Restrictions on reporting tag
Dear Team It is absolutely surprising that Zoho has a restriction of 500 reporting tags which is never spoken about or mentioned any where. And the Customer care team says a simple sorry and no solution for it, is that how a business
Opening balance Clarification
Hi We are now in transition of our Accounting and operation to Zoho books and Inventory. As we are still in migration period, Certian ledgers for opening balance are still to be finalised. But my question is can i enter the finalised figures in opening
preprinted invoice template with zoho books
We are changing our billing system to Zoho books in next 2 months. we are migrating from peachtree. We want to have an invoice template which can be used with preprinted paper invoices as per attached file. is it possible to make this template in
How to record Advance Payments to Vendor?
We have given advance payment to a vendor & we are having issues in recording this payment on Zoho. Note that there is no PO or bills yet given to us by the vendor. If we use the 'Vendor Credit' option then it doesn't give us an option where its taking
Bank Rules Warning: Duplicate transactions
Hi, We have certain charges that automatically debit off our bank account on a month basis. Some of these charges are allocated to the same Expense Account. Example: 1. Bank Service Fee - (Bank Charges Category) $25 Bank Management Fee - Bank Charges
Connecting google apps script and Zoho Books API
Hi all, I'm encountering an issue with no real clarity on what the exact cause is. My goal is to connect google sheets to our Zoho Books API to generate new customer payments based on data imported to a google sheet. So far I've been successful in looking
UK Fixed Rate VAT Scheme - VAT on Expenses
I run a relatively new business and am about to submit our first end of year accounts. We're on the UK Flat Rate VAT Scheme which means we means. My issue is that at the start of the year I had been adding expenses and classifying the appropriate VAT on those expenses. However, I've since discovered that because I am on the flat rate scheme, HMRC say that I should be just leaving expense purchases as zero VAT as I cannot claim that VAT back and any income earned as a result of the flat rate scheme
Barclays Bank Feed not working
Is anyone else seeing this? I can't get my Barclays bank feeds to connect. I've tried for three days now, and when diverted to the barclays bank page during setup, I just get a blank barclays page.
Price Breaks?
It's just dawned on me after thinking I'd discovered just about the most perfect accounting software for me over the last 3 weeks or so, that we don't have price breaks. Price breaks for quantities or bulk purchase. Yes I discovered Price Lists, but it's limited to only one sale price per customer. This seems like a rather large flaw or oversight, unless I'm missing something completely. Say for example I sell Apples. You can buy 1 apple, 40, 400 or 4000. doesn't bother me how many you buy but the
Emp
Hi, i have record an payment as a employee reimbursement paidthrough as an employee reimbursement. however, i cannot find that entry in my banking account in transaction, this is because I will need to match this reimbursement as part of my actual banking
Preferred customer list & price list
I need to start offering a service to a select few customers - it's a semi-annual maintenance contract. How do I make a list of the customers who will be in this group?
Sales order without Quantity for Service Industry
We want to raise sales orders for movie distribution but it is not allowing us partial invoice as per payment terms. Example : Assume a movie is sold to a channel for 5 million . we are required to create invoice of 1 Million (20%) every quarter for next
Books brought in all our Zoho CRM Accounts as customers
Is there a way not to have it do this? All our Accounts in Zoho CRM are not customers.
Zoho Reports and SAP Crystal Reports
Hello All, I Need to know what are the difference between zoho reports & sap crystal reports and also which is the best best of the both i.e. Zoho Reports(https://help.zoho.com/) are Crystal Reports(https://goo.gl/6TL51m) give me some points on this topic. Thanks!
Books - CRM sync transaction module error: no details
Hi all, we sync CMR with Books and see errors in the Sync Transaction Modules (sales orders). When clicking on the error indication we get no details. How to find out which errors there are and how to solve such? thank you for any hint!
Changing mileage rate in Zoho Books
I've added a new mileage rate of 0.56 in preferences->expenses with a start date 01/01/2021 and saved it. When I enter a new mileage expense, the new rate is not reflected.
Should the following expenses be included under Cost of Goods Sold or materials or Expenses?
Hello, Should the following be included under COGS or expenses or materials? 1. Packaging in which the product is packed for retail market for eg pouches and packets? 2. Product Labels which are put on these pouches and packets? 3. Payment gateway processing
We sell recurring services and products, I want a single quote AND invoice
So we sell physical products that have a service with them, which charges monthly we also provide other services on their own I want to be able to send 1 quote and then a single invoice after that, with all the recurring services and products together.
2 Books in different countries, 1 CRM
Hello all, I'm posting in hopes of finding someone in my situation who implemented a solution to this problem. We're a company that has a HQ in Canada and the USA with staff at each location. Currently we're using Zoho CRM with territory management (for
Adding line items to invoices should be easier!
When adding line items to invoices, it should search and recommend based on an items whole name! For instance I have the following items: Trip Fee - Madison County Septic Pumping - Madison County If I start typing "madison county" into an invoice it should
Invoice Estimates - Status Lost
It would be great if we could have a status for Estimates that were Lost - as in, a competitor took the deal or the customer declined to purchase. This is very useful information in retrospect.
CRM/Books Sync History for Products - find failures
Hi all, we are syncing CRM with Books and see sometimes failures: either pushed to CRM or imported from CRM. Clicking on the error line is opening the 'all product' view, where we cannot identify the "failed" product. Strange enough: the "Pull" and "Push"
UK - reverse charge for non-UK (EU VAT) Expenses
Hi I am in the UK and I need to record expenses for services provided from EU VAT registered companies from EU countries. What VAT rate should we choose for the reverse charge? Nothing? Zero? 20%? Expenses can be things like a subcontractor offering
Items should have categories
We should the ability to categorize our line items for easy searching: Water Testing Basic Mid Level Premium
How do you record import of service; rais tax libility, claim tax credit for a product purchased from provider outside india
Hi! I was looking to enter: 1. Import of service done by us (a software purchased from a service provider outside India) 2. Raise Tax liability 3. Claim Tax credit for it However I donot find any ledgers created for purchase if we import a service. Please
NOTHING
PRICE CHECK , PRODUCT LOT , ADDRESS NOT EXPORT IN EXCEL
Item Options or Subitems
We are looking to adopt Zoho One as our "operating system for business". I'm on a trial and have searched everywhere for this solution with no luck. Hoping someone here can help.... I'm having trouble finding an answer to whether or not this can be done
Adding another line to pending Sales order
Hi We had a test organisation setup with Books and Commerce towards the end of last year (if that's relevant), which allowed us to add a line to a pending sales order that had come in from Commerce (see attachment). Now, with our live setup, we find that
using zoho books api to send sales order to contact
Hi, Does anyone have any example of the query string to send the sales order to the user? I keep getting the following response code: 1007 message: "The email address for this customer was not found in the customer's details. Hence the mail could not
Feature Request: More flexibility in templates
We are beginning to use the sales orders module in Zoho Books. It would be nice to be able to add a blank column or two that I can create my own headers for. I'd like to see this in multiple templates, but I'm thinking about the sales orders in particular
How to apply retainer invoice payment to a specific income line item
When applying retainer invoice payments to an invoice, is it possible to apply those payments to a specific income line item? Here is a typical situation for us. We are a service provider, and our invoice income is divided between Labor and Reimbursable
getting internal server error while creating new bank transaction using postman
getting internal server error while creating new bank transaction using postman { "code": 1000, "message": "Internal Error" 500Internal Server Error
How can I delete duplicate transactions?
I submitted this to Zoho support on February 16th and it's marked to not answer until a week later on the 22nd. I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure
Zoho Books - Last Payment Date field can show old payments in Zoho Analytics.
Zoho Books support provided me with guidance as to how the "Last Payment Date" field is generated in Zoho Analytics. I consider it a bug, Zoho does not. In short, the last payment date does not mean the most recent payment you have received but rather
Zoho Books Zoho CRM integration
Anybody here facing permission issues with Zoho Books and Zoho CRM integrations. I have configured the correct module permissions for Zoho Books in CRM but my users aren't able to access the Zoho Books module. They are getting the error "you do not have
Get Invoices Items using Deluge or API
I need to get item list when a new invoice is created. i need this because it is mandatory to integrate to government tax service. I created a task that execute each time a new invoice is created, but I cant get item list from new invoice. I try using
How to apply mutiple filters in zoho books list invoice
How to apply mutiple filters in zoho books list invoice like i want get all invoice from zoho books expect for status.void If someone know this please let me know Thank you
Como puedo integrar zoho books con sistema de facturación Min de Hacienda Costa Rica
Buenas noches para todos! Les agradeceria si me pueden ayudar o guiar para integrar ZOHO BOOKS con el sistema de facturación del Ministerio de Hacienda, para poder generar facturas electronicas en Costa Rica. El avance que tengo es que debo obtener una "KEY" o "TOKEN" para poder conectarlo, pero les agradeceria que me guiaran para saber si existe algun plugin de Zoho Books para poderlo conectar, he escuchado de algunas personas que lo han logrado con exito en Costa Rica, pero no he podido dar con
Receivable, Payables
We have a client that also invoices us. Our relationship has come to an end and we owe them an amount of money and they owe us, we would like to offset what we owe each other and then make one final payment. There are also small credits recorded for each
ZohoBooks API to get the contents of an Invoice
As defined https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice I am able to get the invoice via Curl curl https://books.zoho.com/api/v3/invoices?organization_id=YYYYYYYYY\&invoice_number=INV-XXXXX -H 'Authorization: Zoho-oauthtoken ZZZZZZZZZZZZZZZ' ALL INVOICE DETAILS ARE RETURNED AS EXPECTED Performing the following POST in postman https://books.zoho.com/api/v3/invoices?organization_id=YYYYYYYYYYYY&invoice_number=INV-XXXX With a header set to Authorization: Zoho-oauthtoken ZZZZZZZZZZ Returns
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