Payment voucher missing fields as per GST requirements
Hello, I have been evaluating Zoho books for subscription and found the following issue with Payment Vouchers available under Purchases > Payments Made. Under Reverse Charge Mechanism we are required to generate payment vouchers for purchases from an unregistered dealer. The GST act specifies certain fields that are mandatorily required to be present on the payment vouchers. The payment vouchers generated within Zoho Books are missing some of these fields: Name, address and GSTIN (if registered)
Is Online fillings via HMRC working for everyone? Books UK Edition
Hi Everyone, It would be interesting to hear if I am the only one having issues when filing vat returns to HMRC using Zoho Books UK edition. Currently getting an error saying: Token refresh failed. This may be due to the de-authorization of applicat
Is It Necessary To Match Bank Deposits To Customer Payments?
I have several hundred bank deposits on my banking feed that are uncategorized. Is it necessary to match them to existing customer payments that I have already recorded under "payments received" for all my invoices? Instead, can I just exclude all the transactions since the payments have already been recorded under "payments received"? It seems like a huge amount of work to have to match all of them. Many of the transactions are multiple cheques in one deposit and I would need to manually go through
Opening Balance import
i recently purchased Zoho books . now While i am trying to setup opening Balance by using Excel import i am getting the Error . Error : Contact Name: Enter a valid Customer Name AAny help will be appreciated. Thanks
How to upload documents in Zoho Books in the vendor portal?
Hello, I need to upload a customer's invoice to the vendor portal in Zoho Books, but I do not have a tab that says "upload documents". How can I enable this option? Thank you in advance for your response! My regards Rewa Makke
Lengthen Fields in Books Invoices
Our Project Names sometimes extend longer than the field in Books Invoices. I have tried for a couple of days to change the field length with no luck. Attached is a photo of what is happening. The name of this particular Project is Texas A&M Athletics Training, and you can see it takes up two lines. I would like it to all be on one line. Some legal cases can take up to 4 lines. Thanks in advance. -Craig
Calculating Cost of Goods Sold per invoice
We sell services and most of the time, the service we sell is partly outsourced. For example, when we organize an event for a client, we hire freelance staff for that event. I would like to see the cost of staff per event invoice- how do I do that?
How to record and expense and Owner drawing in the same transaction
Good Morning, I cannot work out how to allocate a bill to both an Expense account and a Drawing (Equity account) in the same transaction. I have a home office and part of the expense is for the home office and part is for the home (not a business expense).
Is there a way to turn off signatures for invoicing in Zoho Books?
I am setting up a Zoho Flow that will automatically create an invoice in Zoho Books, but it stops there and will not apply retainers because the invoice is not signed, is there a way to turn off signatures required for invoices? Thank you!
Zoho Books contact update API not working, poor documentation, poor tech support
Having lost a whole week while trying in vain the use the Zoho Books API, and an even worse technical support from Zoho, I thought I post it here, to see whether anyone has a solution: I am trying to use the Zoho Books API for updating a simple contact,
Adding unit to invoice
Dear Support, Is there anyway to add a unit field after quantity column? Because our business is a landscape contractor and in certain circumstances we provide soil for example in cubic metres and cannot denote the unit on the invoice. Another example is we supply watering truck and charge per trip. We have a simple solution by adding the unit into the Item description but some clients have been alarmed and asked if we can change this. Please let me know, Bent Regards, Jeffrey
How to properly record income tax paid electronically
My question is probably trivial for most of you, but I can't quite figure it out on my own. After browsing internet I got even more confused... I have a bank transaction for the income taxes I paid for previous tax year. The number I got from my accountant. He made calculations without using Zoho Books. The only relevant option Zoho Books offers me to categorize it as Tax Payable. As a result I have negative tax liability. My understanding that after payment is made my tax liability account should
Best way to trigger payments in online banking
Can anyone recommend an efficient way of making payments in online banking from Zoho Books. Currently I am keying in each individual payment into the online banking. If possible I would like to make payments with a file upload into the online banking.
How to record refundable Security Deposit and Earnest Money Deposit (EMD) paid to Customer ?
Dear Zoho Team, Please let me know how I can make the record of security deposit and earnest money deposit (EMD) paid to customer. These are refundable deposits made/paid to customer. After the project is over we get the money back in our accounts. Kindly
CRM/QB to Books Migration: Can anybody recommend any Zoho Finance Partners for Quickbooks to zBooks Migration?
We're trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory. Looking for any advice, pitfalls, recommendations on which partners to use... Many thanks in advance for any assistance!
Migrate from Quickbooks Desktop to Zoho Books USA
Have any of you made this same migration from Quickbooks to Zoho Books? Looking for any pains or gains related to this. Please share any details as we evaluate this scenario. Thanks to all!
iOS App Item Search
Hi, I requested an improvement on the iOS App item search. I asked that you guys please include the Item Quantity in the search result. This was implemented very quickly and very satisfactory. But I'd like to request a little improvement. In the iOS app item search, when I search for a product, it shows the products found, and beneath each product it shows: "Available Stock" and the number of units on hand. However, it does not take into consideration the committed stock on Sales Orders. It would
Clumsy General Ledger
I am new to Zoho Books.I am in fact in the process of deciding to switch entire company to it. However, the accounting and general ledger side of your software seems insufficient in many ways. Perhaps I simply do not know how to get around in it yet. We require reports which will give us P&L's by division, product line, etc. Is that possible in Zoho? Your CRM software seems great, but the general ledger and reports seem better than QB On-line, but well below the sophistication of QB Premier.
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
Refresh Feed Broken?
Seems that ICICI Bank refresh feed is not working. We get once a day auto fetch all entries (overnight) but when we press refresh feed nothing is imported. The feed also does not happen automatically on bank holiday. Yesterday was bank holiday due to fourth Saturday and today no fresh feed update happened. Though few of our customers paid us and if we log in to ICICI Bank we can see those credits. Refresh feed does not import those credits. Similarly we made few payments and the bank page shows them
Convert retainer invoice from estimate
Hi We always send a 20% retainer before delivering our goods. I have looked around but without any results to find an option where I can convert an estimate to a retainer, like when converting an estimate to an invoice. The problem when converting to a retainer is that none of the items are converted, it is just a free text box under description and you need to fill in the amount manually. I know there is an option to add a certain percentage, but then you also need to add a gateway. We are not
HOW TO CREATE INVOICE TRIPLICATE
I need to create invoice in triplicate as per GST norms with printing of "original for Buyer", "Duplicate for Transporter" and "Triplicate for self" in it. How to do it ?
Currency in Bills and Expenses
1. ) I import products from different countries I need to assign costs from bills/costs associated to the importing, customs, other costs of products. Supplier - You have to assign ONE CURRENCY, In Peru i have multiple suppliers that sell to me in Dollars
Receiving ACH payments - canada edition
Hi, Is there a way to receive ACH payment in the Zoho Books canada edition? What are the alternatives to receiving customer payments which incurs a fee lower than the standard 3% fee used by credit card payment gateways? Thank you,
Write Checks
This should have happened by now.....What is the hang up? Please get the ball rolling on this. It has been around two years and no movement. Either tell your customers that it isn't coming or let us know something in regards to time so we can make informed decisions. I would like to talk to someone in management please have them contact me. Bobby Green
Tracking Cheques issued as Security Deposit for loans taken
All Banks and Lending Institutions require a signed security cheque for the disbursed amount with the words "Not Exceeding INR ____" ( and the INR amount will equal the sanctioned amount - even if it is INR 100 lakhs). Does Zoho Books have any utility to capture the entry of such cheques which are to be recorded for tracking but as per GAAP they are not supposed to impact the Bank Account and the GL since they are a contingent liability.
Zoho books running very slow in UAE
Zoho books running very slow in UAE, this is really frustrating, waste of time. As we are facing this issue from very long time ago, we already informed to zoho customer support team many times, but they says this is temporary issue. As we are facing this issue more than a year, we cannot consider it as a temporary issue. We are planning all our branches to migrate to other software if it continues.
Zoho Projects doesn't sync with Zoho Books
I have two projects that have primary clients associated with them but they do not sync with Zoho Books. Zoho support does not know how to fix it. Anyone have any ides? When I review the sync errors the "set primary client" link does nothing.
Creating Bulk Bills
Hello i receive invoices from Suppliers and i make them payment after 15 or 30 days say they are 30 or 40 Invoices which i need to pay them after creating Bills and then Record Payments i need to know how to create bill in Bulk as i do not want to create single bill for 40 invoices as its time consuming to record bulk payment i have seen that you have a option for Bulk payment but i cannot find any option for Bulk Bill recording. thank you
Reversal of bounced supplier payment
Hello, I am wanting some help on how to handle a bounced SUPPLIER payment. It appears we made an error in the bank details for one of our suppliers and a payment was returned to us. The bill is marked as paid. How do we reverse the payment and record the returned monies so that the bil will be re-opened for another payment to be made to the supplier?
Payments received for the services provided in previous periods.
Hi Zoho. Significant part of our business is providing the maintenance services for the s/w sold (or subscription for s/w). Some of our clients use postpayment option. Let say 31/12/2020 they will pay for 12 months of services provided in 2020. Instead
Stripe - Zoho Books (India) Integration
Apologies for our ignorance we are new to this ecosystem. We use STRIPE as the payment gateway & Zoho Books (India) for accounting. We are currently dealing with confusion while trying to make entries in Zoho Books. Below is the transaction (all number are only for representation purpose) Product Price on Stripe (Invoice) - INR 100 Stripe Payment Charges - INR 10 Stripe Fee (for transferring funds to our bank account) - INR 2 So we received INR 88 in our bank account. We created an invoice of INR
#5 CRM/QB to Books Migration: How to manage Parent / Child Customer Accounts (from CRM)
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #5 In Quickbooks & Zoho CRM we have Accounts / Customers setup as "Parent" accounts with a number of "Member" / "Child" accounts. How does this translate to Zoho Books or How to people manage this? Books seems to bring them over as individual accounts. Current CRM / Finance Setup - CRM Accounts & it's Contacts sync to Finance Contacts & contact persons (see screenshot) Current Quickbooks / CRM setup - One main billing
Import payments shows error - Invoice Number: Please specify the payment received for this invoice.
I am just starting up Zoho Books. I have successfully imported contacts, projects, timesheets and invoices, but I'm stuck on importing the payments received for those invoices. I am using the .csv template on the website, dates and numbers are all formatted
Change a default option
Hello, In the payment receipt I want to change the default option of a selection. How can I do it? I attached the image, in the fist picture "Deposito para", the default option is "Factura" and I wan to change to default option to be "Publico General". Can you add where can I made the change by steps.
How to give discount on invoice.
If there is invoice of 10000 INR and mu customer pay me only 10900 INR and want 100INR as discount on bill. How can i do that. In simple words he wants to paid partially bill and close account.
Platform fee accounting
We are seling items through Pepperfry platform (similar situation for Amazon and Flipkart etc.) The invoice is raised in name of customer. The platform collects the payment and remits to us only the nett amount - that is customer invoice value less platform fee). On receipt of money we credit the customer with amount received in the bank. After each month platform Pepperfry send us the debit notes for all deductions they have made on account of platform fee. Now we have to transfer the difference
Saved reports
Would be nice if we could save modified reports for future use in the reports module ....
COVID-19 business resources: Navigating the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL)
Hello everyone, With the deadline for the Paycheck Protection Program (PPP) loan application just around the corner (August 8), small businesses across the United States are in a race against the clock to apply for the loan. As you might know, the Economic Injury Disaster Loans (EIDL) and the forgivable PPP loans are part of the US Small Business Administration's (SBA) economic assistance programs to businesses impacted by the COVID-19 pandemic. Over the last few months, we have written in detail
Barclays feed
Is there a direct Barclays feed yet for Books? I mean direct, as in the one we currently pay for in Xero, not the one which goes via a third party and takes four days to update.
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