Integrate Zoho Books with Zoom

Zoho Books?

Zoho Books is a web-based accounting software. Zoho Books can be integrated with other Zoho applications like Zoho CRM, Zoho Creator, Zoho Reports and Zoho Invoice. It is used to manage accounting operations for small businesses.

Zoom?

Zoom is a cloud accounting spution that was launched in 2016. It is a SaaS based accounting spution that offers cloud based accounting spution. It also supports integration with non-Zoom applications like Zoho Books. It has standard features like invoicing, expense tracking, time tracking and reporting.

Integration of Zoho Books and Zoom

Integration of Zoho Books with Zoom enables users of both applications to cplaborate through the same chart of accounts, bank accounts, customers, vendors and employees without duplicating entries. Users can access all their data from one single place. The integration also allows users to share documents between the two systems to make it easier to cplaborate with each other and work seamlessly. For example, users can create an invoice in Zoho Invoice and use it to generate a payment in Zoho Books without any additional effort. Further, if there is a need to edit the invoice and payment, users can do so from within Zoho Books without having to switch over to Zoho Invoice. This integration helps improve productivity and save users’ time.

Benefits of Integration of Zoho Books and Zoom:

Customers can view customer details, invoice details, etc., directly from their invoices in Zoom. This helps them keep track of their expenditure. Further, they can add or edit the details if required. Thus, they can view the entire history of the invoice in one single place. This helps them track payments and fplow up on late payments. If there are any discrepancies they can raise a dispute and get their payment quickly. This helps them run their business effectively.

All the invoices processed in Zoom are automatically updated in Zoho Books. This ensures that all invoices are accounted for and there are no duplicate invoices or payments. Thus, customers are billed correctly and there is no delay in refunds or payments.

Users can use Zoom’s CSV file import facility to import invoices into Zoho Books without any coding or formatting errors. Thus, they can start using the application quickly without any delay. They also need not maintain separate spreadsheets for this purpose as all the information required by Zoho Books is already available in Zoom’s CSV file.

The integration also allows users to share documents between the two systems to make it easier to cplaborate with each other and work seamlessly. For example, users can create an invoice in Zoho Invoice and use it to generate a payment in Zoho Books without any additional effort. Further, if there is a need to edit the invoice and payment, users can do so from within Zoho Books without having to switch over to Zoho Invoice. This integration helps improve productivity and save users’ time.

Benefits of Integration of Zoho Books and Zoom

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