writing checks
hi - i know payments made OUTSIDE Soho can be "recorded" or "entered"....... but how do you WRITE checks FROM Zoho? using a standard tri-part check remittance form (top part is the check itself, the middle and bottom parts are the vendor's and my remittance
Account for Owner's Draw
I have a single member LLC. I am trying to figure out how to account for owner's draw. Has anyone here done this?
want to know more about sales order and sales management only
Dear sir i try trial soft wear to see how i can menage my sales orders with beach wise and can make part sales from same beach kindly help me if anyone can explain or give me training
Shortcut ls to select dates enhancement
In QBD, one can navigate dates with the following keys: Y - Beginning of year. Pressing it twice will bring you to the beginning of the previous year R - End of the year M - Beginning of the month H : End of the month T - Today W - The beginning of the
Item Price Update Report
Is there a way to generate a report that will show the date of when my items have been updated?
How do I record Unpaid Expense in Zoho Book
Hi Team, I have an query regarding booking of Expense in Zoho now i have purchased laptop and paid additional charges for its Maintainence and care so how do i record the same as i have not made the payment fro the same as soon as i record the transaction
Is SKU is need for a Service Based Items
Hello Team, Is the SKU is needed for a service based Items. Thanks & Regards, Thisai Moorthy.
Purchase Orders / Delivery Address Limitations
Hi Zoho Books team, Your implementation of delivery addresses on your PDF templates is not ideal. Currently, it seems to format the address based on the Organisation Address Format under Preferences -> General. It will then take the data input in the
Cash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
How to restrict the fields in Zoho Books without validation rule?
Hello Team, In Item modules we have two fields 1.Package in Count ,2.Package in Kg. In this cases we need to restrict the user for they gives values for any one field .Package value will be in "Count" or "Kg". Is this possible? We already tried with custom
Shipping on Invoices and Sales Orders
Hi, I want to understand how I should go about charging my customers shipping on ZOHO invoices. I believe that I need to create a line item to do this as the standard shipping field seems not to be included in any GST calculation. My challenge is related
Ledger wise vendor transactions
Dear Sir/Madam, I want to generate one vendor report where it should give me the name of the vendor and infront of that ledger name and the amount. Is it possible to generate such reports or any workarounds ?
Need ability to remove accounts with zero balances from Financial Statements
Requesting that Zoho add the ability to remove inactive accounts and/or accounts with zero balances form Financial Statements. I have old bank accounts that we haven't used since 2017 that are inactive on our COA. However, because those inactive accounts
Get invoices that have a status of "pending_approval" or "draft" Deluge or API
I'm trying to use Deluge "getRecords" with Zoho Books to return a list of invoices that have a status of "Draft" or "Pending Approval". Alternatively, I can use Zoho Books API if better. How can I use multiple "or" search paramters on this request? For
Prepaid Expenses (Long Term)
Hi, I have some prepaid subscriptions that stretches out for 4-5 years. I would like to create these as assets, then at the start of each FY, create an expense that pays out from the account. Since I was unable to put money into the default Prepaid Expenses,
Lack of Duplicate SKU Warning Feature in Zoho Books
Immediate Attention Required Dear Zoho Team, I hope this message finds you well. I am writing to express my concern regarding a critical feature that is missing in Zoho Books, specifically the absence of a duplicate SKU warning during the invoicing process.
Migrate Customer data from Sage Accounting into Zoho
Good day, I am moving over from Sage accounting and would like to know if there is a way to import customer transasctions (ie invoices,credit notes, adjustments payment received) so that if I generate a customer statement out of Zoho the last years transactions
Customization of Zoho Books Dashboard for Tour Operator Services
Dear Zoho Books Support Team, Good afternoon! I hope this message finds you well. My name is [Your Name], and I represent Nexa Tourism & Travel, a tour operator company based in Dubai, UAE. We specialize in offering a range of services including holiday
Format Books item text via API creation
Im creating estimates with the API, is it possible to format the text of the items in the Quote?
Remove Zoho Invoice banner from footer on payment page when customer clicks to view invoice
When we email customers an invoice, they can click to "View Invoice" and are taken to the https://zohosecurepay.com/books/........ where they see the invoice. On the bottom of that page is this message: How can we remove this message in the footer?
Partial Delivery note and partial Invoice from Bulk invoice
Hi, Is there any way I can make a partials delivery note and partials invoice for that delivered item from a master invoice created?
Wrong retail price of items - zoho books
When i add an item to an invoice, the retail price is doubling for some reason. please see screenshot and assist? as you can see in the box, the retail price of the Printer is is R3495 but once its added to the invoice (above in image) the price is now
Searching for Items
when creating a bill or invoice, when i click on a line item and start typing, the search is really bad. it only finds the items if i type it exactly how the item is named. it doesnt let me do partial searches where i just type a part of the item name.
Random invoice no.
I know this may sound crazy for some, but it's there a way to have Zoho Books generate a random invoice no. Thanks Rudy
Custom field on Invoice
Hi all, We are a service company, and when we bill, we have a line item called "IT Services." We enter the service date, start, and end time in the description. Is there a way I can create custom fields and show them as part of the line item? Thanks
Required Fields in Avalara
How can I make the Avalara Tax Code a required field ? Alternatively, How can I add a workflow when the Tax Code is being save as blank ?
AP & AR
Its very difficult to adjust the debtors and creditors account for any adjustment, because it will set only by cash and bank, my question is if client done any payment behalf of our company, after that we are paying to him. then how we will book the purchase
Zoho Books UAE - how and what will be the entry in Zoho books for each line items.
Zoho Books UAE Please let us know how and what will be the entry in Zoho books for each line items. Director is investing - equity in company. Director Giving Loan to Company. Director Getting salary every month being a employee. Director has expenses
create a daily workflow that updates a custom date field to today's date
Is there any way to create a daily workflow that changes a date field in all invoices that have not been sent nor marked as void? We have an "invoice sent date" field that would help our users if it kept up to date.
Function #59: Copy text from customer-level custom field to Terms & Conditions in quotes
Hello everyone, greetings of the day! Today's focus is on addressing scenarios where each customer requires unique terms and conditions. For example, when dealing with international customers, it may be necessary to present the terms and conditions in
Deprecation of Google Drive and Google Sheets connections in Zoho Finance Applications
Dear customers, We want to inform you about important updates to the Google Drive and Google Sheets connections in the Zoho Finance apps. Google has notified us about sensitive scopes within these two connections. As a precautionary measure, we have decided
Automated bill discounts
Although discounts are available on bills, it can be a bit of a chore filling this in on every bill. For those that use this feature a lot, a custom function to automate it is attached below .... ⦁ A custom field is required in contacts for the discount amount, as a percentage. ⦁ Enter the name you choose for this custom field here in the code below. ⦁ You also need to get or set up a discount account if chart of accounts & get the id for it. ⦁ Enter this id here in the code below. ⦁ Enter your organization
Option to make Tags as mandatory for Purchases & Sales
Option to make Tags as mandatory for Purchases & Sales
Using Address Other Than Default When Creating Estimate Through API
Hello, I am making a Creator app that passes information into Books and creates an estimate. Everything is working except this one thing: No matter what value I pass for my shipping address, the organization's default shipping address is placed on the
Banking feed delay
There is a long delay between money coming into my bank and the time it takes ZoHo to fetch that feed. Support informed me that there is a 3 day delay to prevent duplication (although it seems to take longer). This delay is infuriating for me. often we are waiting 3-5 days for a bank transfer then a further 3 days just to match the payment to an invoice. So we are often matching payment a working week late. I have found myself reverting to manual methods as ZoHo is painfully slow at tracking this.
Zoho Books partners with ICICI Bank
Hello everyone! Hope you’re doing great! We have a major update for you. We’ve partnered with ICICI Bank (one of the largest banks in India) to bring accounting and banking together on one platform and introduce the first of its kind integration: Contextual Banking. It is the ability to perform bank-related transactions contextually within the accounting software. Once you set up this integration in Zoho Books, it will help you: Get paid faster by giving your customers multiple payment options
Previous Prices to show up while creating an invoice
Let me start with an example: Let's say, we have an item "A" invoiced to a customer "X", at the system price "P". Next time, the same customer bought the item "A" again from us at a reduced price "R". The third time this customer buys the same item, the
Zoho Books Support
Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.
Prepaid Expenses (Long term)
Hi I have some prepaid subscription plans that runs for 4-5 years. I would like to put them in the Prepaid expenses account. However, there is no option to create an expense that puts the expense in the prepaid expenses account. I want to be able to create
Transactions not flowing into Books from Credit Card Bank
We've been having an issue with Books in that the credit card transactions have not been flowing into Books..and the few that do, go to the wrong credit card. I've been "working" with Zoho support for 3 months (!) and it's still not resolved. Has anyone
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