Projects in "ZOHO books" be synchronized with projects in "ZOHO Project"
When creating a project in ZOHO project it would create the same project in ZOHO books and be synchronised ever after, timelogging and all. And vice versa of course, when creating a project in ZOHO books, it would be created in ZOHO projects and so on.
Svenni
shared this idea
We would request you to try the New Zoho Books and Projects integration. It will sync the projects from Zoho Projects.
However, I would request you to please go through the details in this link to know more about the integration.
https://www.zoho.com/us/books/help/integrations/projects-integration.html
Hope this helps.
Good day.
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Steve
commented
None of this makes any sense. Zoho makes it appear as if it's all seamless, so I keep purchasing additional subscriptions hoping that it will work that way but as it stands right now they are simply two completely separate platforms. PLEASE MAKE THESE WORK TOGETHER
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Philippe
commented
They should work in Making everything more congruent and connect for Zoho One. It's to much separated.
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Dylan Mathias
commented
I emailed them and it is still not complete. It makes no sense why they are not integrated.
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milla
commented
The budget tracking is so much better in Zoho books, it makes zoho projects being irrelevant.
Please sync both or add features to complement each other. -
Philip Sauer
commented
Yes. Agree. Right now I can see the reference to Zoho Projects when looking at an Expense in Zoho Books but I can not use the data. When filtering by expenses the Project from Zoho Projects should be a criteria available to work with.
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Anonymous
commented
agree this is one of the main reasons I want to use Zoho books over QuickBooks online - I was hoping the projects would be integrated with the contacts list in books/crm - it should all be a seamless integration within Finance Plus.
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Anonymous
commented
I agree this is needed. We need to set up a budget of hours for a task for each project and then have the possibility to register time used in timesheets against the project and task. This integration is absolutely needed for projects to have any real value. By having this so can we report on the cost of time and purchases for each project and also potentially report on progress in the projects app.
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Marie-Andrée Giroux
commented
I don't understand why it's not done already, could someone explained how they manage using both apps from Zoho?
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Anonymous
commented
I completely agree that these two need to connect to each other fully. When I report time in Projects it should reflect in my books project. There are many other aspects to a project outside of just time, and not being able to sync both ways makes duplicate entry and those invoices done in Zoho Books Projects do not show up in Zoho Projects.