Zoho Books
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68 results found
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One Product with all basic features
I found Zoho to be more like if you need this feature use this.. like if you want accounting use Zoho Books, if you need Serial No tracking then use Zoho Inventory..
Most Small Business like MSME in India, don't need heavy features that you have independently but they require basics of all in one place. This is why Tally ERP 9 or Tally 18 stands out in Indian Market.
3 votes -
Button for CRM Sync
I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.
1 vote -
Add additional address for each contact
Need the ability to add additional addresses for a contact or edit the address while creating an EST, SO or INV. Currently, when you are creating an EST, SO or INV in the CRM integration, you can only chose the address associated and cannot add or edit, forcing you to overwrite your contacts address just to get the correct one to show up on on your EST, SO or INV. In Zoho Books, you can make these edits. Why can you not do this with the CRM integration?
3 votes -
I would to see Job ticket rising option for service centers like electronics gadgets
I would to see Job ticket rising option for service centers like electronics gadgets
1 vote -
Client Portal CRM & Books Integration
Please create a unified Portal for both CRM & Books, CRM is taking care of the part where we solve client problem and Books is where we bill them, We can not just give out multiple portal to customer to view the progress and the bills. If the portal could be unified it will look more professional in terms and also better management for the businesses.
If either Books or CRM can show data to the other platform that would be very awesome.
- Currently we really lack a way to show a task progress to customer on Books and show…
17 votes -
be abble to attach a document to an invoice inside of CRM integration without going into books to attach
books allows you to attach a doc to the invoice to be seen by the customer in there portal...which we like. but with CRM integration you can create the invoice etc...but then have to go into books to attach the doc...can you make it so you can attach inside the crm integration and flow through books and into the portal?
5 votes -
get the 2 factor authentication to work with sonicwall hardware/software
you have two factor authentication. It would be nice if we could integrate it with the VPN unit (sonicwall firewall).
1 vote -
Show linked Bills in a Related List to Contacts in Zoho CRM
Currently, only Invoices, Estimate, Sales Orders, and Expenses are linked to Contacts in Zoho CRM. It would be extremely beneficial to integrate linked Bills as well.
5 votes -
Allow attachment of file while creating lead in Zoho CRM.
Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.
1 vote -
Integrate CRM Tasks, Calls & Events with Books for Logged Time
As a professional organization, almost all activities can be billable. But right now, there is no way to pass through Tasks, Calls or Events from CRM to Books as logged time. This isn't supported directly, and Books currently doesn't "expose" time log entries with 3rd party tools such as Zapier. This is feature is really needed!
8 votes -
Create sub-customer accounts
We need sub customer accounts with the ability to view invoices/sales, contacts, reports etc for each branch location
126 votes -
Sync primary contact only from Zoho CRM to Zoho Books
Don't need all contacts, only the primary contact
3 votes -
Need Zapier Trigger for SALES ORDER creation
I pay for multi users in both BOOKS and CRM. I simply want DEAL stage (in crm) to change when I create a Sales Order in Books. I'm told that I have to upgrade from Professional to Enterprise. This would cost me $500 more annually. I won't do this... I tried to create a zapier for this, There's trigger for INVOICE....There's trigger for ESTIMATE... how hard would it be for ZOHO to have a trigger for SALES ORDER????
16 votes -
When we are in Books doing a billing action, we need the ability to add notes to CRM. We can see CRM notes in Books, but cannot add, edit.
Currently we can easily see CRM notes on the account we are viewing in Books, but we cannot easily add new notes. Currently we have to manually open CRM, copy and paste into CRM, click search, pick the correct contact, scroll down to notes, then add. So many steps that no one currently makes notes whenever in Books.
4 votes -
Books and Motivator - use the existing technology from motivator and make it available in zoho books
1 vote -
1 vote
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sync items purchased by contact between Zoho books and Zoho CRM
Within CRM I want to know what a contact/account has purchased. lifetime $ amount and quantity of items.
6 votes -
Docusign
Docusign is integrated into CRM, but not Books. We choose to integrate books and CRM, and therefore we are penalized for using more of your products. In the current scenario my sales rep will be forced to take extra steps in order to send quotes via docusign. This negates the whole point of automating our sales force.
8 votes -
Integrate personalized fields form Zoho CRM
Need to sync personalized fields from CRM with Books so I don't have to type the same field twice.
19 votes -
28 votes
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