If you use Zoho CRM to manage leads and close deals, and Zoho Books for accounting and invoicing, connecting the two can dramatically improve efficiency. Automating invoice creation between Zoho CRM and Zoho Books eliminates duplicate data entry, reduces errors, and...
When it comes to managing your business finances, two names often come up: Zoho Books and QuickBooks. Both offer robust accounting tools, but they cater to slightly different audiences and business needs. Whether you’re a freelancer, small business owner, or...
In the early days of a business, spreadsheets feel like magic. They’re flexible, fast, and — best of all — free. You can track customer lists, monitor sales pipelines, create invoices, and even manage inventory with a few well-placed formulas. But then your business...
Position Billing & Shipping Addresses in Invoices When sending a printed copy of the invoice you can now move the position of the addresses so it fits into the window on the envelope. Send SMS for Payment Reminders to Your Customers You can remind your...
May 2019 Updates: Set validation rules for estimates Exclusive Inbox for Expense Receipts Store all your expense receipts in one place. Upload, auto-scan your expense receipts or have your expenses mailed to your Zoho Books account. Choose multiple...
Automate frequent tasks with Custom Schedulers Custom Schedulers allow you to create and automate tasks on a recurring basis, they can run daily, weekly, monthly or yearly. Multi-select Custom Fields Multi-select fields allow you to choose more than one option vs....