Zoho Books

Always have a clear picture of your financial data by syncing transactions between Podium Payments and Zoho Books. You’ll also be able to sync contacts and send automated review invitations.

KEY BENEFITS

• Improve the accuracy and time spent closing out your books by automatically reconciling payments collected using Podium and writing them back to Zoho Books via invoice number.
• Save time managing your contacts by seamlessly syncing your contacts between Podium and Zoho Books. No more copy and pasting between systems!
• Improve your online rating by requesting reviews after transactions.

Compatibility

All versions

Setup Process

1. Click Connect.

2. Select the Podium location you’d like to connect to Zoho Books.

3. Allow Zoho Books to access the appropriate Podium data.

4. Allow Podium to access the appropriate Zoho Books data. (Log in to Zoho Books if necessary.)

5. Select your Zoho Books account.

6. Make sure you’ve selected the appropriate country.

7. Check the box for Payment Writeback.

8. Click Finish.

9. Select the automations to use with your Zoho Books integrations.

10. Click Activate.