You can still drop us an email and our support staff will respond promptly with a solution to your problem. The support plans for Zoho People offer you a dedicated channel of support that works round-the-clock to help you adopt Zoho People. Here’s a comparative chart of our support tiers and the included services so that you can choose the best option for your business. You can auto-scan a receipt while recording an expense and the expense details will be automatically captured in the bill from where they can save it.

Web Tabs are similar to browser tabs, but accessible within Zoho Books. It enables you to access web pages or applications that provide you with an embed URL, to be embedded within other applications. The Documents feature in Zoho Books will help you streamline and store all your documents in one place.

Switch to smart accounting!

When you setup this integration, your email address will be shared with Paypal. Learn how to update your email address and password, change the theme of your organization, change the default organization, and various other functions in Zoho Books. WePay integration and all its queries will be addressed by the Zoho support team. Click here to contact our support representatives. Request a product demo, ask a sales question, or make a support request—we’ll assist you in identifying the digitization opportunities that’ll help your business function better.

For example, by setting up a trigger, you can opt to have a quote created automatically in Zoho Books each time you create a potential in Zoho CRM. Zoho provides numerous world class apps in addition to Zoho Books, such as Zoho CRM, Zoho Invoice, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Books or Zoho Invoice account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps. To configure BrainTree, click on the Gear icon on the top right hand side corner of the screen. Go to Online Payments and click the Setup Now button adjacent to Braintree logo.

Customer Support Plans

However, it will be a one-way sync, which means that data will be fetched only from Zoho CRM into Zoho Books and not vice-versa. Initially card address was made mandatory in Zoho Books. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations.

A view in Zoho CRM is a collection of similar records (based on a specified criteria) listed together. Visit their help resource to learn how to create a view in Zoho CRM. If you want to push only specific records of your Zoho CRM account, you can create a view and choose to sync only that view into Zoho Books. Some of the predefined views such as All Accounts, My Accounts, Recently Created Accounts, will be listed by default when syncing. You will be asked to enter either Credit Card Details or Bank Account Details.

Online

We do not own or sell your data, and we most certainly do not bank on advertising-based business models. The only way we make money is from the software license fees you pay us. Experience the breadth and depth of the Zoho ecosystem, with the professional services, infrastructure, support, and security that a large Running Law Firm Bookkeeping: Consider the Industry Specifics in the Detailed Guide business needs. Streamline complex business processes, build strong relationships with your customers, and drive growth at scale. Zobot is Zoho SalesIQ’s conversational AI assistant. They can be used to send automated replies to customers when you’re busy and are not able to reply to customers instantly.

• Go to Online Payments and click the Setup Now button adjacent to CSG Forte logo.
• The online transaction fees will depend upon the charges specified by Stripe.
• Now, this account will be fetched automatically to Zoho Books as a customer, and can be viewed and updated from here.
• For example, you can create a canned response to ask your customer to share their invoice number for which they’re facing a payment issue.
• WePay integration and all its queries will be addressed by the Zoho support team.
• In Zoho Books, you can enter an opening stock for your items.
• To set up Worldpay payment gateway, click the Gear icon on the top right hand side corner of the screen.

Professional
The Professional plan is built and designed for small to medium-sized businesses with additional features and basic customization. You can create up to invoices and have 5 users in your organization. The Timesheets module is for businesses that charge their customers based on the time spent in finishing a project.

Zoho SalesIQ is live chat support software that lets your customers reach out to you easily. You can reactivate the integration any time to start the sync, or even integrate a different Zoho Books organization to Zoho CRM. You can also change your Zoho CRM credentials by clicking Update Credentials. You can also automate invoices in Zoho Books based on the deal’s stage in Zoho CRM.

In this case, select the tab Bank Account Details and enter the customer’s bank account details. Account number, Account type and Routing number are mandatory fields to configure the bank account. Bank Accounts using Stripe ACH (Global and US editions)
With Stripe ACH, you can charge your customer’s bank account (only for US customers) to receive payments.