Importing csv. - Bank Statement into book?
Hi, each time I am importing the bank statements into books from a csv there seems to be a conflict with the "Zoho Books Fields" - > "Imported File Headers" These "Imported File Headers" do not seem to match those that are present in the csv file, please
Time Sheet for Time Keeping Only
Hi, I want to know what is the best way to manage the below activity I make an invoice to the client. Lets say of 10k. After that I add Fixed cost Project under that clients name in time sheet. I set the budget hours as 10k / 500 = 20 hours. Then when my staff works they add hours under that project. All this works fine. But later if I am raising a new invoice to that same client, the initial 10k comes up in unbilled hours. I do not want to bill that client. for 10k as the invoice has already been
Clone as a bill to Invoice & Invoice to Bill feature
Dear Zoho Team, Clone as a bill to Invoice & Invoice to bill option... it is most important feature Please plan to add this feature
Difference between client payment and invoice payment
Hello: During the bank account conciliation I noticed that some payments have the type "Client payment" and another ones have "Invoice payment", what is the difference between this two types? How I can define to use one or another? I recorded all the payments in the same way: UNCATEGORIZED Categorize Manually Category: Customer payment I select the paid invoices Thank you! Ana
Negative Credit Card Accoutants
Hi When ever I make a payment to my credit card, it increases the debt, rather then decreases it. so at the moment Zoho is showing that I have - 17,000 on a credit card, where in reality I have -600 which is reflected in the positive figure of amount in bank which correlates to what I can read off my statement. When ever I add a payment from my bank account the figure just goes more negative. Thanks
Zoho Books Organization profile: State address not able to change
I have signed up zoho books free-trial for my organization. I have setup my state as TamilNadu but it's automatically changing to chattisgarh and also not able to change it's a restricted tab. May I know the reason why it's not able to change? -- Thanks
Linking invoices with sub accounts/chart of accounts
Hi, How can we link invoices to sub accounts or chart of accounts created? We would like to track our sales under different accounts like ecommerce, online, offline. I have created the chart of accounts but see no way to link when invoices are created.
Contacts menu
New menu with unpaid / overdue vendors ?
Google Adsense revenues
Hi - Any advice how I should register my google adsense revenues in zoho Books ?
Does the Zoho Books API have GST related options to update customer info?
Like gst_no and "gst_treatment" in the Subscriptions API? If not, what is the tentative time line to release this.
Jumps in invoice lists
Hi, We are having troubles with Zoho Books. When we try to get lists with all the month invoices the sistem makes "jumps" at the list making "dissapear" real invoices. Than make us have huge financial troubles every months. In the image attached you can see how jumps from invoice 05108 yo 05110 when there is a real 05109 invoice in the sistem. Regards
Vendor Credit note link to Customer Credit note
Dear Zoho Team, If Possible Vendor Credit note link to Customer Credit note in zoho Books ??
$0 transaction can't be categorized
Sorry if this has been answered before. I have tried the forums and the help articles but I can’t figure out what to search for to find it. Someone made an ACH deposit to my account of $0 to verify my checking account and it has come through in my bank feed. But I can’t categorize it. Zoho Books doesn’t seem to allow me to create an entry that has no value. Depending on the transaction category I choose I either get an error that I need to enter all required fields or I need to enter a valid amount.
Question - Is it possible to.....
Hello Im in search for an accounting program for a small business that I already have up and running. In the long run I need software that automates as much of my process as possible. Ideally... I would like Online Website with a shopping cart app that is compatible with my accounting software that will list and track inventory in real time. The original plan was to go with quickbooks and woocommerce and do it that way but before I pulled the trigger I thought id look around at other options.
Applying received payment to the AR opening balance
To whom this may concern, Within the opening balances, we included an amount for AR. We have received payments afterwards which should be applied to the opening AR balance. How can payments received be applied to the AR's opening balance. Thank you
How do I issue credit against paid retainer?
How do I issue a credit to a customer against a retainer that has been paid?
How to properly account for VAT
I am a bit lost as to how to properly account for the collected VAT and than distribute the payment to the government. I get collect payments where 19% of the deposited funds are VAT. So when I record these payments, I need to specify that 19% of that needs to be paid out to the Financial Authorities. But on the purchases I make that include 19% VAT, that amount should be collected and is deducted from the VAT payments that I owe. So how would I create separate accounts where I can track VAT collected
Delete transactions in Bank account
Hello, Team zoho I have a difficulty I created two types of account "BANK AND MONEY" plus now I plan to delete some transactions in the account type "BANK" plus does not allow me to select the moves and delete at once. Being that causes many disorder and it takes a long time to erase all the movements. In the type of account "MONEY" I can select and delete at once, now I want to know why they did this and what is the difference? Please refer to the images I have uploaded. Thank you.
Periodic invoice change description month automatically
Hi, Is there a way to set a description for my products that takes the month of the current invoice. For example I have costumer X and he buys every month for € 500,00 flowers. I now need to set a periodic invoice where I can invoice the subscription for flowers which will be invoiced every first of the month. InJanuary I have a productrow as follows Description Quantity Unit Price VAT Total Flowers ( January ) 1 monthly
Exchange gain / bank fees
Hi, Our base currency is ZAR and we have been paid from a customer that is setup in USD. The transaction is $100 but in our banking statement the payment comes in as R1255. There is a fee (I suppose from the banks) for the balance. The system converts the payment according to the customer as $97.36. I can't match the statement line because of this outstanding amount and in adjustments it want to record it as an income/deposit when it should be a loss. Even when I record the payment on the invoice
recurring payments
I'm looking to set up a system that will charge a person an amount to initiate their account lets say $500. And they will have items that decrease that amount and when they get to $50 the system charges them another $500 so their service continues uninterrupted. I don't want to manually have to bill someone as it will be 100% automated. Does Books or Subscriptions handle this? If so any links to educate me would be appreciated.
Why does invoicing not work equally with timesheet feature
Hello, It appears there is a bug in the books "invoicing" module. You can create an invoice inside of time sheet and it attaches to a project (it even adds the "project title" below the main title BUT you can not create or have already created a regular invoice and attach it to a project. Which means all of the invoices created prior to a project have no way to attach. Please advise. Ryan.
Subscription for Multiple Companies Under ONE Organisation
Hello, I am a Zoho Certified Consultant, I have a client who has 4 Different companies registered for different state Business. he files 4 different returns. current he is using tally which allows unlimited organisation. what will be subscription charge in this kind of scenario? can he run his 4 Companies with single subscription? Best Regards, Atul Jain
Convert Sales Order to Invoice - Delivery address Changes
Why wont it keep the address selected in Delivery Address when I convert it to an Invoice. It goes back to the default delivery address. I have been trying this software for a few weeks and there are far to many bugs. I am going to have to go back to Sage.
Convert two sales orders for the same customer into a single invoice
Is it possible to do this?
How to record client payment made directly to vendor?
My company orders services from a vendor. My company also sells services to a client. Client was invoiced by my company, but instead of paying me the client paid directly to the vendor. Vendor reduced its invoice to my company to reflect the payment received directly from client. Vendor's reduced payment is synched up with bank records. Obviously there's no payment from client for the invoice. So I need to record payment against the invoice manually somehow. When I click Record Payment button I don't
API - How to get a list of defined custom fields
Hi, Is there a way to get a list of defined contact custom fields by API? To set custom field on contact I need to know its index and type, so I would expect presence of such endpoint, but I can't find any in documentation (https://www.zoho.eu/books/api/v3). Did I overlook it? Or maybe it's not documented? Thanks
WANTED extended trial period in Zoho Books
We setup the initial books a while back, but soon after we had done some initial configurations we no longer have access to Books. We have a professional subscription to the CRM package. So we were stalled in testing. 30 days doesn't cut it. I would like to suggest that you rethink how you want customers to engage in Books. Similarly to Zoho CRM, customers in Books should be able to enter, customize and live through the application on an unlimited trial or free basis before making the jump and committing
Approval Option
I would like to see an approval "Button" option that is connected to our estimates so that when a customer would like to approve an estimate all they would have to do is click approved or disapproved or please revise with "Data field". This approval should
Payments to Vendor with Credit Card -match transaction to Bill
I've been using Zoho a long time but this is my first trying to tie a Vendor Bill to a bank transaction via credit card. We are making payments with our Reward card and need to match to the bills, a now common practice with business owners. Currently, with the (expense) transaction we are not able to do this -not an option. How do we accommodate this new process? Thanks!
Service Industry Invoice process
Hi, We are providing services related to Travel to our customers, Below is the whole process- 1) Our Customer ask us for particular service which may relate to Airline Ticket, Taxi, Visa etc, 2) We check the price and buy the ticket directly from Airline and add margin and sell it to customer. 3) We have credit in airline and made payment in bulk in 15 days or so and record this whole amount in expense 4) As we have multiple airlines which we made payment but we record the expense in whole 1 lot
Reverse received purchase order
Hi Is there a way to reverse a received purchase order? Long story behind it.... Just need to reverse and start over. Thanks
Workflow Rule: trigger when a bill is paid, payment advice
we are trying to create a workflow rule event triggered when a Vendor payment has been issued against a bill (Payment Advice). The selection is not available--can we add this as a selection? Here is what I currently see: Thanks! -Gina
No puedo recibir correos pero si puedo enviar alguien me quiere ayudar
Hola Tengo problemas para recibir correos en mi cuenta de zoho, pero si puedo enviar correos. Alguien que ayude, revise el MX y esta correcto SOLO PUEDO ENVIAR CORREOS PERO NO PUEDO RECIBIR.
Statement
Dear Sir, I actually I would like to ask how to see the suppliers or customer statement. When I tried to show customer statement but it show nothing on the report. Regards Sayed
Problem when updating database
Hi, In my database - contact list, I have 2 columns: First name and Last name. Some of my contacts have a blank in First name while their actually first name are inputting in Last name. Therefore, I try to copy all their Last name, move to First name, which is now Last name will be blank. * There is a problem: After leaving a blank in Last name and import list, Zoho still keep the old Last name field, which turn my contact into, ex: First name: John - Last name: John. How can Zoho knows I want to
Statement Reconciliation
Hi Everyone! Our scenario: We made an invoice for $100 to a US client. Our base currency is ZAR ($1 = R13). The client paid $100 from their side. The bank takes a portion for the transfer and we get $95 but in ZAR on our statement. The system then converts it back to $ once the client is selected in the categorization process. However, there is a portion short on the original invoice amount. We can't match this statement line to the invoice. How do we fix this? Regards, Geran
Can not Add users in Zoho Campaigns
We checked from our end and we noticed that there was a separate account under came to know that there are some contact saved on it. All the data will get deleted from the account, once we delete the separate account.. So I would request you to take a backup on the data and let us know so that we can remove the account from our end. Please Help. Thanks ! I didn't find the right solution from the internet. References: https://help.zoho.com/portal/en/community/topic/can-not-add-users-in-zoho-campaigns-19-3-2016#2266000007892994
Can a hard bounce be restored?
I have a board member who had email problems for several weeks. So Zoho ended up designating her email address as a hard bounce. Her email is now working properly. Is there any way to restore an email to remove the hard bounce label? This is her company email and I would prefer to be able to use it again. Thanks ahead of time for your tips. Please Help. Thanks ! I didn't find the right solution from the internet. References: https://help.zoho.com/portal/en/community/topic/can-a-hard-bounce-be-restored
credit card details autosave
i want to not save my credit card details because the renew every month cut the money direct i want to make manually every time not autumatic
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