New Books does not offer Shipping Address Change on the fly
This is a heads up to new comers and those that have not tested the new version out yet. The nw version of Books does not allow for changing or adding a different shipping address for a customer. This is frustrating: Anyone that works with customers that order but, have the order shipped to a new address will have to change the customer contact information every time. This is crazy and will cause shipping mistakes to occur. I do not know why this was taken out but it needs to be added back in.
Online payment option in email even if none selected
For invoices that we email to customers. The email template includes the line "View your invoice then make an easy online payment." If an online payment option is not selected for the invoice when we create it, the email still includes this link even though we are not allowing them to pay online. Removing the text from the invoice template is not an option because we include online payment for SOME invoices. Basically, the online payment link in the email should be conditional.... if there is an
Booking Liability
When I borrow loans from Banks or someone, I record it as liability and I add it to the watch-list but when I pay it back it still keep showing and not cleared. I need a way to record a loan and it shows as liability but once paid I need it automatically removed from the liability list and doesn't show as liability
No more html custom Invoices or estimate templates.
They just updated zoho books last week without really telling anybody. One thing I noticted is they took away the ability to edit invoice/estimate templates in html. You would think they would warn you about taking his feature away. Long time zoho user, but im starting to question their business model. How do you just take away a feature and not tell anybody?
Reconcile in New Zoho Books?
Hello, Can you provide any ETA on when (or if) the bank account reconciliation feature is be available in Zoho Books New?
Invoice List and Print
Where is the invoice listing and list printing? Bruce Letterle Red Lab Media
Zoho Projects Invoice Button Missing
I cannot seem to find where to create a Zoho Projects invoice in the new Books interface. Can you point me in the right direction? Bruce Letterle Red Lab Media
New Zoho Books interface
I am using the new Zoho Books interface now. For feeds from financial institutions, I don't see the "amount at bank" vs "amount at Zoho Books" anymore? So how do I know the account is reconciled if I do not know the balance in Zoho Books is equal to the balance at bank? This is disappointing.
Automatic feed refreshes
I would recommend that Zoho Books allows users to set up frequencies of feed refreshes, and when there are new items to be reconciled, email the users to log in to reconcile the books. Currently there is no such feature, and every time I want new data, I have to manually push "refresh" for each financial institution set up. Thanks.
Timesheet/Projects/Tasks
I need to track simple projects, tasks, and invoice them. Zoho Books provides everything I need for this except being able to assign tasks to staff with due dates. I know Zoho Projects handles this requirement, but it is more complicated than we actually wanted or needed. Is there any chance we will see task assignments and due dates in Zoho Books Timesheets any time in the near future? Bruce Letterle Red Lab Media
How can i in zoho books feature sales person, make a verificacion with email client ?
what i want to do is via email / company etc , know what seller is attending to a specific client so each seller have a specific client assigned and other sellers can create estimate or invoices to that specific client that is already taken for other seller cause zoho books allows create multiple company or contact with same email
How do I calculate 'Trade Debtors' from Zoho Books
At year end we need to calculate Trade Debtors. How is this done in Zoho Books. We need to know the customers and amounts owed to us at the year end. Any help is much appreciated Thank You
1099 Report/Export
I love the new 1099 report and export feature, however it will not work for us unless you expand the expense accounts to allow cost of sales vendors, too. Bruce Letterle Red Lab Media
Invited google app user need to create new organization after login
I add user from google apps account, and invited user also get the invite e-mail. They try to login, but Zoho show the new create organization page, not direct to my organization. The support told me that invited user has account before, need to delete account. I also login to account.zoho.com, and click delete account. After let them login again, it still show create new organization. Please suggest. It happened both zoho invoice and zoho books.
New Version of Zoho Books
Hi All, Months back there was an email circular and also when you login to Zoho Books there was an announcement that there is a new version of Zoho Books with an improved look and feel and also a new name will be Zoho Accounts. Did this update happen or not yet? Because for me its still showing the same no update Thanks, Hattan
Zoho Books Integration with Zoho Invoice
Hello, Can you explain the integration with books and invoice? Thanks
Online Invoice
We want to provide client option to review invoice online
Zoho Books Customer Access Portal
Does Zoho Books has a Customer Access Portal so they can see their paid invoices and the open ones? Jorge
When will the check writing functionality be added to ZohoBooks?
When will the check writing functionality be added to ZohoBooks?
duplicate contacts problem
Before I import my customer data from zoho crm, there is already a customer I created manually inside zoho books. Therefore, there is a duplicate contacts. I wanted to use the contact imported from zoho crm and delete the one I created manually, but there are some closed invoices for this contact. How can I merge the 2 contacts or to import all the invoices from the manually created contact to the crm contact? thanks
matching records, ASAP please! Thank you
Hi all I have hundrends of invoices in zoho books. I need to import payments against these invoices. How do they sync up? or dont they? thank you so much
Zoho Books and Zoho CRM integration
Dear customers, The new version of Zoho Books is already released and is available for beta access now. It's time for us to start the work on the next agenda. YES, it's the integration between Zoho Books and Zoho CRM. We are aware that this is a crucial one that most of you are looking for. We would like to talk to you on your requirements in detail so that we can address most of the concerns. Please feel free to write to us on support[at]zohobooks[dot]com with your contact number and a good time
BUG - Banking Transaction Ref's not showing
We have integrated with Lloyds TSB Business Bank (UK) and transactions appear in the history as they should, however the "Ref #" field is totally blank which makes the matching up and reconciliation between transactions and the bank account very tricky as you have to go by just date and amount and impossible if there are two or more transactions for the same amount on the same day. I would guess its just one of the fields in the data source through the API that is not mapped correctly as it has changed.
erase bank account
How do I erase a bank account in Zoho books? thanks
Deleting matched bank transaction from statement
Hi, I'm new to ZOHO books and I'm in the process of setting up my account. How can I delete a matched transaction? I made a mistake and uploaded a statement with a deposit into my account. I then matched it an account. I then went closed the invoice. Now I have duplicated it in my account. How can I delete it? I'm lost Thanks Richie
Bank Reconciliation in New Zoho Books
Firstly, I would like to say how much I am enjoying the new Zoho Books! Having recently changed my bank I am also now benefiting from the bank feeds feature. However,I cannot find bank reconciliation in the new Zoho Books. Am I correct in saying that matching a line from an imported bank feed is the same as reconciling the item with the bank? Currently I am matching imported feed items in the new Zoho Books then reverting back to the old version to perform a reconciliation; this does not seem right
Help on modules and form
I've created one module which contains saveral fields.Now i want to add logic on fields Viz;enable picklist on click of checkbox.plzz help me..i'm not getting ny help for these.Even i want study more on this.
Change Currency in Manual Journal
Hi, I like the zoho suit of products so far, but I have an issue with zoho books. Currently I am unable to change the currency while creating a new manual journal. I can set the currency while creating a new bank account but I can't do so for the manual journals.Is it possible to do so and if so how do i go about this. Any feedback on the same will be much appreciated.
When will Zoho Books be available on iPhone?
Thank you in advance for your prompt response, Andre
Restrictions for Staff users
How can I make it where my sales people can login to the books, but only add new invoices for sales they made? Not seeing the expenses, bank accounts and all of those admin sections? Can I add a role and set what that user in that role is allowed to access? Thanks, Richard
change currency
hello I have an issue with zoho books. i am unable to change curreny while i create a inovice with a old coustmer name e.g.i have an coustmer usually i create invoice for this coustmer in euro but now i wanna change the currency i want to put dolor for this coustmer but i couldnt put, thanx
Search option
On the new Zoho Books is there an option to do a search by customer or invoice? On the old it was at the top right but I cannot find on the New Zoho books
Attachments to expenses
When I record an expense in Zoho Books, sometimes for audit purposes I need to record the original expense receipt/slip as well. It would be ideal if a PDF Attachment could be linked to the expense transaction online.
Can Zoho Books set up a payroll feature via PayPal?
I would like to pay our sales reps using Zoho Books and have the payments made via PayPal. Is this possible?
New Zoho Books Feedback & Ideas
Zoho, you've done an incredible job designing the user experience and interface for business owners. The Dashboard is extremely powerful and really useful. I do however, have some concerns and would like to bring them to your attention: 1. Add a Search
ZOHO BOOKS APP BETA TESTING - Feature Suggestion From A Beta Tester
I am very surprised to find out that the new Zoho Books (Accounting/Invoicing App) does NOT INCLUDE a method of taking photos of expense receipts to document purchases. Without this feature the user is forced into using the old paper method where the
Closing a module
I have been an accountant 20 years and worked on various accounting systems. I have used real small systems, enterprise systems and several in between. To elevate your Zoho Books to the next level, you'll want the ability to close modules. That is,
Bank Reconciliation
Hello I have started a large bank rec , but did not put in the correct bank statement balance so cannot reconcile it, How do I change the bank statement amount on a reconciliation which needs it changed to the correct amount to clear the reconciliation. I hope I don't have to start again Regards Hann
Listing a transaction as a deposit instead of a credit card sale
I have mistakenly recorded some sales as deposits. These were bank deposit transactions from credit card sales from retail customers. Its my understanding that deposits are for non-sales events. Does that mean I need to create invoicing for every individual credit card transaction I might have done?
Zoho books for accountant
If I am an accountant with 20 clients, how do I get 20 clients set up with Zoho books with one login? Can I negotiate a volumne-license purchase with you? Please contact me in private.
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