Auto Update Exchange Rate for Zoho Books

Auto Update Exchange Rate for Zoho Books

Contents

  1. Prerequisites.
  2. Key Features of Auto Update Exchange Rate.
  3. Currency Exchange Country List.
  4. How to install the Auto Update Exchange Rate Extension.
  5. Create OAuth authorization.
  6. How to scrutinize the exchange rates in Zoho Books.
  7. Support.

Prerequisites

  1. You must be the Zoho Books super admin.
  2. You need Zoho Books Professional edition or higher.

Key Features of Auto Update Exchange Rate

  1. The currency conversion rate from an earlier date can be reviewed on an individual basis.
  2. Easily compare exchange rates.
  3. Updates currency exchange rates in Zoho Books.
  4. The exchange rates will vary depending on the base currency.
  5. The exchange rates will vary Twice a day.

Currency Exchange Country List

Please let you know about the countries that are supported by this extension in the below screenshots.




How to install Auto Update Exchange Rate

Steps involved to install "Auto Update Exchange Rate"
  1. Open Zoho Books and go to the marketplace.
  2. Search for the "Auto Update Exchange Rate" keyword and click the install button.
  3. Choose the organization and agree with the terms and press next.
  4. Authorize your connections before installation.




After the connection is connected successfully, you have to press the "Install Extension" button to install the extension. 


Create OAuth authorization

  1. Press the connect option to authorize the connector.
  2. By creating this Zoho Books connection, you acknowledge that any data updated in Zoho Books.
  3. By clicking connect, you authorize Zoho Flow to access your app data and press connect.
  4. By clicking the "Accept" button you allow Zoho Flow to access data in your Zoho account.
  5. Then the connector will connect successfully.








How to scrutinize the exchange rates in Zoho Books

  1. You may find out the latest currency rates for the countries you have chosen by opening the settings menu and selecting Currencies.
  2. If you want to check the previous date's exchange rates, by clicking on view exchange rates you can observe the exchange rates.
  3. If you want to add some more currencies click on the "New Currency" button.









Support

Contact Number: +919868329081
Website: www.nexivo.co

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