Zoho Books - Bills; No way to download as pdf?
Hi, I was wondering whether there is no way at all for me to be able to download a specific Bill as pdf. Otherwise, is there an option to convert a bill into invoice so that I can dowload it as pdf? (I know I can convert an invoice to a bill, but cannot
How to create a money out credit note
How can I record a credit note from a vendor to us?
How do you create a credit note for a vendor
Hello, How do you load credit notes given to you by a supplier. For example I have a situation where I have receive 2 invoices from a supplier and then been issued with a credit note to reduce the total amount owed. How do I load a credit note for an invoice or part of an invoice from a supplier. I have loaded the invoices from the vendor as bills and am trying to process the payments. Dion
Zoho Books and Products from Zoho CRM???
Hi, Is there a way to sync or import your products from Zoho CRM to Books to create invoices with?? Thanks, Ben
Import Paypal Transaction & Information Into ZohoBooks
I would like to import transaction data from paypal and have it import to zohobooks including date, amount, items on invoice, contact information, and payment information (paid or not paid). Anyone able to do this?
How to print a Bill?
I really need to be able to PDF or print copies of Bills. What is the process or workaround for this? Is this feature coming? thanks Noga
Webinar - Introducing Inventory in Zoho Books
A lot of businesses deal with products which are shipped in and out regularly. Just accounting will not satisfy a business person who looks at a seamless management of their stock with their business transactions. That's exactly the place where Inventory comes into play. How awesome would it be if your accounting software automatically manages your stock based on your transactions? Won't you love those amazing reports generated for your inventory giving you the perfect insights on every item and
Could GET /invoices list result contain exchange_rate field?
Hi, I am implementing Integration to zoho books using API v3. I would like to generate charts for net incomes and expenses etc. using data coming from zoho. Since invoices can be of different currencies, I would really love if list result would contain not only currency type but exchange rate as well. One can get the exchange rate if I do a request for a specific invoice, but this would mean extra requests, which is not good for you (extra load on servers) and for us, extra waiting time. Is there
Article number and more fields for warehouse
Hello, I have seen that in the item management there isn't a field for the article number. Do you think to improve this in the next future? It is really important for every company. Over this, do you think to improve some more fields in the item, like weight, position in the warehouse, product category, ecc?
CRM products integration
Hello, do you have any plan to improve the same fields of "Products" in CRM? It is more complete than ITEMS in Books. Over this an integration is really necessary and so the calculation of the commission for the salesman.
Organizations list empty
I'm trying to get the organization_id from the following url: https://books.zoho.com/api/v3/organizations?authtoken=9f8cc6948b1d7a13940ade7b5dd157d4 The response is an empty array: {"code":0,"message":"success","organizations":[]} What am I missing? I have created the organization and filled out all information.
save and reconcile button not saving what was checked and unchecked
When we reconcile an account, when we find a mistake, we click "save and reconcile later", go elsewhere to correct a mistaken entry, come back and all our "checked" and "unchecked" boxes are not saved.... we have to start all over. Are we doing something wrong? Any way this can be fixed?
Inventory
Hi, I am trying to undestand how to add the related cost in to an item and add the invoice in books.
Matching Deposits That Come In A Different Amount
Hi. I have a issue; My customers pay online via Authorize.net. When they pay it goes to my process as 1500.00 (<== Ex) and then the processor removes their fee and then deposits the remaining balance into my checkings account. However when I go to "match" my transactions; zohobooks will not let me match that transaction up with the $1450.00 that has just been deposited. So how can I match this payment up without it being the same exact amount; and without creating an additional payment for my customer.
Unable to use my account
Hi, Today, when I log in to my Zoho Books account, it gives me the message "This user is not associated with organization_id: xxxxxxxx". I am shown as logged in, but unable to use any option in the system. Even "Contact Support" option within my login gives the same message. Please help. Thanks. Pradyumn Sharma
Webinar - Introducing Auto Charge feature in Zoho Books
Hi Everyone, We've introduced Auto Charge feature in Zoho Books. What is it all about it? This feature lets you automatically charge your customer's credit card for recurring invoice payments. In case of failed payments, Zoho Books reattempts to process it after a few days (set by you). To help you understand it better, we'll be conducting a demo on the Auto charge feature in Zoho Books on the 3rd of September. Join us for the free webinar and learn how to: 1. Set up recurring invoices 2. Set up
Spanish translation for Zoho Books
Dear team, Thank you very much for having translated in some languages Zoho Books. This will be a great asset for us, specially in French and in Spanish. Could I already point out to you some modifications to do: Contable => Contador (this is the word used in most Spanish-speaking countries) Gráfico de cuentas => Catalogo de cuentas (this translation was not at all accounting related) Diario nuevo => Nuevo diario As I continue using Zoho Books, I will let you know about my other findings. Many thanks
Need to get a api for orders
Hi. I need to get a api built for bigcommerce to zohobooks. Can you suggest someone? Thanks
eBay Orderh
Hi. I need a solution to import my orders into Zohobooks from ebay or bigcommerce; I use linnworks as the order software however my ebay and linnworks will connect to bigcommerce. Anybody know anything that would work good? I also need tracking information to update on the invoice when being marked as paid in zohobooks
See itemized product list in Zoho Books from Zoho CRM
Hi all...I use Zoho CRM and Zoho Books.....when I change a potential to "closed won" I see that the system creates an invoice in both the CRM as well as Books. But, when I go in to Books, only the total is created, not an itemized list. furthermore, the "total" in Zoho Books, as far as the definition of the product goes, is the "description" field of the potential. Clients should know what they are being charged for in an itemized way, but I do not see how to do that in the auto-generated Books
Does the CRM now link to the BOOKS app?
We would like to be able to automatically populate the Books app with data from the CRM. Can someone tell me if this is possible please? Thanks!
Has Zoho Books Team Completed The Seamless Integration with CRM?
Has this seamless integration been completed yet as far as the products from crm into books, etc?
sorting in bank matching
the sorting in bank statement match in the new version is horrible. In the old version, I will see the latest first, with "only" the exact amount showing. The new versions' sorting logic is horrible. If you have many similar payments, and some unmatched payments previously, you have to scroll down to search manually for the statement you are looking. Sometimes, the older statement will appear first, sometimes, the statement you are looking for is on the bottom. I have to enter the exact amount
How to refund customer on CLOSED Credit Note.
How can I record a refund to a customer after the credit note has been applied to the original invoice? Situation... Vacation Renter pays damage deposit (along with rent, all on same invoice). Want invoice to show receipt of Damage Deposit (amount of deposit entered as Credit Note rather than payment). When renter leaves home and is due the return of the damage deposit, would like to record "refund" against the credit note. Thank you.
New: Record and Collect Sales Tax from Customers
If you’re selling goods and services in the United States, you would have definitely crossed paths with Sales Tax. There’s something about it that you would have figured out by now - it’s confusing, time consuming and downright painful. Filing the tax may not be as difficult as knowing how much you need to collect from your customer or how much you owe the tax agency. Let’s face it, remembering the 45 states and their tax law is not a simple task. With a lot of businesses now using Zoho Books for
Recording other receivables
Hi I am on trial and testing on how to record invoicing a third party for other receivables. After generating the invoice, the books posted to accounts receivable in Balance Sheet and Sales under Profit and loss. Can i know if i need to manually key in general journal to get it adjusted to other receivables and other income? Thanks
Inventory management badly needed
We use Zoho Books for all our invoicing and expense tracking and recommend it to all our customers we conduct business with BUT, one of the most crucial features in this online base system is missing. A simple inventory management system would make the
Adjusting Zoho Books - ??
Hello all! I have a bit longer problem and will be indescribably grateful to anybody who takes his time to give me some hints!! I'm on trial with Zoho Books and I'm not sure if I'm missing something or it can't give me what I need, so I would be happy to know how much - and how - I can adjust it for our companies needs. Needs: We have different partners who we most of the time pay in 3 different currencies. We're ordering bigger amounts of currency at once, to try to get the good timing depending
New in Zoho Books: Expanded List View & Grouping Preferences
We are happy to announce that we have brought back Expanded List View and have grouped the preferences in Zoho Books. Expanded List View Now you can find the most important details of the sales and purchase transaction details without selecting any particular transaction. At any point of time If you wish to return to the expanded list view from the detailed transaction view, simply click on the 'close' icon placed on top of the detailed transaction view. Grouping Preferences The endless scrolling
Matched Transactions Search Function
Hi Can you please put in a match transaction search function by date? At the moment you have to scroll through every matched transaction to find the one you want to un-match if error. Thanks Gene
How to upload an agreement to Zoho Books
Hi - I have recorded a loan on Zoho Books but is there a function for uploading the relevant agreement (with amount and interest rate etc.)?
How to match bank payment errors
Hi In a situation where we have made a bank payment in error how can we match that to Zoho Books under matching. For example, say a payment was meant to be made from a bank account for £80 but by accident £100 was sent. So an additional entry for £20 transfer was made to correct the error. But in Zoho books we only have an £80.00 credit to match. When you try to match transaction it says: "Almost there, but... Sum of amount of matched transactions should equal, statement's amount" Any advice on
record deposit
in the old version, when I received deposit from customer, 1) create a credit note 2) record deposit, the account is a liability called "deposit from customer" since the money is not going directly to the bank yet, I create an account called "undeposit money" 3)when we deposit the money to our bank account, we change the account from "undeposit money" to "our bank account" in the new version, I don't know how and where to do my step 2 and step 3, where i used to go to balance sheet and choose
PayPal not accepting credit cards without setting up a PayPal Account
Hello Sent a test invoice to my self using both Standard and Business PayPal accounts. Both did not allow for credit card payments. The Standard version allowed for CC payment only if the client sets up an account. The business version gave a message that my company does not accept CC payments. Please help! I would like to offer credit card capability WITHOUT forcing the client to sign up for an account. Thanks! Kundia
Accounting Numbers on Books modules
Hi, Have you event think to add a field for accounting number on the following : Contacts Items For the moment we use Extra fields for contacts but it not appear on reports of financial views (usefull for the Accountant and to give it quickly the datas for the annual report) Thanks
Zoho Books
Can you please provide a link or detailed info on how to import contacts from CRM to BOOKS? Thanks
indispensable, needed, whised, cravings
I'm a Zoho fan, I think Zoho is developing amazing and affordable solutions for real business small and bigAs a daily user of Zoho books (now with 2 accounts for 2 different countries/companies), and working with our 2 accountants, I come to some usability issues that I have categorized (will be nice to have others added to my list from users experiences): Indispensable Reports: You can't list a group of invoices (one by one), it will group by clients, articles or vendors NEED also to be able to
Asking Zohobooks about the following conversation
Do You guys plan to set up a sync between items from crm to books anytime soon? I was told yes and then I was told no. Please advise. 1 Edit Delete Reply Replies(2) ChandyEmployee Re: ZohoCRM & Zoho Books Sync 1 day ago @dodom2, Thank you for using our forums. We are currently working on integrating Products in Zoho CRM with Items in Zoho Books. We are in the final phase of testing of the feature. That said, we request you to let us know your requirement in detail to make sure we have included
Inventory Management?
I'm having a hard time finding a way to buy and manage my inventory. I don't want my raw materials to hit my COGS until a sale is made. Do you all plan to offer an inventory management option?
Document Number Reference System for Zoho Books nad Inventory of Stock
Hello, I am new to Zoho Books as I have joined a new company. Before I used to Work on SAP in my older Job. There are several Problems I am facing with Zoho Books. It does not give any document number to keep track every time I have to view scroll through all the entries. why it cant be simple to search my payment or invoices? it does not include any inventory for trading companies, whereas it required in Financials for trading company. Hoping for your prompt reply. Reply, Abdullah
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