Statement Reconciliation
Hi Everyone! Our scenario: We made an invoice for $100 to a US client. Our base currency is ZAR ($1 = R13). The client paid $100 from their side. The bank takes a portion for the transfer and we get $95 but in ZAR on our statement. The system then converts it back to $ once the client is selected in the categorization process. However, there is a portion short on the original invoice amount. We can't match this statement line to the invoice. How do we fix this? Regards, Geran
import of second .csv-file doesn't go
Hi, I imported a .csv-file with items into my trial version of Zoho Books. As I had made mistakes in the file, I removed the whole content and tried to upload a corrected version of the file. However this is refuted for reasons unknown... I would be grateful for some advice...
Can not Add users in Zoho Campaigns
We checked from our end and we noticed that there was a separate account under came to know that there are some contact saved on it. All the data will get deleted from the account, once we delete the separate account.. So I would request you to take a backup on the data and let us know so that we can remove the account from our end. Please Help. Thanks ! I didn't find the right solution from the internet. References: https://help.zoho.com/portal/en/community/topic/can-not-add-users-in-zoho-campaigns-19-3-2016#2266000007892994
Can a hard bounce be restored?
I have a board member who had email problems for several weeks. So Zoho ended up designating her email address as a hard bounce. Her email is now working properly. Is there any way to restore an email to remove the hard bounce label? This is her company email and I would prefer to be able to use it again. Thanks ahead of time for your tips. Please Help. Thanks ! I didn't find the right solution from the internet. References: https://help.zoho.com/portal/en/community/topic/can-a-hard-bounce-be-restored
credit card details autosave
i want to not save my credit card details because the renew every month cut the money direct i want to make manually every time not autumatic
Opening balances completely wrong
Hi - I've been using books for about a year now, having originally used invoice for a number of years. Over the last year I've noticed that my cash flow figures are constantly completely wrong and seem to have worked out it's because the opening balances
ZOHO Books Pro
Are there any ZOHO Books Pro's? I am relatively new to ZOHO and I setup my system, thought it was working, but apparently it is not. Support has too many language barriers. I need to know if there is someone I can hire for a few bucks that can fix me, start over, or tele the truth and back to QB I go.
Invoice in Zoho Books via zapier
I am trying to setup integration from Weemss to Zoho Books through zapier to create and send an invoice. The parameters does include Invoice status =Paid, which is correct. However, the invoice remains in Draft, I would like to have it sent by email, with the status of being paid. Also I did not find a way to add VAT Thanks for your help Jan
Language settings, payment terms
Hi, Just some general feedback and suggestions: I'd like to see British English in Zoho products. The option is unavailable in the Australian edition of ZB. In CRM the language can be changed, but in the settings screen still shows 'Customization' - the language setting should be in accounts/profile and reflect across Books, CRM etc. On another note the payment terms need x days after end of month as an option. Apparently these payment terms are only common in Australia and UK/Parts of Europe.
Delete Accounts
I figured out how to delete accounts. Delete all Rules. Make all Categorized transactions Uncategorized. Unmatch all Matching transactions. Delete all Manually Added transactions. Make sure account is $0.00 in Zoho Books and $0.00 at the bank. Then go
using zoho books for education or training courses
hi - has anyone used zoho books to help manage expenses regarding training courses and expenses with running it? Ideally, i'd like a P&L on each course but not sure how to set up templates that we can use for each course we run. Any advice greatly appreciated.
Migrating data to ZOHO Books from Clearbooks
I am looking for someone to do a job of migrating all data from one online software package to ZOHO Books and then ensure that that integration between Zoho Books and Zoho CRM is working as efficiently as possible. Please contact me if you are capable of doing this with a cost for the job. Thanks
how to use project feature for manufacturing unit?
i am in fabrication / furniture manufacturing field. now i want to use project feature for financial watch. but can't find it useful as of now. can someone throw light on usage of project for non service ( manufacturing ) unit? currently, i tried this :- 1. made a project by name of PO. 2. adding expenses regarding that work in the same project. 3. now, when i generate the bill (invoice), it shows "1 unbilled project" under Items table. but when i add that project, it shows PO name as Item name,
API Books
Please. I need via API , to create a "credit note " only when the invoice reference or invoice number , how in the web (invoice ---more oprions---create a credit note , (file attached)) I want not to create the credit note line to line ( copy and paste) from API Books. Is it possible? In the invoice API documentation not show how it.
Localization Issues
Hi, We are getting very close to the point now where we are ready to go live with Zoho Books as our invoicing system (OrganizationID: 643856304). We have however had a few issues related to localization - we have customers who use different languages. We went with a different set of templates for each language but there were some issues that this approach could not address. I will explain them here and would appreciate details of any existing workarounds or an expected date that they will become
Need Help... Regarding accounts receivables opening balance adjustment and previous payments.
Hey! I am the new user of Zoho books. recently i transfer my accounts on zoho. I have recorded all my accounts receivables. However there is no option of opening balances directly at adding new customers. However I have recorded them by manual entries.
Custom invoice templates
Invoice status variable to use ? Is it rude to have it stamped "OVERDUE" ? :-)
my ZSC key isn't good, i can't change it, saying i'm not zoho expense admin *we don't use expense!!!
So how can i change it back to a good one? i tried with the super admin account and it says the same message : the integration can't be configured, the user isn't administrator in "my company" or in those services " zoho expense". Can you help me please?
Vendor credits & bills anomaly
Credits - Had 2 to enter, first completed OK with exact same entries, then the following ?...... Also happening in bills entry now, can't enter anything :-( .... All OK now - 12/05/17 @ 16:00
Vendor as customer
In zoho books, if a Vendor is also a Customer, can I create an invoice to bill him? The invoice balance will be booked as a credit against the vendor balance to be written off.
What's New in Zoho Books- May 2017
Pulitzer Prize-winner, Edwin Way Teale once said, "The world's favorite season is the spring. All things seem possible in May" - And if you are thinking what more is possible in this merry month of May for Zoho Books, we have some awesome features rolled out just for you! Introducing GST-Ready Financial Suite for Indian Businesses As GST unifies states and union territories with a single indirect tax, Indian businesses are no longer required to capture taxes separately or export data to another
Brokerage payable for invoices and sometimes purchase bills too
Hi We are considering to shift to zoho books. Just wanted to check if can maintain brokerage payable to different parties for invoices and some time purchase bills too. Kindly let me know if there is a feature or a way around? Thanks
Automate payments to Vendors
Hi, It would really impact positively in our business if we were able to create an invoice of a specific product, which would have been pre-configured with the Vendors' bank account information and the percentage of commission we get, in a way that as soon as the client payed, we would receive our 25% and our Vendor (in our case an owner of a vacation rental apartment) his 75%. Any chances or ideas on how we could get something like that to work? Thanks a lot in advance, Gabriel Leveau
Customising templates
Hi, I thoroughly enjoy the templates given, both for Sales Orders and Invoices. However, is there a way i can customise or change it such that there is minimal redundant white spaces within? For example, I had to key in 4 items in to the Sales Order and there is unnecessary large white space between each item and it extending the pages of the Sales Order by extra pages then is needed. The only work-around I can figure out is to use the 'Compact' template. However, it separates the Item and Description
How do I manually change the negative tax amount in an expense?
Hi, I have a Tax Group with a (positive{IVA} and negative {IRPF}). Now have to ajust some IRPF tax manually but I cannot write manual negative value. How can I do manually change the negative tax? https://www.zoho.com/books/kb/taxes/tax-override.html Thanks, Oriol
How Far Back Can Bank Feeds Get Data
Is the data feed only for transactions going forward from the time the feed is activated or can older transactions be retried? How far back will the automatic data feed go?
Trying to better understand integration capabilities
I am considering using Zovo forms and books and want to check their integration. Can I do the following? 1. I have contact data that was input via a Zovo form 2. I update 1 field in that data 3. That triggers a) an invoice to be created in Zovo books, and b) the invoice to be emailed to the contact 4. In other cases, a change would trigger an email to be sent with a file attached (PDF of a map) Is this possible using Zovo Forms and Zovo Books? Do I need any other apps?
Wholesale & Retail price lists
Hi, apologies if this has been asked but I'm preparing my first CSV import and I have stumbled at the pricing point. We have two prices, one for retail end-users and another for wholesalers that buy in bulk. How do I add a column to the import template with the second price? What would I call it? Many thanks in advance. Paul
How to select category for 'recurring bill' for utilities?
How to select account/category for 'recurring bill' for utilities? Don't see anything related in the pull down account categories menu... I know I could create a new account, but I think I must be mis-understanding since utilities would be one of the most common recurring bills all businesses deal with...
update items with api
Hi guys, I've tried ... myarray= { "sku" : newRec, "name": name+" "+newRec, "reorder_level": reorder, "vendor": supplier, "custom_fields": [ { "index": 1, "value": "On Order" } ] } Which fails when the custom_fields is included, fine otherwise ! There is no example using custom fields in the api help (that I can find) Can you help with the correct syntax please :-)
Get Expenses using SharePoint Designer Workflow
Using SPD site Workflow to get all expenses items is giving the below error: Response Content: {"code":14,"message":"Invalid value passed for authtoken."} However, when accessing the link directly from the browser everything is working fine.
data transfer from Zoho Books to Tally erp9
I would like to use ZOHO books to make invoice to clients and receive payments accordingly. Also, purchase entry from vendor. How can I easily import these data in CSV/XLS to Tally erp 9 for accounting work by auditor's ? Tally is very useful for au
Setting up Zoho Books for small Law Firms
Am wondering if anyone here is successfuly using or has set up Zoho Books for a small law firm? I'm in the process of setting up a sandbox ZB account to be used as a test case and have set up a workflow using the Retainer feature to track Trust Funds. I would like to ensure that all the information related to each client's matter can be captured in ZB and any related Trust Reporting. Would I need to integrate Zoho Projects to do so? Earl Rudolfo
Caution deposit a school collects and expenses out of it
How to record caution deposit a school collects and expenses out of it. What is best way to enable this for the customer to see in Client Portal.
Custom Reports
Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs. I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7315673-custom-reports Launch Video Examples
Invoice numbering per client
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/12839304-invoice-numbering-per-client Brand Video Examples
Changing to UK edition?
Hello, We have been using books since before the release of the UK edition. Our preferences state we are using the global edition but gives the following message: >You can't change the edition as you have transactions recorded in your account What are our options for changing to the UK edition please? Can zoho do an edition change for us? Thanks
can't ad user to CRM
Hi, It says that this user already is in a CRM account. We had a back office problem at the time I was adding this user so I need you to straighten this issue as well. He doesn't want to be in any other CRM, only in the company's. Please help or advice. Thank you; Zsuzsanna Valasik
Does an email get sent to the client when an Estimate is marked "accepted" and a Retainer Invoice is automatically created?
When I mark an estimate as "accepted", Books asks if I want to automatically create the Retainer Invoice. When I select "accept and create", the Retainer Invoice is marked as "sent". However, in my testing an email is not being sent. Should an email be sent to the client for the Retainer Invoice automatically when an administrator marks the Estimate as "accepted"? I am pretty sure this happens automatically when a client accepts the Estimate in the Client Portal but I want to determine if this happens
Change the invoice number & pdf template according to the agent
Hi, We are a little company that selling more that 4 brands, our invoices are sent to costumers by different number and template for each brand manager (user or agent). is there a way to automate this ? for exemple when brand_A_manager send the invoice/quote, the number of the invoice is modified to (brand_A_001) and automaticly the pdf template (brand_a) is used. the same for brand_b. thanks for your help.
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