How To Send Professional Invoices With Zoho Books?
Administrative tasks can be pretty challenging to manage. However, you won't get paid if you don't submit your bills on time! Excel or Word are still frequently used by new businesses and smaller organisations to create client invoices. However, this
GST Payments via Customs Broker
Hello, A little stuck trying to figure out how to go about splitting a invoice we receive from our customs broker. The invoice will have freight charges, local port charges etc etc and will have a seperate line for GST disbursement. For example, if the
Accounting on the Go Series-7: Streamline Inventory Control with Bar code Scanning in Zoho Books mobile apps
Dear users, We’re back with another 'Accounting On-the-Go' series, and this time we will explore how Zoho Books simplifies your inventory management using the Barcode scanning feature. Efficiently managing your inventory is a crucial aspect of running
Currency revaluation
Hi! I've got a problem with offsetting cash balances denominated in foreign currency. I have cash in bank in foreign currency. I've spent it all and have zero balance. BUT! Zoho shows some amount in my BCY. In FCY the amount is nil, but in BCY it still appears on the balance sheet and in the account itself. A kind of magic. Can someone help?
Issue with connecting multiple users to the same login
I am having trouble connecting multiple users to the same login. I sent an invitation to the users, but they were prompted to create new Zoho accounts instead of being able to connect to the same login. I have tried connecting through different web browsers,
Write off unpaid portion of customer opening balance
We have a client who had an opening balance when we migrated to Zoho Books almost two years ago, but has never been invoiced in Zoho Books. A partial payment was made last year toward that opening balance, and now we would like to write off the remainder
Workflow rules for purchase orders
How do we filter for "Received" ??
Assets Tracking
Hello Zoho, Can we also have a new feature brought in Zohobooks for Assets Tracking ? This will be useful for tracking Property, plant, and equipment (PP&E) that are a company's physical or tangible long-term assets. Thanks
Returned invoice payment/bounced check
What is the recommended procedure for handling returned invoice payment/bounced check? I have already unmatched the original payment from my bank feed and delated the record of the original payment so the invoice is payable again. I have marked the bank fee for the returned check as a billable expense and invoiced my client for it. In my bank feed I now have the debit and credit for the original check that zero each other out. I know I could just delate the transactions to hid them since they don't
How do I transfer Unearned Revenue to a different account?
I am using zoho to track my real estate rental business. I received a payment, and Zoho classified it as "unearned revenue". I want to transfer that to "Security Deposits", which is a current liability. I made a journal entry to clear out the "unearned
Landed Cost Allocation Per Item
Hello, when allocating landed cost, the system spreads it over qty or value, problem is, we import goods, so we had only a few items where duty was applicable, but the system allocated it to all 30 plus items. I had to manually set each to 0 and update
Are there other Zoho Books users who are blind?
Hello, So far, Zoho is the most accessible software as I am using the screen reader NVDA. Are there other blind users here? Zoho has many unlabeled buttons and links that is causing huge delays in getting things done. I'd love to hear from others who
Is there a possible way to have a "paid" button for re-occuring invoices?
Greetings. I was wondering if its possible to add a "paid" button re-occuring invoices to quickly record them as "PAID" or having a check mark box to mark the paid ones and BULK update them as "PAID" because the current method of having to click on each
Record Capital
Hi, Just starting to use Zoho Books and learning acocunting myself. How to record new business seed capital in Zoho Books? For e.g. I would like to record a sum of 10,000 as a capital amount into the business. Where should I record them?
Delivery Notes
How to Customize the Delivery Note Template to not to show value, as of now it's same as Invoice and only available once an order is converted to invoice. whereas it should be Packing Slip then Delivery Note & Invoice. Most of the cases we don't want
FONT RTL
We are using Zoho books subscription Since we are operating from Saudi Arabia, We need Arabic Font support (We use: FONT RTL ) But once we use this Font all our page Alignment Breaks and looks unprofessional documents. For Eg: I use FONT RTL font for
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Advanced search on a multi-select field, possible ?
Hi, We have a multi-select field as custom field for our customer. I'm trying to look for customer having a specific entry in the that field. But in the advanced search panel, I can't find this multi select field (under the "Show More" section) How can I search for customer using that field ? (yes, the field is active) Regards, Olivier
Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Adding Recurring Invoice via API - How to enter Credit Card details for Auto-Charge
I am considering to add recurring invoices via forms in ZCreator, and would then use the Books API v3. That should be rather standard, but can we also need to add Credit Card info for the new recurring invoice. Can this be done via the API ? Thank you for suggestions.
QuickBooks integration?
Hello everyone, We have this customer who wants to keep using QuickBooks to do the actual billing and accounting. But we want to use Finance (or books) to do the quotes, we plan to use Zoho inventory to do inventory. I was wondering what type of integration
The cap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software.
Hello Zoho, There is a cap on monthly invoices which become an issue for growing businesses. The caap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software. Please address this problem
We must admit - Yodlee is an unreliable partner!
Hello Zoho, Our Yes Bank account intergration is messed up since the beginning and the problem has not been addressed yet. With bad synchronization, poor categorization of transactions, duplicate/unknown copies of accounts, no support, geared at income/expenses,
Profit report by customer and by product.
Profit report by customer and by product. Hello, I want to know for which customer I am earning more and which product to buy I also want to know from which project I earn the most. the data I need are: Date: Customer name: Product name: Invoice number:
Unable to deregister VAT
Hi All, My business turnover is below GBP 80,000 and HMRC approved my cancellation for the VAT. However, I am not able to cancel the VAT mapping in the Zoho book. As I should not display it in my company's official document if my company does not have
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Auto generate Bill #
I have a few vendors that don't send me bill (or at least don't send me a bill for a long time). I end up creating bills from received PO items. When I convert to bill I have to enter a Bill #. It would be nice if zoho would either create a unique Bill # for me, or even better a unique Bill # tied to each vendor. Thanks, -Tom
How do I match changed items?
I have issued invoices where the item was xyz and is pointed to sales-general, for example. I have changed the item to point to sales-something else. When I run a profit and loss report the item still is in sales-general. What I want to do is refresh
New Invoice: Getting Please configure tax for the selected contact
I 'm trying to create a new invoice for a client that I have previously invoiced many times before without an issue, but now getting the following message when attempting to save a Draft invoice for review: Please configure tax for the selected contact
Let's have WooCommerce integration of Zohobooks
Let's have WooCommerce integration of Zohobooks
Can we notify if Invoices are unpaid and Bills are not paid nearing 180 Days?
Can we notify if Invoices are unpaid and Bills are not paid nearing 180 Days? Because GST ITC Credits will not be eligible if the invoices are not paid within 180 Days
Linux Zohobooks App
Can we also have a Linux App for Zohobooks ?
Can we have Cost Tracking feature ?
Can we have Cost Tracking feature ?
Lets have FreshBooks integration with Zohobooks
Lets have FreshBooks integration with Zohobooks
Let's bring Product Catalog module / feature in Zohobooks
Let's bring Product Catalog module / feature in Zohobooks
Let's bring Formula/Recipe Management module / feature in Zohobooks
Let's bring Formula/Recipe Management module / feature in Zohobooks
Let's bring Shop Floor Control module / feature in Zohobooks
Let's bring Shop Floor Control module / feature in Zohobooks
Let's bring Product Lifecycle Management (PLM) module / feature in Zohobooks
Let's bring Product Lifecycle Management (PLM) module / feature in Zohobooks
Let's have Sage Intacct integration of Zohobooks
Let's have Sage Intacct integration of Zohobooks
Lets have Quickbooks Online/Advance integration with Zohobooks
Lets have Quickbooks Online/Advance integration with Zohobooks
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