Bulk Add Expense
Hi, I am using Zoho Books for managing 2 companies. I have a suggestion to improve the user experience in the data entry for "Bulk Add Expense" Scenario: I try to enter multiple expenses for a day for different types of expenses. When we do this, I have
Order of transaction display in "Banking- Banking Overview"
I used to be able to see transactions in "Banking- Banking Overview" in the order from old to new, which means that the latest transaction came top. But for some reason now I can see transaction in the opposite order (i.e. Old-- >> New), which is taking
How do I delete a categorized income item without it going into uncategorized?
First of all, I know a little but not a lot about bookkeeping. That is why I hired a virtual assistant to do my books for me this year. She literally took all my banking info plus my receipts for expenses and manually added them into Zoho books for the
Is payroll included in zoho books?
We are about to upgrade our zoho crm and would consider using zoho books if it includes a payroll option.
Flux bancaires
Mes flux bancaires sont inactifs depuis le 18 janvier, impossible de les réactiver !
One Bank Entry and Multiple Invoice - MakeMyTrip
I have ICICI Bank feed set in bank account. Now from ICICI Bank account I paid 4324 Rs with GST to Make my trip for two different airlines flight booking. Now three parties including MakeMyTrip generated invoices totaling 4324 Rs. I Need to adjust that
Better track review based on a *when* the revenue was generated vs. when it was billed
I love Zoho Books. I just have a problem with the way revenue is being reported in my company's Zoho Books subscription. We have a professional services firm where we bill clients based on timesheets. We have dozens of clients, each with different billing
Shipping charges
Is it possible configurated shipping charges in Books/Inventory depeding of the net amount of a estimate or sales order? Example: For 0 to 250€: 10€ For 250€ to 500 €: 5€ More than 500€: Free Thanks €
Printing Invoices for Double Window Envelope
In Zoho Books, has anyone found an Invoice Template or been able to customize one so that the Company (return address) and Bill To address show properly in a double window envelope? We have not been able to get anything to fit right, and still show our Logo in the heading. Can't imagine someone else has not run into this before. Any suggestions would be much appreciated!
Adding multiple email addresses as primary contact for invoicing
Hi Team! I hope this message finds you well. Is there a way to add other email addresses to the Primary Contact for a Customer in Zoho Books? This is the use case: We have an automation that creates for us all the invoices. It's working fine, so we barely
Settling Credit Card Payments
Hello All, Been using Zoho books recently. The banks have been configured to add credit cards as a liability account in the chart of accounts. we have incurred payments and have recorded these expenses as paid thru credit card However when it comes to
Zoho Accounts internal server error 500
Zoho Accounts internal server error 500 during making entries in books
Upload item photos
Hi, is it possible to upload photo as a bulk to Zoho books? we have 4000 items to sell and about 3500 photos, what is the effective way to upload these photo to Zoho Books or maybe CRM? Thanks
Product Samples - Inventory and Invoicing issue
Hello I offer product samples to clients and I am not sure how to record it in Zoho Books. If I use an invoice then it is considered a sale, unpaid items and used from the inventory. Do I consider the samples as write-off? then it will be bad debt (financial
Access to limited segments of zoho books for other team members
HI, we wanted to understand if there is a possibility to give access to other team members to a specific segment of the Zoho books, like they can only access and record expenses and bills, but should not be able to view/access sales/sales reports. lets
Zoho books bank feeds
For some reason the bank feeds for one of the accounts are inactive. All the help articles online say to look in the menu for "update credentials". That option isn't even there. How does one re-activate bank feeds? Why does Zoho remove features that were
Split transactions
Is it possible to enter a check that has two components to it (for example, part for rent and part for security deposit)? ALso, is it possible to enter journal entries (ie non cash transactions)? If the answer is yes to both, please explain how. Thanks
Recording landing costs as inventory?
I am looking for some advice on my problem. I am purchasing stock and recording these as under Inventory Asset and I have the following enabled in preferences: - Inventory Tracking - Track landed cost on items When a sale occurs, the Inventory Asset account
Why can't I enter a Zero in Income account
Zero is a valid amount. This means there is no income for the period. Why is it that Zoho Books won't allow me to enter a Zero? What do you if there really is nothing to enter there?????
Shipping income loss
I'm creating a journal entry for Shipping Income but it's a loss so I need to input a negative amount. Why is Zoho Books not allowing me to do this. Keeps saying to enter a valid amount. A LOSS IS A VALID AMOUNT! How do I do this? What is the format
Custom Field data type limitation
Hi! There is a number limitation with Decimal custom fields, I can add more than 3 to Contacts module. But I can't change datatype for previous custom fields, neither remove some of them if are in use ... Is there any way to extend or remove the limitation?
Custom Fields Labels in multiple languages for PDFs
If I create a custom field for a Sales Order for example. Like the supplier number of the Sales Order. Then I want to show the supplier number for all Sales Orders templates, which I can do. The problem is that if I have templates in other languages,
transactions that need to be 'split' but not completely
I am a property manager overseeing 4 different buildings right next to each other. We are one company, so I need one set of books, but we also want to be able to see how our profits look for each building separately. So for example, we have an expense
Create items with identical names
Hello! I have activated and registered the missing SKUs, but after this, I keep getting the message "Some of your items have matching SKUs. Please update these items and establish a unique SKU for each of them". I have reviewed all my SKUs (about 2000)
Users that need to have items with the same item names
Unfortunately Zoho does not allow duplicate item names, which is an annoyance for users that require such functionality. I can understand that SKU should be unique but why the item name ? There are a lot of users that need to have items with same names as the stock is non-replenishing such as rolls of fabrics etc, or even where the production batch is essential. I have written some code to facilitate this by using 2 custom fields - a check box & an auto increment field. If anyone would like to have
Banking - matching uncategorised transactions with invoices
Hi guys, I have upgraded from zoho invoice to zoho books. i feel that its such a good program that i want to pay for this and also to further ensure that my data is safe (premium service i feel should provide a little extra security). In the process of
CRM Sync Not Triggering Create Books Customer Events in Flow?
We're using CRM Integration to Sync Accounts & Contacts from CRM into Zoho Books. We have a Zoho flow that's triggered upon Customer creation in Books to sync to QuickBooks. IF we manually create a customer in Books then the Flow triggers. If we create
Zoho Books in Japan
Good afternoon, l am looking for some news for Zoho Books in Japan. I saw you have now a team for Japan (in Japan?), with CRM official but not Books yet, is that right ? Are you currently in preparation to make Books official in Japan ? What I have in
Zoho Books & Zapier Integration Failure
Hi everyone, I recently created a Zapier "Zap" which would allow us to send Invoices to Customers over Whatsapp Business API. It works perfectly as intended while testing, however, every time I tried to turn on the "Zap", it would act as if it was turned
How to Categorise Credit Card interest
Hi everyone. I am using Zoho Books Pro (UK) and have come across an interesting one. I have created a Credit card account int the banking tab and enter the opening balance. I now want to add an interest charge. My question is how do I categorise this
Auth.net payment integration - reconcile bank transactions
Hello, We recently integrated the payment solution with auth.net with our Books module. This is great as customers can now pay for the invoice through Zoho, and there's an automatic journal entry that gets posted: DT bank account CT customer receivables.
Include Line Item Id in Zoho export feature
Hi, I'm exporting invoices via the Export button feature available in Zoho to a xls/csv file. Unfortunately it seems the Line Item Id is not present in the available fields. I can export the Product Id of each line but not the unique ID linked to one
Zoho Books very slow!
Zoho Books very slow!
Credit Notes requirements for some European Countries
Hello Zoho Books and the Community, as a company located in Poland and having its entity as well in Czech Republic, we are dealing with an issue regarding Credit Notes. As for now, we use Zoho Books for our Czech company (planning to invoice Polish customers
How do i enable export without LUT or bond in Zoho Books?
The export invoices show as invalid with error message " Please enable export without LUT or bond as you have taxes associated with the line items." We have a LUT or bond number, w here do we enable export without LUT or bond in Zoho Books settings?
VAT return submission after deadline
Hi, Zoho doesnt allow me to submit my VAT return after deadline. Why is that? is there a different way to submit return after deadline. kindly advise.
Unable to add Fixed price projects on the same invoice with a per hour project
If there is a client who has Fixed price projects, and by the hour projects, you are unable to invoice them for both in one invoice. If a client has multiple projects regardless of fixed price or by the hour project. you should be able to put them all
Stop discounts showing up in Profit and Loss
We generally offer large disconts on products and what's happening is that when generating a P&L, Zoho is putting a Discounts line up and then the total revenues from each sub sales accounts whicn makes it very difficult to get a clear picture. Here is
Categorizing S-Corp owner Distributions
How do I categorize S-Corp distributions in the banking section of Zoho Books? I am running into balances not adding up correctly under the "Bank Balance" under "All Accounts" can you please walk through the best steps to categorize this type of transaction.
Use of Audit Trail in Zoho Books
It was on March 24th, 2021 when the Ministry of Corporate Affairs, India released a notification that instructed companies to use accounting software that could show an audit trail of all transactions carried out. Essentially, this rule was applied so
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