See itemized product list in Zoho Books from Zoho CRM
Hi all...I use Zoho CRM and Zoho Books.....when I change a potential to "closed won" I see that the system creates an invoice in both the CRM as well as Books. But, when I go in to Books, only the total is created, not an itemized list. furthermore, the "total" in Zoho Books, as far as the definition of the product goes, is the "description" field of the potential. Clients should know what they are being charged for in an itemized way, but I do not see how to do that in the auto-generated Books
Does the CRM now link to the BOOKS app?
We would like to be able to automatically populate the Books app with data from the CRM. Can someone tell me if this is possible please? Thanks!
Has Zoho Books Team Completed The Seamless Integration with CRM?
Has this seamless integration been completed yet as far as the products from crm into books, etc?
sorting in bank matching
the sorting in bank statement match in the new version is horrible. In the old version, I will see the latest first, with "only" the exact amount showing. The new versions' sorting logic is horrible. If you have many similar payments, and some unmatched payments previously, you have to scroll down to search manually for the statement you are looking. Sometimes, the older statement will appear first, sometimes, the statement you are looking for is on the bottom. I have to enter the exact amount
How to refund customer on CLOSED Credit Note.
How can I record a refund to a customer after the credit note has been applied to the original invoice? Situation... Vacation Renter pays damage deposit (along with rent, all on same invoice). Want invoice to show receipt of Damage Deposit (amount of deposit entered as Credit Note rather than payment). When renter leaves home and is due the return of the damage deposit, would like to record "refund" against the credit note. Thank you.
New: Record and Collect Sales Tax from Customers
If you’re selling goods and services in the United States, you would have definitely crossed paths with Sales Tax. There’s something about it that you would have figured out by now - it’s confusing, time consuming and downright painful. Filing the tax may not be as difficult as knowing how much you need to collect from your customer or how much you owe the tax agency. Let’s face it, remembering the 45 states and their tax law is not a simple task. With a lot of businesses now using Zoho Books for
Recording other receivables
Hi I am on trial and testing on how to record invoicing a third party for other receivables. After generating the invoice, the books posted to accounts receivable in Balance Sheet and Sales under Profit and loss. Can i know if i need to manually key in general journal to get it adjusted to other receivables and other income? Thanks
Inventory management badly needed
We use Zoho Books for all our invoicing and expense tracking and recommend it to all our customers we conduct business with BUT, one of the most crucial features in this online base system is missing. A simple inventory management system would make the
Adjusting Zoho Books - ??
Hello all! I have a bit longer problem and will be indescribably grateful to anybody who takes his time to give me some hints!! I'm on trial with Zoho Books and I'm not sure if I'm missing something or it can't give me what I need, so I would be happy to know how much - and how - I can adjust it for our companies needs. Needs: We have different partners who we most of the time pay in 3 different currencies. We're ordering bigger amounts of currency at once, to try to get the good timing depending
New in Zoho Books: Expanded List View & Grouping Preferences
We are happy to announce that we have brought back Expanded List View and have grouped the preferences in Zoho Books. Expanded List View Now you can find the most important details of the sales and purchase transaction details without selecting any particular transaction. At any point of time If you wish to return to the expanded list view from the detailed transaction view, simply click on the 'close' icon placed on top of the detailed transaction view. Grouping Preferences The endless scrolling
Matched Transactions Search Function
Hi Can you please put in a match transaction search function by date? At the moment you have to scroll through every matched transaction to find the one you want to un-match if error. Thanks Gene
How to upload an agreement to Zoho Books
Hi - I have recorded a loan on Zoho Books but is there a function for uploading the relevant agreement (with amount and interest rate etc.)?
How to match bank payment errors
Hi In a situation where we have made a bank payment in error how can we match that to Zoho Books under matching. For example, say a payment was meant to be made from a bank account for £80 but by accident £100 was sent. So an additional entry for £20 transfer was made to correct the error. But in Zoho books we only have an £80.00 credit to match. When you try to match transaction it says: "Almost there, but... Sum of amount of matched transactions should equal, statement's amount" Any advice on
record deposit
in the old version, when I received deposit from customer, 1) create a credit note 2) record deposit, the account is a liability called "deposit from customer" since the money is not going directly to the bank yet, I create an account called "undeposit money" 3)when we deposit the money to our bank account, we change the account from "undeposit money" to "our bank account" in the new version, I don't know how and where to do my step 2 and step 3, where i used to go to balance sheet and choose
PayPal not accepting credit cards without setting up a PayPal Account
Hello Sent a test invoice to my self using both Standard and Business PayPal accounts. Both did not allow for credit card payments. The Standard version allowed for CC payment only if the client sets up an account. The business version gave a message that my company does not accept CC payments. Please help! I would like to offer credit card capability WITHOUT forcing the client to sign up for an account. Thanks! Kundia
Accounting Numbers on Books modules
Hi, Have you event think to add a field for accounting number on the following : Contacts Items For the moment we use Extra fields for contacts but it not appear on reports of financial views (usefull for the Accountant and to give it quickly the datas for the annual report) Thanks
Zoho Books
Can you please provide a link or detailed info on how to import contacts from CRM to BOOKS? Thanks
indispensable, needed, whised, cravings
I'm a Zoho fan, I think Zoho is developing amazing and affordable solutions for real business small and bigAs a daily user of Zoho books (now with 2 accounts for 2 different countries/companies), and working with our 2 accountants, I come to some usability issues that I have categorized (will be nice to have others added to my list from users experiences): Indispensable Reports: You can't list a group of invoices (one by one), it will group by clients, articles or vendors NEED also to be able to
Asking Zohobooks about the following conversation
Do You guys plan to set up a sync between items from crm to books anytime soon? I was told yes and then I was told no. Please advise. 1 Edit Delete Reply Replies(2) ChandyEmployee Re: ZohoCRM & Zoho Books Sync 1 day ago @dodom2, Thank you for using our forums. We are currently working on integrating Products in Zoho CRM with Items in Zoho Books. We are in the final phase of testing of the feature. That said, we request you to let us know your requirement in detail to make sure we have included
Inventory Management?
I'm having a hard time finding a way to buy and manage my inventory. I don't want my raw materials to hit my COGS until a sale is made. Do you all plan to offer an inventory management option?
Document Number Reference System for Zoho Books nad Inventory of Stock
Hello, I am new to Zoho Books as I have joined a new company. Before I used to Work on SAP in my older Job. There are several Problems I am facing with Zoho Books. It does not give any document number to keep track every time I have to view scroll through all the entries. why it cant be simple to search my payment or invoices? it does not include any inventory for trading companies, whereas it required in Financials for trading company. Hoping for your prompt reply. Reply, Abdullah
multi-currency cannot be use in Expense?
Hi, when i create an Expense, i find i cannot use multi-currency, only the USD can be use and no other option,even the vendor currency i setup was CNY. how can i put in a CNY amount below example? the vendor i choose is a CNY vendor
The Report function cannot show Chinese letter
Hi, My company has some chinese customer and the customer name was key into the contact in Chinese, But when i run the report, such as report for invoice detail and exported as a PDF file, i found that all Chinese customer name cannot be showed. i guess it is the font issue but this might also be a fix template issue( i cannot find any setup to alow me to edit a report template like what i did in invoice, estimate etc.) please can you help me here? Below picture is a capture from a PDF invoice detail
invoice footer - insert text
Hi, im trying to find out why theres FOOTER font size and font color option in costumizing invoice template if theres no field to entering this text content. Is possible to insert some own text (contact informatio and so on) to invoice footer? Thanks for answer.
Add payment method
Hi. Is there a way to add a payment method to the list in the bill payment screen? Thanks. Cameron.
Backup of Bank Accounts
Hi all, i wanted to know how can i backup my BANK ACCOUNTS? i saw on the export options, there is no BANK ACCOUNTS option..
Bug on client address when Exporting to PDF?
No matter what invoice template/fonts I use, the client address is not being converted/displayed correctly when I export a PDF, with the city, state & zip code. For example it will read exactly like this: Las Vegas89102 NV Not only is it not professional but I can't mail an invoice in a windowed envelope like that. We are ready to switch fully to Zoho for our invoicing if I can get this resolved. Please help! Thanks!!
Is there a limit for a quantity of bills exported?
I'm exporting bill to a xls file but it shows only 10000 lines/registries. But I have more on my Books. Is there any maximum records to export? Thanks
Help with Invoice Template in Zoho Books
Can someone please help me make changes with my invoice template. I have attached a copy showing the changes I need done. Thank you.
Allow Accounts to be hidden in reports
It would be great if you would make it so we can HIDE (with a toggle switch) any of the accounts listed in the Chart of Accounts from all totals and reports. I use Bill Me Later and Paypal to buy most of my ingredients, but sometimes I have a personal
Can I add multiple currancies for vendors and customers
Can I add multiple currancies for vendors and customers
Invoicing for LiquidPlanner timesheets
Hi, I wrote a small perl script today that takes the timesheet .csv file that LiquidPlanner can export, and creates a new .csv file from it for an invoice for those tasks. Like a lot of code people write and give away, I wrote it specifically for my needs and it's unlikely to exactly meet your needs without some changes & setup. Here's the code, in the public domain in case it's useful. I'd love to see any improvements you make. If you're not sure what a perl script is or how to adapt it to your
zoho books receipts
zoho books is still unable to have a sale receipt function when a customer made a payment?? I have been using the workaround for more than 2 years now (create a receipt template and email the invoice again), thousands our receipts have to been sent like this. It has been wasting a lot of our time and I believe other users' time as well. when will this simple function be available?
Anyone have advice on Australian BAS statements?
Hi, Without going into features we'd like zoho to have, how are people using it currently for their BAS statements? So far I've set up tax types for: * GST Free: Export (G2) * GST Free: Import * GST Input Taxed * GST on purchases (1B) * GST on sales (1A)
Refresh Bank Feeds
My Zoho Books has two active bank feeds however these only sometimes refresh - I would say refresh has only occurred say 3 times when I have have clicked "refresh feeds" maybe 20 times. A message comes up that "Zoho Books is refreshing your feeds, this
"Refresh all" button for data feeds in Zoho Books
I'd like a button for "refresh all data feeds" in Zoho Books when I do my monthly closing...... it will be time-saving , better than I having to refresh the data feeds one by one!!! I have more than 10 of them!
Start Over...
My accounting is all screwed up and after using Zoho Books for more than 6 months, it hasn't worked itself out at all. All I want to do is delete the organization and start new. What's the easiest way to do this? I have bank accounts setup inside Books and do not care about the information being correct for taxes or anything because I'm keeping the books a different way. I also do not want to remove transactions, uncategorize anything because I do not have the time for it. If that's the only answer,
still waiting for default attachments to client invoices
We have signed contracts with our clients yet ZohoBooks provides no mechanism to include default attachments(contracts) to invoices. Imagine sending dozens of invoices and each and every time having to hunt/poke for each client's contract to be attached. I and others have been asking for this for awhile.... our requests get generic answers to specific problems. You cannot call yourself the best accounting software for small business for this and lots of reasons, frankly.
Creating invoice - custom item box blind
When i create invoice and adding custom item to Item details box, its invisible in exported invoice. (attached exported invoice)
Czech font in Invoices
Zoho doesnt support czech format in PDF. When I save PDF document czech letters are missing. That makes zoho for me unuseable! Thanks for urgent resolving.
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