Is there a way to integrate Zoho Books with Zoho Connect?
Looking for a way to integrate Zoho Books with Zoho Connect. Earl Rudolfo
Receive payments
I really appreciate the new feature - entering an amount into the amount field auto populates the amount due into the payment field by oldest due, BUT..... Please, please, please consider the following ...... There is no way to auto clear the auto selections, we have to do it manually for each line ! If we change the payment amount at all then any previous allocations we have made are cleared & the auto allocation is made again :-( This has caused me to make 3 attempts at allocating 1 payment to
Wrong value showing for Cost of Goods Sold
Value for cost of goods sold is reflecting much hire then actual value on dash board. What is the reason ?
User permission for expenses
We've subscribed to Zoho books How do we ensure that an user can add expenses, and he is able to see only his expenses?
Link an invoice with hours not billed
Hi - I usually sell my customers a number of hours of consultancy (bank of hours). So I bill them in advance let's say for 10hours and after I track my hours on zoho books. How can I link for example those 10 hours tracked to the invoice already paid ? This will avoid me having hours not billed. Thxs
PayPal Integration for Pulling Transactions
PayPal Integration for pulling transactions into accounts: Is there a way to pull the transactions from PayPal into ZoHo CRM or Books. We've only been able to set it up in the integration to invoice clients through PayPal. However, most of our billing, 100's a day, are recurring monthly fees through PayPal and we need those transactions to automatically go to Zoho. Please advise on how to accomplish this. Thanks.
Producing an offer combined with producing a sales opportunity
Hey guys, we do have one step to much while writing offers. Step 1: Writing an offer with books Step 2: Open up a sales opportunity (Zoho is creating another offer just with the combined amount- no items are accepted) Step 3: After I negotiated the offer, I have to chance the price of the sales opportunity manually Why isn´t it possible to open a sales opportunity, having a possibility to write the complete offer witch is 100% accepted and all changes are influencing both - my offer and the sales
Zoho Books - Account Watchlist
There is a space on the Zoho Books dashboard for "Account Watchlist". Is that a future feature, or is there a way to set it up now? Cant' figure it out.
Help on Selling via Ebay, How to add shipping charge and claim credit on shipping
When I receive order from my EBay customer, I generate an Invoice and mark it as PAID (by clicking on "Record Payment" because he has already made the payment to Ebay...) But the payment will be released when customer click on item received on ebay which usually have wait time of 21 days max for the payment to receive in my bank thats too after deducting certain Paisapay Fee of 5.5%. How can do that on zoho books... can somebody explain with simple example...... And about shipping: Also I want
Financed Company Vehicle
How would record the asset of a Vehicle that has been financed so that it would report properly?
user permission
how to add a staff to an user group and how the staff can have access to zoho books directly? can a user have access only to one business unit ?
GST rate not proposed in orders, based on Item's GST rate
Hi, The GST rate entered on an item is not being picked up in Sales/Purchase orders. Ideally, it should pick up local/IGST rate from the item based on the party's state of GSTIN. This is making it bit cumbersome to enter orders. Can this be fixed quickly? thanks -Vallabhan
Unearned Revenue debit amount
Hi every one I have a problem with unearned revenue on 31/12/2016, its debit balance with 191626.46 i understod from previous problems with another people about taht account (Unearned Revenue) this account uses against advanced customer payment for services or good or payment for future services to be performed or goods to be delivered So, i checked the system and found some payment received and payment made with not against invoices, i Fix it and make it related to the bills and invoices that belong
Typing orders in Books/Inventory is so horrible.
Is there any way to modify the layout, and modify what the enter key does? Typing orders in Zoho seems to be service based, where you only need to type 1 or 2 items per invoice. What about those who need to type 50+ items by hand? Compared to MYOB/Account Edge or Quickbooks, typing orders in Zoho is a nightmare. Can you please offer customization for invoices/sale orders to make typing easier? 1. There should be an option to switch "Item Details" and "Quantity". In the USA, and most other countries,
GSTR-1 Filing related questions
Hi, I was about to file GSTR1. Have filed GSTR3B already through Zoho. I have the following questions. In some forums, people are talking about compiling state-wise data for ecom service providers before filing GSTR1. Do we need to follow any such thing in Zoho. As far as I understand, GSTR1 is automated in Zoho. We need to just push and file. Pls confirm this In GSTR1, I am also seeing the invoices where the products were returned by the customer. For these invoices, I have already added a credit
PLS ADD: (OUT OF SCOOPE) IN GST TAX COLOUM
KINDLY ADD IN TAX COLOUM .. OUT OF SCOOPE I DEAL IN AIR TICKETS IN WHICH AIRLINES ADD GST ALREADY KINDLY ADD THIS IN FEATURES VERY URGENTLY BECAUSE AS OF NOW I USE NON TAXABLE AND MAKE BILLS AND INVOICES BUT NOT RIGHT WAY AIR TICKET 1000 NON TAXABLE REASON INCLUSIVE SERVICE CHARGE 20 GST 18% SGST 0% CGST 0% SGST 1.80 CGST 1.80 THE SHOW 0% IS NOT RIGHT WAY
Get Contacts with Multiple Organization
Hi Is there's an option to capture the specific Contact if it included on multiple Organization
Multiple Organization Issue of Contact
Hi I'm having an issue regarding on getting the contacts using contact_id apparently my contact is included on differen organization. Is there's a way to add organizationid as my parameter to sort out the record?
Creating organization profile for another business.
Hi, Is it possible to create one more organization in zoho books, we have already subscribe zoho for our business, we have one more business so can we create one more organization profile in the same zoho. If it is possible then please let me know the procedures.
Two taxes in expense recording
Hi I'm recording Meals Expense. In meals bill there have Two different GST tax (12% & 28%). So basically know about how i can record both taxes in expenses. Right now I'm only able to chose one.
Tax Invoice with Transaction Statement or Debit Note Useful for Travel Agency
Dear Zoho Team, Tax Invoice with Transaction Statement Useful for Travel Agency Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge.... So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement kindly add this function Find Attachment for Sample Travel Agent Please Votes https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/31044556-tax-invoice-with-transaction-statement-useful-for
Cash from register and tracking of items
Hi there, I sincerely hope that someone can help me. We use Zoho Books in order to create invoices and keep track of our item stock. So far, so good. But we also have a cash register where also our services and products can be paid. I am now loking for
GSTR-1
"Transaction processed with error" This type of mail received. now what should i do to push transaction to GSTN? Bacause first i have 90 transaction to be pushed but after this error this is zero.
Whats new in Zoho Books
Last update June 2017 https://www.zoho.eu/uk/books/whats-new.html There has been many, many updates since & I know many of them are minor but it would still be nice to know why we're re-loading our browsers virtually every day. There have been several very good updates that I have noticed by actively searching for them since June, I don't really want to have to do this, so a small link on the We've made some changes to Zoho Books while you were working on it. Complete your tasks and reload. Describing
Opening Balance of customer
Hi, I have migrated to Zoho by april 2017. How can i update the opening balance for a customer?
Purchase order receives / partial receives
We can perform this in Inventory, but not in books, so should I subscribe to inventory as well ????? ...... NO - because .... There is no purchase order status in Books to show these receives ! ( receives should also be available in Books ) Please fix this crazy situation guys - when we receive bills for purchase orders, we do not want to pay them unless we have received them! This also questions my subscription to Docs - entering bills for scanned docs offers open purchase orders which we have no
Re-allocate expense to multiple periods
I have a paid expense in June that pays for an expense equally in the months of Q1 (Jan, Feb, Mar) How do I move the expense payment out of the P&L for June (overstates expenses) into the proper months? I tried moving it to a suspense account but suspense shows up on the P&L which defeats the purpose. Thanks
paid 3b july sucessfully cani pay agan gstr1 july for same value
I ALL REDAY PAY GSR3B FOR JULY CAN I AGAIN PAY GSTR1 FOR JULY OR RETURN ZERO OR PAY PLEASE HELP ME CONFUSED
Invoice Clone
We are facing problem, when we clone the invoice. Issues comes only when we have same customer having multiple locations means.. Billing address is same and shipping address is different. If we do clone, it randomly takes shipping address or some times take billing address. We believe that invoice cloned, should have same billing and shipping address as original Please help to resolve the issue.. Dharmesh
GST 1 FILLING
HELLO TODAY I SEE GST 1 FILING LIVE WHEN I UPLOAD TO GST 1 SET AGEREGATE TURNOVER PREVIOUS YERA RS 1210580 AND A-J 2980510 BUT OTP NOT RECEIVE PLEASE HELP ME
Opening Balance Issue
When creating the opening balance (when migrating) you are unable to associate the relevant opening balance amount to the relevant client - its just one large lump sum which is recorded. This needs to be fixed as migration is a nightmare.
Opening Balance Customers & vendors
I am migrating to manual book keeping to Zoho books. I have some customers & vendors outstanding. (Receivable from customers & payables to vendors) I have already created customers & vendors but how can I add opening balance to each customers or vendors so that I can see it in Contacts Tab.
How can apply vender credit against bill..when create journal entry
Dear ZOHO Team, How can apply vender credits against the bill.. When create a journal entry I Have tried to Create thought vender create Module.. but here the problem is associate bill compulsory Actually, this credit is not any bill against that is our commission income How can manage it? Kindly advice
Books/CRM Integration
Can someone point me toward a books/crm integration FAQ or guide? We've got them integrated, but some additional pointers on how to get the invoices sent from ZohoCRM/Books integration to come from the sales person creating it, would be great. For example, Susy is my sales person, she doesn't have a Zoho Books login, but she has a client that wants to pay for an item sold and so she creates a books Invoice in the ZohoCRM interface (the books module) and the invoice is emailed to the client who
Reverse charge entery
Reverse charge entry below rs 5000 and abobe rs 5000 please clearly reply with screen shoot
Unable to see custom fields on Invoice
Hi, Its excellent app that Zoho has developed. Just was to know as subject suggests, we are not able to see custom fields inside the invoice template when we add and download the invoice. It is seen below the invoice format. Kindly check and confirm. Or I am missing something. Manish Tillu
Does Zoho Help us in API Customizations for Estimate?
Hi, We want to add custom messages in estimate templates and pdf. Can zoho provide us basic zoho customization?
Customer Account statement with Item name, item Description & each Item Total
Dear ZOHO Team, Kindly add Customer Account statement with Item name, item Description & each Item Total It is very useful for all business find Quick Book Sample For Votes click link https://zohofinance.uservoice.com/forums/283818-zoho-books/sugges
How to customise email
Need help I want all invoices to go via sales@inserver.in to my customer. And all purchases related data should go via email purchases@inserver.in Portal details should go via welcome@inserver.in How i can achieve this output? Currently i can assign one
Using wrong ZOHO edition ?
Which Zoho edition is best suited for a Canadian based company that purchases all their material items in USD and sells all their products in USD.all across Canada & the U.S. ?
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