Zoho Book - Poor reliability

Zoho Book - Poor reliability

To Whom it May Concern:

Why do we have constant problems every 2-3 weeks with Zoho Books. The problems primarily are:
- Bank feeds inaccurate.
- Amount in Zoho Books inaccurate
- Categorizing deposits and withdrawls are not reflecting properly (a transaction that is part of a larger deposit gets dropped from categorized some time after initially categorizing with other deposits)
- Total amounts in different headings like Amount in Bank, Cash Flow, Total Receivables..... are inconsistent
- The web interface is horrible, when scrolling and selecting an option in a drop down box the site auto scrolls up and selects another option instead of what I clicked.
- Bank feeds fail to fetch random periods of time and problem is discovered months later making it difficult to go back and rectify
- The past week, Bank feeds error saying cant fetch exception code:427. There are NO promotions that I have to click through that would be preventing fetching of transactions. I've deleted all notifications, all alerts, everything that could be affecting this error.

One of the most frustrating things is I always get " we will have this escalated to our third party service provider" and "we will contact you tomorrow". 
I have a business to run and when these issues in large part have been brought up two years ago, why are we still having the problems!!!! Tomorrow never comes, If I get a call its to tell me again "we will contact you tomorrow" and its a never ending cycle. Zoho says they have 24/5 customer support but let me tell you that this is NOT TRUE. Besides not supporting and pushing me off to another day every time I call, they are frequently unavailable at 3PM PST Mon-Fri. Let alone in the evenings. 

I guess the purpose of this post is to draw attention and hopefully get Zoho to fix the system as I have a business to run and could not care less about the challenges of Zoho, they either can aid in my business developing or they can harm me. I know this is being posted in Zoho Books, but I also have other services such as Zoho Support and that is even more of a nightmare with problems such as invitations not working, inability to enter time accurately AFTER the time has been performed and more. Zoho's response to this is "Lets trouble shoot the support ticket system that we sell you so you can trouble shoot your clients" <---- Are you kidding me? Zoho wants me to trouble shoot the trouble shooting platform? 

Comparatively  speaking, the amount of money we pay for these services is inexpensive until you realize that we are paying for these problems and for a solution that is not polished very well to accomplish what it says it does. There are going to be issues, how you handle those issues says allot. How often the issues occur says even more. 

This is my call to beg Zoho to correct the issues and to provide the services in which I pay for (no discount, no free services here) in full. To also stop having issues every 3 weeks. If not I will certainly move and dedicate the time I save with another company, to reviewing and letting everyone I know and can reach that Zoho is a complete nightmare to work with. I certainly can take a few minutes every week and post somewhere my experience with Zoho. 

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Is there a way to request a password?

                                                                                                            We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,
                                                                                                          • Single Task Report

                                                                                                            I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the
                                                                                                          • Auto-response for closed tickets

                                                                                                            Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed
                                                                                                          • How to Push Zoho Desk time logged to Zoho Projects?

                                                                                                            I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated
                                                                                                          • Cannot access KB within Help Center

                                                                                                            Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
                                                                                                          • Export to excel stored amounts as text instead of numbers or accounting

                                                                                                            Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                                                                                          • why my account is private?

                                                                                                            when i post on zohodesk see only agent only
                                                                                                          • Getting ZOHO Invoice certified in Portugal?

                                                                                                            Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
                                                                                                          • 500 Internal Server Error

                                                                                                            I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.
                                                                                                          • Client Script | Update - Client Script Support For Portals

                                                                                                            Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
                                                                                                          • Professional Plan not activated after payment

                                                                                                            I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a
                                                                                                          • how to edit the converted lead records?

                                                                                                            so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
                                                                                                          • Auto Update Event Field Value on Create/Edit

                                                                                                            Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'
                                                                                                          • Pre-orders at Zoho Commerce

                                                                                                            We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
                                                                                                          • Constant color of a legend value

                                                                                                            It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
                                                                                                          • Zoho Pagesense really this slow??? 5s delay...

                                                                                                            I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?
                                                                                                          • Payroll and BAS ( Australian tax report format )

                                                                                                            Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
                                                                                                          • Problem with Email an invoice with multiple attachments using API

                                                                                                            I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only
                                                                                                          • Page Layouts for Standard Modules like CRM

                                                                                                            For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a
                                                                                                          • Non-depreciating fixed asset

                                                                                                            Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
                                                                                                          • Fixed asset management

                                                                                                            I want to know if there is any individual module for fixed assets management
                                                                                                          • One time sale item in billing automatically detects as service

                                                                                                            if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.
                                                                                                          • Project template after project creation

                                                                                                            How can I apply a project template AFTER the project has been created?
                                                                                                          • convert the project to templet

                                                                                                            i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
                                                                                                          • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

                                                                                                            In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
                                                                                                          • Related Module in Sharing Rules

                                                                                                            Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
                                                                                                          • Assignment Thresholds Resetting After Lead Conversion

                                                                                                            Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
                                                                                                          • Zoho CRM Analytics - Allow To Reorder Dashboards

                                                                                                            I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
                                                                                                          • Territory view for custom modules?

                                                                                                            I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 
                                                                                                          • Zoho Books - How to Invoke a Custom Function in Schedulers

                                                                                                            We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
                                                                                                          • Approval Process Comments

                                                                                                            Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?
                                                                                                          • Login for test case

                                                                                                            Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.
                                                                                                          • Zoho / Outlook Calendar sync

                                                                                                            The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
                                                                                                          • Please make it easier to Pause syncing

                                                                                                            right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
                                                                                                          • Customer members area

                                                                                                            Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
                                                                                                          • Zoho Books-Accounting on the Go Series!

                                                                                                            Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
                                                                                                          • Desktop app doesn't support notecards created on Android

                                                                                                            Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                                                                                          • Notes created in mobile can no longer be accessed in desktop

                                                                                                            Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can
                                                                                                          • Function #49: Manage varying installment payments using Zoho Books

                                                                                                            . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?
                                                                                                          • Zoho Writer - Option to Export as .zdoc format

                                                                                                            I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
                                                                                                          • Next Page