Zoho Project & Books Integration
Along with Books I'm also a CRM+ user so I have Projects as part of my subscription. I have the integration enabled and can definitely send some details from Projects to Books however the integration is pretty minimal at this point. If there any plans to enable things such as: Role Rates - in a project I may have an Engineer, a Consultant, etc. each role is a different billable rate. I don't see a way to may this happen in a project that would translate to invoicing the customer in Books Billable
New Tax in India: Krishi Kalyan Cess
Dear Customers, If you're a business owner offering services in India, you must have come across the new 'Krishi Kalyan Cess' which was introduced on June 1st, 2016. The Krishi Kalyan Cess of 0.5% is to be applied to the total invoice amount which you'll charge your customers. This is in addition to the already existing Service tax (14.0%) and Swachh Bharat Tax (0.5%).The proceeds of this new cess will be used for financing initiatives relating to improvement of agriculture and welfare
Can't enter applicable tax rate on items
I'm new to Zoho, and am trying to set up my items. I have three different sales tax rates, depending on how the sales items are classified. The documentation clearly describes how to do what I need, but my item screen does not have the option to assign one of my tax rates to the items. What am I missing?
Importing invoices from excel into Zoho Books ... Weird experiences ...
Hi, This is a "newbie" question. Checked the forums & faq's with no success and hence this question. We are trying to import invoices from excel docs into Zoho Books. We downloaded the sample-file and imported it successfully. (https://books.zoho.com/common/import/sample_invoices.csv ) Then we tried changing the data in this sample file (e.g Invoice-Date field). A subsequent import fails. (see attached doc). Basically complaining about un-acceptable format. (strange, since we did'nt change the
Create paid invoice and send to client
Hi, I am trying to create a paid invoice through API. I set the balance to 0 and tried setting the invoice status to paid as well. Is there a way to do this without calling payment API as an additional step. Also I am not able to send the invoice email to the contact even though the email id is set in the contact in zoho books. I tried adding the contact_id in contact_persons and it complains of invalid id. I have marked send = true in query params when calling the API. I also get this error message
IMPORTANT: Contacts being deleted
Hi, We are having a big problem. With some costumers when we get into theis books profile at the CRM Details section a big message appears saying the following: EL CONTACTO SE ELIMINA DE ZOHO CRM (Conntact will be deleted on Zoho CRM). And when you get to the CRM again the contact has dissappear Please we are loosing costumers account !!! Regards,
Wells Fargo Bank - Incomplete Account List for Import
I have a bank account and a credit card with Wells Fargo. I give the proper user and password to login and sync my bank account, but the credit card is not listed as one of the accounts to sync. How can I get my credit card to provide the feed? Thanks
Big promblem with recurring invoices
Hi, All the recurring invoices of this month are being created with a non consecutive (apparently random) number. For example. Last Month: FA16-01188 This Mont: 1467347081839 This is a very important issue for us. Why is this happening? How can we fix it? Regards
Zoho Books/Financial Suite and Zoho CRM Integration
I have the Zoho Financial Suite integration turn on in Zoho CRM. Things like products, and client information seem to be syncing on their own just fine. However I noticed that when an Invoice or Estimate is created in Books it doesn't seem to show up in CRM on its own unless I click the sync icon on the CRM Account screen. Is this normal behavior or should Invoices/Estimates be showing up on their own?
Cannot make expense refund because the vendor's currency is not the same as base currency
I am trying to create expense refund. My base currency is CAD and vendor is USD. So when I pay to vendor I need to put in my base currency CAD, but if I try to create expense refund I cannot because of the " The customer's currency does not match with the base currency or the currency used in the transaction. Hence, this transaction cannot be recorded." I cannot create refund in USD and I cannot change vendor's currency. So what am I supposed to do?
How can I record a loan?
I have received a loan from a vendor for $5,000. How do I enter this correctly in my bank? I will be paying it back with interest. Only thing I can see is to enter it as a deposit- but then it appears I am either depositing owner equity or else it looks like income. If I enter it as owner equity deposit, how can I record the payable expense correctly? . . Please help.
mULTI CURRENCY
HI sometimes my customers pay me in different currencies: USD, JPY, CAD, CNY... HKD... how can I set this up in my system? Thanks.
Invoice a project in a different currency
Hi, I've integrated Books into Projects. When (from inside a project) I use the Invoices & Expenses option, I'm not able to select a different currency. It seems it's linked to the base currency I've in Books. I definitely cannot change my base currency in books, I need it as it is but also need the ability to change the invoicing currency when made from projects.
Quickboos and zoho data conversion
Dear Zoho Books I am looking to try Zoho Books and have a backup copy of my Quickbooks Pro Data File - QBB file format. How do I convert this to a usable Zoho file. I am new to Zoho and have limited computer experience. Thanks Wesley Boz
Employees leave provisions
Hello there, We are using accrual basis model, however I have to accrue the annual leave provision for the employee in a monthly basis. So could you let me know how can I handle such transaction in zoho books? Thanks Abdulrahman
Vendor invoice billed to customer
Hi, if I receive $100 invoice from a vendor, and I bill the customer $125 per 25% fixed percentage flow-through arrangement, how can this be set up in Zoho Books?
How do i link an imported estimate to an imported invoice.
Hi, I'm looking to find a way to link the imported estimate to the imported invoice. When i import the invoice, i need to import the same amount as "payment invoice" and then the invoice become "payed". But the estimate stays as a draft. Is there a solution for this ? Kind regards, Sidney
What is the best order to import old accounting ?
Hi, I'm looking to import an old accounting to zoho books, what is the best order to import so that an estimate / invoices / invoices payment are all linked ? Here is what i've done and doesn't work : 1 - Import CONTACT. 2 - Import ESTIMATES with the same "Customer Name" label in order to be linked (this works for the customer link, but doesn't work on the "Estimate Status" label because zoho change "invoiced" to "draft"). 3 - Import INVOICES with the same "Customer Name" label and "same "Total"
Cannot get the list of organizations
When I make a call to https://books.zoho.com/api/v3/organizations?authtoken=<authtoken> the response is {"code":2,"message":"The request passed is not valid."} What can be wrong with the request above?
Issue While Uploading an attachment to zoho invoice
Hi, I am trying to Upload an attachment to the invoice, but i am getting internal server error, code 1000. can anyone guide how to fix it
Announcing WePay integration with Zoho Books!
WePay, an online payment processor, is now integrated with Zoho Books. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Sales Return for Invoice
Hi, We had a sale and an invoice was created. A partial payment was also made. The invoice was created for a service contract. We are terminating the contract so we need to reimburse the amount that we received. For this, we need to make a sales return. Do you have that option on Zoho? If yes, please guide me. If no, do you have any other options? Appreciate your response at the earliest. Thanks!
I need to edit an invoice which has the wrong Tax categorie.
Hi, I'm looking a way to change the "Tax section" of several invoices. During the import from another accounting system, it created a different Tax category on a few invoices. It uses the TVA 0% instead of the TVA 20%. When i click on edit, it doesn't allow me to change it. Hope someone can help me. Kind regards, Sidney
Zoho Books Api - Invoice update with one field
I would like to know it is possible to update an invoice custom field with the API. https://www.zoho.com/books/api/v3/invoices/#update-an-invoice The request attributes list all the fields in the invoice. But I want to update one field only. Let me know.
How do I change the font in an email sent from the contact panel in Zoho Books?
I send clients email notes and like the ability to send them right from the contact entry. Unfortunately, I can't find a way to change the default font from Times to Arial. I would like all my emails to match, and have changed the templates for invoices, estimates, etc., I just can't figure out how to change this type of email. Suggestions? Thanks.
Zoho Books Invoice update api throws 404 error.
I am trying to update an with API. It is showing error 404 Not Found. Url is "https://books.zoho.com/api/v3/invoices/test". Any help?
Zoho Books Integrado con Base CRM
Buen día Me gustaría ver la manera de integrar mi CRM con su sistema el CRM que utilizo es Base CRM https://getbase.com/ Gracias
How to email a report concerning previous month ?
Hi, I want to send a report concerning data collected last month. As all the concerned data are not available at the end of that month, the report should be sent on the 15th of next month. For example : - data concerns may 2016 - data collection ends on june 8th 2016 - report concerning the period form may 1st to may 31th 2016 should be sent on june 15th 2016. I tried to to this by confuguring an auto-emailed report on june 15th, but the span of monthly report goes from may 15th to june 15th. How
Sinc two Organizations Books/CRm
Hi I have two organizations that share contacts and products to sell, I need to sinc the 2 Books accounts to 1 CRM account. Is this possible some way? Thanks
How do you match a transaction where a bill and an invoice have been netted and a check is issued?
We issued an employee reimbursement in the same month as an employee purchased an item from us. Rather than having the employee cut us a check and then writing a check back for the full reimbursement, I netted the two amounts -- thereby reducing the reimbursed check by the balance owed the company. But now I cannot match the transactions. It seems like a simple thing, but I cannot figure out how to handle this situation in the software. Thank you!!!!!
Opening Balance
How can i add the opening balance for the bank or Safebox
What to do with uncleared transactions after reconciling my accounts?
Hi there! I'd love to hear some opinions on what I should do with those uncleared transactions after the reconciliation. Such lingering transactions are often duplicates of a transaction that cleared. Some are just transactions manually created that never took place. I have already reconciled my accounts so I can't delete those transactions now, so I'm wondering if I should undo my reconciliations so I can delete those duplicates (uncleared transactions) or is it better to leave them there? Will
changed fiscal year now asking me to setup
I changed the fiscal year in my ZOHO Books and now when I log in it is showing me the setup screen we get when we log into it for the very first time. What's going on? Is the whole thing deleted or something?
Consulting firm needs: How do I create recurring invoices from a project? Track resource costs for project profitability?
We're trying to move away from using Zoho Projects for time tracking as our consultants find it difficult, and instead use timesheets directly within Zoho Books. As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice
Items - Sales Items & Purchase Items
I am having difficulties with the items section. We purchase items from manufacturers and then sell for a markup. The manufacturer item name is different from our item/product name. When we create a sale item, we also assign the purchase item so we can keep track of our markup for that item. The problem is that the item has the same name. When we create purchase orders, we need the manufacturer item name to show up in the purchase order. And when we create estimates and invoices, we need our item
How to process a refund?
I have created a credit note, but I can't attach it to an invoice.
How to add sub accounts in zoho books
How to add sub accounts in zoho books?
Matching Batch Deposits
Hello, We use the Authorize.Net integration, but noticed we can only match deposits to uncategorized transactions. We sometimes issue refunds through Authorize.Net and are not able to match those withdrawals to batch deposits. It would make it much more convenient, we have uncategorized transactions piling up because we cannot match the refunds.
ZOHO Integration with VCS Payment Method
Please can you integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use the pay this invoice online now with the online payment options. We cant use Braintree 2Checkout and Paypal Doesnt support ZAR. The other processors that support ZAR convert the funds to USD then back to ZAR when they pay us then we loose alot with the Forex conversion.
Portal error 500
Hello, I have a client who want to pay on the zoho book portal, bit it not working. The client have a error 500. Why?
Next Page