Zoho Bookings integration with Zoho Books guide

Zoho Bookings integration with Zoho Books guide

Zoho Bookings

Zoho Bookings, at its core online tool your clients can use to book appointments with you. It gives you complete control over managing those scheduled events. Clients will be able to access this information any time online, choose a required service, choose an available date and time of their choice, and book an appointment with ease. Cancellations and rescheduling of appointments are seamlessly handled; your clients and staff get notified of any changes via automated reminders.

Bookings are powered to expand the payment method of your services so that Zoho Books are useful for creating invoices. When an appointment is booked at the time, Zoho Books generate a new invoice in Books and it can remind your customers to pay by sending invoices to customers' email.

Zapier

Zapier is a tool that helps you automate repetitive tasks between two or more apps-no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.  

Zapier intermediate is there to link Zoho Bookings with Zoho Books. Zoho Books apps will generate invoices when booking an appointment.

Steps to Integrate Zoho bookings with Zoho Books

Before integration, you must log in/sign up for Zoho Bookings, Zoho Books, and Zapier accounts.

Step:1
      Open zapier and click Create Zap button

Step:2
     Trigger -> Search app -> search name of the app which you need to trigger  for zap (Zoho Bookings)



Step:3
      Choose the trigger event (When the appointment is booked)



Step:4
      Click -> continue and choose an account (Merge your Bookings account)



Step:5
      Click -> continue and next step is click ->Test & Trigger, it triggers the event.



Step:6
      Click -> continue and select the action app-> search box (Zoho Books)



Step;7
      Click -> choose an action event ( create sales invoice) and click continue



Step:8
      Merge your Books account with zapier ( Choose Books account)



Step:9
      Click -> Continue and Set Up action -> Required fields ->
  1. Choose organization name 
  2. Customer name ( Choose from dropdown option - Customer name)
  3. Item name (Choose from dropdown option - Service name)
  4. Item rate ( Choose from dropdown option - Cost )
  5. Item quantity (Put 1)






Step:10
      Click -> continue and the next step is click -> Test & Continue and finally click -> turn on zap.






Zoho Books

Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
  1. Create invoices in seconds 
  2. Chase payments easily with payment reminders
  3. Give your customers the online payment option and get paid faster
Zoho Bookings with Zoho Books integration leads to generating an invoice of bookings customer and also
customers added in the customer portal.





    • Recent Topics

    • Record Logged in User while using CRM lookup field

      Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

    • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

      I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

    • Collaps Notes

      There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

    • Zoho Down

      I have a drop in my Zoho One services.

    • Runing RPA Agents on Headless Windows 11 Machines

      Has anyone tried this? Anything to be aware of regarding screen resolution?

    • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

      Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

    • Why am I getting event Pop-up Notification for events that have been cancelled?

      Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Create a draft in reply to an email via Emails API

      Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

    • India Tech Support

      Is there no phone tech support number for India? And no chat facility either?

    • Billing Management: #1 Billing a Universal Business Routine

      Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

    • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

      No idea what this is. Can't see what it is explained anywhere.

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

    • Zoho Calendar not syncing correctly with personal Google Calendar

      Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

    • Workdrive 5.0 / API Documentation Workflows

      Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

    • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

    • How many ZOHO-Sites does the ZOHO-One Suite allow for?

      The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

    • Webhook from Zobot to Zoho Flow fails

      I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

    • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

      Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

    • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

      I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

    • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

      Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

    • Insert auto number from main form into subform rows

      Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

    • Dark Mode - Font Colors Don't Work

      When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

    • Integrate Bunq with ZOHO Bookes

      We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

    • Access Denied

      I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

    • Using Zoho Desk to support ISMS process

      Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

    • Bin Locations

      Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

    • TaxJar vs Avalara

      Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

    • How to check Leads with no Task (open activity)

      Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

    • What can we do on our end to improve the Answer bot answers?

      Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

    • Taxes for EU B2B Transactions

      Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

    • How to upload file to Connect using API?

      Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

    • Group Tax in Service Line Items

      Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

    • FSM Improvement Idea - Show an Import button when there is no data

      I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

      I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Next Page