Articles on: Integration

Zoho Books Integration

Zoho Books Integration


Zoho account Authorization


To integrate Zoho account, we need to do authorization.


Navigation: Pos Backend → Settings → Accountings → Zoho Books → Install → Choose Zoho Books in the Select Mode → Enter the domain & Organization ID → Authorize → Accept → Save


Select Mode: Choose Zoho Books


Domain: Zoho Book domain such like .com /.in /.co.za


Organization ID: We need to enter the Zoho books organization ID.




Once the authorization is completed successfully, your Zoho Book account has been integrated with Posbytz Software.
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Zoho Books (Without inventory)


Features available in Zoho Inventory


  1. Sales Invoice sync
  2. Purchase Invoice sync


We mostly suggest to use this model in Restaurant / QSR business. In this model, the customer will maintain the inventory in PosBytz. Sale & Purchase invoice will sync to Zoho Books. So that the customer can file his accounting.


Once the configuration is done, Do a sale in the POS


1. Sales Invoice sync


The invoice will be synced to Zoho Inventory


Navigation: Zoho Inventory → Sales → Invoices


Invoices


The refunded invoices will be synced to credit notes


Navigation: Zoho Inventory → Sales → Credit Notes


Credit Note


If the customer details added during the sale in POS, it will be synced to Zoho Books


Navigation: Zoho Inventory → Sales → Customers


Customer


2. Purchase Invoice sync


The Purchase invoice will be synced to Zoho Inventory


Navigation: Zoho Inventory → Purchases → Purchase Order


Purchases



To configure and setup the integration. Kindly contact support@posbytz.com



Updated on: 13/03/2023

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