Actual projects within Books not related/synced with Projects
We're finding it difficult to wrap our minds around the methodology of why the project tracking in Zoho Books is not synced/part of/related to the Zoho Projects app. The Projects app is so much more robust: Milestones, Task List, etc. (not avail in the Books projects section) are very helpful for clients to see and collaborate on. Any idea if this is on the roadmap to link these two apps? Any suggestions on ways around having to get clients to "log in to view your estimates/invoices/projects/tasks
Can't cc additional contact when sending invoice. Why?
I am trying to send an invoice to my client but also want to CC their boss. I do have both persons in my contacts but for some reason when I start typing the boss' email into the CC field, it doesn't give me the suggestion as it normally does. Is this
Can charge a card, but not save the same card
I need to enter some cards for clients who are on autopay. We are using authorize.net (who are ridiculously unhelpful). I can run Mr. A's card. But if i try to run and save it, it won't go through. If I try to go to his contact page and "add new card" it won't save it. Tried with about 3 clients, all different card types, no luck. Zoho says my error code is "E00027" which authorize.net's website says is something about australia processors, which isn't us. Zoho help also says its something about
Custom Field as header- large font on a one field on a customer template
I use a custom template (invoice) to create shop floor work orders. They show only the pertinent information for the shop and are uncluttered by unnecessary info. We utilize custom fields for modifiers, order dates, and dimensions. One of the custom fields
Integrate Zoho Books to Zoho Project
As of right now the invoice aspect and the projects are completely separate. Both functions exist is both Projects and in Books, but Projects is more elaborate, and the invoices created in Projects do not sync with Books. I would be great if I could connect a project from Projects to Zoho Books project and vice versa, so the invoicing is seen together as well as the time tracking for billable, and nonbillable hours. This would also allow the same portal to be used for projects and Estimates/Invoices
This "pop-up" window adds no value
and just gets in the way, and slows things down by adding an extra click.
Dot matrix printing option a must
I really feel an accounting software must have a dot matrix printing option, pls try to develop this is as early as possible. It will be very helpful to many current users and would attract many new users. Attached file to show the print. About me - using zoho for SME on mac
Show when an invoice has been viewed
It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?
INVOICE WITH NO EMAIL
WHY CANT I MAKE A INVOICE WITHOUT HAVING TO SEND A EMAIL MOST OF MY CUSTOMERS ARE OLDER GENERATION AND MOST OF THEM DONT HAVE EMAIL SO WE SEND INVOICES REGULAR MAIL OR PRINT IT OUT RIGHT THEN WHEN WE MAKE INVOICE I DONT LIKE HAVING TO SEND IT EMAIL BECAUSE I HAD TO USEMY EMAIL ADDRESS FOR 90 PERCENT OF MY CUSTOMERS THAT DO NOT HAVE EMAIL ADDRESS AND WE ONLY TAKE CASH AND CHECKS AS A FORM OF PAYMENT SO THE EMAIL IS USELESS TO ME AND MY CUSTOMERS I SEE ALL THESE NEW IDEAS BUT THERE HAS GOT TO BE A
Amount field Sum
When itemizing expenses, it would save manual (human) calculation time and errors if the field AMOUNT was able to calculate. For instance, in QuickBooks when splitting expenses, the amount field I could type in for a calculation "200-50 return or tab"
Recurring deposits not from an invoice
How can I create a recurring bank deposit that is not the result of a bill or invoice?
How to handle failed NEFT/IMPS transactions while refunding Advance / Credit Note Payment
I received Advance payment against Retainer Invoice from my client. But Retainer invoice needs to be cancelled and Money to be refunded. While I tried to transfer money to my client it failed thrice due to wrong account detail. How do I make entry of
Invoices from CRM not showing in Books
Hi, we have an integration between CRM and Books. Contacts and accounts are synced, but the invoices not. We had checked that the Sync Transaction Modules is active, but still, there isn't any invoice in Books. What do we do?
SALE ORDER WITH CUSTOMER PURCHASE ORDER NO AND DATE
HI ANY ONE HELP ME TO ADD IN SALE ORDER CUSTOMER ORDER / DATE TO BE ENTER SO THAT WHILE CONVERTING TO INVOICE MY CUSTOMER PO AND DATE SHALL BE AVIALBLE
Late fees drop down
Good day team, would love to see late fees implemented in zoho book just like in zoho invoices! i know there is a workaround with automation but it is not an ideal fit. just my 2 cents
[ZOHO BOOKS API]: Create Item with custom columns.
Hello, I our Zoho Books account we have created for every item custom fields(columns) related to our business such us: Color. Also we have integrated Zoho API to sync our app and zoho. Now we have a problem when creating an item using this api: https://www.zoho.com/books/api/v3/#Items_Create_an_Item We try to past custom column value, but it seems that zoho ignores that. API documentation does not says anything about how to handle this problem. My question is: How we can add custom item field
Peru IVG tax
Help! I think this is going to be my big issue with Zoho. If I can get past this, I think the rest will be smooth sailing. In Peru there is a 18% IVG tax. I think it might be considered some form of VAT. When we send invoices, we bill for the price of the product and nothing else. The price includes the tax. However, the invoice must show the total (eg. 720) and also show the IVG tax amount ($109.83) and the value sold "Valor Venta" of $610.17. How do I get this to work correctly and show
Report - Sales by sales person report
Hello, Is it possible to add the product name that each customer bought when generating a sales by sales person report or an invoice details report? I have all the columns I need bar the product name.
What is the different between Zoho invoice and Zoho book
Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks
Zoho Books cannot connect to Fidelity Account
Zoho books cannot connect to Fidelity Account.
Related lists
Hey Zoho guys, This new tab of " Related list" sounds intriguing, I need to know urgently ! What are your plans for this new tab/feature - I can imagine some really magical self indulgent links etc but nothing is yet showing for me - do, please give us
Change names of Option items in custom field drop down items
This little bug is a pain to be stuck with. We create custom field as with drop down options , then as soon as we use the field, cannot change the name. The reason for changing the name is to make it readable in reports and views. So we're stuck with some three word options which create a huge column in spreadsheets. If the column is shrank, the options are not decipherable. We have learned to make our options with 3-5 characters which are identifiable , but due to previous sins we are stuck with
Advance notice of recurring expenses
I am coming to Books from Quickbooks Online where a recurring expense can be configured to appear in the bank register a specified number of days ahead. This is very useful for planning and budgeting. Is there a way to do this in Books or can it be added in the future? A screenshot of the Quickbooks feature is attached.
Show project group on invoice along with project name
Our invoices have to be setup with multiple project groupings on one invoice. I have not be able to replicate the below structure on an invoice. Would it be best to try some sort of custimization or interface with Creator to create an invoice that is setup as shown in the following example: Project Group A Project Name A Description of Project A John Doe 5 100 500 Jane Doe 4 100 400 Total 900 Discount 400 Project Group B Project Name B Description of Project B John Doe 3 100 300 Jane Doe 2 100 200
Option to enter and sear HSN in bills.
While adding an item in purchase bills entering and searching HSN is not available. There is only option of SAC. Kindly provide this feature and meanwhile give me a way around.
ICICI Bank eazypay Setup | Business & Sub Segment
Business segment and sub segment is not available in the options both at the registration page at Zoho as well as the further registration page when redirected to ICICI’s website. Our business segment – Architects
Zoho Books - Fonts for printing LX 310
I am using a LX 310, the invoice prinitng in Zoho Books is not clear. Hence need assistance, on the setting that should be used in the invoice template for Zoho books, the font size and format to be used to get a clear print.
Report customizations
Hi, We need customisation facility here at Z books. just like CRM , we should be able to create user defined reports using the fields created in the forms. This is really be helpful in reducing the gap between Zoho's reports and Other product reports
Vendor for every store and restaurents expense
Herllo everyone, As a sole proprietor, I end up with a lot of expenses from coffee shops near my home and online stores like Amazon, for little miscellaneous purchases while I'm working. It seems absurd to create a Vendor record for each of these retailers
Are you able to change multiple purchase cost at a time for one asset?
For example, if I have multiple entries of the same asset with purchase cost of 10$ and I wanted to change all of the entries of the same asset to 20$. Am I able to change all the values at one time? Or do I have to edit each entry?
Docs - add to bill
When we create purchase orders, some suppliers use the PO number & others use the PO reference on the delivery notes & invoices. This can cause a little extra work by having to search the PO's if they use only the PO reference, a simple request for you
Invoice level profitability
We use Zoho books for invoicing and creating Purchase orders. However, there is no way to calculate profitability at each Invoice level as there is no way to connect an invoice to a PO. Tags is one possible solution but the challenge is that there are
How To Setup SMS Text using Webhooks and Third Party SMS Provider
We have been using the Enterprise version for several years now. We use workflows to automatically email prospects and customers during different phases of the sales and customer service cycles. It works amazingly well, but we need more than an email sent, we need SMS. I've tried contacting Clickatell, Bulk SMS, etc, but they are no help in getting this to work. Neither is Zoho frankly. Has anyone done this? I'd be happy to pay someone to help me get this functioning. Thank you!
Invoice Level Tax and importing invoices from a csv file
Hi I am trying to import existing invoices from a csv file into Zoho Books and get this error for the entries in "Invoice Level Tax": Value in the field does not match with the data type supported by us. What data type is supported for this field? (I have tried entries like "GST" (an existing tax name), "tax", "taxable"). Thanks in advance!
Paying multiple invoices for a supplier
The company has multiple purchases and multiple payments during any given month. The following month, the Company pays all the oustanding invoices with one check. Is there a way to apply one payment to multiple invoices. Thank you
What is recommended way to process Indian Payroll?
I understand Zoho Books doesn't have Payroll feature yet, and the one in beta seems the US only. So probably Indian PayRoll may take very long time! We want to record per-employee payroll every month. We have around 50 employees. For every employee, every month, we want to record: Earnings (we can skip breakdown such as basic/TA/DA, incentives, paid leave deduction) Professional Tax (Maharashtra) Provident Fund (employee and employer contribution separately) We do provide advance salaries/zero-interest
price list import problem
I am trying to import a price list. But not successful. The error is: CSV-Kopfzeilen dürfen nur Artikelname, Preislistentarif und Artikelpreis enthalten. Bitte überprüfen Sie die Kopfzeilen. It is in German, but it means, CSV header is only allowed to be Artikelname, Preislistentarif andArtikelpreis. I don't know where is the problem. I have checked my file. It does contain only these three column headers. I have even deleted SKU column, which is included by the exported templates..
Automatically move time from child to parent companies
Automatically move time from child to parent companies automatically on certain day of the month. We have clients which have multiple subsidiaries. They need one invoice for all their clients. Is there a method via deluge scripting or some other way to
Sending Estimate Email Automatically in Zoho Books and marking it as sent
I am using a form in Creator to create an estimate in Zoho Books. Is it possible to have the estimate automatically e-mailed to the customer when the estimate is created, and also mark the estimate as sent?
Getting crm account id from zoho books api
I'm trying to get a list of contact from my zoho books in hoping that it would also provide me the crm contact/account id for each books contact but I am not able to. Is there a way to get a list of my contacts (from zoho books) which also include the crm account id that each books contact associated to ?
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