Zoho Books

You can use Zoho Books to keep track of your accounts as you make sales from your online store. The data from your store will be automatically synced into Books so you can seamlessly work between the two.

 

In this section:

• Benefits of the Integration
  

• Prerequisites
  

• How to Integrate
  

 

Benefits of the Integration

• Create transactions for customers and vendors and enable them to keep track of orders and communicate with you
  
• Record all your store transactions automatically in Zoho Books
  

• Easily file taxes and prepare tax returns
  

• Monitor your accounting in real time
  

• Set up payment reminders
  

• Keep track of sales and purchases
  

 

Prerequisites

You need to have your account connected with Zoho Commerce.

 

How to Integrate

1. Go to Settings and select Zoho Books under Integrations.
   

2. When you are redirected to Zoho Books, click Go to Organization to integrate.
   

3. To request access to an organization you're not an admin of, click Join your existing Organizations.
   

4. To change your organization, click on your profile in the top-right corner and click Manage next to My Organizations. Select your organization. 
   

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  Zoho Commerce is built using Zoho Inventory and Zoho Books. All transactions in Zoho Commerce will be available in Zoho Books or Zoho Inventory once it has been integrated.

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  Yes. Based on the ORG ID, sync happens automatically across Zoho products like Books and Inventory. All transactions will be available to view in Zoho Books and Inventory.

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