Import and Export Data
When integrating Entryless with Zoho Books, Entryless imports the following information from Zoho Books:
- Chart of accounts
- Supplier information
- Historical bill data
In turn, Entryless exports the following data into Zoho Books:
- Supplier information
When bills are exported into Zoho Books from Entryless, the original bill attachments (files such as PDF, JPG, or PNG) are also synced to Zoho Books and attached to the bills. You can view the original file from within Entryless or Zoho Books.
While most data import and export is only one-way between Entryless and Zoho Books, supplier information is a two-way synchronization. New suppliers can be added in Zoho Books and synced to Entryless, and new suppliers added through Entryless will sync to Zoho Books.
If you imported all your suppliers from Zoho Books to Entryless during the setup process, any new suppliers you later create in Entryless will be automatically synced to Zoho Books as a new vendor when you perform your next sync. Likewise, if you create a new vendor in Zoho Books, a new supplier will be created in Entryless when you perform next your normal sync.
When you set up tax rates within Zoho Books for taxes like state or local sales taxes, VAT, or GST, Entryless replicates the tax categories you defined. Tax settings are imported when you perform the import of your Chart of accounts from Zoho Books, and are then attached to Entryless in a specific general ledger (GL) expense account.
When selecting a GL expense account, Entryless applies tax rate settings automatically. Tax rates are handled at the line item level if there are multiple expense accounts created for a variety of taxes.
If you are managing multiple companies through Entryless and Zoho Books, each company is synchronized separately. Entryless stores unique supplier lists, tax settings, chart of accounts, and so on for each company. This allows you to easily manage all your bills for all your companies in a single place. For more information about how Entryless helps you manage multiple companies, see Managing Multiple Companies.
Figure 1 - Multiple taxes can be handled in a single bill.
If there is a difference between the tax rate settings imported to Entryless from Zoho Books and the tax amounts displayed on the line item of a particular bill, Entryless will alert you to the mismatch. If this happens, you can either:
- Apply the tax rates defined in Zoho Books, which will change the bill amount in Entryless to match your defined tax settings, or
- Accept the tax amount(s) on the specific bill, which will override the default tax settings that would normally be applied to the bill.