Convert cash account to bank account
Hi, I set up a couple of cash accounts and now realize that it would have been better if I had set them up as manual bank accounts (in order to view the registers through banking and reconcile the accounts). It doesn't appear that I can convert the account
ongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do call
Change from Estimates to Quotes
Hello - In our business, we rarely provide Quotes - we mostly do Estimates. I already have Zoho set up the way I want for the Estimates and Quotes. I will not be changing the name from Estimates. Is there a way to get the little megaphone to disappear
Identifying historical payments
We are suffering the damnations of our own folly. We started as a small NGO and used the bank journal as our accounting, along with "please send Bob 25 EUR for such and such" messages to the volunteer who sent out the money. We're growing up and making
Email notification if line items are added or changed in Zoho Books Sales Order
Anybody knows how to setup an email notification if an agent updates or adds a line item on a Sales Order? For example, original Sales Order contains SKU #1 but agent changes it to SKU #2, is there any way to send email notification that the line item
Urgent: Assistance Required with VAT Return Filing on Zoho Books [ Im stuck, need assistance ]
Dear All, Our previous accountant utilized Zoho Books to submit UAE VAT returns for the following periods: - Q2: April 2022 to June 2022 - Q3: July 2022 to September 2022 - Q4: October 2022 to December 2022 However, our accountant failed to utilize the
receivables
Hello, There is some issue regarding the receivables the amount of receivables does not reflect the payment received or the invoices marked as paid. Is there any bug or am i missing something? please help & solve this. Thanks.
Manually Excluded transactions
How can Manually Excluded Transactions in Bank statements be deleted without deleting bank account itself. Because all the time it shows that in order to eliminate manually excluded transactions, bank account should be totally deleted. Please give your
Urgent Request for Proforma Invoice & Transaction Level Discount Features in Zoho Books UAE version
Dear Zoho Books Team, Our business has been a user of Zoho Books for the past four years, and during this time, we have consistently requested the inclusion of Proforma Invoice and Transaction Level Discount features. These functionalities are crucial
Can we take item/Brand/ Group/customer wise ROI report in zoho books
Can we take item/Brand/ Group/customer wise ROI report in zoho books
USD payment into WIO bank
How can I do USD payment into WIO bank?
How to see which invoice is using a specific Invoice Template in Zoho Book
I'm trying to clean up our rarely used Invoice Templates. To do this I have to remove them as a selection from all invoices (otherwise you will get an error " template is in use" My question: How do I find out which invoice uses the Invoice Template in
How to show an expense that was purchased with personal money
Hello, Items were purchased with personal money before we created a Zoho Books account. The items are also to be added as an expense as well. How do you create an expense without having to allocate it to your bank account or undeposited funds? Also how
Adding a payment plan with determined number of instalments and Zoho CRM integration with Custom Module
Hello! I would like to know how I can add a payment plan in Zoho Invoices that will automatically send due invoices when the time comes and then track them if not paid. In addittion, I would like to know if I can populate the information for these instalments from Zoho Forms or a Zoho CRM custom module. Description of case study: Once we confirm a sale, we have to send invoices in agreed instalments and known dates; but always in the future. The number of instalments and amounts vary depending the
Mass Conversion of Sales Order into Invoices.
My Sales orders have a Custom Field that I have called "Reference #1" that field has a unique code, that code represents a purchase order that I have placed. I want to know if there is a function where I can tell Zoho Books to convert all the "Reference
Zoho books API Authentication
I Have created self client with below Scope ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoBooks.fullaccess.ALL,ZohoCRM.change_owner.CREATE And also i generated Auth token using. https://accounts.zoho.in/oauth/v2/token? I am able to access all ZOHo CRM
Reimburse an expense paid by someone else and show it on their account
Hi, I manage the accounts for an apartment complex (condo). The owners pay annual common fees for the running of the complex. Sometimes, an owner will pay for something and then either want to be refunded or have the amount credited against their common
Discount
How can I apply a discount(15%) off on a estimate or invoice in Zoho Books?
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or i
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or item-wise for the given time period.
Mandatory Sales Person field
Not sure if this is new or if I've just missed it before, I did make a request quite a while back.... Sales person can be made "Mandatory", though it's not in the place I'd expect it - in General preferences, next to "Add field for Sales person" ! It
VAT is not getting deducting by auto
I have updated my ZOHO Books with VAT details but when i process for making quotation, it is not showing there. I mean the system does not show any VAT deduction which is 5%. Can someone guide me how to solve the issue. Thank you.
Chart of accounts & accounts
Is there an option that when I change the language it changes the account names as well so that I can generate accounting statements (Chart of Accounts - Trial balance) in two languages (English and Arabic)
Retainer Invoice with Tax and QR code
Hi I am from Kingdom of Saudi Arabia. Many of our customers require the Retainer Invoice/ Advance invoice along with Tax and QR code. Unfortunately ZOHo books dont have the same at presetnt. Can anyone let me know how can be done.
Linking an accounts from chart of accounts to invoices/bills
Whenever i make a sales invoice, the journal entry shows inventory account as debit instead of cost of goods sold as debit. How can i change that? please help
Global Picklist in Zoho Books
I have recently had a situation where it may be useful to categorise revenue and expense based on where they were generated in the business. Kind of like a "cost code". Ideally this would be a custom picklist field which could be selectable on most books
Flag or prevent overspend on Purchase Orders
When using Purchase Orders the system will prevent you from raising bills which have a quantity greater than the respective line item on the Purchase Order. This is great! However, if the quantity is correct but the amount (cost) is increased, the system
HSN code not showing in invoice copy
Hi, HSN code is not showing in invoice copy even though its enabled in the ITEMS settings. Kindly help
Void Invoice
How do I void a customer's invoice if the period has been locked? I don't want to open up the period because the Accounts Receivable balance has been reported for the closed period and I do not want to change that number. Creating a credit memo against
Count Inventory Items on Invoices
Is there a function for me to add the inventory items in a custom field of the invoices, which only adds inventory items and not services, Example; I have an invoice with 54 items, 50 are inventory and 4 are service charges. I want a function that makes
How to print complete books of account after Fiscal Year closure?
Hello, Our CA required a PDF copy of the complete fiscal year books of accounts (All Ledgers, Annuxures, Income/Expense and Balance Sheet) for submissions. How can we do this in single request or please let us know the steps to complete this? Thanks,
Where is the sent email from Zoho Books?
Hello, We have the CRM, Zoho Books, Zoho Mail and other Zoho apps. When I send an email from Zoho Books, whether with an invoice, a payment reminder or payment received notice/thanks, it seems to disappear afterward. It's not in the Sent folder of my
Latest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_Webinar
Negative opening stock balance and Value
While migrating from sage to zoho cannot enter negative opening stock balance and value. Please consider this and give me a solution.
Logo showing as a broken image in emails
Hi, I have just noticed that my email notifications are showing the %OrgLogo% as a broken image link yet my invoices are using the logo fine. Please can you advise how to fix this as this makes my emails look sloppy and unprofessional? Many thanks
Deleted Custom Fields Are Incorrectly Counted Against Custom Field Limits
We only have 1 custom field that is a "Percent". However, as shown in this screen shot Zoho thinks we have three. Please fix this so that we may have the correct about of custom fields with a type of "percentage". The fields were forced deleted prev
Zoho Books API to validate GSTIN
Hello, While using create customer API in Zoho Books, will the GSTIN be validated automatically? Or, Is there a separate API available in Zoho Books to validate the GSTIN after / before creating the customer. Regards Prince.
We’ve fine-tuned Zoho Books under the hood
Lots of us have multiple tabs open & it's a pain to have to refresh every one individually, it's a simple task to refresh all instances of open Zoho tabs with one click !.....
Round off/adjustment field required for GST bills when entered as expense
At times the round off done by a vendor is negative. How would we enter a "-" adjustment bill total when recorded under expense not Bill.
Cash Entry in Expenses.
We are in partner company. i have purchased one Bag for my company and paid trough cash by myself. How can i add those expenses by categorized. and Also can it shows me that i have to take that amount from company account or can i categorized that thing
Cheque Bounce in Banking
I have received a cheque of a customer of amount suppose 5000/- and the cheque bounces. Additionally bank charged bounce fees of 300/-. Now I have uploaded statement manually in zoho banking module and the entries of cheque incoming and outgoing with
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