How to record Sales Paid by Credit Card
We just start up a restaurant business. Most of our transactions are paid by cash and credit card. We recorded cash sales by using sales without invoices. Is it the same for sales paid by credit cards?
Chase CC integration
Is there any way to test Chase CC importing? I'd like to make sure that all individual CC transactions can be separated to the individual CC.
Zoho timesheet do we need a project ?
Hello everyone, We want to start looking into using Zoho Books timesheet module to keep time for our employee work. But looking at it, do we need to have projects/tasks to keep time. For example we have our support agents who don't do projects or tasks
Transaction Rules: Default OR instead of AND
Just why oh why is the default OR instead of AND? Just ... why? It's a crazy, bonkers decision. Also, it'd be great to have a 'Does not contain' option... There's a great program in Zoho Books dying to get out, but it's hampered by its awful, awful UI.
Unearned Revenue
Dear Zoho Team, I have this scenario where in we have clients who have paid in excess of the invoice issued in Zoho. And there is no other invoice of the same client to match this overpayment. Can you please advise what is the work around so that the
Bank Reconciliation
I am facing below problems in the bank reconciliation. 1. Bank statement details are not showing in the "Journal" transaction type even though the transaction is matched and reconciled 2.Bank reconciliation report is only available for the period of 93
Paypal Multi Currency Transfers
In PayPal, a transaction in a foreign currency results in 3 transactions - Transfer from my Base Currency PayPal Account to Foreign Currency PayPal Account - Transfer to my Foreign Currency Paypal from the Base Currency PayPal Account - The actual transaction
VAT Number
How do I show the VAT Number on the Estimate and on the invoice
Account Type
How do I create new account type in chart of accounts predefined account types are useless I have seen many blogs from 5 years nothing changed. When Will be the updates will happen.
How to put a section on next page if its going to break
I am facing an issue with custom templates that some content breaks into multiple parts. Is there anyway of telling Zoho template that this is a separate section, if all the content of this section won't fit on this page then move all of it to next page
opening balance in bank account is different that what I entered
I just migrated on May 1st and my bank account can't connect to Books, so I'm posting everything manually. When I look at my bank account opening balance under Settings -> Opening Balances, it has the correct amount - the amount I entered. When I look
I do not see "Add bank or credit card"
I have already connected my bank. But I now want to add more account from the same bank. I do not see "Add bank or credit card". See attached screenshot. From a youtube video. I am using the free version.
Problem Adding New ACH Bank Information by Customer
Brand new Zoho Books user here, we have just migrated from Wave Accounting. Our clients cannot add their bank information using the secure portal capture. We have tested this ourselves and get the same error. We used this Zoho Books help article to complete
Entries Made Prior the Opening date is not reflected in the Financial Statments
HI, I made an opening balance on 28/2/2023 that shows the Ending year 2022 in addition to the A/R balances for Jan and Feb 2023 as it was created on Tally accounting System with a QR code that is directly linked to the Ministry of Finance Portal, if I
Recording Salaries and wages in zoho books with bank fees
Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank
Sales Report with all information
I just checked and there are some posts from 4 years back and this report is not available still, I really think this report is very important, the sales report that has all this info: Date . Invoice Number . Customer Name . Amount . Tax % . Tax amount
Profit & Loss report: Projects
Now that we are able to identify in Vendor Bills a client & active projects, how are we to run a P&L with this data? Currently we are using tagging but going forward we want to run the P&L filtering by Client & Project for the project profit and loss
Stripe charges on zoho books report
good day everyone. we have been using stripe before getting into zoho books. we imported our bank statement for bank reconciliation. Now my question is, how will be the treatment for the stripe fees?
How to account for VAT from Stripe payments received
Hi, Has anyone found a way to simply record the VAT element of 'sales without invoices' payments that are received via Stripe? I have only just realised that when the payments transfer from Stripe Clearing to Bank Account the VAT element is not recorded.
Costume Fields in Invoice
If there a way I have aligned the custom field to the left instead of having two columns, so i cam make them wider? thanks
What is the proper way to reconcile an account with no change in beginning/ending balance?
Hello, I have a little used paypal account. For November, there were no transactions, and the beginning and ending balances are the same. When I attempt to reconcile, I get an error message saying "There are no transactions to reconcile. To add a transaction,
Refund Customer
I first recorded revenue as unearned revenue from payment received option because performance obligation not complete under IFRS 15 now I refund the amount to customer what step i do in zoho books
Allow use of the 'Tax Payable' account in Manual Journal Entries?
Preventing us from using the 'Tax Payable' account is a real problem. Please open up the Chart of Accounts more!
Possible to add multiple "quantities" to an item on an invoice?
I'm wondering if it's possible to put multiple quantity fields on one line item? I hire tech equipment, and I hire it by the day. I'm hiring out 4 speakers for 3 days. Ideally I would like to be able to put in the price for a speaker, and then put "4
information needed for adding my bank
· When adding the bank, Zoho asked for: o ‘Account code’ Your training module only gives the following simplistic, non-informative, unhelpful piece of info, but doesn’t tell one where to find or create it: o Account Code o A unique code used for identification
Itemise Expenses: Please show the remaining amount
When splitting an Expense, it seems common sense to show the amount remaining after having entered the first item. Right now, what's shown at the bottom of the itemise section is ... the amount you've just entered. Why? I know what I just entered. I just
Uninvoiced Payment
Hello! I am having trouble wrapping my head around how to properly handle a payment I receive and thought I might ask other Zoho Books users. I do work for another organisation, like a contractor. I'll call that organisation "Company XYZ". I submit my
Bulk Update (via Bank Transactions) and 'Searching'
It's awkward enough, one can only reveal the transaction selection boxes when 'Categorized Transactions' is selected. However, if I then use Zoho's 'Search' box, the selection boxes disappear. Ultimately, one can only bulk update by scrolling through
Opening Balance in non-Base currency
For Foreign Currency accounts, why must I convert to the Base Currency by hand when I enter the Opening Balance? There's no option for automatic conversion. When I then go to reconcile that account, I find ZB has converted the opening balance back to
How Zoho is Supporting QuickBooks Customers in India
Intuit's QuickBooks has been serving many customers for quite a while. However, it announced its discontinuation from the market on January 31, 2023. The company declared that its products and services would not be available in the country. The company
Import Customs Duty and Shipping Charges should be part of CoGS, not Expenses in PnL
Dear Zoho Team, As per the accounting principles, the import customs duty and shipping charges for goods must be treated as Cost of Goods Sold (CoGS) only. But in Zoho books, when we are creating Bill of Entry, the customs duty + Additional charges is
Zoho Books Invoicing Issues
Recently we have noticed customers being charged for multiple months invoices rather than just the current month. For example we had an invoice raised in March to be charged in April which is correct, and then an invoice raised in April to be charged
How to account for a business expense paid for with a personal checking account?
A bill was created in Zoho Books for an invoice we received for marketing materials (appx. $1000). Then, the invoice was paid by accident using a personal checking account instead of the business checking account. The personal checking account is not
ZOHO BOOKS DUTCH
Hi there, To all Dutch BOOKS users... Do you have also problems that your bank (ING for example) doesn't support the BOOK feeds and doesnt support the CAMT 053 bank statements? (so I have to download as text...alter the text and ad - (minus) at the
Possible to add a custom currency?
I need to add a variety of currencies to Books that aren't listed when trying to add a new currency in the Currency settings. How can I add additional custom currencies? I'm okay with the need to enter exchange rates myself whenever needed. This is specifically
Customer Statements
Hi, Is there a way to exclude paid invoices from the customer statements?
Custom button in list view - how to get selected rows in custom function?
I want to create a custom button in the contact list view. The user will be select one or more contacts and take action through custom button. I would like to know how to get selected rows in the custom function associated with the the button.
How To Update a custom field on an invoice
Hello Zoho, For integration with a payment provided I need to pass an amount in cents without currency. To accomplish this I have done the following steps. 1. Create a new custom field "totalcents" under Preferences >> Invoices >> Custom Field with default
Recurring invoices - Skip auto-charge or change payment method for upcoming invoice
When there is a payment method associated with a recurring invoice, there should be such an option to skip one time auto-charge or temporarily change the payment method. I can see that many times although there is a default payment method active (as for
Banking feed
Hi, 1) I don't think it's very clear if automatic banking feeds support Bank of Baroda or not. I was able to connect to it but it does not fetch the feeds automatically. Could I get the answer if it's supported or not? 2) What is "Add bank accounts manually",
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