Before setting up your Zoho Books, you need to know what your current situation is: are you already using Plannit in your day-to-day operations or are you planning to start soon?
Choose from the following 2 scenarios:
📘 Zoho Books integration at startup with Plannit
Preparatory steps for Zoho Books integration
Create and/or validate your list of products and services in Zoho Books, making sure to identify the unit of measure and price for each item.
Make sure that each item is associated with an income account in Zoho Books.
Here's how to add products and services in Zoho Books before importing them into Plannit. To see the Zoho Books guide, click here.
Configuring Zoho Books integration
⚠️ Important
Before integrating, make sure you have added your tax groups in Plannit invoice settings.
To learn more about how to create your tax group, please refer to Manage invoice settings in the Invoice settings section.
🔸 Step 1 - Connection
Log in to your Zoho Books online account on your computer
In another tab, log in to your Plannit account
In Plannit Settings, click on Accounting
Under Connect an accounting system, select Zoho Books using the arrow, then click the Connect button.
If you were not previously connected to Zoho Books, a login window appears. Enter your login details and log in.
Click on Accept at the bottom of the page so that Plannit can access your Zoho Books account data.
After a certain delay, you will be redirected to Plannit.
🔸 Step 2 - Configuration
In Plannit Settings, click on Accounting
Using the small arrows, select the corresponding default tax in Zoho Books that applies to taxable items and then for non-taxable items.
Select here a Zoho Books product and services item to be used by default in the event that a Plannit product and services item is not linked to the Zoho Books one (e.g. Other Income).
Select the company bank account here so that all deposits appear in this account in the Zoho Books General Ledger.
Am I set up correctly?
Once all the Zoho Books connections have been completed, you will be presented with new options allowing you to import all your Contacts and Products and services from Zoho Books to Plannit.
🔸 Step 3 - Importing your Zoho Books contacts
In Plannit Settings, click on Accounting
You can now start importing your Contacts (customer list).
Check that the import was successful, as follows:
Click on the Contacts tab in Plannit: you should find a list of all your registered Zoho Books contacts.
🔸 Step 4 - Import your Zoho Books Products and services
In Plannit Settings, click on Accounting
Select here a Zoho Books product and services item (e.g. Other) to be used by default in the event that a Plannit product and services item is not linked to the Zoho Books one.
Check that the import has been completed as follows:
Click on Settings then Products & Services: you should find your products and services catalog with Zoho Books registered prices.
Click on an item to make sure that if the service is taxable, the taxes are displayed and that the service is linked to an item in Zoho Books.
📘 Zoho Books integration after you've started operating in Plannit
⚠️ Important
Invoices that were created before integrating with Zoho Books will not be able to transfer into Zoho Books.
For more information, please contact us via the Help Center by starting a new conversation (here's how to contact us)
Preparatory steps for Zoho Books integration
Create and/or validate your list of products and services in Zoho Books, making sure to identify the unit of measure and price for each item.
Make sure that each item is associated with an income account in Zoho Books.
Here's how to add products and services in Zoho Books before importing them into Plannit. To see the Zoho Books guide, click here.
Configuring Zoho Books integration
⚠️ Important
Before integrating, make sure you have added your tax groups in Plannit invoice settings.
To learn more about how to create your tax group, please refer to Manage invoice settings in the Invoice settings section.
🔸 Step 1 - Connection
Log in to your Zoho Books account on your computer
In another tab, log in to your Plannit account
In Plannit Settings, click on Accounting
Under Connect an accounting system, select Zoho Books using the arrow, then click the Connect button.
If you were not previously connected to Zoho Books, a login window appears. Enter your login details and log in.
Click on “Accept” at the bottom of the page so that Plannit can access your Zoho Books account data.
After a certain delay, you will be redirected to Plannit.
🔸 Step 2 - Configuration
In Plannit Settings, click on Accounting
Using the small arrows, select the corresponding default tax in Zoho Books that applies to taxable items and then for non-taxable items.
Select here a Zoho Books product and services item to be used by default in the event that a Plannit product and services item is not linked to the Zoho Books one (e.g. Other Income).
Select the company bank account here so that all deposits appear in this account in the Zoho Books General Ledger.
Am I set up correctly?
Once all the Zoho Books connections have been completed, you will be presented with new options allowing you to import all your Contacts and Products and services from Zoho Books to Plannit.
🔸 Étape 3 - Importations de vos contacts (optionnelle)
⚠️ Important
You can import your Zoho Books contacts into Plannit, however it is important to know that this operation could duplicate some of your contacts for those already existing in Plannit.
You may want to add a label to your existing contacts before importing (e.g. Before importing Zoho Books), which will allow you to identify duplicate contacts more easily once the import is complete.
Your quotes, invoices, visits, etc., already existing in Plannit will be linked to Plannit contacts before importing, you may decide to remove duplicate contacts that were imported from Zoho Books.
In Plannit Settings, click on Accounting
You can now start importing your Contacts (customer list).
Check that the import was successful, as follows:
Click on the Contacts tab in Plannit: you should find a list of all your registered Zoho Books contacts.
🔸 Step 4 - Link each Plannit Products and services item to a Zoho Books item
⚠️ Important
Do NOT launch the import of Zoho Books products / services since you already have your list of Plannit Products and Services items given that you were already using Plannit.
Instead, take the following steps:
In Plannit Settings, click on Products and Services
Associate each item in Plannit with the corresponding item in Zoho Books
Click on the 1st item in the list and scroll down to the bottom of the window in the Item linked to Zoho Books section
Select the Zoho Books item and click Save
Do the same step for all the items in your catalog.