Merge 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.Recording Credit Card Fees when Recording Payment for Bills
It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used ifFixed Assets
Where would I manage my fixed assetsFunction #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 anRecord payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=Bulk Update: Filter doesn't work
Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-Zoho books integration with google sheet
I want to integrate the zoho books with google sheet,when I create a new invoice record in zoho books the record should automatically add in the google sheet please give me solution of this. Thanks.Sales by state
Hi, I need to pull a report showing our sales per US states. I have looked everywhere that I can think of in the system, but can't seem to find a way to do this. I've also searched on here for an answer, but have only come across a question about thisZoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integrationPage Searching
It would be great if the page forwarding that is at the bottom of each section of a customer screen, ie the invoices, payments received, sales orders, etc. could have the page forward or backwards arrows to be at the top of the list as well as at theCreating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projectsFunction #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go toBetter UI more user friendly
Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. Thisacc
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//Approval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. CanItem/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureProgressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)How to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent overImprove Payoneer integration with Zoho Books
Payoneer integration with books need to be improved, it doesnt work if your base currency doesnt match with the currency of payoneer account even though base currency has nothing to do with payoneer account's specially when we're integrating payoneerStock List
We would like to get a better understanding how other firms keep the Inventory/stock list ready for their clients (obtained through vendors) Do you make use of Vendor portal for Vendors to update the stocks or items they have and what is required fromExpose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get thePayments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seenPurchase Order Report
Hi, I started using the Purchase Orders on Zoho Books. However I can not seem to find a way to create a report to show all Purchase Order details. Basically, I want a report to show open POs that I can send to the vendor. Ideas? Thanks, AllisonExpense Refund: need to tie to Customer Project
When we record an expense we are able to tie it to a customer project. However, if there is a refund of that expense those customer and project fields are not appearing. How do we make sure this credit is going back to the project? We could do a journal entry but those fields are also not available. Please advise. Thanks!Changing Customer Currency
It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customerTDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?Bulk payment of bills from multiple vendors
Is there a way to pay multiple vendors bills in one transaction? It appears that you have to deal with each one as a seperate transaction. Is there a way to export the transactions to the bank using an ABA file?I can not save new invoice
Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank youZoho books auto deletion happened because of inactivity - any options to get it restored?
It was a shocker to see a mail with the subject like "your organization ---- has been deleted". We were in free plan for couple of years because of no business and Covid 19 pandemic. Even mail servers were down due to some issues. But after restoringManual Journal entry problem
Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help meManual Journal Issues
All my manual journal entries in Zoho books are not reflected in my general ledger. I have checked to be sure the entries are correct. Please someone should help me fix this problemMulti-entity consolidation
Hello, can someone from Zoho explain to me how can I use consolidation report in Zoho Books? For example, I have 2 organizations, and I want to have a function which allows me to view financial report from both of them in one place. Does Zoho Books offerZoho Books Setup with Opening Balances
Hello Zoho Books Community, We started using Zoho Books on 1 July 2023. Unfortunately, the initial setup was not done properly as no opening balances were recorded, and some transactions were migrated over from Zoho Invoices. We now have the trial balanceNegative Expense
Hi I would like to propose that Expenses can be entered negatively into Zoho Books and Invoice please. Because we are using Invoice like a customer statement and would like to show expenses negatively. PLEASE can you allow for this option or at leastIntegration of Phase 2 -e-invoicing- KSA
Zoho Team, I want to get a training of integration of phase 2 invoicing KSA in zoho step by step.Receive items from PO that has already been billed
Rarely manufacturers bill for items before we receive the goods, but when this occurs.... {"code":36510,"message":"The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s)."} There is no documentation on this. Please adviseCan I print a report of expenses that includes the photo of the receipt?
I run my business through Zoho Books and am considering running my super fund with Books as well. If I did, I would have to give a list of all expenses and the associated receipt image to the accountant at the end of the year to be audited. I'm happily using the attach image to expense functionality in my business, but cant see anyway of printing the receipt images out in a report (a pdf). Is this just not possible? Many thanks for the advice Dave WhettingsteelWhy I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, SunnyNext Page
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Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add andFunction #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accountingZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices
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Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesRegarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.Why I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, SunnyHelp required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assistZoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectly
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[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest 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/9f1[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help you
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