Should Bank Charges Be Included in VAT Return in UK? How to Enter Bills for Reverse Charge?
Hi Zoho Team, I've just moved to Zoho books recently. Everything works till i started to prepare for my VAT return. 1. Bank charges in VAT return I'm in the UK. I am quite sure ordinary bank charges are VAT exempt. My understanding is derived from government
New feature request - add lines in manual journals
Hi I have a lot of repetitive complex transactions that require manual journals. To save time I clone a lot of the old ones then update them with the new data. It would be very very helpful to be able to insert lines above and below. There is the option
Suggestion: Build in way for invoices to have backside (second page) attached in PDF export
I don't know who else would find this beneficial, but my company uses a two sided invoice to save on paper and deliver terms for the customer. The front of the printout is the PDF from Zoho Books (the invoice) and the backside is always a terms/conditions
Feature Request: add Markups / commissions to items
Right now it is possible to create discounts, but I can not add a markup to an Item. For example, I have 5 items on the same estimate, and I need to charge a 30% commission over 2 of them, but not over the other 3. It would be even better if I have the
Value in the field does not match with the data type supported by us.
I am trying to import chart of accounts from my Tally masters data. I somehow managed to get my masters data from Tally to be in structure required by zoho books. However, when I am trying to use the xls/csv file and click next to import, it shows error
How do I run a Trial Balance report with beginning balance, total debits, total credits, ending balance for the year?
Hi, Currently Zoho books allows us to show a condensed trial balance report. However our ca demands we run a detailed trial balance report. Any suggestions/ideas how to generate it ? Have attached a sample of the current report
Automatic Bank Feeds -- Are some transactions missing?
I performed all the bank feeds for several months and am now attempting to reconcile. What I've noticed now for 4 months in a row is that MANY of my "ATM & Debit Card Withdrawals" on my bank statement are NOT included in the downloaded bank transactions
Sole Trader: How to record set up costs?
Hi I am a sole trader, how do I record my set up costs? I paid for the set up costs using my personal bank account but have since moved to a business bank account. How do I record these expenses in Zoho Books? Thanks in advance!
Migration of Retainer Invoices
Hi all, I'm switching over from Xero where I have a number of retainer invoices that I need to enter into Books. I'm seeing that bulk entry will take care of the actual creation of the invoices, but what my limited accounting knowledge can't grasp is
Zoho Books Reports: Inventory Summary Reports - Add Item Category as a Column & Make Item Name a link to its product page
I run inventory summary reports frequently. All our items are assigned a category however the category does not show as a column. It would be hugely beneficial to have the Item Category as a column rather than lumped in with the Item Name. If you "group
There was an error while connecting to GSTN
I trying to file the return but not able to connect with GSTN portal have already checked filing period all is correct but still not able to file return. Pls inform when this will resolve
Error in Journal Upload "Invalid Vat Treatment"
My upload .csv includes a Column for Vat Treatment which is populated with "United Kingdom" which is one of the two options when processing a Manual Journal, the other being "Overseas". What should the Input text be if not "United Kingdom"?
How do I add a furlough payment from hmrc
Hi Please can someone advise how I record a furlough payment from HMRC in my Zoho books?
Banking Permissions - Transactions vs. Viewing Balances
Here's an idea for an additional layer of permissions. Under the permissions for Banking, it would be nice to have a yes/no option for allowing the user to see account balances. The use case here is that we have bookkeeping users that need access to banking
Tax Preference for Customers is unavailable
Hi, I'm trying to set up tax on my customers according to this link: https://www.zoho.com/books/help/sales-tax/#associate-tax-for-a-contact but when I edit a customer, I don't have a Tax section at all... At this stage, I have to manually choose a tax
How to record advance payment received from customers in previous year as opening balance for new year?
I am able to create debit balances for customers as opening balance, but how do i create a credit balance for a customer? Some customers have paid me in a previous year and their opening balance will be credit and not debit. When i try to import csv with
My Contact Information Doesn't Show Tax Preference
Hi Folks, My largest customer is tax exempt. I do not see the "Tax Preference" in the Other Details part of the Edit Contact page (as shown on your video). Can you tell me how to access this? I am just realizing that I can make it a preference. My contact
Transfer between balance accounts
I need to transfer money from one account to another. The reason is that in Argentina we have several retentions on taxes and I want to Split the retention to reflect each retention in its own account.
Change in behavior: Deluge scripts written in Books recently only trigger from actions taken in Books instead of actions in any related app.
Hello, Until recently, (if I'm correct) you could simply write a single Deluge customization in Books or Inventory that would trigger regardless of whether the associated record was created (or edited) in Books, Inventory, or Commerce. Sadly it appears
Getting Zoho book auth token using PHP
Hello, I am working on a PHP script to sync the invoices from our portal to Zoho Book. Can someone please help to get the auth token using PHP ? The script will be running daily cron. A sample code will be more useful. Thanks in advance.
Allow organizations to select release times for recurring invoices
Currently when I have an invoice that gets automatically created from a recurring Invoice, it gets created at 6am on the date of scheduled release. Is there any way that we can have the flexibility to change the time of the day at which an invoice is
Should Amount in Bank reflect manual statement uploaded?
I have a question about the Banking section. If I am manually uploading statements rather than an automatic feed, should the Amount in Bank reflect the transactions uploaded? Or should it always show zero because there is no feed? Currently, my Amount
How do I deal with a recorded cash transaction in "Bank" A and a literal cash deposit in Bank B which refer to the same physical money?
I have a Bank, Wells Fargo, and I physically deposited cash into the ATM. This cash is a lump sum of transactions that were made throughout the day. I import my bank statement into Zoho. I record all cash transactions on my Woocommerce WordPress website.
Stripe and multiple clients
I recently started using Zoho books and am going back to categorize expenses from this year. I have a deposit where 3 separate clients paid via Stripe on the same day, so Stripe sent the transfer to me as one payment, instead of 3 separate ones. Since
How do I deal with Payment Gateway transaction fees?
I don't see any way to show a full transaction amount minus the bank transaction fees. I use Venmo, Square, PayPal, and Stripe to accept money. All 4 gateways take a transaction fee. I need to figure out how to import the entire amount I received from
Why is my invoice Address formatting messed up?
I tried adding some additional information to the address bar in Setting>Preferences>General, Organization Address Format. I clicked on the 'Insert Placeholders' dropdown, and added the extra information needed. Whever I did it messed up the formatting
Opening balance and other basic use questions. I'm a beginner who could use some help!
I'm keen to get my small business accounting in order through using Zoho books. It looks like it offers many powerful features. I watched many of the starter tutorials, and much of it made sense. But also, there is a fairly substantial level of assumed
Why are there some deposit transactions I cannot delete?
I connected my bank account and it imported some of the transactions from the last few months. I cannot delete two of these transactions, and can only exclude them. How come? I imported another seperate bank account and could delete all the transactions
Item profitability
Hi, I want to calculate my item profitability. I haven’t tag facilities related to free trial for 1 year. Is there any I can calculate my item profitability?
How to fetch data from Zoho Books to Zoho Creator? 200+ records
I need to fetch Data from Zoho Books to Zoho Creator. How to get Invoice, Estimate, Customer data? How to fetch 200+ records? unionwells Through single API call we will get only 200 records.
Converting an expense in to a bill
A feature to convert a recorded expense in to a bill would be great. A recorded expense may later become a bill may be because the expense is very large or it was recorded as an expense and given a bill later. Then this option would make it seamless
Export Itinerary Items to include Cost Price
Hello, I would like to export a list of all inventory items to include the cost price. Currently, when a report is generated in Zoho Books > Items, the following information is included: ItemCode ItemName PurchasesDescription PurchasesUnitPrice PurchasesAccount
How to set metric system instead of imperial ?
Hi, In Zoho Books, when editing estimate templates, measurement are in inches, not centimetres. How to use the metric system, as we are in Europe ? Thanks
IMPOSSIBLE to restore Backup
As usual, there is no way to restore the thing that you guys say is a backup - it's not. It's a random dump of data that can, with hours of work, get you back to CLOSE to where you were before everything was deleted. Here's what's missing: The ability to restore a backup that you say is a backup (A backup is what you use to get your system back up. That's why it's called a backup) Data is missing from the dump (It's a dump, it's not a backup). At least taxes, I'm sure I'll find more as I go through
How NOT to Include Bank Charges in VAT Return? UK Area
I'm linking Zoho Books to HMRC for VAT return. But Zoho Books have included Bank Fees and Charges in VAT return, which in UK should be VAT exempt. I attempted to change the properties of the Bank Fees and Charges account in Chart of Accounts, but to find
Écritures comptable liées à l'inventaire
Bonjour, L'écriture automatique lors des achats est la suivante Inventaire (système) Compte fournisseurs Taxes à payer Il faudrait qu'elle soit Inventaire (système) Variation d'inventaire Achat Compte fournisseurs Taxes à payer Ou simplement Achat
GL Account determination
HI All, We are in middle of migration from our old account software to new one, today we have three sub GL accounts under Sales (Revenue) GL Account which is listed below. Sales Domestic Sales International Sales Rental Revenue For 3rd one (Rental Revenue),
BY PASSING MANUAL JOURNAL ENTRIES , THE EFFECT OF CREDIT NOT REFLECTING
SALARY ADVANCE DEDUCTED FROM EMPLOYEES FROM THEIR MONTHLY SALARY AND NETT SALARY PAID / CREDITED TO THEM . WHILE PASSING ENTRY FOR THE SALARY PAYMENT ,THE AMOUNT DEDUCTED AS ADVANCE FROM THE EMPLOYEES NOT CREDITING TO EMPLOYEES PERSONAL ACCOUNT . WHILE
Summary of HSN in Invoice
I want to have a summary of taxes for all HSN code items in the invoice.. like this sr no. - hsn code - total value - taxable value - sgst - cgst - total how to achieve it ?? How can i get it along my invoice a//
Queries regarding overseas branch addition
Hello Team, I went through your membership plan and as per our company's requirement, most of our needs will be fulfilled by Standard Plan. In addition to it have certain queries, which are following: 1. Can multi currency invoicing be done in the Standard
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