#5 Zoho Books Digest

#5 Zoho Books Digest




Hey everyone!

I hope you are doing well.

We are back with another edition of Zoho Books Digest! Here's what we have in store for you:

Upcoming webinars:
  • Sales and Use Tax Changes, Presented by Avalara's VP of U.S. Tax Policy, Scott Peterson (For US Audience)
    Description: Join our upcoming webinar to make sure you’re up to speed on recent sales and use tax changes and the new ones that are coming in 2021.
    Date: May 13, 2021
    Time: 9:00 AM PDT
  • VAT in Oman: Is Your Business Ready? ( For Oman Audience)
    Description: If you’re a business owner in the Sultanate of Oman, we are offering you a free webinar series to learn about the basics of VAT, supply, imports and exports under VAT, and how Zoho Books can help you stay VAT compliant.
    Dates: May 26, 2021
    Time: 3:00 PM GST

Feature Spotlight

This week we're highlighting the following features:
  • Retail Premium Template Type (All Editions)

    The new Retail Premium template will allow you to accommodate more details in documents you print on thermal printers. You can include the billing address, shipping address, terms and conditions, and additional fields. You can use this template for estimates, invoices, and credit notes.

    To customize the template: Go to Settings > Templates > Invoices/Estimates/Credit Notes > +New > Retail (in the tab) and select Retail- Premium




  • Option to export financial data for DATEV (for customers in Germany)

    The cooperative DATEV is a software company and IT service provider for tax consultants, auditors, and lawyers as well as their clients. We have provided an option to export financial transactions from Zoho Books in a format that’s compatible with DATEV. After export, you can import the data directly into DATEV and file your returns online.

    Go to Preferences > Accountant to get started.


  • Zoho Books - SurePayroll Integration (US)

    Automate your payroll accounting with the Zoho Books - SurePayroll integration. SurePayroll is an online payroll management software that offers one-click payroll with federal and labor law compliance and integration with time and attendance systems. This integration fetches data from SurePayroll to Zoho Books and records it in the corresponding journals. These transactions will later be collated and put together as reports.

    To integrate: Go to Settings > Integrations > Other Apps and select SurePayroll.

    On successful integration, all your SurePayroll transactions will be automatically fetched into Zoho Books. Learn more about the integration from our help document.




  • Bulk update the TDS rates for vendors (India)

    The Central Board of Direct Taxes (CBDT) had reduced the Tax Deducted at Source (TDS) rates by 25% (for transactions created from 14 May 2020 to 1 March 2021) to help businesses cope with the pandemic. However, from 1 April 2021 they have normalised it, and you'll have deduct TDS at the normal rate in the respective transactions.

    To comply with this, you can now do an advanced search in the Vendors module based on TDS rates and bulk update the vendors for whom the TDS has been reduced. This will normalize the TDS rates in the future transactions created for these vendors.

    To bulk update: Go to Purchases > Vendors, select the vendors for whom you wish to change the TDS rate, and click Update TDS.




In case you missed it:

As you might already know, Oman introduced Value Added Tax on 16 April 2021. The new tax requirements from the Oman Tax Authority will increase the need to monitor many aspects of your business operations. Check out our Oman VAT resource page, where we have consolidated all the guides, articles, and infographics that you will need to learn about VAT and staying compliant.


Customer Stories :

In this edition of Digest, we would like to share the story of Smart WebTech, an offshore development company that specializes in website development, mobile application development, and web data scraping.

Read their complete story to find out how switching from spreadsheets to Zoho Books and adopting its connected banking capabilities transformed their business accounting.

Until next time!

Diksha Uniyal
Customer Relations | Zoho Books


P.S. Follow us on Twitter, subscribe to our YouTube channel, and turn on your notifications to stay updated!

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