Sync not working - Bank Feeds
Hi Guys, I have spent the best part of a weekend setting up zoho books with all my clients and transactions etc I have set up my bank Natwest UK - and the first few days the software was working fine (1st oct). However, my amount in bank is correct, but none of my latest transactions are pulling through and therefore off in zoho books. The sync now button does not work at all, tried all devices, logged in and out, reconnected my bank etc. Tried all the various fixes support has given me but still
Adjusting VAT
Hello, When I enter an expense under Banking - Add A Transaction, it allows me to adjust the tax amount. However, when I set up an Expense or a Recurring Expense, I can't make an adjustment to the tax calculated by Zoho Books. Could you please change it so that tax adjustments are available in Expenses and Recurring Expenses? Thanks and best regards, Mark
Multicompanies report or analysis
Hello! I own 2 companies; in the past I was using an ERP that allows me to analize the company A and the company B as independent entities; however, from time to time we used to analyze the companies as a group. Is this possible with Zoho books?
[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.
How to categorize downloaded transfer between bank accounts
I have two bank accounts in the same bank. When I download my transactions both show the transfers between the two accounts. If I categorize them in one account as a transfer to the other account, I end up with duplicate transactions. There is no way to match them. How should these be handled? Thanks.
INVENTORY
Hi we have entered inventory items and selected inventory tracking... and account selected inventory asset and saved. pls refer attachment when book the purchase bills goes to account - inventory asset and saved refer attachment. but the purchase bills is not reflecting in purchase account. note - taxes all reflecting in the report. is there any tag to be done during the entries please advice
Integration
What kind of integration does exist between: Project and Expenses. Project x Books Expenses x Books Thanks. FSR
Showing base currency equivalent showing on an invoice
Hi, We have been using ZOHO for 12 months now and we are pretty happy with the system. I was wondering if there is way to show base currency equivalent on a currency invoice? To be more clear, where it says Total invoice USD 1000 (right next to it to have the base currecny equivalent, let's say EUR). I know that the system recalculates that immediately in base currency (we can see it in every report), so I hope it is just a formatting adjustment you have to make. I appologize if that feature is
Create one sales items from two purchases items?
I wish to sell one product to my customer, but that item is purchased in two separate parts in our stock. Can I combine two purchased items to create one sale item?
when zoho books have the possibility of having more than one date of payment or collection of bills?
for example, a customer pays half of an invoice dated 30 bill and the other half to 60 days. Also, purchases, pay the provider in the same way
integrate books with online store
I'm looking for a solution that easily integrates an online store with an online accounting solution. I'm currently using Quickbooks Online and have just opened a woocommerce store with a couple of products. I know there is a way to integrate QBO and woocommerce, but before I get much further into this, I'm wondering if ZOHO offers a cleaner, integrated solution. I could see it browing through the ZOHO site, so I thought I'd post this. Has anyone done this purely within ZOHO, i.e. create an online
CONTACTS - VENDOR / CUSTOMER - REGISTRATION
Hi we are able to add address and other details of customer / vendor in contacts.....however there is no provision to enter the vat no, service tax no, pan no of customer / vendor. Please help on this
choosing columns in all overviews
at the moment you only see default columns at for example the overiew of all sales orders, but you can't add more by yourself. In Zoho CRM it is possible but not in books. If you can create this, please don't forget to include custom fields as well.
multi-branch customer organisations
Hi we are raising the invoice to various branches with our customer. like hinduja is a cutomer having office at bangalore, mumbai, chennai, Hyderabad. when we create new invoice each have to type the complete address manually. is there any option to pick the client branch address.
There is any way to re-launch manually failed webhook
I discovered some issues with my webhook yesterday, i've fixed those issues and i was looking for a button to re-launch request to my service. Finally i've made a request from my computer like zoho does but it will be useful to relaunch a previous request (failed or not) to make test. Also you can save us time by documenting your internal error code, it's not really easy to find reasons for error messages like {code: 6, message: "Internal Error"}
Importing Paypal in Zoho Books
Hey guys, we need to import Paypal transactions in Zoho Books. Has anyone figured a way to: - Import multiple currency transactions reliably to Books? - Grab the "Gross" revenue from Paypal but also capture the "Paypal fees" as a separate categorie? Any help is appreciated, we're really struggling on this one. Thanks! J
Customer name required field in Import Sales?
I am trying to import the individual sale transactions from Stripe. I am using the Import Sales since there is no import when Stripe is added as a bank. (And why is that?) The import keeps failing because there is no valid customer name. I do not save any credit card information when I collect sales, so I do not have a customer name. I tried to create a dummy customer and use it for all the imports but that does not work either. OK I give. I must have the individual transactions from Stripe listed
Batch categorization and batch save categorized transactions?
Iknow that I can set up rules for Zoho to identify and provide prefilled categorization information to each transaction. What I am looking for is the next step: to process/save that information in batch. My business has hundreds of small transactions per week sometimes per day. I do not want to manually click "save" each time. I want to review the whole page full of transactions, populated with categorization information and then hit "save" and have them ALL saved. Quickbooks online does this. If
Sending bill
it is possible that the bill will automatically send the customer to create it?
Boxing items changes the price of these items
Hi, When I am creating a sales order for a customer who defaults to a certain price list, I choose some of our composite items to add to the sales order. The price from the selected price list comes up automatically. I then need to box these items by clicking on the little blue "box items" button. After I box the required number of items, the price changes by itself. The price reverts to the default price list. This means the price is now wrong, and I have to manually correct it. This happens for
customize existing fields
Hello , someone will be able to help me know how I can customize existing fields in Zoho Books .
ZB: Sales Order list view by filters
Currently the filters are not applicable to our daily process: We would like to view all open (partially paid, draft, open, overdue) Sales Orders and filtered also by dates and customer. We have several with each customer and reducing our workflow time culling thru EVERY sales order then sorting by customer would help us also reduce errors. Using the report "Sales by Customer" also does not work because it ONLY provides invoice count (useless to us). We work solely from Sales Orders. Thank you
customize the fields
Hello , someone will be able to help me know how I can customize the fields in Zoho Books .
Auto Charge Retainer Invoices
Why in the world does Zoho Books not allow you to automatically (or at the very least manually) charge a Retainer Invoice to a customers credit card on file? This is a REAL pain because everytime we generate a retainer invoice we have to manally go to our merchant and charge the credit card and then apply that payment to the Retainer Invoice in Zoho. What is the purpose of not allowing you to charge the retainer invoice like you do with a regular invoice like in Zoho Subscriptions? I don't need the
Bar code scanning integration with Zoho Books
Hi guys I have been using Zoho Books and the new inventory feature for my business for the least couple of months and we have been really happy with both product and service. So first of all, thank you Zoho for all the hard work. There are a few features missing though and i would like to know if there is a way to scan the bar code of all the items coming in and out with an app and directly populate zoho books? I have heard that it might be possible with zoho creator but it's not very clear. Any
All transactions download
I would like to download one fiscal year's worth of accounting data into a single spreadsheet... is there a way to do this? All columns like CUSTOMER ID/VENDOR ID, VENDOR NAME, / CUSTOMER NAME, DEBIT/CREDIT, $ AMOUNT ETC... should be included.... th
Sub-accounts in zoho books
I agree the issue of not being able to post to sub-accounts do hinder the application. Accounting is driven by the "General Ledger" The General Ledger is driven by sub-accounts. An example of this would be the General Ledger account of "Utilities." The amounts that drives the total for the General Ledger account of "Utilities" would be postings to the sub-accounts of; electricity expenses, water expenses, etc., and those totals would combine to create the total for the General Ledger account of
Sub Classification of Accounts
Hi, Is there any possibility to create Child Account (Sub Account) for Parent Account Classification? Example. If we have a Payroll Expenses as Parent and Sub Account as "Wages", "Taxes"," Payroll fees" and So on.
Any serious plans with sub accounts?
We really need this feature, it has been under review for years now and it remains unclear whether you are seriously planning to implement it. For us this is a deal breaker: we simply cannot move to Zoho Books unless we have this functionality. Any progress on this?
Zoho Books HIPAA compliance
I understand that Zoho has legal documentation of their HIPAA compliance (as seen in CRM thread from 6 years ago). For a medical services company looking at Zoho Books: where is this documentation located? specific to Zoho Books (only), is the customer data and their invoice details covered under that compliance? Any other users have insight on this much appreciated!
Busines Id on Costumer Fields or RFC called in Mexico
Hello I need as must that all my costumers have their RFC (Buisness ID) capture in the costumer information, to use in the elaboration of and Invoice or quote. Can you please explain how to default costumer Buisness ID in the costumer registration format please. BR
Billing customer with vendor invoice adding profit margin
I have an invoice from a vendor for $300,000. I wanted to add 10% margin say $30,000 and bill a customer $300,000 plus $30,000 = total $330,000. But I don't want the customer to see the margin % nor the original vendor invoice. how can this scenario be
Create books invoice from creator form
I am having trouble creating a zoho books invoice from a creator form. This is the code I have at the moment. Can anyone see what I am doing wrong? Note: i put MY ID to hide the actual number. response = zoho.books.createRecord("invoices", "MY ID", { "contact_name" : input.Name, "company_name" : input.Company, "date" : input.Date_field, "phone" : input.Phone, "contact_persons" : {{ "email" : input.Email, "is_primary_contact" : "true" }} }); Any help would be appreciated! Thank you!
Timesheet rename or add "Project"?
The "Timesheet" area is our #1 go-to for project details. If it read: Timesheet/Project would make ease of use for partners & financial team. Thanks!
REPORT TAGS
HI has any way I run reports by tags, on expense reports. within my company I created cost centers in tags for several departments and want to know the costs of various departments I created.
Various ways to show the balance sheet, trial balance for countries of CPLP
Hi, I think that if you have several ways of presenting the banlanço and balance sheet will be very good, because in other regions such as the countries of the CPLP how to present the balance sheet and balance sheet is different we start with the account: -IMOBILIZADOS; As is attached and can confer, I believe that will be a big upgrade to zohobooks. THANKS.
Canadian Edition: How to reclaim tax on written-off invoices?
Hi there, For the Canadian Edition of Zoho Books, how do I reclaim HST from written-off invoices? Basically, we wrote-off some invoices, but Zoho Books records the total amount of the invoice as Bad Debt (including the HST portion). We tried to make a manual journal entry (Credit to Bad Debt and Debit to HST Payable), but Zoho Books doesn't allow any manual journal entries for "HST Payable". The inability to post a manual journal entry to HST Payable creates a series of problem when making adjustments
Clearing old "Undeposited" funds after switching from Invoice to Books
I recently upgraded from Invoice to Books. With books, I can now link my bank account with my Zoho account. The problem I have is: I have years worth of old undeposited funds. My bank account can only sync up as far back as May. How do I tell Books I don't have all of this cash undeposited? Thanks! Alan
user access
Hi currently trailing Zoho Books need to restrict a users acces to ONLY enable them to create / modify / delete sales orders Is this possable ??? if not is there a work around using forms where thre is a two way read right from books. eg picking up next sales order number etc
email generated in Books to be viewable in CRM
We are currently considering to start using the CRM module in addition to the Books (+Creator and Subscriptions) module. One of the issues which will be of great importance to us, is if we will be able to see and handle all the emails to/from a customer in the same place. So, in CRM (or any of the other modules) I want to see ALL the email contact with the customer. INCLUDING the system generate emails in Zoho Book. Is this possible? Can something be done by som BCC mailing of the system emails
Next Page