How to add "payment mode"
In zoho books "add payment" part, there's a "payment mode" subtitle(under received date) with few payment mode choices. How do I set other choice? Another, what is the different between "payment mode" and "deposit to"??? Since both these have similar
search for an item for various invoices
I would like to search for how many and which invoices have an particular item? is there is way to do so?
Income showing Sales that do not exsist
Hi in my dashboard it is showing a -income amount. When I click on that is shows a report that has -3348.12 in Sales, supposedly this is an opening balance but when I go into the opening balances it is zero. How do I clear this amount
Billing invoices and Expenses
Is there a way to invoice my clients from the expenses added to books. What I would like to do is once I get a bill to pay this needs to be invoiced to all my clients. So 120.00 needs to be invoiced to 4 clients as $30 each. It seems you can only bill 1 person when you add an expense.
Problem with estimate and invoice templates.
Does anyone know how to keep the formatting that is preset in the templates. For example: I have customized my estimates to include oue website as well as our phone number. The problem that keeps occurring is that when I add the new line it becomes double spaced while all others above it stay single spaced. I cannot seem to get this to stop happening. It looks bad on final document. Any help would be appreciated. Thanks, Bobby
How do I apply a credit from a vendor?
To further clarify: I ordered something from a vendor, paid for it with a credit card and then realized the payment amount was incorrect. So the next day the vendor credited the difference back to my credit card. How do I record that transaction against that vendor and on the credit card so my Zoho Books matches my credit card statement?
Custom tracking column
Is it possible to add custom columns to invoices. For example: We publish a magazine and need to track sales and expenses per issue. On invoices we can invoice for multiple issues so each line needs a separate tacking field. Have a look at the way that
Importing data
I would like to use zoho books but first, I need to make sure I can import my database from MS Accounting 2007 in order to keep my company's financial and accounting information in one place. How is this possible??
Credit Notes - Collecting Forgeign Money
Hi, we collect foreign money and therefore charge the client a fee. If I create a credit note and deduct a fee in it, I cannot add a payment. If we separate into invoice and credit note it is not possible to apply the credits to the invoice because the amount of the credit note is higher then the amount of the invoice. Any work around ? thx JS
Is Zoho Books down??
I'm getting a '500 internal server error notice' with no access to books?
Recurring invoice expiration
Our company is doing rental business. I have used recurring invoice to generate monthly invoice for our customers, but there is no notice to my email or anywhere that a recurring invoice has or going to be expired. Is there a function that I could set, say a month before the recurring invoice expire, then I could contact my customers for contract renewal? thanks
Recent UI changes in Zoho Books
Dear Customers, Thank you for using Zoho Books and for your continual support to us. Following are the recent UI changes to the Zoho Books application : (List-view enhancements) QSB (Quick Search Button) is replaced with an advanced "Search" option. Sorting function is added to the headers itself. You can click the header to sort the data. "Reference field/P.O #" field is unexposed in the list-view page. Data entered within the fields could be viewed in the details page of each entries. Filters are
Generating Paypal payment link manually
Hi, we'd decided to create our own paypal link in the invoice that we're sending. 1 question and 1 problem. first, the problem: when editing the invoice notification email is supposed to be like this. https://www.paypal.com/xclick/business=email@address.com&item_name=%CustomerName%& item_number=%InvoiceNumber%&amount=%Total%¤cy_code=USD but everytime when I'd saved the template, the last holder that is the currency code will be changed to "¤cy_code=USD" instead of "¤cy_code=USD" secondly,
Begenning balance
When I try to reconcile my account, I am off the amount of my beginning balance. When I opened the account, before I knew Zoho books so I just used Owners Equity instead of going to settings and filling out the opening balance sheet. Now I can not change that and so therefore my account wont balance. Any suggestions to how I can fix this without having to reenter a new account and start all over?
Terms of Payment: Customized field
I offer services that require 50% upfront deposit and the remaining balance due upon completion of project. Currently I can only select a calendar date. It would be great to provide a customizable field for such instances.
Where is my saved Doc in Books?
Where is my unfinished saved reconciled bank account?
Zoho Boooks for a financing start-up
I manage a financing start-up. I have to manage my assets: loans given out to our borrowers, and the liabilities: loans received from lenders. We need an account management solution that provides us the following: 1. total outstanding amount 2. cash inflows and outflows expected at the end of every month 3. interest income accrued 4. interest expenses accrued The following parameters of the loan need to be considered for managing the account: 1. amount 2. interest rate 3. tenor 4. repayment frequency
Name sorting bug
under recurring invoice, I have my profile name starting like suite 02, suite 03....... suite 99........ I have recently changed a profile name from suite 19 to suite 73, after that this suite 73 is always display first before suite 02 under name sorting.
How do i account cheque written to establish petty cash fund?
Dear friends, I am new to zoho and new to accounting concepts as well. Could some one help me to figure out how to account cheque written to establish petty cash fund. Thank you Bijoy
New look on overdue payments
The previous look has days of overdue payments, but now only shows the payment day and due day. I want to sort from the longest overdue payments and I don't want to calculate how many days of overdue payment by myself!
Is there an option for only some invoices to be able to pay online?
Once I activate the online payment option, every customers can choose to pay online. But my question is, I just want some of my invoices able to pay online and some cannot. Is there a way to do that? At this moment, I have to disable the online payment option in order to not giving some invoices to be able to pay online.
Quickbooks version question from new user
I see that the latest Quickbooks version that Zoho works with is 2010. But the latest QB version available is 2011. What do I do if I'm doing a new install of Quickbooks and Zoho? WIll it work with the latest version of QB or do I have to hunt around for an old version of QB? Thanks in advance.
How to record transaction for returned bills
hi, I paid Rs.X for a particular bill in advance. The bill was cancelled and the supplier credited me back the money. How to I record the transaction. Thank you
Credit note pdf cannot show chinese characters
When I print out the credit note for customers with Chinese company name, there is nothing showing under "billing to"??
Easy way to match up materials ordered from vendors for specific jobs?
Hello, I have a client who is considering looking at switching to Zoho Books, but is very specific on functionality that he needs the software to be able to do. I use Books myself for accounting/invoicing but do not specifically know if it can fulfill this functionality. This person wants to be able to enter an order for a client and track the materials he needs to order from his vendors for that order. Currently he is able to enter into a database all the materials he orders, from which vendor,
The selected contacts cannot be deleted because they were imported from Zoho CRM.
I ran another import from CRM to Books and it duplicated many contacts once again. However, this time I cannot delete the ones that imported from CRM and they did not overwrite the originals, like they were supposed to. How can I resolve this? Bruce Letterle Creative Web Technologies
Why does my ZOho Books Payment Reminders keep being diabled?
Is anyone else having this problem?? Everytime I log out and log back in they are disabled.
Labor costs not tracked as an expense
Why aren't our timesheets (labor costs) incorporated into the reports as Operating Expenses and Liabilities? The dashboard is showing my "expenses" versus my "income," but it's not accurate because I also have to pay my employees.
Profit and Loss Display Options
In the profit and loss report, when you click on an account, how can you display the activity in the account by vendor?
Changing a tax to compound tax
I have been using a particular tax as a normal tax. Now I want to update the tax to compound tax. But when I try that, I get the error - Operation failed. : [TaxGroupDetails] null, message from server: \"Column \'TaxID\' cannot be null\" Kindly advise. Thanks
Things I need in Zoho Books
Hi, I'm very happy with Zoho Books but I would like these ideas implemented someday: • "Sales by User" reports! (For allocating Sales commissions) • Individual "Signature" template for each User (So each user can have his/her respective contact details
Keep track of Invoice Admin
So if different reps input the invoices is there an automated way for keeping track of who entered in the invoice? I think in Zoho CRM it has a field that says who the owner of the file is. So in short is there a way to link sales reps to invoices? Besides using the custom fields? ~ R
VAT reporting and repayment
Is there a way to report VAT for a period? I currently incur VAT, but do not charge VAT (due to high exports) so I file for a VAT repayment each period. How would I account for VAT repayment? Thanks!
About solutions to enhance Zoho books
I am currently a user of Zoho books and I have some questions to ask you please: -Is there a system to do a quick check of invoices (how to know quickly the missing invoices?) -How we can solve the problem of future operations that distorts the daily balance avoiding the daily check. -Is there a way to change the date for future operations or label them as future operations to manage -them more quickly? -Is there a way to quickly export all the transactions? -Is there a secure way to share this information
Option to automatically add new charges to next occurrence of recurring profile.
Here is my scenario: All of my clients are charged a monthly tuition. So, they are all set up with recurring profiles. In addition their monthly tuition, we sell books/supplies to them on an irregular basis. These we send out as separate invoices from
Zoho Books to Zoho Invoice Sync
I have started using Zoho Books and put in quite a few Invoices to bring my accounts up to date before sending to my accountant for tax return purposes. The invoices I created in Zoho Books are not showing in Zoho Invoice - I know that they will sync the other way (from Invoice to Books) but is there a way to do this, or will I have to input them manually? Thanks Shauna Secret Secretary
Why Active Recurring Invoices are stopping?
I have several active recurring invoices that stopped and I re-enabled them again and again they go back to stopped after a while. Why? Jorge Roque, MCSE, CCNA, LCP PC Repair Guy www.PcRepairGuy.US
CRM and Projects users are showing up separately in Books
I have imported my clients utilizing the import from CRM feature. Whenever I bill out for a project that is attached to that specific client, it automatically creates a duplicate contact in books, and I have to change the client that the invoice attaches to as well as delete the duplicate entry. These are all the same client. I would like Books, CRM and Projects to work together, and not duplicate entries over each other.
Any reason Zoho INvoice and /Zoho Books are co-existing?
Isn't Zoho Books including all features of Zoho Invoice?
Need on accountant familiar with Zoho Books
I'm sold on ZohoCRM, and I am willing to dump Quickbooks for Zoho Books. But I will need a new accountant to set us up in Zoho Books (take the QB data, accrual-based, and recreate in Zoho Books). Is there a list of Zoho-friendly accountants anywhere? I'm in the US, West Coast
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