How to record transactions of a purchase and its refund in the following month?
I made a purchase of a product from Amazon in the month of May, Total cost - 1099 and had to pay IGST - 167.64. I filed the GSTR-3B and it was easy as a cake. Now in the following month of June I received a complete refund of the product. How do I record
Can I merge 2 workspace from different zoho books org?
Hi , I have 2 different zoho books orgs (2 companys),I want merge 2 workspace tables. How can I do that?
How do I book a Request Hold on a Debit card transaction when I upload the bank statement?
How can I book/reconcile a request hold? It shows as a deposit, I want to delete the transaction but Zoho books doesnt delete it, what should I do with a request hold transaction when I want to reconcile my month?
Annexure Font & Tab Issue
I just updated the Annexure text and the formatting looks great when viewing via the Estimate or Invoice (see attached screenshots), however it defaults to Times (or other serif font) when I print the document and download it (see attached pdf). What
How to account for cash based advance paid for a device purchase.
Hi, We purchased a device for a total of 30,000. But to book the device for special order we had to pay an advance of Rs.1000 which was paid by one of our employee out of their pocket. We have reimbursed the employee for this amount. But the problem is
How to delete a payment already recorded on an invoice?
I clicked "I already received payment" on that option at the bottom of the invoice and clicked OK, when I realized I had an uncategorized transaction that is related to this invoice.
How can I hide Payroll from Staff?
I am using the "Salaries and Employee and Wages" account to record salaries. However one staff member of mine that adds expenses to Zoho can easily see the wages of every employee in the company which is obviously not a good option. How can you secure
Paytm Integration
We are facing error in paytm integration, though status is showing Active, my customers are unable to make payment Please advise
How to change translation of units in Zoho Books?
Hello, I use the German version of Zoho Books. However the unit "pcs" is still in English. How can I change it to "Stück"? Sunny regards, Artjom
TRANSACTION NOTE
Halo! How can i include transaction note into my report or show them in the field without going through each and every transaction to know what it was in the note. Thanks, Edwin
Default task billable/nonbillable
Currently, the billable flag is defaulted as set for tasks and if the task is non-billable, the user must remember to click it. This could cause an incorrect billing issue for my firm which is an issue. Could the flag be set at the task level?
API Can not return 'all unpaid invoices'
Normally this wouldn't be that much of a problem, but with the ridiculously small number of API calls we can make, this is a big issue. We want to get a list of invoices that a customer has not paid. I tried doing things like status = "sent,overdue" but the API returned an error about invalid status. This means that I need 5 API calls just to find out if a customer has unpaid invoices (sent, overdue, unpaid, partially_paid and viewed). Is there an undocumented feature to 'return unpaid invoices',
Can I use Zoho Book subscription with two organisations
I have two organisations under one Zoho book account. I manage my step dad company under one organisation and my own company under my own organisation, all within the same account. I have purchased a subscription for my step dad organisation, but my organisation does not benefit from the subscription. Do I need to buy two license for each organisation under the same account? That is out of budget for me, I thought that buying the license would unlock all created organisations. Best regards, Steven
How to record GST Tax payment in zoho books?
Zoho books has option to record tax payment under accountant menu in some countries; but these features is unavailable for India. When the tax payment is recorded under expense, this is shown as inward supplies in GSTR2 (which it is not). How can we record
Individual Email Signature
Hello, I'm trying to set up the individual email signatures for my team before I hand it over to them, and noticed that the signature stays the same across accounts when I go to : Settings -> Email Templates -> Edit Signature Is there another way to add signatures that allows for unique email signatures? Better yet, one that keeps the same signature across all of the Zoho platforms?
How to account for Amazon purchase refund?
I made a product purchase using my company account, it was a standard GST invoice that the vendor gave. Now since we had to return the product because of some damage, the entire amount was refunded. How should I document this in Zoho Books?
Probleme trying to connect to zoho sign
Good Morning, i am not able to sign my invoices. I'm getting an error message " Probleme trying to connect to zoho sign" please can you check and fix.
TCS applicable on 50 lakh plus
How do we add TCS collection column on Zoho Books
Sales order expected shipping date
How do we get this to map to invoices when we convert them ? I've changed a field name in invoices to match but it's not copied over when the invoice is produced.
how to record security deposit in zoho books?
we run a coworking space business where we take security deposit from our clients which we will be refunding when the end their tenancy. how to record this in zoho books? thank you
Format Currency - xxx.xxx,xx€ in Zoho CRM
Hi Please could you tell me how to format Euro currency in Zoho CRM like you can in Zoho Books In Books I can choose the format xxx.xxx,xx which is the only acceptable format for Euro. At the moment in CRM the format EURxxx,xxx.xx is the only format if
Zoho Project Task Hours direct to Zoho Books (without Timesheets)
Hello, I have my team entering their billable time directly into Projects against Tasks. Time is automatically approved. However, now I want to generate Invoices in Zoho Books, which looks closest to the kind of Invoice we want to generate; however, no
Malformed Inventory adjustment approval link in email
Hello, We notice a bug in the email requesting an Inventory adjustment approval. The email redirects to https://books.zoho.eu/app#/adjustments/123456789 which rturn an error Page not found. The approval page is in fact: https://books.zoho.eu/app#/inventory/adjustments/123456789 I thought I could update the email template, but I can't see any way to do it. Regards
How add custom fields to Item descriptions in invoices and bills
Presently only the SKU field is appearing the description field. I want to add additional custom fields to there. Is there any way to do that in Zoho Books? I've seen other accounting software with this options.
How to book the commission paid in cash / Bank transfer to a person outside of company
Hi Can somebody help me on how to book the commission in Zoho books which is paid to an individual (not an employee) through cash / bank transfer. And how much TDS will be applicable on commission paid. We have few individual working with us on commission basis. They are not registered, kind of freelancer.
How do I handle a bounced check
Although there is documentation https://www.zoho.com/us/books/kb/banking/bounced-check.html, if required deleting the payment, but you can't do that if the bank clears it in your deposit and then pulls the money back later which is what happened in my
How to manage claims (financial and inventory)
Hello, We use books to estimates, incoices and prepare the packes to be sent. All is perfectly traced. Now when customer are making claims (for example defect product)... What is the process to document this in books. It's part of traceability and also KPI. We need to know how many claims are there linked to their invoice but also inventory. How Zoho address this inside Books (including Inventory)? And if not, what would be a best way to handle this ?
Vendor Bill as Credit Card Payment
I'm having an issue figuring out the right way to handle the following scenario: I have my AmEx CC account established with bank feeds. I have my business checking account established with bank feeds. I have a recurring BILL (vendor is AmEx) to pay my AmEx on the 1st of each month. When I "pay" the AmEx by recording a payment against the bill, it correctly debits my checking account as a vendor payment to AmEx. However, it does not record the payment in my AmEx CC account. Fast forward to my bank
Attributing Cash Payment to a Project without Invoice
I'm new to accounting! In Quickbooks there is an option called 'Cash Memo' where I can receive payment and attribute the payment to a Project as well as a Customer which will be reflected inside the Project transactions too, is there a way I can do the same inside Zoho books without raising invoices preferably ?
Foreign Currency Bank Account in Trial Balance
Hi, My base currency is INR. I also have a USD bank account. My USD bank balance as on 31.03.20 is zero. But the trial balance as on 31.03.20 in INR shows a credit balance in INR. How do i solve this? Thank you, Lakshmi
Change "Accept estimate" button in customer portal
Hello, in the customer portal the customer can accept estimates. Is it possible to change the text of the button? In Germany by law the button has to say something like "Accept and place order". If it just says "Accept", the contract has no legal capacity. Sunny regards, Artjom
Why does the Paypal sync record the Paypal fees from a customer payment with the customer as the payee of those fees. Wouldn't Paypal be the Payee of those fees? What am I missing?
Why does the Paypal sync record the Paypal fees from a customer payment with the customer as the payee of those fees. Wouldn't Paypal be the Payee of those fees? What am I missing?
Customer Type / CRM Integration
What is the importance of the Customer Type field in Zoho Books? What are the ramifications of treating an Individual like a Business or vice-versa? Am I reading the tooltip shown in the screenshot correctly? Do customers of the type Individual not get synced with Zoho CRM?
How to convert Estimate into delivery challan ?
Dear How to convert Estimate into delivery challan ? Thanks & Regrads Shamnad Jafer 9446005528
Attach or associate a file to a Customer in Deluge?
I am trying to connect a Customer in Books with a Contact in CRM, specifically an attachment that is found in the CRM record. In CRM, I attach the file in Deluge with the zoho.crm.attachFile call, however, I do not have that option in Books, it seems. I noticed in Books, there is a central "Files" area where attachments are stored and it seems they are referenced to whatever object in Books they are meant to be associated with, though I could not find a way to upload there from Deluge either. I see
How to create landed cost detail?
Dear Zoho Team , I would like to know create landed cost detail. Can you help me to explain? I can't choice right account and it is associate with Chart of Account or not. Best Regards, Ei Ei Thae
Item Details from Estimate to Retainer Invoice
Hi. When converting an Estimate to a Retainer Invoice, we need the item details to be reflected too, instead of just having a blank field. We need to have the power to remove items as well. I understand that the customer might want to just pay a percentage of the amount which is not reliant to the items' price. Hence, I am suggesting to have two options; one is to pay according to items, another is by percentage. This will be a great addition to Zoho Books. Looking forward to hear from your team
How to track founders investments ?
Hi all, We have started a small business, and looking for a good way to track founder expenses. In the beginning i tough about using zoho expense, but now it seems that may be a basic mistake, as this are expenses and not investments (buying test products, inventory etc.). We still dont have a company bank account so when ever we need to purchase each does it in his turn. Will appreciate any advice. Yonatan.
Importing Paid Invoices
Since Zoho Books refuses to implement a proper sales receipt system, I'm left trying to figure out how to have my daily e-commerce sales import properly. I hope I'm missing something simple. Using Zapier, I can create an invoice automatically when an item is marked Complete in WooCommerce. But there's no way I can see to document that payment was also received or have it go to the correct account. Am I missing something? Is there a way to do this, or is the Zoho expectation that I go in and manually
i want to calculate VAT on shipping fee
hi i am using zoho book in sausi arabia, he in saudi i obligated to add VAT on shipping fee, i tried to add shiping charge in zoho this message apears to me: ( Shipping and miscellaneous charges cannot be enabled when registered for VAT. Please mention any Shipping/miscellaneous charges as additional line items during the transaction. ) i don't want to add shipping fee as item, so how i enable shipping option and VAT option together? and alos Adjustments and discount. thanks
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