Integrate Zoho Books with Google Drive

Zoho Books is a cloud-based accounting application designed especially for small and medium sized businesses. It helps you track your business finances through reports, invoices, tax reporting, payments, bank reconciliation, and so on. You can use it free of cost for up to 3 different users.

Google Drive is an online storage facility for documents, presentations, spreadsheets, and other files. Once you have signed up for Google Drive, you can easily create an account that will integrate with Zoho Books.

Integration of Zoho Books and Google Drive

You have to sign in to your Google Account and then click the ‘Settings’ icon. Sign in to Zoho Books using your credentials and click the ‘Integration’ link under the settings heading. You will be taken to a separate page where you can select the ‘Google Drive’ option. If you haven’t signed up for Google Drive yet, you will have to do that first.

After the integration process is complete, you will see the fplowing message. “Successfully connected your Zoho Books account to Google Drive.”

Click the ‘OK’ button to finish the process. A new tab will open in your browser with the fplowing message. “Google Drive has been successfully connected to your Zoho Books account.” It also lists some steps for setting up your accounts together. You can now add files from your Google Drive to Zoho Books and vice versa.

Benefits of Integration of Zoho Books and Google Drive

Once the two accounts are linked, you can upload any file from Google Drive to Zoho Books. The opposite is not true though. You can only upload files that are saved in Google Drive into Zoho Books. There is no option to save a file directly on Google Drive from Zoho Books. You have to make sure that the file is saved in Google Drive before you upload it into Zoho Books.

However, if you want to download a file from Zoho Books into Google Drive, you can do so by selecting the ‘Google Drive’ button on the file edit page and clicking the download button next to the text field. The file will be saved on your Google Drive account automatically. You can also add a file into Google Drive from within Zoho Books by uploading it as a new file or by adding an attachment. In both cases, the file will be uploaded as a new document on Google Drive instead of overwriting the original file.

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