Singapore DBS Ideal & Maybank2u Connecting to Zoho Books
Hi, I have been trying to search for the answer here in the community about connecting Maybank corporate and DBS Ideal Corporate bank a/c to Zoho Books but to no avail. Here are the screenshots of the error I got while connecting Maybank2u using my corporateFrustrating integration between EBAY_US and Zoho Books through Zapier
Hi, I'm having a hard time binding ebay_us and Zoho Books through Zapier. Create Customer doesn't provide a currency field. It just assumes it's EUR. 100% of ebay_us sales are made in $ Create Invoice: Purchase order isn't listed, I'd like to populateOnline Checkwriter Integration
I recently signed up with Online Checkwriter to print my own checks on my printer. Under the integrations tab in Online Checkwriter, it claims that it integrates with Zoho Books. I even went through their process and "connected" it to my Zoho Books.free version
We have opened Zoho books for a small company. I see the pricing is free. However it says that the free version is expiring? How do we use the free version?Are automated bank / credit card feeds permanently broken?
Hey there So I am moving from Freshbooks to Zoho books. I have moved most things and are generally happy. However, FB automated feeds worked pretty well, but one issue I found was a failure that caused me some extra manual transaction work stitchingWhat's New in Zoho Books - October 2021
Hello, As the last quarter of the year arrives, we are back with yet another set of updates to make your accounting simpler. Let's see what's new this October: Connected banking with HSBC (India) We're excited to announce the HSBC connected banking integration,Invoicing a Project for Hours by Tiered Rates
Need the ability to invoice for a project by hours by tier. Ex: The first 100 hours of the project each month are billed at a rate of "X". The next 20 hours are billed at a rate of "Y" and anything billed over 120 hours are billed at an hourly rateHow do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too withHow Do I Change Business Location
Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? ThanksHow to track class in Zoho!
Does Zoho track class accounts like quickbooks does? I have several buildings within one account that I need to track the expenses on each building and not sure how to do it. If so how do I do it?Checks From customers, How to manage?
Hi, In vendors payment one could use the checks method to stay on top of cash flow, What about a Customer Payment Via Checks and what about Offline Checks Received from customers?Zoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,Payroll and BAS ( Australian tax report format )
Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin MitinAnyone else experiencing broken RBC Canada bank feed ???
Hi all, It's been 2 solid weeks now (Sept. 29th) that the RBC Canada bank feed stopped working in Zoho books. Despite 2 support chats assuring me that the matter was forwarded to the 3rd-party handling company (Yoodle??), nothing happened and it becomes a real PITA to reconcile the bank account in my Zoho Books.. Every single entry has to be done manually instead of being matched or automatically created. Hey Zoho, I'm a paying customer and this is not acceptable! please fix it ASAP!. I can't waitCan we have predefined estimates or estimate templates?
Hello, all of our estimates always include positions like: - planning - montage - electric installation - maintenance An estimate for package A includes following positions: - material A - appliance A - planning - montage - electric installation - maintenanceBank Feeds for ICICI have been broken for over 3 weeks
We've been using Zoho for a few years and hoenstly, this is the first time that we're so disappointed in the way things are being handled by your support. It is unfortunate that after having mailed support for over two weeks now, the bank feeds for ICICIInventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item isBranch Accounting - Zoho Books
Bank payment posting from one branch to another branch in case of non-customer and non-vendor cases, eg payment of expenses posted to General Ledger, payment of liabilities eg tax etc are posted to GL and Bank with same branch what we selected insteadUsability: "Add another line" Hotkey & Sale Line/Entry Customization
Hello, I'm not sure if hotkeys was on the to-do list, or implemented based on one of my suggestions, however the new hotkey feature is a great addition! However, since the "enter" key submits forms in Zoho, there is no easy key to "Add another line" inCan you upgrade
If I go on a $0 plan because I am just a start up business and in 12 months start making more than $50,000.00 AUD per year can I upgrade to a paid plan in the future and not lose any data while upgrading plan.Client Portal Customization
Hi, We would LOVE to be able to customize the Client Portal by adding additional buttons to the portal dashboard with our own unique links outside of Zoho. We have other client portals and want the ability to house all our client's links within the Zoho Client Portal so they can access everything from one place. A step further would be the ability to create several templates of Client Portal and have the ability to assign specific Portals to different clients. For example, if 5 our of clients justWill Zoho books ever have payroll?
I see posts from 3 years ago and Zoho Books still doesn't have payroll, this is its biggest con in comparison to our other accounting software options. We use Reports and the CRM, we would like to integrate everything with Zoho and this is holding us back!Restrict User Access to Item Rate
Hi All, The problem I'm having is that even when selecting user permission to view items, users are still able to edit the item rate within estimates and invoices. Is there anyway to restrict this so that it can't be used as a work around discount? AnyHow to HIDE item COST to set of users / role
Is it possible to hide item COSTS to a set of uers? I do not want users viewing cost of items. I currently use zCRM and this is possible. I don't see where it's possible with the "more advanced" zoho books! I've been doing lots of testing on a migrationZoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks. However Zoho books places the sender address on theROUNDING UP THE TOTAL to the nearest rupee in GST INVOICE
Hi, I would like to know if its possible to round off just the final total after all taxes to the nearest higher rupee in the invoice?#8 Zoho Books Digest
Hello Readers, Hope you all are keeping well. We are back with the 8th edition of Zoho Books Digest. Here's what we have in store for our community this month: Upcoming Webinars E-invoicing in Saudi Arabia: How can Zoho Books help? E-invoicing is comingERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message ProductTags for Manually-Entered Transactions - UI Behavior on Pressing 'Enter'
This morning I noticed an update to the interface, which makes it possible or easier (not sure which) to apply tags to many transactions entered at the account level. That's a great improvement, and I think many people will benefit. What isn't so greatINVOICE DONT HAVE AN INCOME ACCOUNT FIELD TO POST TRANSACTIONS
INVOICE DON'T HAVE AN INCOME ACCOUNT LIKE THE EXPENSE ACCOUNT FIELD IN THE EXPENSE MODULE. PLEASE CAN YOU TELL ME WHAT TO DO TO ADD THIS FIELD AND FUNCTION TO POST IT TO THE RIGHT INCOME ACCOUNT. THANK YOU VERY MUCHUnable to link existing invoices / bills to project
I created a new project under an existing customer and initially set up the billing method as "based on staff hours". The project scope changed and I did not enter any timesheets or billable hours under the project. I used a 3rd party subcontractor toTax inclusive discounts
Good morning, I don't understand the way you apply discounts on invoices. I have an item at 6700 yen, I'm giving a discount of 2500 yen. So it should become 4200. But it becomes 4000yen... I understand why we come to that result, you consider the discountInvoice Payments categorization & Payment Gateway service charges
How do I settle/treat the following transaction categorization scenario in Zoho books? 1// I sell my services using a payment gateway to Customer A for Rs.100, Customer B for Rs.200 and Customer C for Rs.500. Each of them is invoiced for the respectiveWhy my recently created invoices in this month (Oct 04) are showing as profit when I run the Profit and Loss report, but the invoices hasn't being paid yet?, same with previous months.
Why my recently created invoices in Zoho Books in this month (while is only four days (Oct 04)) are showing as profit when I run the Profit and Loss report, but the invoices hasn't being paid yet?, same with previous months. In my type of business I canSingapore DBS Bank
Is there any schedule corresponding to DBS of Singapore?Introducing Price Lists in Zoho Books
We've introduced Price lists in Zoho Books. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency and associated with customers. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down prices (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates forTax Deduction at Source (TDS)
Hi, Could you tell how to record TDS on Zoho. My business involves contracting labour work and all job work payments needs to be tax deducted at source in India. Thanks.Inventory Asset Value in Inventory Valuation Summary report
Hi, I would like to know how is the value for column Inventory Asset Value calculated in Inventory Valuation Summary report in Zoho Books? If answer to this question is - (unit cost) * (stock on hand); then my next question is - From where do you getDepreciating the assets in books
How can I record the depreciation of assets using zoho books? For example, I purchased laptop for 1200 $ and paid it through my bank account. 1000 $ asset gets added under laptop category. I judge the life of laptop as 2 years, which means my laptop value"valid paid through account"
Hi, Per the screenshot I am required to enter a valid paid through account but I cannot see where to do this? JonNext Page
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Announcements
What's New in Zoho Books - October 2021
Hello, As the last quarter of the year arrives, we are back with yet another set of updates to make your accounting simpler. Let's see what's new this October: Connected banking with HSBC (India) We're excited to announce the HSBC connected banking integration,Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesWhat's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to yourAuto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Books. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic#7 Zoho Books Digest
Hello everybody! We are back with the 7th edition of the Zoho Books Digest! Let’s jump right in and take a look at all the new features, announcements, and customer stories we have in store for you. Feature Spotlight In this edition of Digest, we would
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What's New in Zoho Books - October 2021
Hello, As the last quarter of the year arrives, we are back with yet another set of updates to make your accounting simpler. Let's see what's new this October: Connected banking with HSBC (India) We're excited to announce the HSBC connected banking integration,Customer overpayment
Hi, I have read through some of the threads on overpayment but I'm still not sure what I should do in my case. I have a regular client who has accidentally paid his last invoice twice. He is happy for me to retain the additional funds as a credit to him.For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?
We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "PayWhy my recently created invoices in this month (Oct 04) are showing as profit when I run the Profit and Loss report, but the invoices hasn't being paid yet?, same with previous months.
Why my recently created invoices in Zoho Books in this month (while is only four days (Oct 04)) are showing as profit when I run the Profit and Loss report, but the invoices hasn't being paid yet?, same with previous months. In my type of business I canHow to jump from an invoice into the customer record for that invoice
We have a lot of customers, some of them, unfortunately, have the same name. If I am in the invoice module and I am viewing an invoice, how can I easily jump into the Customer record that is tied to that invoice? I don't want to have to go into the "Customers"
Sticky Posts
Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated on everyZoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integrationWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda : https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
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