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Recipes with Zoho Books

Recipes that read your books in Zoho Books, and the few changes the agent makes there with your approval. 6 recipes.

• A monthly finance pack from Zoho Books

  Profit and loss, balance sheet, bank and overdue invoices as a report, made again every month.

  Zoho Books · Reports

• Ask Zoho Books questions in plain words

  Profit and loss, who owes you, what you spent and what is in the bank, asked in your own words.

  Zoho Books

• Bring your Zoho apps into XataWorks

  Region, Zoho Mail, Books, CRM and Calendar connected, and a Zoho assistant that knows them.

  Zoho Mail · Zoho Books · Zoho CRM · Zoho Calendar · Mail

• Chase overdue invoices from Zoho Books

  Overdue invoices from Zoho Books, and a personalised reminder for each saved to Drafts in one go.

  Zoho Books · Zoho Mail · Mail

• File the receipts in your inbox into Zoho Books

  Receipts in your inbox checked against Zoho Books, and the missing ones recorded with their PDFs.

  Zoho Books · Zoho Mail · Mail

• Prepare for a sales call with Zoho CRM

  The CRM record, recent emails and unpaid invoices in one brief before the call.

  Zoho CRM · Zoho Books · Zoho Mail · Mail · Documents

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