Setup guides · Accounting & billing

Connect Zoho Books to ZeroDelay

Once connected, your team asks Zoho Books questions on WhatsApp, Telegram or the web app, in English, Hindi or Gujarati, and gets the answer in seconds. Everyone sees only the accounts you assign to them.

What people can ask

• A customer’s or supplier’s balance: “balance of Shah Traders”
• Unpaid invoices: “unpaid invoices of Shah Traders”
• Account statement: “statement of Shah Traders for October”
• Order status: “status of my order”
• Stock of an item: “stock of cement”
• Daily summary: “today’s summary”
• Bills to pay a supplier: “bills to pay to Gujarat Cement Works”
• Price of an item: “rate of cement”

From chat, people can also start sales orders, payments received, purchase orders. These are saved in Zoho Books only after someone you choose approves them.

How to connect

1. Sign in to your ZeroDelay console and open Connections.
2. Find Zoho Books and click Sign in with Zoho.
3. Approve read access on Zoho’s own screen. Any Zoho data centre works (India, US, EU, Canada and others).
4. Back in the console, the connection shows as Connected; names are matched within a minute.

What ZeroDelay reads

Only what someone asks for, when they ask. We send the answer and keep a reference, not a copy of your records; customer and item names are cached for up to a day so names can be matched. Nothing is changed in Zoho Books except approved drafts.

Disconnect

In the console, open Connections and remove Zoho Books. You can also remove ZeroDelay from the connected apps in your Zoho account.

Need help?

Email [email protected] or book a setup call.