Change of Billing period from monthly to yearly
Hello, How can we change the billing period of Zoho Books from 1 month to a year? Thanks, Kristina
How do I call the Year and Month in the Invoice Number Prefix?
As mentioned in the subject, how can I do that? I was aiming for this format> 2024-02-2501 where 2024 - year 02 - month 2501 - starting number
How to track reimbursement between business and personal bank account?
How do I go about recording a reimbursement when I’ve transferred funds from my business bank account to my personal bank account for a business expense (equipment and manufacturing supplies)? The expense was made on Dec 30 2023. The transfer was made
INVOICE TEMPLATE ITEM TABLE LINE SPACING
how do i remove the line spacing between items in Item Table i can only put 6 7 items max in a a4 size page normally i make a invoice of 16 items quickbooks doesnt have line spacing and sage has a addon for customizing your invoice Please solve this problem
Where to find total shipping charges we received from customers
Hi may be this is silly question but I am not accountant I am using Zoho for my small online business accounting and still learning when we create invoice we have shipping charges not as item but at the bottom of invoice . in my business we collect shipping cost fom our customer so it comes as money in flow but when we ship their product we pay shipping cost (the amount we collected from our customers) to our shipping partners. now I have to file that shipping expense and I am looking for the
Generating an expense report with inclusion of receipt images and attachments
How can one generate an expense report PDF file which also includes all associated receipt photos/images/pdfs for each expense item?
Accounting on the Go Series-18: Seamless Workflow-Automate Retainer Invoice creation in Zoho Books
Hello Zoho Books Users! In our pursuit of making your financial processes more streamlined, let’s explore a feature that adds a touch of automation to your invoicing experience. Picture this: You're a business owner consistently sending out quotations
Change Custom Status Using Custom function
@Pheranda Nongpiur @Christopher @Shyam Sundar S Can you help with codes to change the custom status for sales oder in Zoho books ?
I need Zoho Books to integrate with our Shopify store!
In addition to our local business we have a store online through Shopify. We have to manually setup a new customer and record the sale in Zoho. Is there an integration in the works that will capture the Shopify data so we are not falling behind with
Vendor or Service Provider's agent
We book air tickets through travel agents. The bill is received from the airlines while the payment is made to the travel agent. How do we account for this? What are different accounting entries we need to pass?
How to Creating Invoice from Earning Commission through SBI Life Insurance
I am the SBI life insurance agent and i am earning commission from policies. and i am also GST certificate holder. i don't understand how to create a invoice for my earning commission. i have share my excel file details with you this is my commission
Outgoing Donations in Zoho Books
Hello Zoho team, Please advise how we record outgoing donations from our company to NGOs we work with. We receive an 80g exemption certificate for the donation. How do we record this in our books to claim the tax rebate? Regards
Powered by Zoho in footer of invoices
I don't see a way to turn off the Powered by Zoho in my Zoho Books invoice template. How can I turn this off? I am a paying customer.
Old dues from the past fiscal year are recorded with the current date.
Dear Zoho Books Support Team, I trust this message finds you well. My name is Mahboob Khan, and I am a user of Zoho Books. I am writing to seek clarification and assistance regarding a specific accounting scenario that I have encountered in the platform.
Zoho Books/Invoice: can a custom invoice template be created to remove the line items automatically added from projects?
We always change the line item amount to zero in order hide lines that were automatically added from projects. We do this as we never show them on the invoice, we manually add the hours in order to better format and group them. Can a custom invoice be
SoA (Summary of Accounts) sending to a different than the main customer email address
When I want to send to a customer a Summary of Accounts from Zoho Books how can I assign it to use another email address e.g. from a custom field that we use at the Account in Zoho CMR (Finance email), instead of the one that it is offering now, which
Invoice customiztion using HTML
Before now, I was able to create custom template using HTML, but now if i click to edit a template, it brings out a selection table for me to select. Please how can i access the HTML editor for template customization.
Increased PayPal Fees After Upgrade in Zoho Books - Anyone Else?
Hello, I recently upgraded the PayPal connection in Zoho Books and noticed a change in the transaction fees. Previously, I was charged a flat rate of 50 cents per transaction, but now it seems I'm being charged PayPal's standard fee for each transaction.
Zoho Books API pull data into Excel
I looked at the Zoho Books API and I see that I can get it to return invoice details based on the invoice ID: https://books.zoho.com/api/v3/invoices/ [invoice id here] ?authtoken=[authorization token here]&organization_id=[organization id here] When I
Zoho Books/Invoice - add an option to hide section of the table that includes items from projects
We always add manual line items to our invoices. We "zero" out the items added automatically from Projects in order to hide them from the invoice. It would be nice to have a check box on the invoice template to hide the section entirely.
Zoho Books/Invoice: Invoice Table Idea - Show zero value line items for but hide zero value line items "Created From Projects"
Zoho Books/invoice gives you the option to show or hide line items that have a zero value. It would be helpful to show zero value line items that are manually added while hiding zero value line items "Created From Projects". Use Case: In the service industry
Automobile Expense and Fuel/Mileage Expense for same car and employee
I have used the Record Mileage feature in Purchases > Expenses > + New. I have entered two separate journeys by the same employee in the same vehicle. Both journeys are inputted using odometer readings. When I look at my expenses, one of the journeys
Revaluation of foreign currencies at future dates
Am I right in saying that Zoho doesn;t have the functionality to revalue foreign currencies in the base currency at future balance sheet dates? So as an example (FX rates not accurate just for an example): My base currency is £ but I have several bank
Payment Gateways in Africa (Nigeria, Ghana etc)
Hi Zoho, There is currently no way for businesses in countries like Nigeria, Ghana, and a lot of other African countries to accept payments on your platform. The biggest platforms used in these countries are not integrated into Zoho Books, and they are
Zoho Books - Tally Integration
Firstly we are totally in love with Zoho Books & hold no intentions to move out from Zoho ecosystem. However, this is where the problem resides (as well). Our CA firm is a sizeable entity & they operate over Tally. Thus we need a way to extract and share our information with our CA team at a periodic frequency. Kindly suggest how can we quickly extract the information in a Tally readable format (or something close to achieve this objective). Currently, we have a Zoho subscription & Tally license
Accounting on the Go Series-17: Strategic Pricing for Success: Exploring Price Lists in Zoho Books
Hi users, We are all excited for the new year and what it brings for the Zoho Books family. So, in this edition of our "Accounting On-the-Go" series, we thought to show you a handy feature available in the Zoho Books mobile app – creating price lists.
Historical reconciliation on free Zoho Books version
Good day, I am currently using the free version of Zoho Books. I need to reconcile my account going back to April 2023 but the field to change the date is greyed out. It seems I can only do reconciliations going forward. Why can I not do a "historical"
Invited Users. Do they need to have thier OWN account?
My accountant is commenting that the 'invitation' asks him to set up a Zoho account. Although I understand this would be useful, surely he doesn't need to pay as he's been invited into MY organisation. Some clarity would be good here please. EC1
Accounts Payable and receivable
I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?
Accounting challenge with Invoice and payments happening outside Zoho Books
We use Zoho Books for accounting. Our challenge is that while Zoho is used for accounting, we use Djubo an online hotel reservations app for integrating bookings from various online platforms like Airbnb, booking.com and our own booking engine. The reservations
Accounting challenge with invoice and payments happening outside Zoho Books
I run a small homestay. We use Zoho Books for accounting. Our challenge is that while Zoho is used for accounting, we use Djubo an online hotel reservations app for integrating bookings from various online platforms like Airbnb, booking.com and our own
Recording of online sale payment through a payment gateway into my bank account.
Hi, I would like to record and reconcile the following transactions. 1. Sale is made online. 2. Payment is made online through one of the following gateways: Instamojo, Razorpay or Stripe. 3. The payment gateway keeps its commission (plus tax) and transfers
Broken Bank feeds
How come when i try to look at the broken bank feeds topic i was following I get the following: Insufficient Privileges. The same thing happens when i search any other topics on this subject. Anyone else experiencing the same?
Please Enter Valid Amount
Where to enter amount while importing file in journal.?
Multi currency support for expenses
I have been trying over and over again to create an expense in a foreign currency, but it doesn't seem to work. I have corrected the currency for the vendor, but when I go to create an expense, it doesn't let me change the currency from my base currency
matching vendor payment from bank statement
when I match payment to vendors from bank statement ( imported via XLS file ), this message appears : AutoNumberGenerationGroup passed does not associated with selected Branch can you help me pls?
Vendor statement
I need to generate statements for my vendors but could not find it??? I can generate statements for my customers for sure.
What is full syntax for Delulge add attachment to an invoice?
Here is yet another example of unfinished documentation: Invoices | Zoho Invoice | API Documentation How is the "attachment" parameter specified? Is it a resource id? Is it a fully-qualified url, such as a permalink or external share link? https://
Gocardless submitted payment request have no reference
Hi, I'm using the Gocardless integration but submitted payment requests do not contain a reference. Is it possible to customise this? Including the invoice reference would be ideal. Even a fixed text string would be better than no reference at all. Regards,
Billable Expenses for Project cause Incorrect reporting of Income and Expense in Profit and Loss report
The "billable expense" function breaks the Profit and Loss reporting for project expenses that should be reported as both income and expenses. The example: A matching grant reimburses a percent of specific expenses for a project, but it is not considered
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