Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.
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
Evernote + Zoho BooksCreate Sales Invoice to Zoho Books from New Notebook in Evernote Read More...
Evernote + Zoho BooksUpdate Contact in Zoho Books when New Notebook is created in Evernote Read More...
It's easy to connect Evernote + Zoho Books without coding knowledge. Start creating your own business flow.
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.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Create and Updates an existing contact.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Evernote is a note-taking application which can be accessed from any computer, tablet, or smartphone. It has over 100 million users and is available in 30 languages. Evernote makes it easy to add notes, photos, online documents and more to your account and access them from anywhere. You can also use Evernote on the go to capture ideas or write down a list with their mobile app. (Evernote, n.d.)
Zoho Books offers online bookkeeping and accounting software which can be integrated with Evernote. It allows you to quickly create invoices, import transactions from bank statements, keep track of payments and much more. One of the best features of Zoho Books is that it is free for up to three users. (Zoho Books, n.d.)
Integration of Evernote and Zoho Books helps you reduce the time required to keep track of your finances by combining two applications into one. Using Evernote’s organizational system, you can create notebooks for each client and label each notebook with the client’s name. Assign tags to each note so you can easily search for notes by client. Next, create an invoice in Zoho Books using the bank account number, date, check number, etc. Then copy the invoice number into the note’s title. When you are ready to pay the invoice, you can click on the Zoho Books button in Evernote and transfer the payment immediately. (Zoho Books, n.d.)
The benefits of integration of Evernote and Zoho Books include:
Time saving — By integrating both applications you spend less time searching for invoices and payments because they are all in one place. This eliminates the need to look through various fpders or documents on your computer or hard drive searching for a specific piece of information because it is all in Evernote. This will also save you time when paying your bills because you no longer have to manually type in the client’s name or invoice number. You can quickly open the Evernote notebook with the correct information and click on the invoice to make the payment. Another benefit is that you can take pictures of receipts and recordings of phone calls with your phone and upload them directly into Evernote using the mobile app. This makes it easy to access these records while you are away from your office. This also makes it easier to add expenses to individual invoices instead of having to add them all at once in QuickBooks. By integrating both applications, you can accomplish two tasks at once by making a note about the call in Evernote and creating an invoice in Zoho Books at the same time. The ability to integrate these two applications saves you time and money because it eliminates the use of paper-based systems and manual data entry. For example, let’s say you receive an auto-generated receipt in the mail for a purchase you made on Amazon. You could scan this receipt into Evernote and then use Zoho Books to create an invoice for this purchase without having to re-enter any data. This would eliminate having to type in all of this information twice. In addition, if you have customers who pay by check, you can enter all check numbers into a spreadsheet or document on your computer and then copy them into Evernote as notes with titles like “Check Number 1001” instead of typing this information each time you receive a check.
The process to integrate Evernote 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.