Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Want to explore Office 365 + Zoho Books quick connects for faster integration? Here’s our list of the best Office 365 + Zoho Books quick connects.Explore quick connects
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Triggers once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
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 contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
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.
Delete an existing Invoice.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Thank you for joining this session about integrating Office 365 and Zoho Books.Zoho Books is a cloud-based accounting spution that helps small business owners and accountants run their businesses efficiently. It offers an easy to use interface, real time data syncs, invoicing, accounting, and customer relationship management (CRM. Microsoft's Office 365 is a cloud-based productivity suite that provides users with an on-demand version of the Microsoft Office software on any computer or mobile device. It also integrates with other applications available on the cloud, such as Dropbox, Google Drive, Salesforce, and Evernote.Microsoft and Zoho recently partnered to offer a new spution for small businesses that require both accounting and productivity tops in one place. The integration enables users to send invoices from within the Zoho Books application. Using Outlook, users can also create email templates which will automatically be added to the Zoho Books application when sent.Office 365 and Zoho Books Integration. Benefits for UsersThe newly integrated service offers three key benefits for users:Full contrp over financial data - Accounting details are synced between Zoho Books and Office 365. This allows users to view finances, bank data, sales data, and invoices in one place. No need to switch back and forth between books.Accounting data is secure - Data is stored in the cloud so there is no need to backup accounting information manually. The data is encrypted during transmission and storage.Efficient time management - With all accounting details at hand in one place, users can more efficiently manage their time and focus on growth.
The integration of Office 365 and Zombie Books helps users manage their finances better with greater convenience. Users can simply send invoices from within Zoho Books and access them in Outlook. This eliminates the need to transfer accounting documents between multiple platforms. One major benefit of this is that it saves users time by eliminating the need to manually save accounting files in different locations.Users can also save time by using the "Send Invoice" option in Outlook. In addition to this, they can also create professional email templates to send invoices quickly without any additional steps.Office 365 and Zoho Books Integration. What you will learn todayIn this session, you will learn how to integrate Zoho Books and Office 365 to make your life easier. You will learn how to send invoices from within Zoho Books and access them in Outlook. In addition to this, you will also learn how to create email templates for sending invoices quickly using Outlook.
In this session we have learned about Office 365 and Zoho integration and its benefits. I hope you enjoyed this session and found it useful.
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