Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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162 results found
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Retail POS platform
Zoho Corp can integrated new third parties to have a solution when you have point of sales.
14 votes -
27 votes
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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.
38 votes -
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?????
10 votes -
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 L33 votes -
23 votes
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Allow for PayPal Payments Pro to integrate with certificate, not solely by signature.
My shopping cart system requires that my API is linked via Certificate with PayPal Payments Pro rather than a signature. Because of this, and since PayPal only allows 1 option for API access I am unable to integrate with ZOHO as it requires the signature option. I am sure that other people are in the same position as me, I think offering the option of either or is a a great thing to integrate so that users in my position can better utilize the amazing zoho books system.
5 votes -
Add a toggle switch on the dashboard to hide sensitive information when necessary.
A nice feature would be to be able to quickly blur the dashboard to hide sensitive information when someone enters the office.
1 vote -
Integrate Zoho Book & Zoho Creator customers portal
Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.
1 vote -
Forte clearing account like Stripe
When automatic invoices clear through Stripe, there is a cleaning account that shows every transaction and the fee associated with each transaction.
With Forte, you get one lump sum deposit of all the payments received that day. So in order to reconcile that transaction, you have to go through and figure out what got paid from the notifications you receive to try to match it to the day.
That is very time consuming and as we get more and more transactions going through, this is becoming more of a problem.
The idea here is to allow Forte to send transactions…
3 votes -
Allow more than one Subscription/Books company to sync with CRM.
We have more than one company we use for billing our customers because we offer more than one type of service.
Example:
1. We do marketing and advertising for customers for our classified ads website and
2. Build websites for people. Which are two completely different companies for us but sometimes they overlap.
Meaning they do Advertsing/Marketing AND Website building/SEO, etc.
So it would make it easier if in the CRM it showed ALL of what the client has subscriptions for. I hope this makes sense! :)3 votes -
detach user login with account owner, so as to be 1 email can have multiple zoho books/companies
having 1-on-1 linked between userlogin and account of the zohobooks or any module is BAD ideas, single user access login means ONE person
1 vote -
integrate calendar with timesheets
As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.
3 votes -
Allow Users with international Accounts to Connect to Square POS
Square is Intregration is only available only for Zoho book accounts in the U.S., Canada, United Kingdom and Australia editions of Zoho Books. I really need to connect to Square but cant due to these restrictions. Please Help
1 vote -
Cash receipt and Payment
In real business scenario Cash transactions may happen like a person may collect cash and and repay in later date so payment and receipt entry is difficult to handle .
2) Loan to a staff
3) Chitty / Daliy collections for investment will be thereThis type of cash transactions is difficult to handle .
1 vote -
Twikey integration
Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com
1 vote -
Make an export format for Sage would be great. In europe Sage is well used by accountants.
Make an export format for Sage would be great. In europe Sage is well used by accountants.
1 vote -
triggers
A/B or IF/AND/THEN Triggers
We currently have Books connected through Zapier to Ship Station. The current trigger is set so that when an Invoice in Books is marked as PAID, then the Invoice/Order information is sent via Zapier to Ship Station. But we don't to send every single Invoice/Order to Ship Station...since not every Invoice is for an item(s) that needs to ship out.
What we want to see is the following for a trigger option:
IF Invoice is marked as PAID,
AND Invoice custom field PRODUCT TYPE = PHYSICAL PRODUCT,
THEN trigger Zapier to send information to Ship Station.…
3 votes -
wrike integration
integrate with wrike to syn between projects and accounting books
3 votes -
stamps.com
Please set up an integration with stamps.com that would allow shipping information (customer name, address, email, phone), weights and shipping type, shipping date to be merged and shipping labels printed from stamps.com accounts.
5 votes
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