My unsolicited Zoho Books suggestions
I've been living with Zoho Books for a few months now and I still find it fairly hard to use. I have a few suggestions that I think would improve the product: INVOICING - This is rather difficult in Zoho Books and unintuitive. I am forced to go into my time sheets and look for uninvoiced items. But I can't create an invoice from there... I have to go back, and click on projects to find the corresponding project, THEN click the invoice button. The workflow is convoluted. I should be able to go to
Reconciling with no accrued interest
How do you reconcile account when no interest is accrued? The reconciliation will not go thru if no transaction for interest is $0.00.
October 20th 2012 duplicated - It appears twice!!!
October 20th 2012 duplicated - It appears twice!!!
Providing Quotations instead of Estimates
Before I begin, I would like to say that Zoho Books has transformed for the better the way I conduct my business 100% in the two months I have been using it! I particularly like the tight integration with PayPal & how Zoho Books applies customer payments received through PayPal directly to invoices!! OK, that said, I am finding a need to provide quotations rather than estimates & wonder how to provide a customer with a quotation rather than an estimate. Is there a way to edit the estimate template
Opening Balance Adjustment Wrong
Hello, I have an incorrect amount posted in my opening balance adjustment account. This account states that it will hold the difference in the debits and credits entered during the opening balance. But there are no transactions in my account that add up to this amount. I need to have this cleared or help understanding where it is coming from. THanks, /r
Access into system
My employee clicked by mistake on the 'SIGN UP' button rather than the 'SIGN IN'. Now she does not have access to the sign in creen. How can we fix this ? RSM
How to download prices and pricebooks for a product?
I am using the API and I don't see any way to get the list prices for a product. I can get the unit price from the Product API. But what about the Price Book API? How do I get the products associated with the price books? Did I miss a function?
Need help with bank catagories.
I noticed that my bank account is not syncing.. we would like some assistance. our account shows that we need to catagorize the entries we received or that was downloaded. please advise. frann
Lost contacts in migration from Zoho Books
Hi Not sure if I did something wrong but Ive lost my Customer contacts in the migration process Any suggestions other than manually re-entering them ?
I do not see CSV filetype in the import dropdown list
I am not able to import a CSV file because I can't choose that filetype from the dropdown list when importing products, customers or accounts. What am I doing wrong?
No CSV option in import dropdown menu
When I try to import products, accounts or customers, I do not see the CSV option in the dropdown menu so when I click to upload, it says wrong file type.
Keyword or "All" Search badly needed in options
Instead of having to select the area in which we want to search, There needs to be a "Keyword" or "All" Option so that we save time searching. Right now if we search for a name or keyword we have to keep typing it in and changing the options until we find what we are looking for.
Add accounts or vendors as I go
when I make an entry in bank account I choose an account or vendor for example. I can only choose the ones existing. Can I add one directly from that screen? Otherwise I have to return to settings every time. Very difficult when setting up your business for the first time.
Bank set up
I am new to Zoho Books. I am trying to set up my banking info and keep getting an error. The error is " THe request cannot be completed because the site is no longer supported for data updates." I was able to choose the bank from the drop down list. Is there something I am doing wrong?
staff
how do i delete a staff person?
how do i print all bank transactions
when i go to bank transactions i see exactly what i need - there is no way to export them or to print them. Here is what I see
How do we know what estimate is related to the converted invoice?
We need for the invoice to be able to reflect the the estimate number that it was generated from. Please add a field or a location on the invoice to indicate what estimate it was converted from.
Zip Code missing in Bill To: area of Invoice template
I have worked hard to customized a modern invoice template and just discovered that the customer's Zip code is missing from the Bill To area. What is the code for that? I only have: %CustomerBAddress% %CustomerBCity%, %CustomerBState% [zip code needs to go here] Thanks, -Ian
Reconciled transactions
Hi, I need to change the date on a reconciled transaction. Zohobooks will neither let me change the date nor delete the entry. How could I correct? Thanks.
Handling a check that covers two invoices
I sent out two invoices to the same Client and they paid them with a single check. I'm trying to match my deposits to my transactions and the deposit doesn't match the two invoices. How do you suggest that I handle that? Is there a way to flag the Invoices
how do i process 1 payment for multiple invoices and just see 1 payment
most of the time i will get 1 cheque for multiple invoices. I am wondering how i can input the Total of the cheque and apply it to multipe invoices
Messed up on bank reconciliation
Hi, Is there any way to unreconcile a bank account? I have wrongly entered the start & end dates for the reconciliation period on previous reconciliations. When I try to reconcile the bank now, Zoho states that the period has already been reconciled. I've only just migrated to Zoho Books so it would be relatively trivial to start my reconciliations from scratch. ty ***UPDATE*** I have just found my own answer on this forum at https://help.zoho.com/portal/en/community/topic/how-to-undo-a-reconciliation sohope
Can't set financial year end
Hi, I've prepared my accounts for the financial year January - December 2011. There's a little problem when it comes to the figures displayed on my Balance Sheet on 31 December 2011, whereby the P&L is taken for the period of June - December 2011 instead of from January 2011. Is this a problem with setting up the proper start to the financial calendar (January as opposed to June)? If so, how do I change the start of the financial year? Can't seem to find it. Thanks in advance for the help! Regards,
individual reports for different bank accounts
Hi I'm trying to print up reports based on the different bank acounts I have in zoho books, that is I have like 5 bank accounts but want to report transactions on them individually?? Anybody??
Billable expense
Just a quick question regarding recording an expense as billable... What does Zoho Books do differently with an expense recorded as billable compared to one which isn't? I see that the expense can be attributed to a particular customer but what happens on the ledger? ty computethis
Cloned Invoices
Why can an invoice not be raised when one or more line items have been deleted ? The nice thing about cloning invoices is that you can use the line items that are relavant in a particular month - often all are, but not always. Please advise.
How to assign proper email addresses for replys to customer
When a user sends an estimate or invoice and the customers replies with a question, How do we direct the email to the sender and not to the master email on file? For example: We have only 2 users. User 1) sends an estimate. The customer relies with a question, but User 1 does not get the reply because it is sent to the Organization's Email. Bobby
Decreasing asset accounts
I was not able to make a journal entry to record the purchase of new equipment.....i could not select the particular asset account from options availble How does one make that entry? thanks,
why does my dashborard show expenses at less than they were
any ideas? thank you update: oh I see, it doesnt include fixtures and fittings... why?
Matching Transactions to Bank Statements
Often the Bank Statements I import isn't finding (to Match) the Expenses I've created. When I go to the expense, it is there, but the Matching functionality in Books won't find them either automatically or when I search for them using the matching Search
Opening Balances
Hi, We began with Zoho books at the end of 2010 and entered all of the opening balances as at Dec. 31, 2010. I now need to adjust the opening balances as at Dec. 31, 2011. I have read discussions on the topic of opening balances where it was mentioned to reenter all opening balances again as of the new date but after trying this all of my accounts were overstated. Should I only adjust for the differences in these same account opening balances at end of fiscal year 2011? Adjust difference between
Undeposited funds
Is there a reason that when payments are received through PayPal, they are registered as "undeposited funds"? I personally would prefer them to be booked as deposited to PayPal (as this is what has happened). Now I need to manually make this change. Please advise. Thank you.
offer sample Zoho Book populated with data to see how zoho books handles reports/entry etc.
We are a little concerned that we are going to commit to an application without testing it against our needs... we would really hope that zoho books would have come populated ZB with a sample sm. business option with bogus bank/finance/client details
Do I need match the check I deposited to my bank account.
Hi: If I sent an invoice to my customer, and he paid by check (total is: $500), so I deposited the check to my bank checking account and recorded the payment under that invoice. Now, since I sync my checking account to my zoho books, so I can see the check amount in my zoho books account, do I need "Add and Match" that amount? if yes, seems I get 2 $500 income, one is when I "recorded the payment under that invoice", another one is the "Add and Match". I am not accountant, so I don't know what
search results of invoices is a very poorly designed UI and functionality
I think the screen grab describes one of the many things that makes Zoho Books NOT the best online accounting software for small businesses. Still no dunning tools. Still No export all invoices against one customer. Still no option for permanent attachments to contact (contracts, agreements, MOU) to be included when mailing invoices.
Converting from Zoho Invoices to Books problems
I have started the trial move of invoices to Books as I want to include my tax deductions etc in the Zoho suite. I have however noticed several issues with this... 1. None of my hundreds of timesheet entries have been transfered which I cannot see a reason why not and I am not spending several days doing a manual transfer? 2. There is no Zoho books iPhone app to log timesheet entries so I will still have to use Invoice for this which seems a bit crazy? Are there any ways around these issues as
Opening balance Query
Hello, I am having trouble to adjust the opening entries for January 2012. Our final accounts for 2011 was reviewed and entries were not modified in 2011. We want to start financial year 2012 with modified opening entries. The opening entries are showing the brought forward balance of last year and no modifications can be made. Grateful if i can get an advice on the above issue. Thank you.
Can customers be given access to their invoices only?
Can customers be given individual access to their invoices?
Matching transactions suggestion
I noticed that when I'm matching my imported transactions and click "Add and match", I cannot create a new vendor right away. I have to open the Contacts tab in another browser tab and create a contact/vendor there, then switch back to the Match tab and
Missing "Amount" column in Recurring Expenses
It would be nice to see "Amount" column added in the Recurring Expenses table.
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