Basic and Tax amount bifurcation while making vendor payment for multiple bills
I use ICICI Business Banking integrated with Zoho Books for making Vendor payments directly from Zoho Books. It works perfectly fine. However I need a small customisation while using Bill Payment module from within Vendor account. In Purchases/Vendors/New
ZOHO BOOKS - How to key-in entry in Accounts Payable?
I'm new to this system and still in midst of understanding the system. I had added the vendors' profile and I trying to key-in the invoices from vendors into the system, there are only two options which are "Expenses" and "Journal". How should I key-in
Moving from Quickbooks - how do I handle historic VAT refunds?
I am forced to use some accounting software even though my accounts are relatively simple due to MTD and VAT. I started out with our UK industry standard Quickbooks but I don’t like it. Backstory aside, Zoho has some weirdnesses but I feel it scales better
Refund a customer leaving a negative balance
Hi, I have a business that works on horses. Often times my clients are not there and the barn owner or manager pays the bill. I had that happen recently but this time I need to refund the customer leaving a negative balance. I saw Cathy’s horse in October,
Spare parts for in-house use
Can I create a category for spare parts in Inventory Asset through Books or Inventory module. The spare parts are used internal repair and maintenance. If so how will be consumption recorded as there is no sale of item to external client. We have record
Loan and purchase
My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for
Can I transfer a balance from one customer to another?
Issue: We are a member organisation and one customer (Member 1) has paid two annual membership fees. One for them and one for Member 2. Currently Member 1 has an overpayment recorded in the Unearned Revenue account while the Member 2's invoice shows as
How do you turn a Customer contact into a Vendor contact?
In Books, is there as way to turn a Customer contact into a Vendor contact? I don't understand how to quickly turn a customer contact (one button click, or drop down menu) into a Vendor contact. When you import a contact record from CRM they automatically come into Books as a Customer, even if they are a Vendor in CRM. Doesn't it duplicate contacts to import a contact CRM as a Customer and then have to input the information all over again to make it a Vendor? Please help.
Splitting bank transaction into Personal and Business (i.e. Mobile Phone Bill)
Hi everyone, I'm new to Zoho books after migrating from Wave. I'd like to know how to manage a bank transaction that is part business part personal. In Wave it was as simple as splitting the transaction and deleting the personal part but I can't figure
Employee Loan & Deductions
One of my colleagues has taken a salary advance/loan from our company. The loan amount is ₹ 300,000, and he is repaying it through equal monthly salary deductions of ₹ 25,000. How can I record this transaction in Zoho Books, and how should I handle the
Zoho API returns 401 even after providing valid token
My API calls was success , suddenly its returning 401 , after adding space between Zoho-oauthtoken ${access_token} it started workign and still API response is inconsistant Environment: node js Anyone facing same issue ?
How do I reduce the size of the logo when using custom HTML for an invoice template
How do I reduce the size of the logo when using custom HTML for an invoice template. I see there is a %ScaledLogoImage% tag but I've been unable to reduce the image size using HTMT. <meta http-equiv="content-type" content="text/html; charset=UTF-8"> <meta
Payment refund done with Deluge
Good day, I am a newbie to ZOHO and deluge, and hope someone can assist. Is there a way to create a Payment Refund on a Payment with a deluge script? Thank you in advance
Zoho Books Domain Authentication. (SPF and DKIM) records
You might have encountered this when trying to add the SPF and DKIM records in your domains DNS settings. You can easily overcome this by checking if there's an existing SPF record in the DNS settings. To identify a SPF record, check if it contains v=spf1.
Create invoice from a sales order via Api
Hey there, how do i create an invoice from a sales order via Api?
Function #38: Charge rush fees for invoices
Hello everyone! Rush fees are additional charges that businesses add to invoices when customers request expedited or prioritized services, compensating for the extra resources and effort. The method for calculating these fees can vary across industries
One invoice multiple payment
I am using import Bank Statement for Banking transactions. My customer paid me in two installments for the same invoice. When I try to match the transaction with the invoice, I am only able to do it for one bank transaction and software asks me to make a manual entry for the balance amount So my question is how to match 2 bank payments with a single invoice?
Reporting using custom fields created in Project Module of Zoho Books
Hi. In Zoho Books I am using the Projects Module to keep track of all our projects. All projects are Fixed Costs and we do not use timesheet tracking. I have created 2 Custom Fields: (1) Project Type which is a lookup from Items to assign specific type
Zoho Books Integration with Mpesa
Integration of Zoho Books with Mpesa is now possible for the Kenyan customers. Zoho has made it a hassle-free process. It will take you a maximum of 30 minutes to be up and running with the integration. Zoho has also provided a full procedure on how the
Transfer between organizations
Hello, I am evaluating Zoho as a move off of QuickBooks Online and so far I think its going to work very well. But, being that I'm not an accountant by any stretch, I have a bit of a conceptual problem about how to do something. Basically, I am working on getting all my accounts separated by their purpose. Life happens though and its just been rather ungainly at the moment. The biggest problem is that I have intermingled other business accounts with accounts that handle rental property transactions.
ZOHO Books Magento Intergration
I would like to see a Magento integration for Zoho books. Xero did this with Fooman and it works great http://www.magentocommerce.com/magento-connect/fooman-connect-xero.html
Accounting on the Go Series-20: Enhancing Business Communication: Custom Address Formats in Zoho Books iOS
Greetings, Zoho Books Users! This Thursday, we're excited to bring you a highly requested feature that adds a new layer of customization to your business interactions. Now, you can tailor your organization's address format, as well as those of your customers
Client Portal, Downloading Invoices with attachments in bulk
Hello Our Clients used the Client Portal and found it difficult to print the invoices in bulk or download the invoices with attachments in bulk, in PDF format. As they start to complain about the time wasted for getting invoice by invoice and downloading
Recurring invoices per month and client
Hello, For a business that is selling services with annual or monthly subscription, i need to get ONE table that contains : 1) ROWS = COMPANY NAME 2) COLUMNS = MONTH Date range : LAST YEAR (Actual data) , but also UPCOMING 12 MONTHS, based on recurring
ZOHO Books Manual Journal Entry Failing with error 'The Debits and Credits do not match. Please make sure they're equal'
ZOHO Books Manual Journal entry giving error with 'The Debits and Credits do not match. Please make sure they're equal'. The same is working till 18-July-2022. After that onwards, the manual entry fails. I calculated the entry values and they are matching.
Problem with contacts with same name in CRM syncronization
Hello, I want to shed some light with a problem we have encountered in the syncronization between Zoho Books and Zoho CRM. When you have two customer with the exact same name (first name and last name) and you have the sync configuration in overwrite
Function #35: Automatically create a Task when a Quote is sent
Hello everyone, and welcome back to our series! A business employs various approaches to boost its revenue, and one such method involves promptly following up with customers to convert Quotes into actual sales. The challenge lies in handling numerous
Zoho books whatsaap integration
Please provide whatsaap integration with zoho books as in todays world to send invoice purchase order and other information whatsaap is very much helpful now a days as it can ease the business work.
VAT double line on standard invoice template
Hello, I am currently blocked to send invoice as when I issue an invoice from books, I have 2 lines for sales taxes rates. I have no idea why this is happening as I should only have 1 and I don't know where to setup and update it. I want to specify that
How to reverse unearned revenue on reports?
When i was first learning zoho i recorded some payments as unearned by accident. Now it's tax season and those unearned payments make my numbers look off. How did i adjust or fix them? Thanks.
reporting question
It must be possible. I would like a monthly Sales vs costs report. Just the two headline numbers nothing else. I am stumped how to get it out of the system
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
How can I combine several estimates into one estimate
I am a building contractor. I want to create estimate templates that can be cloned as needed to create rapid estimates/proposals for new projects. I think I have to create one HUGE estimate template that includes ALL the items required for COMPLETE projects.
Opening balances for Inventory?
Our company has been using Zoho CRM for about 2+ years now, however only recently did we convince our accounting department to switch to Zoho Books. Fast forward and they launched the integration on July 1. We've previously entered items and what rate
When can we process Journals to Supplier & Customer Accounts??
This is an important feature, is anyone in Zoho working on getting this sorted out??
What is the best way to post a large number of deposits?
I recently switched from Quickbooks to Zoho Books and like it so far, but I am struggling with matching my deposits with invoices. On certain days, I can have anywhere from 50-150 invoices that I need to match up with my daily deposits and it seems like
Woocommerce - Incoming webhook
Hello, I've recently explored various methods for integrating WooCommerce with Zoho Books and discovered that utilizing incoming webhooks offers an optimal balance of cost-efficiency and customization flexibility. This prompted me to develop my own webhooks,
Invoice Currency
Hi, I would like to create an invoice in a currency different to the base currency. Is this possible? Or is there are workaround? Thank you R
What's New in Zoho Books - October 2023
Hello users! We've rolled out a new set of features and enhancements. These updates bring you new features related to taxes, and other enhancements that will help improve your accounting experience with us. Read on to learn more about what's new in Zoho
What's New in Zoho Books - November 2023
Hello users! We're fast approaching the end of the year 2023, and we hope this has been a fruitful year so far, for your business. Like every month, we're back with the latest features and enhancements made to Zoho Books which includes a new integration,
Next Page