Unable to Convert Quote to Invoice – Integration Active but User Not Recognized

Unable to Convert Quote to Invoice – Integration Active but User Not Recognized

I’m having trouble converting a Quote into an Invoice inside Zoho CRM, even though the Zoho Finance Suite integration is enabled (Invoices, Quotes, Products, and Customers are all checked), and my user is an Admin in both Zoho CRM and Zoho Books, using the same email address.

  • My user does not appear selectable as an Integration User (still shows “User(s) – 0”)

  • I’ve tried disabling and re-enabling the integration multiple times

  • Quotes are visible and the “Convert to Invoice” button appears, but the invoice is created inside CRM only, and does not sync to Zoho Books

  • I’ve confirmed that my email Admin in both platforms

  • No error message is shown, but no invoice is ever created in Zoho Books