duplicate contacts problem
Before I import my customer data from zoho crm, there is already a customer I created manually inside zoho books. Therefore, there is a duplicate contacts. I wanted to use the contact imported from zoho crm and delete the one I created manually, but there are some closed invoices for this contact. How can I merge the 2 contacts or to import all the invoices from the manually created contact to the crm contact? thanks
matching records, ASAP please! Thank you
Hi all I have hundrends of invoices in zoho books. I need to import payments against these invoices. How do they sync up? or dont they? thank you so much
Zoho Books and Zoho CRM integration
Dear customers, The new version of Zoho Books is already released and is available for beta access now. It's time for us to start the work on the next agenda. YES, it's the integration between Zoho Books and Zoho CRM. We are aware that this is a crucial one that most of you are looking for. We would like to talk to you on your requirements in detail so that we can address most of the concerns. Please feel free to write to us on support[at]zohobooks[dot]com with your contact number and a good time
BUG - Banking Transaction Ref's not showing
We have integrated with Lloyds TSB Business Bank (UK) and transactions appear in the history as they should, however the "Ref #" field is totally blank which makes the matching up and reconciliation between transactions and the bank account very tricky as you have to go by just date and amount and impossible if there are two or more transactions for the same amount on the same day. I would guess its just one of the fields in the data source through the API that is not mapped correctly as it has changed.
erase bank account
How do I erase a bank account in Zoho books? thanks
Deleting matched bank transaction from statement
Hi, I'm new to ZOHO books and I'm in the process of setting up my account. How can I delete a matched transaction? I made a mistake and uploaded a statement with a deposit into my account. I then matched it an account. I then went closed the invoice. Now I have duplicated it in my account. How can I delete it? I'm lost Thanks Richie
Bank Reconciliation in New Zoho Books
Firstly, I would like to say how much I am enjoying the new Zoho Books! Having recently changed my bank I am also now benefiting from the bank feeds feature. However,I cannot find bank reconciliation in the new Zoho Books. Am I correct in saying that matching a line from an imported bank feed is the same as reconciling the item with the bank? Currently I am matching imported feed items in the new Zoho Books then reverting back to the old version to perform a reconciliation; this does not seem right
Help on modules and form
I've created one module which contains saveral fields.Now i want to add logic on fields Viz;enable picklist on click of checkbox.plzz help me..i'm not getting ny help for these.Even i want study more on this.
Change Currency in Manual Journal
Hi, I like the zoho suit of products so far, but I have an issue with zoho books. Currently I am unable to change the currency while creating a new manual journal. I can set the currency while creating a new bank account but I can't do so for the manual journals.Is it possible to do so and if so how do i go about this. Any feedback on the same will be much appreciated.
When will Zoho Books be available on iPhone?
Thank you in advance for your prompt response, Andre
Restrictions for Staff users
How can I make it where my sales people can login to the books, but only add new invoices for sales they made? Not seeing the expenses, bank accounts and all of those admin sections? Can I add a role and set what that user in that role is allowed to access? Thanks, Richard
change currency
hello I have an issue with zoho books. i am unable to change curreny while i create a inovice with a old coustmer name e.g.i have an coustmer usually i create invoice for this coustmer in euro but now i wanna change the currency i want to put dolor for this coustmer but i couldnt put, thanx
Search option
On the new Zoho Books is there an option to do a search by customer or invoice? On the old it was at the top right but I cannot find on the New Zoho books
Attachments to expenses
When I record an expense in Zoho Books, sometimes for audit purposes I need to record the original expense receipt/slip as well. It would be ideal if a PDF Attachment could be linked to the expense transaction online.
Can Zoho Books set up a payroll feature via PayPal?
I would like to pay our sales reps using Zoho Books and have the payments made via PayPal. Is this possible?
New Zoho Books Feedback & Ideas
Zoho, you've done an incredible job designing the user experience and interface for business owners. The Dashboard is extremely powerful and really useful. I do however, have some concerns and would like to bring them to your attention: 1. Add a Search
ZOHO BOOKS APP BETA TESTING - Feature Suggestion From A Beta Tester
I am very surprised to find out that the new Zoho Books (Accounting/Invoicing App) does NOT INCLUDE a method of taking photos of expense receipts to document purchases. Without this feature the user is forced into using the old paper method where the
Closing a module
I have been an accountant 20 years and worked on various accounting systems. I have used real small systems, enterprise systems and several in between. To elevate your Zoho Books to the next level, you'll want the ability to close modules. That is,
Bank Reconciliation
Hello I have started a large bank rec , but did not put in the correct bank statement balance so cannot reconcile it, How do I change the bank statement amount on a reconciliation which needs it changed to the correct amount to clear the reconciliation. I hope I don't have to start again Regards Hann
Listing a transaction as a deposit instead of a credit card sale
I have mistakenly recorded some sales as deposits. These were bank deposit transactions from credit card sales from retail customers. Its my understanding that deposits are for non-sales events. Does that mean I need to create invoicing for every individual credit card transaction I might have done?
Zoho books for accountant
If I am an accountant with 20 clients, how do I get 20 clients set up with Zoho books with one login? Can I negotiate a volumne-license purchase with you? Please contact me in private.
Income Tax Payable
Hi there, Im having trouble showing the Tax calculations/payable at my end of year gross profit. I would like the calculation to take place after gross profit and reflect on the net profit at end of year. I cannot find a way to change the report layout. and I am uncertain as to how to record it to reflect the true values of the company, Kind regards, M. Khan.
Where can I get a private issue sorted with Zoho books rather than on a public forum
Where can I get a private issue sorted with Zoho books rather than on a public forum
Email Notifications - Not sending - From Address
Hello, I tried to email a customer and CC myself about an invoice. I didn't receive any copy. Can you please check if the customer received the notification email ? Also my other question, what is the from address that is being used to send these invoices. Can I customise it? I registered for the new Zoho Books. When is this coming ? :) Best, Charles.
Where is the thank you template?
Where is the thank you template? I would like to edit it Thanks
LIMITED ACCESS OR PRIVILEGES
What if I want my accountant to have access to my Zoho books only and my HR Manager to Zoho People only, where do I go to set up their access so they don't have access to the other apps?
Importing Bills : Involved account types are not applicable
Hello When importing bills based on the bills sample file you have, i get the following error: Involved account types are not applicable Can you please guide me on what's the problem? Thanks.
Show: Unpaid (Show balance of Unpaid)
When I go to money in > invoices > show unpaid I want to see the __balance__ of the unpaid invoices I know I can go to reports> Invoice Aging Summary and see the balance there but I'd still really like to see the balance of unpaid as a total on
I have ZOHO crm and ZOHO books I changed my credit card to pay ZOHO CRM but no option to change card in ZOHO BOOKS
I have ZOHO crm and ZOHO books I changed my credit card to pay ZOHO CRM but no option to change card in ZOHO BOOKS
expenses vs bills in ZOHO BOOKS
Accounting questions or possible fixes needed? 1) When I get paid from paypal I input the gross sale as a bill then also input on that same screen the bank fees in the invoice. When I run a report to capture the sale it doesn't show the reduced amount after paypal took their portion in the report.(bank fee) 2) reoccuring expenses vs a bill don't get taken out automatically as a bill. 3) a report reducing expenses and bills should be included to those the net after both reduced and that's what is
estimated taxes not working
In zoho books the TAXES tab isn't working.
Sales Report & Customer Payment report does not work if imported
Hello, I've learned from your support that the transactions that has taken place in Zoho Books will be only reflected in the sales report. The same goes to the Payments received reports which will reflect only the payments that has been recorded in the system. If you import these data, running these reports will return nothing. This is indeed a show stopper, otherwise why the import function? I hope this can be fixed as all the data is already there. Thanks.
Item Fields
how to apply more fields when importing item list into zoho books? must it be updated manually? or can be updated through a change of csv file? how to let zoho books pick whether its special price or original price? thanks
Books API
Are we able to use the Invoice API for Books? Or will there be a separate API for Books? Bruce Letterle Creative Web Technologies
Payment Problem
Today 03-11-2013 I have made the payment of $24 but still it shows "Your subscription has expired, to continue using Zoho Books please upgrade your subscription."
question about writing off bad debts
if i have an invoice that has been partially payed and the rest is a bad debt, can i still use write off on this? i think what i am asking simply is if i write off the invoice does it apply to the whole amount that was owing or just the unpaid amount?
Bad debts
Hi there, I am currently entering in all my data from another accounting package to Zoho Books. I have just created an invoice dated last year. I have to apply a Bad Debt against it. When I click the "Write-off" link it dates the bad debt as today's date. I need to date it to a date in the past. How do I do this? Cheers Leon
Changing a matched statement line
How do I unmatch a statement line that has already been matched in Zoho Books?
simple revenue report
What is the best way to see how many times an item was sold in the last 12 months, for how much and at what quantities to which customers? I tried to find a simple report but could not find it.
Wrong account problem
Hi There, Hope you are well I have just merged my Zoho invoices into Zoho books and the invoice data appears to be pulling through correctly. However it seems I have two accounts set up. I'm not sure how this happened , it may have been an account I tried to set up over a year ago. The problem is that all the data has transferred into my a 'trial' account rather that the 'paid' account...this includes all my bank details. This is the account which I'm paying for monthly subscription has no data..
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