New user After moving over from QBO

New user After moving over from QBO

New user observations/suggestions.
QBO took away a lot of features I was used to with the desktop version. Chaos ensued.
Zoho Books has a lot of what I was used to and a bit more. Good deal
Some things I have run into and suggest some upgrades.

1: The templates for invoices, etc need to have far better placement control of the fields.
Down 30, over 30 doesn't cut it.
Example: When Ship To is in play it is put below Sold To. This results in the header section taking up half a page!!.
Not cool and ugly looking. It should be able to be placed to the right of Sold To.
Please give us more control so field placement can be tightened up to look more professional.
Make it happen

2: Bulk inventory adjustments: Yippee, I can make use of that. That quickly turned into disappointment.
It only works with item quantity or purchase price
Why on earth is bulk changing of selling price not implemented?
Make it happen.

2A: I also noticed that once you have your items selected you still have to go through each one by one to change the input. Not cool.
Example: When multiple items are the same but a different size AND the price is the same for  each.
it's a non starter and I am back to doing this one at a time as if the bulk feature did not exist.
Please add a "select all" function and a function to copy the first change to the rest of the items chosen or something similar.
Make it happen. 

3: Column placement in items annoys the heck out of me and will lead to quote errors when doing so over the phone.
It is easier to search or scroll down the list for a quote on an item rather than fill out a sales order when someone is obviously price shopping via a phone.
In it's current state purchase price shows first with the selling price off screen, necessitating scrolling.
I need to rearrange the columns. This likely applies to other sections.
Make it happen.

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    • Dave

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