Integrate Zoho Books with Zoho Notebook

Zoho Notebook is a general-purpose note-taking tool for all your needs. Be it an idea on your mind, your daily to-do list, or your office documents, Zoho Notebook helps you note down and organize everything in a single place.

Using the Zoho Notebook extension, you can take contextual notes, create checklists, upload images, and add documents from any screen within Zoho Books.

Note: This feature is available only for certain plans of Zoho Books. Visit the pricing page to check if it’s available in your current plan.

Install the Zoho Notebook Extension

Select Zoho Apps under Integrations Click Install next to Zoho Notebook

The Zoho Books web app will refresh. Zoho Notebook will be installed as an extension in Zoho Books. You can access it from the widgets pane on the right side.

Zoho Notebook extension

Insights

  • The notes and checklists that you create and the images and documents you add to Zoho Notebook are collectively called cards.
  • If you’ve already created cards in the Zoho Notebook app before integrating Zoho Notebook with Zoho Books, you’ll be able to access those cards in the Zoho Notebook extension.

Create Notes

Click Write to create a note View the note created

The note will be added as a card. You can access it from the Zoho Notebook extension.


Create Checklists

Click To Do to create a checklist View the checklist created

The checklist will be added as a card. You can access it from the Zoho Notebook extension.


Upload Images

Click Upload to add an image

The image will be added as a card. You can access it from the Zoho Notebook extension.

View the image added

Note: You can only upload one image at a time.


Attach Documents

Click Attach to add a document

The document will be added as a card. You can access it from the Zoho Notebook app.

View the document attached

Note: You can only upload one document at a time.


Delete Cards

Insights The notes and checklists that you create and the images and documents you add to Zoho Notebook are collectively called cards.

Click Delete to delete the card

Note: If you delete a card in the Zoho Notebook extension, it will also be deleted in the Zoho Notebook app and vice-versa.


Open a Card in Zoho Notebook

You can open an existing card in Zoho Notebook to perform additional actions like marking a card as a favorite, locking a card, adding tags to a card, and more. Here’s how:

Click Open in Notebook to open the card in Zoho Notebook

The Zoho Notebook web app will open in a new tab in your browser.

Click More to view additional actions

Note: Any action that you perform on a card in the Zoho Notebook app will also reflect in the Zoho Notebook extension.


Uninstall the Zoho Notebook Extension

Click Uninstall next to Zoho Notebook

The Zoho Books app will refresh, and the Zoho Notebook extension will be uninstalled after the refresh. However, the cards created using the Zoho Notebook extension will still be available in the Zoho Notebook app.


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