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Connect Excel2Invoice with Zoho Books
? Step 1 — Go to Zoho API Console Open https://api-console.zoho.com/ Log in with your Zoho account (the one you use for Zoho Books). ⚙️ Step 2 — Add a New Client On the main dashboard, click “Add Client” When asked to Choose a Client Type, select: ...
Preparing Zoho Books for sending invoices/quotes
Before Excel2Invoice can automatically send your invoices from Zoho Books, it’s important to make sure that Zoho is set up properly to handle emails. This ensures your messages are delivered reliably, from the right sender, and with your company’s ...
Understanding your Zoho Books API limitations
⚙️ Understanding API Usage Limits in Zoho Books When Excel2Invoice connects to your Zoho Books account, it communicates through Zoho’s official API — a secure interface that allows applications to create invoices, update customer details, and send ...
Uploading Your First Excel File
Uploading your first Excel file is the moment when Excel2Invoice really comes to life — it’s where your data turns into invoices or quotes ready to be created and sent through Zoho Books. This short guide will walk you through everything you need to ...