QuickBooks Extension for Zoho CRM - Advanced Features -2025

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• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• New User Interface for your Email integration in Zoho CRM

  Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

• Fetching leads from Zoho CRM into Zoho Creator, automatically

  I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

• Recent Topics

• Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

  I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

• Collaborate Visually with Whiteboard in Zoho Projects

  Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity

• Associate project with timer on iPhone

  When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.

• Sales Tax Refund on Commerce Order

  I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to

• Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?

  I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".

• Long term pricing for customers managing multiple organizations

  I've been using Zoho extensively for quite some time and genuinely think it's one of the most powerful and customizable business platforms available. Between Zoho Books and Zoho Analytics, I've invested a significant amount of time building automations,

• Default Status for Appointments to Completed

  We use Zoho Bookings integrated with Zoho Desk to book time for tech support sessions, we've configured it to only allow for a contact to book a single session to avoid customers overbooking time that may not be needed. The trouble is, once a session

• Customer User Fields for use in Rules

  Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be

• Add ZeptoMail to Zoho One

  Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under

• Item image on document

  I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote

• Dashboard Metric Drill-Down Shows Stale Data

  Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized

• Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

  Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &

• Allow Reauthorizing CRM Connections Without Revoking First

  Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,

• Programmatic Itemized Expenses?

  It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?

• Prefix & Suffix on Single Line, Number, etc.

  Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,

• Handle Leading Zeros in a Number Field

  Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and

• Virtual Option for Fields

  Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of

• Zoho Marketing Automation Cannot Sync Lookiup Fields

  Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!

• Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

  I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Zoho Campaigns EU Topics API returns HTTP 200 with empty topicDetails

  Hello, Our Zoho Campaigns EU organisation has two custom topics visible in the Campaigns UI, and contacts are subscribed to them. However, an OAuth request with ZohoCampaigns.contact.READ to https://campaigns.zoho.eu/api/v1.1/topics returns HTTP 200 with

• Caso de Éxito: Cómo Toyota Financial Services unificó la atención al cliente con Zoho

  "Después de seis meses con el CRM en producción estamos encantados." Miriam Cárdenas, Responsable Departamento ATC Toyota Financial Services es la división financiera de Toyota encargada de gestionar la financiación de vehículos y, junto con KINTO España,

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Automatically remove commas

  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

• Zoho ERP | Product updates | July 2026

  Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

• Zoho CRM

  Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:

• Can I hide some products from a particular customer

  HI I want ot give a customer access to the portal but I need to hide some products from them that are not available for them to buy- is this possible ?

• Dashboard/Component filter by probability

  Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

• Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

  OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the

• Free webinar: Zoho Sign for Microsoft apps

  Hello, Did you know Zoho Sign works right inside the Microsoft apps you already use? A signature request shouldn't mean leaving Teams for another tab, or downloading an Outlook attachment just to sign it. Zoho Sign integrates with Microsoft 365, Teams,

• Billing Status and WO Status Field Colors -

  Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system

• Introducing throw statements in Deluge

  Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

• Zoho Notebook、実はこんなところから使えます

  ユーザーの皆様、こんにちは。ゾーホージャパンの田村です。 前回に続き、今回もZoho Notebookをご紹介します。 関連情報 メモの保存場所、見直しませんか？― Zoho Notebookで始める情報管理 仕事中、「この内容、メモに残してあとで見返したいな」と思う瞬間はありませんか？ 会議中の一言、お客様とのやり取り、CRMで見つけた気づき、 ほんの数秒で終わる内容だからこそ、「あとで書こう」と思って、そのまま忘れてしまうこともあります。 そこで今回は、PCやスマートフォンはもちろん、普段お使いのZoho製品からもすぐにアクセスできるノートアプリ「Zoho

• I have been looking for CVID to get segmate list where & how can fnd it?

  I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?

• How do I increase the email attachment size in Zoho CRM ?

  It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

• Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

  Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Cannot format "start date" field in Zoho Flow

  I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

• Dynamic Signature - Record owner

  Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

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