I'm using Zoho Books with Google Checkout. My invoice status is not updating when an invoice is paid.
I have been using Books for a few days now. I have set up the API callback set up properly I think. I had a customer recently pay his bill, but the status of the invoice says it's now one day overdue. You can see how frustrating this could become if my clients start getting reminders for bills they've already paid. Can someone please help me figure this out?
Resend Option for Receipt
Is there a way to resend a paid receipt from books? It should be an option next to edit under paid invoices. Thanks, Rob
How to change From address sending invoices in Books
The From address when sending invoices from Books is showing a nickname for me instead of my name. Where do I change this? I don't see this nickname anywhere in my user settings. It might have been a username I used when I originally signed up.
Personal Use of Books
I am trying out Zoho Books for my personal use but am being told my trial is ending. How do I use books ongoingly like on personal use mode without paying fee?
Unable to change font size for Estimate template.
Hello It seems that ZB does not recognize font changes in my estimate templates. I have tried to use the drop-down menue to select a larger font, as well as editing the raw HTML. Neither works. I open the template editor. Select all the text. Select the font size drop-down / button and select a different size. Nothing happens. By default it looks like the font size is set to Size=1. I'm looking to have mine be at size=2. I have manually edited the HTML to force the change, however the system doesn't "see
Multi Level Access
I would like to propose a multi level access feature. My company is growing and I want to give away invoicing and expense recording to dedicated staff. She should be able access and perform only those modules. Similarly I want to give the access to contacts to my sales team, they should be able to access only the customer contacts or other modules authorised for me. Or access to reports to my investors/board members and so on. Please develop the product with flexible access feature. Thanks!
Transfering data from Quicken or Quickbooks
I'm thinking of switching over to Zoho books, but don't want to lose all of my previous data that is currently stored on Quicken. Is there a way of merging past history from either Quicken or Quickbooks?
Can you migrate past records from Quicken or Quickbooks?
I'm thinking about switch to Zoho books, but wanted to see if there was a way to automatically transfer data from Quicken or Quickbooks. Please let me know.
Migration from Zoho Invoice to Zoho Books
I need to migrate from Zoho Invoice to Zoho Books. The main reason is I want to track AP by vendor accounts, which is not possible in Zoho Invoice. Is the "one-click" migration now available?
Sales Reports
Hello, When I run the Sales by Customer or Sales by Item, the report seems to pick the "Item" and/or "Customer" as opposed to allowing me to make those selections. How can I run the Sales by Item report and choose the Item I want to report on?? Thanks, Brian
debit note against rejection
Hello, I am very new to ZOHO and would like to get and understanding on the usage of ZOHO books/invoice in the following scenario: -- I make a sale of 6000 + 2% Tax, and I get a full payment against it. -- Now after 6 months the customer raises a rejection debit note of 4000 (because there was rejection on products worth Rs. 2000). -- How do I make an entry of 4000 in ZOHO and How to update the Tax implications, since now the actual sale is only 2000 (6000-2000). Thanks. PC
Free version for Non-Profit Organisation
Is there free version of Zoho Books available for Non-profit organizations ?
Emailing Invoice bug
I have this problem, when I add another attachment using the email invoice function. After I click send, the page would not load back to the invoice page (still inside the email invoice page). This is confusing, because I don't know whether the invoice has been sent out or not. I once clicked the send button 10 times, and the customer has received 10 emails from me. I think this is a bug!!
How can I export ZohoBooks' Bills data?
Hello there, I need to export all my ZohoBooks' Bills Data to report to my Tax Authority. Same than I can easily export my expenses, I cannot find an appropriate way to export Bills, as I can only get some simple reports on bills that can be exported with some fields (like paid ammount, bill # and outstanding balance) ... but I need all details of the bill. How can I do this? Or alterativelly, am I using wrongly the "Bills" feature?. At the moment, I am using "expenses" to record all expenses (tickets)
From Draft to open
We have 2 users in zoho books, person A is to create draft invoices, and person B is to double check those invoices and then email to the customers. My question is, how person A could notify person B that a draft invoice is created for approval automatically?
Direct / Indirect Expense Account and Gross / Net Profit Calculation
Hello, I would like to calculate my Gross Profit and Net Profit. I have to separate my Direct and Indirect Expenses for this purpose. How could I go about creating two different Expense Accounts. Regards, PC.
Sorting Invoice number
The system automatically generates the invoice number starting from Inv-1 But the sorting invoice number sequence is Inv-1 Inv-10 Inv-101 . . . Inv-109 Inv-11 . Is there a way to sort the number in normal sequence? eg. Inv-1, Inv-2......Inv-99999???
Zook books bugs
the contacts have record of overdue payments, but when you on those, it would say "Your search did not match any records. Please try different search terms." I have tried several contacts with overdue payments already.
"Email Invoice" not populating the TO field w/ the primary contact's email address??
I've noticed the past few days when I click on "Email Invoice" when looking at my DRAFT invoices, the From, CC, fields are populated, but the TO field does not include the primary contacts email address. Thoughts?? Thanks for any help.
2nd user with rights to enable/disable invoice auto-generation
Hi, I've enabled a second user in my account, but have just realized that she can't disable the invoice number auto-generation. So every time she has to fix some empty invoice or number, she has to let me know as admin, and then I change it. This is really a pain. Is there a way to allow this second user to have access to these invoice preferences? Thank you!
Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Books users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Books will capture this refund and update it automatically. For example: If John Smith your customer, pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Books account, you'll see that the $10 refunded to John will be updated
Suggested Upgrades
The dashboard is nice but I think having something like zoho invoice that shows Sale, Receipts, and Due. As well as changing the Contacts Tab to Customers and adding a tab for Vendors. These two small changes would make zoho books very attractive.
Time tracking in DAYS not HOURS
Hello, can you consider this in your request pipeline - the ability to track time in days or half days and not just hours. Our business just doesn't operate at the "hour" level and this flexibility would be really useful thanks, alex
Trying to finally start using "reconciling" feature... any way to make catching up easy?
Hello, To make a long story short, I am a user who converted from Invoice to Books earlier this year. I never did any kind of reconciling on Invoice since I don't believe it had any, and upon importing all my old information into Books, I have started to try using the product correctly, namely trying out the reconciling function. However, it doesn't seem to be easy to "catch up" so to say, if you didn't start using this right off the bat. I cannot match up closing balances with transactions to clear
Custom date range for viewing sales tax?
Hello I cant seem to select a specific date period to see how much sales tax i owe. I've recently paid my sales tax for 2010 and would like to see what i owe so far for 2011. It doesn't seem as if i can do this. No matter what i do, it only showes me the sales tax owes TOTALLY as of a specific date. Kinda useless... :( Is there a way to specify a date range? For example how much tax i owe between February 23rd and March 17th?
Quickbooks Import Sequence
I am importing Quickbooks data into Zoho books using csv files. Should I follow a particular sequence to importing data, i.e. Estimates, Invoices, Contacts, etc. I'm concerned abut two things: 1. I don't want to create duplicate data 2. And various data
Product Road Map
Hello Zoho Team, I have bought my first subscription on Zoho and I am having a good experience so far. I have some general queries. Does Zoho share the product road map (at least on a superficial level like some of the competing products do)? Also, what will be the release/update cylce of Zoho Books and through which channels will those updates be announced? Since the most important data of the users organisation (accounting) is handled my Zoho, sharing these details would be beneficial in our
Organization-wide email policies
Is there a way to "shut-off" email for my organization? I do not want any emails being generated by accident if I forget to uncheck any of the many "Inform/Thank" customer options. Thank you.
Zoho Projects Integration
When attempting to Invoice out a Project in Zoho Projects, it sends the project to Zoho Invoice instead of Zoho Books. How do you set up Zoho Projects to invoice to Zoho Books? We are going to be using Zoho Books extensively, and we need a way to link the two. I know this is linked on the backend with my username.
Zoho Books and Zoho Reports
Any integration planned between Books and Reports?
Problems with integrated Payment Thank You email feature in Books?
Hello, I am puzzled as to why I have instances where payment thank you emails fail to send out. I get an error message when trying to email thank yous to customers where the system claims "no email is associated with this customer" yet I ensured that the client had an email tied to him/her before accepting the payment through the system. What is the key to having these emails send out without a problem? Am I doing something wrong? Does the checkmark have to be selected where the customer should be
How to record owner's equity?
Hello, Could anyone help me in recording the owner's equity. Amount has to be credited in the Owner's equity account and debited in the bank account. No manual journal entry is possible for this transaction. Thanks in advance.
Google Checkout Public URL
I recently got an email from Google Checkout saying I needed to include a public URL in my settings. The problem is that per their instructions this needs to be the URL where the Checkout button is listed. However, it doesn't seem to make sense to put zoho's site here, but their are no checkout buttons on my own website. Anyone else run into this?
Does ZBooks permit attachment of ZProjects timesheet data/report?
I would like to know if ZBooks permits attachment of ZProjects timesheet data/report? If not, has this been considered? If so, could you inform me how this is done? Thanks.
Zoho Invoice not Importing
Hello, I am investigating using Zoho Books. I am currently using Zoho CRM with Zoho Invoice. I have been able to import Customers and Items from Zoho Invoice but am importing Invoices fails without an error. Just brings me back to the upload file screen. I have tried .xls and .csv export from Invoice but neither seem to want to import into Zoho Books. Thanks for the help.
Issue Importing Payments from Zoho Invoice
I've imported my invoices and I'm trying to now import my payments but I keep getting an error saying that the invoice the payment should be applied to doesn't exist when it does. The same invoice numbers it says doesn't exist can be found when I search my invoices. Please help.
Assets
Hi Do you plan to add Asset accounting to Zoho Books. Stewart
Zoho projects export time to books
Team, How long until zoho projects time export function integrates with books? thanks
Import data
can we import data from quickbooks? I mean customers and invoices?
Zoho Books has completed the portfolio
Team, Zoho books is the final piece of your cloud portfolio for my customers. Accounting being one of the more complex business functions for small businesses, require extensive training. What type of webinar / training programs are you planning with this platform... Great job ZOHO.... I can now focus on a complete business cloud solution instead of a hybrid pc quickbooks / zoho cloud offering.. Great job..