What works today
- Two CSVs: invoices and payments, for the month or range you pick.
- Ledger names you set once, used for every export after that.
- TDS on receipts, a Form 16A tracker and a month lock behind the figures.
- The P&L in Coworking OS uses the same figures, so the export and the P&L agree.
How to connect Zoho Books
- Open Books in Coworking OS and choose Export.
- The first time, set the ledger names.
- Pick the month or range and Zoho Books.
- Your accountant imports the invoices CSV and the payments CSV in Zoho Books.
Step-by-step with screenshots: help centre guide. All integrations: integrations.
Does Coworking OS sync with Zoho Books?
No. It exports CSV files your accountant imports. There is no live sync.
Can I still take payments through Zoho Payments?
Yes. Zoho Payments is a separate connection for Pay Now links on invoices; see the Zoho Payments page.
Who can run the export?
A Super Admin, or your CA with the read-only Accountant role.