🔗How to Link Zoho Books to Pemo - Step-by-Step Guide
How to Link Zoho Books to Pemo - Step-by-Step Guide
Navigate to "Export" from the left navigation menu, then select “Card Expenses”
Select your accounting system from the dropdown list, So here we pick "Zoho Books" from the list, then click on "Get started"
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.
Click on Accept to grant consent for Pemo so it can get your Accounting Fields/Push expenses
Select the company (Zoho Account) you want to connect to Pemo.
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
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.
Click on Pemo default account and:
a. If you've previously created a Payment Account for Pemo in Zoho Books, select it from the provided list.
b. If you haven't created a Payment Account dedicated to Pemo yet, you can create one directly in the same field. Just input the preferred name for the new Payment Account and select "Create New Account." Pemo simplifies the procedure, enabling you to set up the required account smoothly.
Your Zoho account is now connected to Pemo and the setup is complete. You can start exporting your expenses to Zoho!
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