How to properly handle a credit card refund via Stripe
Hey everyone. I cannot seem to find any information on how to properly handle a refund via Stripe. Here's what I mean... 1) I raise a credit-memo in Zoho Books on the invoice in question. 2) I log into Stripe.com and issue the refund 3) I issue a refund on the credit amount in Zoho Books... ... however, I don't know what account to issue the money from. My options are Stripe Clearing Account (which is what Zoho support advised me to do) but that doesn't seem correct. Other option would be the actually
How do I create a debit into Petty Cash with out an invoice?
I need to be able to record account transactions when taking cash out of an bank account and put them in to petty cash? I dont want to write an invoice for this. I would just like to record the transaction so that it will make a debit into that acco
Zoho Books - Vendor Portal - API
Hi, How I can access (API) to documents uploads by vendors at the vendor portal? At the Invoice section of documentation nothing tells about files in pending (without a Invoice created) https://www.zoho.com/books/api/v3/#Invoices_List_invoices I want
Printing in Firefox
I cannot print documents when using Firefox, I get the 'generating PDF' message then nothing more. Printing is fine in Safari.
Is it possible to disable partial payments?
I see how you can disable partial payments on a single invoice, but can you do that at the organization level if you don't want any of your customers to be able to make partial payments?
Zoho Books Invoice Update API
Hi there, I have been trying to update invoice in Zoho Books through API once the invoice is sent to customers but I received the error message like "{"code":110701,"message":"Please enter the reason for updating a sent invoice."}". I had a look at Zoho
Create "Memorized" Reports
Hello, It would be great if we could have the ability to create "Memorized" reports. We have many recurring reports that we run with specific parameters. I know that the last used parameters for some reports remain "sticky" sometimes - although it
Editing Delivery Challan after Delivery Marked
Dear, How to Edit Delivery Challan after Delivery Marked. Earlier this option was there, i think.
HOW TO RECORD EXCESS AMOUNT OF CREDIT REFUND
Dear Team, We have issued a credit note of 25,339.70 to VENDOR AL BAZZAM but they transferred more which is 26,466 so how to record the excess amount of credit refund? Which is 1,126.30?
Paying back owner's investments
Hello, I'm fairly new to Zoho and accounting and I wanted to make sure I had this right. How do I record an paying back an owner's investment in their own business?
Immediate Webhooks not firing in a timely fashion.
Hello, I have a webhook setup to fire "Immediately" on an invoice being created or edited. Testing this recently though, I've noticed the webhook does not fire in a timely fashion. For instance, I created an invoice over 5 minutes ago and the webhook
Create Customer Credit note
My role is Finance Manager, While creating customer credit note, rate column is not editable. My administrator which one to select to get access for this.
Secondary units for quantity in Zoho books.
Hi there, I sell plywoods of various sizes that are measured in sq.ft (square feet). So, my pricing and quantity units are also based on sq.ft - Ex: Rs. 100 per sq.ft. Now, I like to track my inventory and sales in terms of "number of plywoods" also,
Basic Flaw: Unable to add item MPN number to purchase orders!
I've been testing Zoho books for a migration from Quickbooks. Not going well so far!! I've found a such a basic flaw that it beggars belief. All items have a system field called "MPN" which is the manufacturer part number. However it's not possible to
Tips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can help
More than one salesperson
Hi, It would be helpful to be able to have more than one salesperson associated with an invoice. In particular, we would like to be able to associate the salesperson to the item. We have clients who receive monthly bills for services and different salespeople
Zoho Finance Bug: Books Inventory Summary Report does not show DATE when Printing or Exporting to PDF.
I'm running an INVENTORY SUMMARY report. When viewing within the app the date shows but when I print or export to PDF no date is included. Makes it difficult when you print out reports... you have to hand write the dates!
HOW to record the TDS payment ?
I have uncatalogued entry in my bank account for TDS payment under 194J for Rs.53,479/- There is no auto-match. How do I record the TDS Payment?
How do I manage with bank failed transactions to categorize in banking menu
I have some Bank transactions which are failed due to some issues. Now those are appeared in bank feeds in banking menu. Please let me know how to manage them for proper categorization.
MULTIPLE PURCHASE PRICE
I HAVE TO ADD MULTIPLE PURCHASE PRICE FOR THE SAME ITEM . Suppose I have 50 quantity of item A of purchase price RS 80 and after some times price increases and now I have another 30 quantity of item A with purchase price RS 90.
Zoho/Stripe Integration - No Stripe-side identifiers passed to Zoho Books
I have a Zoho Books account integrated with Stripe, itself integrated with my online shopping cart on my website (SnipCart) where I sell my products. I notice that the transaction entry on Zoho Books from Stripe does not include any Stripe-side identifying
Non-recoverable sales tax
Dear Sir, Madam, I have added sales tax to Zoho Books, but we are a non-profit association and cannot recover sales tax (we also invoice without sales tax). Currently, sales tax on purchases shows up as a "Taxes Payable" account on my balance sheet while
Adapt Zoho Books for Non-Profit Organization
Hi, We are using Zoho Books for a non-profit organization and we were looking for advice for adapting ZB for our uses. For instance we receive periodically funds from a partner in Europe. How to treat these large amounts since they are not sales. Any
Tracking Expenses in Zoho Desk Tickets
We currently use Zoho One. Of the available products, we use Books, Projects, and Desk for tracking our work and expenses and everything. With our Help Desk work, we track hours for billing, but we also need to track expenses. We will occasionally order
ITC
I've marked as filled all the GST since 2017 also created manual journal entries but now ITC section in balance sheet is showing wrong balance as compared to GST site.
How can I use Zoho Flow with Zoho Books with the need of Item ID?
Hi Team! I have been trying to figure this out but I keep hitting one roadblock after the other one. So, in our business, we help students to enrol in courses and then we send the education providers an invoice for a commission of the tuition instalments
VAT Token has expired
Hi Dear Sir/Madam ID: 692430127 MPO Consulting Ltd Im trying to match my UK VAT payment for the above and am having difficult. It comes with the message HMRC OAuthtoken was expired. Please contact support.uk@zohobooks.com for assistance. Can someone please
Sales Tax Cash Basis
I am under the impression that Avalara does not work with books that are under a cash basis. Does anyone else have any suggestions to help with sales tax?
Support for Germany and Austria, export to bookkeeping's like bmd and datev
Hi community, zoho suite looks pretty amazing but after detailed analysis it lacks functionality for German and Austria markets. Especially the bookkeeping rules, standard accounts (kontenrahmen) and tax Interfaxes for ust.. don’t exist. Export functions
Is Sigma Extension possible for Zoho Books?
Is it possible to create an Extension for Zoho Books? I don't see Zoho Books an option when creating a Sigma Extension. The services available are below. However, I see Zoho Book extensions in the Zoho Marketplace like this:
How to update a field value from customer module to a custom field in customer payment
Requirement 1. when a new customer was created in books. we will add the sales person name in the customer's custom field. 2. when the customer make the payment, we will use the sales person for the customer to pay the commission and update the commission
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
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