How to email sweep receipts and auto-fetch invoices from Web-Portals with Zoho Books?

Zoho Books is an easy-to-use, intuitive accounting software designed specifically for small businesses to handle their finances and to remain on top of the cash flow. It is also the pioneer accounting product of a well-reputed software provider, which eliminates all problems related to uptime, support, or safety. With Zoho Books, you can quickly send professional invoices to your clients and receive their online payments on a single platform.

GetMyInvoices seamlessly integrates with your Zoho Books account to fetch invoices from web portals and vendors automatically. We will keep your expenses data synced and your cash flow up-to-date. Skip double data entry, speed up account reconciliation, and improve the accuracy of your expenses records with GetMyInvoices!

1. Begin integration process

Login to GetMyInvoices > Choose "Sync" from the left menu > Click "Synchronization Accounts" on the right side > Choose "Export" and Click "Add Sync Account" > Choose Zoho Books > Click "Continue"

1. Begin integration process

2. Configure sync settings

Choose how often invoices should be synchronized, set start date of sync and put comment > If needed click "Extended Settings" and continue set up > Click "Continue"

2. Configure sync settings

3. Connect GetMyInvoices and Zoho Books

Login to your Zoho Books account. Select the Zoho Books Vendor, Account and Bank Account > Click "Save”. Once you have added Zoho Books Sync, you can select the Zoho Books Vendor, Account and Bank Account in the Suppliers Module and select it for every Supplier. In case of any supplier who this wasn’t configured for, GetMyInvoices uses the default values selected in "Add Sync" dialog.

3. Connect GetMyInvoices and Zoho Books

4. Integration finished

It will take about 5 minutes until you will see your invoices in Zoho Books

4. Integration finished

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