• CRM integration, Price lists not working

  Hi we cannot get price lists to work in CRM as they show product not in pricelist. Works fine in Books Associated Price Lists  

• Zoho Books Default to U.S.A.

  I run credit cards using manual entry to Zoho Books. Every one of my clients are from U.S.A. Is there a way to create this as the default country so I don't have to enter it every time? Thanks!

• Can we pass shipping and billing address directly when creating a Sales Order through APIs?

  We are trying to integrate Zoho books APIs with our application. In our application, the user can change the shipping and billing address at the time of ordering, so the user address is not fixed. Can we pass this address information while creating a

• How to handle line items with no fixed prices when using Books API

  We are trying to generate invoices using Zoho books APIs from our application.  When creating an invoice manually in Books portal, we can enter items which are not present in inventory, but when using the API we could not do the same. Also, we have a

• Adding a new shipping address in an Estimate (Zoho finance)

  HI, We are using the Zoho Finance module inside the CRM. Our sales are creating Estimates / Deals. However for an estimate, we need to add a new shipping address (as our contact wants to ship to another address as the one saved). In Zoho Finance it seems

• Pricelist integration between books and CRM

  For some reason priceless are not working on our CRM / Book integration. Any ideas. Please

• integration with Books and price lists

  WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it gives

• Zoho Project Task Hours direct to Zoho Books (without Timesheets)

  Hello, I have my team entering their billable time directly into Projects against Tasks. Time is automatically approved. However, now I want to generate Invoices in Zoho Books, which looks closest to the kind of Invoice we want to generate; however, no

• Adding Accountant on Zoho One

  Hello, we are using a new contract accountant and need to add them to Zoho One for Books access. We did this once before and You added a no-charge seat to zoho one for this. Please add in: Jaime Cenir jaimecenirjr@gmail.com

• How to give discount on invoice.

  If there is invoice of 10000 INR and mu customer pay me only 10900 INR and want 100INR as discount on bill. How can i do that. In simple words he wants to paid partially bill and close account.

• Quickbooks vs. Zoho Books

  Hello Zoho Users, We are considering changing our accounting software, Quickbooks, to Zoho Books. What challenges or unknown hurdles have you had or kept you from implementing? Any insight before we just jump in would be appreciated.

• How Accessing Books Items from Deals Module

  Hello, In Books, we have set all our products and grouped them too. We have basically 2 set of products. It works fine. However our sales agents are using the CRM to create Deals. We have currently 2 layouts, one for each kind of product we sell. For each layout, a product field is set as multi select field, containing only the product for that layout. As such, when a new product is available, I manually add a new entry in one of the 2 fields. How could I automate this?  Books is the main product

• No BOOKS Estimate Template selection capability from within CRM

  Within zoho BOOKS it is possible to create multiple estimate templates, which is good feature because we need them. However, when creating a CRM Potential with BOOKS integrated there seems to be a limitation that is causing workflow issues on our deployment. The BOOKS/CRM integration automatically creates a BOOKS estimate when saving an new Potential....Perfect. The major limitation comes after creation of a BOOKS estimate.  From the CRM side it seems users cannot choose, or change, what BOOKS estimate

• All contacts to sign estimate in Zoho Books

  Good afternoon, I often work with more than one person on a project so when they sign the estimate I would like it to be possible for both contacts to sign before the estimate is agreed. Is this possible?

• Can't Email Zoho Finance Estimate from CRM

  I have Zoho One, and have integrated Zoho Books with the CRM. Everything works fine for me (I am the Super Administrator).  Security for all modules is set to Read/Write/Delete, and Zoho Finance is turned on in the security settings.  I have other users with Manager > Standard access. When they create an Estimate through the CRM link and then try to email it, they get the error message "You do not have sufficient permissions to perform this operation. Contact your administrator." I changed the Role

• Zoho Users in Brisbane or Gold Coast

  Hi, We are looking at moving from Netsuite to Zoho One.  Are there any users of Zoho One in Brisbane or the Gold Coast that wouldn't mind us coming to have a look at how you are using it for your business? -Pros & cons -Issues that you encountered -What platform you are using for an ecommerce website? Thank you. Your help will be greatly appreciated

• #2 Zoho Books Digest

  Hey everyone! We are back with another edition of Zoho Books Digest! Here is a quick overview of what's cooking this week : Upcoming webinars : Essential Business Survival Guide During COVID-19 ( US and Canada) Description: We discuss the fundamentals of how to manage your company during the ongoing COVID-19 crisis. Date: 20th May 2020 Time: 12:00 PM EST Registration Link Maximizing Revenue with Online Payments (US ) Description: Learn how to boost your cash flow by integrating Stripe with Zoho Books

• FECHA DE PAGO ESPERADA

  Buenos días,  En Zoho books te permite cada vez que creas una factura indicar la fecha de pago esperada. Nosotros trabajamos con clientes que su forma de pago es, por ejemplo, a 30 días fecha factura con día de pago el 20 de cada mes. Por lo que la fecha de pago puede varia con respecto a la de vencimiento entre 1 y 20 días. ¿Hay alguna forma de que cada vez que creemos una factura de ese cliente se rellene automática el campo de fecha de pago esperada?  Imagino que habría que introducir ese dato

• Zoho Books/Inventory IP Addresses List

  I Want to whitelist data coming to another integrated APP to only Books And Inventory IP Addresses. Where Can i find them? Also, I Heard before of times Zoho Changed/Added IP Addresses to their servers And there is no Official Chanel or specific page

• Project-Books Help

  Hi: I tried to have a Zoho developer help me but he couldn't so I am hoping someone reading this can help. This seems like it should be simple, but as a Zoho One relative newbie I'm completely lost. IDEAL What I want is to have one project for a magazine

• Zoho Finance - Invoice Module doesn't connect custom CRM modules

  I'm trying to include information on my invoices but I cannot edit the Zoho Finances (Books) Invoice module. I can add fields but not lookup fields. I might be able to use the CRM Invoice module instead, then automate posting client and amount of the invoice to Books, but thats extra work. Is there a way to link the Zoho Finance Invoice module to custom modules?

• In expensse report i cant see merchant name

  Hi, im using zoho books and zoho expenses when i check expenses report on zoho books i cant see merchant name.  i can only see vendor name which is empty. when i check from zoho expenses i can see merchant name. Am i doing anything wrong?

• Add an approval process in CRM Finance module

  Hi, We are using Finance module in CRM. We are able to create Estimates. However there an approval process to validate the Estimates before conversion. Sadly this approval happens in books, and not in CRM. It should be possible to do in the Fiance module too. This would avoid to switch back and forth between CRM and Books.

• Help with CRM - Books integration Use Case

  Hi,  we have been using Zoho CRM for a few years now and would like to start using Zoho Books, but I have not been able to find a way to make it work for our use cases. Background 1. We need to invoice from at least 3 different companies 2. All potentials

• Zoho Desk - Products and Invoicing

  We are trialing Zoho One currently.  We are an IT services provider that constantly has to track time entry and products sold/used to fix issues on a related ticket.  The draw of having our CRM, ticketing, and billing all integrated sounds amazing.  However, we are having a difficult time being able to replicate even some of the most basic features in our current ticketing system. 1) Is there a way to actually link a product in Desk to the created invoice in Books?  The few ways we've done this the

• Transfer from NCH to Zoho books

  We are using NCH inventoria as a stock management and its syncing with NCH express invoice for invoices and quotes, payments. And now we need to switch to zoho books, i only exported the clients as csv file and imported into zoho and it worked fine. The

• Auto-Numbering

  Is it possible to enable auto-numbering in books?

• CRM connecting to Books

  We have our CRM keeping track of our global leads and deals. We organize our accounting data into three separate geographic organizations, United States, Australia, and Canada. Is it possible to connect CRM to Books so we can create invoices in Books depending on the area they are located. For example: We have a deal that we need to create an invoice for. They reside in Australia, we would like to send the invoice from the CRM to the Australia Books organization, and send another invoice for a USA

• scope for categories in zoho books api

  Hello ,  I 've managed to get categories from zoho books (inventory enabled)  with this GET Method https://books.zoho.com/api/v3/categories?organization_id={} I use the full access scope and everything works fine. But what is the specific scope for this request? ZohoBooks.categories.READ does not work. Best Regards, G.

• Dissapointment: Projects and CRM

  I just don't understand how this feature isn't available. We are consultants in large long term construction projects. Our Projects are being set up in Zoho so the Tasks match Construction Contracts broken down into sections. The Project Manager would divide the contract amount across all tasks at his discretion. We bill our clients incrementally based on the percentage of each Task that is complete. For example, Task #1 Site Evaluation may be two visits several months apart.  After the first visit,

• Long time zoho user but new to backstage

  Needed to organise an event and zoho to the rescue again. Thanks. It was all pretty easy. One question. How do we send receipts. We linked it to zoho CRM but really it was all about poor as it did not import the address. We the. Had to manually create an invoice in books etc. Is that the correct way. 

• when can we expect budgeting in Z books

  Hi, when can we expect Budgeting in Zoho books? Ledger budgets at least would make it more usable.

• Feed data to Zoho Books from a custom module

  Is it possible to connect Zoho Books or Invoice to a custom module in CRM? We're looking into processing certain services that aren't cataloged as Products, and it would be preferable if we could assign Books to only processing invoices from them.

• Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.

  Hi, I am really hoping someone can help me figure out where I am going wrong.  I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this

• Merging two portals

  Hello everyone, I was wondering if it was possible to merge two client portals together? Simply because I have two set of books and don't want the client to lose time switching between portals in order to access their account - might be complicated...

• Checkbox help too far

  When adding a custom field in Books form, it seems the help is quite far away from the checkbox. You really have to know it's there. Screenshot: In CRM, the help text is nicely positioned next to the label... I suggest Books should take an eye on CRM

• Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.

  Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this

• Sync between Books and CRM is lacking and cumbersome

  Hello, I'm trying to use the CRM more and more for my small business, having used mostly Books for now in order to keep track of Estimates, Customers, Invoices. My customers are mostly private individuals, with a few companies. I'm finding several things which should help me save time, that are instead getting in my way and making me waste a lot of time for a simple task: create a lead from an email > send them an estimate. Let me describe a typical case and hopefully you can guide me, perhaps I'm

• Link projects to zoho books invoices

  Hi, I'm a happy Zoho One user. We'd need to link projects to zoho books invoice. Because, this is the way we work: we first create the zoho books invoice, and then, maybe after a few weeks, we create and work on the relative project. We'd like to link the projects to the zoho books invoice/customer. I've seen a table in Zoho Analytics, "Project Client Mapping", but they are listing the Client in Projects Portal Client Company :-/ Starting from a list on month invoice, I'd need to create (and print)

• Deal to Project Invoice

  When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.

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