Zoho Books

Customer Spotlight: Nubifer’s search for an accounting software ended with Zoho Books

| By Reshma Roy
0

With companies relying more and more on newer technology to remain competitive, it becomes crucial for the decision makers to be aware and unbiased towards better solutions. Reduced IT costs, faster implementation and better collaboration is making the technology heads see cloud computing in a different light.

Nubifer TeamNubifer Inc has taken it upon themselves to help companies welcome cloud computing with open arms. Their talented consultants, along with their slew of products and services like SaaS (Software as a Service), CRM (Customer Relationship Management) , HRIS (Human Resource Information Systems), PaaS (Platform as a Service), enable companies to migrate to the ‘cloud’ smoothly and cost efficiently.…


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Customer spotlight: Mobafone simplifies its accounting with Zoho Books

| By Naren
1

Mobafone case studyOur accounting software continues to entice the customers by simplifying and streamlining their accounting processes. One of our happy customers, Jerome Schultz, General Manager of Mobafone GmbH found Zoho Books to be perfect for his business needs. His company engages in mobile application development and mobile service consultation. Being in the industry for more than a decade, the company aims to create unique customer experiences in the mobile internet space by developing the most innovative mobile apps.

Jerome is based in Germany but he frequently visits Mobafone’s offices in Thailand and Indonesia. Jerome would be away from Germany for almost half a year which means he has to record mutiple transactions while he is on the move.…


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Zoho Books Gets Even Easier to Use With Automatic Bank Feeds

| By Prashant
9

We’re always looking for ways to simplify life for our customers. We are thrilled to announce a major update to our accounting software, Zoho Books: You are now able to connect your bank and credit card accounts securely and automatically download transactions right into Zoho Books.

Reduce manual data entry
Let me illustrate with this with a simple example. You’ve bought a flight ticket using your credit card. To keep track of this in your accounting system, you’d need to manually classify this as a Travel Expense and enter multiple information including the amount, date, reference number, the airline from whom the ticket was purchased etc. This is tedious and can lead to mistakes. Even after going through this you are still not done – you still need to reconcile this with your bank statement.…


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Fresh updates on exchange rate in Zoho Invoice and Zoho Books

| By Reshma Roy
2

When running your own business, it’s mighty difficult to keep track of everything. Your memory cells will plead for mercy if asked to remember the exchange rate entered for every currency ever used.

Keeping that in mind, in Zoho Invoice and Zoho Books, you can:

  • View last set exchange rate: Exchange rate set for a customer’s currency is now saved in settings. When creating a new invoice for the same customer, system reminds you of the last set rate. You can choose the existing rate or set a new rate or set a new rate just for the invoice. There’s more flexibility as you can modify them whenever you want. New rate does not affect your old invoices. If you want to view the rate set by you on a given date, just go over to the exchange rate history page in settings.

    • …


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PayPal Payflow Pro : New addition in the gateway list

| By Reshma Roy
1

Zoho Invoice and Zoho Books now support PayPal Payflow Pro payment gateway. You can configure Payflow Pro as your online payment option and have your customers make online payment on the same page without being redirected to any other site.

​​​​If you are from US, CPayflow Proanada, New Zealand or Australia and your company processes large number of transactions on a daily basis, then Payflow Pro is a good choice for you. Your customers will love you too as they don’t have to wait in the long queue to make their payment.

​​Payflow Pro requires you to have an Internet Merchant Account, essentially an account that handles the funds received via credit card payment from your customer. The real beauty with Payflow Pro is the extensive reporting it offers.…


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Customer Spotlight : Graeme sends invoices while sailing

| By Naren
3

Scotsail logoWhether you are on a yacht or sailing on a powerboat, invoicing is just a breeze through. You can stay connected with your business even while you’re sailing. Our customer Graeme, who runs one of Scotland’s premier RYA recognized sailing schools does exactly that. His company 1st Scotsail Training trains hundreds of its customers on its dedicated training yachts. Our invoice software has helped Graeme save enormous amount of time on his bookkeeping related activities.

I now get a lot of time to concentrate on my business. Zoho Invoice has helped us achieve more scalability. – Graeme Kerr, Co-founder – Scotsail

Our invoice program is so simple to use that most of Scotsail’s employees create and send invoices on their own to their clients.Thus it helps increase efficiency and saves lot of time.…


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Introducing: One button to merge them all

| By Reshma Roy
6

Title alone is a giveaway. You have two or more customers with duplicate records in your Zoho Invoice or Zoho Books customer list. Reason for their existence could be :

1. You recently imported accounts and contacts from Zoho CRM and there are duplicate customer names staring at you.

2. You and your colleague unknowingly created the same contact under two different names. One as ‘Jane’ and another as ‘Jane Thomas’.

​End Result : There are two sets of data (invoices, estimates,expenses..etc.,) running parallel for the same customer. You are annoyed and want to delete everything and start fresh… Pause .. Take a deep breath.

A little while ago we introduced ‘Merge Customer’. This tiny, yet powerful feature in Zoho Invoice and Zoho Books lets you merge your customer data so you won’t have to worry about twin records anymore.…


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