Calculating Cost of Goods Sold per invoice
We sell services and most of the time, the service we sell is partly outsourced. For example, when we organize an event for a client, we hire freelance staff for that event. I would like to see the cost of staff per event invoice- how do I do that?
How to record and expense and Owner drawing in the same transaction
Good Morning, I cannot work out how to allocate a bill to both an Expense account and a Drawing (Equity account) in the same transaction. I have a home office and part of the expense is for the home office and part is for the home (not a business expense).
Is there a way to turn off signatures for invoicing in Zoho Books?
I am setting up a Zoho Flow that will automatically create an invoice in Zoho Books, but it stops there and will not apply retainers because the invoice is not signed, is there a way to turn off signatures required for invoices? Thank you!
Zoho Books contact update API not working, poor documentation, poor tech support
Having lost a whole week while trying in vain the use the Zoho Books API, and an even worse technical support from Zoho, I thought I post it here, to see whether anyone has a solution: I am trying to use the Zoho Books API for updating a simple contact,
Adding unit to invoice
Dear Support, Is there anyway to add a unit field after quantity column? Because our business is a landscape contractor and in certain circumstances we provide soil for example in cubic metres and cannot denote the unit on the invoice. Another example is we supply watering truck and charge per trip. We have a simple solution by adding the unit into the Item description but some clients have been alarmed and asked if we can change this. Please let me know, Bent Regards, Jeffrey
Get contact_id from zoho books to custom field Workflow Rules
Hi There I want to update the field " zoho books ID" I create at accounts models how I can get the record from Zoho books to Zoho CRM through workflow rule and actions functions or webhook any idea ?
create a work flow for the sale order approve
hi.zoho I want to know is that possible to set a work flow like this. if the total discount value is higher than 30% of the sales order amount. then need me approve for this sales order. thanks you very much
How to properly record income tax paid electronically
My question is probably trivial for most of you, but I can't quite figure it out on my own. After browsing internet I got even more confused... I have a bank transaction for the income taxes I paid for previous tax year. The number I got from my accountant. He made calculations without using Zoho Books. The only relevant option Zoho Books offers me to categorize it as Tax Payable. As a result I have negative tax liability. My understanding that after payment is made my tax liability account should
Best way to trigger payments in online banking
Can anyone recommend an efficient way of making payments in online banking from Zoho Books. Currently I am keying in each individual payment into the online banking. If possible I would like to make payments with a file upload into the online banking.
[Webinar] Demystifying US Sales and Use Tax, presented by Avalara
Hello everyone, Today, (no) thanks to the internet, you can find an abundance of sales tax "advice," but there are very few places to find reliable, up-to-date information. We're here to help you build your Sales and Use Tax fundamentals in just 60 minutes. Attend our live webinar on Demystifying US Sales and Use Tax, presented by Avalara on September 10th at 9am PDT, and learn how to master your tax challenges. Register now! In this session, we'll sit down with Scott Peterson, Vice President of
How to record refundable Security Deposit and Earnest Money Deposit (EMD) paid to Customer ?
Dear Zoho Team, Please let me know how I can make the record of security deposit and earnest money deposit (EMD) paid to customer. These are refundable deposits made/paid to customer. After the project is over we get the money back in our accounts. Kindly
[Webinar] E-invoicing in India
Hello folks, From 1st October 2020 e-invoicing will be mandatory for businesses in India with turnover above 500 crore, as per the recent notification by the Central Board of Indirect Taxes and Customs. To keep all our customers updated on these changes, we are organising webinars in Hindi and English. There will also be a live Q&A session where you can ask your business-related queries to our industry experts. The details of the webinar are as follows: Webinar Name: E-invoicing in India: क्या
CRM/QB to Books Migration: Can anybody recommend any Zoho Finance Partners for Quickbooks to zBooks Migration?
We're trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory. Looking for any advice, pitfalls, recommendations on which partners to use... Many thanks in advance for any assistance!
Migrate from Quickbooks Desktop to Zoho Books USA
Have any of you made this same migration from Quickbooks to Zoho Books? Looking for any pains or gains related to this. Please share any details as we evaluate this scenario. Thanks to all!
iOS App Item Search
Hi, I requested an improvement on the iOS App item search. I asked that you guys please include the Item Quantity in the search result. This was implemented very quickly and very satisfactory. But I'd like to request a little improvement. In the iOS app item search, when I search for a product, it shows the products found, and beneath each product it shows: "Available Stock" and the number of units on hand. However, it does not take into consideration the committed stock on Sales Orders. It would
Clumsy General Ledger
I am new to Zoho Books.I am in fact in the process of deciding to switch entire company to it. However, the accounting and general ledger side of your software seems insufficient in many ways. Perhaps I simply do not know how to get around in it yet. We require reports which will give us P&L's by division, product line, etc. Is that possible in Zoho? Your CRM software seems great, but the general ledger and reports seem better than QB On-line, but well below the sophistication of QB Premier.
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
Calculate End Date of Hire Period
Hi support, I have a business where furniture is hired to customers. I have set up custom fields for "Hire from" and "Hire to" dates, which I manually enter. I would like to have the end date calculated by adding a field for "Hire Period" We hire by weeks,
Refresh Feed Broken?
Seems that ICICI Bank refresh feed is not working. We get once a day auto fetch all entries (overnight) but when we press refresh feed nothing is imported. The feed also does not happen automatically on bank holiday. Yesterday was bank holiday due to fourth Saturday and today no fresh feed update happened. Though few of our customers paid us and if we log in to ICICI Bank we can see those credits. Refresh feed does not import those credits. Similarly we made few payments and the bank page shows them
[Webinar] E-invoicing in India
Hello folks, From 1st October 2020 e-invoicing will be mandatory for businesses in India with turnover above 500 crore, as per the recent notification by the Central Board of Indirect Taxes and Customs. To keep all our customers updated on these changes, we are organising webinar in English There will also be a live Q&A session where you can ask your business-related queries to our industry experts. The details of the webinar are as follows: E-invoicing in India: Are you ready? (English) Speaker:
Convert retainer invoice from estimate
Hi We always send a 20% retainer before delivering our goods. I have looked around but without any results to find an option where I can convert an estimate to a retainer, like when converting an estimate to an invoice. The problem when converting to a retainer is that none of the items are converted, it is just a free text box under description and you need to fill in the amount manually. I know there is an option to add a certain percentage, but then you also need to add a gateway. We are not
HOW TO CREATE INVOICE TRIPLICATE
I need to create invoice in triplicate as per GST norms with printing of "original for Buyer", "Duplicate for Transporter" and "Triplicate for self" in it. How to do it ?
ESTIMATE and IVOICE NUMBERS
How can I keep the same auto-generated number for the estimate to the invoice ? I mean when the estimate is being converted to an invoice i would like to assign the same number of the estimate to the created invoice thanks
Currency in Bills and Expenses
1. ) I import products from different countries I need to assign costs from bills/costs associated to the importing, customs, other costs of products. Supplier - You have to assign ONE CURRENCY, In Peru i have multiple suppliers that sell to me in Dollars
Receiving ACH payments - canada edition
Hi, Is there a way to receive ACH payment in the Zoho Books canada edition? What are the alternatives to receiving customer payments which incurs a fee lower than the standard 3% fee used by credit card payment gateways? Thank you,
Write Checks
This should have happened by now.....What is the hang up? Please get the ball rolling on this. It has been around two years and no movement. Either tell your customers that it isn't coming or let us know something in regards to time so we can make informed decisions. I would like to talk to someone in management please have them contact me. Bobby Green
Tracking Cheques issued as Security Deposit for loans taken
All Banks and Lending Institutions require a signed security cheque for the disbursed amount with the words "Not Exceeding INR ____" ( and the INR amount will equal the sanctioned amount - even if it is INR 100 lakhs). Does Zoho Books have any utility to capture the entry of such cheques which are to be recorded for tracking but as per GAAP they are not supposed to impact the Bank Account and the GL since they are a contingent liability.
Zoho books running very slow in UAE
Zoho books running very slow in UAE, this is really frustrating, waste of time. As we are facing this issue from very long time ago, we already informed to zoho customer support team many times, but they says this is temporary issue. As we are facing this issue more than a year, we cannot consider it as a temporary issue. We are planning all our branches to migrate to other software if it continues.
Zoho Projects doesn't sync with Zoho Books
I have two projects that have primary clients associated with them but they do not sync with Zoho Books. Zoho support does not know how to fix it. Anyone have any ides? When I review the sync errors the "set primary client" link does nothing.
Creating Bulk Bills
Hello i receive invoices from Suppliers and i make them payment after 15 or 30 days say they are 30 or 40 Invoices which i need to pay them after creating Bills and then Record Payments i need to know how to create bill in Bulk as i do not want to create single bill for 40 invoices as its time consuming to record bulk payment i have seen that you have a option for Bulk payment but i cannot find any option for Bulk Bill recording. thank you
What's New in Zoho Books - August 2020
Hello, everyone, At Zoho Books, we're always trying to simplify your accounting and provide you a hassle-free experience while you manage your finances. Here's a quick round-up of the updates we've made to Zoho Books in the last month: New reports: Reconciliation status report Get a detailed report of your reconciliation in the Banking section of the Reports module. You can view the reconciliation summary and statement lines, filter for matched, unmatched or categorized transactions, and export each
Reversal of bounced supplier payment
Hello, I am wanting some help on how to handle a bounced SUPPLIER payment. It appears we made an error in the bank details for one of our suppliers and a payment was returned to us. The bill is marked as paid. How do we reverse the payment and record the returned monies so that the bil will be re-opened for another payment to be made to the supplier?
[Webinar] Introduction to Cloud Accounting
Hello everyone, If you are new to cloud accounting or have just migrated to a new accounting environment, it is vital to set up your accounting system correctly to avoid problems in the future. Even for experienced bookkeepers, this can be a big task, but it doesn't have to be. To help streamline the process of setting up your accounting system, the Zoho team will host an Introduction to Cloud Accounting webinar on August 19, 2020 at 9 am PDT. Register now for the webinar! In this session, we'll
Payments received for the services provided in previous periods.
Hi Zoho. Significant part of our business is providing the maintenance services for the s/w sold (or subscription for s/w). Some of our clients use postpayment option. Let say 31/12/2020 they will pay for 12 months of services provided in 2020. Instead
Stripe - Zoho Books (India) Integration
Apologies for our ignorance we are new to this ecosystem. We use STRIPE as the payment gateway & Zoho Books (India) for accounting. We are currently dealing with confusion while trying to make entries in Zoho Books. Below is the transaction (all number are only for representation purpose) Product Price on Stripe (Invoice) - INR 100 Stripe Payment Charges - INR 10 Stripe Fee (for transferring funds to our bank account) - INR 2 So we received INR 88 in our bank account. We created an invoice of INR
Live Calculation and Live Update of custom field in Invoice Page (If OCTFIS TECHNO can do it, why can't Zoho do it?)
Dear, i saw a video from OCTFIS TECHNO, regarding Live calculation and Live Update for custom field in invoice page. If OCTFIS TECHNO can do it, why can't Zoho do it? Thanks & Regards Shamnad Jafer 9446005528
#5 CRM/QB to Books Migration: How to manage Parent / Child Customer Accounts (from CRM)
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #5 In Quickbooks & Zoho CRM we have Accounts / Customers setup as "Parent" accounts with a number of "Member" / "Child" accounts. How does this translate to Zoho Books or How to people manage this? Books seems to bring them over as individual accounts. Current CRM / Finance Setup - CRM Accounts & it's Contacts sync to Finance Contacts & contact persons (see screenshot) Current Quickbooks / CRM setup - One main billing
Import payments shows error - Invoice Number: Please specify the payment received for this invoice.
I am just starting up Zoho Books. I have successfully imported contacts, projects, timesheets and invoices, but I'm stuck on importing the payments received for those invoices. I am using the .csv template on the website, dates and numbers are all formatted
Change a default option
Hello, In the payment receipt I want to change the default option of a selection. How can I do it? I attached the image, in the fist picture "Deposito para", the default option is "Factura" and I wan to change to default option to be "Publico General". Can you add where can I made the change by steps.
How to give discount on invoice.
If there is invoice of 10000 INR and mu customer pay me only 10900 INR and want 100INR as discount on bill. How can i do that. In simple words he wants to paid partially bill and close account.
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