Zoho Books - Zoho Desk Integration

Zoho Desk is a help desk software that helps businesses focus on the customer. By integrating Zoho Books with Zoho Desk, you can charge your customers for the tickets that you have handled in Zoho Desk, as well as the time spent on each ticket.

Set up the Integration

Prerequisite: You have to be an admin in your Zoho Desk portal to set up the integration.

Note: You can integrate only one Zoho Books organization with a Zoho Desk portal at a time.

To launch Zoho Desk from Zoho Books:

Connect to Zoho Desk

Insight: This integration has to be set up from Zoho Desk. Visit their help resource to learn how.

Once you’ve set up the integration, you can configure the permissions available for each profile in Zoho Desk.

Map Contacts

Your contacts in Zoho Desk can be mapped to your customers in Zoho Books based on their email address. 

To do this, select a contact or a ticket in Zoho Desk, and click the Zoho Books icon. If you have a customer in Zoho Books with the same email ID, it will be listed here and you can map them. If not, you can create a new contact here, and they will be added as a customer in Zoho Books. 

Pro Tip: You can delink a contact by clicking Delink contact option which is available when you hover over that particular contact in Zoho Desk.

Create Invoices and Estimates

Prerequisite: To create transactions for a contact in Zoho Desk, you have to map the contact to a corresponding customer in Zoho Books.

You can create an invoice or estimate for a ticket in Zoho Desk, as well as charge customers for the time logged for a ticket.

To do this:

Insight: For time entries, you can create an estimate or invoice only if the time entry is billable.

You can also view a contact’s invoices or estimates created in Zoho Books under the Invoices/Estimates for this ticket option in a ticket in Zoho Desk.

An invoice/estimate in Zoho Desk can be cloned, edited, voided, or marked as sent. You can also email them to your customer.

Disable/Delete the Integration

You can disable or delete the Zoho Books integration from Zoho Desk. Visit their help resource to learn how.

Once you’ve disabled the integration, your contacts and transactions will remain mapped between Zoho Books and Zoho Desk, even when you choose to re-enable the integration. Whereas, when you delete the integration, this mapping will be deleted permanently. 

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

Online accounting software
for small businesses.

Maybe Later