MISSING BOOKS?
Something Happened, I do not know what...I just accessed my zoho books yesterday, and I look today and they ARE ALL GONE. Did this website delete them? I'm so confused and angry. I trusted this website with ALL MY NOTES. And they are gone. Someone please help.
Suscription details
I cannot access to my subscription details, and I want to change my credit card number, what do I do?
Filing IRS forms and reports, 990EZ and 990; and generating 1099s for contractors?
Greetings all, We're looking for an alternative to QB, and hope that Zoho Books can help out. However, we're not sure it does what we need it to do, specifically, for our nonprofit. In this case, we need to generate Forms 990 and/or 990EZ yearly (for IRS submission), and also, to generate 1099s that get submitted to the IRS for our contractors. Does Zoho Books help accomplish any of these tasks, or are there any other features built specifically for nonprofits? Thanks! --Dave
Recording credits and debits
Hi I want to record the following 2 types of transactions. Let me know how could that be done in ZB. 1. My customer supplies me part of raw materials and debits it to me when I supply the finished goods to my customer. 2. I give raw materials to my vendor and debit the amount to her, when she supplies the finished goods to me. For each supply of raw material there is a bill associated with it, but the money is not paid towards the bill, but debited against the final invoice of finished goods. Thank
Reporting function
For audit purposes, I need to pull up a report on a certain SKU/item, to show, in a calendar year, how many times it was sold, to what customers, total $ value, date each sales order line item is on, etc., all the details. Right now the "reporting by item" is too general to be of any use.
Independent audits?
Has anyone independently audited your software service? Do you have any certifications for this software? I.e. Security and or ISO9000 etc. Something relevant to safeguarding data. Thanks, Tony
How to eliminate "negative symbol" at zoho book invoice template?
i'm customizing my invoice template at zoho books now. Wondering how to eliminate this symbol (-) at %PaymentMade%.?
Zoho newbie
Hi, I have made an account with zoho books and would like to know what should be next step in using Zoho? Do you have any step by step detail about using ZOHO? I tried to find it online but couldn't find anything. I would appreciate any help. Thanks. Zoho user
Loan to Supplier
Hi all, We have a good supplier who needed some cash in advance. We paid his invoice and in addition, we gave him a loan. I have recorded the loan to the supplier. Now, I receive a new invoice that I would like to settle against the loan. How can I record the settlement of the loan against the new supplier invoice? Regards
Unable to send invoice for the profile
Hello, I migrated from Zoho Invoice to Zoho Books about a week ago. and I like the extra features. Good job! Today was the first time any of my recurring profiles were sent out automatically using Zoho Books. You could imagine my surprise this morning when I woke up to 120 emails all regarding all 120 profiles that should have gone out. Here is the email: Dear Customer, We were unable to send the invoice notification email for ----------------- for the invoice# Invoice3288 dated 01 Sep 2011. The
Show recurring profiles under customer information
Right now one has to take several steps to go from customer information to the recurring profile screen. And then you have to search for the their name. Why not put any recurring profiles attributed to that customer on their customer information screen.
CRM Re-import duplicates accounts
When I run the Re-import from CRM under Contacts in Books, I always get a lot of duplicate accounts. Why is that? Bruce Letterle Creative Web Technologies
What's the best way to keep track of outstanding invoices in Zoho Books?
shouldn't their be a reminder or bells that go off if an invoice is outstanding for more than X days?
Bug in Zoho Books: Contacts CSV import does not map correctly
Hi - I tried to import a Contacts CSV file with 3 user defined fields, but only 2 showed up as imported. In addition, only their values were imported, not the field names. The first field's value imports into the Line 1 of "Field Name" and the second field's value imports into line 1 of "Value" field. Can you please correct this? Thank you.
Staff to view and print all reports
As a staff user, they can't view any reports. How can I allow that them to do that?
Urgent invoice adjustments with credit payment!!!
I created an invoice for an customer eg. $3000. and this customer has some credit in his account. eg.$4000. He used his credit to pay for the invoice but later I found that the invoice amount is $2000 instead of $3000. I don't know how and where to adjust the invoice since I cannot find the payment record anywhere. I cannot delete this payment and adjust the invoice amount!!!!!! please help
To translate two words
Dear Support, I can translate all the words of the template estimate. After entering the data, I see two words that are not in the template estimate. (Credits Used & Credits Remaining) Where can I translate those two words? (Not in the display options of the template estimate) Kind Regards, Pascalu
Customizing Books
Will there be any options for adding custom fields to Books contacts or projects? If not, is there any hooks coming in Creator to Books? Bruce Letterle Creative Web Technologies
Paid Assistance Required to set up Zoho Books
Hi, I'm migrating from Zoho Invoices and MYOB to Zoho Books. Need help. Will set up a job on freelancer.com for right person. I look forward to hearing from an experienced Zoho enthusiast. Simon
I'm using Zoho Books with Google Checkout. My invoice status is not updating when an invoice is paid.
I have been using Books for a few days now. I have set up the API callback set up properly I think. I had a customer recently pay his bill, but the status of the invoice says it's now one day overdue. You can see how frustrating this could become if my clients start getting reminders for bills they've already paid. Can someone please help me figure this out?
Resend Option for Receipt
Is there a way to resend a paid receipt from books? It should be an option next to edit under paid invoices. Thanks, Rob
How to change From address sending invoices in Books
The From address when sending invoices from Books is showing a nickname for me instead of my name. Where do I change this? I don't see this nickname anywhere in my user settings. It might have been a username I used when I originally signed up.
Personal Use of Books
I am trying out Zoho Books for my personal use but am being told my trial is ending. How do I use books ongoingly like on personal use mode without paying fee?
Unable to change font size for Estimate template.
Hello It seems that ZB does not recognize font changes in my estimate templates. I have tried to use the drop-down menue to select a larger font, as well as editing the raw HTML. Neither works. I open the template editor. Select all the text. Select the font size drop-down / button and select a different size. Nothing happens. By default it looks like the font size is set to Size=1. I'm looking to have mine be at size=2. I have manually edited the HTML to force the change, however the system doesn't "see
Multi Level Access
I would like to propose a multi level access feature. My company is growing and I want to give away invoicing and expense recording to dedicated staff. She should be able access and perform only those modules. Similarly I want to give the access to contacts to my sales team, they should be able to access only the customer contacts or other modules authorised for me. Or access to reports to my investors/board members and so on. Please develop the product with flexible access feature. Thanks!
Transfering data from Quicken or Quickbooks
I'm thinking of switching over to Zoho books, but don't want to lose all of my previous data that is currently stored on Quicken. Is there a way of merging past history from either Quicken or Quickbooks?
Can you migrate past records from Quicken or Quickbooks?
I'm thinking about switch to Zoho books, but wanted to see if there was a way to automatically transfer data from Quicken or Quickbooks. Please let me know.
Migration from Zoho Invoice to Zoho Books
I need to migrate from Zoho Invoice to Zoho Books. The main reason is I want to track AP by vendor accounts, which is not possible in Zoho Invoice. Is the "one-click" migration now available?
Sales Reports
Hello, When I run the Sales by Customer or Sales by Item, the report seems to pick the "Item" and/or "Customer" as opposed to allowing me to make those selections. How can I run the Sales by Item report and choose the Item I want to report on?? Thanks, Brian
debit note against rejection
Hello, I am very new to ZOHO and would like to get and understanding on the usage of ZOHO books/invoice in the following scenario: -- I make a sale of 6000 + 2% Tax, and I get a full payment against it. -- Now after 6 months the customer raises a rejection debit note of 4000 (because there was rejection on products worth Rs. 2000). -- How do I make an entry of 4000 in ZOHO and How to update the Tax implications, since now the actual sale is only 2000 (6000-2000). Thanks. PC
Free version for Non-Profit Organisation
Is there free version of Zoho Books available for Non-profit organizations ?
Emailing Invoice bug
I have this problem, when I add another attachment using the email invoice function. After I click send, the page would not load back to the invoice page (still inside the email invoice page). This is confusing, because I don't know whether the invoice has been sent out or not. I once clicked the send button 10 times, and the customer has received 10 emails from me. I think this is a bug!!
How can I export ZohoBooks' Bills data?
Hello there, I need to export all my ZohoBooks' Bills Data to report to my Tax Authority. Same than I can easily export my expenses, I cannot find an appropriate way to export Bills, as I can only get some simple reports on bills that can be exported with some fields (like paid ammount, bill # and outstanding balance) ... but I need all details of the bill. How can I do this? Or alterativelly, am I using wrongly the "Bills" feature?. At the moment, I am using "expenses" to record all expenses (tickets)
From Draft to open
We have 2 users in zoho books, person A is to create draft invoices, and person B is to double check those invoices and then email to the customers. My question is, how person A could notify person B that a draft invoice is created for approval automatically?
Direct / Indirect Expense Account and Gross / Net Profit Calculation
Hello, I would like to calculate my Gross Profit and Net Profit. I have to separate my Direct and Indirect Expenses for this purpose. How could I go about creating two different Expense Accounts. Regards, PC.
Sorting Invoice number
The system automatically generates the invoice number starting from Inv-1 But the sorting invoice number sequence is Inv-1 Inv-10 Inv-101 . . . Inv-109 Inv-11 . Is there a way to sort the number in normal sequence? eg. Inv-1, Inv-2......Inv-99999???
Zook books bugs
the contacts have record of overdue payments, but when you on those, it would say "Your search did not match any records. Please try different search terms." I have tried several contacts with overdue payments already.
"Email Invoice" not populating the TO field w/ the primary contact's email address??
I've noticed the past few days when I click on "Email Invoice" when looking at my DRAFT invoices, the From, CC, fields are populated, but the TO field does not include the primary contacts email address. Thoughts?? Thanks for any help.
2nd user with rights to enable/disable invoice auto-generation
Hi, I've enabled a second user in my account, but have just realized that she can't disable the invoice number auto-generation. So every time she has to fix some empty invoice or number, she has to let me know as admin, and then I change it. This is really a pain. Is there a way to allow this second user to have access to these invoice preferences? Thank you!
Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Books users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Books will capture this refund and update it automatically. For example: If John Smith your customer, pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Books account, you'll see that the $10 refunded to John will be updated
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