🔗How to Link Zoho Books to Pemo - Step-by-Step Guide

1. Navigate to "Accounting Export" from the left navigation menu, then select “Card expenses”

2. Select your accounting system from the dropdown list, So here we pick "Zoho Books" from the list, then click on "Get started"

3. You’ll be redirected to Zoho Books Authorization Page; fill in your Zoho Books account’s username and password

If the screen above is not visible to you, it means you are currently signed in to Zoho Books. Kindly navigate to https://www.zoho.com/books/ in your web browser and verify that you are logged into the appropriate account. Alternatively, you can log out and return to step 1 to sign in using the correct credentials.

4. Click on Accept to grant consent for Pemo so it can get your Accounting Fields/Push expenses

🔐Pemo Integration Permissions with Zoho Books Overview

5. Select the company (Zoho Account) you want to connect to Pemo.

🔧Troubleshooting Zoho Books Connection issues

Wondering why you have more than one company/account on Zoho? You can see your organizations in Zoho; log in to your Zoho Books account, then click on your company name on the top right and you will see all your Organizations listed

If you don’t have a payment account dedicated for Pemo wallet, you can create one directly from within Pemo.

6. While Pemo is preparing your Accounting Setup, you’ll see a loader. Once your data is fetched, you’ll see Complete Accounting Setup; click the Complete Setup button.

You are now set and ready to export expenses to Zoho Books online