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.
Tip: Before clicking Activate, you can toggle on Self Prompt for AP Bills, AR Invoices and Direct Expenses to let tofie learn from your historical Zoho Books transactions. Settings will be available soon for Bank Statement.
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.
Most accounting data (accounts, tax rates, currencies, tags) is read-only and synced from Zoho Books into tofu. Contacts are the exception:
If a document has a contact that isn't in Zoho Books yet, tofu creates it for you, so you don't have to add it manually first. See How to Handle New Contacts During Extraction Review for how this works during review.
Need to fix a contact's Place of Supply afterward? Edit it from the Contacts list in Entity Settings → Accounting instead of updating Zoho Books and waiting for the next sync.
When tofu creates a new contact, it also sets the VAT tax treatment, for example VAT Registered or Non VAT Registered.
If a Tax Registration Number (TRN) is detected on the document, tofu adds it to the new contact too, so future bills from that contact are coded correctly from the start.
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 publish extractions to Zoho Books
Mark the extraction Ready first, then publish it.
To publish a single extraction, open it, click Mark Ready, then click Publish.
To publish several at once, go to the Extractions panel, set the Extraction Status filter to Ready, select the extractions you want, and use Bulk Publish.
For AR Invoices, each line needs either an Item or an Account, just like in Zoho Books. If you've already selected an Account for a line, you don't need to add an Item before publishing.
After publishing, a link to the Zoho Books record will appear in tofu.
💡 Want to automate more of this?
Turn on Auto-Ready, Auto-Publish, and Auto-Done under Entity Settings → Features → Extraction Types → Document Lifecycle. Learn more: Understanding Extraction Lifecycle in tofu
Setting tax treatment and reverse charge on a transaction
For Zoho Books organizations that use VAT, such as in the UAE, you can set the tax details for each transaction while you review it. That way it's published to Zoho Books with the right tax setting.
Open the extraction from the Extractions panel.
In the bill details, next to Supplier Name, open the Tax treatment dropdown. tofu fills it in from the contact's default treatment. Change it if this transaction needs a different one:
VAT Registered
Non VAT Registered
GCC VAT Registered
GCC Non VAT Registered
Non GCC
VAT Registered - Designated Zone
Non VAT Registered - Designated Zone
Out of Scope
Check the Tax Identification Number field below Tax treatment. If the supplier's tax number appears on the document, tofu fills it in here. It's added to the contact when tofu creates a new supplier in Zoho Books.
If the transaction is subject to reverse charge, set Reverse Charge to Yes. It defaults to No.
Click Save Draft, then Mark Ready, and publish as usual.
When you select Out of Scope, the tax rate on each line is turned off, the same as in Zoho Books, and the transaction is published with no tax. For all other treatments, choose the tax rate on each line as usual.
Tip: These settings apply to each transaction on its own, so you only change them on the bills and invoices that need it. For reverse charge to apply correctly on the Zoho Books side, make sure it's turned on in your Zoho Books organization settings.