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Zoho Books has solid built-in reports. However, they live inside Zoho Books. So every time your accountant, investor, or team lead asks for numbers, you export a PDF or copy cells by hand. Then next month, you do it all again.

There is a simpler way. With G-Integrator for Zoho Books, you can run Zoho Books reports in Google Sheets directly. First, you pick a report. Then the add-on builds it in your sheet from live Zoho Books data. After that, a schedule keeps it fresh – no more monthly copy-paste.

In this guide, you will set up three core reports: the Balance Sheet, the Profit and Loss, and the Cash Flow. You will also see how to refresh them on a schedule.

Why build reports in Google Sheets at all?

Because a spreadsheet is where the rest of your work happens. For example:

• You can add your own formulas, charts, and notes next to real numbers.
• You can share one link with your accountant instead of sending PDF files.
• You can combine several reports on one tab and build a simple dashboard.
• Also, Google Sheets keeps version history, so you can look back at any point in time.

In short, Zoho Books stays your source of truth. Meanwhile, Google Sheets becomes your reporting layer.

What you’ll need

• A Zoho Books account (any plan)
• A Google account
• The G-Integrator for Zoho Books add-on from the Google Workspace Marketplace – it comes with a free two-week trial

Step 1: Connect Google Sheets to Zoho Books

First, open a spreadsheet and install the add-on. Then open:

Extensions – G-Integrator for Zoho Books – Zoho Sign In

Sign in with your Zoho account. The add-on uses Zoho’s official sign-in flow, so it never sees your password. In addition, you can revoke access from your Zoho account at any time.

If you manage more than one organization, pick the right one from the list. You can switch later with one click.

Step 2: Run your first report – the Balance Sheet

Next, open the add-on menu and choose the reports section. Pick Balance Sheet from the list. Then set the report date and run it.

Within seconds, the sheet shows your assets, liabilities, and equity, rolled up from your general ledger. The report also includes a computed Net Income row, just like the one inside Zoho Books.

Need a different view? The catalog also includes Balance Sheet by Location, by Customer, by Vendor, and by Classes. Moreover, the Historical Balance Sheet shows your balance as of any past date. As a result, period-end snapshots and trend sheets become easy.

Step 3: Add the Profit and Loss

Now repeat the same steps and pick Profit And Loss. This is your income statement: Income, Cost of Goods Sold, and Expenses, with totals down to net profit.

A few useful variants:

• Profit And Loss Variance – the current period next to the previous one, with the change in amount and percent.
• Profit And Loss By Customer – see which customers actually make you money.
• Profit And Loss Detail – every ledger line behind your income and expense accounts, so you can trace any number.

Step 4: Add the Cash Flow

Finally, run the Cash Flow report. It shows money moving in and out of your bank and cash accounts, classified by counter-account. Likewise, you can split it by Location, by Customer, or by Classes, or run the Historical Cash Flow for any past period.

At this point, you have all three core statements in one spreadsheet. Add a summary tab with a few charts, and you have a live finance dashboard.

Step 5: Put the reports on a schedule

This step removes the monthly routine. Open:

Automation – Create Workflow

Pick the tabs with your reports and set a schedule – hourly, daily, or weekly. From then on, G-Integrator reruns each report and updates the sheet by itself. Therefore, the numbers your team sees are always current. You can also get an email after each refresh.

Beyond the big three: 75+ reports in the catalog

The three statements above are just the start. The full catalog holds more than 75 Zoho Books reports, for example:

• Aged Receivables Detail and Aged Receivables Summary – who owes you, and for how long
• Aged Payables Detail and Aged Payables Summary – what you owe your vendors
• Sales by Customer, Item, or Salesperson
• Budgets and budget-versus-actual views
• General Ledger and full transaction lists

You can browse the whole list in the report catalog.

Frequently asked questions

Is there a free plan?

No, but there is a free two-week trial. You can test every report and workflow before you pay. After the trial, pick a plan on the pricing page.

Do the reports match the numbers in Zoho Books?

Yes. The add-on builds each report from your live Zoho Books data through the official API. So the totals match what you see inside Zoho Books at the same moment.

Can I change how a report looks?

Yes. The report lands in a normal Google Sheets tab. Therefore, you can format cells, add columns with your own formulas, and build charts on top. On the next refresh, the data updates in place.

Can I also export raw records, like invoices or bills?

Yes. Besides reports, the add-on pulls raw tables: Invoices, Bills, Expenses, Payments, Items, and more. For a walkthrough, see our guide on exporting Zoho Books invoices to Google Sheets.

Is my accounting data safe?

Yes. The add-on connects through Zoho’s official sign-in flow and never stores your password. Furthermore, data flows straight from Zoho to your own Google Sheet.

Get started

Install G-Integrator for Zoho Books from the Google Workspace Marketplace and start your free two-week trial. Five minutes later, your Balance Sheet, P&L, and Cash Flow will live in Google Sheets – and they will update themselves. Learn more on the product page or in the quickstart guide.

If you run your accounting in Zoho Books, sooner or later you need your invoices in a spreadsheet: to build a custom aging report, share numbers with a bookkeeper who lives in Google Sheets, or combine billing data with information from other systems.

The manual route – exporting a CSV from Zoho Books and importing it into Sheets – works exactly once. The moment an invoice is paid, edited, or voided, your spreadsheet is stale, and you’re back to exporting and re-importing.

In this guide, you’ll set up a live connection between Zoho Books and Google Sheets in about five minutes using G-Integrator for Zoho Books, a Google Sheets add-on. Your invoices – including line items – land directly in your spreadsheet and can refresh themselves automatically on a schedule.

What you’ll need

• A Zoho Books account (any plan)
• A Google account
• The G-Integrator for Zoho Books add-on – install it from the Google Workspace Marketplace

That’s it. No API keys, no scripts, no Zapier tasks to count.

Step 1: Install the add-on and sign in to Zoho Books

Open a Google Sheets spreadsheet and install G-Integrator for Zoho Books from the Extensions menu (Extensions → Add-ons → Get add-ons, then search for “G-Integrator”).

Once installed, open:

Extensions → G-Integrator for Zoho Books → Zoho Sign In

Sign in with your Zoho account and grant access. The add-on uses Zoho’s official OAuth flow – your password is never shared with the add-on, and you can revoke access from your Zoho account at any time.

If your Zoho account has several organizations, pick the one you want to pull invoices from – you can switch organizations at any time.

Step 2: Pull your invoices into the sheet

Open the add-on menu and click Get Module Records. In the dialog:

1. Select Invoices from the table list.
2. Pick the fields you need – invoice number, customer name, status, total, balance, invoice date, due date, and so on.
3. Click to run the pull.

Your invoices appear in the sheet within seconds, one row per invoice – or one row per line item if you include line-item fields. Line items are flattened into rows automatically, so an invoice with five products becomes five analyzable rows. This is the detail level a CSV export from Zoho Books won’t give you in one file.

Filter to just the invoices you need

Don’t want your entire invoice history? Add filters in the same dialog – for example:

• Status = unpaid for a live receivables list
• Invoice date within the last quarter for period reporting
• A specific customer for an account review

The pull settings are saved as a reusable template, so the next refresh uses exactly the same fields and filters.

Step 3: Schedule automatic refreshes

This is the step that eliminates CSV exports for good. Open:

Automation → Create Workflow

Choose the sheet with your invoice pull and set a schedule – hourly, daily, or weekly. From then on, G-Integrator re-runs the pull automatically and overwrites the sheet with current data. Paid invoices update their status, new invoices appear, voided ones drop off – with nobody touching the spreadsheet.

Workflows can also send you an email notification after each refresh, so your Monday-morning receivables sheet is waiting in your inbox before you’ve had coffee.

Bonus: skip the spreadsheet-building with 75+ ready-made reports

If the reason you’re exporting invoices is to build a report, you may not need to build anything. G-Integrator for Zoho Books ships with 75+ built-in financial reports that render directly in Google Sheets, including:

• A/R Aging (by invoice or by customer)
• Invoice Register and transaction lists
• Balance Sheet, P&L and Cash Flow
• Sales by customer / item / salesperson

Each report is generated from live Zoho Books data and can be put on the same automatic refresh schedule. See the full report catalog for the complete list.

Zoho Books CSV export vs. a live Sheets connection

	Manual CSV export	G-Integrator
Line items included	Separate export	Flattened into rows automatically
Data freshness	Stale immediately	Auto-refresh on schedule
Filters	Re-applied every time	Saved in a reusable template
Financial reports	Build your own	75+ built-in
Effort per update	5–10 minutes	Zero

Frequently asked questions

Is there a free plan?

G-Integrator for Zoho Books has a free two-week trial period. After a trial, you will have to subscribe – see pricing.

Can I export bills, expenses, and payments too?

Yes – Invoices is just one of the available tables. You can pull Bills, Expenses, Payments, Credit Notes, Chart of Accounts, Items, Projects, and more. See the import guide.

Does it work with multiple Zoho Books organizations?

Yes. Sign in once and switch between organizations from the add-on – each pull template remembers which organization it belongs to.

Can I update Zoho Books from Google Sheets?

Yes. G-Integrator also supports uploads – update, insert or upsert Zoho Books records straight from your sheet. See uploading data.

Is my accounting data safe?

The add-on connects through Zoho’s official OAuth API – no passwords are stored, and data flows directly between Zoho and your Google Sheet. Access can be revoked from your Zoho account at any time.

Get started

Install G-Integrator for Zoho Books from the Google Workspace Marketplace, sign in, and your first invoice export is a two-click job. Learn more on the product page or jump straight to the quickstart guide.

Hello everyone,

At G-Integrator, we are committed to building tools that don’t just move data, but actually help you understand your business better. We are thrilled to share some significant updates we’ve rolled out to make your integration experience more powerful and reliable.

What’s New: Specialized Custom Reports

We have introduced a new “Reports” menu, giving you direct access to high-value custom reports designed to sharpen your financial oversight:

• Budget Vs Actual Report: Easily track your planned budget against actual expenses and revenues to identify variances and maintain strict financial discipline.
• Product Margin Report: Dive into the profitability of individual products or services to help you make data-driven decisions on pricing and inventory.
• Project Profitability Report: Measure the true financial success of specific projects by comparing dedicated costs directly against project revenues.
• The “Collections & Cash Flow” Dashboard (Aged Receivables): Gain better visibility into your outstanding invoices and manage your cash flow more effectively.
• Customer Profitability & Lifetime Value (LTV): Identify your most valuable clients and understand the long-term revenue impact of your customer relationships.

Stability & Performance Improvements

Beyond new features, our team has focused heavily on the mechanics of the application. We’ve implemented various performance optimizations and bug fixes to ensure smoother data syncing between Google Sheets and Zoho Books. Our goal is to provide a seamless, stable experience that you can rely on daily.

Advanced Automation: Workflows

For our Premium subscribers, we invite you to explore the “Workflows” functionality under the Automation menu. This feature serves as a smarter, more robust version of our standard autorefresh, designed to handle your data updates with even greater precision.

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How to Get Started

• Accessing Reports: Simply open your G-Integrator sidebar and click the “Reports” menu to see the new options.
• Accessing this Update: You can find this information anytime via the Menu > About… section of the app.
• Need Help?: You can view our FAQ Page or Documentation at any time.
• Support: If you have questions about these updates, please reach out to us at support@g-integrator.com.

Your feedback drives every update we make. If you are enjoying these new features, please consider leaving us a review on the Google Marketplace. It helps our team immensely.

Thank you for your continued partnership.

Best regards,

The G-Integrator Team G-Integrator, LLC