Zoho Books
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92 results found
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Import Sales and Transaction Data from Square into Zoho Books for up to two years
If I am in the middle of switching over from one old system to Zoho Books, I should have the ability to import the majority of my data into the system so I can use the one new system without having to refer back to a program I may not have access to anymore. The program only allows up to 30 past days worth of data which is useless, because the new business calendar year is from Jan 1st.
1 vote -
level 3 data
Integrate to Payflow Pro's level 2 and 3 data fields so that users can save on credit card processing fees for B2B transactions
1 vote -
Copy existing transaction rules from one account to another account
Would be a massive time saver if you could copy existing transaction rules from one account to another. Not sure if this is an existing feature though...
5 votes -
add an option to bulk update a tag for multiple transactions
Please add an option to bulk update a tag for multiple transactions.
6 votes -
Bulk Recurring Next Invoices Changing
Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle
1 vote -
Payment Number Suffix
There is no guide for the map fields when importing transactions. For example - what is a *Payment Number Suffix when importing payments received?
1 vote -
allow different transactions of the same category type to be included in a named rule
Allow transactions from different vendors to be automatically categorised without naming a separate rule for each vendor. eg if using several restaurants/coffee shops, allow auto categorising under the one rule named Restaurants & Coffee
3 votes -
Track employee/Contractor payments
Hi, we do not truly have employees, we have consultant who have access to projects, we then invoice for their time (i.e. we issue an invoice to the client with the person's name and their billing rate), then upon receipt of payment we pay the consultant a portion of the moneys received. is there a way to also trigger an accounts payable for the consultants in the invoice?
It would be great if you could add features like these, so you can handle the professional services (consulting) industry. An example is I invoice a client US$100, this is turn mean…3 votes -
Please enable merging of customer and vendor's statement
If a same company is your vendor and customer as well then need to have single statement of company.
2 votes -
4 votes
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Allow for default universal/advanced search across the entire Zoho Books database
Zoho Books holds a lot of information, just like any accounting system.
It would be great of Zoho Books had the ability to automatically do an advanced Advanced Search across all modules instead having to drill down into a specific module each time you are trying to find a transaction, expense, PO amount, etc.For example, if I am need to check and ensure a purchase order was created for a specific dollar amount, I currently have to click Purchases > Purchase Orders > select the drop down search by clicking on the magnifying class > enter the dollar amount…
3 votes -
speed it up.
every time I try to enter a vendor name, it takes three letters and then takes 10 seconds to load the vendor list. It's hard to convince people to switch from qbo when each entry takes so much longer.
1 vote -
allow transaction entry into a register.
Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.
3 votes -
Item search in transaction forms
The item lookup field in the transaction forms have to be searchable. Currently one needs to type in the item description in the right order for the item to be displayed in look up. This forces the user to remember the item in the exact same way it was created. Instead as the user types, the lookup should display all the items that contains that term. For example-if the user types in a model no of the item, the lookup should display the item that contains the model no irrespective of the location of the model no in the item…
1 vote -
Enable foreign suppliers & customers transactions to automatically generate into the base currency of the respected countries
Respected Team,
Shall you create one option to generate the statement of accounts in to the base currency of (INR)
if the supplier having his base currency of JPY then the transaction shall be book in to his own currency but that transaction are automatically goes into base currency like "INR"
1 vote -
Ability to make notes about transactions BEFORE categorizing
I would like to be able to make myself quick notes about uncategorized transactions. For instance, I have questions on how to categorize something and would like the accountant or another team member to look at it or have my question answered before I categorize.
1 vote -
1 vote
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Allow input of receipts for multiple customers on one voucher
Allow input of multiple customers receipts on one receipt input voucher. For now, you can only input 1 payment per customer on a payment receipt. What if 100 customers paid on a single day and I wanted to input them. Now I would need to input 100 vouchers. I would like to flexibility to input them on one voucher, with 100 ledgers for example. Please add this feature.
3 votes -
0 votes
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Ability to add GST to sales without invoice by default
Currently have to manually add GST to every single 'sales without invoice' transaction which takes hours.
1 vote
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