Add statement balance to recurring invoice
Hello, How can I add the statement balance, or prior un-paid balance to a recurring invoice? Thanks
Process E-checks?
Anyone figured out a way to process E-checks in ZOHO? If you can run a credit card why not an e-check?
Bank Feeds and Duplicate Transactions
I am new to Zoho Books. I have set up in my Zoho Books account, my Business Checking, Business Savings, Personal Checking and Personal Savings accounts that I have with Bank of America. The Feeds have downloaded my transactions and I have NOT entered anything manually. However, I have several entries that are duplicates and say 'Manually Added'. I have unreconciled accounts in order to uncategorize the entries to delete them, but they are still there. I don't understand how they are there in
Hide clients
I want to use Zoho environment in our company.
Using CRM from office and do business online budgets from the tablet from Zoho books. Creating a budget and its client, the budget is in possession of the creator , but the customer see all users. It is possible that the client sees only what the creator ?
Payment schedule before recognizing revenue
Hello. We are new to ZOHO books. We aren't familiar with enough of the vocab needed to search the forums. If you can either provide answers or enough vocab to search, we would appreciate it. Here is how our business works. Day 0 - Purchase order received from a customer for product X. Product X costs $Y. Day 0 - Customer owes 50% of $Y. Day 41 - Customer owes 40% of $Y. Day 42 - Product X ships if first two payments have been received. Day 72 - Customer owes final 10% of $Y. Questions: Can we set
consiglio (in italiano)
ciao, siamo una piccola società di servizi con circa 200 fatture anno attive e circa 300 passive. la contabilità e la produzione dei documenti fiscali è gestita da l commercialista. stiamo cercando un sw per gesire internamente la fatturazione, la registrazione dei costi, le entrate, le uscite e la situazione bancaria. qualcuno usa zoho per fare queste operazioni ? grz e buona giornata fabio bordigoni
VAT in France
Hello, the declaration of VAT to pay in France is a little bit different with in UK. in attachement you will find an example of the declaration who show you the spits we need in France. Most accounting / Bookkeeping packages allow you to output this information quickly and easily and even generate a ready to go report. Even a basic tweak to the current "Tax" report would work i.e. showing in and out separately and by tax. Currently the reporting system is completely useless for obtaining this information
Matching Deposits
When looking to match a deposit, is there an order to the "Possible Matching Transactions" Thank you, RS
Accounting difficulties
Hello All, I have a tricky issue and don't know how to explain it well, so I’ll try my best to describe it in details. My business is online based and working in web development business, however if a customer approach me to develop a website I send the request to a freelancer to develop the website which make the freelancer invoice is a cost of goods sold. Now I have couple invoices generated in 2014 and I received a partial payment for these invoices in 2014 too however the full payment made
snail mail repeating phone number
When I go to create a snail mail invoice, it is repeating my phone number for some reason on that: http://cl.ly/image/1n043v1c081p Is there anyway to just remove the country and phone number altogether for snail mail? Thanks, aj
Viewing Deposits after being matched...
If i deposit a check from client A in the amount of $120.00 which is paying for 2 invoices (80.00 + 40.00). then I sync from my bank, i will have a deposit for $120. when i select it i get the matching options of both invoices ( all good so far). later if i want to go look for that deposit again it only shows as 2 separate transactions, 1 for 80 and 1 for 40. i am used to seeing a deposit for $120.00 with a submenu showing the 80 and the 40. is this possible? Thank you,
Import helpdesk ticket as timesheet
In ZOHO Books you can create timesheet to track time worked on a project. However, can a helpdesk ticket be imported into zoho books from zoho helpdesk to track time worked on a helpdesk ticket and bill accordingly?
consiglio (in italiano)
ciao, siamo una piccola società di servizi con circa 200 fatture anno attive e circa 300 passive. la contabilità e la produzione dei documenti fiscali è gestita da l commercialista. stiamo cercando un sw per gesire internamente la fatturazione, la registrazione dei costi, le entrate, le uscite e la situazione bancaria. qualcuno usa zoho per fare queste operazioni ? grz e buona giornata fabio bordigoni
Error With Multiple Payment On Invoice
A customer is trying to make multiple payments on an invoice, but is receiving an error message.
Integration ESTIMATES from Zoho Books to Zoho CRM
Hi guys, first of all thanks for this amazing software. I would like to know if there is any chance to integrate my estimates from Books to my CRM. Thanks Bruno
Project Invoice Invoice save customization as default
When you go to generate an invoice from the timesheet it could be useful to save our last choice for the "Show in item name" and "Show in item description"
Sync Bank Account Total without Transactions Feed
Hi, I'm wondering if there is a way to connect you bank account to Zoho Books to see the total amount in the bank account in Zoho but not get all of the transactions automatically pushed into Zoho Books from the bank. For example, if I have $20K in one Paypal account and $30K in a second Paypal account and $50K in Wells Fargo, I want to see those totals on the dashboard and in the balance sheet. I want to know that all together I have $100K. But I only want to link one of the Paypal accounts to
5.1.8 Sender Address Blocked
Hi There, please remove the block on our mail account. We are not able to send a single mail right now, can you please explain the reason for this ? The adress is: milkailka172@zoho.com Thank you !
Mass Update contacts
When I originally started using book Imported my contacts and they got classified at "Both" instead of Customer or Vendor how can I perform an update without having to edit each contact individually?
recurring jobs possible?
Thanks in advance for any input on this! I am starting a window cleaning business, and the commercial clients I have will be scheduled to be cleaned weekly, bi weekly, and every 4 weeks...i know how to make a recurring invoice, but is there a way to make a cleaning/service recurring, so that an invoice is created but not sent? I'm not sure if I am asking this correctly...Basically, i would like Zoho Books to say hey (perhaps on a sunday night), here is all the cleaning jobs that are scheduled for
Matched Transaction Lines Can't Be Deleted?
Hello, Is there any way to delete transactions that have been matched with a bank statement line, or at least un-match them? I recently found that I was incorrectly recording payments to owner as an expense, but I have already matched those expenses to the bank account. Zoho won't let me delete them (I have no idea why), but I need to change them to funds transfers, since Zoho also doesn't support recording those in any other way. Please let me know what I can do about this. Thanks
Adding Projects to Expenses
Hi, I think it would be great if we can associate expenses to projects. Because right now we can only associate an expense with a Customer or a Vendor and sometimes Projects are not related to neither. For example, we are a construction company and sometime
Server reports an error: 5.1.8 Sender Address Blocked
Hello There, please remove the block on our mail account. We are not able to send a single mail right now, can you please explain the reason for this ? The adress is: milkailka172@zoho.com Thank you !
How can I set currency format?
I need set up CZK currency in this format: "100 Kč", but zoho doesnt allow me to move "Kč" behind the number. Thanks for Your help.
Adding a item in the invoice
Hello, when creating an item I have to fields: Name and Description. As the invoice is later created with a little wide column for the name, we add the item with a reference in the NAME field and a long description in the DESCRIPTION field. Later on, when creating the invoice is really hard to reming the number of the name, and would like to add the item just writing down some of the text from the description. The improvement of the new version search if I write something is in the description,
Zoho Books Wish List
I would like custom fields to be added to Lists of Products. When shipping goods I need to be able to add values for commodity code, country or origin and weight to each product. This is essenatial when exporting. The total weight of a shipment can then be calculated for the shipment. If commodity codes and country of origin are specified then commercial invoices can be produced for customs clearance. Most other accounting packages I have used allow such fuields to be added. Zoho Books is a great
Automatically apply tax group
Hi, I have a tax group set up for the 2 tax rates here in Quebec. Right now, if I want to add tax to an invoice, I have to do it on a per-item basis. This becomes very tedious when there are 20+ items on a single invoice. Is there any way that a tax group could be automatically applied to the subtotal amount of the items? Thanks, Rudy Grow
Customer and Item Data from Paypal Feed
Hi, I'm testing the live stream feed from our bank (Paypal) which I connected to Zoho Books. The transactions are showing up as uncategorized and I've been adding rules to classify them quickly. I have many questions about this process: 1) If I have 500 transactions and establish a rule for all of them (for example anything that says, "Payment Details..." is categorized as "Sales without invoice"), do I have to click on each transaction and press save? That's 1000 clicks! Is there a way to select
Zoho Books Integration
Hi, I'm on a 14 day free trial of Zoho Books, but I can't for the life of me get it to sync with Zoho CRM. I get this message each time I try to connect it. I've tried multiple user accounts in my Zoho CRM, including the super admin account but no dice. Anybody have any advice for me? Zoho tech support, can you help me out here? Thanks in advance. Ken
I've just noticed..
A credit note works better than write off for my purposes, but... When I look at my sales report by item, then click on the item I have lost record that I sent a sample to the customer. So lets say I shipped 99pcs as an invoiced sale and 1pc as a credited
Considering migrating to Zoho Books, have questions
My company currently uses a combination of Quickbooks and Zoho Invoice, but I hate the hoops I have to jump through to get my invoices out of Zoho Invoice and into Quickbooks every couple of weeks. I would love to stop using Quickbooks for day to day things, and maybe abandon it altogether if we can. I've joined a 14-day trial for Books and have played around with it--not on my live data--but to take it for a test drive. We're in Canada so our taxes are a bit different. Things I've noticed so far:
Import Tax
I have a bill from a freight company which reflects an Import tax duty. How do I record this as a TAX linked expense rather than an item. I am in South Africa and this would have an impact on my VAT recon? My accountant who works in Pastel tells me that it should be recorded as a VAT something??? Any ideas?? Thank yu.
X-Cart Integration
I am a user of X-Cart 4.6.6 ECommerce application. Like others users on this forum, there is a major requirement for the Zoho range of applications (Books in particular) to integrate with ECommerce applications. Currently we use QuickBooks Premier UK and this integrates well with X-Cart via Store Manager, a third party application. but because Zoho decided to drop the QuickBooks integration we are now left high and dry with no Zoho Books integration solution. Zoho, you have clearly seem the benefit
How can I edit the Shipment Preference List for Purchase Orders
I need to create a Shipment Preference List so I can import my Suppliers from Quickbooks. I cannot work out how to do that John Legg Owner: The Debug Store
Reconcile Bank Account
How do you reconcile the bank accounts in the new version of Zoho Books. I am based in HK and cannot receive bank feeds on business accounts? Please advise. Thanks
Multiple square connections
Is there a way to connect multiple Square accounts to Zoho? We have a Point of Sale that accepts multiple currencies - Square can only handle one currency per account and recommends creating multiple accounts for multiple currencies. Is there a way to connect both accounts to Zoho and sync?
Payment Receipt template customization
Is there anyway to customize 'Payment Receipt template' same as what we can do on estimate and invoice? As in Thailand we need to use document title as Receipt/Tax Invoice and give this to customer.
how to link file from Zoho Docs to Books invoice ??
hi, as new books user when creating invoice or purchase item, is there any way to attach pdf file from zoho docs ??. This seems as evident need for new zoho user !! any help plz ?
Integration with Square payment
We are evaluating, if Zoho books is the right product for us, We have seen that there is a recent integration with square payment services. but for some reason the service is not in the list of integrated services in the settings of zoho books. Am I missing something.
How to find a remaining balance of a customer
How to find a remaining balance of a customer in books? I charged my customers in installments and would like to know how i would be able to find a remaining balance of my all customers
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