Two Projects : One Invoice
I have two separate projects for a client, and I want to create a single invoice. But that appears impossible. Am I missing something?
Server Fees from Wells Fargo
The main reason I changed to Zoho Books was because the fees were less than Quickbooks online, which I had been using. Today, I discovered that was not the case. In my case, the fees are about the same, but come from different places. When I used Quickbooks online, QBO imported figures from my Wells Fargo account without any additional service fee. Now, with Zoho Books, the figures are imported - but there is a $14.95 month fee from Wells Fargo for Zoho Books accessing the accounts in a "Quickbooks
Bank does not exist in the the Configure Feed selection list
Hello, Seems like apart from American banks there are also non-American banks on Earth (strange, huh?). Where can I write to in order to ask for inclusion of the bank I use (a European one) into the list for automatic transaction retrieval (feed)? Thanks!
Credit Cards
Hi I want to add Credit Card as a mode for "paid through" but my Amex and HSBC credit cards are issued in HK which do not seem to be supported. Is there any way to add "paid through" modes without adding credit cards or bank accounts under "Banking"? Thanks
Exception code 507 when retrieving Payoneer transactions
Hello, I'm a new user of Books, although a long time customer of Zoho CRM. I can't retrieve my Payoneer card data automatically, the system shows exception code error 507. Please, advise. Thanks!
Lack of customer service and poor product functionalty is getting old....!!!
I do not intend to speak for others who use ZOHO Books but I will provide my opinion here. I am getting sick of the poor customer service from this company. Just because the representatives comment on a question or a requirement does not make for good customer service. I need to see some real movement with the updates to the system. You keep informing us that: "Zoho Books doesn't support writing OR printing the checks at the moment. We've already added this feature to our road-map and we are adding
About Credit Notes
We issue invoices in advance of monthly services. October 1st invoices went out, for example, on September 15th. We often receive payment in advance of the date of the invoice. In Books it says, "You can issue a credit note any time you owe your customer some money or when you receive an advance payment." But it appears that I need to debit (decrease) the sales account just because I've received early payment. When I receive a check and apply it to an open invoice the appropriate cash account
recurring invoices sent to me that shouldnt be sent
I have had a few recurring invoices being sent to me (notification before i send to client) but they arent meant to be sending! i have had them stopped (only just recently started sending them to me but these are not the ones that are supposed to be sent). + 1 of them i have deleted the recurring invoice but i still got the email! Can someone please tell me what i need to do to stop these incorrect ones sending. I am concerned that if i set the recurring invoices to automatically send to the client
where are my transactions
i have the free trial. and no transactions download. i can connect to the bank but there are no transactions.
Bank Account reconcile screen inadequate - some easy fixes proposed...
The bank account reconciliation screen is painfully inadequate. If you could make the following changes, it would greatly improve the experience at what seems to be a small development effort: Add column or detail line for payee/payor name (seems a very
Bank reconciliation starting with negative difference
Hello, I am trying to reconcile a month, all previous months prior to this month have been reconciled. Before clearing any figures in the reconciliation I already have a negative difference. All the transactions in the reconciliation are correct and if
Branch financials
Hi, Is it possible to maintain Branch wise books in Zoho? I mean to say if the company has three-four branches all over the country then how we will maintain books of accounts? Regards
Invoice Notification Email
Hi I should like to use a different email for invoice notifications to customers than then one I log in on. For invoices I'd like to use invoicing@mydomainname.com whereas I log in with myname@mydomainname.com Is this possible without paying an additional $5 per month for another user (which I do not need)? Best Wishes Matt
Get project names from Zoho Projects?
Hi: Zoho Books support In "Time Tracking" -> "Projects", I can add new project, is there way (or possible in the future) that can import all the project names from Zoho Projects? Right now, I have to manually copy from Zoho Projects, and paste to there. Thanks James
Tasks / Reminders In ZOHO Books
Is there a plan to implement a task with a reminder that can be attached to a specific estimate, contact, etc...?? Bobby
Zoho Books "Credit Note Template"
In the email settings for the "credit note email template", the field %CN_Total% is displayed like this: USD344.55 I need it displayed like "USD $344.55" or simply "USD 344.55". If "USD" and "344.55" are concatenated together without any space in between, it's very hard for my auditing.
feature request
Hi There, I am using the 30 days trial and I am comparing several accounting online software. I really like zoho books and it's simple colorful interface. Though, I am missing a few features to make my decision: - no iphone app - if iphone app is in development, you should be able to record your expense and attached a photo of your expense from your phone. - can't attached receipt to expense from computer I think these are the main feature that I am missing to make me chose Zoho books vs other software
Deleting deposits
Hi, can you please advise how closed invoice can be deleted? Thanks
Invoice Line Item start date - end date
Hi, we are currently implementing Zoho Books for our organisation and i have a simple question. we are proving hosting services for our clients and would like to have a start date - end date for our hosting products, IE = 1st Jan - 31st Jan for each invoice. Some of our clients want to see this specifically on the invoice as line items, can someone advise me how i can do this for an invoice that we would want to have sent out automatically every month so we wont need to edit these records thanks
How do I remove my Credit Card integration?
After adding my business credit card to the Banking integration section, I've decided to remove it but cannot do so. I can simply make it "inactive". I will like to completely remove my credit card info - how do I do this?
Custom contact data
Hello, I need to add the following field in the contact Details : VAT BRN those fields must be displayed on the invoices and estimates created. It is requtied by law in our country. how can this be achieved ? jmaurice@net2be.com
Not enough space to write more than 500words in description. Help.
We faced problem when recorded "description" for bill. The description you restrict to 500words only but most of our description contents are more than that. Can you set it unlimited? Or can you at least limit it to 1000words? We think if possible, please
Differences between "%balance%" and "%customerbalance%" in payment thank you email setting?
Please define.
Can you enable these placeholders in payment thank you email setting?
During we do the record payment after invoice issued, we can select and fill in these two fields"payment method" and "note". BUT these two fields do not included in the placeholders for "payment thank you email setting". Can you add these? we treat "payment
Shipping Address is not transferring to invoice???
Shipping Address is not transferring over to invoice. Please fix this problem as we have to keep re-entering the shipping address once an estimate has been converted to an invoice. When creating a new estimate, my estimator enters the shipping address while on this page. When estimate becomes an invoice...the shipping address is missing. Bobby
Maintaining TDS liability and Service Tax Liability seperately
How can i have separate heads to maintain TDS liability and Service tax liability in balance sheet? At present both of them get combined under Tax payable
Import Bank and Credit Card Statements into Zoho Books
Hello! Automatic bank feeds was our first initiative towards zero data entry in our accounting software. Many of our customers have tried and liked it. For those who haven't been able to set up the bank feeds and would like to reduce the dull data entry part, should definitely try the 'Import Bank or Card Card Statement' feature. All you need to do is get your bank statement in a CSV or TSV format and then follow the three simple steps to import it into Zoho Books. Step 1: Select the Statement Step
Bank Statement with bounced checks
some checks will bounce, in our bank statements, it will show eg.$1000 for Invoice number 200 (the june 01 check has bounced, and we redeposited the check of june 10) Credit Debit Jun 01 1000 June 02 1000 June 10 1000 when I am doing statement matching, of curse I will match Invoice 200 with the June 10 record of credit 1000. My question is what should I do with the June 01 and June 02 credit and debit record showed in my June statement? thanks
Bank account feed stopped working.
It worked for a few weeks and then just stopped pulling down data. I've tried refreshing and typing in the credentials several times to make sure they are all correct and it still doesn't work. My credit card feed still works fine, however. My bank is PNC.
Email issues within ZOHO Books
Email not working.... We keep getting Undeliverable Mail Messages from ZOHO. I can attach on of many that we have received if needed. We have found that the email addresses and their servers are okay and there is a problem with ZOHO. So far all of the undeliverable messages through ZOHO have been tested with other email programs and each time we test the email address in question it works fine. This needs to be a top priority because it is delaying payment as well as many other business related issues.
Re-import from crm is not working after CRM changed to new version
In new version of CRM, i just created a new account, then i re-import from CRM inside books as usual. But it is not importing my new account into books?
Opening Balance questions
Hey People, Does anyone know how to enter in journal entries for the bank and A/R. I'm trying to enter in my opening balances.. Thanks everyone!!! John
Purchase Orders
Hello, is there a way to design a specific template that i can use to create purchase orders ? regards, jmaurice@net2be.com
Books and CRM
hello, we purchase both the CRM and Books to manage all our enterpise workflow. however the sync and integration between books and crm does not seems to be working. Invoices / Quotes does not show up into CRM. Import of contacts from CRM to Books resulted in double entries and we cannot delete those double entries now (says being used by CRM). a serious help needed asap. CRM to be used by our field engineers and sales whereas Books is being used by internal accounts. This way gives us a full view
Zoho Books and Zoho Invoice
Can I migrate from Zoho Invoice to Zoho Books? I am missing the AP function in Zoho Invoice. I think Zoho Books has everything?
Bank Feed and Rules List
I have set up rules list for categorising bank feeds into various expenses. But when i am importing statements the rules are not getting applied?
Unable to see notes in csv file
While entering an expense, I enter some remarks or detailed description in Notes. 1. When viewing Accounts Transactions in Reports, I donot see the Notes in the grid. Even if I export the the grid as csv file, I donot see Notes. Since we need to print monthly reports for all accounts, this feature would be helpful
Zoho book acting as zoho invoice
Hi guys. By the look of it, Getting zoho books, CRM and invoice to play nicely together doesnt seem to work well. Is there a way I can limit the functionality in Zoho books and use just the invoicing features for some of my staff? Whilst still retaining the full functionality for myself? Thanks and all the best.
staff entry
i have purchased the full zoho books and now it asks me to pay an additional $240 per year to add staff, I have added a person but he does not show up on my timesheet dropdown menu...... Can you clarify why i cannot add staff after purchasing the software?
Deleting a deposit entry
Hi everyone, We are new to Zoho so please be kind and simple when explaining an answer to our question. We have entered in deposits into Zoho and realized that some deposits have been entered twice. We're trying to delete the deposits that have been doubled up but cannot seem to find out how to. Any help would be appreciated, Cheers, Adam
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