Do you know that Zoho Books is a great accounting software for small businesses? In this tutorial, we will help you know how to integrate Zoho Books with Magento 2.
First of all, we need to learn what Zoho Books is?
Zoho Books is a smart accounting software that is designed for small businesses to manage their finances. This tool is easy to use and allows you to make smart decisions based on data as well as financial control of your company. You can send professional invoices to customers and receive online payments from all applications.
The great thing about Zoho Books is that it has intelligent design and financial management capabilities for your projects. Don’t hesitate to integrate Zoho Books into your Magento 2 store today to experience.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
Zoho Booksand click on
Select Zoho Books Actionfield. After selecting, click on
Select Zoho Books account. Please click on
Connect an Account. Then, your screen will display the image below:
Save + Continue.
Set up Zoho Books Sales Invoice. Now, please enter all required fields on the page as well as choose
customer namefrom step 1, then choose
Zoho Bookssuccessfully. Finally, choose
Finishand set the
name your zapto complete.
Posted by vanessa in Blog . December 08, 2018