New look on overdue payments
The previous look has days of overdue payments, but now only shows the payment day and due day. I want to sort from the longest overdue payments and I don't want to calculate how many days of overdue payment by myself!
Is there an option for only some invoices to be able to pay online?
Once I activate the online payment option, every customers can choose to pay online. But my question is, I just want some of my invoices able to pay online and some cannot. Is there a way to do that? At this moment, I have to disable the online payment option in order to not giving some invoices to be able to pay online.
Quickbooks version question from new user
I see that the latest Quickbooks version that Zoho works with is 2010. But the latest QB version available is 2011. What do I do if I'm doing a new install of Quickbooks and Zoho? WIll it work with the latest version of QB or do I have to hunt around for an old version of QB? Thanks in advance.
How to record transaction for returned bills
hi, I paid Rs.X for a particular bill in advance. The bill was cancelled and the supplier credited me back the money. How to I record the transaction. Thank you
Credit note pdf cannot show chinese characters
When I print out the credit note for customers with Chinese company name, there is nothing showing under "billing to"??
Easy way to match up materials ordered from vendors for specific jobs?
Hello, I have a client who is considering looking at switching to Zoho Books, but is very specific on functionality that he needs the software to be able to do. I use Books myself for accounting/invoicing but do not specifically know if it can fulfill this functionality. This person wants to be able to enter an order for a client and track the materials he needs to order from his vendors for that order. Currently he is able to enter into a database all the materials he orders, from which vendor,
The selected contacts cannot be deleted because they were imported from Zoho CRM.
I ran another import from CRM to Books and it duplicated many contacts once again. However, this time I cannot delete the ones that imported from CRM and they did not overwrite the originals, like they were supposed to. How can I resolve this? Bruce Letterle Creative Web Technologies
Why does my ZOho Books Payment Reminders keep being diabled?
Is anyone else having this problem?? Everytime I log out and log back in they are disabled.
Labor costs not tracked as an expense
Why aren't our timesheets (labor costs) incorporated into the reports as Operating Expenses and Liabilities? The dashboard is showing my "expenses" versus my "income," but it's not accurate because I also have to pay my employees.
Profit and Loss Display Options
In the profit and loss report, when you click on an account, how can you display the activity in the account by vendor?
Changing a tax to compound tax
I have been using a particular tax as a normal tax. Now I want to update the tax to compound tax. But when I try that, I get the error - Operation failed. : [TaxGroupDetails] null, message from server: \"Column \'TaxID\' cannot be null\" Kindly advise. Thanks
Things I need in Zoho Books
Hi, I'm very happy with Zoho Books but I would like these ideas implemented someday: • "Sales by User" reports! (For allocating Sales commissions) • Individual "Signature" template for each User (So each user can have his/her respective contact details
Keep track of Invoice Admin
So if different reps input the invoices is there an automated way for keeping track of who entered in the invoice? I think in Zoho CRM it has a field that says who the owner of the file is. So in short is there a way to link sales reps to invoices? Besides using the custom fields? ~ R
VAT reporting and repayment
Is there a way to report VAT for a period? I currently incur VAT, but do not charge VAT (due to high exports) so I file for a VAT repayment each period. How would I account for VAT repayment? Thanks!
About solutions to enhance Zoho books
I am currently a user of Zoho books and I have some questions to ask you please: -Is there a system to do a quick check of invoices (how to know quickly the missing invoices?) -How we can solve the problem of future operations that distorts the daily balance avoiding the daily check. -Is there a way to change the date for future operations or label them as future operations to manage -them more quickly? -Is there a way to quickly export all the transactions? -Is there a secure way to share this information
Option to automatically add new charges to next occurrence of recurring profile.
Here is my scenario: All of my clients are charged a monthly tuition. So, they are all set up with recurring profiles. In addition their monthly tuition, we sell books/supplies to them on an irregular basis. These we send out as separate invoices from
Zoho Books to Zoho Invoice Sync
I have started using Zoho Books and put in quite a few Invoices to bring my accounts up to date before sending to my accountant for tax return purposes. The invoices I created in Zoho Books are not showing in Zoho Invoice - I know that they will sync the other way (from Invoice to Books) but is there a way to do this, or will I have to input them manually? Thanks Shauna Secret Secretary
Why Active Recurring Invoices are stopping?
I have several active recurring invoices that stopped and I re-enabled them again and again they go back to stopped after a while. Why? Jorge Roque, MCSE, CCNA, LCP PC Repair Guy www.PcRepairGuy.US
CRM and Projects users are showing up separately in Books
I have imported my clients utilizing the import from CRM feature. Whenever I bill out for a project that is attached to that specific client, it automatically creates a duplicate contact in books, and I have to change the client that the invoice attaches to as well as delete the duplicate entry. These are all the same client. I would like Books, CRM and Projects to work together, and not duplicate entries over each other.
Any reason Zoho INvoice and /Zoho Books are co-existing?
Isn't Zoho Books including all features of Zoho Invoice?
Need on accountant familiar with Zoho Books
I'm sold on ZohoCRM, and I am willing to dump Quickbooks for Zoho Books. But I will need a new accountant to set us up in Zoho Books (take the QB data, accrual-based, and recreate in Zoho Books). Is there a list of Zoho-friendly accountants anywhere? I'm in the US, West Coast
MISSING BOOKS?
Something Happened, I do not know what...I just accessed my zoho books yesterday, and I look today and they ARE ALL GONE. Did this website delete them? I'm so confused and angry. I trusted this website with ALL MY NOTES. And they are gone. Someone please help.
Suscription details
I cannot access to my subscription details, and I want to change my credit card number, what do I do?
Filing IRS forms and reports, 990EZ and 990; and generating 1099s for contractors?
Greetings all, We're looking for an alternative to QB, and hope that Zoho Books can help out. However, we're not sure it does what we need it to do, specifically, for our nonprofit. In this case, we need to generate Forms 990 and/or 990EZ yearly (for IRS submission), and also, to generate 1099s that get submitted to the IRS for our contractors. Does Zoho Books help accomplish any of these tasks, or are there any other features built specifically for nonprofits? Thanks! --Dave
Recording credits and debits
Hi I want to record the following 2 types of transactions. Let me know how could that be done in ZB. 1. My customer supplies me part of raw materials and debits it to me when I supply the finished goods to my customer. 2. I give raw materials to my vendor and debit the amount to her, when she supplies the finished goods to me. For each supply of raw material there is a bill associated with it, but the money is not paid towards the bill, but debited against the final invoice of finished goods. Thank
Reporting function
For audit purposes, I need to pull up a report on a certain SKU/item, to show, in a calendar year, how many times it was sold, to what customers, total $ value, date each sales order line item is on, etc., all the details. Right now the "reporting by item" is too general to be of any use.
Independent audits?
Has anyone independently audited your software service? Do you have any certifications for this software? I.e. Security and or ISO9000 etc. Something relevant to safeguarding data. Thanks, Tony
How to eliminate "negative symbol" at zoho book invoice template?
i'm customizing my invoice template at zoho books now. Wondering how to eliminate this symbol (-) at %PaymentMade%.?
Zoho newbie
Hi, I have made an account with zoho books and would like to know what should be next step in using Zoho? Do you have any step by step detail about using ZOHO? I tried to find it online but couldn't find anything. I would appreciate any help. Thanks. Zoho user
Loan to Supplier
Hi all, We have a good supplier who needed some cash in advance. We paid his invoice and in addition, we gave him a loan. I have recorded the loan to the supplier. Now, I receive a new invoice that I would like to settle against the loan. How can I record the settlement of the loan against the new supplier invoice? Regards
Unable to send invoice for the profile
Hello, I migrated from Zoho Invoice to Zoho Books about a week ago. and I like the extra features. Good job! Today was the first time any of my recurring profiles were sent out automatically using Zoho Books. You could imagine my surprise this morning when I woke up to 120 emails all regarding all 120 profiles that should have gone out. Here is the email: Dear Customer, We were unable to send the invoice notification email for ----------------- for the invoice# Invoice3288 dated 01 Sep 2011. The
Show recurring profiles under customer information
Right now one has to take several steps to go from customer information to the recurring profile screen. And then you have to search for the their name. Why not put any recurring profiles attributed to that customer on their customer information screen.
CRM Re-import duplicates accounts
When I run the Re-import from CRM under Contacts in Books, I always get a lot of duplicate accounts. Why is that? Bruce Letterle Creative Web Technologies
What's the best way to keep track of outstanding invoices in Zoho Books?
shouldn't their be a reminder or bells that go off if an invoice is outstanding for more than X days?
Bug in Zoho Books: Contacts CSV import does not map correctly
Hi - I tried to import a Contacts CSV file with 3 user defined fields, but only 2 showed up as imported. In addition, only their values were imported, not the field names. The first field's value imports into the Line 1 of "Field Name" and the second field's value imports into line 1 of "Value" field. Can you please correct this? Thank you.
Staff to view and print all reports
As a staff user, they can't view any reports. How can I allow that them to do that?
Urgent invoice adjustments with credit payment!!!
I created an invoice for an customer eg. $3000. and this customer has some credit in his account. eg.$4000. He used his credit to pay for the invoice but later I found that the invoice amount is $2000 instead of $3000. I don't know how and where to adjust the invoice since I cannot find the payment record anywhere. I cannot delete this payment and adjust the invoice amount!!!!!! please help
To translate two words
Dear Support, I can translate all the words of the template estimate. After entering the data, I see two words that are not in the template estimate. (Credits Used & Credits Remaining) Where can I translate those two words? (Not in the display options of the template estimate) Kind Regards, Pascalu
Customizing Books
Will there be any options for adding custom fields to Books contacts or projects? If not, is there any hooks coming in Creator to Books? Bruce Letterle Creative Web Technologies
Paid Assistance Required to set up Zoho Books
Hi, I'm migrating from Zoho Invoices and MYOB to Zoho Books. Need help. Will set up a job on freelancer.com for right person. I look forward to hearing from an experienced Zoho enthusiast. Simon
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