How do I enable the Zoho Books module in Zoho CRM?

Pre-requisites to enable the Zoho Books module:

  • All Accounts / Contacts should be set up as a two way sync.
  • Items sync should also be a two way sync.
  • If the Purchase Order module is enabled in Zoho Books, the Vendor sync should be set up in a two way sync.

Pre-requisite to set up Zoho Books - Zoho CRM integration:

  • The user setting up / updating the integration must be an admin in all the Zoho finance applications i.e. a Zoho Books organization could be integrated with other finance products such as Zoho Expense, Zoho Inventory or Zoho Subscription. If it is integrated, only the user who is an admin in all the Zoho Finance applications can set up the integration.

To enable the Zoho Books module, click the Enable button under the Sync Transaction Modules.

Zoho Books module in CRM

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