Shipping Information is not propogating
I have filled in the billing address and checked to add shipping address and when I print or email estimate the shipping area is left blank. The only way I can get the shipping information to show up is to edit the shipping information box after saving the estimate. I have tried using existing estimate template "Product" Modern with same results. It is as if the %CustomerSAddress% work with the shipping field. Bobby See HTML Below: <style> #customizeContentArea { padding:10px;
How do I do a month end?
I can't see a way to do a month end or a year end for my company. Please help!!!
How to transfer the "recorded payment" to customer credit and reuse it?
We had recorded payment for an invoice, but later we want cancel this invoice and transfer the payment to customer "CREDIT", then use this "CREDIT" for another new invoice. My question is how to transfer it in ZOHO BOOKS? Urgent.
regular or compound tax
What's the difference between these two? Should I be using regular or compound tax? any why?
any professional accountants using Zoho Books, if yes, we are interested in contracting you
Greetings We are facing an audit and NONE of the documents/reports that Zoho Books produces is satisfying our accountant. We would like to get a second opinion on our accounts. Please contact us via the forum.
short list of issues and requests for Zoho Books
I have been fairly happy with most of Zoho Books. The service on the phone has been superb. However, there are a few things that need to be addressed IMHO. zoho books wish list accountant chart of accounts by Fiscal year by quarter export the whole ledger by FY and Q as spreadsheet with each account on separate page use case: our accountant requires full ledger of all account activity as a ledger support more training videos to show how ZohoBooks can save at tax and audit time reason show users how
How can I insert a field that shows the sales rep that prepared the estimate?
I have already used the (3) available estimate fields and still need to add a field that would insert the "Users" name next to "Estimate Prepared By:" %NewUserLableValue%. Is there a way to do this? Bobby
Import .csv fails
I try to import my expenses as a test, but keep getting the alert: The input file does not conform with CSV/TSV file format. Please check the content and try again. 1. Used your sample file 2. after some research I have even saved it as .csv in UTF-8 3. but even when I simply test it with your sample content I get the above message. Please help - I'm using Excel 2010. I can send you my file if that's a help.
Can you guys add the ability to Clone Items
We have a ton of Items that have very similar descripions and al we have to change or add is a small amount of information. I know this is a small detail, but it would save a lot of typing. Thanks Jennifer.
how do I get a Zoho Books expert to assist on ZB questions/problems with ZB?
We have noticed a number of inconsistencies in our chart of accounts. For example our bank charges shows XX.XX when in fact the bank charges are more like XXXX.XX Further, Travel Expenses shows 00.00 in the chart of accounts but in fact Travel Expenses are more like XXX.XX Please, we need someone from ZB to help clarify these mysterious inconsistencies. A screen sharing session is much preferred.
how do I see chart of accounts by fiscal year, notably LAST FY?
I need to export the chart of accounts for LAST FY only. How does ZohoBooks help me do this?
Invoice related
Is there a way to change the invoice number to the one that I am going to send to the client? Here is the issue... Some clients prefer to pay in cash and they do not want me to charge them the sells tax. On those cases I can not use the number that BOOKs gives me, because then when I make a new invoice to a different client the tax department will know that I jump one invoice. Even thou is not my problem, but the clients problem (under our law), I still do not want to have to respond to the tax department
Over paid on a specific invoice
Hi I raised an invoice to a customer for 3 months. They said they would like to pay for it in 3 parts, so I accepted the first part Now they asked me revise the invoice and send me 3 separate invoices, one for each part. When I modified the first invoice, the amount is lower than the amount they paid. How do I fix this? Rishi
Cannot delete Payment inside Invoice under payment history
we could delete the payment record directly under payment history inside invoice, but why there is only edit option available now?
Much better granular detail & options for reports in Books
I'm starting to use the reports functionality within Books with much more regularity, and the amount of detail and control over reports is ever more apparent in comparison to QuickBooks. In particular, here are some very key reports Quickbooks can do and which Books cannot: * Report that shows sales by item and further splits down per invoice, with the ability to live-preview an invoice or sale that is reflected in a report. I use Zoho Books to keep track of work done by my subcontractors and seeing
Currencies
Hi, We issue invoices in a number of currencies. This works and recording receipts seems to work. However, when considering aging invoices or other reports, the different currencies are all added together at 1:1 and so reports are of little use. Am I missing a setting somewhere or is the functionality to present reports in a single currency at current exchange rates just not there yet. Thank you R
Paying deposits to suppliers
Hi! I'm new to use ZOHO books. Can you help me please? I work in a small incoming tour operating company. We pay bills to our suppliers (hotels, restaurants, etc). At the end of every month we get the confirmations of services rendered to our clients. Usually there are some corrections of amounts. For ex: We pay to hotel as per a bill 10 000 USD for 10 people. Only 8 people arrived (2 people cancelled their trip) At the end of the month we get a confirmation from hotel that 2000 is remaining in hotel
Help! Two year long set of records/data base disappeared!
I am a teacher and for two years students have been reviewing books and entering them on our bookshelf. It's been great because we could search by genre, author, reader, etc. The whole thing has disappeared! The database comes up and says that it's empty -no records! Any idea what happened? amy.lesemann@gmail.com Alesemann
Is there a way that I can assign a staff member access with 'view only'?
It would be great if I could assign a colleague access to Books but only allowing him/her to view outstanding payments etc. I.e. this person can not create or delete any invoices, bills, etc. Thanks for your feed back.
Adding money coming in to my bank
I need to add payments made to my bank account such as bank interest and misc. deposits that are not invoices. Where do I add this? It seems like you can really only add invoices...
Petty Cash in Watch list
is it possible to include what I have in petty cash, on my watch-list?
Lost customer for Zoho Books
Dear zBooks Team, I would like to bring to your kind attention that zBooks still does not have a good comprehensive support and quick starter. I saw a friend reporting about this issue and he had to move to Tally because of the same. Reference Thread: http://www.facebook.com/agni.sharman/posts/275923879090240?notif_t=like ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
Zoho
I just started using Zoho Invoice but now want to upgrade to Zoho books. That possible?
Credit booked as sales
When I bill customers, sometimes I record a payment to the invoice from the customer's credit balance with us. In this case, the credit applied to the invoice is recorded as "sales" in the sales reports. This is not right.
auditor is asking for a ledger
Our auditor is asking for a "ledger" of our accounts. How can Zoho Books produce such a document? I have searched the forums https://help.zoho.com/portal/en/community/search/ledger (no ref. to zoho books ledger) and the help docs http://help.discussions.zoho.com/searchin.im (no ref to ledger at all) Our auditor is asking for a ledger of our accounts. How can Zoho Books produce such a document?
Regarding Quickbooks into Zoho
Will Zoho allow quickbook fields from Invoices or Quotes showing markups but not on the final print out of an invoice. I don't want customers seeing our markups?
Books expenses with online feeds
I was wondering if it's possible to automatically import expense transactions from my credit card companies. Like what mint.com is doing: all my accounts are registered in mint.com and all transactions are appearing on my mint.com account.
How to edit erroneous/error payment entry?
I am trying to find a way to remove a payment made in error against an invoice. How do I remove payments?
undeposited funds
FOr some reason i have undeposited funds transaction. I want to delete it because I found how to make the Bank desposit. How do I find this transaction?
return of unearned income
A client sent us some accidental payments. I listed them as deposits to the appropriate bank account from unearned income. I have sent them a check refunding the amount of unearned income, but I can't figure out how to record this properly. PLEASE HELP.
PayPal As Bank Account?
Would you recommend listing PayPal as a Bank Account, I figured it would be a great way of keepping track of the paypal fee when someone pays via paypal, I can then just add it as a bank charge. Does anyone foresee any problems with this set-up?
paypal integration - zoho books
Is not working! configure payment, select paypal enter e-mail address then what please? many thanks
question - error -
Spanish: Mi pregunta es la siguiente, estoy probando la aplicación pero he visto esta situación y quisiera que me confirmaran si es un problema o es un resultado normal del sistema zoho books: En la imagen adjunta se observa una situación en la que he generado un gasto facturable a un cliente, luego de generar la factura al Sr. Erick Staff (cliente) obtengo dos resultados distintos (Imagen 2 ) y (imagen 3). En el Inicio de la aplicación (dashboard) observo mis gastos en una cantidad (500,827.80)
Best way to fix cash/credit account totals in Books that came from Zoho Invoice?
Hello, I am having an ongoing struggle with how to get my account totals in order. Here is my dilemma: I moved to Books from Invoice about soon after Books was released. Somewhere in my transfer process, I did not start my bank/credit accounts off properly in terms of amounts (starting balances?) so now when I am reconciling my two accounts each month, I never am able to properly use an ending balance from my bank statements because even though ALL transactions are accurate in my digital records
Contextual Gadget tie-in for Zoho Books?
Hi, the Google Apps Gmail contextual gadget currently displays Zoho CRM and Zoho Invoice contextual info - is there a way to somehow tell the contextual gadget "use Zoho Books for my Invoice lookups, not Zoho Invoice"? We would prefer to move to full Zoho Books (assuming it becomes a bit more feature rich) instead of using Zoho Invoice if possible. Thanks.
Planned service upgrade rescheduled for 18th Dec 2011
Dear All, We had planned an upgrade to Zoho Books on 17th Dec 2011. Unfortunately, we had to postpone this and now it will happen on Sunday, 18th Dec 2011 between 2:00 AM and 6:00 AM GMT. Apologies, for the inconvenience and thanks so much for your patience. Regards Prashant
Service upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Books on Saturday the 17th of December 2011, between 2am and 6am GMT. Zoho Books will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Books team
Can I change 'payment through'? I just have 'Cash' and 'Undeposited Funds'
There must be a way! Thank you
Subscription
I want to upgrade my account to keep trying for two months. There are still 28 days the product is excellent. I canwait for the day 30 to update my account? what would happen If the 30 day trial and have not updated my account? Additional want to know if I get the product for a year at the end of the consultation period will have access to my data? Is there any option to backup all my data?
how do i delete 100 contacts at a time?
thanks so much
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