## Documentation Index

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

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

# Integrate Zoho Books with Zoho Notebook

[Zoho Notebook](https://www.zoho.com/notebook/) is a general-purpose note-taking tool for all your needs. Be it an idea on your mind, your daily to-do list, or your office documents, Zoho Notebook helps you note down and organize everything in a single place.

Using the Zoho Notebook extension, you can take contextual notes, create checklists, upload images, and add documents from any screen within Zoho Books.

**Note:** This feature is available only for certain plans of Zoho Books. Visit the [pricing page](https://www.zoho.com/books/pricing/) to check if it’s available in your current plan.

## Install the Zoho Notebook Extension

*   Go to **Settings** on the top right corner of the page.
*   Select **Zoho Apps** under _Integrations._

![Select Zoho Apps under Integrations](/books/help/images/integrations/zoho-notebook/settings-zoho-apps.png)

*   On the _Zoho Apps_ page, scroll down and click **Install** next to _Zoho Notebook_.

![Click Install next to Zoho Notebook](/books/help/images/integrations/zoho-notebook/zoho-notebook-install.png)

*   In the pop-up that appears, click **Install**.

The Zoho Books web app will refresh. Zoho Notebook will be installed as an extension in Zoho Books. You can access it from the widgets pane on the right side.

![Zoho Notebook extension ](/books/help/images/integrations/zoho-notebook/zoho-notebook-extension.png)

**Insights**

*   The notes and checklists that you create and the images and documents you add to Zoho Notebook are collectively called cards.
*   If you’ve already created cards in the Zoho Notebook app before integrating Zoho Notebook with Zoho Books, you’ll be able to access those cards in the Zoho Notebook extension.

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## Create Notes

*   Hover the cursor over the pane on the right side of the screen and click the **Zoho Notebook** extension.
*   In the pane that appears, click the **+** button on the top right corner of the _Zoho Notebook_ extension.
*   Select **Write** from the dropdown.

![Click Write to create a note](/books/help/images/integrations/zoho-notebook/create-note.png)

*   Enter a title for the note and the contents of the note.
*   Click the **Tick** button next to the note’s title to save it. 

![View the note created](/books/help/images/integrations/zoho-notebook/view-note.png)

The note will be added as a card. You can access it from the Zoho Notebook extension.

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## Create Checklists

*   Hover the cursor over the pane on the right side of the screen and click the **Zoho Notebook** extension.
*   In the pane that appears, click the **+** button on the top right corner of the _Zoho Notebook_ extension.
*   Select **To Do** from the dropdown.

![Click To Do to create a checklist](/books/help/images/integrations/zoho-notebook/create-checklist.png)

*   Enter the title for the checklist and the items or tasks that need to be completed.
*   Click the **Tick** button next to the checklist’s title to save it.

![View the checklist created](/books/help/images/integrations/zoho-notebook/view-checklist.png)

The checklist will be added as a card. You can access it from the Zoho Notebook extension.

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## Upload Images

*   Hover the cursor over the pane on the right side of the screen and click the **Zoho Notebook** extension.
*   In the pane that appears, click the **+** button on the top right corner of the _Zoho Notebook_ extension.
*   Select **Upload** from the dropdown.

![Click Upload to add an image](/books/help/images/integrations/zoho-notebook/upload-image.png)

*   On the pop-up that appears, select the image that you want to upload and click **Open**.

The image will be added as a card. You can access it from the Zoho Notebook extension.

![View the image added](/books/help/images/integrations/zoho-notebook/view-image.png)

**Note:** You can only upload one image at a time.

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## Attach Documents

*   Hover the cursor over the pane on the right side of the screen and click the **Zoho Notebook** extension.
*   In the pane that appears, click the **+** button on the top right corner of the _Zoho Notebook_ extension.
*   Select **Attach** from the dropdown.

![Click Attach to add a document](/books/help/images/integrations/zoho-notebook/add-document.png)

*   On the page that appears, select the file that you want to upload and click **Open**.

The document will be added as a card. You can access it from the Zoho Notebook app.

![View the document attached](/books/help/images/integrations/zoho-notebook/view-document.png)

**Note:** You can only upload one document at a time.

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## Delete Cards

**Insights** The notes and checklists that you create and the images and documents you add to Zoho Notebook are collectively called cards.

*   Hover the cursor over the pane on the right side of the screen and click the **Zoho Notebook** extension.
*   In the pane that appears, click the **More** button next to the card that you want to delete.
*   Click **Delete** from the dropdown.

![Click Delete to delete the card](/books/help/images/integrations/zoho-notebook/delete-card.png)

**Note:** If you delete a card in the Zoho Notebook extension, it will also be deleted in the Zoho Notebook app and vice-versa.

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## Open a Card in Zoho Notebook

You can open an existing card in Zoho Notebook to perform additional actions like marking a card as a favorite, locking a card, adding tags to a card, and more. Here’s how:

*   Hover the cursor over the pane on the right side of the screen and click the **Zoho Notebook** extension.
*   In the pane that appears, click the **More** button next to the card.
*   Click **Open in Notebook** from the dropdown.

![Click Open in Notebook to open the card in Zoho Notebook](/books/help/images/integrations/zoho-notebook/open-in-notebook.png)

The Zoho Notebook web app will open in a new tab in your browser.

*   Click the **More** button on the top right corner of the card and select the action that you want to perform.

![Click More to view additional actions](/books/help/images/integrations/zoho-notebook/more-actions.png)

**Note:** Any action that you perform on a card in the Zoho Notebook app will also reflect in the Zoho Notebook extension.

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## Uninstall the Zoho Notebook Extension

*   Go to **Settings** on the top right corner of the page.
*   On the _Settings_ page, scroll down and select **Zoho Apps** under _Integrations._
*   On the _Zoho Apps_ page, scroll down and click **Uninstall** next to _Zoho Notebook_.

![Click Uninstall next to Zoho Notebook](/books/help/images/integrations/zoho-notebook/zoho-notebook-uninstall.png)

*   In the pop-up that appears, click **Uninstall**.

The Zoho Books app will refresh, and the Zoho Notebook extension will be uninstalled after the refresh. However, the cards created using the Zoho Notebook extension will still be available in the Zoho Notebook app.

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