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Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we ca...
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Working on it
Hello, I think that this may be too much to ask right now, but would there be a chance that all your accounts, contacts, products & quotes/estimates from Zoho CRM integrate ov...
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When customers need to pay by bank transfer I need to send them a Proforma Invoice with our bank details. I am unable to work out how this can be done.  It needs to be done at...
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Answered
I need to set up periodic sending of customer statements.  I can't find this in Zoho Books?    
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  • 1 year ago
Answered
when creating a bill or invoice, when i click on a line item and start typing, the search is really bad. it only finds the items if i type it exactly how the item is named. it...
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Answered
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my pa...
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Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up a...
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A word of caution for anyone thinking of trying the integration. This might save you loads of time.  SHAME this isn't clarified in the guidance notes.  THE MAIN PROBLEM AREAS ...
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Maybe later
I'm seeing the following in my feeds, and wonder if there's an estimate on when this will be complete? We are unable to fetch bank feeds from this bank as they have asked our ...
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I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to s...
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We are about to upgrade our zoho crm and would consider using zoho books if it includes a payroll option.
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Can bank statements be downloaded into Zoho Books for bank reconciliations?
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 Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice genera...
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How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoic...
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In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see th...
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We are finding it difficult to decide the best way track project expenses in Zoho books and would like to know how other users are handling this task. We provide Professional ...
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My husband's not real computer-savy.  I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's r...
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Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom functi...
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I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is N...
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How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" i...
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