Adding Projects to Expenses
Hi, I think it would be great if we can associate expenses to projects. Because right now we can only associate an expense with a Customer or a Vendor and sometimes Projects are not related to neither. For example, we are a construction company and sometime
Server reports an error: 5.1.8 Sender Address Blocked
Hello There, please remove the block on our mail account. We are not able to send a single mail right now, can you please explain the reason for this ? The adress is: milkailka172@zoho.com Thank you !
How can I set currency format?
I need set up CZK currency in this format: "100 Kč", but zoho doesnt allow me to move "Kč" behind the number. Thanks for Your help.
Adding a item in the invoice
Hello, when creating an item I have to fields: Name and Description. As the invoice is later created with a little wide column for the name, we add the item with a reference in the NAME field and a long description in the DESCRIPTION field. Later on, when creating the invoice is really hard to reming the number of the name, and would like to add the item just writing down some of the text from the description. The improvement of the new version search if I write something is in the description,
Zoho Books Wish List
I would like custom fields to be added to Lists of Products. When shipping goods I need to be able to add values for commodity code, country or origin and weight to each product. This is essenatial when exporting. The total weight of a shipment can then be calculated for the shipment. If commodity codes and country of origin are specified then commercial invoices can be produced for customs clearance. Most other accounting packages I have used allow such fuields to be added. Zoho Books is a great
Automatically apply tax group
Hi, I have a tax group set up for the 2 tax rates here in Quebec. Right now, if I want to add tax to an invoice, I have to do it on a per-item basis. This becomes very tedious when there are 20+ items on a single invoice. Is there any way that a tax group could be automatically applied to the subtotal amount of the items? Thanks, Rudy Grow
Customer and Item Data from Paypal Feed
Hi, I'm testing the live stream feed from our bank (Paypal) which I connected to Zoho Books. The transactions are showing up as uncategorized and I've been adding rules to classify them quickly. I have many questions about this process: 1) If I have 500 transactions and establish a rule for all of them (for example anything that says, "Payment Details..." is categorized as "Sales without invoice"), do I have to click on each transaction and press save? That's 1000 clicks! Is there a way to select
Zoho Books Integration
Hi, I'm on a 14 day free trial of Zoho Books, but I can't for the life of me get it to sync with Zoho CRM. I get this message each time I try to connect it. I've tried multiple user accounts in my Zoho CRM, including the super admin account but no dice. Anybody have any advice for me? Zoho tech support, can you help me out here? Thanks in advance. Ken
I've just noticed..
A credit note works better than write off for my purposes, but... When I look at my sales report by item, then click on the item I have lost record that I sent a sample to the customer. So lets say I shipped 99pcs as an invoiced sale and 1pc as a credited
Considering migrating to Zoho Books, have questions
My company currently uses a combination of Quickbooks and Zoho Invoice, but I hate the hoops I have to jump through to get my invoices out of Zoho Invoice and into Quickbooks every couple of weeks. I would love to stop using Quickbooks for day to day things, and maybe abandon it altogether if we can. I've joined a 14-day trial for Books and have played around with it--not on my live data--but to take it for a test drive. We're in Canada so our taxes are a bit different. Things I've noticed so far:
Import Tax
I have a bill from a freight company which reflects an Import tax duty. How do I record this as a TAX linked expense rather than an item. I am in South Africa and this would have an impact on my VAT recon? My accountant who works in Pastel tells me that it should be recorded as a VAT something??? Any ideas?? Thank yu.
X-Cart Integration
I am a user of X-Cart 4.6.6 ECommerce application. Like others users on this forum, there is a major requirement for the Zoho range of applications (Books in particular) to integrate with ECommerce applications. Currently we use QuickBooks Premier UK and this integrates well with X-Cart via Store Manager, a third party application. but because Zoho decided to drop the QuickBooks integration we are now left high and dry with no Zoho Books integration solution. Zoho, you have clearly seem the benefit
How can I edit the Shipment Preference List for Purchase Orders
I need to create a Shipment Preference List so I can import my Suppliers from Quickbooks. I cannot work out how to do that John Legg Owner: The Debug Store
Reconcile Bank Account
How do you reconcile the bank accounts in the new version of Zoho Books. I am based in HK and cannot receive bank feeds on business accounts? Please advise. Thanks
Multiple square connections
Is there a way to connect multiple Square accounts to Zoho? We have a Point of Sale that accepts multiple currencies - Square can only handle one currency per account and recommends creating multiple accounts for multiple currencies. Is there a way to connect both accounts to Zoho and sync?
Payment Receipt template customization
Is there anyway to customize 'Payment Receipt template' same as what we can do on estimate and invoice? As in Thailand we need to use document title as Receipt/Tax Invoice and give this to customer.
how to link file from Zoho Docs to Books invoice ??
hi, as new books user when creating invoice or purchase item, is there any way to attach pdf file from zoho docs ??. This seems as evident need for new zoho user !! any help plz ?
Integration with Square payment
We are evaluating, if Zoho books is the right product for us, We have seen that there is a recent integration with square payment services. but for some reason the service is not in the list of integrated services in the settings of zoho books. Am I missing something.
How to find a remaining balance of a customer
How to find a remaining balance of a customer in books? I charged my customers in installments and would like to know how i would be able to find a remaining balance of my all customers
Import Invoices / Customize Invoices
I have seven Zoho accounts that use the same customized invoice that was Imported into each set of books through cut/paste html per Zoho support advice. I have now opened an eighth account and cannot see how to customize my template except through the very, very limited field adjust. Is there a way to cut / paste over an html or to Import the template the other offices use? Our systems are uniform and automated and to have one office off cannot occur and will cause a system lag and a labor expense.
Thinking about making the move to books from invoice..
and i wanted to do a trial. When I did, it asked if I wanted to import my zoho invoice info. I chose yes and then got this error: http://cl.ly/image/0q44390g1i1Z I don't want to mess up my current invoice setup. Thoughts? aj
Invoice-specific currency selection
Is there a way to change the currency on the invoice vs. pulling from the contact's currency preference? For example, we work in a part of the world where both USD and MXN Pesos are accepted. Sometimes the same customer will pay in USD and then come back and pay in Peso. How can I create invoices for the same customer in different currencies? Thanks,
How to reconcile a Braintree payment once it is deposited in account.
When a payment is made via Zoho invoice using Braintree, Zoho marks the payment as made, but once the payment is received into my bank account a few days later, I can not select who the payment since it is closed. I have been getting around this by deleting the payment on the customer's account, then linking it in the uncategorized transactions. Is there another way? The reason that I can't just link the payment to un deposited funds is because Braintree lumps several payments into one large deposit,
Error in API
Hi Everyone, I got followiing error when trying to create item using ZohoBooks API. "The HTTP request was forbidden with client authentication scheme 'Anonymous'" How to solve this error? Please reply soon. Thanks in advance.
Getting Error Message During Use of API
Hi. Im getting error message when I go to export items via API into zohobooks The HTTP request was forbidden with client authentication scheme 'Anonymous' Can you please look into what would cause this?
Remaining Retainer on Invoice?
Sorry if this has already been asked, but is there a way to add a line at the bottom of a client's invoice that shows their remaining retainer balance after money has been taken out to pay the invoice? Would be useful for my clients. Thanks for any and all help.
Zoho Books - Important Features Required
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice with Date Pickers than Manually entering dates. Some Custom Fields I Create i should be able to Customize in the All Invoices View. I Should have an Export Option to certain Fields which i Require not all the Zoho Invoice 30-40 Fields we have currently.
Integrations
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice with Date Pickers than Manually entering dates. Some Custom Fields I Create i should be able to Customize in the All Invoices View. I Should have an Export Option to certain Fields which i Require not all the Zoho Invoice 30-40 Fields we have currently.
Invoice Time Detail from Projects
Are there any plans to add the ability to invoice time detail entries with Notes from Zoho Projects? I only see by Task or Project. I need to send invoices that show the detailed time entries with descriptions. Bruce Letterle Red Lab Media
Sort Stock on hand
Hello, Why isn't there a sorting feature for the stock on hand in the inventory? This should be a mandatory feature. Please implement it..
Reoccuring Invoice not able to have payment applied to it
When I create a new recurring invoice, I set the start date and click save but it does not create an invoice to make a payment toward.
Reconciliation Issue
I am working for a new client and learning Zoho at the same time. I inappropriately categorized a charge as an owner draw when it should actually be an advertising expense. Since that month has been reconciled therefore that item has been reconciled I cannot seem to change it. Any help appreciated!
Sale tax paid for imported goods
To whom this may concern, My name is Charles Boudreau from TBPK, a Zoho Advisor based out of Montreal, Canada. We currently have a specific issue relating to an importer. For each imports, there are 2 transactions relating to the payments of the goods ; Payment of the supplier ; Payment of sales taxes directly to the government. These taxes are then credits for the periodical reports. This means that they are transactions where he only pays sales taxes on goods he imported which mean that the
Zoho People Forms & Zoho Books Integration Projects & timesheets information needed
Hi Team, I was trying to clone the Form of Employee .Did the Following Clone the Employee form Disable the Standard Fields in Basic Info Created a new LookUp Fields to get Values from Employee form While Preview or in the Tab it shows the two Fields( Original Fields firstname emp id and last name though i disable them ) Is there i am missing something? OR Do i need to create a Form from the scratch to not show the existing system fields in the layout? Also I need to know if i can Integrate the timesheets
How do you account for merchant account fees in payments received from clients
Here's a scenario that is real for my company: 1. I send an invoice to a client for let's say $200. 2. They pay online using a credit via Stripe. 3. The actual amount deposited in to my account after merchant account fees is more like $197.50, for example. Do I have to change the original invoice amount to $197.50 to record a full payment? How do I account for the amount charged by stripe (or any credit card processor) of $2.50 in this example? Thanks, aj
Default settings in Payments received
Hi all How do I set the defaults in payments received? I 99% of the time get funds in via bank transfer to a specific account and would like to set that as default instead of choosing from cash/check/transfer and into which account each time. Where can I do that? Thanks
Email Packing Slip or Invoice to Warehouse Contact
Hi, I think it would be great if we could email the packing slip or invoice to the warehouse directly from Zoho Books. We use a 3rd party warehouse, so it would be helpful to just email the packing list / invoice directly to them when we want to process an order. Currently you need to add the warehouse as a contact for the customer to be able to email them directly. If we added the warehouse as a contact to every customer that would be very messy. Thanks! Allison
Changing bank feed URL
My bank was recently merged with another local company, and the URL for login/feeds is no longer working. I've changed the name of the bank in the settings, added the new routing number, but I'm not seeing a way to change the login URL. Attempting to login with the existing URL returns an error with a suggestion from Zoho that I remove the account entirely. Please advise how I can update the login URL for feeds or reassign this account to the new bank (which is likely already in your system).
Reset books to re-import from Invoice
i set my Zoho Books to import from Zoho invoice over a year ago to "demo Books" - I never got around to it and now I am ready to actually just switch over to Books from Invoice - but when I try to "import Invoice" I'm told it's already been done... but it's all old stuff in there. How can I reset my Books account to blank so I can start over? Thank youl. p.MsoNormal, li.MsoNormal, div.MsoNormal { margin-top: 0.0in; margin-right: 0.0in; margin-bottom: 10.0pt; margin-left: 0.0in; line-height: 115.0%;
Timesheet Calendar View - Visibility
I input timesheet hours using calendar view, but there seems to be a visibility issue when I click on days closest to the left (Sundays, Mondays). The input dialog itself is fine, but it is often hidden by the left hand menu. This happens even when the browser window is open full. It would be great if the input dialog could minimally find a space away from the left hand menu. Or the left hand menu could minimize when not in use.
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