Enhancement - P&L Statement and Balance Sheet
Hi there! Providing an option to compare financial statements from different quarters was one of the most requested features in the recent times . We're more than excited to have come up with a solution - a Comparison feature for P & L Statement and Balance Sheet. Profit and Loss Statement and Balance Sheet provide you with a clear picture of the 'hows' your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement compared
Request to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One
Zoho books api - sales order last ordered date
I would like to get the last ordered date for each contact in the book. How can I do this?
Pay Contractor Timesheets
I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
Itemising receipts from online sales
I operate a very small not-for-profit that sells a small number of things (mainly backing tracks) online. They are sold via PayPal and I use the PayPal activity report to feed my account software. I am looking for an alternative to Reckon One, and assessing
importing invoices from woocommerce to Zoho Books
Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service
Write off bad debt
Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?
Issue: Sales Order Not Closing After Converting to Invoice
I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status
Detail Profit & Loss, how to do in Zoho Books?
Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report is the deal breaker if not available. They both audit their books from the detailed
VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
Zoho Books -> CRM Custom field sync for contacts
I use a custom field for my three different brands. Since I wanted to start a newsletter I recogniced there is no option to import from Zoho books to Zoho campaign. Only through CRM. I can't sort my customers because the custom field is not synced to
South Africa VAT
Hi When will you add South African VAT and VAT Reporting to ZoHo Books? The UAE version looks very close, except obviously we would love to directly interact with the South African Revenue Service - but that can come later. Kind Regards Ben
Banking / Matching Bill in different currency
Scenario We've received a bill in CHF. The payment was made via our USD banking account. What we tried Matching the bank transaction to a bill - no matter which search criteria we use, no bill can be found. Trying to match the bank transaction to the
Inquiry About Layout Rules for Items Section in Zoho Books/Inventory
Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to
Amazon purchase Integration
Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?
Email Alert attachments unavailable for Vendor Payments
I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is
W-9 Upload Limitation (250 kb) is Too Small
Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While
Invoices using purchase account instead of sales account from Items
We're running into an issue where invoices created from bills are using the purchase account on the journal entry for the invoices as opposed to the sales account. In the screenshot examples you can see that the sales account is janitorial services but
Items usage in Expenses function
I'm trying to utilize the item that I have created in the expenses function, but unable to do so. But this is accessible in Bill function. Why is that so? Its common for small business to buy inventory/items by cash. I feel this should be implemented
POS Integration with Inventory
Hello! I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY. Or maybe a different, easier way of doing things. Currently I am using Square for POS. While I was able to integrate the transactions (cash
Europäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt
While importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."
Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.
Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.
Item sales account via api
Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
bank reconciliation screens no longer indicate what transactions you have matched to the bank statement
I'm trying to reconcile a november bank statement. I used too be able to mark the transacions as I matched them (manually) Now it just tells me the number of matched but no indicator of which ones. Can some one please help? thank you
Overwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
Cryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!
Does ZOHO Books Support foreign accounting?
Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc. My main concerns currently are: * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Zoho Books Bookkeeper
We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?
MULTIPLE SUPPLIERS
I am a wholesale/retail business that has thousands of inventory lines that we buy from multiple suppliers. I would like to do the following: Be able to quickly identify suppliers with their MPN's, costs and lead times in the product screen so that i
Anyone Using Gusto Payroll w/Zoho Books? What do you think?
Its very clear from doing research that Gusto is far superior to any other payroll provider. Thinking of switching over them them. Before doing so: Anyone using Gusto and Zoho books now? If so, what do you think? Do they work well together, not work well,
Zoho Books Price list associated to a cusomer
how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer
Where can I find the API names of Items in Zoho Books?
I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!
Modify the name of an item with Month variable
Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" that
Auto Payment
Hi. Is there a way to automatically take payment from the preferred payment gateway upon invoice's due date? I cant see a tick box for that, but wondering if there's some sort of Deluge wizardry that can be done?
Automatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to link
Recording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allows
Report inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the
Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.
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