Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
SharePoint IntegrationsSharePoint + Zoho Books
Create Sales Invoice to Zoho Books from New List in SharePoint Read More...SharePoint + Zoho Books
Update Contact in Zoho Books when New List is created in SharePoint Read More...SharePoint + Zoho Books
Create Contact to Zoho Books from New Item Line in SharePoint Read More...It's easy to connect Zoho Books + SharePoint 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.
Triggers whenever new item created in the list.
Triggers whenever new list created.
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.
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Zoho Books is a software for accounting and bookkeeping sputions. It was launched in 2007 by Zoho Corporation.
The software has a number of features such as:
Automatic double-entry accounting,
The ability to produce financial reports,
Products and services can be ordered, invoiced and paid online,
Taxes and reports can be generated automatically,
Integration with other Zoho products.
Integrating Zoho Books and SharePoint is possible thanks to the add-on (the Zoho Books integration add-on. which combines the functionality of these two products. The add-on allows SharePoint users to have access to all the features of Zoho books through their browser. In most cases, users don’t need to install anything on their computers. They just need to connect to their SharePoint site with the browser.
The main benefits that companies get from integrating Zoho Books and SharePoint are:
Invoices can be generated automatically when the customer orders items. This means that salespeople don’t need to worry about invoicing or chasing after payments. In addition, this feature saves time because the invoice is sent on its way as soon as the order is made. Invoices can be generated automatically when the customer orders items. This means that salespeople don’t need to worry about invoicing or chasing after payments. In addition, this feature saves time because the invoice is sent on its way as soon as the order is made.
Sales and inventory data can be accessed from SharePoint lists. Using lists makes it easier for you to sort and filter information quickly. You can also export this data directly into Excel spreadsheets or Word documents. Sales and inventory data can be accessed from SharePoint lists. Using lists makes it easier for you to sort and filter information quickly. You can also export this data directly into Excel spreadsheets or Word documents.
There is a dashboard where you can see all your important data at a glance. This dashboard shows sales performance, your trading position, and current stock levels of your products. There is a dashboard where you can see all your important data at a glance. This dashboard shows sales performance, your trading position, and current stock levels of your products.
Zoho Books integrates with SharePoint through the Zoho Books integration add-on.
The process to integrate Zoho Books and SharePoint 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.