Can I sync the Sales Orders from my CRM with the Sales Orders from zoho books?
Hi, I'm on the Zoho Books trial and I like it a lot so far, how do the sales orders in both CRM and Books work together? Thanks!
Bank transactions not pulling to Books
Hiya, For some reason my Zoho Books has stopped pulling through my bank transactions. Nothing has been changed. I have tried to deactivate the feed and delete it then add the account again but it is still not working. Any ideas on this please? The bank
Bank Feed is active but no transactions are showing
Hi, The bank is active, but the transactions arent showing on Zoho so the connection doesnt seem to be working correctly although it has done previously. Can anyone help? Thanks
Split Payroll Transaction That Includes Draw and Inventory
It appears that Equity and Stock accounts are ineligible for split banking transactions, and I'm curious: a) Am I missing something? b) If not, why is there this unnecessary limitation? My use case is as follows: We are a manufacturer. A good chunk of
Sales Order Dashboard or Reporting
One of the things I'd like to see but I haven't found a straightforward way to do it is to see a dashboard for my sales orders. I run a paint and body shop and Zoho does okay for basic invoicing, etc. but I'd really like a breakdown of existing or ongoing
Item's Selling Price Keeps Rounding
I'm not sure if Zoho Books or Zoho CRM is the issue, as I have the two integrated, however my new Item's selling prices keep rounding themselves after a few hours. If I add a new item and I set the selling price as $0.1518 and the cost price as $0.1018,
Bulk Add Expense
Hi, I am using Zoho Books for managing 2 companies. I have a suggestion to improve the user experience in the data entry for "Bulk Add Expense" Scenario: I try to enter multiple expenses for a day for different types of expenses. When we do this, I have
Order of transaction display in "Banking- Banking Overview"
I used to be able to see transactions in "Banking- Banking Overview" in the order from old to new, which means that the latest transaction came top. But for some reason now I can see transaction in the opposite order (i.e. Old-- >> New), which is taking
#10 Zoho Books Digest
Hello readers, Wishing you all a very happy New Year 2022! We are back with the 10th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Webinar Title: Bahrain VAT Rate Hike: How can Zoho help? Description:
How do I delete a categorized income item without it going into uncategorized?
First of all, I know a little but not a lot about bookkeeping. That is why I hired a virtual assistant to do my books for me this year. She literally took all my banking info plus my receipts for expenses and manually added them into Zoho books for the
Zoho books integration to track shipping containers
We are in the import/export business and want to track our shipping containers similar to the way that someone tracks courier packages. There are third-party providers (example, SeaRates, ShipsGo, etc) that provide data on shipping containers worldwide
Is payroll included in zoho books?
We are about to upgrade our zoho crm and would consider using zoho books if it includes a payroll option.
Flux bancaires
Mes flux bancaires sont inactifs depuis le 18 janvier, impossible de les réactiver !
One Bank Entry and Multiple Invoice - MakeMyTrip
I have ICICI Bank feed set in bank account. Now from ICICI Bank account I paid 4324 Rs with GST to Make my trip for two different airlines flight booking. Now three parties including MakeMyTrip generated invoices totaling 4324 Rs. I Need to adjust that
Better track review based on a *when* the revenue was generated vs. when it was billed
I love Zoho Books. I just have a problem with the way revenue is being reported in my company's Zoho Books subscription. We have a professional services firm where we bill clients based on timesheets. We have dozens of clients, each with different billing
Shipping charges
Is it possible configurated shipping charges in Books/Inventory depeding of the net amount of a estimate or sales order? Example: For 0 to 250€: 10€ For 250€ to 500 €: 5€ More than 500€: Free Thanks €
Printing Invoices for Double Window Envelope
In Zoho Books, has anyone found an Invoice Template or been able to customize one so that the Company (return address) and Bill To address show properly in a double window envelope? We have not been able to get anything to fit right, and still show our Logo in the heading. Can't imagine someone else has not run into this before. Any suggestions would be much appreciated!
Adding multiple email addresses as primary contact for invoicing
Hi Team! I hope this message finds you well. Is there a way to add other email addresses to the Primary Contact for a Customer in Zoho Books? This is the use case: We have an automation that creates for us all the invoices. It's working fine, so we barely
Zoho Accounts internal server error 500
Zoho Accounts internal server error 500 during making entries in books
Upload item photos
Hi, is it possible to upload photo as a bulk to Zoho books? we have 4000 items to sell and about 3500 photos, what is the effective way to upload these photo to Zoho Books or maybe CRM? Thanks
Product Samples - Inventory and Invoicing issue
Hello I offer product samples to clients and I am not sure how to record it in Zoho Books. If I use an invoice then it is considered a sale, unpaid items and used from the inventory. Do I consider the samples as write-off? then it will be bad debt (financial
Access to limited segments of zoho books for other team members
HI, we wanted to understand if there is a possibility to give access to other team members to a specific segment of the Zoho books, like they can only access and record expenses and bills, but should not be able to view/access sales/sales reports. lets
Zoho books bank feeds
For some reason the bank feeds for one of the accounts are inactive. All the help articles online say to look in the menu for "update credentials". That option isn't even there. How does one re-activate bank feeds? Why does Zoho remove features that were
Start accepting online payments with PayU in Zoho Books
PayU India integrates with Zoho Books to enable online payments inside Zoho Books and allow Zoho Books users to deliver a seamless payment experience to their customers. Read on to learn how you can benefit from the integration and get some exclusive
Split transactions
Is it possible to enter a check that has two components to it (for example, part for rent and part for security deposit)? ALso, is it possible to enter journal entries (ie non cash transactions)? If the answer is yes to both, please explain how. Thanks
Recording landing costs as inventory?
I am looking for some advice on my problem. I am purchasing stock and recording these as under Inventory Asset and I have the following enabled in preferences: - Inventory Tracking - Track landed cost on items When a sale occurs, the Inventory Asset account
Why can't I enter a Zero in Income account
Zero is a valid amount. This means there is no income for the period. Why is it that Zoho Books won't allow me to enter a Zero? What do you if there really is nothing to enter there?????
Shipping income loss
I'm creating a journal entry for Shipping Income but it's a loss so I need to input a negative amount. Why is Zoho Books not allowing me to do this. Keeps saying to enter a valid amount. A LOSS IS A VALID AMOUNT! How do I do this? What is the format
Custom Field data type limitation
Hi! There is a number limitation with Decimal custom fields, I can add more than 3 to Contacts module. But I can't change datatype for previous custom fields, neither remove some of them if are in use ... Is there any way to extend or remove the limitation?
Custom Fields Labels in multiple languages for PDFs
If I create a custom field for a Sales Order for example. Like the supplier number of the Sales Order. Then I want to show the supplier number for all Sales Orders templates, which I can do. The problem is that if I have templates in other languages,
Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow
Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested. Just go to "Preferences" | Sales orders | Custom Buttons, click "New" If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & change
transactions that need to be 'split' but not completely
I am a property manager overseeing 4 different buildings right next to each other. We are one company, so I need one set of books, but we also want to be able to see how our profits look for each building separately. So for example, we have an expense
Create items with identical names
Hello! I have activated and registered the missing SKUs, but after this, I keep getting the message "Some of your items have matching SKUs. Please update these items and establish a unique SKU for each of them". I have reviewed all my SKUs (about 2000)
Users that need to have items with the same item names
Unfortunately Zoho does not allow duplicate item names, which is an annoyance for users that require such functionality. I can understand that SKU should be unique but why the item name ? There are a lot of users that need to have items with same names as the stock is non-replenishing such as rolls of fabrics etc, or even where the production batch is essential. I have written some code to facilitate this by using 2 custom fields - a check box & an auto increment field. If anyone would like to have
Banking - matching uncategorised transactions with invoices
Hi guys, I have upgraded from zoho invoice to zoho books. i feel that its such a good program that i want to pay for this and also to further ensure that my data is safe (premium service i feel should provide a little extra security). In the process of
CRM Sync Not Triggering Create Books Customer Events in Flow?
We're using CRM Integration to Sync Accounts & Contacts from CRM into Zoho Books. We have a Zoho flow that's triggered upon Customer creation in Books to sync to QuickBooks. IF we manually create a customer in Books then the Flow triggers. If we create
Zoho Books in Japan
Good afternoon, l am looking for some news for Zoho Books in Japan. I saw you have now a team for Japan (in Japan?), with CRM official but not Books yet, is that right ? Are you currently in preparation to make Books official in Japan ? What I have in
Zoho Books & Zapier Integration Failure
Hi everyone, I recently created a Zapier "Zap" which would allow us to send Invoices to Customers over Whatsapp Business API. It works perfectly as intended while testing, however, every time I tried to turn on the "Zap", it would act as if it was turned
How to Categorise Credit Card interest
Hi everyone. I am using Zoho Books Pro (UK) and have come across an interesting one. I have created a Credit card account int the banking tab and enter the opening balance. I now want to add an interest charge. My question is how do I categorise this
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