Save documents to Zoho Books using DocHub integration

- Find me that file!

- I’m not able to locate it, I’m sorry!

Ever been in this situation?

Managing and saving your files at a place where they’re easily accessible, organized and more efficiently editable is a bit of an ask!

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What is Zoho books?

Zoho Books is cloud-based accounting software that facilitates budget management, process automation, and cross-departmental collaboration. A place where you get a bird's-eye view of your business.

What is DocHub?

DocHub is a web-based tool that allows users to annotate PDFs and sign documents. It supports both desktop and mobile platforms. Suppose you urgently need to send a signed file to your client and your manager is unavailable; you can formally sign the document digitally and send it across. 

DocHub uses:

-       customize and manage documents in one place: No more hassle of consolidating, sorting, and editing documents.

-       Collaboration and sharing: Editable format to the concerned. Reusable and fillable templates.

-       Security: Two-factor authentication, password protection, andmore

-       Signature: legally enclosed signatures, status alerts, and more.

How to save documents with DocHub Integration in Zoho Books?

Documents may be edited, annotated, and electronically signed in a flash when you take advantage of DocHub's Zoho Books interface. The best thing is that zero software installation is required.

To use the DocHub integration with Zoho Books, simply follow these steps:

-       Sign in with your current credentials or create a new one.

-       You may form an organization, import branding, adjust your privacy settings, and much more in the Settings section of your account.

-       Get return to the Dashboard, and then select New File.

-       Access the file settings and choose the Export option. Then,specifically choose the feature that allows for saving papers to Zoho Booksthrough the interaction with DocHub.

-       Revise and electronically sign, add comments to yourdocument(s), and store or distribute it to other individuals.

DocHub maintains a competitive advantage because to its user-friendly interface, robust editing and signing features, and extensive range of integration possibilities.   Utilize this solution to enhance the caliber of your documents and streamline their transfer between other applications. Experience seamless connection between DocHub and Zoho Books, allowing you to effortlessly save documents to Zoho Books.

Note: Please be aware that the connectivity between DocHub and ZohoBooks is currently unavailable. But it will soon be available for the users.

Integrating DocHub with Zoho Books allows you to save documents, which is a method to improve and enhance the fundamental functionality of Zoho Books.You don't need to go through complicated steps to get it operational. The installation process is brief, lasting only a few minutes, and does not necessitate any specialized technical expertise or the need to download other software.

DOC, DOCX, XLS, TXT, PPT, and PPTX are all file types that may be opened and saved in DocHub. Using any of the supported file types for Zoho Books's connection with DocHub ensures that your files will transfer without a hitch.

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