Not on Tally? Same bills, same flow.
Bills sent on WhatsApp or uploaded are read, GST-checked and approved exactly as they are for Tally, then posted into Zoho Books or QuickBooks. Switch books later and nothing about how your team works changes.
How it works with cloud books
- 1
Connect your books
Sign in to Zoho Books or QuickBooks from TaskAutomate. No software to install. - 2
Send bills as usual
On WhatsApp or by upload. Each one is read and GST-checked. - 3
Approve
Review the entry next to the original bill, correct anything, and approve. - 4
It’s in your books
The approved bill is posted with its vendor, line items and tax.
Prefer a file?
Some accountants like to import in batches and look over the file first. Export approved bills as a CSV ready for Zoho Books, an IIF file for QuickBooks Desktop, or Excel and CSV for anything else.
The rest of the flow
Each part does one job. Together they take a bill from a phone to a posted voucher.
Guides
Zoho Books & QuickBooks questions
Does TaskAutomate work with Zoho Books and QuickBooks, or only Tally?
All three. Bills are read, GST-checked and approved the same way whichever you use, then posted to the books you connect.
Do I need to install anything for Zoho Books or QuickBooks?
No. Zoho Books and QuickBooks Online are in the cloud, so you connect them by signing in from TaskAutomate. The Tally Bridge is only needed for Tally, which runs on your own PC.
Does anything post without my approval?
No. Only bills you have approved in TaskAutomate are posted, the same as with Tally.
Can I export a file instead of posting directly?
Yes. Export approved bills as a CSV for Zoho Books or an IIF file for QuickBooks Desktop, or as Excel or CSV for any other system.
We are moving from Tally to Zoho Books. Do we have to set anything up again?
Your bills, checks and approvals stay as they are. Connect the new books and approved bills start going there.
Connect your books today.
Free for 14 days, up to 100 bills. No card needed.