## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Books with Email

Your interaction with your customers and vendors doesn’t just stop with you sending quotes or invoices. Apart from that, you might also be sending them emails from your personal email address, thanking them for their purchase or sending them important documents to be signed and so on.

Any transaction that you send out using Zoho Books would be a system generated mail. This means that your customers will have to reply to your personal email address. There is a chance that you might miss these emails in the huge stack of emails coming in everyday.

Not anymore. With the new Email Integration feature, you can now add your personal email address to your Zoho Books organization, and the mails between this email address and the contact’s email address will be fetched directly into the **Mails** section under your contact in Zoho Books.

## A quick overview of email integration

* * *

## Configuring your email address

There are two ways by which you can configure your email address.

**Method 1:**

*   Go to **Settings** on the top right corner of the page.
*   Select **Other Apps** under _Integrations_.
*   On the _Other Apps_ page, you will find **G Suite/Gmail** and **Office 365/Outlook** integrations.
*   Click on **Enable Integration** to connect with any one of them.

![Enable button](/books/help/images/integrations/enable-email-button.png)

**Method 2:**

*   Open the **Contacts** module and click on the concerned contact.
*   Select **Mails**.
*   Under Mails, click on **Connect your mail account** option on the right, as shown in the image below:

![Connect button](/books/help/images/integrations/connect-email-button.png)

*   You can choose between Gmail and Outlook, or click on **Link with work account** to connect with your G Suite or Office 365 account.
*   Once you have setup the integration, you can view the mails by going to the **Contact > Mails > System mails drop-down > Choose your integrated email**.

![Choose email](/books/help/images/integrations/choose-email.png)

### Points to remember

*   You can choose between G Suite/Gmail and Office 365/Microsoft Outlook, as your personal email address.
*   You can have only one active email address connected to your Zoho Books organization.

#### What are the benefits of this feature?

Once the emails are fetched into your contact’s Mails, you can add the mail to the concerned **Invoice**, **Quote** or to the **Contact Activity** page, by clicking on the **Add mail to** drop-down as shown in the image below:

![Add mail to](/books/help/images/integrations/add-mail-to.png)

Also, if the mail contains attachments, you can attach them to the contact by clicking on the paperclip icon next to the Add mail to option, as shown in the image below:

![Attachment](/books/help/images/integrations/add-attachment.png)

![Attachment contact](/books/help/images/integrations/add-attachment-contact.png)

**Note:** You can attach upto 10 files, of 5 MB each.

If the mail you are searching for hasn’t been fetched yet, click on the ![Refresh](/books/help/images/integrations/refresh-email.png) button on the top right corner.

* * *

## Changing your integrated email address

You can change your email address by clicking on the email address, and selecting **Configure Emails**, as shown below:

![Configure](/books/help/images/integrations/configure-email-dropdown.png) ![Disconnect](/books/help/images/integrations/disconnect-email.png)

You can also do it by going to **Integrations** > **Other Apps** > **Configure Emails**.

**Warning!**

If you wish to switch your email address, you will have to **disconnect** the existing one and connect the new email address.

* * *

## Disabling integration

You can disable email integration by navigating to **Integrations** > **Other Apps** > **Disable Integration**, available beside your email address.

![Disable button](/books/help/images/integrations/disable-email-integration.png)