Moving from Quickbooks - how do I handle historic VAT refunds?
I am forced to use some accounting software even though my accounts are relatively simple due to MTD and VAT. I started out with our UK industry standard Quickbooks but I don’t like it. Backstory aside, Zoho has some weirdnesses but I feel it scales better
Refund a customer leaving a negative balance
Hi, I have a business that works on horses. Often times my clients are not there and the barn owner or manager pays the bill. I had that happen recently but this time I need to refund the customer leaving a negative balance. I saw Cathy’s horse in October,
Spare parts for in-house use
Can I create a category for spare parts in Inventory Asset through Books or Inventory module. The spare parts are used internal repair and maintenance. If so how will be consumption recorded as there is no sale of item to external client. We have record
Loan and purchase
My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for
Can I transfer a balance from one customer to another?
Issue: We are a member organisation and one customer (Member 1) has paid two annual membership fees. One for them and one for Member 2. Currently Member 1 has an overpayment recorded in the Unearned Revenue account while the Member 2's invoice shows as
How do you turn a Customer contact into a Vendor contact?
In Books, is there as way to turn a Customer contact into a Vendor contact? I don't understand how to quickly turn a customer contact (one button click, or drop down menu) into a Vendor contact. When you import a contact record from CRM they automatically come into Books as a Customer, even if they are a Vendor in CRM. Doesn't it duplicate contacts to import a contact CRM as a Customer and then have to input the information all over again to make it a Vendor? Please help.
Splitting bank transaction into Personal and Business (i.e. Mobile Phone Bill)
Hi everyone, I'm new to Zoho books after migrating from Wave. I'd like to know how to manage a bank transaction that is part business part personal. In Wave it was as simple as splitting the transaction and deleting the personal part but I can't figure
Employee Loan & Deductions
One of my colleagues has taken a salary advance/loan from our company. The loan amount is ₹ 300,000, and he is repaying it through equal monthly salary deductions of ₹ 25,000. How can I record this transaction in Zoho Books, and how should I handle the
How do I reduce the size of the logo when using custom HTML for an invoice template
How do I reduce the size of the logo when using custom HTML for an invoice template. I see there is a %ScaledLogoImage% tag but I've been unable to reduce the image size using HTMT. <meta http-equiv="content-type" content="text/html; charset=UTF-8"> <meta
Zoho Books Domain Authentication. (SPF and DKIM) records
You might have encountered this when trying to add the SPF and DKIM records in your domains DNS settings. You can easily overcome this by checking if there's an existing SPF record in the DNS settings. To identify a SPF record, check if it contains v=spf1.
One invoice multiple payment
I am using import Bank Statement for Banking transactions. My customer paid me in two installments for the same invoice. When I try to match the transaction with the invoice, I am only able to do it for one bank transaction and software asks me to make a manual entry for the balance amount So my question is how to match 2 bank payments with a single invoice?
Reporting using custom fields created in Project Module of Zoho Books
Hi. In Zoho Books I am using the Projects Module to keep track of all our projects. All projects are Fixed Costs and we do not use timesheet tracking. I have created 2 Custom Fields: (1) Project Type which is a lookup from Items to assign specific type
Zoho Books Integration with Mpesa
Integration of Zoho Books with Mpesa is now possible for the Kenyan customers. Zoho has made it a hassle-free process. It will take you a maximum of 30 minutes to be up and running with the integration. Zoho has also provided a full procedure on how the
Transfer between organizations
Hello, I am evaluating Zoho as a move off of QuickBooks Online and so far I think its going to work very well. But, being that I'm not an accountant by any stretch, I have a bit of a conceptual problem about how to do something. Basically, I am working on getting all my accounts separated by their purpose. Life happens though and its just been rather ungainly at the moment. The biggest problem is that I have intermingled other business accounts with accounts that handle rental property transactions.
ZOHO Books Magento Intergration
I would like to see a Magento integration for Zoho books. Xero did this with Fooman and it works great http://www.magentocommerce.com/magento-connect/fooman-connect-xero.html
Accounting on the Go Series-20: Enhancing Business Communication: Custom Address Formats in Zoho Books iOS
Greetings, Zoho Books Users! This Thursday, we're excited to bring you a highly requested feature that adds a new layer of customization to your business interactions. Now, you can tailor your organization's address format, as well as those of your customers
Client Portal, Downloading Invoices with attachments in bulk
Hello Our Clients used the Client Portal and found it difficult to print the invoices in bulk or download the invoices with attachments in bulk, in PDF format. As they start to complain about the time wasted for getting invoice by invoice and downloading
Recurring invoices per month and client
Hello, For a business that is selling services with annual or monthly subscription, i need to get ONE table that contains : 1) ROWS = COMPANY NAME 2) COLUMNS = MONTH Date range : LAST YEAR (Actual data) , but also UPCOMING 12 MONTHS, based on recurring
Problem with contacts with same name in CRM syncronization
Hello, I want to shed some light with a problem we have encountered in the syncronization between Zoho Books and Zoho CRM. When you have two customer with the exact same name (first name and last name) and you have the sync configuration in overwrite
Zoho books whatsaap integration
Please provide whatsaap integration with zoho books as in todays world to send invoice purchase order and other information whatsaap is very much helpful now a days as it can ease the business work.
VAT double line on standard invoice template
Hello, I am currently blocked to send invoice as when I issue an invoice from books, I have 2 lines for sales taxes rates. I have no idea why this is happening as I should only have 1 and I don't know where to setup and update it. I want to specify that
How to reverse unearned revenue on reports?
When i was first learning zoho i recorded some payments as unearned by accident. Now it's tax season and those unearned payments make my numbers look off. How did i adjust or fix them? Thanks.
How can I combine several estimates into one estimate
I am a building contractor. I want to create estimate templates that can be cloned as needed to create rapid estimates/proposals for new projects. I think I have to create one HUGE estimate template that includes ALL the items required for COMPLETE projects.
Opening balances for Inventory?
Our company has been using Zoho CRM for about 2+ years now, however only recently did we convince our accounting department to switch to Zoho Books. Fast forward and they launched the integration on July 1. We've previously entered items and what rate
When can we process Journals to Supplier & Customer Accounts??
This is an important feature, is anyone in Zoho working on getting this sorted out??
What is the best way to post a large number of deposits?
I recently switched from Quickbooks to Zoho Books and like it so far, but I am struggling with matching my deposits with invoices. On certain days, I can have anywhere from 50-150 invoices that I need to match up with my daily deposits and it seems like
Invoice Currency
Hi, I would like to create an invoice in a currency different to the base currency. Is this possible? Or is there are workaround? Thank you R
PROFORMA INVOICE FOR ZOHO BOOKS UAE EDITION
Hi, Please add a Proforma invoice module for ZOHO BOOKS UAE EDITION. I have been requesting the Zoho support team since long ago but didn't receive any reply. Proforma invoice Is a mandatory & important feature that is missing in the Zoho UAE edition.
Email Notification for an Estimate Accepted via Public Link??
Hello All, I could've sworn I read in the documentation for Zoho Books that when an estimate is accepted via the public link, an email notification is supposed to go out, However, my team is not receiving any email notifications and I can't find a spot
Favicon state change (dot) when timer is running or paused
For Zoho Books, it would be immensely helpful as a user reminder if there was a dot added to the favicon to reflect the timer state. See the attached image for an example of the various states. This would provide users of the timer module a visual reminder,
Directing users to the Zoho login screen to use Zoho Books REST APIs
Hello, We have a Zoho books membership, and we aim to use Zoho Books' Customers, Items and Invoices REST APIs in our ASP.NET MVC application. For example, when a new user is added to our system, in order to ensure that user appears as Customer in Zoho
Purchase Requisition
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> Bill Can you please reach out to katesiri@eecl.co.th for PR demo. I need to integrate the PR add-on to our ZB account.
Accounting on the Go Series-19: Flexible Invoicing- Tailoring Transactions with changeable Templates in Zoho Books
Hello Zoho Books users! We are back with another 'Accounting On-the-Go' series and this time, we will talk about a feature that adds a touch of personalisation to your invoicing journey. Zoho Books mobile app enables you to select different templates
Migration From SAP B1 To Zoho Books
Hello, Wondered if anyone can help. We have configured Zoho One and now are ready to migrate all of our historical transactions from SAP B1 to Zoho Books. All Cusomters, Vendors, Items and pricing has already been done. So we need to migrate everything
How to record electricity expenses, office expenses and miscellaneous expenses in the software.?
ow to record electricity expenses, office expenses and miscellaneous expenses in the software.?
Including addresses in contacts API
When I invoke the Zoho Books API to retrieve a specific contact (https://books.zoho.com/api/v3/contacts/2888473000000074161) the response is a single contact with all details including billing_address, shipping_address, etc. When I retrieve all contacts
Shipping address on sales orders / invoicesf
How do we add shipping addresses to sales orders, without having them auto attach to the contact. For example we dropship for a certain customer, about 1000 different orders per quarter. All these addresses are getting saved, and its driving sales people
Zoho Finance Limitations 2.0: How to HIDE item COST to set of users / role
Is it possible to hide item COSTS to a set of uers? I do not want users viewing cost of items. I currently use zCRM and this is possible. I don't see where it's possible with the "more advanced" zoho books! I've been doing lots of testing on a migration
Statement templates selection for customers
Hi, This may be already available, but I cannot find how to do it! It is already possible to select different invoice templates for customers. Is it possible to do the same with statements? My business is property management, and many customers pay their
Cannot select foreing currency when adding a new customer
I have a new client and need to invoice them and record their payments in a foreign currency. On the FAQs and forums, it's written that I just need to select the appropriate currency when adding them as a new customer. However, the software does not allow
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