Document synchronisation
Customers, items, invoices with their PDFs, credit notes, purchase orders and supplier bills, each written once.
Keep sales records connected to Zoho Books.
Synchronise invoices, credit notes, purchase orders, supplier bills and payments with your Zoho Books organisation. The integration is in beta and enabled per deployment.
BetaYour accounting firm keeps the books and files VAT from them. Terramine Desk writes every document into those books as it's issued, PDF included, and reads payments back every fifteen minutes, so an invoice on Terramine Desk knows when it has been paid.
Built and tested against Zoho's API; switched on per deployment.
Included capabilities
Two-way payment updates
Payments from the books land on the invoice and the company card; a payment recorded on Terramine Desk is sent to the books, and never twice.
Accounts and VAT codes mapped
Your chart of accounts and VAT codes mapped once, in Admin.
Historical document import
Documents issued before the link was set up are listed first and written across when you say so.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.