Zoho Books

GetMyInvoices lets you automatically transfer your invoices to the Zoho Books interface. This allows you to streamline your accounting processes and manage invoices directly in Zoho Books without any manual effort. This guide provides step-by-step instructions on how to set up Zoho Books.

Step 1

Click on Profile in the top right corner and select Synchronization from the dropdown menu.
Click the plus icon (+) in the top right corner to add a new synchronization.
Select the Export option to automatically transfer invoices.

Click on Profile in the top right corner and select Synchronization from the dropdown menu. Click the plus icon (+) in the top right corner

Step 2

Use the search function and search for Zoho Books.
Select the Zoho Books tile.
Click Next.

Use the search function and search for Zoho Books. Select the Zoho Books tile. Click Next.

Step 3

You will be automatically redirected.
Select a region.
Click Connect to Zoho Books.

You will be automatically redirected. Select a region. Click Connect to Zoho Books.

Step 4

Log in to Zoho Books.
Select an organization.
Click Next.

Step 5

Specify export settings for the documents.
Use Advanced Settings to set additional criteria for the export.
Click Next.

→ In this example, we’ll have the invoices archived in Zoho Books after they’ve been successfully exported.

to set additional criteria for the export. Click Next. → In this example, we’ll have the invoices archived in Zoho Books after they’ve been

Step 6

Optional: Limit the export period based on the invoice or import date.
Select a Zoho Books Expense account.
Optional: Set up a Zoho Books Expense account
Optional: Set up a Zoho Books “Paid via” account
Click Save to start the export.

GetMyInvoices will now automatically transfer all relevant invoices to Zoho Books based on your settings.

Optional: Set up a Zoho Books “Paid via” account Click Save to start the export. GetMyInvoices will now automatically transfer all relevant

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