Zoho Books
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6174 results found
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Allow better reading of .csv information from quickbooks
Allow me to import all of my inventory data from quickbooks enterprise solutions.
-Item Name/Number
-Manufacturers Part Number (MPN)
- Unit of Measure (U/M)
- Description on Purchase
- Description on sales
- Cost
- COGS Account
- Preffered Vender
- Sales Price
- Income Account
- Asset Account
- Reorder Point (Min.)
- Max to order
- Quantity on handAlso easily editing multiple items at a time would be very helpfull. Like using an excel program within the item list.
4 votes -
Add profit margin in sales and inventory reporting
1) Report margin based on sales by item
3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.4 votes -
Show timer in lock screen
It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.
4 votes -
hi, could u please suggest how pass tds receivable entry ?
TDS Receivable entry posting to customers
4 votes -
create an option to view contacts by last name first, or first name first.
Since we don't have parent/child options, this would at least allow us to see the members of one family that have the same last name together.
4 votes -
allow to cusomise the estimates so we can add/view the contact name
Can't have the contact name in an estimate - note there might be a variety of different contacts within an organization and its more personal.
4 votes -
Possibility to convert the Estimate in a Sales Order
I would like to have an option to convert the Estimate first to a Sales Order. And after that to an Invoice.
Now there is only an option to convert the estimate to an invoice directly
4 votes -
Add ability to edit the CRM data in Books
Some data is being synced back to CRM but not all. You should be able to edit / update the CRM details for a contact (such as Industry or source).
4 votes -
Support Delayed Charging in zoho books
whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.
4 votes -
Calculate DSO & DPO in Zoho Books
Accounts receivables are analyzed by the average number of days to collect payment (called Days Sales Outstanding or DSO), and accounts payable are analyzed by the average number of days it takes to pay an invoice (Days Payable Outstanding or DPO).
4 votes -
We need an additional Contact classification: EMPLOYEE.
Employees are paid thru Zoho Books, therefore they must be classified as "Vendors" The problem is we cannot not give any employee access to "Vendors", because then they will have access to other employee's payroll data, which is supposed to be confidential information. This is a mayor handicap, since I have employees that must deal with vendors, for quotes (RFQ) and purchases.
4 votes -
Sales reports by state
I would like to know in which state we are doing better or worse. Another reason is for Sales Tax. Since we have an employee there we have nexus with the state so we have to pay sales tax. We need to have a way to calculate that.
4 votes -
ALTERNATE QTY IN ITEMS
Alternate Quantity in items
thats pieces converted to kilogram
kilogram converted to Pieces4 votes -
4 votes
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Expense Category in main Bills View
I think it would be a great idea to be able to see the expense category in the main "Bills" view. Same as it is with the main "Expenses" view.
Thanks4 votes -
When running reports, display on report if cash or accrual.
When running reports, display on report if cash or accrual so distinction can be seen at a glance.
4 votes -
Profit Analysis by PO#/Job#
Create a report that will show "all" customer invoices and "all" vendor bills .. with a column for "purchase order#." This simple report will allow users to calculate profit by po#/job#. I've been using QuickBooks for 20 years and this report is one major reason so many companies use QuickBooks.
4 votes -
Hide discount column when not used.
When discount on item level has been chosen in the preferences a column will appear in the estimate and invoice templates.
As discounts are not always given it would be great for the column to disapear in the pdf when no discount has been added for any of the products.
4 votes -
mark estimates as invoiced or create invoice from multiple estimates
I frequently create invoices from multiple estimates. It would be nice to either be able to mark an estimate as "invoiced" manually or be able create an invoice from multiple estimates.
4 votes -
Track multiple sku's of an item
An item, say SJ PTO 115 may have different versions with different SKU's (due to different sizes, colors etc.) Right now, each of the different SKU's have to be created as different items in Zoho Books. It'd great if different SKU's can be created under the same item.
4 votes
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