Plannit's integration with your Zoho Books system allows you to transfer invoices and payments made in Plannit to Zoho Books in real time, eliminating the need to manipulate information and saving time.
Once connected and installed, you'll be able to centralize all invoice creation and sending in Plannit, as well as payment capture, so you'll have just one place to manage your information in Plannit. In real time, invoices will be created in Zoho Books, and payments applied to invoices.
⚠️ Important to understand
It's important to understand that communications between Zoho Books and Plannit are unidirectional! Invoices and payment transactions are sent to Zoho Books, but the reverse is not possible.
Plannit ➡️ Zoho Books ✅
Zoho Books ➡️ Plannit ❌
❗ You'll need to manage all your quotes, invoices, payments and customer communications in Plannit, which will then send the accounting information to your Zoho Books account to create your financial statements.
ℹ️ The transfer takes place in Zoho Books when an invoice is created (with a number) or a payment/refund is applied to an invoice.
ℹ️ Note, however, that it is possible to import your Contacts and Products & Services from Zoho Books into Plannit when setting up the integration.
Additional guides for integration
To help you set up and manage the integration, here are some handy guides: