While refreshing bank feed, bank description showing previous.
Dear, While refreshing bank feed, bank description showing previous. Thanks & Regards Shamnad 9446005528
How to process multiple Authorize,net ACH transactions in 1 month
For ACH / checking account payments I have set up Authorize.net gateway. I usually set up my Authorize.net checking transactions as PPD (if that makes any difference). I also have set up Stripe but only for credit & debit cards. All of my customers pay recurring monthly subscription fee, usually billed on the 1st of the month. Some of them also incur extra charges from time to time that are billed separately from the subscription fee. The extra charges shouldn't be combined with the monthly subscription
UK’s New Policy Measures and Configurations in Zoho Books (UK Edition)
Dear customers, As Covid-19 has adversely affected businesses of all shapes and sizes, the Government of United Kingdom has introduced several measures to keep people in work, protect their incomes, and support businesses. In the Government’s second phase of response, it has focussed on protecting jobs with the Plan for Jobs program which includes several policy decisions with various schemes. Among them, one of the policy decisions deals with the hospitality and accommodation businesses. For businesses
Is there any way to remove the "Due Date" from showing up when user clicks to pay for an invoice online
If there is a due date on the invoice, we can remove it from showing up on the actual invoice through the template. But when a customer clicks on a link to pay for the Invoice Online, they are taken to the Zoho secure pay, which shows the Due Date for
Update a custom field in Zoho Books
Hi, In Zoho Books I have created a custom field for Estimates as Drop Down list. I wanted to add items dynamically in it.Is it possible? or How to make a custom field in Zoho Books as Lookup field?
Zoho Books - TDS on Salary
Apologies for our ignorance as we are new to Zoho (rather accounting) Hello, We are using Zoho Payroll & Zoho Books both. Say, in Zoho Payroll, an employee salary is Rs. 100 (Next Pay 90 & TDS is 10). We paid Rs. 90 to the employee and deposited Rs. 10 to Government as TDS. Now in Zoho Books, we did the categorize the bank entry for Rs. 90 (as net salary payment; auto-match). I would like to know where to categorize the Rs. 10 debit (already paid to the government). Should we do it as Expense >
Problem with exporting Bank Transaction from Zoho
Hello. Myself Manoj from Bangalore. I run a Pvt Ltd company and have added multiple bank accounts which include a current account and a savings account. I am not finding any option to export bank statement from zoho to any format. As 1 of them is a savings account, I have added it only to filter company investments and keep track of loan given to company. But i dont see any option to export any statement in Banking section but only to import them into Zoho. If anyone has any idea about it, kindly
Cant able to connect to yes bank
Always when searched for yes bank, it says yes bank(Corporate), but for our company, we use Retail option in yes bank. How do i connect to this automatic import.
Item list for confirmed orders
I need list of items from all the orders where status is confirmed. This is to help us plan purchase / manufactire. Right now I can only get list of all confirmed orders but not items / consolidated list of items under confirmed orders.
Inactive Accounts show in Invoice Selection
New to Zoho Books. Migrating from Quickbooks and it is very tedious. I have a lot of Inactive Accounts in the CoA, for a reason. Why do they still show, when I'm selecting an account in the dropdown list at invoice creation? Is there a setting I've missed? Thank you, Danny
Kerala Food Cess - Not applicable to Government Customers
We are stuck while entering sales invoice - as Central and State Government Customers are exempted from Kerala Food Cess. Can Support Team help us? Phone / Chat / Email from Zoho - No support for third day in a row!
Does ZOHO support generation of Payment vouchers needed for RCM complying the Indian GST rules
Following details have to be mentioned in the payment voucher as per GST rules: Name, address and GSTIN (if registered) of the supplier. A consecutive serial number not exceeding 16 characters of any combination which unique for the financial year. Date of issue of payment voucher. Name, address, and GSTIN of the recipient. Description of the goods and service on which tax is paid on reverse charge basis. Amount paid to the supplier. The rate and amount of tax charged under different heads CGST,
Migrating from Quickbooks Pro 2013 Desktop to Zoho with lots of historical data
I've been looking into switching from Quickbooks. We don't want to be tied to Intuit any longer, but the major issue I've found with the applications I've looked at so far (Xero and Wave) is that the options for importing historical data are severely limited. They basically tell you to export out summaries for various accounts from Quickbooks and import those. But we use Quickbooks as our main institutional memory so that's not enough. We offer services, we're not retail, so we don't carry an inventory,
How do I add Net 90 as a payment term option on invoices?
I would like to add net 90 as an option in the drop down on my invoice but it currently only has net 15, 30, and 45. Can anyone walk me thru how to add Net 90??
Possible to select PayPal Business as default customer payment method?
Is there a way to select PayPal Business as the default payment method for a customer? I am able to select PayPal as the default gateway, but it always defaults to PayPal Standard. See picture below. Thanks.
#2 CRM/QB to Books Migration: Transaction Limit of 5000 per month?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #2 I’ve read that books has a limit of 5000 transactions per month. Is this true? If so does it cover all transactions or just Invoices? - Estimates - Sales Orders - Packages - Shipments - Invoices, - Purchase Orders - Receipts - Bills - Payments - Credit Notes, etc... Source: Zoho Books Review By Simone Johnson, business.com writer | Updated May 18, 2020 https://www.business.com/reviews/zoho-accounting-software/ Thanks
Get notifications of recurring invoices BEFORE they are automatically sent to client
is it possible to set Zoho Books so that I get some kind of notification before recurring invoices are auto sent? I need this because I have some clients that get yearly recurring invoices for certain services that don't change. But often times we provide other services a few/several days before the invoice is set to automatically go out— so I would like to include those extra services in that invoice. It is inconvenient (and possibly annoying) for the client to receive two invoices back to back.
Problem updating items
Hi, I'm synchronizing from other platform all the items. When I try to update an existing item calling to https://books.zoho.com/api/v3/items/{{item_id}}?organization_id={{ORGANIZATION_ID}} some of them are giving me the next error: {"code":4,"message":"Invalid value passed for bulk_update"} Can you tell me please where can be the problem? Down is the json of the ones that fail. { "name": "4 unidades rollup 85 x 200 alta calidad .", "rate": "181.64", "description": "", "product_type": "goods"
I need the community advice to use Paypal in Zoho Books: bank account? credit card? Paypal own bank account?
Hi. As there are different ways to track Paypal in Zoho Books, I would like to know which one are you using and is working best for you. I guess my case is similar to most of Paypal users: When I make payments using Paypal, money is taken from a credit card. When I transfer money from Paypal, money goes to a bank account. And when the money is in Paypal, it's not in any bank or credit card. So, should I create Paypal linked to my credit card (1) or to my bank account (2) ? Or should I create Paypal
Quickbooks vs. Zoho Books
Hello Zoho Users, We are considering changing our accounting software, Quickbooks, to Zoho Books. What challenges or unknown hurdles have you had or kept you from implementing? Any insight before we just jump in would be appreciated.
Account Receivable - Customer Credit balance - reclass to liabilities - How?
Hello, Based on IFRS and GAAP rules, for the balance sheet to represent the true view of the company's financial situation, all the customer accounts with credit balances (i.e. prepayments, overpayments) should be moved to liabilities in the balance sheet. Of course, rules are more complex than the above statement but this situation I want to explore. I want my credit customer accounts my vendor accounts to be shown in balance sheet depending on the account balance - or as asset or a liability.
What is the value of %StatusStamp% at the moment of sending the Quotation?
Hi, In a previous post, I was asking for %StatusStamp% placeholder in custom layout, which helps me a lot to check if a quotation if still in Draft status or not. Today a colleague noticed a problem. After being approved, and at the moment of sending the Quote to our client, the %StatusStamp% is still as Draft, and it is showed on the Quote... Problem is the %StatusStamp% should not be Draft, but Approved... Is it s known problem ou normal behaviour ? Thanks
Books / CRM contacts sync : what criteria used to avoid duplicates
Hello, We setup sync between CRM Accounts and Books Contacts. What is/are the criteria used to say that this Accounts already exists in Books or not ? From Books sync page, it seems to be only the Display name / Company name. Is it correct ? Regards
Why is Zoho Books horrendously slow?
It basically takes 30 seconds to load the expense page... Every time!
Zoho Books Api - Item - read / update custom fields
I have added two custom fields to Item. I would like to know how to read or update the custom fields through API. Let me know it is possible.
I have a problem
Hi, I need support becausa I added a new suscription of Zoho book but I already have a suscription of Zoho Inventory. And I don´t need pay other subscription. Is possible that you can delete the subscription of Zoho Book, Because my subscription to Zoho Inventory Included Zoho Book. Please confirm that. This is the id of suscription Id. de suscripción RPCW2001747184286 Thanks for your help
Migration from Quickbooks Desktop to Zoho Books
We are a consulting services firm that relies on independent contract labor in the United States. We were forced to upgrade to Quickbooks Desktop 2020 recently, so this is our current version. We would like to convert everything (all historical data) from quickbooks desktop to zoho books and obviously have everything reconcile (6 years of data). We are looking for a zoho partner with experience for migration as well as integration experience with QB and Zoho. Below is a summary of the functionality
What specific Zoho Books entry do i use for the following?
1. Domain name purchase from GoDaddy (While GoDaddy has a GST number and asked me for a GST number, the final bill didn't have any GST taxed on it. Does it mean that I've to pay reverse tax for all the domains I purchased, How do I go about that? Under
Migrate from Zoho books to invoice
We currently use Books and want to migrate to invoice. Is there and easy way?
#3 CRM/QB to Books Migration: How to show Serials on Invoices?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #3 I've enabled serial number tracking and selected "Track in Packages, Purchase Receives..." option (Books>Settings>Preferences>Items>Choose Tracking). How do I show serials
#1 CRM/QB to Books Migration: Adding Notes from CRM / Books / Inventory
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #1 We currently use notes to tag users on CRM native Sales Orders which works great. In Books / Inventory I can see notes from the CRM which is great but I'm unable to add a note to show in CRM or tag another user on the record. 1.1 Is there any way to add a CRM note from Books or Inventory? 1.2 It looks like I'm unable to tag other users on a Books / Inventory record. Is my test system just configured wrong or is it
How to record account verification amount in Zoho Book
While registering for Uber for business, they take Rs. 2500 as a verification amount which gets refunded back to the account in a week. How do we record this in Zoho Books?
products in deals(crm) to est in books
Hi, Can anyone help here please? Why do I get only the description and total amount of a deal by doing a conversion from deal to estimate. See the deluge code below: respQuote = zoho.crm.getRecordById("Quotes",quotesId); //-- we are getting these details from quotes acctid = ifnull(respQuote.get("CONTACTID"),""); info acctid; invoicedate = ifnull(respQuote.get("Quote Date"),""); duedate = ifnull(respQuote.get("Due Date"),""); sales = ifnull(respQuote.get("Salesperson"),""); products = respQuote.get("product").toJSONList();
Recurring expenses catogerization
Is there a way to categorize same expenses to be added together and categorize as single entry ? For example, daily parking expense, we have to click each daily transaction to categorize it rather than select all feature and categorize it all together
ZOHOBOOK yearly subscriptions using Zoho credit
Hallo team, I want to upgrade to my ZohoBook monthly to yearly subscription. I've $100 in my wallet. My total invoice amount $265. I want to pay $100 from my wallet and rest I'll pay using credit card. Please help me on this issue. Regards Safik Sagor
Custom Preview of Sales Orders
Hi, I'm trying to activate payment button in the sales order but unable to get through. please suggest how this can be done? Please refer attachment. Circles the payment column
No BOOKS Estimate Template selection capability from within CRM
Within zoho BOOKS it is possible to create multiple estimate templates, which is good feature because we need them. However, when creating a CRM Potential with BOOKS integrated there seems to be a limitation that is causing workflow issues on our deployment. The BOOKS/CRM integration automatically creates a BOOKS estimate when saving an new Potential....Perfect. The major limitation comes after creation of a BOOKS estimate. From the CRM side it seems users cannot choose, or change, what BOOKS estimate
Books - User Roles and Security
When will Zoho Books include User Roles and Security? Right now, any user added to the system is either and Admin or a General User who can see and edit all. Books needs this so Sales Folks can use Books to Create Estimates and Invoices once the Zoho
Are there any UK users running Zoho Books for Accounting, including submitting Tax returns for HMRC?
I would like to know if there are any UK users successfully using Zoho Books for digital tax returns, and how they handle recording of VAT when Invoices/Sales Orders are written off/voided/cancelled.
Send ahead recuring invoices
I use Books for rent invoices for coworking spaces. Our current system allows to send invoices in advance for recurring invoices. I'm switching invoicing over in Books, and I'd like to be able to do the same. Example : Invoices for August rent are dated 2020-08-01, but are sent 15 days in advance, on 2020/07/15. To be clear, it is not the same thing as sending an invoice 15 days before the due date and giving 15 days to pay it. The invoice has to be recorded on the 1st day of the month.
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