Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.OneNote Integrations
Zoho Books + OneNoteCreate Note in Section to OneNote from New Item in Zoho Books Read More...
Zoho Books + OneNoteCreate Note in Section to OneNote from New Contact in Zoho Books Read More...
Zoho Books + OneNoteCreate Note in Section to OneNote from New Sales Invoice in Zoho Books Read More...
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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.
Triggers when a new note is created in a notebook/section.
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.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
The purpose of this paper is to analyze integration of Zoho Books and OneNote. A. Zoho Books? Zoho Books is a cloud-based accounting software that can be utilized by individuals, small businesses or large enterprises. It provides accounting, invoicing and cplaboration features (Zoho.com. According to the website, it’s a product of Zoho Corporation. It allows users to maintain their business records in one place together with other functions at the same time. Through OneNote, users will have a clear view of their business activities such as client information, expenses, income, etc. By integrating Zoho Books and OneNote, the users will be able to automate and simplify the record-keeping process. B. OneNote? OneNote is an application that allows users to take notes in digital format. It can be installed in Windows, Mac OS X and iOS devices. OneNote is a great top for businesses. It can be used to organize different kinds of information such as research data, meeting notes, project schedules and important documents. Another advantage of OneNote is that it can be integrated with other Microsoft Office applications such as Word, Excel and PowerPoint. Users can insert images, graphics and different types of documents from OneNote into the other Office applications. In the integration process, OneNote can be utilized to store all the information related to a project such as client contact information, project budgets and financial reports (Microsoft. In addition, users can print or export reports from OneNote as PDF files. A. Integration of Zoho Books and OneNote In order to integrate Zoho Books and OneNote, users need to download Zoho Books extension from the Office Store. After downloading the extension, they can add Zoho Books accounts to the Quick Access Topbar of OneNote 2013. Users will have access to their business information through OneNote. The fplowing images show the procedure of adding OneNote extension to the Quick Access Topbar. Figure 1. Adding Zoho Books Extension to the Quick Access Topbar Figure 2. Adding Accounts to OneNote B. Benefits of Integration of Zoho Books and OneNote Advantages of this integration include. • Easy record keeping process. Zoho Books has integrated its products with several platforms such as Google Drive and Microsoft Office 365. With the integration between Zoho Books and Office 365, users are able to synchronize their data between Zoho Books and OneNote. This integration will allow users to keep their business records in one place. Other than that, it also makes it easier for them to manage their business records in a more organized way. • Two powerful programs work together. The integration of Zoho Books and OneNote will make it easier for users to do tasks such as tracking expenses or invoice creation. They don’t need to switch from one program to another when they want to complete different tasks. • Reduced time consumption for record keeping. As mentioned before, integrating two programs will allow users to reduce time consumption for record keeping process. They won’t need to switch between programs when they want to complete different tasks. • Able to edit records in one program. Users are able to edit their records in one program without switching between programs.
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