Invoicing in advance
Hello, We are searching for a solution to the following problem. Every year we bill our students in advance for Band Camp fees. Because this revenue will not be earned until this summer, these items should be coded to Unearned Revenue, however the account
Add a user not using Zoho
As legal services sometimes we need to add a 3rd party - another person out of the organization to attend the hearing or meeting, and we don't want to share our system details to add him to our bill. due to cour privacy of clients' data.
What's New in Zoho Books - February 2024
Hello users! We're delighted to meet you with what's new in Zoho Books from the first month of 2024. Our latest updates bring you highly requested features like the M-PESA integration in the Kenya edition, aging summary in customer statements and other
Earnest Money Deposit - Land
Hello, our company is purchasing a piece of property. We have written a check for our earnest money deposit. How would I go about accounting for that? Also, how do I account for it if we close and don’t get that back (applies to transaction) or if we
Absolutely everything in Zoho Books is broken
Even for Zoho this is an unprecedented degree of fucked-up. See screenshot.
Best practices for financial year-end closing with Zoho Books | Free Webinar (INDIA)
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
Accounting on the Go Series-26: Empower Your Business with Partial Payments in Zoho Books
Hi there! Today, let's discuss the importance of flexibility in business with a focus on allowing partial payments. This feature enhances convenience in your invoicing process, empowering customers to pay in manageable instalments. Consider this scenario:
Syncing Zoho Projects and Zoho CRM with Zoho Books
I've set up the integrations with Zoho CRM and Zoho Projects, however it's creating clones of the accounts/customers - if I set both integrations to Overwrite, what happens ? What details are overwritten and is anything deleted ?
Pay Retainer Invoice with ACH
is there any way for my clients to pay retainer invoices via ACH? This is becoming a problem for us. Currently, we can only figure out how to use it with Paypal and credit cards. We really need ACH payments on retainers. We use stripe and forte.
On the job Estimate
The CRM works quite well offline so I assumed Books would. I need to be able to prepare an estimate in a customers home on the iPad and in the real world we do not always have a data connection. Without data the app fails at every operation. Any ideas
Customer is charging commission on the invoice. How can i deduct the commission amount from that particular invoice.
Hello, We are selling on e-commerce platforms like amazon, noon etc. We are generating sales invoices on the name of these platforms. At the same time, these platforms charges us 2-3 different kind of charges on each invoice. And after deducting the charges
how to refund a deposit to a client's credit card using a stripe?
At the moment I see this way: To partially refund an invoice in Zoho Books, I need to create a credit note for the amount you want to refund and apply it to the invoice. Then, I need to go to the Stripe dashboard and find the payment I want to refund.
Books VAT already included
Im creating Books estimates with the API from CRM. The item I enter via the API have prices that already include the VAT, how do I stop Books from adding VAT at the end? The setting should appear in Sales > Estimate right? Has this something to do with
How to record refund of expenses in zoho books
Hi, i bought a air ticket and recorded the expense in money out. The ticket was cancelled and the fare (after deducting cancellation charges) was credited back to my bank account directly. How can i record the the above transaction?
Tax 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.
Accounting entries for recurring bills or expenses
How i do pass multiple accounting entries for recurring bills or expenses. Right now I see option to manually pass each entry for recurring bills or expenses
TDS on expense
How do i account for TDS on recurring expense like rent. I am not able to see the option.
Need report on TDS receivable Account with break down of TDS Sections
Hello Zoho Please allow us an option to download TDS Section level deductions made for Client Invoices in Accounts Receivables Please do the needful here. Thanks
Which is the snippet code for this workflow?
Hi, we want to create the following workflow: 1. When a quotation is created and the status changes to "ACCEPTED", then... 2. ....auto create a Sales Order with satus "CONFIRMED", or "NOT CONFIRMED" it doesnt matter 3. Then, after the Sales Order is created
ACH For Retainer Invoices
I have ACH setup through Stripe and Plaid, working fine for regular invoices, however Zoho Books is not providing the option to my customers to pay retainer invoices via ACH. I am also not able to charge the customer with a setup bank account account
Accepting ACH payments against Retainers with Forte
Hi, My customers cant pay for their retainer invoices with ACH. This is a big problem for us. Is there any way you can escalate this development? It is a major issue for us.
Zoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns (see images below). These are just using system defined fields but the ability
Searching Zoho Books
How do I search Zoho books, and filter by type? I've categorised everything but can't find a way to filter by type? Thanks
What is an "Active Customer" in Zoho Books?
What criteria is used to determine if a customer is active or inactive, and does it automatically change over time if a customer stops buying from us?
Creating a Chatbott in Zoho Convaraft
Hi Everyone !! I have some questions regarding my business plan .Actually I have a created a Zoho Convakraft Chat Bot Now just want to know . 1. As per understanding their is a certain to transfer data from bot to CRM But I want to send unlimited data
Recurring Reainer Invoice
We are a service company that invoices our clients in 12 equal monthly payments for the expected amount of services rendered. We would generate invoices to post against the retainer, then "settle up" at year end with refund, credit, supplemental invoice, etc. I like the new Retainer module, but how to I bill a recurring retainer amount equally over the 12 months? Or can I use recurring invoices applied to the Retainer module somehow? Thanks.
Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related
Retainer Invoices ACH Payment Option Missing
I don't understand but when I create a retainer invoice for a customer deposit who pays us through ACH, there is no option to charge the ACH through the retainer invoice. How am I supposed to record this payment? If I charge it through an invoice and
Display Name as Customer Account aka Primary Key?
I'm new to zoho and trying to understand Display Name in the context of importing invoices. Usually, I identify a Customer Account ID as a parent primary key when importing invoices. Zoho appears to omit a customer account number or ID from the customer
Need option to BULK Update Location (Reporting Tags) for Journal Vouchers
Hello Zoho Need option to BULK Update Location (Reporting Tags) for Journal Vouchers Please do the needful here. Thanks
Double close real estate transaction
Hi. How should I book a double-close real estate transaction? I buy a property and immediately sell it with a double close. Lets say I buy it for 40,000 and sell it for 50,000 the same day. I wire the 40,000 to the title company and later the same day
Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App
Hi Zoho Books Users! Welcome to another edition of "Accounting on the Go." Today, let's explore how Zoho Books revolutionizes your e-invoicing experience right from your mobile device. E-invoicing has become a vital aspect of modern business operations,
Sales Tax Payable has an opening balance that is wrong
I imported totals from my previous accounting system on 5/15. Under the Taxes settings I had created a Tax Rate called "IA + Local Option" which is 7%. The sales tax payable from my old system was imported that account which would seem to be correct and
The synchronisation between Books and CRM does not stop and already takes longer than an hour
Hello there, the synchronisation was started at 16:21 (GTM +1) and has not yet been completed. I'm starting to worry about what's going on. I haven't received an error message yet, but the sync has been running for a suspiciously long time. When I check
How to update Contact without Delete
Hi Team, I'm trying to update existing contacts in Zoho without deleting the contact person or address. However, the Zoho documentation states that updating a contact requires removing the contact person from the contact_persons list. When I attempt this
WordPress To Zoho Books Integration
Hi there I'm not sure if this is the correct place to discuss this, but I wanted to find if anyone is interested in a WordPress Plugin that connects your contact page into Zoho Books? What it does in a Nutshell is takes the contact fields from Contact 7 and injects them into a new customer record in Zoho Invoice. but before that it also checks if it's SPAM by testing the phone number, message text and the email address validity and if it passes all those tests then it creates a new record. That's
Change invoice template on mobile app
Hi there, I have different invoices set up for different clients. Is there a way to change the invoice templates within the mobile app? It's a bit annoying having to go on the computer to change the template and send the invoice on there when I'm on the
Payable Details REPORT Should also include Vendor Credir Notes as well
Hello Zoho, Payable Details REPORT Should also include Vendor Credir Notes as well Please fix the same Thanks
Need Report on Attachments in all Zohobooks transactions
Hello Zoho Please enable a report where we can see the status / count of attachments for all Zohobooks transactions Please do the needful here Thanks
Shipping address for credit card payments
Why is there nowhere to enter a shipipng address on a customer payment? I see that you can enter a shipping address on the portal... but that is not associated to a specific payment or invoice. This seems like something that should be standard and also
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