Duplicate Bank Transactions & Match Buttons
Hello, we are ending up with duplicate transactions in our bank accounts, after searching for answers I found several users who encountered the same problem. Our setup has several bank accounts including 1 main/primary account which the other, secondary,
Additional Address - Company Name
It would be very helpful to have a "Company Name" field in the Additional Address shipping section. In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
Update Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
VAT for 2 companies
Hi, I'm VAT registered If I setup 2 companies in Zoho books can the VAT from each be collated from the 2 companies into a single VAT return? The UK .gov website says:- " We are only able to accept one VAT return submission for a return period. As such
Zoho Books email notification.
Hello everyone, I was wondering something and can't seem to find an answer or a way to do it. In Zoho Books when you make an e-mail notification for example for quotes. When you manage the template, you need to select a from address. If you leave it blank
writing checks
hi - i know payments made OUTSIDE Soho can be "recorded" or "entered"....... but how do you WRITE checks FROM Zoho? using a standard tri-part check remittance form (top part is the check itself, the middle and bottom parts are the vendor's and my remittance
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
What's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
No Mark as filed buton in GSTR -3b
We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B. How to mark corrosponding GSTR-3B as filed?
Function #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers
Bill of Supply - Header not accepted
There is good provision in Invoice to add Headers to categories invoice items however the same is not available in Bill of Supply. When I try to add it in Bill of supply, it vanishes as soon as I save it. Kindly look into.
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
Required Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.
How to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to create
Limit of the number of expenses on the free plan
I have a question regarding the expense limit on the free plan, and I would appreciate some clarification to ensure a better understanding. Is the 1000 limit on the number of expenses in the free plan per year? Although the question in your FAQ seems
Function #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to an
Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balance
automation taxe new troubleshooting
i have selected the new automation taxe the error message says 11 659 clients don't have the address correct. It is cause when we create a client, we don't put the province. then the automatic taxe selected is the one just for canada. how to skip to have
Payments has been disabled for your account. Please upgrade your plan to enable this feature.
Hi, Does anyone know why I can't record bill payments after upgrading from Free to Standard plan? It's a basic bookeeping feature, does it require Pro plan? Thank you
bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
CUSTOMER PAYMENT DISCOUNT AT TIME OF COLLECTION
Hello, In our region customers have a habit of rounding down the cents when paying for the invoices, when we try and go through the options there appears to be no way to close this difference without issuing a credit note to the customer, which to be
How to create a Bill [Zoho Books] by forwarding an email attachment into Books?
Hi, I am working in setting up a basic Account Payable process. I would like bills to be sent to an email address and automatically create a bill for fulfillment. Is this possible?
Function #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
Timesheet Tasks in Zoho Books: associate to service item
How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the
Merge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
Function #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific
How to record chargeback in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
Ability to add multiple Stripe accounts for payments?
We have two streams of revenue under our business. Is is possible to add two stripe accounts (it’s under our main business in stripe). And assign that to the each of our customers ? We want the the credit card statement or descriptor to reflex what
How do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too with
Zoho Payment - ACH
hello, can we also do ACH payment for invoices with your new Zoho payment option? Meaning collecting money from customers by ACH, instead of credit card?
SHOWING ENDING DAILY BALANCE
Is there a way for ZOHO to show ending/running daily balance on the bank/petty cash accounts?
Custom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
PAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
Billing by family in BOOKS
We run a primary school, and up to now each individual student has had their own customer record. This means that for each school term, an individual invoice is produced for every child. With multiple large families, we want to switch to generating a
How to record a chargeback transaction in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
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