⚠️ Important:
This is an early feature. Zoho Books integration is currently read-only. Publishing and importing extraction settings will be available soon.
In the meantime, you can continue using the Zoho Books (CSV) template to export your extractions and import them into Zoho Books.
How to connect Zoho Books
Follow these steps to connect your Zoho Books account to Tofu.
Go to Entity Settings.
Select Integrations.
Click Add New Integration.
Select Zoho Books then Connect.
Check I Accept to allow access to Zoho Books.
Select the correct Zoho Books Organization.
Click Activate.
Your Zoho Books integration is now connected to the entity.
How to check if accounting data is synced
After connecting Zoho Books, you can check whether your accounting data is available in Tofu.
Go to Entity Settings.
Select Accounting.
Review the available accounting data, such as accounts, taxes, items, contacts, currencies, or tags.
Tip: If you create new accounting data in Zoho Books, click the Sync 
button in Tofu to refresh and update the data.
AI Auto-Assignment for Zoho Tags
Tofie can now automatically assign Zoho Books tags during extraction. Because Tofu reads your Zoho tag configuration including tag scope and level. The AI correctly determines where each tag applies and assigns it accordingly.
This means less manual tagging during review, and more accurate categorization from the first extraction.
Tip: To improve tag auto-assignment over time, use the Tofie icon during review to confirm or correct tag selections. Tofie learns from your corrections at the entity level.
How to export and import extractions
Zoho Books integration is currently read-only, so extractions are not published directly to Zoho Books yet.
For now, use the export → import workflow:
Review the extraction in Tofu.
Make sure the extraction details are correct.
Export the extraction using the Zoho Books (CSV) template.
Download the CSV file.
Go to Zoho Books.
Import the CSV file into Zoho Books.
Review the imported transaction in Zoho Books.
This lets you continue moving extraction data from Tofu into Zoho Books while direct publishing is still being developed.
Tips and best practices
Make sure you select the correct Zoho Books Organization before clicking Activate.
When adding new data in Zoho Books, use Sync in Tofu to refresh the data.
Since this is currently read-only, continue using the Zoho Books (CSV) template when you need to move invoices into Zoho Books.