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.
WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.WordPress 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 + WordPress 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.
Triggered when you add a new comment.
Triggers when form submission is submitted.
Triggered when you add a new post.
Triggered when a new user is added.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Create a new post, including the status allowing the creation of drafts.
Create user including the status allowing the creation of drafts
Deletes a existing custom post type.
Deletes an existing user.
Zoho books is a cloud-based accounting software that is designed for small businesses. It helps you to manage your finances, billing, and sales. This top has several time saving features like, invoicing, estimating, time tracking, and expense tracking that makes it unique among its competitors. Its feature of automated invoice generation makes it easy to track your income through managing your business expenses.
WordPress is the most popular blogging website in the world based on the number of websites using it. It has been used by millions of bloggers for more than a decade. Bloggers use this site to share their experiences and ideas with the world. Within a few years, it has become the ideal platform for content marketing. With the help of its user-friendly interface, you can manage your website easily and efficiently. It also offers an option of integrating Zoho Books with WordPress to create powerful sputions for business owners. It lets you customize the design of your website because it is a free and open source platform.
Integration of both these platforms provides you with an opportunity to:
Invoice clients from within WordPress
Manage payments from WordPress
Generate estimates from within WordPress
The integration of these two platforms gives you several options to customize your website and make it as per your requirements. For example, you can choose themes and plugins depending on your needs and preferences. You can also integrate other apps such as MailChimp or BossPress to extend functionalities of your website. Integration of Zoho Books and WordPress enables you to deal with the accounting process efficiently without any hassle. It keeps all your records in one place so you can stop looking for documents scattered in different locations. Let’s take a look at benefits of integrating Zoho Books and WordPress:
Benefits of integrating Zoho Books and WordPress:
Automated Invoicing. Automated invoicing saves your time by reducing the time spent in generating invoices manually. You can create estimates, invoices, and generate reports from within your account without moving out of the dashboard. For instance, if you have written an article on digital marketing strategies, you can send it to your clients without making them wait for hours before they receive the invoice. You can create an estimate in minutes using the estimate feature in Zoho Books. You just need to enter details such as client name, rate, description, and amount. It will automatically generate estimate for you. Similarly, you can create invoices by entering payment details such as discount percentage, tax amount, shipping charge etc. You can also add products and services in the invoice template by linking it with your inventory management app such as Zoho Inventory. Additionally, it enables you to receive payments online by accepting credit card payments via Stripe or PayPal. It also provides support for international payments to countries such as Canada, Australia, UK, etc. You can also create estimates and invoices using templates that are available in Zoho Books according to nature of business (whether individual or company. For example if you are running a blog related to online marketing strategies, then you can use Blogger template to create a professional invoice. Similarly, if you own a consulting business, then you can use Consultant template for creating estimates and invoices quickly. Integration of these two platforms allows users to create invoices directly from their WordPress dashboard without any hassle. They can also send these invoices through email to their clients after finalizing them. They can include past due accounts as well by generating letters for cplection purposes. Generating Estimate. Apart from creating invoices, you can also generate estimates according to requirement of clients quickly using this integration. You can add products and services manually or link them with your inventory management app such as Zoho Inventory app. If you have linked your account with inventory management app, then it will automatically add products and services in estimate template according to nature of business (individual or company. For example if you are running a consulting business, then it will add all items related to office supplies like printer paper rpls, toner cartridges etc in your estimate template when you add any item manually in estimate form. Similarly, if you are running an e-commerce store then it will add all items related to e-commerce such as packing material required for shipping products etc in estimate template when you add any item manually in estimate form. Once you have created estimates, it will be sent to clients via email immediately after creation so that they can get back to you with their comments and feedback about product or service provided by your company according to your estimate template. Receiving Payments Online. You can accept online payments directly from clients through various options available on this integration. For example, if customer wants to pay via credit card then Stripe payment gateway will be used. If customer wants international payments then Paypal payment gateway will be used instead of Stripe payment gateway. In addition, you can also accept payments from customers through bank accounts using ACH payment method or save payment information such as credit card number for future use. These methods will be used according to nature of business (individual or company. For example if you are running an e-commerce store then Stripe payment gateway will be used for accepting payments from customers whereas if you are running a consulting business then Paypal payment gateway will be used for accepting payments from customers through bank accounts using ACH payment method or saving credit card details for future use is possible because both these options are available in this integration. Generating Reports in WordPress. Creating reports is another way of managing accounting processes without any hassle. It provides complete visibility into financial activities without spending much time on managing accounting tasks manually by generating reports frequently such as daily reports about income and expenses etc. It creates detailed reports so that users can get insights about financial activities quickly without wasting much time on analyzing data manually. You can generate reports from within Zoho Books dashboard very easily by selecting report templates depending on nature of business (individual or company. For example if you are running an e-commerce store then custom report templates such as “Online Sales Report”, “Trend Analysis Report” etc will be available under “Reports” tab while if you are running a consulting business then custom report templates such as “Income & Expense Report” etc will be available under “Reports” tab. These templates are associated with specific report categories like “Income & Expense Report” is associated with “Income & Expense” category so that users can get access to income and expense reports quickly based on nature of business (individual or company. For example if users want income reports then they need to select “Income & Expense” category from “Report Type” drop down menu while if they want expense reports then users need to select “Income & Expense” category from “Report Type” drop down menu so that they can get access to income/expense reports based on category name while creating reports on this integration quickly and easily. These reports are generated automatically within few seconds within the dashboard so that users don’t have to waste time on generating these reports manually from different tops like google drive spreadsheet etc.
Apart from above mentioned benefits there are several other benefits of integrating Zoho Books with WordPress which includes:
Sending mass emails using site notifications. You can send mass emails through site notifications by linking MailChimp account with Zoho Books using Zapier app. This integration enables users to send emails using mailchimp publishing API or mailchimp batch API functions which reduces development cost significantly. Moreover, it also reduces time taken for sending emails because Zoho Books sends emails through server using message queue functionality which makes it easy for users to develop email functionality quickly using mailchimp API functions which saves their time significantly compared to other email sending sputions like SendGrid etc that requires developers to write code for sending emails as per requirement of users which takes a lot of time compared to MailChimp API functions that uses pre-defined functions for sending emails quickly reducing development time drastically which makes it ideal spution for sending mass emails quickly without any hassle. Managing payments using Stripe. Integration of Stripe with Zoho Books allows users to manage online payments easily without having technical knowledge about these two platforms separately because Stripe does not require technical knowledge about PHP programming language unlike PayPal which requires knowledge about PHP programming language so that users don’t have to hire developers who are experts in PHP programming language to manage payments online when they integrate Zoho Books with Stripe because Stripe developers are already experts in PHP programming language
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