Zoho Books

Zoho Books is online accounting software from Zoho for invoicing, payments and tax compliance. Connecting Zoho Books to Resool shows each contact's Zoho Books customer, invoices and balance due next to the conversation, lets agents create invoices and customers from the inbox, and sends an invoice's PDF with its link straight into the chat. Workflows can create customers and invoices in Zoho Books too.

#What you can do with Zoho Books

In the Inbox and on the contact page

• See the Zoho Books customer matched to the contact, with name, email and phone.
• Balance due: what the customer still owes, per currency.
• Invoices: each invoice with number, date, due date, total, the amount left to pay and its state: Paid, Unpaid, Overdue or Draft.
• Send in chat: send the invoice PDF in the conversation with its total, due date and a "View and pay" link when Zoho Books provides one.
• Create invoice and Create customer in Zoho Books from the panel.
• View in Zoho Books to open the customer in Zoho Books.

In Workflows

• Create invoice: create a Zoho Books invoice for the contact; later steps can send {{invoice.number}} and other invoice details.
• Create customer: create the contact as a Zoho Books customer, or find the matching one.

#Before you begin

• You need a Zoho Books organization. Resool works with Zoho accounts in any data centre. If you have several organizations, you choose which one Resool uses after connecting.
• In Resool, only workspace Owners and Admins can connect apps. Creating invoices and customers from the panel needs permission to manage contacts.
• Customers are matched to a contact by email address or phone number.

#How to connect Zoho Books to Resool

1. Go to Settings › Apps.
2. Find Zoho Books under Available now (or open the Accounting tab) and click Connect.
3. The Connect Zoho Books dialog lists what Resool will be able to do: see your organizations and their settings, see and create contacts, and see and create invoices with your income accounts and taxes, and download their PDFs. Click Continue.

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Settings › Apps, Accounting tab › Zoho Books › Connect

The "Connect Zoho Books" dialog with its description, the three permissions and the Cancel and Continue buttons.

File: screenshots/zoho-books-connect-dialog.png

1. Sign in to Zoho in the window that opens and accept the access request.
2. You're returned to Resool and see Zoho Books connected.
3. Click Manage and check that Organization shows the Zoho Books organization you want to use.

#How to configure Zoho Books

Click Manage on the Zoho Books card to open Zoho Books settings. Changes are saved with the save bar at the bottom; Discard reverts them.

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Settings › Apps › Zoho Books › Manage

The "Zoho Books settings" side sheet with Organization, Invoice defaults (Revenue account, Tax rate, Due in, Invoice status) and Customers (Create customer automatically).

File: screenshots/zoho-books-settings-sheet.png

Organization

• Organization: the Zoho Books organization that customers and invoices are read from and created in. Switching it forgets which customer each contact was matched to.

Invoice defaults

• Revenue account: the Zoho Books income account invoice lines are posted to. First revenue account uses the first one.
• Tax rate: applied to invoice lines that don't pick a tax.
• Due in: days from the invoice date until it's due. 0 means due on receipt.
• Invoice status: Draft stays editable in Zoho Books; Finalized (issued) issues the invoice.

Customers

• Create customer automatically: when an invoice is created for a contact with no matching Zoho Books customer, Resool creates one. When it's off, the invoice isn't created.

#How to use Zoho Books in the Inbox

1. Open a conversation and click the Zoho Books icon in the right-hand sidebar.
2. Review the customer, Balance due and Invoices.
3. Click Send in chat on an issued invoice to send it, or Open to open it in Zoho Books.

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Inbox › open a conversation › Zoho Books icon in the right sidebar

The Zoho Books panel for a matched contact: the customer card, Balance due, invoices with Paid, Unpaid and Overdue badges and their Send in chat and Open buttons, and the Create invoice and "View in Zoho Books" buttons.

File: screenshots/zoho-books-inbox-panel.png

#Create an invoice

1. Click Create invoice.
2. Enter each line's Description, Qty and Unit price, and pick a Tax or No tax. Click Add item for more lines (up to 20).
3. If you have more than one income account, choose one in Revenue account.
4. Set Due (On receipt, or in 7, 14, 30 or 60 days) and Status (Draft or Finalized (issued)).
5. Click Create invoice.

If the contact isn't in Zoho Books yet, click Create customer.

The same panel opens from the contact's page under Connected apps; sending in chat works from a conversation only.

#How to use Zoho Books in Workflows

Add a step from the Accounting group:

• Create invoice: set App to Zoho Books, add Items, and optionally set Currency (an ISO code such as SAR or AED; empty uses your organization's currency), Due and Status, or keep Use app default. Later steps can use {{invoice.number}}, {{invoice.total}}, {{invoice.currency}}, {{invoice.due_date}}, {{invoice.status}} and {{invoice.id}}.
• Create customer: the contact is matched in Zoho Books by email or phone; when there is no match a customer is created.

#How to disconnect Zoho Books

1. Go to Settings › Apps and click Disconnect on the Zoho Books card.
2. Confirm in the Disconnect Zoho Books? dialog.

Resool stops accessing your Zoho Books organization.

#FAQ and troubleshooting

#My Zoho account is in the EU or India data centre. Does it work?

Yes. Sign in as usual; Resool connects to the data centre your Zoho account uses.

#I have several organizations. Which one does Resool use?

The one selected under Organization in Manage.

#Why doesn't the panel find the customer?

Customers are matched by email or phone.

What you can do:

• Add the email or phone from the Zoho Books customer to the contact.
• Or click Create customer.

#"Zoho Books refused the connection"

The connection expired or access was revoked in Zoho. Reconnect Zoho Books from Settings › Apps.

#What's next?

• Workflow steps
• Xero
• Odoo
• Getting started with apps