Refunds
Hi I have collected funds from clients to do a project and recorded them as payments against invoices however ive run out of time to complete the project. I have given refunds to my clients. How do I record this in Zoho Books as its a complete refund and I wont be working with those clients again. Thanks
No auto bank imports into Zoho books / Tax Report Wrong
Couple of major Issues that are stopping me from using the otherwise well designed Zoho Books 1. Tax Report Is Wrong Fails to show Tax on Sales Shows COGS as Expense Transaction Type 2. There is no Auto Import and categorise - Only Auto Categorise. This is very disappointing. I can't see why we can not auto import and categorise from bank imports. Other offline programs like cashbook complete have been doing this for years. Zoho Books requires that you review ever single transaction on import. If
Expense Life Cycle
We have just started using your service, and so far we really like what we see. One thing I am having trouble understanding is how expenses work. Here is the process I have been using. 1 - Under Credit Cards - Refresh the feed 2 - Select Unmatched Lines 3 - Create a matching transaction and save 4 - Money Out - Select the transaction and mark as billable and add the client 5 - At billing time - Select all the expenses and Convert to Invoice Here are my questions: 1 - Is there a way to consolidate
Zoho Books restrictions
Hi, I would like staff members be able to enter in quotes into Zoho Books but restrict them from seeing any of the financials of the company.
Page scrolls upwards after every click
Can it be fixed somehow? It's really frustrating when your page scrolls up automatically every time you do a minor action. I'm expecting my mouse cursor to retain position but instead I miss the links I'm going to click on just because the page unexpectedly shifts upwards at the very moment I want to click on the link. I'm using Google Chrome.
Inventory Management + iPhone App for Zoho Books
Hello, Any idea when will Zoho Books offer Inventory Management and an iPhone App? We love Zoho Books but we are reaching a point where we are seeking alternative solutions for managing our inventory. Thanks
Error/bug in Zoho Books on Tax date for CASH business
I've submitted this twice to support already but not received an answer. I think I've found a bug/error in Zoho Books. I am evaluating Zoho books and a little concerned over the apparent inability to call support or get a response to emailed questions. So here it goes on the public forum. Hopefully some kind reader may be able to help. I have a CASH based business in USA. This means the TAX point is the date of PAYMENT. Zoho Books incorrectly calculates it on the date of invoice, when it should be
Zoho Invoice to Zoho Books migration failed
Hi there, I follwoed the steps to migrate to Zoho Books and waited for the email. The email arrived with the following message. Dear Customer Your scheduled migration of data from Zoho Invoice to Zoho Books was unsuccessful. Please contact support@zohobooks.com for further assistance. Regards Zoho Books Team I have sent 2 emails to support@zohobooks.com 2 days ago with no response. I need to be able to do some work on Zoho Books so I need this sorted. Any advice would be welcome. Cheers Leon
Intergration with Bank Account
Hello, I am using Xero it is a great SaaS from New Zealand, one main feature is that my Bank sends all the transaction information to Xero and all I need to do is allocate accounts against the transaction. This can be done manually in other Accounting Programs by importing a QIFF file (i think that is what its called in Quick-books) Can anyone tell me if this is planned or already in Zoho Books. Regards, J
More control over printable Statements
I'd like to be able to create a custom printable Statement that's easy to use with windowed envelopes. As of now the only way that I can see sending Statements is by email. Not everyone wants to communicate by email.
Time Range for Income versus Expense Graph
I would like to be able to change the time range for the graph on dashboard (or in another place) to see it reflecting other periods of time, not just current year. Is it possible?
Dashboard date range
My financial year starts in March. I login today (March 1st 2013) and the previous years income and expense has vanished from the home page dashboard and I see no way to get it back. How can I move back and forth between financial years? I love Zoho books but things like this without a quick answer to find *really* hack me off. There may be a simple solution but its completely beyond me to find. Thanks for your guidance.
Zoho books export as pdf
when we export invoices as pdf in zoho books we are not able to open these files. The message from the reader is format error Not a pdf or corrupted. We use Greek characters in the invoices but it was working ok for years until a few hours ago.
zoho books
Is there a way to assign a cost after an invoice is made? For example, we made invoice and after the fact want to assign a cost to it.
Bank was there - now it is gone!
I added my Bank account successfully to zoho - Affinity Federal Credit Union and the automatic feed is working. I have since opened an additional account at the bank. When I go to add the new account the option for my bank is no longer in the list. Is this because I already have a bank account in zoho from this bank? Or has the list of banks been updated and my bank removed? Thanks.
Document Approval and Estimate Approval Would Be A Great Addition to Books.
Please send to dev team. This feature would be truly help the business process of getting estimate and document approvals. Maybe something like Freshbooks offers. Thanks
Invoice problems
I'm having trouble with the invoices: I created two templates -- one for when I'm billing hourly and one for projects that have a fixed fee. There is a pull-down menu that should allow me to switch between templates at will, but nothing happens when I select it. See photo. On the interface seen in the above photo, there is no way to edit either the client contact information nor the Project Name. Yet, when the invoice gets created these two items are blank. See below. Finally, we have a problem
How do you handle Bank charges
Say i bill a client $500. He pays the bill via paypal who charge say $50 and I get a net $450. I transfer that from Paypal to my business account. The bank feed comes in as 450 and the invoice is for 500. When I try to close the invoice by recording payment it has a place for bank charges but when I enter a no in that and try saving it I keep on getting a message 'Select account to deposit Bank charges".. Not sure what the answer is for that. would appreciate your help. thanks in advance..
Loan - Long term liability and cheque payment
Hi, I have couple of questions: 1) Loan a/c - posted a loan amount received from one of the director and now need to repay this loan back to him. I have selected "Money Out / Expense" but when I try to select the Loan Account from the pull down menu, I am not able find the Loan a/c. 2) Payment towards vendor with multiple invoices - it seems there isn't a feature in Zoho that enable us to process payment to one vendor with few invoices or am I missing some steps here?? David
Calculating tax after sale
I have to sell with adding the tax to the invoice. I have to calculate my sales tax out of the sale price. I have to do this with almost all my transactions. How do I set this up ? Should I set my sales tax to a negative rate ?
Quickbooks Data Migration to Zoho Books
We have been using Zoho CRM since my company's inception to track customers from leads to a sale. Once a sale is completed I manually load the data in Quickbooks 2008 then process the payment and reconcile the books. What would be the simplest way to convert all data from QB to Zoho Books? -Tom
How to Add Employees or Subcontractors
I see I can add a "Contact" but it only shows certain billing terms like net 15, 30, etc. I want to add subcontractors that I am paying weekly. Would these people go in Contacts or somewhere else? Also, I would like to be able to run "Subcontractor Pay" reports too so I would need a way to distinguish them from other contacts. Thank you
need to send all open and overdue invoices all at once to client with one click
As it is, click click click. Can't even get a decent spreadsheet for that ONE client with invoice numbers, amounts, dates etc. The export tool just dumps all invoices and then the user (me) has to dig through it for the information I need. Come on... dunning reports and reminders are an INTEGRAL part of accounting. Zoho Books cannot call itself the BEST software with lack of basic dunning tools. Again, we need, with one click, to send all open and overdue invoices at once via email to multiple email
Stripe As Gateway
is it possible to ad Strip.com online payment system as a payment gateway, or is there a way we can add custom payment gateways. As a quick example on my old invoicing program, when a client paid online it took them to my site to pay that way it didnt have to go through paypal or google checkout.
QuickBooks 2011?
When can we expect a plugin for QuickBooks 2011?
Account Receivable list 12/31/2012
Hi, Today I need to print out a list with all my invoices pending at 12/31/2012. I couldn't do it. I can't age the A/R (kind of historical aging to 12/31/12). If I go to Report- Invoice detail, from 2012 period, it gives me a list of customers with balances but the total doesn't match with the Balance sheet 12/31/12. Am i doing something wrong? Please, help. thanks
Invoices created in ZOHOcrm are not showing in my ZOHObooks account.
When I create an invoice in ZOHOcrm it does not convert into an invoice in my ZOHObooks. Is there something that I need to do? Or am I doing something wrong?
Currency Bugs
When are Zoho going to fix all the currency bugs in the Zoho Books? I have raised a bunch of issues over the last year and hardly any of them have been fixed. The product is pretty much unusable for a company that does business in multiple currencies. There must be lots of other users suffering these issues as well?
record unreconciled items on opeing bank balance
Hi Lets say I import my opeing trial. The bank balance on the tb is $100 debit. At the same date the bank balance on the statement is $110 because a cheque for $10 has not cleared the bank statement yet. How do I show this unreconciled item. Thanks
Purchase Report
Is it possible, to print a purchase report out of Zoho Books? I see that Zoho Invoice is almost fully integrated with Zoho Books, what about the Purchase Report printing and book-keeping. How to do this? Thanks.
Ok this is a hard one, convert numbers to text?
What I mean by prices/numbers to text is something like this : 1902 $ ----> One thousand nine hundred two dollars Not only that, but we need this in French. Is it possible? 1) If it is, great. How? 2) If not : Suppose we hire a programmer to make a script (php, javascript, whatever is most convenient) how can we integrate the result of that script in our invoices and estimates? Is there a way--for example-- to modify the templates to get this as a dynamic variable from somewhere? Any help towards
Zoho Books Staff
Under the TimeSheet for Time Tracking, when I go to Log Time, I have no options of Staff from the pull-down menu. I cannot seem to find anywhere in Zoho Books where I can input my staff's name.
check returned - customer didn't have enough money
How can I undo the payment transaction, leaving the records in the bank account? Invoice was paid, 2 days later I see the charge in the bank statement, the check wasn't paid. How the system can show the invoice pending again without deleting the entry of the payment?
Print timesheet details
is there a way to print a list of tasks by customer? I need to show the details to the clients in 1 report.
Top up Petty Cash - How do I record this in Books?
I'm new to Books and I have no background in Accounting. I received cash (not a payment) from someone so I can top up our organization's petty cash. My questions are: 1. How do I show in Books that I received the money? 2. How do I show in Books that that money is now part of Petty Cash (I have this account in Books)? Update: This is what I did: 1. Created Other Current Asset and named it 'Cash from NAME'. 2. Then, I recorded a transfer from 'Cash from NAME' to 'Petty Cash'. Are these correct?
Share contacts between books and zoho CRM?
First, can we share the contacts between books and CRM, and if yes how? Second what are some other data we could synchronise between the two? Thanks
Zoho Boooks and CRM
I would like to know when we can expect more integrations features for Zoho Books and Zoho Crm..??
Invoice doesn't show up under contact info?
I clicked on a contact name, created and saved an invoice. Then I clicked on contact name again but the summary doesn't show the invoice. Is this normal? See screenshot: http://awesomescreenshot.com/0d9uask2e Thanks for any help!
Removing unused additional user license
We are considering adding a temporary user for our accountant to reconcile out accounts. Would we be able to remove the user license once we add one to support her usa?
Bank Reconciliation
Is there any way to print the detailed monthly bank reconciliation? zz
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