Everything Taskiem works with
Accounting
Zoho Books
Keep your books in Zoho Books up to date from your workflows (customers, invoices, payments, a day's takings, expenses and supplier bills), and start workflows when invoices are made or paid there.
Connecting it
One click: sign in to Zoho Books and allow Taskiem. There is nothing to copy.
What your workflows can do
- Add a customer or supplier
- Find a customer or supplier
- Find invoices
- Get an invoice
- List accounts
- List items
- List organisations
- List taxes
- Read what changed
- Record a payment
- Record a sale
- Record a supplier's bill
- Record an expense
- Record an invoice
What can start a workflow
- Invoices and payments in Zoho Books
Ready-made
Workflows that use Zoho Books
Copy an invoice to the books
Record one of your invoices in your books (QuickBooks or Zoho Books), with its customer, once however often it runs.
QuickBooks or Zoho Books
Set it up
Record invoice payments in the books
Each time money is counted towards one of your invoices, record the invoice and the payment in your books (QuickBooks or Zoho Books).
QuickBooks or Zoho Books
Set it up
Record the school's daily takings in the books
Every evening, record the day's fees received, into account numbers and at the desk, as one sale in your books (QuickBooks or Zoho Books).
QuickBooks or Zoho Books
Schools
Set it up