Expense widget
Hi, Really enjoy the product! I do have a feature suggestion (hopefully I'm not just missing it somewhere). Expensify has a Google Chrome widget that takes screenshots of online receipts and automatically imports them into their software. This saves a good bit of time as opposed to printing or taking a manual photo of the receipt. Is this something that could be implemented? Thanks, Craig
template header shows blank fiels
Hello, I'm customizing the header of a standard template. Normally a blank field should not show up on an invoice. But when I generate an estimate or invoice the field: %CustomerBState% remains on the invoice. Before I did not have this problem, but maybe somewhere I changed a setting?
Issue with Zoho books Dashboard
Hi I'm having problem with Zoho books for the past few days. The information: A/c Receivables, Income are not reflecting the correct value. Eg in Account Receivables it is showing a figure which is not the sum of all unpaid invoices. Even after settling the invoices, the value in AR still remains. I went further to delete all the unpaid invoices but AR was still showing the value. Please advise if there was something done recently that caused such an issue.. getting very annoyed with Zoho books!
What's the best way to check all expenses have receipts attached?
I'm new to Zoho Books & was wondering if there's a way to include "is there a receipt attached" in a report or list or some other method for checking that I've captured receipts for everything? Thanks!
Auto-Charge Now Available for Authorize.Net Customers
A month ago, we had introduced the Auto-Charge feature in Zoho Books and Zoho Invoice. A nifty feature which allowed users to charge their customer’s credit card on a recurring basis. At the time of launch, we had partnered with Stripe and since the release, our inbox has been full with requests to integrate with other popular payment gateways for this service. We’re happy to announce that Zoho Books and Zoho Invoice now supports Auto Charge feature for Authorize.Net customers. Existing users
Exporting 1 invoice
Is there a way to export only 1 invoice in CSV instead of having to export them all at once and filter through them? Ryan.
Not able to create zoho books estimate in crm
I am having trouble with the Zoho books portal inside Zoho crm. Inside a contact I go to create an estimate with the Zoho books portal and my items in Zoho books do not show up. It just says no items found, although I have thousands of items inputted it Zoho books. Could someone help.
Syncing Questions
Is it possible to sync my Square Register with Zoho Books? If so, how? I am going nuts trying to figure it out on my own...
Inventory - Basic Question - Reduce quantity trigger
Hi, I am just adding inventory for the first time to our system. Can you confirm when the inventory quantity is deducted? Is the quantity adjusted when you SEND the invoice to the customer or when the customer actually PAYS for the invoice? I ask because I have open invoices (sent but not paid) and I am not sure if the items in the open invoices should still be counted in the inventory total. If the inventory trigger is PAYMENT, how does zoho deal with inventory for partial payment? I sent an invoice
Why are people getting so angry?
I've read post after post on here where people make some sort of feature request then get really upset when it is not implemented on the timeline they deem acceptable. I don't understand it. Zoho is $29/month for UNLIMITED users. Compared to the competition that is nothing. You want a full fledged cloud accounting solution? The leading vendor in that space starts at $99 for the first user and $49 per user after that. As you add more users and modules those keep adding to the price. Quickbooks
Estimates total
Is there any way to get the total $ of all my estimates that were entered in the system?
Zoho CRM and zoho books Integration issue
I cant seem to find why, I cant integrate the two services, the link is made contact is shared but in zoho CRM in the contact windows where the you have the contact view, there is a field where you should have a zoho books section ifon with in zoho CRM and it says.. Insufficient Privileges to perform this operation. Contact your Administrator. . This is on the administrator page. I cant seem to find the setting to reverse that privilege.
Can you mix billing methos
Hi I do numerous monthly projects for the same client. Some are hourly, some are fixed rate. Can you add both to the same invoice and if so is there a work around. Or why not? Seems bizarre that you can't
Banking Outstanding Transaction Report
Is there a quick way to report on banking transactions that remain un-reconciled? It makes it easier to spot potential duplicate transactions and would expedite unclaimed property filing requirements. Thank you.
ZohoCRM & ZohoBooks Contacts Bi Directional Sync
Hi. I was wondering if you guys plan on making the contacts bi bidirectionally synced between books and crm?
custom fields in email template
I created my invoices with 5 custom fields. I need custom field 3 to show on the email template for sending invoices to my client. I see %name% type fields to place in the template, but what is the field names for the custom fields? Or, is that even
Vendor Statement
Hi, I really need to be able to create a Vendor Statement. I can see the functionality for Customers, but not vendors. Are you planning to introduce this as a feature? This is critical for my business. thanks
zoho books issue with invoice template
I created my invoice in templates and have it almost where I want. One of the features I need is to add my bank account information at the bottom, under 'thank you for your business' Since I don't include that info for all my clients, I manually add it when I create the invoice for that particular client. I add the account info as a note with 'thank you for your business'. However, when I preview or save the invoice, this account info appears above the item line, right under the client address!
Creating invoices of different currencies (API)
Hi, I understand that in order to create invoices in a currency other than your base currency, that currency must be assigned to a contact and then an invoice created against that contact. In the web interface, I can see how this is done. However, I do not see how this can be achieved via the API (though I was assured it could be by a customer service rep when first enquiring about the limits of Zoho's API). Can somebody advise RE assigning a currency to a contact via the API through which they are
Print MIS
We want to buy a Print MIS software, most Print MIS has API with Xero, but I cannot find any Print MIS has linked with Zoho. Is any one know a Print MIS has API with Zohobooks? Thanks
VAT Tax Report
I'm really disappointed that Zoho Books is not yet suitable to generate a UK VAT report. I will have to stick with my Excel format report. Even for a small business like mine Zoho Books does not have the flexibility. So you'll never attract any larger
Payroll manual journal entry
I am trying to figure out the best way to make the journal entry for payroll. I would think I could do the following, but it won't let me make a journal entry against a bank account Business Checking -XXXX.XX Payroll period 11/01/2014 - 11/30/2014 Payroll Expenses: Wages XXXX.XX Regular Wages Payroll Expenses: Reimbursements X.XX Reimbursements Payroll Expenses: Taxes XXXX.XX Employer Taxes Payroll Expenses: Health Insurance XXX.XX Benefit Expenses For Health Insurance Payroll Liabilities
the zsc key or email address entered is incorrect. please enter again.
By mistake, we changed the ZSC key on CRM, the sync on Books got problem. Pls. advise how we can update the key on book integration? we tried to click enable integration, but it pops up with error "the key is incorrect, pls reenter the key..", but where and how to enter the key? Jack
Importings sales ordres with ship-to information
Hello, Is there a way to use the import sales order function also importing ship-to information? I am doing a lot of drop shipping for my customers and it would be very helpful if I could import their sales orders which includes ship-to information. Thanks, Jens
Need Payroll To Be Excluded On Income & Expense Reports
Hi. We have a very small company with only two people and would like to only show our expenses and income and not our payroll expense; as there are days we don't get paid. Having this said we would like to use the income and expense reports as a basis to determine our salaries without them being displayed as an expense still. Any ideas?
Importing Invoices in Books
Greetings, I'm currently working on integrating/merging Books + Subscriptions with a custom third-party billing application via API, and need to import several thousand customers, and close to 100,000 invoices. Importing customers via CSV works fine, but when I import invoices via CSV, it duplicates all the existing customers, and then adds the invoices to the "new" customer. Any way to make it add the invoices to the existing customers that I've already imported? Setting "Customer Name" field in
converting sales orders to invoice
I run a business buying and reselling parts -we send a quote - my customer sends a PO - we raise a sales order and send them a confirmation (I put their PO number in the reference field) - we send the invoice when I ship the product what I see is that when I convert from a sales order to an invoice a) the customer PO number does not get put on the invoice- and also b) on the invoice there is a reference for PO number, but this number is actually my sales order number am I missing something here-
Year End
Hi Folks, We are new users to Zoho Books and our Accountant has raised a Year End question that we haven't been able to find definitive answer to so we'd appreciate your help please. Will we be able to access all data, including saved documents, for prior years? Currently we are attaching scanned invoices, receipts, etc., to transactions and then destroying the original. We are legally obliged to keep these records for 7 years. Many thanks for any assistance!
General text field in estimate template
We'd like to add a text field in the estimate template, just above the item and description list. This would serve as a summary description of what is being proposed/estimated in the items list. Is there a way to do this?
How to record recurring credit card payment?
I purchased some equipment for my business on a credit card which carries 0% interest for 12 months. I recorded this purchase in the appropriate account as an expense. Now I'm trying to set up either a Recurring Bill or a Recurring Expense to reflect that I need to pay a specified amount each month. To make the math simple, let's say that I purchased $1200 worth of equipment and I need to record a $100 payment each month for 12 months. What's the best way to reflect this payment in Zoho? If I set
Invoicing in multiple currencies
Hello there, I have 2 questions: 1) Can I generate invoice in multi-currencinces? I mean the invoice should include the item's price in the base currency along with the equivalent of the 2nd currency. 2) If i linked a PayPal account and after a while I changed my PayPal setting (from PayPal site) like changing the primary card, does this need an update from zoo books or nothing to updated? Thank you Abdulrahman
Accidental personal spend on credit card
It seems like this can't be categorized as Owner Draw, instead only expense or bill payment. How should you handle someone accidentally spending say in a grocery store using their business credit card?
Purchase Order
Is there a way to cancel purchase orders?
Tax Label Duplication
I have tax item called VAT14.5 which i used add manually at the time of item creation. Now I am importing items using the csv template. In the sheet I list tax name as VAT14.5. When I do this a new duplicate tax label of VAT14.5 is getting created rather than using the existing VAT14.5 So sometimes, an invoice has two VAT14.5 rows. How do I resolve this?
Invoice Export
Is there a way to limit the date range of exports? Monthly we need to generate a quick report showing all the invoice details in a spreadsheet. The Export capability by default exports the entire invoice history. To date we've been using this approach and then manually deleting all but past month entries out of the spreadsheet. The issue we just faced when trying to generate our report for September is that the output spreadsheet now cuts off at 10,000 lines. We're missing our most recent data.
Associate Books Customer with existing Stripe Customer for Auto-Charge
We have hundreds of customers already entered into Stripe. Books creates duplicate Stripe entries if we re-enter the info in Books for auto-charge. Is there a way to associate a Books customer with an existing Stripe customer? Maybe you can add a field in Stripe where we can enter the Stripe customer key.. We can't use the system with it creating duplicate Stripe accounts as it creates a management problem.
Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most
add attachment icon in bills view
Is it possible to see the file attachment icon in the bills view, like in the Expenses view? If not, do you plan to implement this? Thanks!
Couple Questions
Hello All, These days I'm around here a lot since I just subscribed to zoo books and thanks god for the great system it is easy to setup and use. I have couple questions as following: 1) Is it possible when customer accepted an estimate to create a sales order instead of creating a bill? I'm not sure how global are being used the sequence but in Saudi Arabia we used to do the following: - Sent the estimate to the customer - Accepted - Sales order generated with the payment instructions
Is it possible to have more that one "cost of goods sold accounts"
We sell goods that require multiple subcontractors to finish the each job. Is it possible to have multiple "cost of goods sold" instead of just one. We would like to set up multiple COGS for example: one for materiel and one for each subcontractor we hired to complete the job. That way we could generate 1099 reports for each subcontractor. We want to accomplish this so that all of the COGS are still showing up as COGS in profit and lose report. Is this possible?
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