Specifying the starting # for Auto Generated Invoice/Estimate numbers in BOOKS
I recently imported my data from Zoho Invoice to Books. All seemed to work well. ZohoBooks did NOT change my Invoice numbers Auto Generated by ZohoInvoice. But, now I would like to start Auto Generating the Invoice Numbers (and Estimate numbers) from WHERE I LEFT OFF with ZohoInvoice. But the first Invoice I created in Books was INV-1. I need it to be INV-134. How can I change this in ZohoBooks?
Merge Service Tax and Service Tax (Compound)
For some reason I used Service Tax on some invoices while I used Service (Compound) on others. Is there a way to bulk modify the records to use only one of them instead?
Service tax increased from April 2012
Hi My CA told me that I would need to now charge 12.36 service tax from 1st April 2012 onwards. So if I modify the current service tax, will the previous entries get changed as well? If yes, then what do I have to do to ensure that it does not? The new service tax should be applicable only on the invoices that I raise from today onwards. Rishi
bank and credit card transactions
We are already using zoho books do you have pay additional money to use this bank/credit card transactions or will it be part of zoho books we are already using? Kelly Internet Advertising Made Easy!
Bank Feeds - not working
Hi, I have tried to setup bank feeds for my accounts. Bother for St. George (AUS) and PayPal. However both fail to work.
How to get a bank registered.
I'm a beginner. How do I get my bank registered?
External Link in Email Notifications
Hi, Is it possible to include external links in the email notifications. Right now we can insert the company URL but additionaly we would like to have the option of inserting other links to other sections of our company website i.e. Terms and Conditions. Do the emails fully support HTML? Thanks, W.
Additional Email Notification
Hi, We would like to have an additional email notification. For example, an Estimate Notification in English and additionally an Estimate Notification in Spanish. Is it possible to have custom email notifications? Best, W.
user restrictions
is there a way to set restrictions upon what each user is able to access in Books? I will have technicians creating estimates and invoices for car repairs. However, I don't want them to be able to see all of the company financials.
Expense Tax Report in Zoho Books
I can't find how to generate a report for expense tax summary in Zoho Books. There is one in Zoho Invoice, but not Books. Any suggestions? Thanks.
How to handle clients or bank accounts operating in different currencies
We have some clients to which we do not always invoice in the same currency. Must we open two client accounts for them or is it possible to share balance in both currencies in one single account? We also have the same problem with the bank accounts. Sometimes clients invoices in USD finally pay us in EUR to an EUR account, but the system don't let us to record a payment in USD to a EUR account. Any workaround here?
Remove Organisation
Hi, I tried out Zoho books for one of my businesses but decided to stick to Zoho Invoice. I do however use Zoho books for another business. When I go to the zoho books page it still shows the "trial" organisation. Is there a way of erasing an organisation from Zoho books? Thanks
How to record Down payments (client up front payments)
how can i record and track down payments from my costumers? case: travel agency i record and sent an invoice on 1. january 2012 with 100 usd to my costumer he is requested to pay 10% of this invoice till 15. january and the balance on 15. april 2012 i dont want to have to whole 100 usd in my january accountings as income - but the 10% the costumer has paid i want to have to balance of 90 usd accounted as receivables in april. how to do this in zoho books?
How can i save the bank reconciliation as a word or excel or pdf file
Hi, i used the reconcile option and reconciled the bank statements for 2 months. Is there any way i can store the reconciliation details as a word / excel or pdf file. Our auditor asks for bank reconciliation statements for every month.... Thanks, Aarti
Withheld in Payment Invoices and in Bills Payments, Clonning Bills and Recurrent Bills
Dear Zoho team, I think you have a very good program for Invoicing, but with many limitations for Payments. The problem is the Books are for both. There are three topics to discuss: 1) Withheld in Payment Invoices only allows one Item, but sometimes there are more than one cause. 2) Withheld in Bills Payments. Actually is not possible. How to handle this for a while? 3) Clonning Bills. If you have the same vendors each month, is not easy to Copy / Paste. 4) Recurrent Bills. If is possible to have
Does ZoHo Books have any features that integrate with PayPal?
Does ZoHo Books have any features that integrate with PayPal?
Import Microsoft/Quicken Files
OK, so I'm adding my credit card and bank accounts and realize that my main bank isn't supported. They were not supported on QuickBooks online either, so I'm guessing it's a problem with my bank and not you guys. However, on QuickBooks online, I was able to import quicken files that I could download manually from my bank. Is there such a feature on ZohoBooks?
Dowloading Transactions Directly From Bank Account Online
There is any way to link my bank account to Zoho so I can dowload my transaction. That is a time saving deal. Keep me posted. Luis G.
How to add expenses to aging summary in dashboard
Currently not using any accounting software, and trialling zoho books. Cashflow management is important, so want to know how to include 'expenses' and 'recurring expenses' in the aging summary in the dashboard - it only seems to show bills. many thanks
updated wish list for Zoho Books
The forum does not support lots of text so I've attached the pdf
Cloning of expenses
Hi, Kindly include cloning of expenses like the current option available for cloning the invoices, in your future release. It would make recording recurring expenses and similar types of expenses easy. Thanks, Nawaz
Users
It is not showing me users - i have scanned the entire system for them. Under Home > Users the screen is blank?
Permissions users
Friends come to raise a question: How to restrict users to perform only releases and not deleting them. Zoho is improving these permissions?
Having trouble with invoices
So I'm desperately trying to get away from quickbooks because I need a cloud based solution that also has a good mobile invoicing system. Zoho invoice has really impressed me, so now I'm signed up. Downside is that I have to enter everything into zoho invoice, then my bookkeeper has to enter everything into quickbooks. All work is doubled. Zoho books looks really nice. I know it doesn't do integration with banks, but my bookkeeper hated that feature anyways because qb would dupe stuff, or miscategorize
Tax in expenses on non-percentage basis - URGENT
How can you include a non standard amount of tax to expense lines? While the rate of VAT in my country is a standard 15% it is only applied to certain items. If a receipt contains both VAT and zero rated items then the amount of tax will be anywhere between 0 and 15%. The exported CSV includes a Tax Amount field, however when I import a CSV either with OR without the Tax Name and Percentage completed, Zoho Books appears to ignore the Tax Amount and overwrite it. If the tax name and amount are left
Approved button integrated with estimates
I really like the ability to allow our customers to click a "approve" button when they view an estimate. Freshbooks offers this option and does make for easy approvals. Thanks, Bobby
In ZOHO Books: How do I get the receivables and payables and unused credits to show up under the contacts tab?
In ZOHO Books: How do I get the receivables and payables and unused credits to show up under the contacts tab? It appears that these numbers will show up if I create the invoice, or bill (etc) from contacts, BUT when I create an invoice (for example) from "Money Out" and select my "contact" from the drop down, the amounts don't appear under "Contacts." Thanks in advance, Nick
Closed Invoices cannot be edit???????
Why suddenly we cannot edit closed invoices? You Don't have a payment receipt for invoices!!!!! You taught me a work around is to choose a template as payment receipt to send to my customers after received payment. Now we cannot edit closed invoices, how can I issue and email payment receipt as pdf to my customers?????
Is not possible to change a bill date on ZOHO BOOKS anymore? Until friday it was possible...
Is not possible to change a bill date anymore? Until friday it was possible...
how to transfer credit from 1 account to another account
I try to transfer the credit from 1 acct to another acct because my client have 2 difference acct so he request the credit to be transfer. Please kind assist asap. thank you
Can the payment gateway option be added into the estimate?
As we use Zoho Books we find that it would save on having to send our customers two separate documents to contract project. We require a deposit for every job and we typically get our deposit with signed estimate. It would be great if you could add the pay online option check box with our estimates. This would allow us to send one estimate, customer makes payment, we convert to invoice and send invoice for final payment. By the way keep up the good service. It is why we decided to go with Zoho. Bobby
Year wise TDS record
My CA began to look at Zoho Books and wanted to know how to maintain year wise TDS record. I renamed Advance Tax to TDS, but he insisted that we track this by year as it gets carry forwarded. Can you help revert with a response to this question?
migrated from INVOICE to BOOKS
[11:00:21] Eugenio Ascione: Hi, We have a huge problem. We migrated from INVOICE to BOOKS. After the migration we noticed that by default BOOKS reported sales to "undeposited funds account." To clear this account we have used the "opening balance" but
Any Plans For Customer Management Integrtaed with Books?
We currently use Quickbooks manager to manage our customers/projects. It offers the ability to assign data to a specific customer as well as their customer. We work with builders which have a different clientel. We need to be able to log calls received from our customers about certain projects such as: We may have a customer call and change the color, design, location, etc.. of our product after it has already become an contract. Right now we keep track of this and much more.. Let me know if this
filter button in money in - invoices?
Hi everyone, I don't know if maybe I am going crazy but I could have sworn there was a filter button in the Money In Invoices section? What happened to it?
How do we assign the proper Chart of Accounts?
Once we create a invoice and Record a payment the only options available are: Deposit To: Petty Cash Undeposited Funds Why aren't the other chart of accounts options available? Bobby Green Any help would be greatly appreciated as we are stuck and cannot move forward until we get this resolved.
Undeposited Funds
How do I find account transactions - undeposited funds list in Zoho books
Invoice titles?
In my old system we had titles for our invoices and this makes it easier to identify the invoice I am looking for in a long list. Zoho doesn't seem to have this though and it is a hassle every time I want to look for a particular invoice. Is there an option somewhere that I have missed or that I can turn on where I can give the invoices titles? I have also found the tour not to be very helpful. Could you also please tell me what the PO# is? Thanks.
Invoices and Estimates settings available under Preferences
Hi, You may not find your 'Invoice or Estimate Settings' in Zoho Books. Do not panic. A centralized preference settings option is now available so you can set all your preferences at one go! Changes Made: 1. Invoice and Estimate sub-links are clubbed to a single 'Preference' point. Under Preferences you have several settings option available for invoices,estimates and credit notes. For more information, please refer to our Help Documentation. 2. For your convenience and to save time, you can save
PayPal payment disappeared from my ZOHO Books.
Hi, A client paid me using their credit card through PayPal, and the payment showed up fine against their invoice in ZOHO, just like normal. But two days later, I am in ZOHO and their payment is gone - the funds were sitting in Undeposited Funds in my account and now they're not and the invoice is marked as still unpaid. I reviewed my PayPal account and it says the money is there. Any ideas? I know I can fix this manually, but I am concerned that the payment may pop up again in the system later
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