Multiple problems and they never get resolved

Multiple problems and they never get resolved

Zoho Problems as at 31.01.2021

1)    Orders placed on Amazon, do not sync through from Zoho to quickbooks online correctly with correct taxes. So none of my orders from Amazon are in QBO. I now have over 7 months of transactions missing from my accounts- so I have no idea about the status of my accounts.

2)    If an invoice from Zoho doesn’t sync through to QBO, (and believe me this happens for multiple silly reasons) you receive no warning or alert. So unless you search through activity logs, or constantly run tables of invoice numbers in QBO and zoho to find any gaps you are none the wiser, and again your accounts in QBO are meaningless as so much data is missing, but the alrming thing is you don’t even know that!

3)    Packing lists are so basic that your customer, on receiving a parcel, cannot see how many items they ordered and how many were shipped. They only get a list of how many were shipped, so they have no idea if the items not listed have simply been missed of the order, or if there is a stock issue. You need 2 columns- qty ordered and qty shipped

4)    This links into the fact that you cannot have a zero qty line item on an invoice/ packing slip- so again, the customer has no idea if you simply missed the item off the order, or it was OOS

5)    The next invoices in a sequence automatically toggle to ‘Vat Inclusive’ after an order from Shopify or Amazon has come in. This would not be an issue except that Zoho does not understand the basic principle that the overall value of the invoice should not change but the item prices displayed will change. So you have an item which is £5.00 ex VAT. If you choose to display prices as Including VAT it should then show as £6.00.  This is how other accounting software such as quickbooks/ XERO etc  works . So the overall invoice total shouldn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that- so if you don’t notice that that option has been toggled without your knowledge, you land up with piles of invoices sent out to clients with the total value too low, because that switch has been toggled, and effectively the customer has not been charged the £5.00 + vat or £6.00 inc VAT. They have suddenly been charged £5.00 inc VAT!! I have tried to explain this to ZOHO but they don’t seem to understand it. The only reason I picked this problem up is that I noticed when customers were making payments, which I was recording in Zoho as instructed, that the payment wasn’t able to allocate in QBO, because some of the invoices were ‘missing’ in QBO. On investigating why the invoices were missing in QBO, I discovered that they had not exported from Zoho due to being toggled to ‘Vat inclusive’ which QuickBooks didn’t accept because the overall invoice value was wrong. Again, there was no warning message that the invoice had failed to export to QBO!!

6)    Zoho Doesn’t handle VAT Inclusive/ vat exclusive correctly. So you have an item which is £5.00 ex VAT. If you choose to display prices as ‘Including VAT’ it should then show as £6.00.  This is how other accounting software such a QuickBooks works So the overall invoice total doesn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that, and I have lost hundreds of pounds as customers have been sent invoices with the wrong values, and paid them, and then refused to pay when I have noticed and corrected

7)    ZOHO and QBO don’t talk the same language with VAT – sometimes invoice totals differ by a few pence in quickbooks and Zoho – and so payments don’t allocate correctly in QBO

8)    ZOHO reports are not suitable for managing inventory:- so for example, you receive an item into stock and you know lots of people are waiting for it, but you have no way of running a report to find out who is waiting for it?? You can see there is X qty of committed stock- but can you see who it is for? NO? This is supposed to be inventory software. In quickbooks you can see how many items are on back order, and then drill down on that qty and see who is waiting?

9)    Zoho workflow for PO is too rigid, such that you cannot actually keep track of what inventory you have ordered and what you have received! So for example, you place a PO for 3 line items. The vendor issues a bill for those items, you pay it, and they commence manufacture. However, they may ship some of the order by air, and some by sea (perhaps you are in a hurry for it or perhaps they could not make everything at once? 0 But Zoho will not let you make a partial receive if the bill has been issued- Unless you divide it into 2 bills, or delete the bill and payment,  Which is not feasible as you paid the whole bill up front. And deleting the bill in Zoho does not then do that in QBO_ so again your accounts are inaccurate! You should be able to choose how many items you receive and when- after all this is inventory system not accounts system!! I chose ZOHO because it was listed as integrating with QBO- but there are SO many flaws in this integration.

10) I can’t seem to run reports to show average monthly sales of items?

11) There is no option to decide at which point physical stock has ‘left inventory’ so you cannot keep track of stock if several customer order the same low stock item on the same day- you will only be aware of a problem at the end of the day when you ship all the parcels. I would like the option to set my inventory to reduce once I have made a packing slip or invoice, so as soon as it is allocated to one customer it is no longer available to allocate to another. At the moment the default is that it leaves inventory only when the parcel is  actually shipped which causes me lots of problems   of overbooked inventory. 

12) If you offer discounts on a bill, there are no VAT codes for this. 

13) If you have items in a group with 4 colour variations, and 10 sizes and then you decide to add another 2 colours to your collection, there is no way to add these options. You. Have to create a new group and make the 20 new items, and then move them to a group. Again, crazy- this is supposed to be an inventory system capable of handling variants!

14) There are regular updates,  (refreshes) but we never know what has been updated, and frequently these updates cause a random problem- we need to know what we are updating when we press that yellow ‘refresh button’ 

 

 

I know there are many other problems I face on a daily basis, but these 14 really make Zoho very difficult to use on a daily basis, and the number of errors I have in my accounts is huge.  I have been struggling away with Zoho since June 2020, and I am now very much regretting my choice and want to change to another provider, but I cannot even do that as I do not have a full set of accounts to export. SO I am stuck. I am probably the only person in the world thankful it is COVID times because my business is quiet enough to struggle along with these problems but honestly, the stress it is causing me!!  I Have had multiple support calls with various member of the team, and I am often told – ‘this is almost ready be patient’, or ‘no, this is not possible right now but we will tell the development team.  At this stage I would not recommend ZOHO to anybody. Which is sad. - I like the guys and  when I first started testing it I thought it was fab. But as I tried to run my business, more and more problems revealed themselves!


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • How to display Motivator components in Zoho CRM home page ?

                                    Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

                                  • Introducing Record Summary: smarter insights at your fingertips

                                    Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the

                                  • Account in Quick View Filter

                                    I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

                                  • Insert Cookie Policy in Zoho Sites

                                    Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca

                                  • Unable to confirm Super Admin assignment — confirmation button not working

                                    I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

                                  • Delegates should be able to delete expenses

                                    I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

                                  • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

                                    Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

                                  • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                    This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

                                  • stock

                                    bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

                                  • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

                                    Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.

                                  • Marketer’s Space - Get Holiday-Ready with Zoho Campaigns

                                    Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how

                                  • Personalized demo

                                    can I know more about the personalized demo we are construction company and

                                  • User Filter not selecting All Items

                                    We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,

                                  • Can I collect email addresses in a form??

                                    Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?

                                  • Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms

                                    Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM

                                  • Alerts for mentions in comments

                                    We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

                                  • Subform Disabled Fields Should Remain Disabled on Edit/View

                                    Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

                                  • Is it really true that I can't set the default 'deposit to' account in 2025?

                                    I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

                                  • Standard Payment Term is not pulled from account to quotation

                                    Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

                                  • OAuth integration issues

                                    I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

                                  • Zoho Mail Android app update: Manage folders

                                    Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

                                  • Shortcut to fill a range of cells

                                    Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

                                  • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

                                    Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

                                  • Revenue Deferrals

                                    Does ZOHO books and subscriptions handle Revenue Deferrals?   

                                  • Can I make a website open inside Zoho whenever I log in?

                                    Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever

                                  • Zoho Analytics & SQL Server - Live connect

                                    Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

                                  • Kaizen #214 - Workflow APIs - Part 2

                                    Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.

                                  • Playback and Management Enhancements for Zoho Quartz Recordings

                                    Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

                                  • Zoho CRM Community Digest - September P1 | 2025

                                    Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their

                                  • Upload my theme.

                                    Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

                                  • Explore the Redesigned Quotes Module in Zoho Billing

                                    Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,

                                  • Product Updates in Zoho Workplace applications | September 2025

                                    Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

                                  • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

                                    Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

                                  • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

                                    am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

                                  • Notification received when self-assigning tickets

                                    When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

                                  • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

                                    Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

                                  • Session Expired

                                    I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

                                  • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                    Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

                                  • Disable Buttons for Users with Profiles without permission

                                    Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced

                                  • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                    Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

                                  • Next Page