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How Nomi works with Zoho books?
The user must first authorise their Zoho Books account with Nomi, then select and import the trial balance for the period they wish to prepare accounts for.
How to get started with Zoho Books integration?
You can connect Nomi to Zoho Books in our agent hub to file client’s year-end accounts by following these steps:
- Log in to Nomi and navigate to the Agent Hub.
- Go to the Integrations tab under Agent Settings to authorise your Zoho Books account.
- Open the client profile for which you want to prepare accounts.
- Navigate to Advisor Tools and select Import Trial Balance.
- Choose Zoho Books from the dropdown menu and click Import.
Our integrations
We partner with industry leaders to provide innovative cloud based accounting software for accountants, bookkeepers and business owners. Our tools enhance financial workflows, allowing professionals to access their data anytime, anywhere. Experience greater efficiency and collaboration with our secure, cloud-based platform designed to meet the unique needs of finance professionals.
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Experience the synergy of Nomi and Zoho Books:
- Sign up for a 30-day free trial to explore the integrated features.
- Access comprehensive support to assist with setup and customisation.
- Book a 1-to-1 demonstration.
Get a Complete Accounting Solution with Zoho Books and Nomi. Combine the everyday efficiency of Zoho Books with Nomi’s powerful financial reporting tools for a full accounting solution.
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FAQ’s
- How does Nomi integrate with Zoho Books?Nomi integrates with Zoho Books by allowing users to authorise their Zoho Books account, select the relevant client, and import the trial balance for the desired period, making it easy to prepare management or year-end accounts.
- What types of accounts can Nomi prepare after importing data from Zoho Books?After importing a trial balance from Zoho Books, Nomi can prepare micro-entity accounts (FRS 105), small company accounts (FRS 102 1A), dormant accounts for limited companies and LLPs, as well as accounts for sole traders and partnerships.
- How can I connect my Zoho Books account to Nomi?To connect Zoho Books to Nomi, log in to Nomi, navigate to the Agent Hub, go to the Integrations tab under Agent Settings, and authorise your Zoho Books account.
- How do I import a trial balance from Zoho Books into Nomi?Once your Zoho Books account is authorised, open the client profile in Nomi, navigate to Advisor Tools, select Import Trial Balance, choose Zoho Books from the dropdown menu, and click Import.