How 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 accounts
Bulk 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 accounts
Can 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 profiles
Cash 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I have paid office rent by cash to owner ….cash is withdrawn from bank.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.
Alguien con el problema CFDI40186 - El valor del campo Importe que corresponde a Retención no se encuentra entre el limite inferior y superior permitido.
Desde hace tiempo tengo un problema al querer timbrar algunas facturas (cabe mencionar que son diferentes clientes y son solo con algunas facturas, nos hemos percatado que es cuando son mas de 4 productos y con cantidades no tan grandes) los productos
Item/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 feature
How does the paid version work
I would like to sign up for the basic version of Zoho (Paid). I am a new business and would like to know how many invoices and receipts I can generate in a month. Thank you
For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?
We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
Payoneer Sync
I can see that Zoho fixed Payoneer feed. Now the transactions are fetched successfully (it only took you a year, wow). However, there is one significant fault: deposit transactions are fetched as withdrawals and vice versa. Now, having fetched 30 lines of transactions I have to MANUALLY remove them. And then enter them the good old way that is - manually. Zoho, is there at least one thing you do the right way and not backasswards? Just curious.
Resource Does not exist error while importing invoices
Hi I have been importing invoices every month. But this month, it shows the error "Resource does not exist" Can anyone assist asap?
Function #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 to
UPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice
Add graphics to invoice template
Hi Im using the normal template of invoice that exist already in the Books, I would like to add small graphic that I made in PNG or JPG format and paste it is some place on the invoice. I have few graphics that I want to paste depending the customer.
BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING
As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
Add a "bill up to" functionality to recurring invoices.
We use recurring invoices to automatically generate 500 invoices when everyone's time has been entered for a specific period. The time is not fully collected for approximately. It would be helpful to have a "bill up to" function that lets you create the
Set Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very
Item currency
I can't find how to change an item currency. There are items I sell only in specific countries, so the price is always in those countries' currencies, and not in by base accounting currency.
Function #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
API or Deluge script for Zoho Books Attachment Custom Field
I have created a Custom Field with field type as Attachment (Not the default Attachments) for Contact module in Zoho Books. This field should be populated whenever a record is created or the Image (Attachment field) shall be updated from external system
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 accounts
Adding transferwise.com as an online payment method
Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ Cheers
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Books Invoicing Default Payment Method
We accept Paypal and Authorize.net, but only about 5% of our customers use Paypal. We DO NOT want our customers to use Paypal at all. When we create an invoice we are forced to UNCHECK the box "Paypal" to keep it from showing on the invoice. We would
Same contact as both customer and vendor (Debit and Credit)
Hello, I believe what I am asking for is what many of your clients have been asking over and over. Below is the request again: A contact in zoho books should be allowed to have both credit and debit entries, should be allowed to have both bills and invoices, should have a single ledger statement. And no, linking of a customer and vendor is not THE option. It will never be. Please get this fixed on priority. Don't say no to this request or put it in your roadmap. Its something which needs to be implemented
PAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
The Internet of Things
Can we use IOT to Zoho to reliance on a variety of mobile devices but also automated scanners, RFID chips, and other internet-connected sensors and devices that bring their technology infrastructure to life ? For accountants, this often means getting
Bank Charges on payments made to suppliers
By default, there is no bank charges field while making payments to suppliers against bills. So I created a custom field in the payment made section to input the bank charges. Is there a way to have Zoho books also make journal entry including the bank
How to settle an entry in Zoho books if payable and receivable from same person
We wanted to fix an entry in zoho books where payment is receivable and payable from same person. If anyone know please suggest the way forward.
How to fetch Invoice data from ZOHO books to Zoho sheet?
I used to export all invoices from zoho books and import those datas in excel sheet for my analysis. i need to automate this. Like can i get data directly from zoho sheet ?. i tried zoho connection, but it doesnt shows all the datas.
Show both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,
Get Sales Order Template (PDF) and send to printer via Custom Button
Hi, I'm trying to click a custom button which sends a specific PDF template to a printer but I'm stuck! The API documentation says it's possible but I'm unsure how to implement. Any help appreciated ----------- Code I have for the PDF after I've set the
How does one record Partner remuneration for an LLP in India
Can someone walk me through booking Partner remuneration at an LLP - which is different from regular payroll? Does it go through Vendor payment or otherwise?
Cash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
Recording a depsit im paying
I need to put a security deposit on a storage unit im renting for my business. How do i record it in zoho books? as an expense?
TDS 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 ?
Experience Migrating form Reckon Hosted to Zoho Finance
Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accounting
VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
ongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do call
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