UAE TRN - I have a TRN But not registered for VAT Can't display my TRN on Invoice
I am registered for Corporate Tax. But I am below the 375'000 threshold so not registered for VAT. I cant display my TRN unless I turn on "is your business registered for VAT" Can anybody advise please
Reverse Charge EC Purchase of purchase invoices Germany SKR04
We are currently considering switching our financial accounting to Zoho Books. We still have a problem with the purchase invoices for services and goods from other EU countries. We have set up the supplier with “EU - VAT registered”. In the invoice, we
Zoho Books / Zoho Inventory ??? WHY ????
I noticed in the Zoho Books What's New page: ------ 18 January 2021 New Line Item Fields You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.
How can a customer modify their invoice amount to include a 3% processing fee?
I understand that Zoho is not prioritizing automatically a fixed credit card processing fee, but is there functionality that I can use now to allow my customer to calculate this fee for themselves and "overpay" my invoice to account for the credit card
How to delete a bank transaction
I keep looking and looking and cannot figure out how to delete an erroneous bank transaction, which is throwing off my balance...how do you do this? I don't see a delete button anywhere and there's no obvious way to select it (like a box next to it).
Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integration
Migration Wizard not available - trouble importing opening balances from Wave
Hi there, I have signed up for Zoho book from Wave and initially imported some data (customers, chart of accounts) using the Migration Wizard. Now I am at the beginning of the new financial year and wanting to import more data such as opening balances.
GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments
Not able to add custom fields data in zoho books contacts with deluge script
Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));
How to refund for multiple Credit Notes to a Customer.
I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.
Reporting Tags as a column on custom reports
Hi support team, Is there any option to view the reporting tags added to the transactions as a column in the cutom reports? At the moment, we are able to see only the default columns when we try to create a custom report, but will be great to have information
Books needs progress invoice template
All of the data fields seem to be available in Zoho Books but there is no progress invoice template that would show original project amount, actual amount billed, percentage of project billed, percentage actual expenses have gone over estimated amount,
Advanced Search, how to export the result of the search?
I like the functionalities of the Advanced Search. However, how can I export the result of the search to xls or csv? I tried; searched up invoices in a spesific date range, then I clicked on the icon in the to right corner, and selected "export invoices".
export only search results to spreadsheet
Really would be SUPER NICE if, after search, users would be able to export _ONLY the search results_!
Zoho books integration with google sheet
I want to integrate the zoho books with google sheet,when I create a new invoice record in zoho books the record should automatically add in the google sheet please give me solution of this. Thanks.
Sales by state
Hi, I need to pull a report showing our sales per US states. I have looked everywhere that I can think of in the system, but can't seem to find a way to do this. I've also searched on here for an answer, but have only come across a question about this
Creating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projects
Stock List
We would like to get a better understanding how other firms keep the Inventory/stock list ready for their clients (obtained through vendors) Do you make use of Vendor portal for Vendors to update the stocks or items they have and what is required from
Purchase Order Report
Hi, I started using the Purchase Orders on Zoho Books. However I can not seem to find a way to create a report to show all Purchase Order details. Basically, I want a report to show open POs that I can send to the vendor. Ideas? Thanks, Allison
Expense Refund: need to tie to Customer Project
When we record an expense we are able to tie it to a customer project. However, if there is a refund of that expense those customer and project fields are not appearing. How do we make sure this credit is going back to the project? We could do a journal entry but those fields are also not available. Please advise. Thanks!
Manual Journal Issues
All my manual journal entries in Zoho books are not reflected in my general ledger. I have checked to be sure the entries are correct. Please someone should help me fix this problem
Multi-entity consolidation
Hello, can someone from Zoho explain to me how can I use consolidation report in Zoho Books? For example, I have 2 organizations, and I want to have a function which allows me to view financial report from both of them in one place. Does Zoho Books offer
Zoho Books Setup with Opening Balances
Hello Zoho Books Community, We started using Zoho Books on 1 July 2023. Unfortunately, the initial setup was not done properly as no opening balances were recorded, and some transactions were migrated over from Zoho Invoices. We now have the trial balance
Negative Expense
Hi I would like to propose that Expenses can be entered negatively into Zoho Books and Invoice please. Because we are using Invoice like a customer statement and would like to show expenses negatively. PLEASE can you allow for this option or at least
Can I print a report of expenses that includes the photo of the receipt?
I run my business through Zoho Books and am considering running my super fund with Books as well. If I did, I would have to give a list of all expenses and the associated receipt image to the accountant at the end of the year to be audited. I'm happily using the attach image to expense functionality in my business, but cant see anyway of printing the receipt images out in a report (a pdf). Is this just not possible? Many thanks for the advice Dave Whettingsteel
Why I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, Sunny
Recurring Invoices date
The due date for our customers' invoices are 1st of every month, and I usually sent the invoices out 3 days in advance. The problem is, for example, an invoice is issued and due on June 1st, so, I set the recurring invoice date as 27th of every month, but this invoice is recorded (the revenue) in May 27 instead of June. In quickbooks, I can use "days in advance" to set the recurring invoices, and the revenue of the invoices will be recorded in the due date (same as my invoice date in my case),
Zoho Currnecy conversion rates
Hello, I activated recently the plan that allow me to use multiple currency and I'm missing something. My main currency is CAD but I sometimes get invoiced in USD. The credit card convert it to CAD when they charge it and usually keep add a fee directly
Sales Order Payment
Hello, is there a way to receive payments to the sales order without having to generate an invoice. I appreciate your help.
Calendar View of Open Sales Orders (from Books)
There must be some way to setup up a calendar (of any kind) to show calendar entries based on Sales Order Dates. Please don't just give the standard line of "I'm sorry Zoho does not do this maybe in the unspecified future it will". Custom Creator apps can link to Zoho Calendar to display entries but there must be a better way. The coding is too intimidating. It appears that: 1. If I Export Sales Orders into a spreadsheet, then 2. Import into Google Sheets (where it can be manipulated as necessary)
Modified Cash Accounting Method
Hey there, I’m starting out an e-commerce (Amazon) business. Right now, I’m doing my accounting using the cash method because of simplicity. Some experts though say that it might lead to mistakes and suggest a “modified cash method” instead (without having
Ability to create sub-accounts in Banking section
Hi, I would love to have a feature of having sub-accounts in banking section; this would allow us to segregate bank accounts based on location or currency.
Help required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assist
Zoho Books Advanced Auto Scan - Any good?
Anyone use the Advanced Auto Scan feature? Is it any good? I see that it's £6.5/month for 50 scans. I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is? Thanks in advance for your opinion.
How do I repay a customers excess payment
I had four customer advance payments from my bank feed which were categorised as customer payments in Zoho books. I then needed to return these payments and did so in to total which shows as a single line in my bank feed. When trying to categorise this
Payment Vouchers
Hi, We need to be able to issue Payment Vouchers (Receipts) to our customers. It would be nice to have that option in Zoho Books. Thanks
INVOICE PAST DATE
there are invoices made manually in the past, I need to create these invoices on Zoho with a past date to adjust my reports, But i can’t save invoice because of past date i put, can i have a solution?
Multiple packing lists / Delivery notes to one invoice (ZOHO Books / Invoice)
I understand that ZOHO Books/Invoice can generate packing lists and delivery notes from one invoice. However, we sometimes invoice the customers first and then deliver the products in multiple shipments. Is it possible to generate multiple packing lists
Zoho Book - Day book - Godown stock
How to show day book ? How to create retail godown stock ?
Icici integration
We are facing issues due to the disablement of ICICI bank integration. Our ICICI bank account was primarily opened for Zoho integration, but now we're struggling with manual payments through file uploads. Can you provide an update on when the ICICI bank
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