VAT for 2 companies
Hi, I'm VAT registered If I setup 2 companies in Zoho books can the VAT from each be collated from the 2 companies into a single VAT return? The UK .gov website says:- " We are only able to accept one VAT return submission for a return period. As such
Accounting on the Go Series-33: Effortless Invoicing: Recording Instant Payments within Zoho Books iOS App
Hello everyone, Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving
Flag invoice
Is it possible to 'flag' and invoice. Sometimes we might quote for a new piece of equipment after a service call. The service call will raise an invoice which is due after the visit but we will void it if the customer goes for the new quote. We also occasionally
Import Sales Receipt in Zoho without Admin premissions
I need to be able to provide my accountant ability to import sales receipt without Admin premissions assigned. Is this possible! Right now when i try it says the user does not have permission to import sales receipts
Item currency
I can't find how to change an item currency. There are items I sell only in specific countries, so the price is always in those countries' currencies, and not in by base accounting currency.
No payment options appearing at the foot of invoices.
I have set up and activated a Stripe payment gateway, but there are no payment options appearing in invoices that I create. The words "Payment Options" appear at the foot of the invoice together with a greyed-out credit card symbol - but there are no
Is it possible to erase everything to start over on Zoho books ?
Hi, I've started to import my accounting since 2012 that was on an different system, and i've made a lot of import mistakes. Is it possible to start on a fresh database so that the invoice numbers correspond with the original ? Kind regards, Sidney
Zoho and Avalara - Marketplace Order Handling
Hi, we currently utilize the Zoho Books and Avalara connector to extract transactions and track taxes in AvaTax (Avalara). As it currently stands, our marketplaces, (Etsy, Amazon, Walmart), are directly integrated with Zoho for order fulfillment. Somehow
Line Item Description - Line Breaks | Deluge
Hi, I'm trying to update a line item's description and cant figure out how to add line breaks. If I get an existing line item's description with line breaks, I can see that they are set as the regular "\n" (As this is a JSON). But, when I try to insert
Filter Invoices by Custom Fields
I need a list of invoices in Zoho Books based on the value of a custom field - all invoices with a value of 35 in the custom field. This is my current code: sOrgId = organization.get("organization_id").toString(); CustomF = Map(); iValue = 35; CustomF.put("customfield_id","2575294000004994047");
Zoho books custom function
Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");
Change Status of Approved Purchase Order to Issued after via Work flow
I have created to issue or send approved purchase order via a workflow, work flow is working fine but now i need to update the status of Purchase Order from approved to Issued once this work flow is initiated. Please let me know how can i do this using
unknown server being used for mailing out invoices.
Hi, I have noticed that some of our zoho books invoices are getting bounced by our customer's mail server. I have found that our invoices are being routed through a server at: sender201.transmail.net. This was discovered using mail-tester.com This server doesn't match anything in our mx or tx records for our domain. This is causing many of our customer mail servers to reject our invoices. Any help would be greatly appreciated.
Migrate from Rounded accounting to Zoho books
Has anyone had experience migrating from Rounded to Zoho books? I can't seem to find how to export the invoice data. Can only migrate, client info (did ok), and income and expense report did come migrate well. thanks in advance
Assigning a default expense account to a vendor
I was wondering if there is a means to assign a default expense account to a vendor so that the expense account automatically populates when creating a bill? If not, are there any workarounds I can try to help me on this front? Thanks!
Manual categorisation of bank transactions
Good Day I am hoping someone here can assist me. I have a lot of catching up to do with some bank transactions. I imported all my bank statements manually. Where possible i created a rule to have the transactions auto categorised. However there are some
Invoice Notes font is fine on preview but incorrect when printed
Hi On invoice preview the notes field with banking details is the same sans serif font as the rest of the invoice. When I print it, the notes field come out in a serif font (I think Times New Roman). This looks unprofessional. I have tried to recreate
List of Placeholders available for email Templates
Is there a document or help file that shows ALL available Placeholders that can be used in the email templates? We have found that there are additional Placeholders that can be used in templates that are not listed in the Placeholders list. For example
Invoice Item Charge Calculation
My company provides medical billing services to medical practices and normally invoices for a share of the "total collected revenue" from the previous month. Example: Medical practice had gross receipts in a month of $100K. Our agreed upon rate is 5%.
How to create a Bill [Zoho Books] by forwarding an email attachment into Books?
Hi, I am working in setting up a basic Account Payable process. I would like bills to be sent to an email address and automatically create a bill for fulfillment. Is this possible?
Zoho Books email notification.
Hello everyone, I was wondering something and can't seem to find an answer or a way to do it. In Zoho Books when you make an e-mail notification for example for quotes. When you manage the template, you need to select a from address. If you leave it blank
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
Required Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.
How to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to create
Limit of the number of expenses on the free plan
I have a question regarding the expense limit on the free plan, and I would appreciate some clarification to ensure a better understanding. Is the 1000 limit on the number of expenses in the free plan per year? Although the question in your FAQ seems
automation taxe new troubleshooting
i have selected the new automation taxe the error message says 11 659 clients don't have the address correct. It is cause when we create a client, we don't put the province. then the automatic taxe selected is the one just for canada. how to skip to have
Payments has been disabled for your account. Please upgrade your plan to enable this feature.
Hi, Does anyone know why I can't record bill payments after upgrading from Free to Standard plan? It's a basic bookeeping feature, does it require Pro plan? Thank you
bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want
Zoho Payment - ACH
hello, can we also do ACH payment for invoices with your new Zoho payment option? Meaning collecting money from customers by ACH, instead of credit card?
SHOWING ENDING DAILY BALANCE
Is there a way for ZOHO to show ending/running daily balance on the bank/petty cash accounts?
Billing by family in BOOKS
We run a primary school, and up to now each individual student has had their own customer record. This means that for each school term, an individual invoice is produced for every child. With multiple large families, we want to switch to generating a
How to record a chargeback transaction in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
Bank transfers in Zoho Books
When we transfer money from one bank account to another, there is a delay of one day between the withdrawal and the subsequent deposit. So, the withdrawal and deposit happen on different days. Is there way to show these two dates as different dates for
Credit card in zoho books
I am not sure how to record the expenses paid with the credit card. This is my doubt. If I record the expenses selecting CREDIT CARD as a paid trhough I see that the bank balance doesn't move. So I think that at the end of the month when I receive the
What's New in Zoho Books - March 2023
Hello users, We are back with yet another set of features and enhancements designed to streamline your accounting processes. Let's take a quick look at what's new this March: Tax Deducted at Source [Global Edition] TDS (Tax Deducted at Source) is a mechanism
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAIL
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAILS
Bank Transaction dates (not invoice dates)
I do my accounting on a cash basis and ideally, bank transactions would appear with the date that they occur. However, if I match a bank transaction with an expense invoice, then the bank transaction date is updated to the date of the expense. So for
Please ensure that JSONString has less than 100 characters error
HI there. I am getting an error when trying this example: {"code":15,"message":"Please ensure that JSONString has less than 100 characters."} https://books.zoho.com/api/v3/items
?authtoken=******************
&organization_id=************
&JSONString={
"name": "Hard Drive",
"description": "500GB, USB 2.0 interface 1400 rpm, protective hard case.",
"rate": 120.00,
"account_id": "460000000000388",
"tax_id": "460000000027005"
}
Reconciliation: Clients' Payment Dates vs. Funds Transfer Dates
I have an issue when reconciling credit cards (cc) and bank accounts. When recording clients' payments, the payment date is the date obviously used. As a result when I reconcile a cc or bank account, this poses a problem.... e.g. When PayPal or Stripe
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