Zoho Books

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  1. Integración with the moduls of "Products Details" of CRM

    In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

    The integratión should enable to equivalent modules, I mean;

    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice

    The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

    81 votes
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      Work In Progress  ·  7 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    • Submission of UK VAT Returns to HMRC

      Most accounts packages can submit VAT Returns online to the government gateway. It would save time and errors if Zoho Books could do it too.

      38 votes
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        Planned  ·  8 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
      • Integrate Zoho Books with Amazon.in and other Indian E-commerce Websites

        I want you to Integrate Indian E-commerce Websites such as Amazon.in, Flipkart, Snapdeal etc.

        25 votes
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          2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
        • 20 votes
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            4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
          • Integrate zoho project time sheets / hours with zoho books

            All my hours are tracked in zoho project, it would be great if I could import my approved time sheets into zoho books to pay my contractors. seems like an improvement to the integration. thanks!

            18 votes
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              1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            • Column display list customisation

              Throughout Zoho books, from contacts to timesheets the ability to define which column of data is displayed in a list and in what order, rather than accepting the default list, including any Custom Fields created.

              15 votes
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                1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
              • add shipping for ups / fedex / usps

                1) sales orders from zoho crm flow to zoho books.

                2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station

                3) freight and tracking #'s come back from shipping software to sales order in crm or books.

                All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.

                12 votes
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                  1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                • INTEGRATE WITH SHOEBOXED

                  to import expenses and receipts into zohobooks

                  10 votes
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                    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                  • Payment gateway integration with Eway.com.au

                    Hi Eway is a very common payment gateway used hear in New Zealand , Australia, Uk and other countries. Xero accounting systems and few others are integrated their invoicing with themthem and i badly need it. So i wonder whether zoho to consider adding them as a payment integration. Waiting to your positive response.
                    https://eway.io/nz and https://eway.com.au

                    10 votes
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                      2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                    • Alipay through Stripe Zoho Integration

                      Accepting Online Payments from Chinese Customers is often a pain or impossible without a foot in China because credit cards aren't very popular in China and e-payments are centered around cash and debit: http://www.buybuychina.com/plastic-surge-why-chinese-consumers-dont-use-their-credit-cards/

                      Stripe announced its integration with Alipay (Chinese Paypal kind of) to help getting paid by Chinese customers online. https://stripe.com/alipay

                      Since Zoho already integrates so well with stripe payment gateway, it would be a dream to get Alipay as a payment option directly on the sent invoice through Stripe-Zoho integration.

                      Regards,
                      Simon L

                      7 votes
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                        0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Desktop Edition

                        Would be great to have a Desktop Software for Zoho Books which can sync across the servers. I dont have good internet connectivity.

                        7 votes
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                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        • Get live feeds of exchange rates from xe.com or some other source to automate conversion between currencies

                          Can you add a feature that allows live feeds of exchange rates from xe.com or some other source to automate conversion between currencies. Exchange rates are too fluid.

                          6 votes
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                            0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                          • Retail POS platform

                            Zoho Corp can integrated new third parties to have a solution when you have point of sales.

                            6 votes
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                              0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                            • Link emails sent from zoho books to zoho crm

                              when sending an estimate or invoice from zoho books we can not see the email as a sent item in Zoho CRM Email or in Zoho Mail.

                              the email does not show as well in the communications sent to the customer under the (contact, or potential ect..)

                              6 votes
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                                2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                              • Worldpay Business - Integration

                                ZoHo should really consider integrating worldpay business for UK clients.

                                We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!

                                Please action this ASAP?????

                                6 votes
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                                  1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                • adding shipping labels - Create a label linked to UPS Etc..

                                  adding shipping labels -see printavo.com great for silk screening business and for those who have to ship products

                                  Auto input a shipping label to the client

                                  5 votes
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                                    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Better integration of product information between crm and books

                                    When I create a product in Zoho CRM and put a cost in the unit price field when the product info syncs to zoho books my cost from zoho crm becomes the sales rate instead of the purchase rate and the purchase rate is blank- this should sync to the purchase rate.

                                    Can we have a feature to syncronize price lists automatically? right now my understanding is that you have to export and import manually

                                    Also, when I mark a product as inactive in Zoho CRM I have to also manually mark it as inactive in Zoho- would like to…

                                    5 votes
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                                      0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Paypal pro for Australian and NZ editions

                                      Can we have Paypal pro made available to AU and NZ customers?

                                      3 votes
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                                        0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • We want to integrate the estimate form

                                        We want to integrate the estimate form into our website so that our customers can select their products and buy them online.
                                        They do not have accounts in zoho books and the payment must be done in our platform, not in zoho.
                                        Is their a way to embedd the estimate form in an iframe and access it anonymously (not logged into zoho books).

                                        3 votes
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                                          1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • IF YOU INTEGRATE MAGENTO I WILL GIVE YOU INR 5000 YEARLY OR MORE

                                          IF YOU INTEGRATE MAGENTO ECOMMERCE I WILL GIVE YOU INR 5000 YEARLY OR MORE

                                          3 votes
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                                            0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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