Moving your books to SnapLedger · Lesson 3 of 4
From Zoho Books
1:07 · Captions: English, Arabic, French and Chinese.
The books are in Zoho Books, with the papers attached there. Both should come across.
What you'll learn
- Connect Zoho Books with your Zoho sign-in
- Pick the organization that belongs to this business
- Find the papers that came with the books
Step by step
- Coral Lantern — Zuhair switches to his events company. Same to-do, same choice: move the books.
- Connect Zoho Books — This time it's a sign-in. Zuhair connects Zoho Books.
- The Zoho sign-in — Zoho asks him to sign in, and to allow SnapLedger into the organization's books. His login holds more than one organization, so SnapLedger asks which one belongs to this business.
- It starts by itself — Once the organization is chosen, the import starts by itself.
- Checked, then posted — It's the same work as for Tally. SnapLedger reads every invoice, bill, payment and journal, rebuilds the ledger, and checks it against Zoho's own reports before it posts.
- The papers came too — Then the papers follow: a copy of every invoice, and the receipts attached in Zoho, filed in My Vault and linked to their entries.
Coral Lantern's books, and the papers behind them, are in. Next: QuickBooks Online.