Mobile access
Is there a way to access a mobile version of my Zoho books account so I can create and close invoices on my iphone?
Online payment form shows two fields for state
Using Braintree for online payment. Online payment form shows two different required fields for "State". One is a pick field, the other text. Both are required. This will irritate customers to enter state twice.
Zoho books - unable to export pdf
I'm trying to print out invoices for customers but keep getting error message and no readable pdf. We can't email invoices either. Thanks
Multi currency in recurring expenses
Hi, I need to set up a recurring expense. I receive the recurring expense in USD, and my primary currency is in GBP. I see no way to change the currency when setting this up. Please advise, thanks.
Migrate contacts from zoho books to zoho crm
We am zoho books users. We want to use crm, we want sync contact from zoho books to zoho crm. We followed your guide https://www.zoho.com/crm/help/zoho-invoice/ already but failed at the step to find "Apps & Add-ons" button in zoho crm (see .jpg attachment). Could you guide us a SIMPLE + CLEARER WAY, PREFERABLY PRINT-SCREEN STEP-BY-STEP to help us finish this process?
Does Zoho Books integrate with Zoho CRM?
Hello, I think that this may be too much to ask right now, but would there be a chance that all your accounts, contacts, products & quotes/estimates from Zoho CRM integrate over to Zoho Books? That would be great if they did! Thanks Jeremy
Scheduled maintenance for Zoho Books on August 24th, 2013
Dear Customers, Zoho Books will be temporarily unavailable for approximately two hours on Saturday, August 24th from 00:30 am to 02:30 am (PDT) as it is undergoing a scheduled maintenance. We request you to plan your accounting activities ahead of time. We apologize in advance for any inconvenience caused due to this. -Zoho Books Team
Getting reimbursed from my own company - how do I enter this information?
Hello, just trying to learn my way around Zoho Books. I want to find out how I should enter the information for reimbursement from my company for expenses that I have paid from my personal card. e.g, I catch a taxi and pay on my personal card. I now need to be reimbursed by my own company and have it shown in Zoho Books for our accountant. What is the best way to do this?
Automatic emails
Is it possible to create recurring invoices and that an email is automatically sent to the client when the invoice is created ? Thank you
How to record Unused amount of business trip allowance?
Imagine a company gives its employee some funds for travel expense. After travel an employee returns unused amount back to the company. Question: how to record this operation in Zoho Books?
Add account to Equity
How do i add a new item to Equity named "Share Capital"
Interegrate Zoho crm with Zoho Books
Hii Zoho team, You have given a feature to integrate quick books and Zoho crm. But you have not integrated very own zoho crm and zoho books. Integrating the two would be really awesome.. If there is a system where an invoice created in zoho crm would create an invoice in zoho books and give a pop up to record necessary bills and expenses against that Invoice , it would be nothing like it. Also you need to give more options to customize the Dashboard. You have given an awesome Dashboard which gives
How to delete an invoice AND get the invoice number back?
To make it simple, we made a mistake and made the wrong invoice... that number was supposed to go to another. We deleted the invoice, but now when we make a new one instead of being #64 (the number of the deleted invoice) the new one is #65... and we really need to remake the invoice with number #64 So the question is 1) how do we truly delete an invoice with its number OR 2) how to make an invoice and force a number on it?
Editing Tasks
How do I edit a task in Zoho books? I've entered some tasks to be used when entering timesheets but I need to edit/change them. Thanks
correcting past errors
Hello, I discovered mistakes regarding VAT from previously matched invoices. I want to correct those mistakes but I get the following error messages: " This transaction has been matched with a statement line. Hence, the fields which affect the transaction
Expense paid via bank trf, then returned. How to record this returned money?
Hello, We paid an expense via a bank transfer. The bank then, for some reason, returned this money. How do we record this 'negative' expense? Less than zero expense entries are not allowed in Zoho and I cannot see how to reflect things correctly. Thank you R
How do I enter an expense onto a project?
I'm trying to enter an expense onto a project. So far I can only find how to add an expense onto a customer which is not the same thing. Can anyone help?
I have added a bank account but it doesn't show up when I want to add invoice payment
Hi. I have added a bank account. But it is not showing when I want to make a invoice payment or add a payment to a specific invoice. I can record deposit from bank list. I am not sure what is the problem. Can you please help? ITS URGENT. Regards.
Does ZOHO Invoice and ZOHO Books Integrate?
I have sent out invoices in ZOHO Invoice, does this integrate into ZOHO books? Do I have to manually enter the information into ZOHO books?
Outstanding Balance Due Payment Link
Hello, I'm new to Zoho Books and am wondering if there is a way for me to send a payment link to customers that will allow them to pay their total balance due (from all outstanding invoices)? Ideally this is something I would like to include in the statement email. I see that the statement email does include a balance due field, but from what I see there is no way to allow the customer to pay for this balance from there. Terry
Disable Zoho Books automated payment reminders?
Hi, Is it possible to disable the automated email payment reminders for overdue invoices? I have encountered a couple of situations where it would be preferable to do this and then use the manual reminders thereafter? Thanks Owen
How do I get a report on Recurring Invoice revenue?
As the topic states. I'm looking for a way to see my recurring invoice revenue based on the time it is billed (i.e. a monthly report, annual, etc.) I'm novice at Zoho Books. Thank you for your patience and understanding, and I appreciate your time and advice.
Blur about credit note function! No records at "payment received" after record credit note.
Till now I'm still so so so so blur about credit note function. Please advice. 1) I issued invoice to client RM1000. Client was mistaken bank in RM1200. Client don't want us to refund to him. So that is means that extra RM200 should be pumped into client's credit. 2) In such, I cannot go to invoice page and click "record payment" as you only allowed me key in maximum RM1000 (not RM1200). 3) The only way I can do is go to "CREDIT NOTE" under "money in" tab and issued credit note to my client RM1200.
bug for "comments & history"?
As shown in attached print-screened pictures, you can see we totally cannot create "spacing" between sentence and sentence. Even if we typed it and space it directly, after clicked save, it has changed to no spacing. It's happened in all the pages that allowed people to leave comment i.e. invoice, estimate, contact. We need you to take action quickly on this bug as we sometimes will create long sentence in comments there. We are hard to read the comments without spacing. (p/s: Perhaps you may suggest
Unused Credits and over payment
How do I show pay a refund to a customer who has over paid my for an invoice and wants a refund. They paid me double so I entered the payment and its shows an over payment of $3408. They want the money paid back. How do I do this in Zohobooks. Cannot use a credit note so how do I do it. Thanks Douglas
User Data Log
How to check who make changes on the account? I found that I can easily change invoice, items, etc in money in or money out. and I also can delete the data. Is it can be limited with user access staff?
Task Reminders on Zoho Books
Is it possible to set a reminder to an admin to follow up on invoices sent out?
Zoho books subscription
Hi Few months back I had taken an yearly subscription for Zoho invoices. Now with the business growing I am feeling the need of an accounting software which manages my expenses, purchases and keeps records of accounts. Zoho books seems ideal for me. So do i need to buy its subscription as well in addition to 120$ I paid for Zoho Invoice or that can be adjusted in the same. Zoho books seems to to all this in addition to create invoices as well for which I am using Zoho Invoice. Please help. Regards
Product Based Projects
Hello Would be happy if you can add projects based on Products as well, Like if i have a buyer and they need a consignment of Material to be imported and supplied and we will be buying goods and shipping and supplying them at door step and add all expenses under project and link it and finally send them invoice and it can show profit based on product supplied and expenses, We have this facility in Freeagent and i hope this can be implemented here Thank you
adjust/delete a duplicated account name
Dear sir, How can I adjust/delete the duplicated account name? Rgds, Balinda
How ot Enter VAT Repaid to My Company in Zoho Books
Hi am working in the UK. I have just started my business this year using Zoho CRM and Zoho Books. I have had a refund of tax paid by my company and want to enter this in Zoho Books. I currently generate my Invoices via the CRM so I am unsure how I would make this entry into the Manual Journal. Can you please offer advice
Problem with OPENING BALANCE ADJUSTMENT A/C
Hello everyone, I am new to zoho books, i'll directly come to the question I have been been updating the 1st Apr 2012 opening balances and now I am unable to delete or change the figures in the Bank a/c, is there any way to delete/clear all the entries in opening balance adjustment a/c. i want to make the opening balance adjustment a/c to NIL. Please let me know, it would be more helpful.
TD Bank Canada
I am having trouble signing up a feed from TD Bank Canada (personal/business). Can you check? Thanks.
Track Stock
Can I track stock purchases in Zoho Books ?
Frequency of data feed
How can I set the data feeds from financial institutions to be daily and real-time? thanks.
csv file from quickbooks not recognized as valid import file
I am trying to migrate from Quickbooks. I exported the account list to .csv file but when I try to import into Zoho I get this error message. "The import data does not match with the allowed file formats . Please check your data and the file format." What should I do?
Reports In Two Currency
Is it possible to run P&L / Balance sheet with two currencies? So base company currency and another using the month exchange rate Also Can reports be exported into excel Thanks
Logo On Credit Note Error
Hi I noticed the Company Logo when it appears on the Credit Notes is totally dis-proportionate. Also why are custom fields being added to the Credit Notes and Records? Please can this be fixed. Thanks Gene
I want you to export all the info from the contracts with the amount for each contract with details of VAT
I want you to export all the info from the contracts with the amount for each contract with details of VAT
Change Expense Currency
How do I change the currency of an expense? wilsondesign.
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