Not all deposits are from Customers!
Our very first transaction was $100 from an officer to open the bank account. Booking that in Zoho is properly done with "Deposit from Other Account". I can select Employee Reimbursement as the account, but what I can't do is select the officer (or employee)
Accounting for use of Personal Credit Card for business transactions
I have made some payments for stationery and other materials on Amazon required for my business through my personal credit card. I want to account for these expenses in Zoho books. How do I go about the same? I read somewhere that I can show the credit
End of Year Journal Entries - Retained Earnings
Tried to post my end of year journal entries I received from my CPA but wasn't able to post a credit or debit to Retained Earnings account as it didn't appear in the drop down list for a New Journal Entry. Help!
How to document overseas purchase using Paypal which issues a separate aggregated monthly usage GST bill
Hi, Whenever we make a purchase using Paypal from our company account, paypal charges us a transaction fees for all the $ to INR conversation and their fees. But this is never given as a breakdown. What they do is they include these in the transaction.
Item bulk updates
We can bulk update selling price, but .... Bulk updating purchase costs is just as important, please add this option !
Item taxes
There is only one entry for tax, on the sales information. Purchase information also needs to have it's own entry. We always pay set rate taxes or acquisition taxes on purchases, but on sales it can be either at a set rate or zero rated ! Or May be an
Create purchase order from sales order
Copying an entire sales order to a PO: How many times does anyone require everything from the sales order ? Most of the time, we have the majority of the line items in stock, on a big sales order with lots of items, it can be a pain to remove all these
Stock Control
Having finally managed to do tiered pricing I thought my stock control would be easy. We create an estimate. Once that is accepted the stock would be needed? Nope So then I figured we needed to create a sales order - that works. But it cannot be automated
Purchase orders
We quite often get billed for purchase orders not yet received. It seems that it's not possible to create a custom filter for this scenario ? Am I missing something here Zoho guys ?
Recommendations for Wordpress + Zoho Books integration
Hi there! We're facing a problem integrating Zoho Books with our Wordpress site - we currently sell online and offline educational courses, along with some physical products. We can sell the offline courses and products using WooCommerce, and connect
How to document a Windows license purchase without a GST bill
Hi, We recently made a purchase of OEM Windows license for our company use, which is totally legal way of buying a license for lower cost. But they never issue a GST bill for it, I specifically requested and they wont be able to issue one. Should I calculate
How to bill after 100% upfront payment ?
HI, We are making Purchase Order where we need to pay 100% upfront our vendor. To trigger the payment, we convert the PO into a bill. Problem is then, the inventory is updated with bought item... Even they are not physically here. Later, we receive a
EVERY company has a Cap Table!
As I consider converting to Zoho, I am distressed to see that Zoho does not have a concept for Shareholders any more than Quickbooks does. This has always surprised me since nearly ALL COMPANIES have more than one "owner". Wouldn't it be amazing if you
How to record transactions of a purchase and its refund in the following month?
I made a purchase of a product from Amazon in the month of May, Total cost - 1099 and had to pay IGST - 167.64. I filed the GSTR-3B and it was easy as a cake. Now in the following month of June I received a complete refund of the product. How do I record
Can I merge 2 workspace from different zoho books org?
Hi , I have 2 different zoho books orgs (2 companys),I want merge 2 workspace tables. How can I do that?
How do I book a Request Hold on a Debit card transaction when I upload the bank statement?
How can I book/reconcile a request hold? It shows as a deposit, I want to delete the transaction but Zoho books doesnt delete it, what should I do with a request hold transaction when I want to reconcile my month?
Is there a way to delete an invoice using API
We can manually delete an invoice if needed. Is there any way to delete an invoice via API?
Annexure Font & Tab Issue
I just updated the Annexure text and the formatting looks great when viewing via the Estimate or Invoice (see attached screenshots), however it defaults to Times (or other serif font) when I print the document and download it (see attached pdf). What
#4 Zoho Books Digest
Hello Readers, Hope you all are safe and sound. We are back with the #4 edition of the digest. Here is what we have in store for you: Upcoming webinar : 1) Accounting and Finance Basics for Entrepreneurs Description: If you are a business owner looking
What's New in Zoho Books - September 2020
Hello everyone! Here at Zoho Books, we're always working to build new features and enhance our existing ones for you. This month is no exception. Let's look at what's new this September 2020. Use business performance ratios to track organizational progress Monitor your organization's financial health with business performance ratios. These metrics help you understand the financial results of your business so you can stay on top of your cash flow. You can view: Current Ratio: The comparison of your
How to account for cash based advance paid for a device purchase.
Hi, We purchased a device for a total of 30,000. But to book the device for special order we had to pay an advance of Rs.1000 which was paid by one of our employee out of their pocket. We have reimbursed the employee for this amount. But the problem is
How to delete a payment already recorded on an invoice?
I clicked "I already received payment" on that option at the bottom of the invoice and clicked OK, when I realized I had an uncategorized transaction that is related to this invoice.
How can I hide Payroll from Staff?
I am using the "Salaries and Employee and Wages" account to record salaries. However one staff member of mine that adds expenses to Zoho can easily see the wages of every employee in the company which is obviously not a good option. How can you secure
Paytm Integration
We are facing error in paytm integration, though status is showing Active, my customers are unable to make payment Please advise
How to change translation of units in Zoho Books?
Hello, I use the German version of Zoho Books. However the unit "pcs" is still in English. How can I change it to "Stück"? Sunny regards, Artjom
TRANSACTION NOTE
Halo! How can i include transaction note into my report or show them in the field without going through each and every transaction to know what it was in the note. Thanks, Edwin
Default task billable/nonbillable
Currently, the billable flag is defaulted as set for tasks and if the task is non-billable, the user must remember to click it. This could cause an incorrect billing issue for my firm which is an issue. Could the flag be set at the task level?
3-tier tax rates (hi-rate on some items and low-rate on different items and no-rate on certain service items)
My state requires the collection of sales tax at the standard rate (6.25%) on general merchandise while requiring the collection of a reduced rate (1%) on certain food items sold to retail consumers. The standard sale tax options in Zoho appear to only allow an item to be universally classified as either taxable or non-taxable with no ability to assign items to a specific tax tier or tax group/ classification. Is there a way to expand Zoho's tax-calculation flexibility by creating a custom field
API Can not return 'all unpaid invoices'
Normally this wouldn't be that much of a problem, but with the ridiculously small number of API calls we can make, this is a big issue. We want to get a list of invoices that a customer has not paid. I tried doing things like status = "sent,overdue" but the API returned an error about invalid status. This means that I need 5 API calls just to find out if a customer has unpaid invoices (sent, overdue, unpaid, partially_paid and viewed). Is there an undocumented feature to 'return unpaid invoices',
Can I use Zoho Book subscription with two organisations
I have two organisations under one Zoho book account. I manage my step dad company under one organisation and my own company under my own organisation, all within the same account. I have purchased a subscription for my step dad organisation, but my organisation does not benefit from the subscription. Do I need to buy two license for each organisation under the same account? That is out of budget for me, I thought that buying the license would unlock all created organisations. Best regards, Steven
How to record GST Tax payment in zoho books?
Zoho books has option to record tax payment under accountant menu in some countries; but these features is unavailable for India. When the tax payment is recorded under expense, this is shown as inward supplies in GSTR2 (which it is not). How can we record
Individual Email Signature
Hello, I'm trying to set up the individual email signatures for my team before I hand it over to them, and noticed that the signature stays the same across accounts when I go to : Settings -> Email Templates -> Edit Signature Is there another way to add signatures that allows for unique email signatures? Better yet, one that keeps the same signature across all of the Zoho platforms?
[Webinar] Financial Analytics: Empowering businesses at every stage of growth
Hello everyone! In a data-driven world, contextual business insights are integral to business growth. At every stage of a company's journey, greater and faster access to insights can help generate new business, and improve profitability. One of the
How to account for Amazon purchase refund?
I made a product purchase using my company account, it was a standard GST invoice that the vendor gave. Now since we had to return the product because of some damage, the entire amount was refunded. How should I document this in Zoho Books?
Script to list Vendor Credits in Vendor Payments, enjoy!
We realized that Zoho lacks the ability to select Vendor Credits and Bills when making Payments. The credits need to be applied to the bills prior to creating a payment but then the payment has no reference to which credits were used, therefore the Vendor
Probleme trying to connect to zoho sign
Good Morning, i am not able to sign my invoices. I'm getting an error message " Probleme trying to connect to zoho sign" please can you check and fix.
TCS applicable on 50 lakh plus
How do we add TCS collection column on Zoho Books
Sales order expected shipping date
How do we get this to map to invoices when we convert them ? I've changed a field name in invoices to match but it's not copied over when the invoice is produced.
how to record security deposit in zoho books?
we run a coworking space business where we take security deposit from our clients which we will be refunding when the end their tenancy. how to record this in zoho books? thank you
Format Currency - xxx.xxx,xx€ in Zoho CRM
Hi Please could you tell me how to format Euro currency in Zoho CRM like you can in Zoho Books In Books I can choose the format xxx.xxx,xx which is the only acceptable format for Euro. At the moment in CRM the format EURxxx,xxx.xx is the only format if
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