Zoho Books

πŸ•β€πŸ¦Ί Setup guide

This guide will help you connect your Zoho Books account with your Zenskar account.

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Prerequisites

You must have a properly configured Zoho Books account.

Integrate Zoho Books with Zenskar

  1. Log into your Zenskar account.
  2. Go to Settings > Connectors > Zoho and click on the Connect button.
  3. Complete the authentication using your company’s Zoho account credentials.
  4. After a successful authentication, you will be redirected to the following page:
  1. Enable the modules you want to sync with Zoho.
    • Invoices: No additional configuration is required for syncing invoices.
    • Payments: No additional configuration is required for syncing payments.
    • Customers: No additional configuration is required for syncing customers.

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Tax calculations

Taxes are not synced from Zenskar to Zoho. Taxes will be applied by Zoho depending on how your configuration.