Wanting to move from Quickbooks Enterprise
I really like the Zoho Books layout, the integration with the CRM is better although still clunky (finance invoices/sales orders in the CRM aren't the same as the non-finance invoices/sales orders, but I am guessing in time that'll be resolved)... The system seems to do what we need - accounting, project management, supplier management, invoicing/sales orders, case management, crm - I mean it really functions the same as a full ERP system. I've evaluated a few of the bigger ERP's... Acumatica,
US Tax code: IRS Form Schedule C: Business Profit /Loss
New to ZOHO Books: Is there a form or report that captures Income minus deductible expenses for Schedule C reporting, ie, applying US tax code. Examples: 50% deduction for meals expenses, 100% deduction for reimbursed Travel expenses, Mileage deduction versus auto expense? OR does this all need to be done external to the system One big issue: Auto Gas AND Mileage are both seen as a loss - I charge mileage to the customer and keep track of gas charges (non-billable) but the system double counts these
New HTML invoice templates
Thank you for this great feature Zoho guys. Can you tell me if I've done something wrong by looking at the attached image, the rate field is showing all squished up but I don't want it on the template ? There is no entry for this field in the HTML code ??? Update : - missed this : This preview does not show the Customised Template. But still needs to be tidied up methinks ?
Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one.
Hello Everyone, The wait is over! We are happy to announce the Documents feature in Zoho books. Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one. Simply email or upload your receipts, bills, or purchase orders into Zoho Books and our software extracts key information ready to be converted into transactions. No more data entry, no more filing. Auto-Scan: Auto scan feature automatically scans your receipts, bills and extracts data which helps you avoid data
Bank Transaction details displaying non linked bank account info
Zoho has imported transactions from an account that is NOT linked in zoho. In addition there are about 21 days of transactions for the account that is linked in zoho that has not been imported. This is tax time and this weekend is the deadline for allot
Now that I am teaching my book keeper how to use Zbooks I see the following little items would help immensley
More info and links on Dashboard -Message showing Open Bills and Overdues w link to go there -Message notifying of scanned receipts in documents awaiting to be made into bills w link -Terms for vendors should show in thew contact overview page, must go
Text field predictions could improve
When I create an invoice an start typing my customer's last name in the Customer Name field, it doesn't find my customer. It only finds it if I type the customer's first name. I think this functionality should be in place as I consider it to be basic. Xero can do this. I hope Zoho will fix this. Thanks.
invoice viewed notification or status?
is there any way to know if a client has opened an invoice? maybe by sending an email or push notification to us letting us know?
BUG: Unable to convert PO to Bill.
Hi, Does anybody else have an issue with converting a PO to a bill? I have a PO which has been received in. I've 10 items on the PO but when I click "Convert to Bill" I just get a blank Bill form? I've tried safari, chrome and chrome private mode and none work. If I try to convert the bill in zInventory, the bill is populated fine with the PO line items. Is it common to come across so many basic bugs and issues? I'm testing the feasibility of migrating from Quickbooks Enterprise... not going well
Max items in an item group
What is the maximum please ? (if there is) & could you please tell me why when I create a new item outside of a group via the api the tax rate is set when I use the following... but when I create a new item inside of a group via the api it isn't ? Some help on how I make it "Not trackable" & also make it a "service" if required would also be appreciated. var myarray = { "item_type": "inventory", "product_type" : "goods", "name": myItemName, "description": "", "rate": sellfor, "unit": myUnit, "purchase_rate":
Vendor Deposit tracking
We have a model, where we sublet retail space to vendors, and charge a security deposit, which is repaid at the end of a 6 month period, when the contract gets terminated. I have two questions. 1. How do I track this into Zoho books, as I believe this should be a Current Liability. 2. How should I record the repayment of this deposit by us to the vendors?
Setting tax default for bulk expenses
Hi, We I use the "Bulk Add" screen to enter expenses they are entered without a tax selection, which defeats the whole purpose of bulk entry. Is there a way to set the tax preference as a default (choose your tax and indicate if it's included or excluded for the entered amount)? Thanks in advance.
e signatures
i was wondering if zoho has a email add on or anyway to have customers e sign job proposals and add ons. or if anyone knows of a program to use. thanks
Part bought for a job
Hi. New to books but have been using invoice since 2014. I have done a couple of jobs this year that I have had to buy parts for. one is a fan belt and the other is a part for a gear linkage. Not sure how to enter the parts and then invoice them to the customer. I tried it through bills but do not think this is right. Do I have to create an item, if so I could end up with lots of items. Can i have an item called parts and edit it each time I use it. My main business is gardening and so my main sale
retrieve all items via api with scope
Hey guys, Because I have too many inactive items with the same names (+myID) & you don't have a preference for "ignore inactive items" I have to retrieve all of the items & process them myself in Google Sheets. The problem I'm having is with the api scope! Hope you can enlighten me on the correct syntax so I can get the max retrievable - 200 records & then get the next lot until I have all of the records - 4000+ .... var url = 'https://books.zoho.com/api/v3/items/?authtoken=' + token + "&scope=&fromIndex=500&toIndex=520";
Anyway to see what the customer sees in his customer portal before him ?
I want to be able to see exactly what and how the customer is going to see in his portal before ! enabled it. As a matter of fact i would like to see his portal at all times. Sometimes a customer calls and talks to me about what he sees in his portal and as i do not have the same view (i do have the elements : quotes, invoice, paiements), i cannot assit him correctly during the support call.
Custom views
Could we please have a sort order choice for the custom view creation & the choice to remove ANY field, date & amount is not important for shipments but the shipment date is ! Books & Inventory.
Generate Reports Using Cash Basis
Is it possible to generate Sales reports on a cash basis (associated with date payment is received) instead of on an accrual basis (associated with the date invoice is created)? Note that I already have Report Basis set to Cash on the organization profile.
edit items
Mr Bean has more questions than answers .... Could I please have some advice on why preferred_vendor is not updated .... itemEdit= { "sku" : newRec, "name": name, "preferred_vendor": supplier, // not working "custom_fields" : [{"index" : 4,"value" : bay}] }; var url = 'https://books.zoho.com/api/v3/items/' + encodeURIComponent(itemID) + '?authtoken=' + token+'&JSONString='+encodeURIComponent(JSON.stringify(itemEdit));
Purchase Order - billable for a specific customer?
Is there a way to create line items that are billable towards a specific customer? some items we buy goto stock and then get used and billed later but MOST items we buy are for specific projects / customers.
Customers and vendors in manual journal
Hi, Some times i have some cusomers with very small balnce and i need to close this balances in expences by manual journal How can i do that For example i have a cusomer his name is (A) and his balnce is 15 SR on 30-12/2017 and i want to close this balne in expenses by manual journal to creat journal like this Customers balance adjustement 15 SR (Debit) Customer (A) 15 SR (Credit) I tried to do it but customers and vendors does not exist in manual jouranal when i tried to chose them How can
Bank feeds
Barclaycard updates auto every day .... My other UK accounts - Lloyds & Barclays do not ? Is there anything I need to do to make this happen auto daily ? Since the enhancements there are lots of duplicated transactions being downloaded - I update nearly every day, last time was 10th Jan & today - 12th Jan it brought in transactions from the 4th Jan - Barclays bank UK
Banking module
Oooooh, what have you done guys ? 52 duplicated transactions downloaded today ? Nice to see the running balance incorporated but doesn't appear correct to me - running balance differs greatly to what the bank & Zoho says ? Edit : Removed a few of the duplicates that I'd inadvertently accepted & running balance matches perfectly now - certainly wasn't to the amount of the difference but hey, easy to exclude - well done & thanks :-) Whoooeee - matching transactions has also been improved - will now
Item Groups Alphabetical
Used to be able to hit the "Name" column in item groups to put them in alphabetical order like in "items". Is there a glitch or can't that be done anymore?
Multi Location Billing
We are a company based out of gurgaon and have branches in Bangalore, Kochi, Chennai, Mumbai and Hyderabad with their respective warehouses and GST. We need to enable billing from these locations with their respective branch address and GST. How do we enable this in books? We are doing a trail to see if zoho suits our requirements and any help in this regard will be appreciated.
Estimates
Hey Zoho guys, I have started to get used to sales orders & can see the logic of using them regarding packing & shipping etc .... What I can't understand is why estimates aren't in Inventory, in Books we can't convert an estimate to a Sales order ? I'm beginning to wonder if I've made the right choice using Books & Inventory ? Very, very confusing the differences in these 2 products, it's quite astonishing!
ICICI Bank integration...Bulk payment & Advance Payment
Dear ZOHO Team, How to make more than one bill payment together and make advance payments to the vendor through ICICI Bank integration Please start this feature as soon as possible
Problem with GSTR 1 filing
There is a strange thing happening when I generate GSTR 1 through Zoho Books. When I click on overview, it shows properly all the transaction details. When I click on push to GSTN the details are gone. Please suggest me a solution, as it is very irritating. Please refer to the attached images for reference.
Additional Placeholders needed.
Hello Zoho! It would be very nice to have some more placeholders for sending out automated emails. Below is what MY personal email looks like... ----------Invoice Summary----------- Invoice #: %InvoiceNumber% Date: %InvoiceDate% Due Date: %DueDate% Invoice Total: %Total% ---------Account Summary----------- Current Account Balance: %Balance% -------Online Payments Options------- Click the link below and review your unpaid balances. Then, choose from one of the following payment options:
Delivery Challan
Hello, We send out items for job work(outsource) to vendors and receive it back But when I create a delivery Challan I don’t get to see any vendors name and only customers name shows up? What is the workaround or is there any other option? Thanks
DUMMY COMPANY TO EXPLORE REPORTS/ FEATURES
Dear Zoho, Do you have a Default / Dummy company with lots data so that a new user like me could explore all the features and reports in ZOHO BOOKS. Also it will be helpful to learn new things for existing customers. Onlymak
Customers with same name
Hello, 1)I run a business in which a lot of company names are similar to one another OR a lot of the companies have similar names, but vary with location or the contact owner. The issue here is when i create a sales order or invoice i get to see only the display names Hence it shows repeated names and i am not able to find out the exact customer from the list. 2) Is there a way to stop the Display name from showing up in the billing address in the sales orders? Thankyou
Issue "Purchase Orders" through Zoho Books.
Hi All, Zoho Books now support the "Purchase Orders" feature :-) Yes, you can issue purchase orders to your vendors and can convert them into bills in Zoho Books. All you have to do is to enable the "Purchase Orders" from the 'Preferences' section (under the 'Settings'). Then start creating the purchase orders for all your purchases. For detailed information about the feature, please read through the following link: https://www.zoho.com/books/help/purchase-order.html Feel free to share your feedback
Item Groups Alphabetical
We use to be able to view "Item Groups" alphabetically in books. Now we are not able to by hitting the "Name" column. Has something changed that we are not aware of ?
My Bank account shows Negative Balance as opening Balance,How is it happen?
Dear , Kindly help me out with this.We can't find our actual bank balance because of this issue.we can't find any error with the entries.
How do I recover my Google account for my phone?
Gmail is a service which is a basic need of every individual as it has a ability to complete a work in fraction of seconds. It offers you a variety of services which includes great storage of emails, video chat with friends, family and with business partners, hangouts through which you can built a strong connection and many more in order to make your life from GOOD to BEST. If you are looking to recover google account on Android than without wasting a single minute get into the steps mentioned below:-
Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) Customers
Bank Accounts directly linked rather than importing bank statements
Is it possible to link my bank account with zoho books so that the transactions get imported in directly for reconcilliation rather than importing bank statements? Is this safe?
Sales order api responses
Helppppp...I have several custom fields in sales orders but the api is only returning the first one ?? Could it be because I created some of these custom fields in Inventory - I'm not sure if I did ?
Zoho Books - Stripe & WePay Helo
I've configured WePay and Stripe for use withing ZoHo Books. However, when trying to take payments online we have received this error: We are unable to process the payment at the moment as "Please ensure that the field values are valid and non empty." Any ideas on what may be causing this error? Hoping to be able to take payments ASAP
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