Background: I am using Quickbooks to get bank account feed. Next step is to post the expense in Zoho Books.
Question: What steps should I add in Zapier to get details for the expense that needs to be posted in Zoho Books?
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Hi
I’m not seeing any “Create Expense” actions available for the Zoho Books app:
So I’d recommend reaching out to our Support Team to submit a new feature request for that to be added. You can do that here: https://zapier.com/app/get-help.
In the meantime, it looks like Zoho Books has an API endpoint you could use to create an expense: https://www.zoho.com/books/api/v3/expenses/#create-an-expense. So you could potentially use an API Request (Beta) action to create it—you can learn more about how to work with API Request actions here: Set up an API request action.
You mentioned that you are “using Quickbooks to get bank account feed”, does that mean you’re currently using the New Bank Transaction (QuickBooks Online) trigger in the Zap?
If so, are you aiming to have every bank transaction trigger the Zap and create a new expense in Zoho Books? If not, and you’d prefer to only trigger the Zap for new expenses created in QuickBooks, I’d suggest using the New Expense (QuickBooks Online) trigger instead. That trigger should provide the necessary details for the expense.
Do you think that approach could work for your needs here? Looking forward to hearing from you!
Hi Sam B,
I am tracking bank transactions in Quickbooks (meaning both Expenses and Refunds). I will check these and talk to support as well. Thanks for your help!
Thanks for clarifying that,
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