Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.Zoho Books Integrations
It's easy to connect Box + Zoho Books without coding knowledge. Start creating your own business flow.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new folder.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Upload a file to specific folder.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Box is a company that has been around since 2005. They provide cloud-based storage and file sharing services for businesses and individuals. Box also allows their users to create and share documents, spreadsheets, and presentations through a web interface or a mobile app.
Zoho Books is a popular accounting software package used by many small business owners. Zoho Books software provides a suite of online business management tops including financial accounting, inventory management, time tracking, invoicing, customer relationship management, payment processing, bill payment, and more. It’s very similar to Quickbooks Online which is an accounting software from Intuit.
In order to integrate Box with Zoho Books, the Box account must first be setup in Zoho Books. This is done by going to the Zoho Books homepage and logging in. Once logged in, a new user can click on “Add New Company” and fplow the prompts to add a new company. A user can also add a new company from the Settings screen by clicking “Add New Company” under Accounting Setup. Once this is done, the name of the company will appear in the “Companies” list located under the Accounting tab.
Once the Box account has been added to the company, the user can access it by clicking on “Box” located under the Accounts tab. Here they will see that Zoho Books has created two accounts for them. one for the company budget that will be used for storing funds received from customers, and one for receiving payments from customers. The user now has access to Box via Zoho Books.
The integration of Box and Zoho Books offers many benefits to both companies and individual users. For example, if an individual customer pays their invoice using another method (such as PayPal), Box will automatically create an invoice in Zoho Books for each payment received. If an individual wants to send files over to their accountant or bookkeeper, they can easily do so by sending them directly to their Box fpder in Zoho Books. For small businesses, having all of your data in one place (such as your financial records. might make managing your business easier and more efficient. All of your data can be accessed from any computer at any time, which can save you time when you have to do work on the go. Also, if you have multiple employees working for you, having all of your data in one place can help streamline your workflow so that everyone works together more efficiently.
The process to integrate Box and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.