'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
'Contacts' menu item not showing up in the left pane or under Preferences - how do I enable it?
Returned to Supplier stock affecting COGS
Hey everyone, Within my operation we use a number of products as sample stock. I often use this stock (at my suppliers cost, not mine) as samples and do an 'Inventory Adjustment' to update my stock levels. Every time I put this through it adds onto my
Tags for Manually-Entered Transactions - UI Behavior on Pressing 'Enter'
This morning I noticed an update to the interface, which makes it possible or easier (not sure which) to apply tags to many transactions entered at the account level. That's a great improvement, and I think many people will benefit. What isn't so great
How to record yearly subscriptions (software, eg Adobe Creative Suite)
Hi there, I'm looking to record subscriptions that renew annually. Things such as software etc like Adobe Creative Cloud or similar. Currently, I chose the annual subscription option rather than monthly as often there is a discount available. To keep
Reconcile items not done correctly
I had some one reconcile my bank account within zoho books, and I noticed I have an invoice outstanding that was paid in May 2022, what is the best way of removing the transaction the bookkeeper added so I can appropriately put it against the customer
Sales Order Form not accepting valid 4 digit HSN code
As seen from screenshot below: https://prnt.sc/SXMDgn3cpNxN It is asking me for a minimum 6 digit hsn/sac code. In my items settings, I have preferred a 4 digit code as seen in following screenshot: https://prnt.sc/247hX0Y4gkxc This problem is pertaining
Convert Custom Field
Can I carry over the values in a Custom field in Sales Orders to a Custom field in the Invoice when the Sales Order is converted to an Invoice?
Difference between Standard Plan and Government GSTN Plan
Hello, This question is related to Indian Users as Zoho provides a special GSTN plan for small businesses for free in co-ordination with Indian Government. I would like to know what are actual differences in features in the Standard Plan (₹749 /org /month
Trigger an Email when QR code scanned.
I am wondering if a specific email can be triggered when a QR code is scanned ? Kindly let me know if possible. We are wanting to automate our supplies so the staff can scan a QR code and that will trigger an email to the supplier ordering the things
Summe eines benutzerdefinierten Felders anzeigen
Wir legen ein benutzerdefiniertes Feld im Artikel an, das in den PDF´s ausgegeben wird. Jetzt möchten wir die Summe am Ende des Belege sehen. Bitte ermöglichen.
Import items
Hey guys, I have quite a few items which through mistakes in my own coding have name with big spaces in between ! I have exported them to sheets, tidied them up & re-imported them. When I look at the name description all looks fine but when
Stripe Terminal Integration with Books
Hi. I am trying to figure a way to get my Stripe WisePOS E Terminal to integrate with Zoho Books. I want to be able to click submit invoice, and have the Terminal grab the amount due. Then mark it as paid. I wish they had a POS app. If not, does
Unable to fetch bank feeds due to Open Banking update
I'm seeing the following in my feeds, and wonder if there's an estimate on when this will be complete? We are unable to fetch bank feeds from this bank as they have asked our third-party banking service provider to migrate from the existing platform to
Inventory Management in Zoho Books
Hi Zoho, I have an issue with Inventory Management feature, let me explain: - We buy a product at Cost “C” - This product is being sold to different end users at different prices P1, P2 and P3. Question#1: Should i enter this product cost and price in
input vat
Greetings On 26.10.2021 we made an expense entry and by mistake, we added customer instead of vendor & claimed 15% where as it was supposed to be vendor without 15% vat. VAt returns have been filed and now I cannot change the entry. Please guide me in
Customer partially paid an invoice but the bank refunded the amount back to the customer
Example: Invoice is $10,000 Customer partial payment for invoice is $2000 The $2000 shows up in the uncategorized transaction bank feed. I matched the payment from customers invoice and the transaction. A few days go by. Not sure why the bank refunded
Convert Sales Order or Invoice to csv or xls
I may be missing something obvious, so bare with me.. There is the option of printing/sending PO and Invoices as pdf's but I can't figure out how to save them as csv or xls files, which would greatly improve functionality for me. I am talking about individual
Get invoice's custom fields
Getting invoice with certain invoice_id, shows custom fields. If I want to get invoice by other fields, custom fields array is empty. Any solution?
stock issues
i have some issues with stocks. i put opening stock 40, but it shows me stock on hand 70. can you please help me out.
je cherche a changer le couriel associer a mon compte
salut a vous tous je cherche a changer le couriel associer a mon compte
Record payment from zoho books iphone app
I am able to record payments from the desktop version of Zoho Books but not from the iphone mobile app. I remember a while back there was an option when selecting an invoice to "Charge Customer" but that option is no longer available. Am I missing something
helpp, i can not find the items on the Bills
I created bill and added some items. Some previous items is there and very easy to add, some items are new, so i need to create new one. - If i created new item directly from the Bill, the system required me to add purchase amount, which is not possible
Chase Credit Card Banking Feeds does not show all transactions
After updating the Chase credit card feeds, Zoho Books could not fetch all transactions. We have two cardholders, cards xxx1550 and xxx1535. Upon updating, it only shows xxx1535 transactions, it does not show cards ending xxx1550. Chase Credit Card and
How to import a value to clear field's value
I need to clear a fields value. Sine there are 100's of items, the import option makes sense. I am trying to import items to update with a blank value. (Specifically the description). But whatever I try to clear the field value doesn't work. (I know this
Recurring Bill/Fee to Customer on Invoice
I am trying to setup a recurring bill to my customers that I invoice every month. How do I do this? Meaning every month I charge my customers a bill/fee for computer backup of $50. How to I create a recurring bill/expense without having to manually add
User roles & permissions
I genuinely believe that if we were to have an option to create a role that had a selection "Do not show monetary figures" therefore hiding all fields / lists etc that contain financial information such as order values, purchase values, item values etc, etc then Zoho would undoubtedly be the best of the best accounting software available! Most of us have (or will have) warehouse staff & other staff that we do not want to see this sensitive info. To top this off totally, integrate Zoho inventory with
Factures dans le portail client
Bonjour Hello everyone j’ai une question pour Zoho Books et l’espace client. Je voudrais insérer uniquement des factures payées via Gocardless dans le portail client. Comment sélectionner uniquement celles-ci et non les autres soldées par exemple en
short-term loan from owner
Hi all, I have a sole-prop and it need some cash to run a big deal, however I transferred a cash from my own account to my business account.. However I have seen how to record this transaction in this forum but what I did not see how to settle the repayment transaction. Can someone continue the following scenario? - Amount received from the owner to the business account so in zoho we created a new account called (short-term loan) under current liabilities since it will be paid back to the owner
Mostrar datos de clientes en factura
Buen día a todos, Necesito su ayuda con saber como poder hacer para que campos personalizados del cliente aparezcan en la factura (PDF e Impresa). Gracias de antemano.
Business Transfer
How do we transfer Debtors and Creditors balance as take over entries in Zoho Books
Adjustment of personal expense refund on credit card
I have bought 5 items as personal expenses on credit card , as single payment, shown as owner's drawings. Few items i.e., 2 ,were returned, so the refund amount doesn't match the exact payment made. How can i adjust refund amount against the expenses.
Migrating from Books to Invoice - possibly some time in the future or not - who knows - probably not though...
This is a copy of the latest email I sent to Support - has anyone experienced the same with migration? Hello "Support" So, you "are here to help"? Do you call it "help" when you fail to even acknowledge the receipt of my request for migration from Books
Modificación de Factuta
buen dia, Necesidad de de su ayuda con agregar información del cliente y que aparezca en la factura, ya que por motivos contable necesito que aparezcan unos datos requerido por MH como el Numero de Identidad Tributaria, Registro de IVA y el giro de la
Is it possible to populate an invoice with a custom field associated w/ a Project?
I typically get assigned a PO from my vendor to do work for a specific project. I would like to create a custom required field "PO" in projects, and have that "PO" field displayed in any Invoice that is generated to that customer for that specific Project.
How to split vendor refund to multiple entries?
Hi, My bank account in auto fetched and I have received entry of 15537 which is refund from vendor. I had paid same vendor this amount in two splits as shown in picture. Now I am not able to settle/categorized this entry against two refund entries. Please
Profit report by project
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7161455-profit-report-by-project
Banküberweisung über Token
Wenn die Bankdaten bei den Lieferanten hinterlegbar wäre, dann könnten Bezahlungen (Banküberweisung) der Lieferanten-Rechnungen über Token transportiert werden.
Entering a Cash Sale name and address without changing the customer record.
We've recently moved from Reckon. We have a large number of online cash sales and don't want to set up a separate account for each. In Reckon we had a Cash Sale customer and entered the name and address with each order and invoice without saving it to
Add PO# to Invoices and Custom Fields to Invoices & Estimates
I am at the end of my ability to continue using Zoho Books without this fix. The invoices and estimates when viewed by a client in mobile version are missing the PO and any custom fields. I cannot control what device clients use to view an invoice or
Edit Zoho Books Unit Name in Item
Hi, May I know how to edit unit name or item measurement in the unit value. What I can see is to remove the unit but not adding custom. I will need to add: month, year, etc as the unit instead of gram, kg, meter. Any idea?
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