How do I get a report on Recurring Invoice revenue?
As the topic states. I'm looking for a way to see my recurring invoice revenue based on the time it is billed (i.e. a monthly report, annual, etc.) I'm novice at Zoho Books. Thank you for your patience and understanding, and I appreciate your time and advice.
Blur about credit note function! No records at "payment received" after record credit note.
Till now I'm still so so so so blur about credit note function. Please advice. 1) I issued invoice to client RM1000. Client was mistaken bank in RM1200. Client don't want us to refund to him. So that is means that extra RM200 should be pumped into client's credit. 2) In such, I cannot go to invoice page and click "record payment" as you only allowed me key in maximum RM1000 (not RM1200). 3) The only way I can do is go to "CREDIT NOTE" under "money in" tab and issued credit note to my client RM1200.
bug for "comments & history"?
As shown in attached print-screened pictures, you can see we totally cannot create "spacing" between sentence and sentence. Even if we typed it and space it directly, after clicked save, it has changed to no spacing. It's happened in all the pages that allowed people to leave comment i.e. invoice, estimate, contact. We need you to take action quickly on this bug as we sometimes will create long sentence in comments there. We are hard to read the comments without spacing. (p/s: Perhaps you may suggest
Unused Credits and over payment
How do I show pay a refund to a customer who has over paid my for an invoice and wants a refund. They paid me double so I entered the payment and its shows an over payment of $3408. They want the money paid back. How do I do this in Zohobooks. Cannot use a credit note so how do I do it. Thanks Douglas
User Data Log
How to check who make changes on the account? I found that I can easily change invoice, items, etc in money in or money out. and I also can delete the data. Is it can be limited with user access staff?
Task Reminders on Zoho Books
Is it possible to set a reminder to an admin to follow up on invoices sent out?
Zoho books subscription
Hi Few months back I had taken an yearly subscription for Zoho invoices. Now with the business growing I am feeling the need of an accounting software which manages my expenses, purchases and keeps records of accounts. Zoho books seems ideal for me. So do i need to buy its subscription as well in addition to 120$ I paid for Zoho Invoice or that can be adjusted in the same. Zoho books seems to to all this in addition to create invoices as well for which I am using Zoho Invoice. Please help. Regards
Product Based Projects
Hello Would be happy if you can add projects based on Products as well, Like if i have a buyer and they need a consignment of Material to be imported and supplied and we will be buying goods and shipping and supplying them at door step and add all expenses under project and link it and finally send them invoice and it can show profit based on product supplied and expenses, We have this facility in Freeagent and i hope this can be implemented here Thank you
adjust/delete a duplicated account name
Dear sir, How can I adjust/delete the duplicated account name? Rgds, Balinda
How ot Enter VAT Repaid to My Company in Zoho Books
Hi am working in the UK. I have just started my business this year using Zoho CRM and Zoho Books. I have had a refund of tax paid by my company and want to enter this in Zoho Books. I currently generate my Invoices via the CRM so I am unsure how I would make this entry into the Manual Journal. Can you please offer advice
Problem with OPENING BALANCE ADJUSTMENT A/C
Hello everyone, I am new to zoho books, i'll directly come to the question I have been been updating the 1st Apr 2012 opening balances and now I am unable to delete or change the figures in the Bank a/c, is there any way to delete/clear all the entries in opening balance adjustment a/c. i want to make the opening balance adjustment a/c to NIL. Please let me know, it would be more helpful.
TD Bank Canada
I am having trouble signing up a feed from TD Bank Canada (personal/business). Can you check? Thanks.
Track Stock
Can I track stock purchases in Zoho Books ?
Frequency of data feed
How can I set the data feeds from financial institutions to be daily and real-time? thanks.
csv file from quickbooks not recognized as valid import file
I am trying to migrate from Quickbooks. I exported the account list to .csv file but when I try to import into Zoho I get this error message. "The import data does not match with the allowed file formats . Please check your data and the file format." What should I do?
Reports In Two Currency
Is it possible to run P&L / Balance sheet with two currencies? So base company currency and another using the month exchange rate Also Can reports be exported into excel Thanks
Logo On Credit Note Error
Hi I noticed the Company Logo when it appears on the Credit Notes is totally dis-proportionate. Also why are custom fields being added to the Credit Notes and Records? Please can this be fixed. Thanks Gene
I want you to export all the info from the contracts with the amount for each contract with details of VAT
I want you to export all the info from the contracts with the amount for each contract with details of VAT
Change Expense Currency
How do I change the currency of an expense? wilsondesign.
Ability to add a new contact on the Imported Statement Lines / Matching Transactions in Zoho Books screen
As things stand, if you have a new contact to match with, you need to go into Contacts / New Contacts on a separate screen. I want to be able to add a contact on the fly.
Exporting Data from Quickbook to Zoho Book
Our client is planning to shift from Quick Book to Zoho Book, may we clarify if Zoho book supported exporting data from Quickbook and migrate the same to Zoho Book?
How to delete invoices that have payments applied?
I am familiarizing myself with Books. I created 2 invoices and applied payments. Now I need to delete the payments and invoices. How do I do that?
How to refund a customer whose balance is in credit due to invoice overpayment
I have a customer whose account balance is in credit by a small amount due to an invoice overpayment. I understand how to issue a refund by raising a credit note but the account is already in credit so this scenario is a little different. Please can you offer some guidance on how to record the transaction? I would like to issue the refund by bank transfer if this is relevant. Simon
Record 1 payment to pay multiple bills
Hi, I have a vendor that sends multiple bills each month. When making payment, I write out one cheque to pay for the total of all bills each month. How do I record 1 payment for multiple bills? Urgent! Please respond ASAP thanks :)
Dates shown in record payment section.
Hi there, I think it would be a great idea to have "Invoice Date" & "Due Date" displayed in the "Record Payment" section of Zoho Books under the "Invoice Details" section. I would find it quite helpful as I am sure others would too.. Cheers
which the best?
which is the best e-book reader?????
Reminders by customer
I'd like to be able to set reminders by customer. In other words, some customers get reminders and others don't based on a setting in their contact record.
import zoho invoice to zoho books
how import information fron zoho invoice to zoho books
Zoho Books - Matching Banking statements and payments in multi currencies
I'm issuing invoices in multi currencies. How to I match these payments with the Banking transactions? I've used the correct exchange rates and recorded the bank transaction fee to give the exact matching payment to the statement value but because the payment is recorded in EUR and the Banking transaction/statement is in GBP the system doesn't seem to be able to associate them together. How do I overcome this? Thanks
Adding a Receipt to an Expense
I want to scan a receipt and then attach it to the expense/bill. How do I do that?
Invoice number range
I'd like my customer billing invoices to start with a big number like invoice # 5010030010; so I can search for a certain invoice by the invoice #. How can I set this up?
Delete Interest Inserted during Bank Reconcilation
I added an interest line item during the reconciliation (IN ERROR) -- where do I find those transactions so I can delete them.
Change User Contact Details
How do I change the Contact Details for a user, when I select: Home > Users I only have limited options, I can't change or set the users Phone Number
prob with importing bills via csv
dear all, when importing a bill file in csv i get always this error message: Account : The value for this column is either incorrect or it is not the expected value. anyone can help with that? the contacts are created and even when trying export bills and import the new ones it did not take it
timer
Hi Is there any way of adding a timer that you can start and stop for a project instead of guessing or using a third party app then entering it manually into zoho books? I need something within zoho books. Thanks
Change classification of an expense
Hello. I need to change classification of an account, from Expense to Cost of Goods Sold. When I edit the account, I am unable to select the account type. How do I make this change?
Project profitability
We currently use Zoho CRM and we are looking to see if the Zoho suite of products will help us with our project management requirements too. we are a contracting company doing architectural metal work. we have some of our own products that require stock. our ideal is to have one system that does CRM, Project management, & Production management. we need to be able to pull off a report on any project at any time and see what it has cost us to date in time spent, inventory used, and supplies ordered.
Problem with record payment
I have four bank accounts (in three different currencies) however when I try to record a payment only two bank account display in the "deposit to" option. Please help
Can you add "attachment" function in zoho books?
1) If we collect cash from client, so attachment function is useless for us; but sometimes our client online transfer money to me, or using ATM machine transfer, or using credit card transfer payment, in such case we must receive his BANK SLIP PROVE before we record payment. So, the attachment function play a big role!! It is time-wasting to type the bank slip reference number one-by-one as all the bank-slip number are very long. Due to not waste time on typing, now we store bank slip in google drive,
PayPal link goes to older invoice
The PayPal link being generated in my email links to an older invoice that has already been paid. This is being generated automatically. I even deleted the invoice and tried again - not working. Anyone else seen this?
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