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Books Custom Connection

Create Custom Connections in Zoho Books
Zoho Finance Suite

Create Custom Connections in Zoho Books

ByPeter March 22, 2024March 30, 2024

Create custom connections with various APIs in Zoho Books. This tutorial will focus on the Zoho Books API, but this will also work with all Zoho APIs that use OAuth 2.0.

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Auto Apply Retainer via Zoho Books
Deluge | Zoho Finance Suite

Auto Apply Retainer via Zoho Books

ByPeter March 22, 2024March 30, 2024

Learn how to auto apply retainer via Zoho Books API. This tutorial will require a connection to Zoho Books API, one Retainer Invoice & an invoice that the function will be applied to.

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Auto Assign Reporting Tag in Zoho Books
Deluge | Zoho Finance Suite

Auto Assign Reporting Tag in Zoho Books

ByPeter March 22, 2024March 30, 2024

This tutorial will teach you to how to automatically create and assign a Reporting Tag to an Invoice Line Item in Zoho Books- if there is an associated Project. Can also be adapted to work on other modules.

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