Invoices/Payments not represented as Income?
The Business generates Retainer Invoices to Customers, for pre-payment of Services. Some of the Retainer Invoices are for 3rd Party Customer Expenses, eg. an Application Fee payment to Government. Thus, it's a Net Zero $ for the Receipt and Expense. It's not Business Income, as it's just collecting monies on behalf of the 3rd Party and paying it out shortly after. What's the best way to NOT represent these sort of Retainer Invoices / Receipts as Income?
New Name for Open Status in SO & PO
Hello users, We are introducing a change to the status name, Open, of a sales order and a purchase order. With this change, a sales order in Open status will have its status as Confirmed; a purchase order in Open status will have its status as Issued. We are introducing this change to make sure that the statuses for a sales order and a purchase order are consistent across all the Zoho's finance apps. This change is in development and when released will reflect in all the custom views, custom
Managing Transactions under the Paycheck Protection Program in Zoho Books
As you might know, the Paycheck Protection Program (PPP) is an incentive provided by the Small Business Administration (SBA) for businesses affected by COVID-19 in the US. The PPP aims to provide funds for at least eight weeks in order to help businesses pay off all basic operating charges such as employee wages, rent, interest or other utilities and retain their workforce. Read more about the Paycheck Protection Program from our blog. In case you have applied and qualified for this program, you
Job Costing per Reporting Tags
Hello, In Quickbooks Online, we are able to produce a report where the purchase price of an item is subtracted from our gross profit for a specific customer. Exemple : ITEM is sold 100$ but its purchase price is 50$, if we sell one our actual gross profit
Need to print checks - Zoho not in drop down of Wells Fargo
Hi, I would like to print checks but ZohoBooks isn't an option when I go to reorder checks. What is the closest software family in terms of print format so I can order my checks (e.g. Intuit, Microsoft, Great Plains, etc)? I looked at the third party
Record Expense - payment manually
Dear Zoho, How to enter following expense Expense Invoice date : 1 Jan 2020 but Payment made for that expense : 20 March 2020 When I enter expense bill it ask for paid through - and it reflects in bank on 1st Jan , but I have made the payment on 20th March. How can we enter expense bills without payment - and payment can be enter manually.
writing checks
hi - i know we can "enter" or record payments made to vendors - but how do you actually WRITE checks in Zoho? my current accounting software allows me to click on the vendor, and then click on as many invoices as i want to pay - it prints out on a tri-fold
Project-Books Help
Hi: I tried to have a Zoho developer help me but he couldn't so I am hoping someone reading this can help. This seems like it should be simple, but as a Zoho One relative newbie I'm completely lost. IDEAL What I want is to have one project for a magazine
How to refund to "Owed to Owner" account?
Ok this is a little hard to follow but bear with me. I purchased something on my personal credit card for my business (supplies for a specific client), and I recorded it as an Expense: Cost of Goods Sold, paid through the Liability account: "Owed to Owner". (I pay this off once a month). I later returned some of these supplies, but now I can't figure out how to record the return. It should be a refund against the Expense, debiting the Owed to Owner liability account. I think. I tried to use various
Zoho Books API
I am trying to query the following api request. https://www.zoho.com/books/api/v3/#Chart-Of-Accounts_List_chart_of_accounts Of the optional parameters, I would like to include as per the API documentation, is the showbalances parameter. When I run the following query : https://books.zoho.com/api/v3/chartofaccounts?organization_id=xxxx , it returns successfully. When I run the following query : https://books.zoho.com/api/v3/chartofaccounts?organization_id=xxxx&showbalance=true, it returns the following
French bank for automatic download in Books
Hi everyone and Zoho team, We are continuing the "clouding" of our company's services and software thanks to Zoho. We have already tested 12 accounting online solutions and Zoho Books seems to be one of the most interesting for us, if we except the fact that it is still not localized/translated into french. Anyway, there is a second problem that actually stopped us : our bank account can not be automatically downloaded into Zoho Books, wich is a major issue for us... It looks like the server can
My pdf invoices are printing blank
When I try to print an invoice (either single of bulk), the pdf shows up blank without any content / details. Any ideas? Thanks
Retained Earning Issues
Hi, I have been using Books since 01 April 13' and haven't even finished my first years accounting. Why is it showing a retain earnings amount of -37,000. I cannot change this number as it is automatically calculated. Please inform me how to get this amount reset without affecting my current data. Kind Regards, Mathew Robinson
[WEBINAR] -Understanding the CARES Act for SMBs.
Hello Everyone, We're hosting a webinar to help our customers and partners understand the fundamentals of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This webinar will be able to: - Demonstrate understanding of the Paycheck Protection Program and small business relief measures within the act - List the maximum direct payment amount for individuals - List the amount of extension for unemployment insurance - Understand how the CARES Act affects payroll and taxes - List the
Accounting Entry for GST bill which is paid by Credits/Balance
There is shipping platform named Shiprocket. I have bought a plan which costs me 19116/- and gives me credits to ship products and after successful delivery, charges gets deducts automatically from that credit. I got a GST invoice for the purchase of
Integration documentation?
I've been working on a business process integration between zCRM's via the Deals module and Zoho Books and was a bit disappointed that the zBooks documents created via entity triggers had virtually no information from the relevant deal included. I would have been less disappointed (and wasted less time) if the documentation about entity triggers actually detailed exactly what was included in the resulting invoices/estimates, and where. Even better would be a thorough implementation of the entity
What's new this March 2020 in Zoho Books
We've been making continuous efforts to enrich your accounting experience by paying attention to the details in Zoho Books. As a result, we have a lot of new enhancements in store for you this March. From releasing the long-awaited auto-forwarding of bank statements for all the editions of Zoho Books to launching a search tool for the folders in your documents, read up to know all the enhancements we've worked upon in the previous month. Auto Forwarding Bank Statements is Now Available for All Editions
Attaching file to Bill/Expense with REST API
Hello dear Zoho team. Can you please advise how to attach a PDF file to Bill or Expense using Zoho Books REST API? Reviewing the documentation was too much helpful for me, I'm not clear how to specify file name and provide file body in the same request. An example using Python or cURL command line will be much appreciated. Thanks a lot, Arik F.
Can we add additional columns in the purchase order?
Is there a way to add additional columns in the purchase order? I need to add a column for VAT as the PO contains many line items, some of which have VAT but others are exempt since we are in the medical business. I also need to add a column for units
[WEBINAR] - Migrate to Zoho Books - Step by Step Guide ( Indian Edition )
Hey Everybody, If you are planning to move to new accounting software, the best possible time to do so is the end of the fiscal year. However, migrating to a new system is not an easy job. There are several tasks and tests that have to be performed to ensure there is no error. To help you migrate to Zoho Books successfully, we are hosting a webinar "Migrate to Zoho Books - Step by step guide" on 3rd April, 2020 at 03:00 PM IST. The agenda of the webinar is as follows : 1. Migration Checklist 2.
Can Zoho Books be used to maintain a simple account books for schools
Can Zoho Books be used to maintain simple account for schools in india?
ERROR ETIMEDOUT
Hello, I'm trying to connect to Zoho Books API but it's failing everytime. It was working just fine just 2 hours ago. But when I tried again an hour ago, it doesn't connect. I have to use the API urgently for last month's invoicing, so I have to find
Reports if upcoming recurring invoices
Hi everyone, We want to design a report with zoho books, we want you to send us an email on the 20th with the recurring invoices for the next day 1. We have made a report, but on the 20th it notifies us of the recurring invoices of that day, and it is not worth it, we want it to show us the next recurring invoices. thanks
Change the Base Currency
Hello Zoho, I am trying to find a solution to change the Base currency from INR to USD since USD is a global currency. While creating the account I accidentally selected the INR. I have been struglgling for several hours now, went through your forums and online resources with not much of luck. Please help. Best Regards, Syed H Zaha Web Consultants
Sales by salesperson
Good morning I want to generate sales by salesperson report.. And i want the item name and quantity that was sold by that salesperson will also be included in the report... How to do that?
[WEBINAR] - Year End Accounting - Tips and Tricks ( Indian Edition)
Hello Everybody! I hope you all are doing well! The fiscal year is coming to an end for our Indian customers and we hope this year has been a successful one for your company. Year-end is one of the busiest times of the year as you need to fulfil all the financial obligations and close the books of accounts. To ensure this, your finance team has to take care of numerous tasks like customer statements, preparation of financial documents, bank reconciliation and much more. All this can be overwhelming
Linking bank transaction to project expense
Hello, Is there a way of adding a bank transaction to an expense within a project? It would save a lot of time if this was possible. Thanks
Multi Store - Multi Warehouse
1. Is it possible to use "Zoho Books, Zoho Expense, Zoho Inventory" in tandem to run a multi store, multi warehouse retail company as one organization with 1 GST registration where Zoho is also used as POS? What would be limitations, if any? 2. What would
[WEBINAR] - E-invoicing and New GST returns webinars by industry experts.
Hello Everyone, In the 39th GST council meeting held on March 14, 2020, the government announced some changes in the GST return filing system to make the compliance and tax filing easier. To keep all our customers updated on these changes, we are organising webinars in various languages like Hindi, English. There will also be a live Q&A session where you can ask your business-related queries to our industry expert. The details of the webinar are as follows: Webinar Name: Key changes for businesses
Pagination Function UI Location - Top sticky versus end of page
The current location (bottom of a paginated page) for transactions, especially those in Banking, requires scrolling to the bottom each time we need to change a page, or to see the location we are at among all lines. It would be incredibly more helpful and efficient, if the change page, number of items per page, and details regarding number of lines shown on any page would be sticky at the top. Perhaps, somehow integrated right-aligned in the menu bar that has the current tabs/buttons "Overview",
Creating Invoice from Sales Order, control where Order Number is coming from
Whenever an invoice is created from a salesorder is created, the order number on the invoice is automatically populated with the salesorder number. It would be great if we had better control over where the order number for the invoice is coming from. In our case we have a reference number on the sales order which would like to use instead. Currently: SalesOrder.Sales Order# => Invoice.Order Number Desired Outcome: SalesOrder.Reference# => Invoice.Order Number Is there any way to customize where
Can I add a custom field to the document title in Invoice/Salesorder Template
There are a handful of fields that we like to add to the top of our invoices and sales orders. Pretty much at the same position as Order Reference, Invoice Date, Payment Terms etc... But I have not found a way to achieve that. The only "Customize your header content" also doesn't seem to work as it puts the content above everything which is barely visible.
Include MercadoPago as a payment method
Hi Zoho team. Good Morning. First of all, I would like to apologize for my English, but I'll try to put a good demand for inclusion of features in Zoho Invoice platform. My name is Vilson and I would suggest the inclusion of "mercadopago.com" as a payment method. Today I work as IT Director for two companies in the health sector in Brazil (Hospital of the Faculty of Medicine of São Paulo and Medical IT Business Solutions) and it would be helpful to have MercadoPago as a payment method. Why? Similar
In expensse report i cant see merchant name
Hi, im using zoho books and zoho expenses when i check expenses report on zoho books i cant see merchant name. i can only see vendor name which is empty. when i check from zoho expenses i can see merchant name. Am i doing anything wrong?
Custom Function to create Project and Task from Estimate
I would like to automate creation of a Project from an Estimate or Invoice, and also create a task. I'm assuming I would use deluge scripting language to accomplish this. Before I dig in to writing a function, is it possible to accomplish my objective? If so, is this the best place to get assistance with writing the function if I need it?
Liability account with include in VAT Return is not supported now for this transaction
I am trying to enter a journal entry into Books but I keep getting the following error: "Liability account with include in VAT Return is not supported now for this transaction zoho books" The entry is for a vehicle so includes VAT and the include in VAT return box is ticked in both. Any ideas, this is very frustraiting!
Identifying Profit/Expenses for Individual Orders
I am in wholesale business. I buy agricultural commodities like salt rice etc directly and export. Typically one order consists of Zero rated GST Agri commodity and GST compliant Packaging, Custom Agent, Bank charges etc. So given the background If I get order for 1 shipment of 25 ton rice(1000 bags of 25 KG each). I buy 25 Ton of rice from rice mill. In order to pack rice I need packaging material which is GST compliant. There is Minimum order quantity for packaging. So I buy 5000 bags packaging
Setting to turn off Paying for all invoices in customer portal
We enable our invoices to be paid via authorize.net. When a customer gets an email of an invoice and clicks on the link to view/pay for it, if he/she has other outstanding invoices that were enabled for online payments, there will be a banner that says
Set default payment method
Hello, How can I set the default method?
Balance Payment Due on the Job Date
Booking me requires a retainer, followed by the balance payment on the day of the job. While the retainer invoice due date is easy (upon receipt), I struggle with manually updating the due date on the final invoice. These invoices can be associated with CRM jobs (deals) which are dated, so the date is in the system already. So, how can I make the the final invoice due date to be the day of the job?
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