Import Bank Statement, using .OFX format
I am trying to import a bank statement, using the .OFX format - which is the format that our French bank are using for exporting the statements. I am unable to do it, it stops in the following error 24 Amount: The value for this column is either incorrect or it is not the expected value. Looking at the .OFX file in notepad, line 24 is the data holding the bank account number. In our case line 24 look like: <TRNUID>300770419515185xxxxxxEUR (the x's are my replacements of numbers) Anyone have any
i cant login to my zoho books via portal
Hi, help me Why when i go to the portal url https://books.zoho.com/portal/akunjak i can't login with my zoho account email ? thanks
Tax Report - VAT
In a VAT return to the authorities we are required to present the total of input VAT and the total of output VAT. Unfortunately although the tax detail report in Zoho does give the necessary figures there is no way to total the figures and no way to export the report to Excel in order to do it manually. This is major feature requirement and I don't believe any large company that is doing VAT would be able to use Zoho without this feature. Is it possible to export reports in csv or excel to solve
Why not make Bills billable to my customers?
It would be great to have this feature. thanks
newbie questions Zoho books
Hello I am interested in using Zoho for my translation business and have a couple questions. First, I charge different rates for the same service (for example translation of German to English) depending on the complexity, topic, etc. Can I set up one article (called Translation DE=EN for example), give it a default price value, and then change that value on an invoice by invoice basis, or will that screw things up? If I can't do that, what would be the best way to handle this? I am also having trouble
Reporting FICA Withholding in Zoho Books?
I have a payroll service that I use in addition to Zoho Books. The payroll service deducts employee salaries from my company's bank account, then makes a separate deduction for payroll taxes. I created a deduction for employee salaries, but do I also report the taxes withheld as an employee salary expense or do I report it as some kind of tax? Thank you.
Where can I find document history?
The old version worked perfectly, but after the latest update, I can not find where I can view the document history. Overall, the latest update is much much worse than previous version, not easy to upload and check in too, How can I revert back to old version?
Add images on items?
Hi there, I was wondering if I could add a picture to an item. Thanks in advance
Packing Slip - Add Contact Details to "Ship to" address
Hi, Is it in anyway possible to add contact details (name, tel #, email,..) only to the "Ship To" address. In more than a few cases we have to ship to a client's external warehouse, where obviously a different contact is used than the standard contact person of the client. thanks,
Upload receipt file attachment vs. upload invoice file attachment
In the Banking section, when uploading a receipt to match a transaction, I am provided with the option to choose "Attach from Cloud" or "Attach from Desktop." Contrast that process with the Sales / Invoices / Record Payment workflow where I am only provided with "Upload File" and I cannot get to my Cloud account documents unless the file has been synced with its respective desktop applications (Z-docs, G-docs, Box, Dropbox etc.). Can the Sales workflow be improved and work like the Banking workflow?
How do I cancel my account?
How do I cancel my account?
Problem with profit and loss statement (wrong calculation)
Hi, I have attached a screenshot of my profit and loss statement. (checked year to date option also) This month statement it showing perfectly . but Year to date column is adding Sales + cost of goods sold =gross profit .... instead of Sales - cost of goods sold =gross profit Am i doing anything wrong?
Sales Person request
Would be great if you can asign customers to a sales person and stablish the % commision they get over that client, so at the end of the month you can generate a report with the commision amounts you must pay to every sales person
How to expense made on behalf of another group company
We have incurred some expenses on behalf of one of our Group Companies..how to book this in Zoho and raise debit note..Ideally it should not be reflected in my other receivable.. Regards, vikas
Zoho Books Video Tutorial
Hi Where can I find videos I can use for staff training on following products; CRM PLus Books Recruit? Thanks,
Error: E-Mail ID already exists
Hello! I am trying to change an e-mail address but receive the before mentioned error. The user "padinhatemp@mcm-swiss.net" has been registered before but was deleted and reinstalled with a temporary email, which we would like to change back to the one before. Please advise how to proceed. Thanks for your feedback!
when will you connect books to crm together
when will you connect books to crm together so our accouting department can pull sales orders from crm
Multi Level Employee Expenses
Hi all I am planning to implement ZOHO books for my Logistics Business.Before proceeding i need certain clarification in our business we give cash handling to different employees and each of them give us the expenses associated with that manually.Now i would like to do it using zoho For example MD pays 50K to the Accountant which was withdrawan from bank . Accountant pays to Manager 10k , Junior Assitant 5K. Now i want my Manager and Junior Assistant enter their expenses directly so that i can
How to customize Invoice templates
Hello To Everyone: We are new to Zoho and in the process of customizing an Invoice template. We are looking to add some fields and remove some fields. The problem that we are having is that some fields that we have added into zoho invoice template are
Part Number or order number
Having there any plans on adding a searchable part number or order number associated with the Item
Zoho Books Auto-Charge - Automatically Charge Card/Bank Without Emailing Recurring Invoices To Contact
I have a quick question. I want to add the credit card/bank account numbers to a contact, and then create a recurring invoice set up for auto-charge. But I don't want to send them an invoice every month for their payment. I simply want a recurring invoice to be generated within Zoho Books (for my records) and their card/bank charged every month automatically. Can this be done with the auto-charge feature in Zoho Books? I created a recurring invoice and when I unchecked the "email to contact"
Discrepancies Zoho Books-Zoho Expense
Hi There This is the situation: I've been using Zoho Expense for a few months now - Extremely happy with it, btw I am now in the process of testing Zoho Books - which comes with a default group of accounts included in its Chart of Accounts Zoho Books automatically imports the accounts created in Zoho Expense. Issue is that those accounts were created without considering the accounts that Zoho Books creates by default, hence now have several expense accounts in Zoho Books that are duplicate, but with
Limited to 10 emails Books
We are only able to add 10 emails to the Organizational Profile within zoho BOOKS which is a problem because; We have found the zoho BOOKs integration with CRM has these issues: Users can not select a zoho BOOKS Estimate template Users can not select a zoho BOOKS Estimate email template. The default Estimate email template body of text contains all the HTML code making 'impossible' to review. so we tried to fallback on sending estimates from within BOOKS and could only get ten emails in the system
Sending Books Estimate from CRM
Hello, When the salesmen send a BOOKS Esitmate from the CRM side, the email editor pops up showing the BOOKS email template in HTML format with no editor bar. Our sales force does not know HTML... For example, when sending the books estimate from CRM you see the following: Please let us know how we can fix this. Thank you Jeff
Show the items that was not sold in Sales By Item section
Please implement this. I want to see those items that are not moving quickly and as efficient as possible when selecting dates. Please put a filter where I can also see all the items that were not moving. "show the items that were not sold".
account disabled
Hello I upgraded from invoice to books and now account saying it is disabled when i try to login? Can someone help? Thanks Jessica
How to delete the registered Bank Info??
I have added my hdfc bank account to my zoho books account through net banking. I need to delete that bank now. How can I do it?
My Zoho instance has been up and running on non fiscal year, If I now change fiscal year now how will history be impacted?
Hello, My Zoho instance has been up and running on non fiscal year, If I now change fiscal year now how will history be impacted? We have to change our Accounting reference date from July to Dec. We need to know if this can be easily done in our existing instance of Zohobooks and impacts to existing information. Regards Niall
Changing from PayPal to Authorize.net
Hi! We just switched form PayPal to Authorize.net.....(adding one and deleting the other). When we send out an invoice, the link in the e-mail goes to the Zoho Books page, but there is no place to click to actually pay the invoice. Before with PayPal, there was a link they could click, and now it is just an online invoice looking at the customer, but no way to pay. Does it take some time for the authorize.net integration to get set up in Zoho Books to create an online payment link? Thanks!
Is there a way to sort tasks alphabetically?
It would be really helpful if tasks could be sorted alphabetically. I don't see a way to do this.
Voiding Invoice
Hello It is excellent that you can void an invoice for a customer if sent in error. However, there does not appear to be a way to print or email the voided invoice with a VOID stamp on it or shown in the upper left corner. We are left with a screen shot. When the pdf button is pressed it should contain VOID on the pdf so we can deliver to the customer for their records. Instead, it shows the original invoice amount and looks exactly like a valid invoice. Thoughts? Thank you Jeffrey Suffet
Customizing Invoice
I was wondering if it was possible if so how to make the following changes to an invoice: 1. Place the City, State and Zip code on the same line 2. Bill to Item I want to leave it as the company name however not to repeat the name twice if I choose to not user the contacts name in the invoice? 3. Increase the text size of the Balance Due and the monies amount? I look forward to hearing your feed back.
Migrate From Zoho Books Global Edition to Canadian Edition
Hi, We currently have our organization on a Zoho Books Global Edition trial (upgraded from invoice). We are in Canada and would like to migrate to the Canadian edition of Zoho Books. We have also integrated Zoho CRM and Zoho Support with Books 1) How do we actually purchase the Zoho Books Canadian edition licenses in our account? 2) Once purchased, how do I assign the license to our existing company? 3) What special considerations need to be made to ensure that our integration with the other Zoho
1099 matching expense accounts
Below is instruction on how to map the chart of accounts to the tax lines, however, I cannot see this option when the 'edit' mode is on in the account (ie. Office Supplies). How do we exclude certain accounts or map the account to the correct 1099 box (rents, misc. income etc.) without going into the report and excluding each transaction recorded? Want to do this up front at the expense account level) not at the end and individually removing them from the 1099 report. Please advise, thanks! In the Match
finding leads once imported
I have successfully imported all names and emails into leads, it says theres 417 successfully imported. When I click onto the lead tab it only gives me the two tabs, make a new lead or import. How do I find the rest of the imported leads? I was under the impression it would give me a full list of everyone imported when I clicked on the lead screen?
Start Fresh Banking
I want to start fresh with my banking but have already thousands of matched and categorised transactions. What is the best methodology for doing this? I have a huge balance under undeposited funds, how do i deal with these?
Delete transactions?
How to delete all transactions and all self created accounts. I want to start afresh, and entry company account.
Zoho books map fielding
Hello, I have synchronised our contacts from crm to books, now I am doing the same for our products. However, with the map fielding it does not automatically sync the RATE with PRICE UNIT. the other fields did map, except the price. Now we are a bit stuck, since we cant make invoices... Thanks
payment collection fees
Hi, I use a direct debit collection service (GoCardless) which collects payments from my customers and pays into our bank account, minus a collection fee. Example: I invoice my customer for £100; I receive £98 in the bank, and GoCardless retains £2 fee. What's the best way to set this up in Zoho? When I record a payment against an invoice, there's a field for bank charges, but not for processing fees. I can record a payment of £100 and then record an expense of £2, but is there a more direct way
Payments Due
Hi Guys Is there a simple way for me to know what payments are due say on a certain date in the future and get that as a report weekly, as an excel file or pdf. That would be most useful. Kind Regards Kevin
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