Zoho Books is a simple to use accounting software program businesses use to manage sales and transactions. You can use it to invoice customers, pay bills, generate reports for planning, tax filing, and more.
Connection Requirements
Available Actions
Connection Requirements
To connect to Zoho Books, you will:
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- Navigate to My Apps within your Glances dashboard and click the app's gear icon. (If you don't see the app you need, you can add it.)
- Click + to add a Team or Personal Connection.
- Click Sign in with Zoho Books.
- Enter your Zoho Books login credentials.
- Click Sign In.
Once connected, you can search for Zoho Books data within the Glances widget or view outstanding and upcoming invoices within My Daily Glances. To make changes to the data that displays, you can edit your Glances at any time.
Available Actions
Actions allow you to complete a task in another app directly from Glances. If you need a Zoho Books Action, let us know at support@glances.com.