoice is it does seem like there is a lot of manual work to get the information into our accounting system.

I know I could go with Zoho Books and do everything there. But I was trying to avoid migrating to a full blown accounting system. Plus although Zoho Standard would fit the bill perfectly I need retainer invoices and the only way to get that in Zoho Books is to go with the professional tier which is way overkill for me as a one person business. I do not need any of the functions of professional except retainers.

Anyway thanks for any input

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
mike
Santhosh G

Sticky Posts
Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their
Introducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
Webinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.