ZOHO BOOKS - importation and exportation features - working with MS Excel or Zoho Sheet extensions
Do you intend to improve ther working with MS Excel or Zoho Sheet extensions to import and export files from and to Zoho Books. It is much more easier to work with this files instead of csv files. Other issue: is it possible to enter new data and save when we are using the Zoho Sheet View? Thanks! Best, Renato
Changing Paid Through on expense after Vat filed
I have found an expense that has the wrong payment method associated with it but I can't alter it as my Vat return has been filed. The expense was paid for in cash but was marked down as a credit card payment. This is messing up my card balance and I
Payments Recieved - API Error (The amount entered is more than the balance due for the selected invoices.)
I would like to enquire regarding pushing payments to Books using API. We have this scenario where Invoice Amount to be Paid: $42.79 Actual Payment Received Amount: $42.80 Using your Payment API Endpoint (https://www.zoho.com/books/api/v3/#Customer-Payments_Create_a_payment)
Not able to Record TDS when Applying credits to offset an Invoice
Hi, I am a Landlord and I have rented out my building to a couple of Tenants. The life cycle of a client would be as follows - 1. They would give me 6 Months Rent as Security Deposit 2. I deposit the money into my account and create a Fixed Deposit.
Tax as line item but not reflected in total
See screenshot: the subtotal before tax (249.00) is the same as the total, despite there being a $14.09 tax charge. How can we make this tax reflected in the total?
Staying in the vendor
If I am looking at a particular vendor and I open one of their bills, when I close the bill it takes me to a list of bills for all vendors. It would be better if I were returned to the particular vendor I was is.
Moving InspireXT Subscriptions to .COM domains
Hi, We have bought Zoho products for UK and India. I am told that due to some restriction, Indian bank account cannot be accessed from .EU domains unless we change owners. I also understood that we are hosted on .COM domain, then we can achieve what we
Additional Charges
Hello, In my account there is no option for additional charges in preferences in UAE version. Account ID - dubai.erp1@gmail.com PFA
Opening Balance / previous year transaction
Hello, Got into an issue..... was updating the data pertaining to previous FY 2019-20 and by mistake I set the Opening Balances to SYNC due to which I don't see any transactions for the previous year in the reports. Not sure how to revoke this or close
Per Client Pricing.
Hello Team, Is it possible to have different item prices for individual customers? If this is not a standard feature, would it be possible to do it with Deluge? Kind Regards John
Detailed guide to switch from Quickbooks to Zoho Books?
Hi Guys, Just wanted to see if anyone has a detailed guide (beyond what's already posted on the Zoho Support guide) to migrate data (almost 5 years worth) from Quickbooks to Zoho Books? Are there any services available that can do that for you? Thanks in advance!
Adding an optional payment to an invoice
I want to add an optional donation (not vatable) to the subscription (vatable) invoices I produce. This would be like a service charge on a restaurant bill. Is there a way to do this in Zoho Books so that if the customer pays the invoice without the optional
Font for Thai Language - invoice template looks good, but pdf is missing the Thai text
Dear Ladies and Gents, i am using zoho books for a long time now. As my company is located in Bangkok, Thailand i need to write invoices also including Thai text. I can setup a template for invoices easily containg thai text. As soon as i go to print the thai text dissapears. Is there any chance to import different PDF fonts? All available fonts do European languagey, Japanes, Chinese and so on. But i cant find a font which also prints the Thai tex. Thanks a lot, Egils As example i attached the
Why only 10 scans are allowed in books but unlimited in expenses? Doesn't make sense
Hi there, We have just migrated our company to Zoho Books from Xero, so far so good. The company doing our migration then let us know that we cannot do more than 10 bill scans per month, but we can do unlimited scans from expenses. This doesn't make much
Manual Journal Entries reflect in Accounts
Hello, I have customers whose payment receivable is not equal to the invoices paid its always less since commission is cut from it so what i used to do is i create a journal entry and reflect that into the customers account but in zoho books it creates
What Triggers Certain Automatic Emails? Are There Placeholders That Don't Work In Some Of Them?
For most of the automatic emails in Books, I understand when they are generated. But for instance, what triggers the "Customer Notification" email? What does a customer have to do, specifically, to trigger the "Payment Initiated" email? Also, does the
Customer Address Information issues
Hi, I have the Contact Address Format setup as follows: ${CONTACT.CONTACT_DISPLAYNAME} ${CONTACT.CONTACT_FIRSTNAME} ${CONTACT.CONTACT_LASTNAME} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_STATE} ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_COUNTRY}
Accounts for sales and purchases of manually added items
Hello! I would like to ask you a question. My company recently decided to sell an item not entered as a proper item, it was not entered in the item list, so we manually entered it in all documents. From P&L's list we can see, that it appears in the parent
How to attach PDF File to Invoice
Hi I need Attach a PDF File to Invoice with the API zoho books. I created a script in PHP / Curl, but i can't attach a file. The script is this: $pdf = curl_file_create($File_with_full_path, "application/pdf"); access_token(); $url = "https://books.zoho.com/api/v3/invoices/".$id."/attachment?organization_id=".$OrgId;
Google sheets connection
I have set Google sheets connection up & the deluge example shows.... response = invokeUrl [
url : <url>
type : GET/POST/PUT/DELETE
parameters : <paramMap/string>
connection : gdrive
]; Can anyone kindly give me an examples of how to insert
adding vendors
The "Account type" is a required field to add a vendor, so the "Custom Fields" tab should be the default view rather than the "Other Details" tab. This would make entering new vendors faster and require less clicks.
I cannot clone many of the email templates in Books
As it appears I'm unable, within Zoho Books, to set a primary template (like a letterhead) for all of my email templates, I am having to go through and edit all 17 different templates as part of a redesign of our communications coming from Zoho. However,
Telecom Services
Dear there, we provide telecom services and we have partner by each services our revenue must divide between the provider we receive the amount than we divide it as per the agreement as percentage I really need a way with zoho books to record the services
Expense for Potential Report
Dear Zoho , I am under Zoho one, integrated CRM and Book. We have one situation is that : We can do record Expense for Potential in Zoho Book and but we are unable to run profit report on particular Deals / Sales Report by specific Potentials ( Deal ) that shows : - Sales amount by items - Cost of good sales by items ( if possible ) - Expense items - Profit ( total of all above ) and Report by all potentials ( Deal ) : same with above , but summary row instead of iteams, but show all potentials
Vendor list
It would be great if I could jump to the last page of vendors instead of having to keep clicking to see the next page until I get there. I should be able to skip to page 5, or maybe skip to the letter S.
Custom buttons
Is it possible to create sub menus in custom buttons ?
forwarding mail containing bills to zoho books
Hi I have been working a bit with Microsoft C5, where it is possible to forward the bills you get to the system. Is that possible in zoho/books?
Not all deposits are from Customers!
Our very first transaction was $100 from an officer to open the bank account. Booking that in Zoho is properly done with "Deposit from Other Account". I can select Employee Reimbursement as the account, but what I can't do is select the officer (or employee)
Accounting for use of Personal Credit Card for business transactions
I have made some payments for stationery and other materials on Amazon required for my business through my personal credit card. I want to account for these expenses in Zoho books. How do I go about the same? I read somewhere that I can show the credit
End of Year Journal Entries - Retained Earnings
Tried to post my end of year journal entries I received from my CPA but wasn't able to post a credit or debit to Retained Earnings account as it didn't appear in the drop down list for a New Journal Entry. Help!
How to document overseas purchase using Paypal which issues a separate aggregated monthly usage GST bill
Hi, Whenever we make a purchase using Paypal from our company account, paypal charges us a transaction fees for all the $ to INR conversation and their fees. But this is never given as a breakdown. What they do is they include these in the transaction.
Item bulk updates
We can bulk update selling price, but .... Bulk updating purchase costs is just as important, please add this option !
Item taxes
There is only one entry for tax, on the sales information. Purchase information also needs to have it's own entry. We always pay set rate taxes or acquisition taxes on purchases, but on sales it can be either at a set rate or zero rated ! Or May be an
Create purchase order from sales order
Copying an entire sales order to a PO: How many times does anyone require everything from the sales order ? Most of the time, we have the majority of the line items in stock, on a big sales order with lots of items, it can be a pain to remove all these
Stock Control
Having finally managed to do tiered pricing I thought my stock control would be easy. We create an estimate. Once that is accepted the stock would be needed? Nope So then I figured we needed to create a sales order - that works. But it cannot be automated
Purchase orders
We quite often get billed for purchase orders not yet received. It seems that it's not possible to create a custom filter for this scenario ? Am I missing something here Zoho guys ?
Recommendations for Wordpress + Zoho Books integration
Hi there! We're facing a problem integrating Zoho Books with our Wordpress site - we currently sell online and offline educational courses, along with some physical products. We can sell the offline courses and products using WooCommerce, and connect
How to document a Windows license purchase without a GST bill
Hi, We recently made a purchase of OEM Windows license for our company use, which is totally legal way of buying a license for lower cost. But they never issue a GST bill for it, I specifically requested and they wont be able to issue one. Should I calculate
How to bill after 100% upfront payment ?
HI, We are making Purchase Order where we need to pay 100% upfront our vendor. To trigger the payment, we convert the PO into a bill. Problem is then, the inventory is updated with bought item... Even they are not physically here. Later, we receive a
EVERY company has a Cap Table!
As I consider converting to Zoho, I am distressed to see that Zoho does not have a concept for Shareholders any more than Quickbooks does. This has always surprised me since nearly ALL COMPANIES have more than one "owner". Wouldn't it be amazing if you
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