Getting started with setting up your books integration with your account has three initial criteria to be considered.
Case 1: If you're a new user to both Zoho books and Zoho Invoice, the system will start creating your account for you as soon as you sign up for Zoho Workerly. Go to Setup > Extensions & APIs > Zoho and click Manage in the Zoho Books integration widget.
Click setup now and your account portal name and the permissions for all the users/agents added in your account.
Setting up portal name and permissions
Once you select manage button, you'll see options to setup your portal and give permissions to agents in your account.
You can edit the portal name however you want it to be and click save. Going forward, clicking on the Permissions tab will allow you to give access to agents in your account.
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