How to connect Zoho Books with Online Check Writer?
- Login to Online Check Writer and select Apps.
- Click Zoho Books and click on Connect; then, you will be redirected to the Zoho Books login page.
- Sign in to your Zoho Books account using the credentials.
- Once connected, Import all the companies from Zoho Books by clicking the Import Companies button.
- Click the View Bank Account Mapping button to import the bank accounts from Zoho Books and map them to the bank accounts in Online Check Writer.
To import checks
- Go to Payments and select Import Checks.
- Then, choose Zoho Books
- Choose the company and update Import Settings: select Time Span and Download Filter
- Click Start Importing
Similarly, you can import bills and invoices from Zoho Books to Online Check Writer.
To import bills from Zoho Books,
- Go to Bill / To Pay
- Click Import Bills and select Zoho Books
- Choose the company and update Import Settings: select Time Span and Download Filter
- Click Start Importing
To import invoices from Zoho Books,
- Go to Invoice from Receivables bar
- Click Import Invoices and select Zoho Books
- Choose the company and update Import Settings: select Time Span and Download Filter
- Click Start Importing