Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.
uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).uProc Integrations
Zoho Books + MailChimpAdd New Zoho Books Contacts to a List on MailChimp Read More...
Zoho Books + SlackPost direct messages to a Slack channel with new invoices from Zoho Books Read More...
Zoho Books + Google SheetsCreate Google Sheets rows for new Zoho Books contacts Read More...
Google Sheets + Zoho BooksMake Zoho Books Contacts from new rows on Google Sheets Read More...
It's easy to connect Zoho Books + uProc without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Select a tool to perform verification or enrichment
Zoho Books is an accounting software that helps businesses track the money coming and going from their business. It works on a cloud-based platform, allowing it to work on a variety of devices, including smartphones and tablets. This means that users can access the program on any device. The program has all the features you need to run an accounting program.
uProc is a cloud-based accounting application. Normally, accounting applications have to be downloaded to use them, but uProc is different. You can use it from any device because it’s all stored in the cloud. It does this by using a unique file format called EBS.
Many businesses use both Zoho Books and uProc. But many times they don’t know how to integrate the two programs. Here is a brief guide on how to do so:
Step 1. Download your bank transactions
Step 2. Open Zoho Books and go to “Reports” and choose “Accounting Reports”
Step 3. Select “Open Balance Sheet”
Step 4. Select “Export to Excel” and then select “uProc” as “Output Format” (It should be selected by default)
Step 5. Save the file as an excel file onto your computer
Step 6. Open uProc and go to “Accounts” and create a new account for “Zohobooks Declarations”
Step 7. Click on “Import from Excel” and select the file you saved earlier
Step 8. Click on “Next” and wait for the import list to populate (this takes a few seconds)
Step 9. Select the accounts you want imported into uProc (you will usually want to select all if you are not sure which ones are relevant to you. and click “Finish”
There are many benefits to integrating Zoho Books and uProc. For one thing, it allows you to use Zoho Books for what it was designed for and allow uProc to take care of all the bookkeeping. This will save you money because you won’t have to pay someone to enter everything into Zoho Books for you. Another benefit of integration is that it allows users of Zoho Books to be able to see their financials through the books management software side of things. This helps in keeping track of what is going on in their business with ease. It also makes it easier for business owners to keep track of what their employees are up to when they are out of the office because it allows them to track where their employees are at any given time, which improves efficiency. For accountants, this integration makes it easier for them to manage their clients because they won’t have to worry about entering data twice or having to go back and forth between clients to find out information they need.
The process to integrate Zoho Books and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.