Signing invoices? Is it possible YET?
In zoho invoice I need a way for my clients to be able to sign their invoices and estimates. I have never seen this option and badly need it! Thanks.
Migrate Paid invoices
Good day I am trying to migrate my invoices from Wave to Zoho however I have the following issues: 1. I cannot seem to migrate paid invoices 2. I get an error message saying unit code is missing. When importing data using google sheets, I imported 'invoice
Importing Items
I am trying to import items into Zoho Books and for some reason the purchase rate and vendors aren't transferring. I am not getting any errors at the preview screen but when I look at my items there's no purchase rate or vendor associated even though
Limited sales returns and package/shipping support
Dear Zoho Books team, we've discovered so many limitations with packages/shippings and sales returns. Particularly, there is only one template available and only a limited set of personalization is possible. Truly limited if we compare it with the ones
Missing purchase returns / waybill support
Dear Zoho Books team, I was surprised to discover the total lacking of support for purchase returns. There seems no way to document the return of a purchase. The credit note is a fiscal document but to move goods back to the seller a document is needed
My bank feeds have stopped updating
A few days ago when I looked at the Banking page all of the feeds (all with Barclays or Barclaycard) showed a message saying there was a problem with the bank feeds. Subsequently, that message has not appeared and the Refresh Feed operations run without
Is collaboration planned for Zoho Books?
It would be extremely useful to be able to @mention an accountant or colleague on any transaction. The accountant would then log in and see they have notifications on the bell on the upper right and see notifications that would take them to the transaction
Headers and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different color
EMAILS
Hi. I have set up my recurring invoices to be sent to cusomers automatically, however, i also recieve the copies of the invoices to my mail. I would like to disable the feature that automatically sends copies of customers's invoices and estimates to
how do I cancel zoho books subscription?
how do I cancel zoho books subscription?
Choose GL Account in Sales Invoice & Sales GL account for unmatched withdrawals
Hi Zoho Forum Greetings!! This is my 1st post here I have 2 issues to deal with, since am a new user of Zoho Books.. I hope I will be shown some direction to address these 1. Related to Sales Invoices: I know I can specify the GL Account in Item Master.
Passing an adjustment entry between Bank and Customer Account
Dear All, I am managing housing society accounts in Zoho Books. One of the member paid, say, INR 1500 as against invoice of INR 1000. The member requested to use and pay INR 500 for paying up his municipal property tax. I have been struggling to account
SUBSCRIPTION PLAN TRANSFER
I have standard subscription plan , but because of some issues related deregistration of GST, i had to make new organisazion with different settings, but i cant transfer my subscription to new organisation i created. what to do now?
Inconsistency in Reporting tags makes them useless
Reporting tags can be associated to Item Contact Transaction However the idea of tags was strangely implemented by Zoho Books developers. Let assume you have a tag associated to an item (in Item module). For example the product is from Germany, so you
we need Arabic Interface
dear admin, we urgently need Arabic intreface for our zoho books account ASAP. our employees can not generate sale orders because they don't know englsih. it is important to give us the option to use Arabic interface.
Search Items & Description in Bills
Would it be possible to make the search cover items & descriptions in the bills/invoices sections? Surely now that these are now populated by the autoscan it would be a simple task to add this? Thank you
Zoho books invoice customization
Hi, E invoice mode, new Saudi Zatca approved QR code is printing in second page. No matter which templates. How can I integrate min 6-8 items and QR code in one page !! Please advise
Report Basis - Accrual vs Cash
What's the difference between the two?
Export Customer List WITH ADDRESS
We want to export a segment of our customer list in Excel (or CSV) to a new salesperson. The export must include the customer name, phone, email and ADDRESS. I tried to create a custom view to export but the address fields are not available. Is there
How to Run a Report for Sales per Item for one customer only
I would like to know what items were sold to a single customer, in a csv file. Basically it would be a list of items (and how many of each per year, for example) for one specific customer. Thanks. Maripat
Bank Account Filter - Add Unmatched
In bank accounts, the register for any given account provides the option to filter transactions by "all transactions", "matched", "manually added", "categorized", "reconciled", and "unreconciled". These are great options. What would be extremely helpful,
Data level access management in Zoho Books
Team, Since the financial data is sensitive and needs abstraction when presenting to its users, there should be some data level access management in Zoho Books like Zoho CRM. Certain use cases 1. Field level permissions : Certain fields should be visible to certain users/roles only 2. Data level permissions : Certain bills/expenses should be recorded with limited access eg. Salary expenses which only Finance and HR teams should be handling. Bills from Department A should not be visible
SBI Corporate account Zoho auto Sync
One of the key functions of accounting/book keeping being bank reconciliation, Zoho books seems to be lacking this or selective on which banks they auto sync. Did you find a way for being able to Sync SBI corporate.
Can I associate a project in ZOHO Books to a specific income account.
Hi Currently each time I invoice a project I need to change the income account. Is there a setting within the project I can change? Thanks Dianne
SMS on Mobile not working
Hi, Please check screenshot, after clicked on that button . . Also you can check this link - INV-000003 | Invoices | Zoho Books - Google Chrome - 3 January 2022 (loom.com) But i didn't receive any message yet. Please let me know , if i missed anything
On Creation on invoice , how can i set up and email will be send out in Zoho Books ??
On Creation on invoice , how can i set up and email will be send out in Zoho Books ?? Thanks and Regards, Sidhant A.
May i know what is the difference between Zoho Books and Zoho Invoice , in Short may be ??
May i know what is the difference between Zoho Books and Zoho Invoice , in Short may be ?? Let me know. Thanks and Regards, Sidhant A.
Zoho Invoice Template/Online Payment
Please how can I edit an invoice on Zoho Book? Secondly, is there any way we can utilize online payment in Nigeria?
Closing out FY - Cash basis
I have our business set up as a cash-basis accounting, and I want to close out the Fiscal year, by transferring the loss to the member's equity accounts. However, my "retained profit" account is at $0. How do I create a journal entry to assign the los
Customer credit balance
How do i add customers with a credit opening balance
Domestic Reverse Charge in Zoho Books (UK edition)
Dear customers, With HMRC implementing Domestic Reverse Charge (DRC) on construction services from 1 March 2021, Zoho Books now lets you track DRC on sales and purchase transactions. Although DRC on construction services is being implemented now, the
SEPA - Withdraw money via Zoho Book from our customers and track transactions.
Hi, i would like to use Zoho Book for my company because we already use Zoho CRM and I have the following problem: - My bank is not showing up in the bank selection field - apparently it is not possible to Withdraw money via SEPA Is this right and are
Zoho Books A/R summary report custom view
I'm looking for a bit of help in Zoho Books. If you look at the A/R reporting, it can show multiple aging intervals that can be setup in however many day intervals you deem useful. I'm also looking to have this report show us what will be coming in
Division wise PNL
Need to create create and branches in zoho
Creating Estimate: Difficulty in finding products compared to Zoho CRM
Hi, I'm a zCRM user who is testing the waters to migrate to Zoho Books. We currently use Quickbooks for invoicing and zCRM for our Estimates and Sales Orders. When doing an estimate in zCRM I can search for either - Product Code (using partial string
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
Is it possible to create new custom module in the Books , If yes ... How ??
Hi, Is it possible to create new custom module in the Books , If yes ... How ??
Zoho CRM Accounts not syncing with Zoho Books
In Zoho Books, I have set the integration to sync with Zoho CRM Accounts. Unfortunately my CRM Accounts are not syncing. Has anyone else had this problem.
France: QUADRATUS file format for monthly export.
We need to export invoice and credit note info on a monthly basis from Zoho Books to our French accountant. In France it seam like a standard format for export/import of financial data is the format called "Quadratus". Do anyone know anything regarding
Default Credit Limit
Make a Default credit limit for new customers that are created. So it doesnt default to blank and then create a report that can show customer average and max purchases for year and limit set report. So the limits can be reviewed yearly to adjest the parameters accordingly.
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