G Suite Integration

Zoho Books is integrated with G Suite to make bookkeeping more powerful with more tools at your disposal. With this integration, you get the best of Zoho Books’s powerful accounting tools combined with Google’s varied collaboration, storage, communication products and services.

With just a single sign-in and seamless integration, this will make it very easy for G Suite customers to access all their transactions in Zoho Books when logged into G Suite.

In this document, you will be learning about the following,

Prerequisites to set up the integration

Installing the Zoho Books app in G Suite

G Suite Login Screen

G Suite Console

Marketplace Apps

Zoho Books G Suite

Launch ZB G Suite

You will now be asked to either create a new organisation or link an existing organisation in Zoho Books with your G Suite account. Click here to know more about how to create a new organisation in Zoho Books.

Import Users

You have the option to ‚Äčimport from your G Suite Users into Zoho Books. You can do so by following the steps below,

If you are logging in for the first time:

If you are logging into Zoho Books using G Suite for the first time, you will be taken to the setup screen where you can import your users and assign them a role such as Staff or Admin in your Zoho Books organisation,

Import Users Gapps

Select the users you wish to import by selecting the check-box against each name and click on the Add user now button. Your G Suite account users would now be imported into Zoho Books.

P.S: Please note that your users would be marked Inactive by default once they have been imported into Zoho Books. You will have to navigate to Gear Icon-> Users, hover your cursor over a user and select Mark as active to activate the user.

If you have already logged into Zoho Books:

Click on the Gear icon and select Users and click on the Import G Suite Users button. Once the users have been imported select or type the email address from the “Choose email from Gapps or Add manually” drop-down.

Invite Users Gapps

Select the user from the drop-down and assign a Role for the user you wish to invite. Finally click on Send to finish.

Import Contacts

You have the option to import contacts from your Gapps account into Zoho Books. You can do so by following the steps below,

If you are logging in for the first time:

If you are logging into Zoho Books using G Suite for the first time, you will be taken to the setup screen where you can import your contacts,

Import Contacts Gapps

Select the contacts you wish to import by selecting the check-box against each name and select on Import Contacts. Your Google contacts would now be imported into Zoho Books.

If you are already logged into Zoho Books:

Navigate to the Contacts module. Click on the menu icon on the top right corner and select Import Contacts from G Suite from the drop-down.

Import Contacts Gapps Menu

In the screen that follows, you will be asked to select the contacts you wish to import from G Suite into Zoho Books. Select the contacts from the list and confirm by clicking on the Continue to Import button.

Invite Contacts Gapps

Your contacts would now be imported into Zoho Books.

Updating a contact in Zoho Books:

If you wish to update the details of a contact that already exists in Zoho Books, navigate to the Contacts module and click on the contact you wish to update. Click on More on the right most corner and select Fetch this contact from G Suite from the drop-down.

Update Contact Gapps

Click on Reimport to confirm your actions in the pop-up that follows.

Confirm Update


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