Experiences using Zoho Books/Finance Plus in place of QBO
Hello, Looking for any experiences or notes from anyone that has migrated from QBO to Zoho Books/Finance Plus. Looking at getting away from QBO based on the consistent bugs in their software as well as the fees that seem to keep popping up at every contact
Free version & accounts payble
Hi, since I don't have the option to create bills on the free version, does this mean that I don't have any accounts payable?
Masreq - Zoho books
hi I have a proble form Masreq Account cannot connect with the app to ge them done. It's connected and when I click the access to zoho in the account, it takes me to the app So the single sign on is working I've tried to connect it but I think something
Group same users with unbilled time from different projects
Zoho Invoices will allow you to group by users by project but it would be helpful it combined each user even if the time is from different projects. For example: Suzy works on five hours each on Project A and Project B Bob works one hour each on Project
Add Project Descriptions to Invoice Automatically (with return carriages instead of dashses)
Zoho Invoice templates allow you to list projects in the Transaction Details > Document Information section of the template in a comma separated list. Example on invoice with multiple projects: To make this better: Make the list show on separate lines
Different prices for different customers
Hello, I would like to be able to have a global price list in Books (e.g. marked up 100%) and then offer different customers, different discounts, e.g. Customer 1 might get 25% on product one and 20% on product 2 Customer 2 might get 20% on product one
How to correct currency errors when performing internal transfers between different currency accounts
When transferring large amounts between internal company accounts using different currencies it appears impossible to correct the actual amount posted in to the target bank account - there are not enough decimal places for the currency transfer conversion
P&L Reporting
Can anyone help please? Currently when running a P&L report on Zoho books, invoices are counting in our sales but also in our cost of goods sold which isn't correct, for the life of us we can't figure out why invoices are being summed in the cost of good
Zoho Book - P&L Reporting
Please help? Currently when running a P&L report on Zoho books, invoices are counting in our sales but also in our cost of goods sold which isn't correct, for the life of us we can't figure out why invoices are being summed in the cost of good sold and
Allow users to edit the format of Item Headers on invoices
There doesn't seem to be any option other than Bold formatting for headers. We would like to have them as white text on a black line.
Zoho Book report, comparing sales by item quarterly - can't do multiple quarters / year ?
I'm trying to create a report on 'Sales by item' by quarter between last year and this year, but I can't seem to custom create a report that compares each quarter of last year with each quarter of this year (in the same report) ? I only have the option
How do i return records that have no values in a field?
Hi - i'm trying to return all records from a custom module that do not have a sales order number. This is my code (which returns all records, including those with sales order numbers): searchParam = {"cf_salesordernumber":""}; getNewSO = zoho.books.getRecords("cm_sor",organizationID,searchParam,"zohobooks");
Automatic SMS reminders
Hello, right now atuomatic Email reminders exist but not for SMS. Is there a beta for this implementation?
How do add an annexure or second page to a Custom Invoice
I don't see an option to add an annexure to a custom invoice. Is there a way to do this?
Zoho Invoices - Date Based Workflow using Invoice Date Sent
I see some options for triggering a date based workflow in Zoho Books. It would be helpful to have a "Date Sent" option. Use case, sending automatic payment reminders off the date the invoice is sent.
How to add a list of projects seprated by a carriage return (each project should have it's own line on the invoice) above the transaction table in the
Is there anyway to list project descriptions on the invoice above the table? For example, I have unbilled time on an invoice for three projects that have the following descriptions (their project names are internal nomenclature): Tax Return for the Family
Separate Email Notification Field for Forte Vendor Payments
We use the Forte Vendor Payments feature, and it works great overall. One major complaint from many of our vendors is that the Payment Made confirmation is sent to the vendor's primary contact's email address instead of a separate accounts receivables
CRM Sync Deleting Billing/Shipping Phone Numbers
My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills out the customer information, including
No way to schedule recurring invoice to generate before invoice date?
I cannot find any way to generate our invoice 60 days before the invoice due date. We are migrating from Quickbooks Online but it appears there's no option to handle this and I can't figure out any work around. Any ideas? Quickbooks Image:
Zoho Books and Pet Pooja Integration
I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can
List pages
It would be nice to have numeric fields calculated & shown at the bottom of list pages, specially handy when we create our own custom views ( and very easy to acheive ) ....
Allow a zero size font or an option to remove the extra line on the invoice table when not using Item Descriptions
There is too much spacing between rows when the Invoice Description is not used on the invoice. Further, Zoho Books does not allow you to use a zero sized font that would acheive this. It makes the invoice have too much space between the lines in the
Multicurrency for financial reports (Income statement, balance sheet, general and project budgets)
Hi, We're needing multicurrency in financial reports. That way we use the default currency for registering transactions in the local curency, but for management purposes, the reports are needed in USD for the board of directors. This is a needed feature.
Placeholders return empty values in custom template
I am not a pro in HTML but have 1 question. I created custom invoice template but in pdf some placeholders does not return any value. see below screenshots and anybody help please in this regard. See below the result, the circled cells are shown emp
Corporate taxes.
Hello There , I need to record Corporate Taxes for a client in Uganda, Tanzania, South Sudan and Rwanda, and its not available in the Global Edition for Zoho Books which is being used in the region. Kindly provide a workaround for this issue.
How To Send Professional Invoices With Zoho Books?
Administrative tasks can be pretty challenging to manage. However, you won't get paid if you don't submit your bills on time! Excel or Word are still frequently used by new businesses and smaller organisations to create client invoices. However, this
GST Payments via Customs Broker
Hello, A little stuck trying to figure out how to go about splitting a invoice we receive from our customs broker. The invoice will have freight charges, local port charges etc etc and will have a seperate line for GST disbursement. For example, if the
Accounting on the Go Series-7: Streamline Inventory Control with Bar code Scanning in Zoho Books mobile apps
Dear users, We’re back with another 'Accounting On-the-Go' series, and this time we will explore how Zoho Books simplifies your inventory management using the Barcode scanning feature. Efficiently managing your inventory is a crucial aspect of running
Currency revaluation
Hi! I've got a problem with offsetting cash balances denominated in foreign currency. I have cash in bank in foreign currency. I've spent it all and have zero balance. BUT! Zoho shows some amount in my BCY. In FCY the amount is nil, but in BCY it still appears on the balance sheet and in the account itself. A kind of magic. Can someone help?
Issue with connecting multiple users to the same login
I am having trouble connecting multiple users to the same login. I sent an invitation to the users, but they were prompted to create new Zoho accounts instead of being able to connect to the same login. I have tried connecting through different web browsers,
Write off unpaid portion of customer opening balance
We have a client who had an opening balance when we migrated to Zoho Books almost two years ago, but has never been invoiced in Zoho Books. A partial payment was made last year toward that opening balance, and now we would like to write off the remainder
Workflow rules for purchase orders
How do we filter for "Received" ??
ICICI Bank Integration issue
Team Zoho, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved connection in ICICI bank, but I am not able to see any details in my account. Please help. Regards
Assets Tracking
Hello Zoho, Can we also have a new feature brought in Zohobooks for Assets Tracking ? This will be useful for tracking Property, plant, and equipment (PP&E) that are a company's physical or tangible long-term assets. Thanks
Returned invoice payment/bounced check
What is the recommended procedure for handling returned invoice payment/bounced check? I have already unmatched the original payment from my bank feed and delated the record of the original payment so the invoice is payable again. I have marked the bank fee for the returned check as a billable expense and invoiced my client for it. In my bank feed I now have the debit and credit for the original check that zero each other out. I know I could just delate the transactions to hid them since they don't
Function #12: Approve purchase orders automatically
The transaction approval feature in Zoho Books helps establish an authorization process, allowing business owners to closely monitor transactions created by their employees. This process ensures that all transactions created by employees undergo a thorough
Accessing Customer Module Data from a Invoice Custom Function
Hello everyone, I'm currently working on custom functions in the Zoho Books Invoice module with Deluge language. Zoho provides arguments for these functions, such as a Map of the invoice, organization, and user. However, I'm trying to figure out how to
How do I transfer Unearned Revenue to a different account?
I am using zoho to track my real estate rental business. I received a payment, and Zoho classified it as "unearned revenue". I want to transfer that to "Security Deposits", which is a current liability. I made a journal entry to clear out the "unearned
Landed Cost Allocation Per Item
Hello, when allocating landed cost, the system spreads it over qty or value, problem is, we import goods, so we had only a few items where duty was applicable, but the system allocated it to all 30 plus items. I had to manually set each to 0 and update
Are there other Zoho Books users who are blind?
Hello, So far, Zoho is the most accessible software as I am using the screen reader NVDA. Are there other blind users here? Zoho has many unlabeled buttons and links that is causing huge delays in getting things done. I'd love to hear from others who
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