Multiple problems and they never get resolved

Multiple problems and they never get resolved

Zoho Problems as at 31.01.2021

1)    Orders placed on Amazon, do not sync through from Zoho to quickbooks online correctly with correct taxes. So none of my orders from Amazon are in QBO. I now have over 7 months of transactions missing from my accounts- so I have no idea about the status of my accounts.

2)    If an invoice from Zoho doesn’t sync through to QBO, (and believe me this happens for multiple silly reasons) you receive no warning or alert. So unless you search through activity logs, or constantly run tables of invoice numbers in QBO and zoho to find any gaps you are none the wiser, and again your accounts in QBO are meaningless as so much data is missing, but the alrming thing is you don’t even know that!

3)    Packing lists are so basic that your customer, on receiving a parcel, cannot see how many items they ordered and how many were shipped. They only get a list of how many were shipped, so they have no idea if the items not listed have simply been missed of the order, or if there is a stock issue. You need 2 columns- qty ordered and qty shipped

4)    This links into the fact that you cannot have a zero qty line item on an invoice/ packing slip- so again, the customer has no idea if you simply missed the item off the order, or it was OOS

5)    The next invoices in a sequence automatically toggle to ‘Vat Inclusive’ after an order from Shopify or Amazon has come in. This would not be an issue except that Zoho does not understand the basic principle that the overall value of the invoice should not change but the item prices displayed will change. So you have an item which is £5.00 ex VAT. If you choose to display prices as Including VAT it should then show as £6.00.  This is how other accounting software such as quickbooks/ XERO etc  works . So the overall invoice total shouldn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that- so if you don’t notice that that option has been toggled without your knowledge, you land up with piles of invoices sent out to clients with the total value too low, because that switch has been toggled, and effectively the customer has not been charged the £5.00 + vat or £6.00 inc VAT. They have suddenly been charged £5.00 inc VAT!! I have tried to explain this to ZOHO but they don’t seem to understand it. The only reason I picked this problem up is that I noticed when customers were making payments, which I was recording in Zoho as instructed, that the payment wasn’t able to allocate in QBO, because some of the invoices were ‘missing’ in QBO. On investigating why the invoices were missing in QBO, I discovered that they had not exported from Zoho due to being toggled to ‘Vat inclusive’ which QuickBooks didn’t accept because the overall invoice value was wrong. Again, there was no warning message that the invoice had failed to export to QBO!!

6)    Zoho Doesn’t handle VAT Inclusive/ vat exclusive correctly. So you have an item which is £5.00 ex VAT. If you choose to display prices as ‘Including VAT’ it should then show as £6.00.  This is how other accounting software such a QuickBooks works So the overall invoice total doesn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that, and I have lost hundreds of pounds as customers have been sent invoices with the wrong values, and paid them, and then refused to pay when I have noticed and corrected

7)    ZOHO and QBO don’t talk the same language with VAT – sometimes invoice totals differ by a few pence in quickbooks and Zoho – and so payments don’t allocate correctly in QBO

8)    ZOHO reports are not suitable for managing inventory:- so for example, you receive an item into stock and you know lots of people are waiting for it, but you have no way of running a report to find out who is waiting for it?? You can see there is X qty of committed stock- but can you see who it is for? NO? This is supposed to be inventory software. In quickbooks you can see how many items are on back order, and then drill down on that qty and see who is waiting?

9)    Zoho workflow for PO is too rigid, such that you cannot actually keep track of what inventory you have ordered and what you have received! So for example, you place a PO for 3 line items. The vendor issues a bill for those items, you pay it, and they commence manufacture. However, they may ship some of the order by air, and some by sea (perhaps you are in a hurry for it or perhaps they could not make everything at once? 0 But Zoho will not let you make a partial receive if the bill has been issued- Unless you divide it into 2 bills, or delete the bill and payment,  Which is not feasible as you paid the whole bill up front. And deleting the bill in Zoho does not then do that in QBO_ so again your accounts are inaccurate! You should be able to choose how many items you receive and when- after all this is inventory system not accounts system!! I chose ZOHO because it was listed as integrating with QBO- but there are SO many flaws in this integration.

10) I can’t seem to run reports to show average monthly sales of items?

11) There is no option to decide at which point physical stock has ‘left inventory’ so you cannot keep track of stock if several customer order the same low stock item on the same day- you will only be aware of a problem at the end of the day when you ship all the parcels. I would like the option to set my inventory to reduce once I have made a packing slip or invoice, so as soon as it is allocated to one customer it is no longer available to allocate to another. At the moment the default is that it leaves inventory only when the parcel is  actually shipped which causes me lots of problems   of overbooked inventory. 

12) If you offer discounts on a bill, there are no VAT codes for this. 

13) If you have items in a group with 4 colour variations, and 10 sizes and then you decide to add another 2 colours to your collection, there is no way to add these options. You. Have to create a new group and make the 20 new items, and then move them to a group. Again, crazy- this is supposed to be an inventory system capable of handling variants!

14) There are regular updates,  (refreshes) but we never know what has been updated, and frequently these updates cause a random problem- we need to know what we are updating when we press that yellow ‘refresh button’ 

 

 

I know there are many other problems I face on a daily basis, but these 14 really make Zoho very difficult to use on a daily basis, and the number of errors I have in my accounts is huge.  I have been struggling away with Zoho since June 2020, and I am now very much regretting my choice and want to change to another provider, but I cannot even do that as I do not have a full set of accounts to export. SO I am stuck. I am probably the only person in the world thankful it is COVID times because my business is quiet enough to struggle along with these problems but honestly, the stress it is causing me!!  I Have had multiple support calls with various member of the team, and I am often told – ‘this is almost ready be patient’, or ‘no, this is not possible right now but we will tell the development team.  At this stage I would not recommend ZOHO to anybody. Which is sad. - I like the guys and  when I first started testing it I thought it was fab. But as I tried to run my business, more and more problems revealed themselves!

    • Recent Topics

    • Zoho CAMPAIGNS working hours

      Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, D

    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

    • Create Receipt of a Donation (not a sale)

      We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction

    • Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

      For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to

    • New Custom View -Sorting the Custom fields

      While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to

    • Grouping Undeposited Funds to Move to other accounts

      In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should

    • Sync your CRM Tasks with Zoho Projects

      Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,

    • Zoho CRM strips whitespace in text fields

      When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?

    • Custom Button makes scroll bar go down in report

      I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked to

    • Quickbooks Integrations Stopped Working

      All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.

    • Incorrect Functioning of Time Logs API (Version 3)

      We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the

    • Dynamic image in form works in the app but not on the customer portal.

      img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");

    • Uplifted homepage experience

      Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

    • Approval Workflow for Purchase Orders Abrir

      The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can

    • WeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?

      Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,

    • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

      Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

    • Undo article like/dislike

      It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, Helen

    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

    • Tax in Quote

      Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

    • Dynamically Fetching Lookup Field Display Value

      I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

    • Stop Scrolling, Start Asking: Meet Zia for Your Files

      Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not

    • How do I open MSG files in Microsoft Word?

      If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy

    • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

      Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.

    • How to add packing & forwarding charge in purchase order & quotation???

      Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2

    • How to create a boxplot chart in Zoho Analytics?

      Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?

    • What are the create bill API line item requiered fields

      While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

    • Budget function?

      Has there been any progress on the development of a budget function in Zoho Books / Invoice? It's impossible to grow/run a business without some kind of budgeting. If I've missed something, apologies, but there seems little point in using Zoho Books without a budgeting function. Otherwise, I'm very impressed with the Zoho apps and the support. Keep up the great work.

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • When Does WorkDrive integrate with Books?

      When Does WorkDrive integrate with Books?

    • POP mailbox limits

      If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?

    • Warranty Service and Repair in Zoho FSM

      Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform

    • SPF: HELO does not publish an SPF Record

      I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • Regarding the integration of Apollo.io with Zoho crm.

      I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

    • Actual vs Minimum

      Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM

      Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal

    • Next Page