Refunded Expense on Credit Card Statement Not Working
On our most recent American Express statement we had several refunds of charges. The charges were previously posted as expenses from the downloaded American Express statement. When we try to "Add & Match" the reversed statement charge, the transaction type is listed as Refund/Credit (which is correct), but when we attempt to save it, we get this error message: This action is not supported for this particular transaction How do we handle these statement refund credits?
Can't import quickbooks chart of accounts
I have followed all instructions on importing my chart of accounts from quickbooks. But when i select my file and hit Next, it just reverts back to No File Selected next to the Choose File button. Tried multiple browsers and encountered an error each time. I will not be able to use Zoho if I can't import my data and will be forced to use qb online. This is a definite bug and I would appreciate it if someone could just tell me how to work around it. Thanks
Books invoices available in Italian language?
Hello, I was wondering if invoices in Zoho Books can come out also in Italian language. I mean also when printed or sent by mail. How do I do it to have them in Italian language? thank you, kind regards, Lars
Vat-Number-field for b2b-customers automatically updated from crm to books?
Hello, I have read about the possibility to update automatically contact-information from crm to books which is fantastic! I am working in a b2b, so my invoices need to show the vat-number of the company I am selling to. I thought I could get this Vat-Number automatically using the 'web-to-lead' form to get it into crm. Now do I understand it correctly, that this field would not be considered when updating contact-info from crm to books? So I would need to add it myself in books, right? thank you,
Which default currency should I choose
First of all, I am considering to convert from Invoice to Books. Are there any feature I will miss in Books that I have in Invoice? Second. I have a hard time choosing which currency to use as default. All (95%) of all my sales are in NOK. All (80%) of
Date appearance after first payment
Hello, Our invoices are sent at irregularly dated intervals. Rather, we send invoices based on completion of work. For instance, when finish 50% of the work the first invoice is sent, and another invoice is sent 43 days later when 100% of the work is complete. The next project, the second invoice could be sent 35 days later - a time we couldn't predict when the first invoice is sent. The issue is, the date does not change for the second invoice - it remains the same date as invoice 1. So, recurring
Taxes
In my country (Chile) there is a tax applied to individuals giving bills (no VAT). This tax is 10% over total amount and in some occasions is retained by the vendor and in other occasions is retained by the customer, in both cases must be paid before day 12 of the next month, now the question is, if there is anyway to account this tax, this is, to choose when an expense or bills is registered regarding if the tax will be paid or not for my company. Thanks!
Advance Tax Collection
Hi, I am running into a problem that probably you might be able to help me out here. The issue is when customer pay us against our invoice they deduct 1% advance and submitted to FBR (Faderal Board of Revenue) just like IRS in America. Once we get paid from the customer then we have to pay the remaining tax amount to FBR minus 1% that the customer collected from us in advance. Now I have setup my Zoho books to deduct the 1% advanced tax from the total invoice but my Tax payable does not minus
Removing Long Term Liability
Hi, I created a new long term liability and applied a balance in the opening balances. Then realised the account was not going to work as needed and I needed an 'other liability'. So I removed the opening balance and saved changes, so I could 'delete' the account, however I am still unable to delete the account, and the view transactions is still showing up a transaction of Credit "$0". This may be why it will not give me the delete option? I did not enter '0' in the opening balance, I just cleared
Receipt Notes
Dear Support, i would like to know if there is any way to create Receipt Notes after i add the payment from the customer to be send by email like the invoice.
Bug: Custom fields imported in "import contacts" csv file doesn't transfer correctly
I have imported a csv file based on the sample contacts csv file, with a custom field filled in, the transfer of the custom field only shows the value, and not the field name for that value. In addition, the value record shows up on the field name spot in the contact info editing window. For example, I had a customer field called "Billing Email" in the CSV file I imported into "import contacts". Let's say for contact A the Billing Email was "contactA@gmail.com". When it properly imported, the contact
contacts importing
I am importing from outlook 2010 csv I can import but when the mapped fields display there is no fields for email, website, or email 2 Why is this? I see it under the contacts section and every contact does need an email but it will not import.
Where is my Bank ?
I am pretty sure I do not want to use Books at this point. I just want to say that I am surprised by the limited number of banks that you can link to in Books. I have an account with one of the largest banks in the country, but there is no linked access to my account.
payment reminders email
hi, can i sent a copy of payment reminders to customer, cc myself and also another email address (staff)?
THE WALL: Zoho Books and Creator.
I am not a user of Zoho books at the present time. One of the reasons why I am not using Zoho Books is that there is no way to link Books to Creator. I have built simple applications in Creator which I would like to link to certain financial transaction but there seems to be no way to do it. I feel like you intentionally keep Creator from being integrated with your other applications. Maybe I don't know about some useful widget that would solve the problem.
Trouble saved reconcile
How do I get back to a saved reconcile
Cannot attached documents to Books
When emailing estimate to clients and attaching additional documents to that email, does not work. Please help. Thanks, Ana
Task List
Can I get a list of all my tasks, including time, on a project? I have about 20 tasks, each with a specific number of hours - which equals 200 total project hours. However, I want to see a listing of the tasks that make up this 200 hours. Such as: Task 1 - 20 hours, Task 2 - 10 hours, etc. I want to see this before allocating time to it. Thanks, Tom
We need ZOHO to speed up on implementing the deposit option
We work with a lot of customers that require us to send them an invoice for deposit. At the moment we have to create a new invoice separate from the original which messes up the accounting. We need to have the option to invoice for whatever percentage required of an invoice. Please see if this can be sped up as it is creating an accounting mess and this should be a standard option with accounting software. Thanks.
Refunds
Hi I have collected funds from clients to do a project and recorded them as payments against invoices however ive run out of time to complete the project. I have given refunds to my clients. How do I record this in Zoho Books as its a complete refund and I wont be working with those clients again. Thanks
No auto bank imports into Zoho books / Tax Report Wrong
Couple of major Issues that are stopping me from using the otherwise well designed Zoho Books 1. Tax Report Is Wrong Fails to show Tax on Sales Shows COGS as Expense Transaction Type 2. There is no Auto Import and categorise - Only Auto Categorise. This is very disappointing. I can't see why we can not auto import and categorise from bank imports. Other offline programs like cashbook complete have been doing this for years. Zoho Books requires that you review ever single transaction on import. If
Expense Life Cycle
We have just started using your service, and so far we really like what we see. One thing I am having trouble understanding is how expenses work. Here is the process I have been using. 1 - Under Credit Cards - Refresh the feed 2 - Select Unmatched Lines 3 - Create a matching transaction and save 4 - Money Out - Select the transaction and mark as billable and add the client 5 - At billing time - Select all the expenses and Convert to Invoice Here are my questions: 1 - Is there a way to consolidate
Zoho Books restrictions
Hi, I would like staff members be able to enter in quotes into Zoho Books but restrict them from seeing any of the financials of the company.
Page scrolls upwards after every click
Can it be fixed somehow? It's really frustrating when your page scrolls up automatically every time you do a minor action. I'm expecting my mouse cursor to retain position but instead I miss the links I'm going to click on just because the page unexpectedly shifts upwards at the very moment I want to click on the link. I'm using Google Chrome.
Inventory Management + iPhone App for Zoho Books
Hello, Any idea when will Zoho Books offer Inventory Management and an iPhone App? We love Zoho Books but we are reaching a point where we are seeking alternative solutions for managing our inventory. Thanks
Error/bug in Zoho Books on Tax date for CASH business
I've submitted this twice to support already but not received an answer. I think I've found a bug/error in Zoho Books. I am evaluating Zoho books and a little concerned over the apparent inability to call support or get a response to emailed questions. So here it goes on the public forum. Hopefully some kind reader may be able to help. I have a CASH based business in USA. This means the TAX point is the date of PAYMENT. Zoho Books incorrectly calculates it on the date of invoice, when it should be
Zoho Invoice to Zoho Books migration failed
Hi there, I follwoed the steps to migrate to Zoho Books and waited for the email. The email arrived with the following message. Dear Customer Your scheduled migration of data from Zoho Invoice to Zoho Books was unsuccessful. Please contact support@zohobooks.com for further assistance. Regards Zoho Books Team I have sent 2 emails to support@zohobooks.com 2 days ago with no response. I need to be able to do some work on Zoho Books so I need this sorted. Any advice would be welcome. Cheers Leon
Intergration with Bank Account
Hello, I am using Xero it is a great SaaS from New Zealand, one main feature is that my Bank sends all the transaction information to Xero and all I need to do is allocate accounts against the transaction. This can be done manually in other Accounting Programs by importing a QIFF file (i think that is what its called in Quick-books) Can anyone tell me if this is planned or already in Zoho Books. Regards, J
More control over printable Statements
I'd like to be able to create a custom printable Statement that's easy to use with windowed envelopes. As of now the only way that I can see sending Statements is by email. Not everyone wants to communicate by email.
Time Range for Income versus Expense Graph
I would like to be able to change the time range for the graph on dashboard (or in another place) to see it reflecting other periods of time, not just current year. Is it possible?
Dashboard date range
My financial year starts in March. I login today (March 1st 2013) and the previous years income and expense has vanished from the home page dashboard and I see no way to get it back. How can I move back and forth between financial years? I love Zoho books but things like this without a quick answer to find *really* hack me off. There may be a simple solution but its completely beyond me to find. Thanks for your guidance.
Zoho books export as pdf
when we export invoices as pdf in zoho books we are not able to open these files. The message from the reader is format error Not a pdf or corrupted. We use Greek characters in the invoices but it was working ok for years until a few hours ago.
zoho books
Is there a way to assign a cost after an invoice is made? For example, we made invoice and after the fact want to assign a cost to it.
Bank was there - now it is gone!
I added my Bank account successfully to zoho - Affinity Federal Credit Union and the automatic feed is working. I have since opened an additional account at the bank. When I go to add the new account the option for my bank is no longer in the list. Is this because I already have a bank account in zoho from this bank? Or has the list of banks been updated and my bank removed? Thanks.
Document Approval and Estimate Approval Would Be A Great Addition to Books.
Please send to dev team. This feature would be truly help the business process of getting estimate and document approvals. Maybe something like Freshbooks offers. Thanks
Invoice problems
I'm having trouble with the invoices: I created two templates -- one for when I'm billing hourly and one for projects that have a fixed fee. There is a pull-down menu that should allow me to switch between templates at will, but nothing happens when I select it. See photo. On the interface seen in the above photo, there is no way to edit either the client contact information nor the Project Name. Yet, when the invoice gets created these two items are blank. See below. Finally, we have a problem
How do you handle Bank charges
Say i bill a client $500. He pays the bill via paypal who charge say $50 and I get a net $450. I transfer that from Paypal to my business account. The bank feed comes in as 450 and the invoice is for 500. When I try to close the invoice by recording payment it has a place for bank charges but when I enter a no in that and try saving it I keep on getting a message 'Select account to deposit Bank charges".. Not sure what the answer is for that. would appreciate your help. thanks in advance..
Loan - Long term liability and cheque payment
Hi, I have couple of questions: 1) Loan a/c - posted a loan amount received from one of the director and now need to repay this loan back to him. I have selected "Money Out / Expense" but when I try to select the Loan Account from the pull down menu, I am not able find the Loan a/c. 2) Payment towards vendor with multiple invoices - it seems there isn't a feature in Zoho that enable us to process payment to one vendor with few invoices or am I missing some steps here?? David
Calculating tax after sale
I have to sell with adding the tax to the invoice. I have to calculate my sales tax out of the sale price. I have to do this with almost all my transactions. How do I set this up ? Should I set my sales tax to a negative rate ?
Quickbooks Data Migration to Zoho Books
We have been using Zoho CRM since my company's inception to track customers from leads to a sale. Once a sale is completed I manually load the data in Quickbooks 2008 then process the payment and reconcile the books. What would be the simplest way to convert all data from QB to Zoho Books? -Tom
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