✏️How to use our offline integration with ZohoBooks

Step 1: Select Zoho Books

To begin, select "Zoho Books" from the drop-down list in Pemo and click start set up on the next screen.

Step 2: Add Payment Account and Chart of Accounts

To export data from Pemo to Zoho Books, you need to enter a payment account and at least one Chart of Accounts record.

There are two ways to enter your Chart of Accounts:

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Option 1: Enter Values Manually

You can manually input the necessary data into Pemo. Ensure that the data matches exactly with your records in Zoho Books to avoid errors during export. ⛔ Data discrepancies between systems can lead to export issues.

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Option 2: Import Chart of Accounts via CSV

If you'd prefer to upload the data instead of entering it manually, follow these steps:

Step 1: Download the CSV Template

Pemo provides a CSV template to make importing your data easy.

Step 2: Export Data from Zoho Books

Copy the relevant data from Zoho Books and paste it into the Pemo CSV template. 📌 Note: Only the name field will be imported into Pemo from the CSV file.

Step 3: Import CSV to Pemo

Once you’ve copied the data into the template, upload the CSV file into Pemo to complete the import.

📌 You can continue to fill in other fields such as Vendors and VAT in the same way.

Pemo Power Tip: You can also create custom fields in Pemo that you already use in Zoho Books. This keeps both platforms aligned for easy exporting. See the video below

Now that your Zoho Books setup is complete, you’re ready to export data from Pemo!

We've also created guides to show how you can easily import Card Transactions & Out of Pocket Expenses into Zohobooks

Importing Out of Pocket Transactions

Step 1: Export the Expense from Pemo

Begin by exporting the expense report from Pemo. Make sure all the necessary fields are filled before proceeding with the export.

Step 2: Navigate to the Zoho Bills Module

Once the CSV file has been exported, log into Zoho Books and navigate to the Bills Module to prepare for the import process.

Step 3: Import the CSV File into Zoho Books

In the Zoho Bills Module, select the Import option. Choose the CSV file exported from Pemo and upload it. Make sure to check the column mapping and resolve any formatting or data errors.

Importing Card Transactions

Step 1: Fill in the Necessary Fields in Pemo and Export Expenses

Before exporting, make sure all required fields are filled out in Pemo. Once complete, export the expenses as a CSV file.

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Step 2: Navigate to the Zoho Expense Import Module

Log into Zoho Books and go to the Expense Import section. This is where you will upload your CSV file exported from Pemo.

https://drive.google.com/file/d/17GJKBjt0LSRTDEzf2l56p4aWYfik8oop/view?usp=sharingdrive.google.com

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Step 3: Import the CSV File into Zoho Books

1. Select the CSV file you exported from Pemo.

2. Ensure the column mapping is correct between Pemo’s export and Zoho’s fields (e.g., expense amount, date, vendor).

3. Check that the date format and amount formatting match Zoho’s required formats.

4. If any errors occur during the import, Zoho will flag them. Resolve these issues and re-import the file if necessary.