Multiple problems and they never get resolved

Multiple problems and they never get resolved

Zoho Problems as at 31.01.2021

1)    Orders placed on Amazon, do not sync through from Zoho to quickbooks online correctly with correct taxes. So none of my orders from Amazon are in QBO. I now have over 7 months of transactions missing from my accounts- so I have no idea about the status of my accounts.

2)    If an invoice from Zoho doesn’t sync through to QBO, (and believe me this happens for multiple silly reasons) you receive no warning or alert. So unless you search through activity logs, or constantly run tables of invoice numbers in QBO and zoho to find any gaps you are none the wiser, and again your accounts in QBO are meaningless as so much data is missing, but the alrming thing is you don’t even know that!

3)    Packing lists are so basic that your customer, on receiving a parcel, cannot see how many items they ordered and how many were shipped. They only get a list of how many were shipped, so they have no idea if the items not listed have simply been missed of the order, or if there is a stock issue. You need 2 columns- qty ordered and qty shipped

4)    This links into the fact that you cannot have a zero qty line item on an invoice/ packing slip- so again, the customer has no idea if you simply missed the item off the order, or it was OOS

5)    The next invoices in a sequence automatically toggle to ‘Vat Inclusive’ after an order from Shopify or Amazon has come in. This would not be an issue except that Zoho does not understand the basic principle that the overall value of the invoice should not change but the item prices displayed will change. So you have an item which is £5.00 ex VAT. If you choose to display prices as Including VAT it should then show as £6.00.  This is how other accounting software such as quickbooks/ XERO etc  works . So the overall invoice total shouldn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that- so if you don’t notice that that option has been toggled without your knowledge, you land up with piles of invoices sent out to clients with the total value too low, because that switch has been toggled, and effectively the customer has not been charged the £5.00 + vat or £6.00 inc VAT. They have suddenly been charged £5.00 inc VAT!! I have tried to explain this to ZOHO but they don’t seem to understand it. The only reason I picked this problem up is that I noticed when customers were making payments, which I was recording in Zoho as instructed, that the payment wasn’t able to allocate in QBO, because some of the invoices were ‘missing’ in QBO. On investigating why the invoices were missing in QBO, I discovered that they had not exported from Zoho due to being toggled to ‘Vat inclusive’ which QuickBooks didn’t accept because the overall invoice value was wrong. Again, there was no warning message that the invoice had failed to export to QBO!!

6)    Zoho Doesn’t handle VAT Inclusive/ vat exclusive correctly. So you have an item which is £5.00 ex VAT. If you choose to display prices as ‘Including VAT’ it should then show as £6.00.  This is how other accounting software such a QuickBooks works So the overall invoice total doesn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that, and I have lost hundreds of pounds as customers have been sent invoices with the wrong values, and paid them, and then refused to pay when I have noticed and corrected

7)    ZOHO and QBO don’t talk the same language with VAT – sometimes invoice totals differ by a few pence in quickbooks and Zoho – and so payments don’t allocate correctly in QBO

8)    ZOHO reports are not suitable for managing inventory:- so for example, you receive an item into stock and you know lots of people are waiting for it, but you have no way of running a report to find out who is waiting for it?? You can see there is X qty of committed stock- but can you see who it is for? NO? This is supposed to be inventory software. In quickbooks you can see how many items are on back order, and then drill down on that qty and see who is waiting?

9)    Zoho workflow for PO is too rigid, such that you cannot actually keep track of what inventory you have ordered and what you have received! So for example, you place a PO for 3 line items. The vendor issues a bill for those items, you pay it, and they commence manufacture. However, they may ship some of the order by air, and some by sea (perhaps you are in a hurry for it or perhaps they could not make everything at once? 0 But Zoho will not let you make a partial receive if the bill has been issued- Unless you divide it into 2 bills, or delete the bill and payment,  Which is not feasible as you paid the whole bill up front. And deleting the bill in Zoho does not then do that in QBO_ so again your accounts are inaccurate! You should be able to choose how many items you receive and when- after all this is inventory system not accounts system!! I chose ZOHO because it was listed as integrating with QBO- but there are SO many flaws in this integration.

10) I can’t seem to run reports to show average monthly sales of items?

11) There is no option to decide at which point physical stock has ‘left inventory’ so you cannot keep track of stock if several customer order the same low stock item on the same day- you will only be aware of a problem at the end of the day when you ship all the parcels. I would like the option to set my inventory to reduce once I have made a packing slip or invoice, so as soon as it is allocated to one customer it is no longer available to allocate to another. At the moment the default is that it leaves inventory only when the parcel is  actually shipped which causes me lots of problems   of overbooked inventory. 

12) If you offer discounts on a bill, there are no VAT codes for this. 

13) If you have items in a group with 4 colour variations, and 10 sizes and then you decide to add another 2 colours to your collection, there is no way to add these options. You. Have to create a new group and make the 20 new items, and then move them to a group. Again, crazy- this is supposed to be an inventory system capable of handling variants!

14) There are regular updates,  (refreshes) but we never know what has been updated, and frequently these updates cause a random problem- we need to know what we are updating when we press that yellow ‘refresh button’ 

 

 

I know there are many other problems I face on a daily basis, but these 14 really make Zoho very difficult to use on a daily basis, and the number of errors I have in my accounts is huge.  I have been struggling away with Zoho since June 2020, and I am now very much regretting my choice and want to change to another provider, but I cannot even do that as I do not have a full set of accounts to export. SO I am stuck. I am probably the only person in the world thankful it is COVID times because my business is quiet enough to struggle along with these problems but honestly, the stress it is causing me!!  I Have had multiple support calls with various member of the team, and I am often told – ‘this is almost ready be patient’, or ‘no, this is not possible right now but we will tell the development team.  At this stage I would not recommend ZOHO to anybody. Which is sad. - I like the guys and  when I first started testing it I thought it was fab. But as I tried to run my business, more and more problems revealed themselves!

    • Recent Topics

    • Taxes Payable Adjustment

      I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

    • ASAP Widget Not showing "My Tickets"ed

      Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

    • Bug Causing Major Sync & SO Access Failures in Zoho POS

      We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • How to view CRM Sales Orders in Desk

      What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

    • Kaizen #219: Actions API - Webhooks APIs - Part 1

      Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Pricing Strategies: #3 Services never Stop with just Plans

      "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

    • Cropping Photos for Zoho Sites

      Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

    • bulk edit records and run internal logic

      hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

    • Possible for first Signer of Sign Form to specify the next signer in the sequence

      We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

    • BUG: Can't copy-paste data outside Sheet

      Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

    • Zoho CRM Community Digest - November 2025 | Part 1

      Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on

    • Upload own Background Image and set Camera to 16:9

      Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

    • Truesync for Linux

      Is Truesync available on linux ?

    • Hidding/excluding specific picklist options from filter

      Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module

    • Subforms to Capture Multi-Row Data in Job Sheets

      Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Adress Labels for sending of the oder und barcode

      We want to print with my address labels to stick on the order of the ware can. there are these options?

    • printing individual labels - Dymo LabelWriter

      I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM

    • Zoho Creator for Agriculture

      Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is

    • Custom Print Layout

      I would like to create a custom print layout of a Lead or Contact. Is there a way to do that? What I mean is that if I'm viewing a specific lead or contact I'd like to be able to print or export that lead/contact and only print and/or export certain information.

    • Print View

      Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads

    • Get Holiday ready with Zoho Mail's Offline mode

      With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

    • Zoho CRM Kiosk issues

      Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the

    • Email Template Edits Not Saving

      I can make an edit, click save, and see the blue bar annimation at the top, but the edits don't actually save. Important, because my email templates are now broken and clients are receiving bad emails. Tried on Chrome, Firefox and IE.

    • Default Ticket View - Table?

      Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV

    • Can I have different users see different pick list values for Potential Stage?

      We have some users focusing on new business and others focusing on existing business, and they follow different sales processes/cycles, so we would like them to see different pick list values for Stage (eventually leading up to Closed Won/Lost in both cases).   And just to keep it interesting - some of these users will of course do a combination, so would need to see one pick list for their New business potentials and a different pick list for their Existing business ones.   Salesforce does this

    • Tracking Snippet not working in Zoho Marketing Automation!

      First off, the fact that you have to wait about 12-24 hours for every response is terrible. How are we supposed to conduct business? Second, we have been trying for several days to get the Tracking Code Snippet in marketing automation to work, to no avail.

    • Is there any way to send an Excel received by email to Dataprep?

      Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved

    • Read webpage - MSXML2.ServerXMLHTTP

      I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

    • Zoho Creator Form Search

      I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have

    • How to setup DKIM / SPF in Zoho Mail

      Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the

    • Mass update cant trigger a workflow?

      Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.

    • search and Smart Bar both missing in Mail

      One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • Zoho Projects API Scope for Issue Attachments

      I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried

    • How to fetch custom fields for time entries in Zoho Project API v3

      In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

    • Next Page