<p><strong style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em">SET UP A CONNECTION BETWEEN WOOCOMMERCE STORE AND ZOHO BOOKS AND ZOHO INVENTORY TO SEAMLESSLY SYNCHRONIZE DATA AND MANAGE IT WITH EASE</strong></p>
<p><span style="font-weight: 400">Zoho Books & Inventory</span><span style="font-weight: 400"> Integration allows you to connect your store to </span><span style="font-weight: 400">Zoho Books and Inventory</span><span style="font-weight: 400"> and send your</span><span style="font-weight: 400"> specified data to modules</span><span style="font-weight: 400"> for management. </span><span style="font-weight: 400">By default, three WooCommerce objects — products, contacts, and invoices — are available for data synchronization. You can create custom objects too. </span><span style="font-weight: 400">This plugin works hand in glove with the Zoho Books solution. You can create feeds to set rules for collecting data with different objects and organizing Zoho Books modules.<br />
</span><span style="font-weight: 400">On Top of that, our extension offers bulk, one-click, and manual syncs to send your WooCommerce data to</span><span style="font-weight: 400"> Zoho Books and Inventory</span><span style="font-weight: 400"> quickly and easily.</span></p>
<blockquote><p><b>Note:</b><span style="font-weight: 400"> The plugin accommodates either individual software connections or a combination of both, with identical configuration for Zoho Books and Inventory integration. </span></p></blockquote>
<h2>Features of Zoho Books & Inventory Integration</h2>
<h3><strong>1. Show Discounts Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Books and Inventory plugin allows you to easily sync discount amount in your orders, ensuring that any applied discounts are accurately reflected in your invoices.  </span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">Make sure to enable </span><b>Discounts at Transactional Level </b><span style="font-weight: 400">from </span><b>Settings > Preferences > General </b><span style="font-weight: 400">in your Zoho Books Dashboard.</span></p>
<h3><strong>2. Sync Product Tags</strong></h3>
<p><span style="font-weight: 400">With the Zoho Books and Inventory integration, you have complete flexibility to sync anything you need, including product tags. You can easily sync them to any field of your choice, making management more convenient and efficient.</span></p>
<h3><strong>3. Sync Tax and Shipping Tax Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Books and Inventory lets you easily sync both shipping tax, shipping charges/cost details and order tax, whether it’s single or multiple taxes, making overall tax and shipping management simple and accurate. </span></p>
<p><b><i>Note:</i></b><span style="font-weight: 400"> This feature is currently available only for US data centers, with support for other countries coming soon.</span></p>
<h3><strong>4. Two-Way Sync for Products Stock</strong></h3>
<p><strong><span style="font-weight: 400">This feature enables seamless synchronization of product stock quantities between Zoho and WooCommerce. Any changes in a product’s stock level in Zoho are automatically updated and reflected in your WooCommerce store.</span><br />
</strong></p>
<h3><strong>5. Sync Coupon Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Zoho Books and Inventory now allows you to sync coupon details, including the Coupon Code, Amount, and Type used by customers during checkout. This feature helps you keep your accounting and inventory up-to-date in real-time, making it easier to track discounts and understand the success of your promotions.</span></p>
<h3><strong>6. Sync Order Notes by Users</strong></h3>
<p><span style="font-weight: 400">WooCommerce Zoho Books and Inventory Offers feature to sync order notes that are mentioned by customers while placing orders. This ensures all essential details are in one place, so businesses can deliver better service without the need for manual input.</span></p>
<h3><strong>7. Sync User Browser info and IP address</strong></h3>
<p><span style="font-weight: 400">Zoho Books & Inventory allows you to synchronize users’ IP addresses and browser information. This feature enhances tracking and segmentation, enabling you to develop more personalized strategies.</span></p>
<h3><strong>8. Automatic Stock Adjustment Upon Order Placement</strong></h3>
<p><span style="font-weight: 400">WooCommerce Zoho Books & Inventory gives you the option to automatically create stock adjustments when an order is placed, when a user places an order the stock is automatically adjusted in your Zoho inventory. This smooth integration ensures that your Zoho inventory is instantly updated, simplifying inventory management and reducing the risk of stock discrepancies.</span></p>
<h3>9. <strong>Order Status Sync From WooCommerce</strong></h3>
<p><span style="font-weight: 400">The WooCommerce Zoho Books and Zoho Inventory plugins offer the capability to automatically synchronize your order status when it changes on your WooCommerce Store. This feature ensures smooth order management and improves operational efficiency.</span></p>
<h3><strong>10. Connect Both with One Click </strong></h3>
<p><span style="font-weight: 400">You can Connect WooCommerce with Zoho Books & Inventory simultaneously by Selecting the </span><b>Both</b><span style="font-weight: 400"> option While Connecting. This can save time and enhance workflow automation.</span></p>
<p><span style="font-weight: 400">For example, when you create a simple product, all its details will be synchronized with both the Zoho books and inventory, while generating logs for both simultaneously.</span></p>
<h3><strong>11. Data pipelines – Create Feeds to Sync WooCommerce Data</strong></h3>
<p><span style="font-weight: 400">Zoho Books and Zoho Inventory plugins come</span><span style="font-weight: 400"> with feeds that allow you to define data collection and synchronization rules. And according to those rules data is synced over</span><span style="font-weight: 400"> to both software platforms.</span><span style="font-weight: 400"> </span></p>
<p><span style="font-weight: 400">Essentially, feeds are data pipelines that continuously transfer data from WooCommerce to Zoho Books, establishing real-time synchronization to keep the modules up-to-date.</span></p>
<p>By default, three feeds sync the data of these WooCommerce objects.</p>
<ul>
<li>Contacts</li>
<li>Invoices</li>
<li>Items</li>
</ul>
<h4><strong>Setup specifics</strong></h4>
<ul>
<li>In addition to the default feeds, you can also create custom feeds to sync data for other objects, such as sales, orders, quotes, and more.</li>
<li>When you set up the extension for the first time, you must disable the auto-generated number for invoices and sales orders in Zoho Books and Zoho Inventory.</li>
<li>If you want to sync data separately in Zoho Books and Zoho Inventory, then join both platforms from different organizations otherwise it will integrate both Zoho Books and Zoho Inventory simultaneously.</li>
</ul>
<h3><strong>12. Tailor your data feeds</strong></h3>
<p><span style="font-weight: 400">Zoho Books Integration allows you to customize your feeds using the following options: </span></p>
<p><strong>Select object:</strong> <span style="font-weight: 400">Select the type of</span><span style="font-weight: 400"> Zoho Books and Inventory</span><span style="font-weight: 400"> object you want to sync.</span></p>
<p><strong>Map fields: </strong><span style="font-weight: 400">Associate WooCommerce fields with </span><span style="font-weight: 400">Zoho Books or Zoho Inventory </span><span style="font-weight: 400">fields to sync data.</span></p>
<p><strong>Add a new field:</strong> the extension allows you to add a new field to your feed and configure field type and value.</p>
<ul>
<li><strong>Primary field:</strong> select a field that will uniquely identify each record in the table (Primary Key).</li>
<li><strong>Select event:</strong> choose the event that will trigger data synchronization.</li>
<li><strong>Sync variable products:</strong> when you create a new variation of a product, the parent product will also be synced with the Zoho Books (for Items feed only).</li>
<li><strong>Conditional filters:</strong> set conditions that must be met for data synchronization to occur.</li>
</ul>
<h3><strong>13. Sync your historical data to keep Zoho Books Up-To-Date </strong></h3>
<p>With <strong>Integration With Zoho Books & Inventory</strong>, you can synchronize all your existing (historical) data for different WooCommerce objects. It has two methods for manual synchronization: Bulk Data sync and One-Click sync.</p>
<ul>
<li><strong>One-Click sync:</strong> Manually sync freshly added data or data that failed to sync in the previous process.</li>
<li><strong>Bulk Data sync:</strong> Perform manual syncing of all new or failed WooCommerce object data.</li>
</ul>
<h3>14. <b>Products Association From Zoho To WooCommerce</b></h3>
<p><span style="font-weight: 400">This feature is especially useful when you face syncing issues. For example, if your products are already synced to Zoho from a third-party site like Etsy, and now you’ve started using WooCommerce, you also sync them in Woocommerce from Etsy. This way, the products may not link correctly between Zoho and WooCommerce. This mismatch often causes errors. With this feature, you can avoid such problems by associating products in three easy ways: using SKU, Product ID, or Product name.</span></p>
<h3><strong>15. Use logs to review Data sync information</strong></h3>
<p>All the details regarding your successful and failed data syncs are recorded in the form of logs. You can filter these automatically generated logs as “All” or for “Errors.” You can also schedule their deletion after a set number of days.</p>
<blockquote><p><b>Note:</b><span style="font-weight: 400"> By default, logging is enabled. You can disable it if you want. </span></p></blockquote>
<p><span style="font-weight: 400">The log table displays the following details: </span><i><span style="font-weight: 400">Woo Object, Woo Object ID, WooCommerce Zoho Object, </span></i><i><span style="font-weight: 400">Zoho Books / Inventory Object ID,</span></i><i><span style="font-weight: 400"> and more. </span></i><span style="font-weight: 400">You can clear the </span><span style="font-weight: 400">logs in one go or expor</span><span style="font-weight: 400">t the complete list using the download button. To view the logs in</span><span style="font-weight: 400"> Zoho Books and Zoho Inventory</span><span style="font-weight: 400">, click on the Object ID. </span></p>
<h3><strong>16. Filter Logs Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Books and inventory plugin has the option to filter your logs, you can filter them by Default Invoice Feeds, Default Contacts Feed, and Default Item Feeds.</span></p>
<h3>17. <b>Custom Time For Cron Synchronization</b></h3>
<p><span style="font-weight: 400">Along with the default cron synchronization, you also have the option to set a custom time for cron synchronization. To make this option work, background synchronization must be active. This can be particularly helpful in reducing unnecessary frequent synchronization and optimizing resource usage.</span></p>
<h3><strong>18. Sync data instantly And Never Miss A Beat</strong></h3>
<p>When the instant sync feature is enabled, it synchronizes your WooCommerce data to Zoho Books as soon as the specified event for a feed occurs.</p>
<h3><strong>19. Enable Auto-Sync in the background</strong></h3>
<p><span style="font-weight: 400">You can use the background syncing feature to sync your existing data to</span><span style="font-weight: 400"> Zoho Books and Zoho Inventory every 5 minutes.</span><span style="font-weight: 400"> This helps you reduce your dependency on manual syncing methods and makes the process smoother.</span></p>
<h3><strong>20. Automatically delete logs</strong></h3>
<p><span style="font-weight: 400">Set the number of days after which the log will be automatically deleted. This is crucial for clearing up space as eventually, piled-up logs will unnecessarily load your </span><span style="font-weight: 400">Zoho Books Inventory Integration.</span></p>
<h3><strong>21. Wipe Data On Disconnect</strong></h3>
<p><span style="font-weight: 400">You can enable the</span><span style="font-weight: 400"> Zoho Books Inventory integration Plugin</span><span style="font-weight: 400"> to delete all the synchronization data of your WooCommerce site upon disconnection and free up the space.</span></p>
<h3><strong>22. Zoho Integration Dashboard: Your Quick Glance at Key Data</strong></h3>
<p><span style="font-weight: 400">The Dashboard allows you to monitor the key points of your Zoho Books Integration easily. </span><span style="font-weight: 400">You can check the Zoho Books Connection Status and Access Token Expiry. Plus, you can renew your token in a single click. </span></p>
<p><span style="font-weight: 400">Moreover, you can also see the number of synced Contacts, Items, and Orders and assess the performance of your feeds.</span></p>
<h3><strong>Zoho Books and Inventory Integrated With</strong></h3>
<p><strong>WooCommerce HPOS<br />
</strong><span style="font-weight: 400">Integration with Zoho Books and Inventory is compatible with WooCommerce High Performance Order Storage (HPOS) which is an easy-to-understand solid database structure that uses WooCommerce CRUD design, allowing you to store order data in custom order tables to easily handle Instant and bulk orders and ensure the smooth workflow of your WooCommerce store.</span></p>
<h3><strong>Why Should You Use Zoho Books & Inventory WooCommerce Integration?</strong></h3>
<ul>
<li><span style="font-weight: 400">The Zoho Books WooCommerce integration is a useful solution for managing your online store. It offers a centralized management system to track and organize your WooCommerce data.</span></li>
<li><span style="font-weight: 400">The customization objects make this Zoho Books Integration a perfect fit, as you can tailor the data collection to suit the unique needs of your eCommerce business.</span></li>
<li><span style="font-weight: 400">It is a one-stop solution to streamline every vital aspect of your business, such as invoices, billing, payments, project management, and more. </span></li>
</ul>
<h2><strong>Benefits</strong></h2>
<ul>
<li><strong>Simple setup: </strong>Integration With Zoho Books & Inventory has a simple setup process. Install the extension on your WooCommerce store and connect it to Zoho Books.</li>
<li><strong>Fast and seamless data sync:</strong> You can sync all your WooCommerce data to Zoho Books automatically or manually. The synchronization of new and failed data can be done with a single click.</li>
<li><strong>Saves time:</strong> Synchronization with Integration With Zoho Books & Inventory creates a detailed log report, helping you view successful and failed syncs and find errors to fix.</li>
<li><strong>Control your data synchronization:</strong> The Integration With Zoho Books & Inventory extension lets you map fields, set trigger events, apply conditions for data filtration, and more. It gives you complete control over data syncing.</li>
</ul>
<h3><strong>Learn more</strong></h3>
<p>Visit <a href="https://woocommerce.com/document/integration-with-zoho-books-inventory/"><strong>Integration With Zoho Books & Inventory’s </strong></a>documentation to learn more about the features and details of the extension. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/">submit your query</a>.</p>

Integration with Zoho Books & Inventory

<p>Seamlessly synchronize your Woo store’s data with Zoho Books and Zoho Inventory.</p>

<h2>Gain financial control with Cost & Reports for WooCommerce</h2>
<p>Cost & Reports for WooCommerce helps you manage product costs, pricing, profit, and reporting directly inside WooCommerce. Update costs and prices in bulk, track margins across orders and products, export reports, and use the new Insights tab to better understand your store’s financial performance.</p>
<p>Use your product costs, purchase prices, shipping costs, markups, stock values, order data, and refunds to make clearer pricing and profitability decisions.</p>
<h3>Key benefits</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Financial insights</strong> — Monitor costs, revenue, profit, stock value, refunds, and key store metrics.</li>
<li><strong>Profit-First Insights</strong> — See KPI cards, trends, and ranked product/customer lists for faster decision-making.</li>
<li><strong>Bulk cost and price management</strong> — Update costs, prices, stock, markups, and related values across your catalog.</li>
<li><strong>Detailed reports</strong> — Analyze orders, products, customers, refunds, profit, and sales data with filters and exports.</li>
<li><strong>Inventory Valuation</strong> — See full-store purchase, COGS, retail, and stock totals in one dialog.</li>
<li><strong>WooCommerce COGS support</strong> — Use the native WooCommerce Cost of Goods field when enabled.</li>
<li><strong>CSV and XLSX export</strong> — Export full reports or filtered on-screen tables for further analysis.</li>
<li><strong>Dark mode</strong> — Work comfortably with a clean, low-glare admin interface.</li>
</ul>
<p>Cost & Reports for WooCommerce has been recognized as one of the best accounting software solutions for WooCommerce in 2024 by <a href="https://techreport.com/business-software/best-accounting-software-for-woocommerce/" target="_blank" rel="noopener">TechReport</a>.</p>
<h2>Powerful table editor for product costing</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/wcr-3.7.5-home.png"><img class="alignnone wp-image-18734006651681 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/wcr-3.7.5-home.png" alt="Cost & Reports - home tab" width="1512" height="1218" /></a></p>
<p>The Cost & Reports table editor is built for efficient bulk updates and inventory management. Quickly modify purchase prices, cost of goods, shipping fees, markups, regular prices, sale prices, and stock values.</p>
<p>Automated calculations help you understand retail value, cost value, profit, and markup while you work.</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Detailed financial overview</strong> — Display total and individual cost values, retail values, and profit.</li>
<li><strong>Search and filtering</strong> — Use range filters and customizable views to isolate specific data points.</li>
<li><strong>Customizable views</strong> — Hide or show product IDs, SKUs, cost fields, price fields, stock, and more.</li>
<li><strong>Sorting and export</strong> — Sort data by column and export filtered results in CSV or XLSX format.</li>
</ul>
<h2>Bulk editing made simple</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-bulk-cogs.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-bulk-cogs.png" alt="Cost & Reports - bulk functions" width="1372" height="627" /></a></p>
<p>Bulk editing functions let you update multiple rows with a few clicks. Adjust costs, markups, prices, and stock values, apply rounding for cleaner pricing, and save changes from one table view.</p>
<p>For example, you can increase an “other cost” field for all selected products, apply a rounding rule, or update prices while Cost & Reports recalculates markup and profit automatically.</p>
<h2>Product-specific cost tracking</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-product-page-view.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-product-page-view.png" alt="Cost & Reports product page cost fields" width="980" height="271" /></a></p>
<p>Add purchase prices and cost of goods on each product or variation. Cost & Reports stores cost information so reports can show historically accurate profit when orders are placed.</p>
<p>Support for the native WooCommerce Cost of Goods field is available and can be enabled in the plugin settings.</p>
<h2>VAT and profit calculations</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-prices.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-prices.png" alt="Cost & Reports - prices" width="1372" height="627" /></a></p>
<p>Work with prices including or excluding VAT and let the plugin calculate cost, retail value, markup, and profit. This makes it easier to maintain accurate pricing while keeping profitability visible.</p>
<h2>Advanced range filtering</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-range-filter.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-range-filter.png" alt="Cost & Reports - range filter" width="1374" height="401" /></a></p>
<p>Filter products and reports by values such as purchase price, cost, markup, profit, stock, and more. Range filters help you quickly find products that need attention, such as low-margin products or items with missing cost data.</p>
<h2>Profit-First Insights Dashboard</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.7.0-insights-1.png"><img class="alignnone size-medium wp-image-18734006634744" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.7.0-insights-1.png?w=896" alt="Cost & Reports - insights tab" width="896" height="745" /></a><br />
Turn store data into clearer decisions with the new Insights tab. See profit-first KPI cards, sales and margin trends, and ranked lists for top products and customers without exporting data.</p>
<ul class="wccom-tick-list-primary">
<li>Track net sales, profit, refunds, cost of goods, shipping, taxes, and order volume in one place</li>
<li>Compare net sales, profit, and cost of goods over time with visual trend charts</li>
<li>Identify top products by profit and quantity sold</li>
<li>Identify top customers by profit and revenue</li>
<li>Understand profit performance faster without digging through raw order rows</li>
</ul>
<p>The Insights tab complements the detailed Orders, Products, and Customers reports by giving store owners a faster way to understand what is driving real profitability.</p>
<h2>Reports for orders, products, and customers</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.7.0-orders.png"><img class="alignnone size-medium wp-image-18734006634746" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.7.0-orders.png?w=896" alt="Cost & Reports - orders report" width="896" height="753" /></a></p>
<p>Analyze store performance with detailed reports for orders, products, and customers. Choose date ranges, filter results, search rows, view totals and averages, and export data when needed.</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Orders report</strong> — View order totals, costs, profit, net sales, taxes, refunds, customer, role, status, and more.</li>
<li><strong>Products report</strong> — Analyze products and variations sold, quantities, prices, costs, profit margins, categories, SKUs, and refunded data.</li>
<li><strong>Customers report</strong> — Review customer totals, contact details, shipping, order totals, tax, payment method, and purchase activity.</li>
</ul>
<h2>Customer filter for targeted reporting</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png" alt="Customer filter" width="1257" height="364" /></a></p>
<p>Use the customer filter to analyze reports by specific customers, companies, or roles. Combine customer filtering with date ranges to understand revenue, profit, refunds, and purchasing behavior for selected segments.</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Customer-specific reporting</strong> — Filter reports by customer name, company, or role.</li>
<li><strong>Date range analysis</strong> — Track revenue and profit over custom periods.</li>
<li><strong>Consistent filters</strong> — Apply reporting filters across orders, products, and customers.</li>
<li><strong>Export filtered data</strong> — Export filtered reports to CSV or XLSX for analysis or sharing.</li>
</ul>
<h2>Product and variation reports</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-products-report.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-products-report.png" alt="Products report" width="1583" height="1238" /></a></p>
<p>The products report gives you a product-level view of sales, cost, and profit. Review order IDs, product names, variations, categories, SKUs, quantities, prices at purchase, net sales, profit, and margins.</p>
<p>Use sorting and row search to quickly find the products, variations, or categories you want to analyze.</p>
<h2>Reports by customer</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customers.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customers.png" alt="Customers report" width="1578" height="967" /></a></p>
<p>The customer report helps you understand customer activity and totals. View customer name, company, email, phone, shipping, order total, tax, items purchased, currency, country, and payment method.</p>
<h3>Customer totals</h3>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.4-customer-popup.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.4-customer-popup.png" alt="Cost & Reports customer totals popup" width="816" height="581" /></a></p>
<p>Click the info icon to see customer totals and summary values for a selected customer.</p>
<h2>Row search and automatic calculations</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-row-filter.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-row-filter.png" alt="Cost & Reports row filter" width="2023" height="559" /></a></p>
<p>Use row search to filter report tables by order ID, category, product name, SKU, customer, or other visible values. Totals, averages, best sellers, and profit calculations update automatically for the filtered selection.</p>
<h2>Live reports</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png" alt="Cost & Reports live report filters" width="1257" height="364" /></a></p>
<p>Reports can show an automatic counter for new orders and can be refreshed automatically when enabled in settings. This makes the report view useful for live monitoring throughout the day.</p>
<h2>Cost history on order items</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-order-page.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-order-page.png" alt="Cost & Reports order item history" width="2288" height="1540" /></a></p>
<p>When customers purchase products, Cost & Reports can add cost of goods and purchase price to each order line. This helps preserve historical cost data so profit reports remain accurate even if product costs change later.</p>
<h2>Export detailed reports</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export.png?w=980" alt="Cost & Reports export buttons" width="980" height="365" /></a></p>
<p>Cost & Reports provides two export options for your store data.</p>
<h3>Download CSV — full data export</h3>
<p>The CSV export includes complete report data with relevant fields that may not be visible in the on-screen table. Use it for accounting, custom reporting, or importing into other systems.</p>
<ul class="wccom-tick-list-secondary">
<li>Orders exports include totals, profit, shipping, tax, customer details, refunds, and more.</li>
<li>Products exports include line-item data, quantities, costs, profit margins, categories, SKUs, product types, and refunded data.</li>
</ul>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-orders.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-orders.png?w=980" alt="Cost & Reports export orders CSV file" width="980" height="191" /></a><br />
<a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-products.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-products.png?w=980" alt="Cost & Reports export products CSV file" width="980" height="126" /></a></p>
<h3>Export table XLSX — filtered on-screen export</h3>
<p>The XLSX export includes the currently visible report table, including filters, search terms, date ranges, and sorted columns. It is useful for quick insights or sharing filtered reports in spreadsheet tools.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-table-report.png"><img src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-table-report.png" alt="Cost & Reports export table" width="980" height="227" /></a></p>
<h2>Already using cost of goods for your products?</h2>
<p>If you already use a cost of goods field for your products, you can connect it in the plugin settings. Cost & Reports can also create its own cost of goods field by default and use it in product, order, and report calculations.</p>
<p>Native WooCommerce Cost of Goods support is also available and can be enabled in the settings.</p>
<h2>Built for better WooCommerce decisions</h2>
<p>Cost & Reports helps you manage costs, understand margins, export financial data, and make better pricing decisions from inside WooCommerce.</p>

Cost & Reports

<p>Manage costs, update prices with smart suggestions, and track profit with detailed WooCommerce reports and insights.</p>

Integration with Zoho Books & Inventory vs Cost & Reports