Zoho Books
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68 results found
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multiple office365 mail integration
We have multiple email accounts in our organization and we have multiple users set up in zoho books with the corresponding emails.
We have connected the users via M365.
However, the zoho microsoft 365 mail integration only allows mails to be shown from one account for the whole organization. Any other user with their own microsoft 365 accounts cannot access their emails. Moreover they cannot even see the emails presented in the primary account (the one that's working).
For example
We have 2 users and 2 m365 accounts namely 'sales' and 'accounts'.If I connect the m365 accounts in Sales…
2 votes -
Egyptian ETA Integration
Egyptian ETA Integration
1 vote -
Bills entered in Books and associated with a project should show up and be viewable as an expenses in Projects
Currently, only the hard costs that are entered as "Expenses" in Books are viewable in Projects. Hard costs that are invoiced to as entered as "Bills" and are associated/coded to a project in Books should also be viewable in Projects under the Finance tab. I have not figured out a way to enter invoices that are not through our credit card as Expenses since entering it as an Expense requires that I immediately enter where it was "paid through" and Accounts Payable is not an option.
1 vote -
Zoho Books - Zoho Sign integration feature suggestion
"Your customers can be required to sign quotes before they can accept them from the customer portal."
Above line is copy-pasted from the Zoho Sign - Zoho Books integration article.
Can we also have the ability to require customers to sign invoices? It would greatly improve the ability to follow up on payments
1 vote -
chat bot
Chat Bot facility
1 vote -
Mart
Vipin
1 vote -
Can we have a list of Zoho Books API scopes similar to the list for CRM API scopes listed at https://www.zoho.com/crm/help/api/v2/#OAuth2_0
Can we have a list of Zoho Books API scopes similar to the list for CRM API scopes listed at https://www.zoho.com/crm/help/api/v2/#OAuth2_0 ? I can't figure out what the scopes are.
1 vote -
Connect with Sumup card readers?
Lots use the sumup card readers now and it would be great for zoho books to interact with this
3 votes -
integrate Red Oxygen SMS with Zoho books
There is only one SMS service provider available, Twilio. May I request an integration with Red Oxygen SMS API.
API is simple which uses Red Oxygen account ID, username/email address and password.
3 votes -
Square - Zoho Books Integration
Square is already available in Spain, it would be great to have this module
1 vote -
Include steps on how to integrate Contracts with Zoho Books for automatic invoicing please.
We would like to be able to upload the Marketing Agreement / Contracts to Zoho Books for automatic invoicing. What we know is we can upload the contract in the Zoho Sign app then integrate it to Zoho Books, however, how can we automatically invoice it ?
1 vote -
Payroll for Canada
Payroll Integration for Canada and Quebec.
3 votes -
Zapier Functions
Please add Create Bill and Create Vendor actions for Zapier
6 votes -
IPPay Merchant Process Integration
https://ippay.com is my processor and I would love a native integration with Zoho.
IPpay provides industry leading Interchange rates for Card-Not-Present (CNP) telecom, utility, and other subscription based recurring internet commerce.
3 votes -
Integration of Zoho Books multi-organisation with only multi-organisation in Zoho People
We wish to create multiple organizations with different countries [Different Entities with different GST Numbers] in Zoho Books under a single account. [Entities can be Indian or International]
This module should work across all applications in Zoho One. We should be able to identify users & their respective data based on their respective entities [should have a drop-down for selecting entities].
At the same time, there should be one master employee database so that in future if we wish to migrate from Zoho to another platform it should be easily migrated.
Can anyone suggest what can be done ?>
1 vote -
is zoho planning on a remote office environment like Sococo...would be a great addition
Would love to have an integrated virtual office where we can collborate with coworkers and actually see if they are at the desk. We currently use sococo but would love to stay integrated into the Zoho environment for easy collaboration etc. I know that zoho connect is close but hoping something better is planned
1 vote -
Secure way to send credit card details from CRM to Books
My sales team does not work in books but will collect the credit card for new sales. ZoHo does not have a way to send this information over from the CRM to Books for the finance team to process.
We can create quotes and estimates and even change those into invoices not sure why we cannot process credit cards.1 vote -
integrate Zoho payroll into Zoho books for European clients
I suggest to launch Zoho payroll to the international market and pair it to Zoho books.
2 votes -
match email attachment with expense, or bill from zoho mail extension
It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.
Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming
3 votes -
GSTR 2A Mismatch
While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.
1 vote
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