Default Exchange Rate
When transactions between base currency and foreign currency in Books are added programmatically, an exchange rate of 1 is assumed. It seems like it would make far more sense to have the default exchange rate be whatever Books already has internally forEarly Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. MakeTax Deducted at Source is to be booked when the invoice is booked.
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the following month but as per zoho books we can book TDS receivable only at the timeHow to Make a single invoice for multiple branches of a client?
I have a client whose business branches are spread over a country and we are asked to generate a single invoice for the headoffice, detailing the specific branches where we rendered our services and goods as well. Moreover, some of branches are situatedSo the basic plan is being phased out?
So it seems the new pricing is phasing out my basic plan which I use to allow timesheet access. I am ok with the customer count for it and other features. It seems according to the pricing that I will be forced onto the professional plan for $40/mo?Client Cannot Access Her New Portal: Cookie Is Disabled (But Is It?)
Hello, Has anyone run into a problem with clients unable to activate their portals because they cannot set their own password? I started using Books a few months ago and only created about 20-30 portals so far. Most seemed to work but 4 people told meImmediate Webhooks not firing in a timely fashion.
Hello, I have a webhook setup to fire "Immediately" on an invoice being created or edited. Testing this recently though, I've noticed the webhook does not fire in a timely fashion. For instance, I created an invoice over 5 minutes ago and the webhookReport inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, theWhat's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected withZoho Books as a POS(point of sale) software
With barcode integration and sales reporting, zoho books can be used as a point of sale software. But Zoho Books integrates with Square Register for point of sale, why that if it stanalone has all the features of a POS software?Update Item Purchase Rate with last Purchase Bill price
Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom function to accomplish this? Can someone guide me to a workaround? Our business isCustomer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, theyPaying back owner's investments
Hello, I'm fairly new to Zoho and accounting and I wanted to make sure I had this right. How do I record an paying back an owner's investment in their own business?Create Customer Credit note
My role is Finance Manager, While creating customer credit note, rate column is not editable. My administrator which one to select to get access for this.What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchBanking - User Roles - Access To Single Bank Account
Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts available in Banking section. If not available, please confirm if this will be implemented in the near future. Thanks & BR BMCustomer Statement Templates
Hi In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene#6 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the sixth edition of the Zoho Books Digest. Here's what we are presenting to our community members this month: Feature Spotlight This month, we are highlighting the 'Branches' feature in ZohoAvalara Sales Tax integration - AVATAX
Just wondering if anyone else is having troubles with this integration? Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction. This caused a huge price adjustment billed to us by Avalara within a month of us signing up. And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix. Zoho is aware of the problem, but slowZoho Books Invoice Update API
Hi there, I have been trying to update invoice in Zoho Books through API once the invoice is sent to customers but I received the error message like "{"code":110701,"message":"Please enter the reason for updating a sent invoice."}". I had a look at Zoho Books API but I didn't find any field to enter reason for same. Could you please let me know which field to use.? ThanksUPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoiceongoing bank sync problems
My bank feed broke May 14th 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 theySecondary units for quantity in Zoho books.
Hi there, I sell plywoods of various sizes that are measured in sq.ft (square feet). So, my pricing and quantity units are also based on sq.ft - Ex: Rs. 100 per sq.ft. Now, I like to track my inventory and sales in terms of "number of plywoods" also,HOW TO RECORD EXCESS AMOUNT OF CREDIT REFUND
Dear Team, We have issued a credit note of 25,339.70 to VENDOR AL BAZZAM but they transferred more which is 26,466 so how to record the excess amount of credit refund? Which is 1,126.30?Job Costing
Dear Zoho Books team, We are using Zoho Books, and it is a great product, however we are stuck in something and hoping you can help us in it. Our company carries out around 500-600 jobs per year, and we need not only to send Estimates/Sales Order / InvoicesBasic Flaw: Unable to add item MPN number to purchase orders!
I've been testing Zoho books for a migration from Quickbooks. Not going well so far!! I've found a such a basic flaw that it beggars belief. All items have a system field called "MPN" which is the manufacturer part number. However it's not possible toZoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. ThanksSKUs for Invoices, POs, etc.
It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is availableGerman Accounting SKR03 / SKR04 needed / Datev Kontenplan
Dear Team, for German accounting its necessary to have the DATEV Based account plan called SKR03 or SKR04, bases on this account plan everything ist manged in German accounting and most important with the tax office. We need an integration of SKR03 andTransfer Amount from One Vendor to Another Vendor
One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, ButGerman monthly Accounting / monatlicher Export von Eingangs und Ausgangsrechnungen über Zoho Books / Deutschland
PLEASE COMMENT WHEN YOU HAVE THE SAME PROBLEM Dear Users, Dear Team, for german Accounting we need to export every month ALL incomming Invocies and ALL outgoing invoices as PDF File! All Documents are in ZOHO Books, but there is no option to export theTips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can helpIs it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don'tACH Payment Do Not Mark Invoice Paid
I recently switched to Zoho from QB and I like the simplicity and the price. But after I setup ACH via Authorize.net I noticed that my customer pay for the invoice, I receive the notification from Authorize.net that the invoice was PAID, Zoho detectsSales orders custom views
There is only "Is" available in the filter fields ? We need "Is not" so we can filter out sales orders that haven't been invoiced etc please !Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late feesPrepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, whichMollie Connect in Zoho Books
Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers? More info: https://docs.mollie.com/oauth/ovCategorize 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, InvoicesCouldn't find Round Off feature - Need Bill-Wise and Invoices-Wise - NOT Global
Hello, I could not find basic Round-Off feature while creating Purchase Bills. Is it somewhere hidden and needs to be activated. If not, kindly make it available Bill-Wise (to be available for each Bill) and NOT as Global setting. There are suppliers who create Bills by Rounding Off the Total amount to nearest whole number, as well as there are Suppliers who create and send the Bill as it is, and without Rounding Off the Final total amount. So we need this Round Off option to be available as "CheckNext Page
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Announcements
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. MakeWhat's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected withWhat's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchTips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can helpCategorize 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, Invoices
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What's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected withZoho Finance Bug: Books Inventory Summary Report does not show DATE when Printing or Exporting to PDF.
I'm running an INVENTORY SUMMARY report. When viewing within the app the date shows but when I print or export to PDF no date is included. Makes it difficult when you print out reports... you have to hand write the dates!German monthly Accounting / monatlicher Export von Eingangs und Ausgangsrechnungen über Zoho Books / Deutschland
PLEASE COMMENT WHEN YOU HAVE THE SAME PROBLEM Dear Users, Dear Team, for german Accounting we need to export every month ALL incomming Invocies and ALL outgoing invoices as PDF File! All Documents are in ZOHO Books, but there is no option to export theZoho Books Reports: Inventory Summary Reports - Add Item Category as a Column & Make Item Name a link to its product page
I run inventory summary reports frequently. All our items are assigned a category however the category does not show as a column. It would be hugely beneficial to have the Item Category as a column rather than lumped in with the Item Name. If you "groupSo the basic plan is being phased out?
So it seems the new pricing is phasing out my basic plan which I use to allow timesheet access. I am ok with the customer count for it and other features. It seems according to the pricing that I will be forced onto the professional plan for $40/mo?
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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