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SalesVu - Connecting with Zoho Books

Name: SalesVu - Connecting with Zoho Books
Uploaded: 2020-08-13T19:56:53Z
Channel: SalesVu Technical Support
Description: A brief SalesVu Technical Support YouTube tutorial (Aug 2020) demonstrating how to connect the SalesVu dashboard to Zoho Books. The speaker walks…

13 Aug 2020

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A brief SalesVu Technical Support YouTube tutorial (Aug 2020) demonstrating how to connect the SalesVu dashboard to Zoho Books. The speaker walks through: logging into SalesVu, navigating to Accounting → Zoho Integration, selecting location, clicking Connect with Zoho Books, signing into Zoho and accepting the agreement, assigning Zoho locations if applicable, and initiating a sync. The sync transfers categories, products, customer information, and paid transactions/invoices; users can verify these in Zoho after a few minutes. The video closes with an invitation to ask questions.

Questions this video answers

August 2020

Categories, products, customer information, and paid transactions/invoices.

Today we're going to show you how to connect Zoho books with SalesV. Log into the SalesVU dashboard and click on Accounting. Click on the Zoho Integration tab, select the location if you have more than one, then click on Connect with Zoho Books. Sign into your Zoho account and accept the agreement. If your Zoho account has multiple locations, then you can assign it here. When the connection is complete, you can now sync SalesView with your Zoho account. This process will only take a few minutes to complete. When you log into your Zoho account, you can actually verify the information that has Synced over from SalesV. This includes categories and products, customer information, and lastly, paid transactions and invoices. Thanks for watching. Let us know if you have any questions.