Hello everyone,

We have set Zoho CRM to "connect" to Zoho Books so for example, if we add a contact in Books, that contact will also appear in CRM. Being in the United States, we are able to get the tax rate for each state and then manually add that to Zoho Books so we can associate a given tax rate with a customer when it comes time to invoice them...

So far, no problem. Unless we have our sales team create a quote in CRM...The taxes we have entered in Zoho Books are nowhere to be seen/found and our sales team has to manually figure out the correct tax rate for a given state and then manually enter it. I don't have to tell you that we cannot run a business like this where a sales team has to figure this out while they are in the field with a customer trying to make a sale, which is why our accounting team has taken the time to research and manually enter all the tax rates in Zoho Books. Additionally, we obviously don't want our sales team poking around Zoho Books as this is way out of their area of specialty.

Anyone know how to make this work?

Thank you,

Alex