Transfer of Zoho Books ownership
One of our clients is a partnership firm. The Zoho books subscription was bought using one of the partner's email id. Now that partner is leaving the organization. Question is - How do we transfer the ownership of the Zoho books subscription to another partner. Thank you.
User Role based on Cost Center tag
I have a potential client that has an umbrella corporation with about 10 divisions that are "Cost Centers". I know I can manage reporting via Tags. Each division has its own bookkeepers/accountants. I want one master Zoho One account for the umbrella corporation so that all the divisions can roll up for reporting. I do NOT want divisions to be able to see/edit other divisions Books. Can I create a User Role that I will call "Division X Bookkeeper", the X will be a number to represent the division?
Populate All Contact Person in Invoice Custom Template
How Can I Populate All Contact Person Available in Customer while Designing Custom Template For Invoice?
Customer Payment Refund Via Banking integration through zoho books
Dear Team, Kindly check out and let me know if we initiate refund payment to our customer from Zoho books, it very uses great features for us and saves more time for our account team.
Opening Balance Accounts Receivable and Payable becomes Opening Balance Adjustment... WHY?
Whi is it that when you put your Opening Balance Accounts Receivable and Payable they become Opening Balance Adjustment. Why is the reasoning behind this as It is confusing and I am unsure I even understand what this account is? Can someone explain what
Handle corporate annual quote/invoicing (maintenance/licensing renewals)
Our worklow needs to be the following: 1. We have to generate a quote (estimate) to the client 2. The client approves the quote and issues a purchase order 3. we then turn the quote into an invoice and email it to the client We can do this manually. How
zoho books create recurring bill via api
In Zoho Books, I can create a Recurring Bill. But when I look at the Zoho API Documentation, I don't see any documentation on creating the Recurring Bill via API. How can I create recurring bill via API? Option in Zoho Books: Zoho Books API missing documentation for Recurring Bills: https://www.zoho.com/books/api/v3/#Bills
INWARD PURCHASE MISSED IN GSTR3B MONTH OF MARCH 2020
Sir. we missed one inward purchase bill entry for the month of March 2020 in GSTR3B filing.But in GST portal GST2A data shows my vendor upload that invoice.Now how to i claim ITC for missed purchase bill.
How I can setup account for Zoho Book recurring invoices like normal invoice
I don't want to setup account for recurring invoices each time new invoices is generated.
Opening Balance
1. My current Zoho Books Migration Date is 23/04/2019 2. I would like to change the Zoho Books Migration date to 01/04/2020. 3. But, we have entered opening balance in Customer Receivable and Vendor Payable. And recorded the banking transaction against it in the month of April. 4. There are No transactions from 23/04/2019 to 01/04/2020 except opening balances. 5. Now, We are unable to migrate the zoho books. Could you please help us with it ? how opening balances can be shifted from 23/04/2019 to
Any way to create bill with a $ amount associated, but not specify an item
We get referral deals for our business. For some of our referring partners, we have contracts set-up with them that they will get a percentage of the deal amount. Because the deals can be any amount, the referral fee that we will pay out can be of infinite amount. We want to automatically create the bills in Zoho Books, since we pay out at the referral fees at the end of the month and want to document our payments agains these bills when we actually send out payment. But when I try to create a bill
ZOHO BOOKS ANDROID APP NOT ATTACHING PURCHASE ORDERS
Have a recent problem with the zoho books android app. It has stopped attaching purchase orders to the purchase orders email. My suppliers are just getting emails without the orders. This is a massive and urgent problem , have tried on 2 android phones
Not able to attached expense receipt via zoho book expense api
I am using following API to add receipt to zoho expense api curl https://books.zoho.com/api/v3/expenses/{expense_id}/receipt?organization_id=10234695 -X POST -H "Authorization: Zoho-oauthtoken 1000.41d9f2cfbd1b7a8f9e314b7aff7bc2d1.8fcc9810810a216793f385b9dd6e125f" -H "Content-Type: application/x-www-form-urlencoded;charset=UTF-8" and getting { "code": 0, "message": "The expense receipt has been attached." } but when i check expense section on zoho book receipt not visible
Status stamps for Estimates
Hi, I notice there is a status stamps for Invoices in custom layout Invoice Status can be : Sent’, ‘Accepted’, ‘Declined’, ‘Invoiced’, ‘Client Viewed’ or ‘Expired’ Invoice Status stamps can be: 'Paid' or 'Void' Invoice categories can be ‘sent’, ‘accepted’
Purchase Order Approval Signature
In the Purchase Order Template, there is the option to have a signature automatically placed into the template. A feature I like as it means the PO has the necessary approval without having to print out, sign, scan in etc. My challenge is this, the PO is 'signed' even when not approved. This is a control issue surely? I can see that there is a watermark across saying NOT YET APPROVED, but it does not detract from the point that the document is signed. Is it possible to have the signature appear
ACH payments?
im looking to eventually switch from quickbooks to zoho books. quickbooks accepts ACH payments for 25 cents a payment (flat fee). What are the options for accepting ACH through zoho books? is it only forte and authorized.net? authorized.net is expensive
Adding SMS for Purchase order copy link send to vendor
Dear Zoho team In the Zoho book , i want to send the purchase order copy link to our vendor via SMS , How can i do this , Can any one explain this.
One Company & Multiply GST Number
Dear ZOHO Team, How can manage..when one Company & Multiply GST Number for example Spicejet Airline Kindly Advice find attachment
Has anyone been able to integrate Zoho Books with Quickbooks Desktop version?
The company I work for will probably continue to operate both systems due to the complex nature of the business. We will use Books for tenant billing, but then will need to either integrate or import the monthly invoicing into Quickbooks deskptop version. Anyone have experience with this?
Zoho Books/Inventory IP Addresses List
I Want to whitelist data coming to another integrated APP to only Books And Inventory IP Addresses. Where Can i find them? Also, I Heard before of times Zoho Changed/Added IP Addresses to their servers And there is no Official Chanel or specific page
Invoices/Payments not represented as Income?
The Business generates Retainer Invoices to Customers, for pre-payment of Services. Some of the Retainer Invoices are for 3rd Party Customer Expenses, eg. an Application Fee payment to Government. Thus, it's a Net Zero $ for the Receipt and Expense. It's not Business Income, as it's just collecting monies on behalf of the 3rd Party and paying it out shortly after. What's the best way to NOT represent these sort of Retainer Invoices / Receipts as Income?
New Name for Open Status in SO & PO
Hello users, We are introducing a change to the status name, Open, of a sales order and a purchase order. With this change, a sales order in Open status will have its status as Confirmed; a purchase order in Open status will have its status as Issued. We are introducing this change to make sure that the statuses for a sales order and a purchase order are consistent across all the Zoho's finance apps. This change is in development and when released will reflect in all the custom views, custom
Managing Transactions under the Paycheck Protection Program in Zoho Books
As you might know, the Paycheck Protection Program (PPP) is an incentive provided by the Small Business Administration (SBA) for businesses affected by COVID-19 in the US. The PPP aims to provide funds for at least eight weeks in order to help businesses pay off all basic operating charges such as employee wages, rent, interest or other utilities and retain their workforce. Read more about the Paycheck Protection Program from our blog. In case you have applied and qualified for this program, you
Job Costing per Reporting Tags
Hello, In Quickbooks Online, we are able to produce a report where the purchase price of an item is subtracted from our gross profit for a specific customer. Exemple : ITEM is sold 100$ but its purchase price is 50$, if we sell one our actual gross profit
Need to print checks - Zoho not in drop down of Wells Fargo
Hi, I would like to print checks but ZohoBooks isn't an option when I go to reorder checks. What is the closest software family in terms of print format so I can order my checks (e.g. Intuit, Microsoft, Great Plains, etc)? I looked at the third party
Record Expense - payment manually
Dear Zoho, How to enter following expense Expense Invoice date : 1 Jan 2020 but Payment made for that expense : 20 March 2020 When I enter expense bill it ask for paid through - and it reflects in bank on 1st Jan , but I have made the payment on 20th March. How can we enter expense bills without payment - and payment can be enter manually.
writing checks
hi - i know we can "enter" or record payments made to vendors - but how do you actually WRITE checks in Zoho? my current accounting software allows me to click on the vendor, and then click on as many invoices as i want to pay - it prints out on a tri-fold
Project-Books Help
Hi: I tried to have a Zoho developer help me but he couldn't so I am hoping someone reading this can help. This seems like it should be simple, but as a Zoho One relative newbie I'm completely lost. IDEAL What I want is to have one project for a magazine
How to refund to "Owed to Owner" account?
Ok this is a little hard to follow but bear with me. I purchased something on my personal credit card for my business (supplies for a specific client), and I recorded it as an Expense: Cost of Goods Sold, paid through the Liability account: "Owed to Owner". (I pay this off once a month). I later returned some of these supplies, but now I can't figure out how to record the return. It should be a refund against the Expense, debiting the Owed to Owner liability account. I think. I tried to use various
French bank for automatic download in Books
Hi everyone and Zoho team, We are continuing the "clouding" of our company's services and software thanks to Zoho. We have already tested 12 accounting online solutions and Zoho Books seems to be one of the most interesting for us, if we except the fact that it is still not localized/translated into french. Anyway, there is a second problem that actually stopped us : our bank account can not be automatically downloaded into Zoho Books, wich is a major issue for us... It looks like the server can
My pdf invoices are printing blank
When I try to print an invoice (either single of bulk), the pdf shows up blank without any content / details. Any ideas? Thanks
Retained Earning Issues
Hi, I have been using Books since 01 April 13' and haven't even finished my first years accounting. Why is it showing a retain earnings amount of -37,000. I cannot change this number as it is automatically calculated. Please inform me how to get this amount reset without affecting my current data. Kind Regards, Mathew Robinson
Accounting Entry for GST bill which is paid by Credits/Balance
There is shipping platform named Shiprocket. I have bought a plan which costs me 19116/- and gives me credits to ship products and after successful delivery, charges gets deducts automatically from that credit. I got a GST invoice for the purchase of
Integration documentation?
I've been working on a business process integration between zCRM's via the Deals module and Zoho Books and was a bit disappointed that the zBooks documents created via entity triggers had virtually no information from the relevant deal included. I would have been less disappointed (and wasted less time) if the documentation about entity triggers actually detailed exactly what was included in the resulting invoices/estimates, and where. Even better would be a thorough implementation of the entity
Attaching file to Bill/Expense with REST API
Hello dear Zoho team. Can you please advise how to attach a PDF file to Bill or Expense using Zoho Books REST API? Reviewing the documentation was too much helpful for me, I'm not clear how to specify file name and provide file body in the same request. An example using Python or cURL command line will be much appreciated. Thanks a lot, Arik F.
Can we add additional columns in the purchase order?
Is there a way to add additional columns in the purchase order? I need to add a column for VAT as the PO contains many line items, some of which have VAT but others are exempt since we are in the medical business. I also need to add a column for units
Can Zoho Books be used to maintain a simple account books for schools
Can Zoho Books be used to maintain simple account for schools in india?
Reports if upcoming recurring invoices
Hi everyone, We want to design a report with zoho books, we want you to send us an email on the 20th with the recurring invoices for the next day 1. We have made a report, but on the 20th it notifies us of the recurring invoices of that day, and it is not worth it, we want it to show us the next recurring invoices. thanks
Change the Base Currency
Hello Zoho, I am trying to find a solution to change the Base currency from INR to USD since USD is a global currency. While creating the account I accidentally selected the INR. I have been struglgling for several hours now, went through your forums and online resources with not much of luck. Please help. Best Regards, Syed H Zaha Web Consultants
Sales by salesperson
Good morning I want to generate sales by salesperson report.. And i want the item name and quantity that was sold by that salesperson will also be included in the report... How to do that?
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