Here's how I cleaned up my Zoho Books list of Vendors. Help with Zoho Books organize your data and manage your vendors.
Zoho’s out-of-the-box integration doesn’t give CRM access to all your finance data. Here’s how to push invoice dates and service revenue into CRM fields using custom functions in Zoho Books—so you can finally use that data for filters, dashboards, and campaigns.
Migrating QuickBooks ‘Jobs’ to Zoho Books requires creative solutions like relationship fields, the Projects module, or reporting tags, depending on your business needs. Zoho Books, QuickBooks migration, Jobs in Zoho, Zoho CRM integration
