Rows for Zoho Books
Your Zoho Books reports, live in Excel.
Run reports and pull records into Excel, then refresh them in one click. No need to open Zoho Books. Ask AI Assist in Rows when you're stuck, or connect Rows MCP to any AI tool.
Online sign-up opens on 20 November.
Your Zoho Books entity
Ask AI Assist in Excel
Pull with Run Report. Refresh in one click.
- Under 1 minto refresh a full month end pack
- 10,000+accountants and finance teams since 2017
- 5+countries, Malta first
- 24 hoursto a reply from support, on working days
About the integration
One sign-in. Every Zoho Books entity.
Rows is a Zoho Books Excel integration that runs as an add-in. Sign in once in the Rows pane, choose the entities you look after, and pull their reports into Excel. Ask AI Assist about them, or connect Rows MCP to any AI tool.
- Excel for Windows and Mac
An Office add-in, installed once from Microsoft Marketplace.
- Every entity you manage
Connect every Zoho Books entity you look after.
- Xero, QuickBooks Online and Zoho Books in one list
One Rows sign-in covers them all. Switch entity from the menu in the Rows pane.
Use cases
What you can do with your Zoho Books reports in Excel.
For accountants running month end for many clients, and finance teams closing their own books.
Monthly profit and loss, cash or accrual
Run Zoho Books' own Profit and Loss for each entity, on a cash or accrual basis, with the Balance Sheet and Cash Flow Statement beside it. Next month, change the dates and refresh: your formulas stay where they are.
Built with: Profit and Loss, Balance Sheet, Cash Flow Statement
Inventory reports and profit by item
Pull Inventory Summary, Inventory Aging Summary and Stock Movement into Excel with Profit by Item, then chart them or add your own margin checks beside them.
Built with: Inventory reports, Profit by Item
Project profitability
Run Timesheet Profitability Summary and Projects Cost Summary, and refresh them whenever time is logged, instead of exporting the timesheet list again.
Built with: Timesheet Profitability Summary, Projects Cost Summary
Receivables before you chase
Run Receivable Summary, Receivable Details and Payments Received for each entity, side by side in one workbook, and refresh them the morning you send reminders.
Built with: Receivable Summary, Receivable Details, Payments Received
NewBills straight from the document
Send a bill to Capture mode as an upload, a folder or an email. Rows reads the supplier, dates, amounts, VAT and each line, and puts them in a sheet for you to check.
Run reports
Your Zoho Books reports, as live Excel tables.
Pick a report, set the dates and press Run Report. You get Zoho Books' own reports, or the raw data behind them in 30+ data tables, as normal Excel tables you can format and chart. Pull the same report for each entity and compare them side by side.
Malta Ltd • EURMore than the profit and loss
Stock, locations and projects, in Excel, from Zoho Books' own report groups.
- Inventory and advanced inventory reports
- Profit by Item
- Location reports
- Project and timesheet reports, including Timesheet Profitability Summary
Reports for Zoho Books
70+ reports in 15 groups, Zoho Books' own plus Rows Reports:
- Rows Reports (1)
- Business Overview (6)
- Sales (7)
- Inventory (9)
- Advanced Inventory (3)
- Location (3)
- Receivables (6)
- Payments Received (3)
- Recurring Invoices (1)
- Payables (6)
- Purchases and Expenses (8)
- Taxes (4)
- Projects and Timesheet (5)
- Accountant (5)
- Activity (5)
See every report by group
Rows Reports (1)
- Exchange Rates
Business Overview (6)
- Profit and Loss
- Cash Flow Statement
- Balance Sheet
- Business Performance Ratios
- Cash Flow Forecasting
- Movement of Equity
Sales (7)
- Sales by Customer
- Sales by Item
- Sales Return
- Sales by Category
- Sales by Sales Person
- Sales Summary
- Profit by Item
Inventory (9)
- Inventory Summary
- Committed Stock Details
- Inventory Aging Summary
- Stock Summary
- Assembly Details
- Stock Movement
- Inventory Adjustment Summary
- Inventory Adjustment Details
- Shipment Details
Advanced Inventory (3)
- Batch Details
- FIFO Cost Lot Tracking
- Landed Cost Summary
Location (3)
- Transfer Order Summary
- Picklist Summary
- Picklist Details
Receivables (6)
- Retainer Invoice Details
- Sales Order Details
- Quote Details
- Receivable Summary
- Receivable Details
- Progress Invoice Summary
Payments Received (3)
- Payments Received
- Credit Note Details
- Refund History
Recurring Invoices (1)
- Recurring Invoice Details
Payables (6)
- Vendor Balance Summary
- Payments Made
- Purchase Order Details
- Purchase Orders by Vendor
- Payable Summary
- Payable Details
Purchases and Expenses (8)
- Purchases by Vendor
- Purchases by Item
- Purchases by Category
- Receive History
- Expenses by Category
- Expenses by Customer
- Expenses by Project
- Billable Expense Details
Taxes (4)
- IOSS Report
- OSS Report
- Overseas Digital Tax Summary
- Tax Summary
Projects and Timesheet (5)
- Timesheet Details
- Timesheet Profitability Summary
- Project Summary
- Projects Cost Summary
- Projects Performance Summary
Accountant (5)
- Account Transactions
- Account Type Summary
- General Ledger
- Journal Report
- Trial Balance
Activity (5)
- System Mails
- Exception Report
- Portal Activities
- API Usage as of Today
- Activity Log
The profit and loss is Zoho Books' own: pick a date range and cash or accrual basis.
Raw Zoho Books data
30+ data tables of the records behind the reports, in five groups:
See all data tables
- Transactions, core (17)
- Bills, Invoices, Contacts, Credit Notes, Customer Payments, Customer Debit Notes, Expenses, Purchase Orders, Recurring Bills, Recurring Expenses, Recurring Invoices, Retainer Invoices, Sales Orders, Sales Receipts, Vendor Credits, Vendor Payments, Estimates
- Transactions, journals (3)
- Journals, Base Currency Adjustments, Opening Balances
- Transactions, bank (2)
- Bank Accounts, Bank Rules
- Contacts (1)
- Contacts
- System configuration (11)
- Module Records, Chart of Accounts, Projects, Users, Items, Locations, Currencies, Taxes, Reporting Tags, Reporting Options List, Rows Audit Trail
Refresh in place
Press Refresh and the same table picks up the latest Zoho Books figures. Tick several sheets and refresh them together. Add your own formulas next to a report: they're still there after every refresh.
Switch on Automatic Refresh and the report updates each time you open the workbook.
Link a setting to a cell, so changing one cell updates the report.
Setup
Connect Zoho Books to Excel in three steps.
- 1
- 2
Connect Zoho Books
Sign in with Zoho, Google or Microsoft in the Rows pane, then add your Zoho Books entities. Switch between them from the pane menu.
- 3
Run reports, then ask
Run a report and refresh it whenever the books change. Ask AI Assist, or any AI tool over MCP.
Security
Your Zoho Books data stays yours.
You control the connection
You sign in on Zoho's own page, so Rows never holds your Zoho password. Revoke access there at any time.
Your figures are read live
Reports read your figures live from Zoho Books, each time you run or refresh them.
Rows can't change your books
Rows reads your Zoho Books reports and records. It doesn't create, edit or delete anything in Zoho Books.
Support from Malta
A reply within 24 hours on working days, from the team that builds Rows.
Rows MCP vs Zoho's MCP server
Zoho Books has its own MCP server. Rows MCP covers every client.
Zoho's official MCP server connects Zoho Books and other Zoho apps to AI tools, with the actions each app exposes. Rows MCP adds what a firm with clients on more than one platform needs: Xero, QuickBooks Online and Zoho Books in one connection, and the same figures as live Excel tables you can check.
| What you can do | Zoho MCP | Rows MCP |
|---|---|---|
| Read live Zoho Books dataBoth read your Zoho Books entity. | ||
| Cover clients on Xero and QuickBooks Online tooOne connection, whichever platform the client uses. | ||
| See the same figures as live Excel tablesCheck what the AI tool read, in a sheet you can refresh. | ||
| Ask AI Assist inside Excel, with no other tool openAI Assist is built into the Rows pane. |
Online sign-up opens on 20 November.
Rows vs Zoho Books export
Exports are free. Redoing them every month isn't.
Zoho Books exports lists to Excel and can email reports on a schedule. Each file is a snapshot: once the books change, it's out of date. Rows keeps the report in the sheet you already have open.
| Feature | Zoho Books export | Rows |
|---|---|---|
| Cost | Free with Zoho Books | Paid plans, free trial with no card |
| Reports stay up to date | No, each export is a one-off file | Yes. Press Refresh for the latest figures |
| Scheduled reports | Emailed weekly to yearly as PDF, CSV or XLS, a new file each time | Automatic Refresh updates the same sheet each time you open the workbook |
| Several entities | One at a time | All of them from one sign-in |
| Your own formulas | Added again to every new file | Kept next to the report after every refresh |
Zoho Books details from Zoho Books Help.
Works with
Clients on Xero or QuickBooks Online too?
Xero
Live reports and posting back
QuickBooks Online
Live reports and posting back
Zoho Books
You're here
All integrations
Cin7 Inventory, Excel and MCP
Rows is built on the same foundation as DataDear, by the same team, and adds AI Assist, Rows MCP and Capture mode.
Does Zoho Books integrate with Excel?
Zoho Books can export lists to Excel and email reports on a schedule, but those files don't update. Rows works with every Zoho Books plan: it pulls live Zoho Books reports and records into Excel and refreshes them in one click, for every entity you look after.
How do I connect Zoho Books to Excel?
Add Rows for Excel from Microsoft Marketplace, open the Rows pane and sign in. Add your Zoho Books entities, choose a report and press Run Report. It lands as an Excel table you can refresh.
Can I export Zoho Books reports to Excel and keep them up to date?
Yes, without exporting. Rows pulls the report into Excel once. Press Refresh for the latest Zoho Books figures, or switch on Automatic Refresh and it updates each time you open the workbook.
Which Zoho Books reports can I pull into Excel?
More than 70, in Zoho Books' own groups: Profit and Loss, Balance Sheet and Cash Flow Statement; sales, purchases and expenses by customer, vendor and item; receivables and payables; inventory and stock movement; project and timesheet reports, including Timesheet Profitability Summary; and the General Ledger and Trial Balance. Rows also brings in more than 30 raw data tables.
Can I post from Excel to Zoho Books?
No. On Zoho Books, Rows for Excel runs reports and pulls records into Excel, and you refresh them in one click. Posting back works on Xero and QuickBooks Online.
Is there a Zoho Books MCP server? Why use Rows MCP?
Yes. Zoho publishes an official MCP server that connects Zoho Books and other Zoho apps to AI tools. Rows MCP also covers clients on Xero and QuickBooks Online in the same connection, and Rows puts the same figures in Excel as live tables you can check.
Does it work with more than one Zoho Books entity?
Yes. Connect every entity you look after and pull the same report for each, side by side in one workbook. Clients on Xero and QuickBooks Online sit in the same Rows list.
Is it safe to connect Zoho Books to Rows?
Yes. You sign in on Zoho's own page, so Rows for Excel never holds your Zoho password, and you can revoke access there at any time. Rows reads your Zoho Books reports live, doesn't store them on Rows servers, and can't change your books.
Does Rows work with Excel for Mac?
Yes. Rows for Excel runs in Excel for Windows and Excel for Mac, so you can bring Zoho Books data into either. Install it once from Microsoft Marketplace.
Open Excel. Connect Zoho Books. Run Report.
Free trial, no card needed.
Zoho Books is included in every Rows plan. See plans and prices →
Online sign-up opens on 20 November. Until then, email support@rowsapp.com.