Income Tax Payable
Hi there, Im having trouble showing the Tax calculations/payable at my end of year gross profit. I would like the calculation to take place after gross profit and reflect on the net profit at end of year. I cannot find a way to change the report layout. and I am uncertain as to how to record it to reflect the true values of the company, Kind regards, M. Khan.
Where can I get a private issue sorted with Zoho books rather than on a public forum
Where can I get a private issue sorted with Zoho books rather than on a public forum
Email Notifications - Not sending - From Address
Hello, I tried to email a customer and CC myself about an invoice. I didn't receive any copy. Can you please check if the customer received the notification email ? Also my other question, what is the from address that is being used to send these invoices. Can I customise it? I registered for the new Zoho Books. When is this coming ? :) Best, Charles.
Where is the thank you template?
Where is the thank you template? I would like to edit it Thanks
LIMITED ACCESS OR PRIVILEGES
What if I want my accountant to have access to my Zoho books only and my HR Manager to Zoho People only, where do I go to set up their access so they don't have access to the other apps?
Importing Bills : Involved account types are not applicable
Hello When importing bills based on the bills sample file you have, i get the following error: Involved account types are not applicable Can you please guide me on what's the problem? Thanks.
Show: Unpaid (Show balance of Unpaid)
When I go to money in > invoices > show unpaid I want to see the __balance__ of the unpaid invoices I know I can go to reports> Invoice Aging Summary and see the balance there but I'd still really like to see the balance of unpaid as a total on
I have ZOHO crm and ZOHO books I changed my credit card to pay ZOHO CRM but no option to change card in ZOHO BOOKS
I have ZOHO crm and ZOHO books I changed my credit card to pay ZOHO CRM but no option to change card in ZOHO BOOKS
expenses vs bills in ZOHO BOOKS
Accounting questions or possible fixes needed? 1) When I get paid from paypal I input the gross sale as a bill then also input on that same screen the bank fees in the invoice. When I run a report to capture the sale it doesn't show the reduced amount after paypal took their portion in the report.(bank fee) 2) reoccuring expenses vs a bill don't get taken out automatically as a bill. 3) a report reducing expenses and bills should be included to those the net after both reduced and that's what is
estimated taxes not working
In zoho books the TAXES tab isn't working.
Sales Report & Customer Payment report does not work if imported
Hello, I've learned from your support that the transactions that has taken place in Zoho Books will be only reflected in the sales report. The same goes to the Payments received reports which will reflect only the payments that has been recorded in the system. If you import these data, running these reports will return nothing. This is indeed a show stopper, otherwise why the import function? I hope this can be fixed as all the data is already there. Thanks.
Item Fields
how to apply more fields when importing item list into zoho books? must it be updated manually? or can be updated through a change of csv file? how to let zoho books pick whether its special price or original price? thanks
Books API
Are we able to use the Invoice API for Books? Or will there be a separate API for Books? Bruce Letterle Creative Web Technologies
Payment Problem
Today 03-11-2013 I have made the payment of $24 but still it shows "Your subscription has expired, to continue using Zoho Books please upgrade your subscription."
question about writing off bad debts
if i have an invoice that has been partially payed and the rest is a bad debt, can i still use write off on this? i think what i am asking simply is if i write off the invoice does it apply to the whole amount that was owing or just the unpaid amount?
Bad debts
Hi there, I am currently entering in all my data from another accounting package to Zoho Books. I have just created an invoice dated last year. I have to apply a Bad Debt against it. When I click the "Write-off" link it dates the bad debt as today's date. I need to date it to a date in the past. How do I do this? Cheers Leon
Changing a matched statement line
How do I unmatch a statement line that has already been matched in Zoho Books?
simple revenue report
What is the best way to see how many times an item was sold in the last 12 months, for how much and at what quantities to which customers? I tried to find a simple report but could not find it.
Wrong account problem
Hi There, Hope you are well I have just merged my Zoho invoices into Zoho books and the invoice data appears to be pulling through correctly. However it seems I have two accounts set up. I'm not sure how this happened , it may have been an account I tried to set up over a year ago. The problem is that all the data has transferred into my a 'trial' account rather that the 'paid' account...this includes all my bank details. This is the account which I'm paying for monthly subscription has no data..
Is it possible to make reconciliations with customers in zoho books?
Is it possible to make reconciliations with customers in zoho books?
Cost of Goods sold
Did Sir, How can I capture the Cost of Goods Sold?
dividends
how can i add dividends in zoho books? kindly note that i need it deduced direct from Retained earning
zoho books - Director transfering in equipment to company from director.
Hi there, When I set up my ltd company I transfered into it a large amount of equipment with the purpose of being paid back the value of the equipment over time. How do I record this in zoho books.
How to print Ref# and Notes in General Ledger reports
Hi, I need to print General Ledger reports with the Ref# and Notes details. Does anyone know how to do this? Thanks
Is there any update on the API for Zoho Books?
I would like to move from Invoice to Books but the lack of an API is preventing that. Thanks!
API and Documentation Update?
Are there any updates on the status of API and documentation for Books? Is there a roadmap somewhere? Bruce Letterle Creative Web Technologies
Zoho Books API
Please let me know where I can find information on Zoho Books API. I need to push data from my website into Zoho Books. Thank you.
Zoho books API
When can we expect an open API for Zoho books?
ZOHO BOOK API TO MYOB19
Just would like to know is Zoho Books has API to attached on MYOB19 version?
Bank Balance Incorrect
My Zoho Books "Bank Balance" is not the same as my actual bank balance in my Chase Bank Account, even though the accounts are linked and my transactions are being imported perfectly and are up to date. Is there a way to refresh the bank balance being displayed in zohobooks?
Account Reconciliation: different closing to opening amounts
My closing amount at the end of 31/5 is different to the opening amount on 1/6. Can you explain why and how I can amend. Previously they have always been the same and I would have thought that they should be. Thanks.
CIBC logins not working
CIBC Bank (Canada) feeds have stopped working. I have two logins: credit card login, bank account login. Both have stopped updating. I am getting 402 and 403 errors. I am trying to add a third login for a business account, and it was not succesful. On the Yodlee side, at least the credit card login seems working.
Iphone app for Zoho Books
As the topic suggests i just wondered if there are plans for this. So far this is the only thing stopping me from moving from invoice to books. in the meantime, keep up the good work. You actually make invoicing enjoyable ;0)
Zoho Books Android App
I recently moved from Zoho Invoice to Zoho books. Now I have stumbled upon the fact that Zoho Books has no android (or other) app. I can no longer enter time billable to my clients while I am at the client (or en-route/leaving). And my nifty Zoho Invoice app is useless. I'm not going to enter things twice and deal with all the mess of transporting the data between the two, nearly identical, systems (identical for the purposes of this discussion, for time tracking and invoicing). Questions: 1. What
Co-operative Bank (UK) bank feed
Hi, I've just noticed for the first time that it may be possible to enable feeds from my bank. Although not critical, this may be quite useful to me. However, the login url https://welcome27.co-operativebank.co.uk/CBIBSWeb/start.do seems to lead to nowhere. I'm well aware that the service is provided by a third party, over which you have limited control. Is it possible for someone to contact me with a view to setting this up? Regards, Simon
why can't I create an invoice from time recorded in projects
Maybe I have not spent enough time researching, but I should be able to bill time spent on projects in ZoHo books correct? I also think that there should be an option to enter an hourly or standard rate for users/employees, resources etc.. and then be able to invoice that from their billable time records.
TD Canad Trust feed not working
I still CAN'T add TD Canada Trust bank feeds to Zoho Books... the support ticket has been open with you guys and Yodlee since July of this year.... please help as I rely on the feeds to do accounting.
Help with expenses out & graph
I have put in expenses out and on the home page , the graph doesn't seem to be moving. Am i doing something wrong because the red bar should be going up ?
iPhone App for Zoho Books
Hello...will we see a Zoho Books iPhone app in 2013? If not, when?
Zoho Books Tax mandatory for bank fees
I got a hard error on tax required for bank fee... see attached image... what is causing this??? did you guys do a system upgrade ???
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