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How does the Zoho Books expenses integration work?

Integrating your Revolut Business and Zoho Books accounts allows you to sync data between the two platforms. This is particularly handy for expenses, as approved expenses can be automatically exported to Zoho Books.

Import data from Zoho Books

Once you've set up the Zoho Books integration, your accounting settings from Zoho Books will sync with your Revolut Business accounting settings, and be applied to your expenses within Revolut Business. The Zoho Books integration imports the following data:

  • 'Chart of accounts' into Accounting categories
  • 'Taxes' into Tax rates
  • 'Reporting tags' into Label groups and Labels

You can review and update imported data anytime in your Revolut accounting settings. You can also hide categories from team members with the 'Visible for submitters' toggle.

Export data to Zoho Books

Once you've set up the Expenses integration, new expenses will automatically be marked ‘configured for Zoho Books’ then sent to Zoho Books once they're done.

  • Completed card or transfer expenses are automatically sent to your chosen expense account
  • Completed reimbursement requests automatically create a bill with the team member’s name as the vendor

Help with exports to Zoho Books

  • Revolut Business automatically sends expense and reimbursement receipts as attachments to Zoho Books
  • Split expenses are exported as line items, with the correct accounts and tax rates. For more details, read this FAQ
  • Card and transfer expenses stay marked as 'Ready to export' until the transaction's complete