Sales Orders Custom Status not appearing in Zoho Books Android App
Hello, In Books we can create custom status for sales orders, invoices... etc, but in the mobile app these status dont appear, instead it is appearing the "original status". Are there any plans to include this in the mobile app?
How to add interest income in sub accounts
Hello, I see I can create sub account under interest income account. I like to create 2 accounts like *saving interest* And *FD interest* While I record interest income it do not allow me to sub account and add directly to system created Interest income
Edition of the Account Plan (from Type of Account)
How can I set up predefined accounts for supplier transactions? Example? I bought 100 liters of water from a supplier called Water+. According to my local chart of accounts (Angola legislation, based on Portugal). This transaction should be done as follows:
Different Tax Payable Accounts
HI, Any idea on where do can we maintain the different tax accounts. For Eg Service Tax payable should get accrued in ACC1, VAT should get accrued to ACC2. BR Yashdeep
Impresion Boucher en Banco
Buenos dias .. Alguien sabe como puedo imprimir el boucher de un cheque grabado en banca en tamaño grande ya que actualmente tengo que estar manipulando en ajuste de impresora.. Debe haber alguna forma o si en configuracion se estable esta situacion
You cannot apply credits from manual journals as of now.
You cannot apply credits from manual journals as of now. how can this message removed and we can use the Manual Journals credit for outstanding invoices. ??
How to record dividend income earned from Stocks/Shares
Hello, I have been searching a lot about how to track dividend income earned from shares. I recently received L&T dividend directly to my bank account. How should I record this? General income? Adding to the same topic, I invest in stocks through Zerodha.
How can I add Amazon sales orders, FBA fees and Ads cost in Zoho books without integration
Hi, I'm using Zoho books to record my Amazon sales without integration as the integration is not available in my district. I'm adding all the sales on Amazon as invoices in Zoho books, but as you know Amazon has FBA fees and commission for each sale order
UI/UX for Reconciliation
I would suggest adding a button to allow the printing of a reconciliation report from the main reconciliations screen in Books. There's plenty of room in the interface, and it would be helpful. Right now, when a reconciliation is completed, the user is
Zoho Books Can be used as POS
Hello Can Zoho books be used as an alternative to a standalone POS solution? Is someone doing this, and if yes, are they able to manage it?
How to add discount and Freight charges in PO ?
HI ZOHO Books Team, Please, guide me how can I add discount and Freight charges in Total section -Purchase Order. Looking forward to hear from you. Regards, Pankaj Elchatwaar
How do I delete already reimbursed expense in Zoho Books?
Hi, We are cleaning up Zoho Books for new migration of data. The issue is there are already reimbursed expenses that we are unable to delete and this is blocking us from deleting all test projects, test clients. When we try to delete expenses, we keep
Payment due date
need to update delivery date for every sales invoice as due date is 45 days from date of GRN at customer. Can this be done ? Update of delivery at customer needs to be updated as a part of the workflow once every invoice is issued.
How to properly handle a credit card refund via Stripe
Hey everyone. I cannot seem to find any information on how to properly handle a refund via Stripe. Here's what I mean... 1) I raise a credit-memo in Zoho Books on the invoice in question. 2) I log into Stripe.com and issue the refund 3) I issue a refund on the credit amount in Zoho Books... ... however, I don't know what account to issue the money from. My options are Stripe Clearing Account (which is what Zoho support advised me to do) but that doesn't seem correct. Other option would be the actually
How do I create a debit into Petty Cash with out an invoice?
I need to be able to record account transactions when taking cash out of an bank account and put them in to petty cash? I dont want to write an invoice for this. I would just like to record the transaction so that it will make a debit into that acco
Zoho Books - Vendor Portal - API
Hi, How I can access (API) to documents uploads by vendors at the vendor portal? At the Invoice section of documentation nothing tells about files in pending (without a Invoice created) https://www.zoho.com/books/api/v3/#Invoices_List_invoices I want
Printing in Firefox
I cannot print documents when using Firefox, I get the 'generating PDF' message then nothing more. Printing is fine in Safari.
Is it possible to disable partial payments?
I see how you can disable partial payments on a single invoice, but can you do that at the organization level if you don't want any of your customers to be able to make partial payments?
Zoho Books Invoice Update API
Hi there, I have been trying to update invoice in Zoho Books through API once the invoice is sent to customers but I received the error message like "{"code":110701,"message":"Please enter the reason for updating a sent invoice."}". I had a look at Zoho
Create "Memorized" Reports
Hello, It would be great if we could have the ability to create "Memorized" reports. We have many recurring reports that we run with specific parameters. I know that the last used parameters for some reports remain "sticky" sometimes - although it
Editing Delivery Challan after Delivery Marked
Dear, How to Edit Delivery Challan after Delivery Marked. Earlier this option was there, i think.
HOW TO RECORD EXCESS AMOUNT OF CREDIT REFUND
Dear Team, We have issued a credit note of 25,339.70 to VENDOR AL BAZZAM but they transferred more which is 26,466 so how to record the excess amount of credit refund? Which is 1,126.30?
Paying back owner's investments
Hello, I'm fairly new to Zoho and accounting and I wanted to make sure I had this right. How do I record an paying back an owner's investment in their own business?
Immediate Webhooks not firing in a timely fashion.
Hello, I have a webhook setup to fire "Immediately" on an invoice being created or edited. Testing this recently though, I've noticed the webhook does not fire in a timely fashion. For instance, I created an invoice over 5 minutes ago and the webhook
Create Customer Credit note
My role is Finance Manager, While creating customer credit note, rate column is not editable. My administrator which one to select to get access for this.
Secondary units for quantity in Zoho books.
Hi there, I sell plywoods of various sizes that are measured in sq.ft (square feet). So, my pricing and quantity units are also based on sq.ft - Ex: Rs. 100 per sq.ft. Now, I like to track my inventory and sales in terms of "number of plywoods" also,
Basic Flaw: Unable to add item MPN number to purchase orders!
I've been testing Zoho books for a migration from Quickbooks. Not going well so far!! I've found a such a basic flaw that it beggars belief. All items have a system field called "MPN" which is the manufacturer part number. However it's not possible to
More than one salesperson
Hi, It would be helpful to be able to have more than one salesperson associated with an invoice. In particular, we would like to be able to associate the salesperson to the item. We have clients who receive monthly bills for services and different salespeople
Zoho Finance Bug: Books Inventory Summary Report does not show DATE when Printing or Exporting to PDF.
I'm running an INVENTORY SUMMARY report. When viewing within the app the date shows but when I print or export to PDF no date is included. Makes it difficult when you print out reports... you have to hand write the dates!
HOW to record the TDS payment ?
I have uncatalogued entry in my bank account for TDS payment under 194J for Rs.53,479/- There is no auto-match. How do I record the TDS Payment?
How do I manage with bank failed transactions to categorize in banking menu
I have some Bank transactions which are failed due to some issues. Now those are appeared in bank feeds in banking menu. Please let me know how to manage them for proper categorization.
MULTIPLE PURCHASE PRICE
I HAVE TO ADD MULTIPLE PURCHASE PRICE FOR THE SAME ITEM . Suppose I have 50 quantity of item A of purchase price RS 80 and after some times price increases and now I have another 30 quantity of item A with purchase price RS 90.
Zoho/Stripe Integration - No Stripe-side identifiers passed to Zoho Books
I have a Zoho Books account integrated with Stripe, itself integrated with my online shopping cart on my website (SnipCart) where I sell my products. I notice that the transaction entry on Zoho Books from Stripe does not include any Stripe-side identifying
Non-recoverable sales tax
Dear Sir, Madam, I have added sales tax to Zoho Books, but we are a non-profit association and cannot recover sales tax (we also invoice without sales tax). Currently, sales tax on purchases shows up as a "Taxes Payable" account on my balance sheet while
Adapt Zoho Books for Non-Profit Organization
Hi, We are using Zoho Books for a non-profit organization and we were looking for advice for adapting ZB for our uses. For instance we receive periodically funds from a partner in Europe. How to treat these large amounts since they are not sales. Any
Tracking Expenses in Zoho Desk Tickets
We currently use Zoho One. Of the available products, we use Books, Projects, and Desk for tracking our work and expenses and everything. With our Help Desk work, we track hours for billing, but we also need to track expenses. We will occasionally order
ITC
I've marked as filled all the GST since 2017 also created manual journal entries but now ITC section in balance sheet is showing wrong balance as compared to GST site.
How can I use Zoho Flow with Zoho Books with the need of Item ID?
Hi Team! I have been trying to figure this out but I keep hitting one roadblock after the other one. So, in our business, we help students to enrol in courses and then we send the education providers an invoice for a commission of the tuition instalments
VAT Token has expired
Hi Dear Sir/Madam ID: 692430127 MPO Consulting Ltd Im trying to match my UK VAT payment for the above and am having difficult. It comes with the message HMRC OAuthtoken was expired. Please contact support.uk@zohobooks.com for assistance. Can someone please
Sales Tax Cash Basis
I am under the impression that Avalara does not work with books that are under a cash basis. Does anyone else have any suggestions to help with sales tax?
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