How to Add Employees or Subcontractors
I see I can add a "Contact" but it only shows certain billing terms like net 15, 30, etc. I want to add subcontractors that I am paying weekly. Would these people go in Contacts or somewhere else? Also, I would like to be able to run "Subcontractor Pay" reports too so I would need a way to distinguish them from other contacts. Thank you
need to send all open and overdue invoices all at once to client with one click
As it is, click click click. Can't even get a decent spreadsheet for that ONE client with invoice numbers, amounts, dates etc. The export tool just dumps all invoices and then the user (me) has to dig through it for the information I need. Come on... dunning reports and reminders are an INTEGRAL part of accounting. Zoho Books cannot call itself the BEST software with lack of basic dunning tools. Again, we need, with one click, to send all open and overdue invoices at once via email to multiple email
Stripe As Gateway
is it possible to ad Strip.com online payment system as a payment gateway, or is there a way we can add custom payment gateways. As a quick example on my old invoicing program, when a client paid online it took them to my site to pay that way it didnt have to go through paypal or google checkout.
QuickBooks 2011?
When can we expect a plugin for QuickBooks 2011?
Account Receivable list 12/31/2012
Hi, Today I need to print out a list with all my invoices pending at 12/31/2012. I couldn't do it. I can't age the A/R (kind of historical aging to 12/31/12). If I go to Report- Invoice detail, from 2012 period, it gives me a list of customers with balances but the total doesn't match with the Balance sheet 12/31/12. Am i doing something wrong? Please, help. thanks
Invoices created in ZOHOcrm are not showing in my ZOHObooks account.
When I create an invoice in ZOHOcrm it does not convert into an invoice in my ZOHObooks. Is there something that I need to do? Or am I doing something wrong?
Currency Bugs
When are Zoho going to fix all the currency bugs in the Zoho Books? I have raised a bunch of issues over the last year and hardly any of them have been fixed. The product is pretty much unusable for a company that does business in multiple currencies. There must be lots of other users suffering these issues as well?
record unreconciled items on opeing bank balance
Hi Lets say I import my opeing trial. The bank balance on the tb is $100 debit. At the same date the bank balance on the statement is $110 because a cheque for $10 has not cleared the bank statement yet. How do I show this unreconciled item. Thanks
Purchase Report
Is it possible, to print a purchase report out of Zoho Books? I see that Zoho Invoice is almost fully integrated with Zoho Books, what about the Purchase Report printing and book-keeping. How to do this? Thanks.
Ok this is a hard one, convert numbers to text?
What I mean by prices/numbers to text is something like this : 1902 $ ----> One thousand nine hundred two dollars Not only that, but we need this in French. Is it possible? 1) If it is, great. How? 2) If not : Suppose we hire a programmer to make a script (php, javascript, whatever is most convenient) how can we integrate the result of that script in our invoices and estimates? Is there a way--for example-- to modify the templates to get this as a dynamic variable from somewhere? Any help towards
Zoho Books Staff
Under the TimeSheet for Time Tracking, when I go to Log Time, I have no options of Staff from the pull-down menu. I cannot seem to find anywhere in Zoho Books where I can input my staff's name.
check returned - customer didn't have enough money
How can I undo the payment transaction, leaving the records in the bank account? Invoice was paid, 2 days later I see the charge in the bank statement, the check wasn't paid. How the system can show the invoice pending again without deleting the entry of the payment?
Print timesheet details
is there a way to print a list of tasks by customer? I need to show the details to the clients in 1 report.
Top up Petty Cash - How do I record this in Books?
I'm new to Books and I have no background in Accounting. I received cash (not a payment) from someone so I can top up our organization's petty cash. My questions are: 1. How do I show in Books that I received the money? 2. How do I show in Books that that money is now part of Petty Cash (I have this account in Books)? Update: This is what I did: 1. Created Other Current Asset and named it 'Cash from NAME'. 2. Then, I recorded a transfer from 'Cash from NAME' to 'Petty Cash'. Are these correct?
Share contacts between books and zoho CRM?
First, can we share the contacts between books and CRM, and if yes how? Second what are some other data we could synchronise between the two? Thanks
Zoho Boooks and CRM
I would like to know when we can expect more integrations features for Zoho Books and Zoho Crm..??
Invoice doesn't show up under contact info?
I clicked on a contact name, created and saved an invoice. Then I clicked on contact name again but the summary doesn't show the invoice. Is this normal? See screenshot: http://awesomescreenshot.com/0d9uask2e Thanks for any help!
Removing unused additional user license
We are considering adding a temporary user for our accountant to reconcile out accounts. Would we be able to remove the user license once we add one to support her usa?
Bank Reconciliation
Is there any way to print the detailed monthly bank reconciliation? zz
why is my contact who is a vendor not showing up with payment history?
I have a contact X. X is a vendor. X receives expense item "salary" but when I view X details there is no payment history. Why? and please turn off the sub-forum ... this is the only site that I have ever used that insists on sub forums.
document generator
It would be an enourmous improvement if it was possible to be able to create your own standardized documents, generated on the basis of invoices, estimates, credit notes, bills etc. and being able to use placeholders. eg. you could create your own reminder
why is my contact who is a vendor not showing up with payment history?
I have a contact X. X is a vendor. X receives expense item "salary" but when I view X details there is no payment history. "There are no payments recorded yet. " but there are NINE payments made already... read on... It gets worse. When I view expenses by vendor I see X has 9 payments but none of the tabs show any payments at all! I would say that is a bug at worst and a very poor UI at best. and please turn off the sub-forum ... this is the only site that I have ever used that insists on sub forums.
ability to flag entries for future review
I would like to flag certain items so when I sit with staff re: their expenses or with clients: re questions about invoices I'll be able to find those particular items quickly.
Books, CRM and tasks
I'm stumped. I want to keep track of tasks for time management (knowing what's due and/or upcoming to prioritize work) and for billing. I can create tasks in CRM with due dates, etc, but can't track time associated with those tasks. I can create tasks for projects within Books, but there are no due dates, nor does there appear to be any way to just list all tasks (short of drilling into each project separately). Also seems to be no way to integrate tasks between CRM and Books. Any suggestions? or
Imported Transactions in unmatched transactions
Hi, I recently imported all my withdrawals into Zoho Books. But all my transactions are sitting as unmatched Imported Statement Lines. I do not understand what/why I am matching them to any lines. The whole point of importing the transactions was to avoid matching. Even if I try to match the transactions, the matching fields are not set up to match withdrawals. CK
Switch . and , in prices inside invoices and estimates
Hello there, We work from a country where we have inverted . and , in our numbers, in other words what you would normally write as this : 36,000.42 (thirty six thousands, fourty two cents) Is written as : 36.000,42 You can see how much of a big deal it is, since those 36000 are read as only 36. Please tell me we have an option to switch these?
printing taxes with invoices
Every month y accountant wants: items i billed broken down by amount, tax, total items i paid broken down by amount, tax total Where do i find this report? I have looked everywhere and cannot give him taxes separated from billigns.
Recording Checks Written
Do I need to record every check that I write in "money out" expense or will it automatically record when I reconcile the account? Also, should I wait to month end to reconcile the account or do it frequently?
welcome to 2013... how to re-start invoice to numer ONE?
Hi guys i closed 2012 with xyz number of invoices... 2013 is arrived and i need to reset the counter and start from number one if I try to issue an invoice I still numbering 2012 what steps to reset and start from one? thanks a lot nicola :)) ... and a great new year :-D
How to log interest on long-term loan
I have a l ong-term shareholder loan. I created an account for it, and correctly created a loan for $16,000. Now the loan is acquiring interest owed, although it is not yet in repayment. I tried entering a manual journal entry like this: Financing charge
Any Fix For The inability to resize description box in firefox??
I had emailed the support dept. and they said they experienced the same thing as I have. I still cannot re-size the description box in order to see all of its contents, Bobby
Wanting to freeze account
Is it possible to freeze the "books" account from creating new invoices, but keep the information available?
Does Books have a manual?
I just bought the program, but can't find the owner's manual.
can't undo an error
I can not figure out how to record when paypal is involved. I have read all forums. I can make paypal a bank account, but I first recorded the payment. invoice, $2000, paypal fee $58.30. I only transferred $1900 to the bank account. I recorded the payment as $2000 and $58.30 as fee. Now the invoice says $58.3 due. I cannot undo this, cannont void or delete it. It is stuck in the system incorrectly. Please send us method for recording this type of transaction. Also, how to fix the mistake.
Budgeting, Purchase Orders and Sales Orders
We are migrating from quicbooks to zohobooks. I noticed ZB doesnt have budgeting. Also no purchase orders or standing orders. is this coming any time soon. Since Zoho CRM has PO's and SO's i feel its only natural for them to be in ZB. I would apreciate timelines please
Zoho Books bashing!
I've been a Zoho Books user for several months now & keep an eye on the forum via the RSS feed. As a user I have nothing but praise for the product since it meets my requirements as a single user with modest, uncomplicated books. I understand that everyone's
Change of Font Colors in PDF Reports
Hi, Any way we can change the font color in the PDF reports to BLACK? Some of the fonts are in light grey, and when printed out can hardly be seen. It would be best that all reports printed will use the default black color fonts.
Recurring Invoice with a start date in 2014 NOT appearing in list for ALL Recurring Invoices
I created a recurring invoice with a start date of 1/1/2014 and saved it. However, it does NOT show up in the list of recurring invoices when the show filter is set to ALL invoices. All other invoices appear that have start dates in 2013. Also, since it doesn't show ... at first I assumed it didn't save. So, I tried creating another one with the same "name" and an message appears at the top of the screen saying a recurring invoice with that name already exists. Is there a bug in Books that won't
Zoho Books Bank Feeds Problem....
Hello, We had previously tried out Zoho Books and we really did like it, as a result we subscribed to it yesterday. However, when we try to refresh bank feeds it just says "Zoho Books is fetching your feeds. This would take a while, you can continue working until then." , and nothing really happens, its stuck at that. I cant refresh feeds at all. Without bank feeds, Zoho Books is not a viable option for us. Please help us troubleshoot this problem.
More granularity for staff permissions
I think there needs to be some more granularity in user permissions. As a bare minimum you should be able to restrict staff to either the Payables or Receivables sides of things, like QuickBooks Online does, but honesly that's really not granular enough.
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