Notebook for Finance Suite
Welcome to Notebook for Finance Suite, where we've integrated Zoho Notebook with Zoho Invoice, Zoho Inventory, Zoho Billing, and Zoho Books. With these integrations, you can enhance your financial management experience by easily saving notes, organizing important details, and staying on top of your tasks within the respective applications.
In this article, you'll learn how to:
Connect Notebook to Zoho Finance applications.
Create notes in Zoho Finance applications.
Copy, open, and delete your notes in Notebook.
Uninstall Notebook from any of the Finance applications.
Connect Notebook to Zoho Finance applications
To connect Notebook to Zoho Finance applications (Invoice, Inventory, Billing, or Books), follow these steps:
Go to Settings in the respective Zoho Finance application.
Under Integrations & Marketplace, click Zoho Apps.
Scroll down to find Zoho Notebook and click Install.
Your Notebook is now connected to the selected Zoho Finance application.
Create notes in Zoho Finance applications
To create notes in Zoho Notebook for Zoho Finance applications, follow these steps:
Click the + icon in the top-right corner.
From the drop-down menu, select the type of note you want to create.
You can also edit the existing text and checklist notes by clicking the note.
You can also choose to which notebook the notecard can be saved.
To copy, open, and delete your notes in Notebook:
Click the ... button on the note card.
From the dropdown menu, select the type of action you want to perform.
Uninstall Notebook from any of the Finance applications.
To uninstall Notebook from any of the Zoho Finance applications (Invoice, Inventory, Billing, or Books), follow these steps:
Go to Settings in the respective Zoho Finance application.
Under Integrations & Marketplace, click Zoho Apps.
Scroll down to find Zoho Notebook and click Uninstall.
Your Notebook is now uninstalled from the selected Zoho Finance application.
For additional guidance, you can refer to the following videos:
Integrating Zoho Notebook with your Zoho Finance applications streamlines your financial management, making it easier to manage notes and stay organized. If you have any questions or need support, please contact us at support@zohonotebook.com.
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