Not enough space to write more than 500words in description. Help.
We faced problem when recorded "description" for bill. The description you restrict to 500words only but most of our description contents are more than that. Can you set it unlimited? Or can you at least limit it to 1000words? We think if possible, please
Differences between "%balance%" and "%customerbalance%" in payment thank you email setting?
Please define.
Can you enable these placeholders in payment thank you email setting?
During we do the record payment after invoice issued, we can select and fill in these two fields"payment method" and "note". BUT these two fields do not included in the placeholders for "payment thank you email setting". Can you add these? we treat "payment
Shipping Address is not transferring to invoice???
Shipping Address is not transferring over to invoice. Please fix this problem as we have to keep re-entering the shipping address once an estimate has been converted to an invoice. When creating a new estimate, my estimator enters the shipping address while on this page. When estimate becomes an invoice...the shipping address is missing. Bobby
Maintaining TDS liability and Service Tax Liability seperately
How can i have separate heads to maintain TDS liability and Service tax liability in balance sheet? At present both of them get combined under Tax payable
Import Bank and Credit Card Statements into Zoho Books
Hello! Automatic bank feeds was our first initiative towards zero data entry in our accounting software. Many of our customers have tried and liked it. For those who haven't been able to set up the bank feeds and would like to reduce the dull data entry part, should definitely try the 'Import Bank or Card Card Statement' feature. All you need to do is get your bank statement in a CSV or TSV format and then follow the three simple steps to import it into Zoho Books. Step 1: Select the Statement Step
Bank Statement with bounced checks
some checks will bounce, in our bank statements, it will show eg.$1000 for Invoice number 200 (the june 01 check has bounced, and we redeposited the check of june 10) Credit Debit Jun 01 1000 June 02 1000 June 10 1000 when I am doing statement matching, of curse I will match Invoice 200 with the June 10 record of credit 1000. My question is what should I do with the June 01 and June 02 credit and debit record showed in my June statement? thanks
Bank account feed stopped working.
It worked for a few weeks and then just stopped pulling down data. I've tried refreshing and typing in the credentials several times to make sure they are all correct and it still doesn't work. My credit card feed still works fine, however. My bank is PNC.
Email issues within ZOHO Books
Email not working.... We keep getting Undeliverable Mail Messages from ZOHO. I can attach on of many that we have received if needed. We have found that the email addresses and their servers are okay and there is a problem with ZOHO. So far all of the undeliverable messages through ZOHO have been tested with other email programs and each time we test the email address in question it works fine. This needs to be a top priority because it is delaying payment as well as many other business related issues.
Re-import from crm is not working after CRM changed to new version
In new version of CRM, i just created a new account, then i re-import from CRM inside books as usual. But it is not importing my new account into books?
Opening Balance questions
Hey People, Does anyone know how to enter in journal entries for the bank and A/R. I'm trying to enter in my opening balances.. Thanks everyone!!! John
Purchase Orders
Hello, is there a way to design a specific template that i can use to create purchase orders ? regards, jmaurice@net2be.com
Books and CRM
hello, we purchase both the CRM and Books to manage all our enterpise workflow. however the sync and integration between books and crm does not seems to be working. Invoices / Quotes does not show up into CRM. Import of contacts from CRM to Books resulted in double entries and we cannot delete those double entries now (says being used by CRM). a serious help needed asap. CRM to be used by our field engineers and sales whereas Books is being used by internal accounts. This way gives us a full view
Zoho Books and Zoho Invoice
Can I migrate from Zoho Invoice to Zoho Books? I am missing the AP function in Zoho Invoice. I think Zoho Books has everything?
Bank Feed and Rules List
I have set up rules list for categorising bank feeds into various expenses. But when i am importing statements the rules are not getting applied?
Unable to see notes in csv file
While entering an expense, I enter some remarks or detailed description in Notes. 1. When viewing Accounts Transactions in Reports, I donot see the Notes in the grid. Even if I export the the grid as csv file, I donot see Notes. Since we need to print monthly reports for all accounts, this feature would be helpful
Zoho book acting as zoho invoice
Hi guys. By the look of it, Getting zoho books, CRM and invoice to play nicely together doesnt seem to work well. Is there a way I can limit the functionality in Zoho books and use just the invoicing features for some of my staff? Whilst still retaining the full functionality for myself? Thanks and all the best.
staff entry
i have purchased the full zoho books and now it asks me to pay an additional $240 per year to add staff, I have added a person but he does not show up on my timesheet dropdown menu...... Can you clarify why i cannot add staff after purchasing the software?
Deleting a deposit entry
Hi everyone, We are new to Zoho so please be kind and simple when explaining an answer to our question. We have entered in deposits into Zoho and realized that some deposits have been entered twice. We're trying to delete the deposits that have been doubled up but cannot seem to find out how to. Any help would be appreciated, Cheers, Adam
Ageing debtor per customer balance
how can i get my ageing debtors and creditors balance per customer as at a specific date?
Credit Card account name too long
I get this error when I try to add a credit card: The account name must have at most 50 characters I don't think I can change the account name at this point of adding it. What do I do?
Zoho books: payments versus credits
I like the "credit" function as each credit is created with a "Credit Memo" with a Memo #. But not the same with payments!!!!! So I can track credit notes, but not payments!!!! I would like each payment from a customer created with a Payment # as well.... this way I can track it... and if a payment is applied to 3 invoices, I can pinpoint which payment was applied to what invoices, and for how much each..... guys, good work, and keep it up!!!!
any custom tab in zoho books?
if customers pay by paypal, I can't find a easy to view those payments, even if I link my back account(s), or credit card(s) inside zohobooks already. Will be great that if I can create a custom tab and can open paypal.com site. (like the way zoho crm has). Not a big deal, just curious. Thanks James
american express feeds
my american express feed is not working. please help.
invoice number starting from 1001?
Hi: Zoho Books support By default, the invoice number will be: INV-1, INV-2, Can you change and starting with: INV-1001? or any kind of number? Thanks James
Can we get more than 500 Characters in the desription area.
I have many items that are very detailed and I need to show all of the details to my customers so that there isn't any confusion with their purchase. Thanks, Bobby Green
Credit Card Fees Question
How do we record Credit Card Fees the correct way? Hypothetical Situation: A customer provides us with American Express Card for deposit of $5,000.00. The Fees are 150.00. With American Express, they pay the 5,000.00 less the 150.00 for a payment of $4,850.00. The problem we are having is: When we Record Payment for the $4,850.00 we are left with a balance due for this customer. With Visa, Master Card etc.. We get the total amount deposited into our account and then the fees are payed at the end
Fees and payments
Hi I like the new payment system, however: I take payment by Credit Card / Bank Account though a merchant. So I would charge the customer say.. 92.99 a month (so I use recurring invoice). The customer is charged the $92.99, the funds are transferred to
Where can I see invoice number and payment date on the same report and PLEASE Allow users to create their own reports!
I have wasted hours trying to find a report that will show me the invoice number and payment date on the same page. Where is this? And if it does not exist please allow us to either A)view invoice numbers and payment dates or B) allow users to create their own reports {#invoice_number, #invoice_payment_date}
Payments Received report is deeply flawed
Payments Received report is deeply flawed What good is a Payments Received report if it does not include the INVOICE NUMBER?! https://books.zoho.com/view/ZB_Main/ZB_Reports/ZB_ReportsPaymentTableView_VWrapper?FILTER_PERIOD=5&SELECTED_ID=Payment
Tax Reports
zoho books shows no transaction amount for my 0% tax items in report section?
TAX
Hi, We have 21% VAT on sales and purchases. Should I use a VAT SALES and VAT PURCHASES account or is it ok to allow all the 21% to go into the same account? Thanks
Zoho books has been updated?
I am recording expenses and I have just noticed that it seems a little different. it also seems to be loading quicker and it doesn't have that horrible delay when i click the vendor dropdown (this drives me mental). If you guys have done something then thank you! it is working much better at the moment.
Invoices from Projects - some issues
Hi I have managed to generate an invoice from a project. In order to do so, I had to select a project from which to draw tasks. It only made invoices for tasks that had time logged for them. ISSUE 1: If I have lots of staff working on a dynamic set of tasks across a lot of projects, how would I know which projects to generate invoices for? As it stands, it looks like I will have to manually generate invoices for every project, and then discard those for which there are no task entries. This is
Come on zoho - Start showing improvements before youe reputation is damaged forever!
I really like a large portion of ZOHO Books but, the improvements are taking way to long. Have talk with upper management and let them know that their customers would really like to see actual progress and to loose the same worn our responses that say they are working on other priorities. If you do not think that Zohos reputation is on the line google zoho sucks and you will see.
Payment receipt amount in base currency does not turn out right
Hi, We are currently exploring Zoho Books to replace our accounting system. Our base currency is in SGD. However, we do send invoices in USD. For USD invoices, we receive payments from customers in USD directly into our SGD bank account. We entered a payment received for a USD invoice, including the exchange rate that was used to convert the original USD invoice amount into the SGD amount that we actually received in our bank. However, when we checked under the Banking section, the SGD amount is
BB&T?
Does Zoho fetch transactions from BB&T? I couldn't find any combination of their name when trying to add? Am I correct on this thinking?
Zoho books and invoice without Zoho CRM
Hi there team At present I do not wish to use Zoho CRM. However I do wish to use Zoho Books. Am I able to use Zoho Books without having to use CRM ? In other words am I able to use Zoho Books simply by using contacts and invoice ? Do I need Zoho invoice if I am using Books ? Thanks Jai
Setup Guide
Is there a good step by step setup guide or checklist? I don't want to be caught trying to use Zoho books with a new client present and find that something is incomplete or not setup correctly. It seems that there Zoho has quite a lot to offer and I want to make sure I set everything up properly.
Problem with Bills. Their Due Dates do not adjust properly.
I have Vendors that are set up on 30 day net. No matter what date I enter as the bill date the Due Date stays 4.19.12 I am entering them today but, my invoice date is on 3.26.12 so the due date should change to 4.26.12. We rarely get our invoices on the day that we make a purchase and we are not always able to input bills on the exact day they are issued so this field should change based on the invoice date and not the day that they are entered. Bobby
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