I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.

I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.

Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to:

  • Map records at both project and task levels

  • Sync these transactions back to Zoho Projects under the respective project and selected task

  • Update task-level actuals for proper Budget vs Actual tracking

Additionally, when i collect an advance amount for a project in Zoho Books, we need that advance information to be visible inside Zoho Projects under the respective project.