Multiple GST Registration
How is multiple GST registrations managed in Zoho books
So the basic plan is being phased out?
So it seems the new pricing is phasing out my basic plan which I use to allow timesheet access. I am ok with the customer count for it and other features. It seems according to the pricing that I will be forced onto the professional plan for $40/mo?
Reporting Tags & Users
The first site I surfed had premium as the highest pricing plan with 10 default users. However, the Zoho Books Pricing Comparison document has 'Ultimate" as the highest pricing plan. Though there is no information as regards number of users for the Ultimate
Enviro, Recycling, EHF Fees
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
Vendor Credit Usage
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant so I'm still learning the correct terms. I searched the forum, but didn't find any posts specifically explaining this in non-accountant
purchase order discount
When we order large volumes from suppliers we get certain % discounts. Is it possible to create a discount line at the end of purchase orders like you do with estimates or sales orders?
Credit Card Limit - Available & Remaining
In the credit card account if there is an option to enter credit card limit would be useful to know the available limit.
TB Closing balance removed for P&L items
Why has Zoho removed closing balances for P&L items on the TB. This is very unhelpful as I need these balances to help with my monthly reporting lookups. There are debit/credit balances which have to be tweaked to be able to allow me to create my own
The default task doesn't apply when creating a new invoice by the system
In my system, I'm creating a new invoice with items, as default I'm using default tax for each item and it's (Standard Rate 5%) but when the invoice is created by the system the tax that applied for the item is Exempt
Invoicing a Project for Hours by Tiered Rates
Need the ability to invoice for a project by hours by tier. Ex: The first 100 hours of the project each month are billed at a rate of "X". The next 20 hours are billed at a rate of "Y" and anything billed over 120 hours are billed at an hourly rate
Zoho books & inventory
Hello I'm new to Zoho . And i want to ask If I have Zoho books Pro plan do I still limited to 50 orders/month ? I can't afford for paid plans of investment system. Can i still set orders or invoices in books not once system ?
Invoice Payments categorization & Payment Gateway service charges
How do I settle/treat the following transaction categorization scenario in Zoho books? 1// I sell my services using a payment gateway to Customer A for Rs.100, Customer B for Rs.200 and Customer C for Rs.500. Each of them is invoiced for the respective
Can we have predefined estimates or estimate templates?
Hello, all of our estimates always include positions like: - planning - montage - electric installation - maintenance An estimate for package A includes following positions: - material A - appliance A - planning - montage - electric installation - maintenance
Frustrating integration between EBAY_US and Zoho Books through Zapier
Hi, I'm having a hard time binding ebay_us and Zoho Books through Zapier. Create Customer doesn't provide a currency field. It just assumes it's EUR. 100% of ebay_us sales are made in $ Create Invoice: Purchase order isn't listed, I'd like to populate
Online Checkwriter Integration
I recently signed up with Online Checkwriter to print my own checks on my printer. Under the integrations tab in Online Checkwriter, it claims that it integrates with Zoho Books. I even went through their process and "connected" it to my Zoho Books.
free version
We have opened Zoho books for a small company. I see the pricing is free. However it says that the free version is expiring? How do we use the free version?
Checks From customers, How to manage?
Hi, In vendors payment one could use the checks method to stay on top of cash flow, What about a Customer Payment Via Checks and what about Offline Checks Received from customers?
Branch Accounting - Zoho Books
Bank payment posting from one branch to another branch in case of non-customer and non-vendor cases, eg payment of expenses posted to General Ledger, payment of liabilities eg tax etc are posted to GL and Bank with same branch what we selected instead
Usability: "Add another line" Hotkey & Sale Line/Entry Customization
Hello, I'm not sure if hotkeys was on the to-do list, or implemented based on one of my suggestions, however the new hotkey feature is a great addition! However, since the "enter" key submits forms in Zoho, there is no easy key to "Add another line" in
Can you upgrade
If I go on a $0 plan because I am just a start up business and in 12 months start making more than $50,000.00 AUD per year can I upgrade to a paid plan in the future and not lose any data while upgrading plan.
Will Zoho books ever have payroll?
I see posts from 3 years ago and Zoho Books still doesn't have payroll, this is its biggest con in comparison to our other accounting software options. We use Reports and the CRM, we would like to integrate everything with Zoho and this is holding us back!
Zoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks. However Zoho books places the sender address on the
ROUNDING UP THE TOTAL to the nearest rupee in GST INVOICE
Hi, I would like to know if its possible to round off just the final total after all taxes to the nearest higher rupee in the invoice?
Why my recently created invoices in this month (Oct 04) are showing as profit when I run the Profit and Loss report, but the invoices hasn't being paid yet?, same with previous months.
Why my recently created invoices in Zoho Books in this month (while is only four days (Oct 04)) are showing as profit when I run the Profit and Loss report, but the invoices hasn't being paid yet?, same with previous months. In my type of business I can
"valid paid through account"
Hi, Per the screenshot I am required to enter a valid paid through account but I cannot see where to do this? Jon
this is getting ridiculous
My checking account bank feeds haven't worked since 6/4/21. Multiple emails to Zoho since 6/10, and all they tell me is they have re-escalated my problem to their banking service provider team. 14 days and nothing is fixed. I'm just about ready to bail
Zoho handling issues
Dear zoho team, I'm opening this as a discussion of how effectively you can run the online system and cloud to all users you cover. In general I'm. Not big fan of cloud based systems because it needs alot of team to keep everything up and most companies
HSN wise summary in case of export of services
For freelancers and businesses providing services, the normal GST rate is 18%. But in case of Export of Services under LUT, without payment of taxes, the tax they would pay is 0. So in the HSN wise summary details where it asks for HSN/SAC code as well
Reimbursed expenses are showing up as income
I have a client for whom I incur expenses and then include those expenses without markup on my invoices to him. When I run a report for last financial year they are showing up as income. I have probably done something wrong and I'd like some help in rectifying
At transaction level discount with VAT registered company
How can I apply a discount for an invoice before tax? The option "At transaction level" is not visible.
Zoho Book Spanish language & customize reports
We start to analize to use Zoho Book into ower company. But we found two weak points; we cannot translate to Spanish, and we cannot customize some important reports. Will be these issue upgrade, shortly? Thk, Diego.
Opening balances
Hi me again, So I migrated from Wave last year when they began to cut out non north-American users. Seeing as I did this at the start of the 2021 financial year I probably shouldn't have migrated but I did. I've never been one for balancing the books
How do you sync customers between Zoho Books and Zoho Projects?
We have integrated Zoho Books and Zoho Projects using the ZSC keys etc. Now, how do you tackle the synchronization problems? The integration only synchronizes the invoices and the expenses! Not just customers, how do you also ensure that the invoice numbering
What Are the Card Payment Options for the UK for zBooks?
Hi guys, TL,DR re: face-to-face card transactions: » can a card payment be automated as much as Stripe, PayPal etc? » Square doesn't sound it does, can anyone confirm, please? » is the Stripe terminal the same as iZettle, which does integrates at all?
How to jump from an invoice into the customer record for that invoice
We have a lot of customers, some of them, unfortunately, have the same name. If I am in the invoice module and I am viewing an invoice, how can I easily jump into the Customer record that is tied to that invoice? I don't want to have to go into the "Customers"
Need a Sample script to create contacts and sale order using PHP.
Hi, As I am new am just trying to add contacts and creating sale orders for that contacts using the API. Am new to this. It will be helpful if someone provides me the sample PHP + CURL code to work. Thank you in advance.
Retainer Invoice Option Not being displayed in Estimates
Hi, I'm trying to add the function to automatically convert an estimate into a retainer invoice to collect partial payment. However, While creating the invoice the option will not display. I currently have the retainer invoice option enabled in the preferences
Name search doesn't work without typing Salutation with a symbol
I have been using Zoho Books for half a year now, I have this issue that bugged me the most. When I create an estimate or invoice, I did a search on the customer name (knowing that it does exist in the system) to add it to the Name field. However, if
I bought a car and sold it a year later, how do I record this?
I bought a car at $39000. a year later I sold it at $38000. Do I record this as an expense (Furniture and equipment) at the buying stage? At selling, Do I have to create a new contact and then receive payment? If I did it this way, then my books will
Catagorization of Payment received
In our business the same entity is a Customer & Vendor. In a recent transaction we have made a advance payment of Rs.30lakhs to the Vendor, But the vendor ended up repaying the advance along with his customer balance a total pf Rs.32,01,471.00. This entry
Next Page