Skip to content

I suggest you to...

← Zoho Subscriptions

Automatically Send Invoice to Zoho CRM

I use Zoho CRM and Integrate with Quickbooks, I would like to have the Invoices that are created be sent to Zoho CRM so we can keep track of everything in one interface.

3 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
G shared this idea  ·   ·  Report…  ·  Admin →

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Ajeesh Kumar commented  ·   ·  Report

    Reshma, your solution will only allow the user to view the invoice via Zoho CRM; It doesn't actually create a new record in Zoho CRM.

    The original request was for the user to be able to sync his Zoho CRM invoices to QuickBooks. Your solution doesn't allow that.

  • AdminReshma (Community Manager, Zoho Corporation) commented  ·   ·  Report

    If you have enabled the Zoho Subscriptions-Zoho CRM integration, the invoices raised in Zoho Subscriptions will be seen in the Zoho Books -> Invoices section in Contacts/Accounts module based on the type of sync you enabled

  • G commented  ·   ·  Report

    This would be soo helpful!

Zoho Subscriptions: Integrations

Categories

Feedback and Knowledge Base

(thinking…)