Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List
Hello Zoho Books users!
How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go.
How this can help:
Say you’re out and get a call from a customer who needs quick assistance. With this feature, you don’t have to open Zoho Books to find their info—just look them up in your phone's contacts and follow up in seconds.
Supported OS: iOS
Here’s how it works:
➤ Open the Zoho Books iOS app.
➤ Tap on "More."
➤ Go to "Settings."
➤ Tap on "Privacy and Security."
➤ Toggle "Contact Provider" on.
➤ Tap "Enable" in the popup that appears.
OR
➤ Open the device's Settings app.
➤ Tap on "Apps."
➤ Select "Contacts."
➤ Tap on "Providers."
➤ Toggle Zoho Books in the list.
To watch a video guide on these steps, click here.
These steps will allow you to access Zoho Books customer contacts directly in your phone’s contact list, making it easier to connect with them on the go. If you ever need to update or turn off this feature, simply follow the same steps to toggle it on or off.
Download the Zoho Books mobile app by clicking this link or simply scan the QR code below to get started. 
Try out this feature and let us know how it works for you! As always, we’re here to help with any questions or assistance you may need.
Tanisha Choudhury
Zoho Books
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