Where we see all invoice
I have created new invoice using crul. I got success message "The invoice has been created". but still I can't found invoice in my section can you please help me.
ICICI Bank Integration - Change of Log in ID to new simplified
When integrated there were two fields - The Corporate ID and User ID fields Now ICICI bank on their CIB has offered to merge these two fields and create a custom Log in ID of our choice. The same was done by our end in the CIB portal. Now issue is that
Tax liability superior to actual tax due
Hi, I am a little confused on how to make my taxes correctly. In Hawaii the GET Tax due is 4.5%, however the state allows us to charge and collect 4.712% in order to make our clients pay for the excise tax on the excise tax. Therefore my GET is 4.712% and I owe 4.5% to the state of HI making my Tax liability constantly wrong... Any idea on how to get around that issue? Thank you for your help. Thibaut
TDS Section wise report
Hi Team, I want TDS section wise and company and non company wise tds report for monthly purpose. Also while booking the invoice it should consider automatically company deductee or non company deductee based on PAN. Regards, Diwakar 9341010104
Is it possible to show select Custom Fields on a Sales Order and NOT on Estimates & Invoices?
Our sales team work with Estimates, warehouse work with Sales Orders and accounts work with Invoices. We have custom fields for items that are only relevant to Sales Orders. EG: A bin location custom field. How can I show this "BIN LOCATION" custom field
Canadian customers can now print cheques in Zoho Books.
Hi All, Do you prefer writing cheque to pay your vendor bills? If so, here comes the time saver for you. Zoho Books now supports an easy way of printing cheques to pay your bills. For that all you have to do is get cheque stocks from cheque vendors, fill up the payment details in Zoho Books and then print the cheque directly from Zoho Books. You can also customize cheque alignments to suite your printer settings. To pay a bill via cheque Goto bill details, hit Pay via Cheque
How do I manually record a Salary and associated Payroll Texas?
I do my payroll manually and I'm trying to figure out how to record salary and associated payroll taxes in Zoho Books. At the moment I'm creating a manual journal and enter it all there. I'm attaching a screenshot of the manual journal. After creating this journal, my next step is to match this with entries on my bank account statement. Those entries are the actual paycheck that the employee cashed, as well as two entries for taxes paid to the tax authorities. The payments to the tax authorities
Books Blocked and downgraded although invoice is paid
Hi, I sent the ticket number #27027992 THREE days ago but I received no answer until Today. Please, could you solve IMMEDIATELY this problem? I'm writing you on behalf of Di Italia srl, a client of Sooite Solutions. Di Italia srl has a Standard subscription on Books that which seems to be regularly paid, but now they cannot access to Books and this issue are generating a big problem for the company. I attached two screenshots in order to allow you to understand better this situation. Please could
Books should warn users when bank credentials stop working
If Books has stopped syncing, please give us a nice big message (or pop-up) we cannot miss. This way if there are any charges that should not be there, they would be more likely to be caught immediately. A big warning is standard in Xero and QuickBooks.
How to block an Estimate once it's converted to Sales Order
Hi! When I convert an Estimate to Sales Order the Estimate don't change the state and my customer can reject the Estimate although it was invoiced. I need to know how I can block the estimate once it's converted to Sales Order. Thanks,
Frensh company
Hello, is there any french company that uses zoho books to manage its accounting? Thank's.
Pre-defined Supplier and Stock Control in Non-Inventory Items (only purchase and sale)
Hello!! Our company buys and sells items but does not stock in our stores. It is important for us to know the supplier that we buy and their stock How can I have this information in non-inventory items? Thanks!
How do I get GST functioning (for New Zealand)?
Version of Zoho Books is just the default one on sign-up from New Zealand. When I go to settings -> tax, only 'tax rates' is available. No way to switch on GST functionality. In 'organisation' settings there is no option to switch-on GST functionality.
Activate Bank Feeds option is missing
Hi, My South African based client has a bank account in Books that has an inactive bank feed link to it. They want to Activate the bank feed again. When i select the activate bank feeds option it is asking me to select and account but it is not allowing me to select anything? How can i go about activating the bank feed again? Thank you.
Customer Receivables
It would be nice if you could update several customers payments in one deposit instead of having to create seperate deposit batches. This would be a time saver.
PO templates
Custom fields format has been changed to the format ${purchaseorder.cf_#####0000000#####} These do not show the data contained when printed ??
Recording Customs and Duty and Other Charges with IGST on Import
Hi Support, Do You have a way to enter Bill of Entry. I think this feature is missing in Zoho Books and without this feature it is not possible for an importer to create correct entries in the system
Stripe payment thru invoice so invoice now marked "paid" - how do I handle the bank transaction?
Hi there, I sent a client an invoice for $11,600. They paid it through the Stripe option inside the invoice, so Zoho has marked it paid and is showing that payment as income. I have a bank transaction that now needs to be categorized, for $11,400 (because Stripe keeps some). How do I categorize this transaction so Zoho knows it's the same payment they've already accepted as income, and not a second payment/additional income? Thanks!
ICICI Bank Feed
Statement isn't being synchronized since 3rd December. It says already initiated even though not. Have to add transactions manually, please check.
Per-client price list but with two prices in each custom price list
I need to track price lists on a per-client basis. I know I can do this with "Books -> Price Lists", but I have an extra bit of complexity. A given item has a default price, but could have two different prices for a given client based on the person doing the work. I do not want to use two items…I want another field on the custom price list. We do not bill for our time in a traditional sense so using "Projects" is inappropriate. We charge a price for a speaking engagement, but that price is
How to Select rupees in discount in keyboard?
How to Select rupees in discount in keyboard? without using mouse.
Can anyone recommend a good free erp/crm software?
Hi, Can anyone recommend a good free erp/crm software? I have a web development business and need to keep a comprehensive client list and accounting ledger. I also want to create invoices from it as well as keep track of work done for each client. Please
ZOHO BOOKS IN FRENCH
Is there a french version of zoho books ? If yes, did any one used it ?
Custom price lists have gone missing
I have four custom price lists which each override one or more of my standard prices. Today, none of the custom price lists contain anything, and I'm unable to edit them. If I first create a NEW price list, then I am able to edit the four existing price
INVALID VALUE PASSED FOR QUANTITY
i get this error when trying to create a Purchase Order in Books. Why won't the system point out to the field that has the error? It is very frustrating to receive the error message but have absolutely no visual guide as to where the error is. Please help
Add to bill from Docs
Please, please provide a resizeable image preview in the add to bill/expense with saved size properties. It's really frustrating (& difficult) having to scroll the image every time to see the entirety of the pdf file :-/
sales & approvals
How to create automated cycle when i create invoice from sales order and approved the journal entry created automatic , also how i can create approval cycle from two persons other than the creator
New Zealand GST
Does Zoho books do NZ GST?
Adding a Bank account (Current account)
Hi, I maintain a current account in axis bank India and it has another login mandatory filed as Corporate iD field in addition to the Login ID and password for the current account holders to access the account. I tried to add it manually but the corporate ID option is not available. How can I link my current account to feed the banking transactions to my Zoho books account. Thanks.
Language
Hello Dear All, We have the problem with Georgian with Georgian letters, when we try to issue invoice translated into Georgia the system did't read correctly and shows only ????????.
Docs - add to bill
Only open purchase orders are shown, partially received or partially billed PO's aren't shown ?
Item Price Auto
Hi When entering purchase bill i have mapped item to abc customer, Then do sale invoice to abc customer, i have select unbilled option then it shows item price as purchase instead of sale price. Regards Senthilnathan, Zoho Books User
Zoho Books Zoho Projects Integration
Hello, while i can integrate Zoho Books with Zoho Projects, it seems that the integration is left somewhat incomplete. For example, the expenses made in Projects can be viewed in Books but not vice versa. When I create a new expense in Books, it doesn't
Where do invoices come from?
I am just ramping up with the Zoho One suite, and mainly focusing on CRM. I've enabled most cross-application integrations but it will be a year before I'm ready to use Books. However, today I noticed that invoices had been automatically created from
Banking
Nice !!!.... I notice that the banking module auto updates daily for my UK banks now - thank you guys :-)
Zoho Books - Timesheet/Projects - add role/title/description for user on a project
It would be good to have an additional field for role or title added to user when they are assigned to a project. And be able to display that in invoice details when invoice by Staff Hours and other timesheet reports.
How do i charge refundable security deposit?
Any ideas? How do I do this and classify it when I perform the refund? Thanks
Credit Card Transactions Incorrectly Put Into Zoho Books Please Help Me Correct
I have an 'Undeposited Cash' account set up within my Zoho software. Before I learned how to pay a customers invoice by using the link; I would use the Square Sales app on my phone to manually enter a credit card number. I would then put the entire transaction
Zoho Projects integration
Hi! We have integrated Zoho Projects in Zoho Books. But we don't know how to sync data between Books and Projects. We have been reading docs but there are differences between Zoho Books and docs screenshots and options. This is the doc we have been reading: https://www.zoho.com/books/help/integrations/projects-integration.html#create-transactions I have attached as screenshot of our Zoho Books instance, we can only change the Integration Credentials but there is no sync options/information. How
Multiwarehouse: on P.O. edition warehouse always shows primary warehouse
Hi! We are working with 2 warehouses in Zoho Books. I don't if it is a bug or a lack on our configuration, but if I edit a Purchase Order in Zoho Books, in Warehouse value it always shows our primary warehouse. Even if I have previously stored another value. This is a wished behaviour for Purchase Order creation but not for edition, cause if the user doesn't realize can save data and change the warehouse value for the purchase order. Let me know if you need more information about the issue. Thanks
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