Zoho FSM | Switch Integrated Finance Organization

Switch Integrated Finance Organization

Users with the Administrator profile can change the Books/Invoice organization integrated with a Zoho FSM organization.

Following are the steps to switch the Books/Invoice organization:
  1. Navigate to Setup > Billing > Billing Setup.
  2. Click Switch under Switch Integrated Organization.



  3. If there are records in the Contacts, Companies, Requests, Estimates, Work Orders, or Services And Parts modules that are linked with the integrated Zoho Books/Invoice organization through tax configuration, data sync etc, you need to delete them to proceed.

    If you want to switch the Zoho Books/Invoice organization without deleting these records, then you can contact our support (support@zohofsm.com (US, IN, AU) or support@eu.zohofsm.com (EU, UK)) and we will do the needful.



    Once you have deleted these records, proceed to the next step.

  4. In the Switch-linked Zoho Books/Invoice Organization pop-up, select the Zoho Books/Invoice organization you want to switch to. Click Switch.
    All the Book/Invoice organizations where your Zoho FSM Super Admin is an Admin will be listed.

    There are some scenarios that will not allow you to proceed with the org switch.



    If you choose the Zoho Books/Invoice organization with which your Zoho FSM organization is currently integrated, you will encounter an error (refer to the screenshot below).


Once the switch is successful, the organization details will be updated.
 

 
Note: Within an hour, only a maximum of three organization switch attempts can be made.


Error Scenarios 

While attempting to switch the integrated Zoho Books/Invoice organization, you might encounter the following errors:

Tax Edition Mismatch

If you try to switch to a Zoho Books/Invoice organization which is using a different tax edition, then you will not be allowed to proceed.


Currency mismatch

If the base currency of your Zoho FSM organization and the Zoho Books/Invoice organization to which you want to switch to differs, then you cannot switch to that organization.


Two-Way Data Sync Enabled

If the two-way data sync is enabled between your Zoho FSM organization and the integrated Zoho Books/Invoice organization, then you will not be allowed to switch organization.


 
Disable the two-way data sync and proceed with the switch. To disable the sync, in Zoho FSM, navigate to Setup > Billing > Billing Setup and select the Sync Setting tab. Click Disable Sync.

Two-Way Data Sync in progress

You will be unable to perform the organization switch if the two-way data sync between  the Zoho FSM organization and the Zoho Books/Invoice organization is in progress. Try performing the switch once the two-way sync is completed.
 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Manage Organization Settings

                                                                                                                          Permission Required: General Permissions You can add organizational details such as: General company details Locale Information Business Hours Holidays Currencies Used Company Details You can add the following details of a company: The address, phone ...
                                                                                                                        • Setting up Integration for Zoho Invoice or Zoho Books

                                                                                                                          Zoho FSM leverages the power of Zoho Invoice/Books to handle and manage all your billing operations. It comes with built-in integration with Zoho Invoice, to handle and manage all the invoices and payments related to the services offered. This ...
                                                                                                                        • Handling Error Scenarios for Bigin Topping

                                                                                                                          Scenario 1: Unsupported edition Zoho FSM for Bigin cannot be used with the free edition of Zoho FSM. Click Open FSM and upgrade to a paid plan if you want to use the topping. Scenario 2: No FSM organisation was found for the user If you haven't yet ...
                                                                                                                        • Handling Error Scenarios For Zoho FSM Extension for Zoho CRM

                                                                                                                          Scenario 1: Unsupported edition Zoho FSM for Zoho CRM cannot be used with the free edition of Zoho FSM. Click Open FSM and upgrade to a paid plan if you want to use the extension. Also, if your Zoho FSM account gets downgraded to the free edition, ...
                                                                                                                        • Tips - Integrations

                                                                                                                          Does the FSM-Invoice integration support bidirectional sync? Yes, the FSM-Invoice integration does support bidirectional sync. Is it possible to integrate FSM with an existing Invoice organization? Yes, it is possible to integrate FSM with an ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources