How can I get opening balance of a particular contact?
I am trying to fetch the opening balance query but in that I didn't get opening balance of contacts, instead it returns the total of opening balance of all contacts as Account Receivables?
Bank feeds - still a problem
I'm really frustrated that the bank feeds only "sometimes" work. I raised this problem once before and was advised that Zoho used Yodlee and feeds were only updated once a day. That's fine but it only "sometimes" seems to work. Eventually transactions appear but they sometimes seem to take days. I know of other programs (Xero) that another business I am involved with uses Yodlee and they do not have this issue. My bank feeds are active, I tried to manually refresh however Zoho tells me that
Setup Zoho products
We want to setup Zoho accounting software's or products into our business for productivity.
Payments made to Vendors
Can we have an update on this request please, is it in the pipeline ? Seems a simple enough request & easy to implement (?) ........
Reporting transactions categorised as "Owner's Drawings"
Hi Is there a way I can run a report listing transactions filed under "Owner's Drawings"? Better still if I can list transactions by categories I've used within Owner's Drawings. Thanks.
I am very dissatisfied with the results of Zoho Books and Zoho Inventory
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
add owner capital or paid in capital to add credit card transaction
When I receive cash back on my creidt card I post it to owner paid in capital since it is not considered income and cannot be offset to any expenses. It would be nice if Zoho Books would add owner capital or owner paid in capital to the list of accounts
Zoho Projects - Zoho Books Integration Error: Data entered in your CSV/TSV file is not supported by us.
While reviewing the error details between Zoho Books and Zoho Projects I noted three tasks that have errors. None of these tasks have any files associated with them nor where files uploaded to them. What is this error and how do I resolve it? No time
How to convert package items to invoice in books
Hi All, In my sales order there are 45 line items. Out of 45 line items i have received 5 items in my stock. That 5 items, i want to ship to my customer. I will create package of 5 items then i need to create invoice for 5 items. To create invoice i need
Importing MT940 file
Hi, We would like to request the ability to import MT940 files into Zoho Books (http://www.mt940.nl/) . Please add this to the new feature request list. Aniel
How to delete my account and remove / unsubscribe my company from zohobooks ?
How to delete my account and remove / unsubscribe my company from zohobooks ?
You Cannot make online payments for this invoice
Why am I receiving this error message when customers attempt to pay their invoices online? I have selected the option to accept payments online for the invoice and have set up my payment gateway (Stripe). Does a client have to use to the portal in order
Add the ability to part deliver an order that has backordered items
If a sales order is received from a customer with two different items (Item A and Item B) and both need to be put on back order, Zoho Books does not allow you to part ship the sales order until all items are received. This is inconsistent with a standard
How to generate unique create Customer id and Vendor Id separately?
Hello Forum, I need to create Customer id and Vendor Id seperate. But under settings>preferences. customers& vendors are placed under one single click. so if i add a custom field. the auto generate number does not generate separate series for customers
How do i post a payment against a long term liability account?
Hi guys can anyone help with this, I have created a long term liability account (Business loan more than 1 year) and I can't find a way to record the payment on that loan made from my cheque account.
Customer Portal - Custom Tab Add - URL not recognized
Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new sales
Is there a way to add columns to the Row Total Formula in Zoho Books/Invoice?
By The Grace of G-D. Hi, How are you? As you might know, in Zoho CRM, A user can edit the Formula of the Row Total so one can add a field to the Subform and add it to the calculation so it will affect the final price. Can you do such a thing in Zoho Books?
How to customize the Zoho Books Payment Link email template?
Hi, how to customize the Zoho Books Payment Link email template? The purple one : Can't find it anywhere!! thanks
Where is reconciliation History?
I looked for help on how to unreconcile a Bank Statement. This is what I think is the latest. The steps to undo a reconciliation are as follows:- Open the bank account in Zoho Books under the Banking tab. Click the Gear icon next to Import Statement button.
Importing Opening Balance Credit Notes
I am importing balances from my old accounting systems into Zoho books. I have successfully imported all receivable and payable opening balances. But for contacts with debit and credit notes, I am unable to import them in the opening balance set-up Would
Include "IS NOT" as an available criteria selection for the Status field in custom Sales Order views
Currently, Zoho Books Sales Orders does not have a view to display only open orders (i.e. orders that are NOT closed). Unlike other module views, it is not possible to set the view criteria where STATUS IS NOT = CLOSED as the only compare option is IS.
Payment Reconciliation
Hi I need some help please. I am looking for a platform which can do the following tasks 1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accounting
Need option to attach documents while sending Invoices to customers
Hi Team, Please give option to attach Delivery Note and Packing Slip while sending Invoices to customers in zoho books.
How to apply different TDS per line item for vendor bills?
As per this screenshot, anybody know how to do this? https://www.zoho.com/es-mx/books/help/vat-mx/tds.html#transactions
Track Inventory without tracking Sales
We sell services, and use some items. When we create estimates and invoices, we list the service, not the individual items we will use. I need to track inventory for the items. I realized when the Sales Information section is checked, it shows the Track
Regarding Pricing Comparison
Can i get pricing comparison list for Finance module in PDF
I'm trying to file my VAT return through Zoho Books but every time I click the tab it needs constant authorising?
Hi there, I am trying to file my VAT return through Zoho Books to HMRC but every time I go to do this or just to check that the return is being updated I have go through authorisation process. Sometimes I have to do it twice for it to authorise properly.
Inter linking zoho books
Hi, Just a thought, can we interlink zoho book accounts, For eg: 1> I have been using multiple Zoho book accounts for my different companies. Now if Company A raises an invoice for Company B, then Company B, should be able to see the invoice in Zoho
Adding columns to the estimates
Hi, In our estimates apart from the "Qty" and "Rate" columns sometimes we need the duration column also for example 3 months / 4 months etc. How do we customize the estimate and invoices in order to add the duration column and multiply the three columns for the amount.. Thanks, Rajesh K Kishanpuriya Ideazfirst Marketing Services (P) Ltd Kolkata, India
Composite Items - for Services
I know there is a feature of Composite Item that's close but does not meet our needs. We need the ability to have a group of services displayed in Estimates and Invoices with a total. That means, not including a price for each item. The group of services
Billing Activities Templates for Timesheets (Projects/People/Books)
I have to use published LEDES billing codes for "billable activities" for legal services for my privately retained matters. I also have to use a different list of state approved billing activities for court appointed cases. I need these activities present
how to add negative opening balance (advance) of a customer
please tell me how to add negative opening balance (advance) of a customer?
Auto-allocate payment to several invoices?
1) A customer have several unpaid invoices 2) The customer make one big payment, enough to cover several, but not all, of the invoices Is there a way that we can set up so this payment is AUTOMATICALLY allocated to the invoices. Like allocate it to oldes unpaid invoices. I know this can be done manually, but it would be extremely helpfull if the allocation could be done autmatically. Any help or suggestion of alternative ways ware wellcome :-)
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Credit card late fee credited
We received a credit on our company credit card for a late fee that was incorrectly charged to us last month. I recorded the late fee last month but now I need to record the credit. How do I do that?
Return failed HTTP status from incoming webhook
We want to be able to intentionally fail an Incoming Webhook request if something goes wrong in our code. This is important because then the system making the request can then retry it later. How can I return an HTTP 400 or 500 from our Incoming Webhook
Discount issue
Hi there, We are facing a problem with discount, as we locked the selling price for our salesman (they can not change any sales amount) they are allowed to use discount only. Anyway, in the preferences we already set the discount as Inclusive, but when
Hoe kun je Nederlandse loonstroken boek in Zoho Books?
Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.
Convert Estimate To Invoice - Consider Billable Items
Consider this scenario: An Estimate is created and sent to the customer. Estimate is accepted. If it includes items that mus be procured / ordered, then those items are ordered. Those items are entered on a Bill where they are assigned as billable items
Download bank statement in PDF/Excel format
Hi Team, Please check and confirm if we can download bank statements in PDF/Excel format from banking module in zoho books.
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