Remove the Currency label in Zoho Books emails
Hi, my emails to clients currently have a large currency label prior to the invoice total amount (e.g. USD or NZD or AUD) which I'd like to remove and just use a $ sign. How can I do this? It's unnecessary for me to have a currency label in invoices and emails as only deal with one currency.Email message (default)
Hello, When I send a client a receipt the email message they receive automatically says "Dear [customer], Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!" I need to change this text to somethingOwner's transactions & Journal Entries In Zoho
Journal Entry Issues I think Zoho has great features, however I am kind of desapointed by the way I have to record owner's transactions in Zoho. I can't record checks to owners out of the bank account because when I try to record the expense the equity account is not listed in the "expense account drop down list" and I can't make a journal entry to record the transaction because the bank account is not listed in the "account drop down list" in the journal entry form. the only way to do it is recordingFiscal year setting
Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the periodMerging Books customer, what about their CRM accounts?
Hi, I've noticed that I have multiple customer that are in fact the same. They can be merged in Books. But they are synchronized with CRM Accounts and contacts. What happens to the CRM Accounts, when I merge Books customers ? Example: Books customersMerge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.Tracking Transactions by Custom Categories (Department, Class, Location etc.)
Hello, The report tags is very useful but I noticed that it is not shown in the general ledger or detailed ledger report line by line. Is there a work-around or a functionality within Zoho to achieve this or maybe add a new column in between? ThankFunction #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.FNB South Africa Bank Feed
I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,Petty Cash
Halo! As an accountant as well as a cashier in my company, I usually received some money as petty cash to operate on a day to day business. How do i record this on zoho books?PROJECTS - More flexibility with task and pricing
Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can haveOn-Charge Transaction Fees to Customers
We use stripe to accept credit card payments and they charge 1.75% + $0.30 for domestic cards 2.9% + $0.30 for International cards. Many of the other apps we used to use before changing to Zoho (Xero, Quickbooks, ServiceM8) allow us to choose to automaticallyCost price with inventory
Let's say I already have a item that is in inventory and paid 100$, I buy 1 more from my supplier at 50$. Is there anything in the inventory that reconize that one was paid 100$? Because the way I see it if I change my cost/selling price it doesn't takeImport historic cost of goods sold per item
Hello, I am importing historic sales wherein the standard cost of goods sold per unit varies over time. Zoho is computing cost of sales based on the current cgs per unit, which is incorrect. I want to import the Item cost applicate at the date of sale.How do I convert MBOX to PST for Outlook?
Can anyone recommend a reliable method to convert MBOX files to PST format for use in Outlook? I need a straightforward solution that preserves the folder structure and attachments from my MBOX files. Ideally, I'm looking for a tool that is compatibleRequired Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.Deluge UpdateRecord in Books not updating
I'm trying something very basic in Deluge /* This is a sample function. Uncomment to execute or make changes to this function. */ expenseID = expense.get("expense_id"); expenseDate = expense.get("date").toDate(); organizationID = organization.get("organization_id");Invalid value passed for Invoice Date
Hello to everybody ! I need to record manually the historical transactions (7years old) of the company. Help me: how can I record manually in case of invoice for which I am receiving the message: "quote Invalid value passed for Invoice Date "unqoute ?Can I export a TXF (TurboTax exchange format) file out of Zoho Books?
Hello, I'm trying to do my US Small Business Taxes using Intuit's Turbo Tax. Can I export my expenses from Zoho Books to a TXF format file, so that it can then be imported into Turbo Tax? Thanks, RajneshFilter Invoices by Custom Fields
I need a list of invoices in Zoho Books based on the value of a custom field - all invoices with a value of 35 in the custom field. This is my current code: sOrgId = organization.get("organization_id").toString(); CustomF = Map(); iValue = 35; CustomF.put("customfield_id","2575294000004994047");ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAIL
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAILSFunction #49: Manage varying installment payments using Zoho Books
. Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?Approval Process Configuration only for Purchase Orders
Hi, Is there a way we can configure the approval process in ZOHO Books only for the Purchase Orders instead of entire Purchase related transactions.Signed documents will not be listed in any of the bulk actions.
Dear All While we are trying to sign digitally in single page invoice its working perfectly . But when we are trying to take 3 copies (original, duplicate, triplicate ) print out after clicking digital sign tab ,its not working not in a single page .AllSubTotaks for Item Headers in Estimates
Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank YouDaily back up of Books of accounts
According to Rule 3 of the Companies (Accounts) Rules, 2014 (‘Accounts Rules’), books and records in electronic mode should meet the following conditions: Amended Rule 3(5) requires companies to maintain the backup of the books of accounts and other relevantMSME Flat for Vendor
Is there a way to flag a particular vendor as MSME and pull out periodical reports? Reason being in India, we need this type of report for compliance pusposesPay Contractor Timesheets
I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?Retained Earnings issue?
Hello, I have an LLC for tracking profit, loss, accounts. I don't use invoices. Every income is posted as a 'Sales without Invoices'. At the end of a monthly period I take Owner Drawings. My issue is with the Balance Sheet report. Suppose for 2019 there is a Current Year Earnings of $10,000 and Owner Drawings of $10,000. My Retained Earnings is displayed in the subsequent year's (2020) report as though there was no Owner Drawing. The Retained Earning for 2020 always displays $10,000. Shouldn't itAccounting on the Go Series-30:Seamlessly Customize Your Business Profile with Zoho Books Mobile App.
Hello Zoho Books Users, We've often discussed customization, and today is another opportunity to explore customization of organisation details in our series. With Zoho Books' mobile app, you have the power to keep your business profile up-to-date andrecurring expense doesn't show on report
i entry rent and employee salaty in to recuring expense, let them repeat every month. but this expense doesnot show on report like profit & lost.Add Image in zoho books Item API
Hello Team, Please find below the code for uploading images to Zoho Books items using the API. Kindly review it. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); GetItemDetails = invokeurl [ url :"https://www.zohoapis.com/books/v3/items/2755065000008594950?organization_id="What's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organizationHow to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to createHow do they make this program so terrible?
It's so terrible and frustrating that I don't know where to start. Please if anyone knows of a better platform that is possible for a small struggling start up to use post it here. They want to tell you how to set up your chart of accounts, what accountsBulk Journal Entries with Multiple Dates?
Hi Everyone, Good day. As the title say, is there an option in Manual Journal entry where you can batch process? This is helpful for me when doing bank entries as our business model is B2C. There is a similar function in the expense module but the accountsCan I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.Invoicing 1 client with multiple currency transaction?
Hello everyone, Does Zoho Books support "1 Client Profile : Multi Currency" feature? We have clients where we need to invoice them in multiple currencies. If, for example, I have 1 client who has 10 currency transactions, I don't want to create 10 profilesCash withdrawal and Cash Payment
I have paid office rent by cash to owner ….cash is withdrawn from bank. How to record this in zoho ?Specify purchase_rate on line_items which aren't from Items
Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.Next Page
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Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 1, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Function #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates anWhat's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items likeFunction #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.Function #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers
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Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,Migration from Global edition of Books to German version
Has anyone successfully completed this migration? We are a Zoho One customer currently using the global edition of Books. Facing numerous issues concerning compliance on a regular basis. Does the German version of books provide a simplified way to exportEdit the name or label of account group
Hello, Is there a way to edit the account group name in report? For example "Operating Income"? Thank you.Any ability to create batch payment file like Xero?
Hi, Xero can generate a batch payment file for uploading into a bank for payment. See here: https://central.xero.com/s/article/Pay-multiple-bills The work flow is: 1. Ensure all customer details including bank account are included. 2. Make sure all accountsScript error
Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently to
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Power up your accounting this fiscal year
Time to move to a better accounting solution? Plan for a smooth transistion! Switching from one accounting software to another can be a daunting task, with challenges such as data migration, process changes and training requirements. In this webinar,Best practices for financial year-end closing with Zoho Books | Free Webinar
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/9f1Best 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[WEBINAR] Banking module mastery: Effortless bank reconciliation with Zoho Books
Hi all! We're excited to kickstart the Zoho Books monthly webinars! Join us to explore the Banking module within Zoho Books and discover its capabilities. Efficiently manage your business finances with seamless banking integrations, enabling you to matchMaster the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
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