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Preparation to Connect Pemo to Zoho Books

Updated this week

Before connecting Pemo with Zoho Books, let’s make sure everything’s ready for a smooth setup.


1. Check your access

In Pemo, you’ll need to be an Admin or Accountant.
In Zoho Books, you’ll need Admin or Accountant access with integration permissions.


2. Gather your essentials

  • Your Zoho Books login credentials (with 2FA if enabled).

  • The correct organization if you manage multiple entities.

  • A designated Bank or Wallet Account in Zoho Books (or create one during setup).


3. Decide your accounting structure

You’ll be mapping:

  • Chart of Accounts (expense categories)

  • Vendors / Contacts

  • Tax rates (VAT)

  • Projects or cost centers


Pemo Power Tip:
If you don’t already have a payment account for your Pemo wallet, you can create one directly in Pemo during setup.

👉 Once ready, continue to our Connection Guide.

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