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:
1. "Print check" option doesn't seem to exist. How do I enable that so I can see if it will work for our checks?
2. Let's say I receive a half-dozen checks in the mail. How do I generate a deposit slip so I can take these to the bank?
3. Everything we purchase from our suppliers has GST (a 5% goods and services tax) on it. Is there any way of making this the default so I don't have to manually select this tax each time?
4. I see that inventory items can have a reorder point...awesome. However, I've generated test invoices that brought my stock level down to negative amounts but didn't get any alerts or automatically generated purchase orders or anything. How does this part work?
5. Before I realized inventory tracking wasn't enabled, I created some items. Now I can't seem to add "track inventory" on these items.
6. Is it possible to generate custom reports in Zoho Books?
7. How much integration is there between Zoho CRM and Zoho Books? Can I have an event in CRM create an invoice for review in Books?
8. If I enable Zoho Books on my live data that's currently in Zoho Invoice, will I be able to downgrade back to Zoho Invoice if we determine that Zoho Books isn't ready for us yet?
Thanks for any and all info.