Zoho Books × Zoho Desk

Support
shouldn't start with a search.

When a customer raises an issue about an invoice, order or payment, your team already has the context in Zoho Books. Put that context to work—create the Zoho Desk ticket right there.

See how it works

Why it matters

Built for connected teams · From Kalki – The Innovation Luminary LLP

The everyday disconnect

The issue is about a transaction. So why start somewhere else?

A customer calls about an invoice, a sales order or a payment. The accounts team knows which record is involved - but creating a support request can mean switching tools, searching for details and entering the same information again.

Switching between accounting and support applications.

Looking up transaction and customer details all over again.

Tickets raised with too little context for the support team.

The customer has already explained the problem. Your team shouldn't have to recreate the context.

Kalki Konnects brings the support request closer to the transaction it concerns.

A more natural workflow

From transaction to support
request. Without the detour.

Keep the person raising the issue in the place where the relevant business record already lives.

01 / CONTEXT

Stay on the transaction

Open the relevant invoice, sales order, estimate, credit note or receipt in Zoho Books.

02 / REQUEST

Explain what needs attention

Review the loaded details, confirm contact information, choose a department and describe the issue.

03 / HANDOFF

Create the Desk ticket

Submit the support request to Zoho Desk from the Books workflow.

Keep the context close

Less searching for your team. More context for support.

Kalki Konnects is designed around the moment an issue is raised - not around a long list of software features.

Reduce repeated data entry

Transaction number and customer name are loaded from the current Zoho Books record.

Make the request more actionable

Capture contact details, expected resolution date, department and a clear issue description.

Bring two teams closer

Give accounting and customer support a simpler handoff between Zoho Books and Zoho Desk.

Where it fits

One support entry point across the transactions that matter.

Raise a request in the context of the record the customer is asking about.

Make the handoff simpler

Let support begin with the
context your team already has.

Kalki Konnects - connecting Zoho Books transactions with Zoho Desk support.

Talk to Kalki

FAQs

What is Kalki Konnects?

Kalki Konnects is a Zoho Books extension that connects your accounting workflow with Zoho Desk. It allows users to create support tickets directly from Zoho Books transactions without manually switching between applications.

Can I create Zoho Desk tickets directly from Zoho Books?

Yes. Kalki Konnects allows you to raise support tickets from within Zoho Books. Open a supported transaction, launch the extension, provide the required information and submit the request to Zoho Desk.

Which Zoho Books modules are supported?

Kalki Konnects currently supports ticket creation from five Zoho Books modules:

Invoices
Sales Orders
Credit Notes
Estimates
Customer Payments (Receipts)

Does Kalki Konnects automatically fetch transaction details?

Yes. The extension loads relevant transaction information, including the transaction number and customer name, from the currently opened Zoho Books transaction. This reduces repetitive data entry.

Can I specify the department responsible for resolving an issue?

Yes. You can select the appropriate Zoho Desk department while creating a support ticket, helping route the request to the relevant support team.

Can I set an expected resolution date for a support ticket?

Yes. Kalki Konnects provides an expected resolution date field so that the person raising the request can communicate when the issue is expected to be resolved.

Do I need to switch to Zoho Desk to create a support ticket?

No. You can initiate ticket creation directly from the Zoho Books interface using Kalki Konnects. The extension sends the support request to your connected Zoho Desk account.

How do I connect Zoho Books with Zoho Desk?

Kalki Konnects provides an extension-based workflow for connecting Zoho Books with Zoho Desk. Once the required integration and account configuration are completed, users can initiate support ticket creation directly from supported transactions.