i have to deduct the bill amount against a invoice made.
Actually i am buying the part from customer and value adding and again invoicing it to the same customer. Customer pays only for the service added. 1. How i have to close the payment for the bill generated for part received from customer and 2. How i have to close the invoice with payment receipt from customer and balance payment against bill raised.
Bank - matching transactions
Update required to avoid screen smashing & brain malfunctions .....
You have transactions which do not have the required information to upload to GSTN.
Why all of a sudden, Zoho books found that I have invalid GST information? All my customers are updated as Unregistered business and it still shows that invoice does not have valid information. Now when I follow the suggestion and go to update fields, I get very contradictory things...My invoice items are listed as services with valid SAC code, but it says this: In the screenshot the product type is shown as Goods and in Red, it says You have changed product type for this item after creating invoice.
I am getting a 403 error updating a feed from TD Bank Canada (business)
I am in USA. This was working for the whole year until today. I am having trouble signing up a feed from TD Bank Canada (personal/business) Type of Error: Agent Description: Represents a general script failure. Possible workaround: There is no workaround for this error as the cause of the issue needs to be analyzed and fixed. This can also happen due to some temporary or unhandled scenarios like the site pages being very slow. In such cases, if you try to update the account after some time, it may
An important update from Yodlee regarding changes to consumer account information of Capital One.
Hi all, As most of you know, Zoho Books is partnered with Yodlee to fetch the bank feeds automatically. We received an information from them recently regarding a change in the flow of bank feeds from Capital One bank. Yodlee is updating their existing technology plan to counter this change and help smoothen the entire transition. However, there might be certain performance issues while fetching the bank feeds. We, at Zoho Books, will take best efforts to help customers facing such issues by contacting
Itemization feature in Books does not work
Tax does not add up correctly - even if it is added to Expense and then synced to Books, the tax is only the first line, not the total tax If you try to amend it, an error message prevents you from doing so, as the totals are wrong When you first try to add an itemized expense, there is no option for tax inclusive or exclusive In fact the whole itemization feature is a bit of a mess and we have given up using it This is a pain as we now have to create several expenses for each receipt if the tax
COSG entries populated by Credit Notes
Hello! I've come across an issue in COGS amounts based on Credit Notes (CNs) for retail business. From the communication from Zoho support I learnt that COGS amounts are generated based on FIFO, while CN amounts are derived from the latest bill. To the best of my understanding CN amounts should also be generated using FIFO. Otherwise, this will lead to misstatements. Let me make an example to what it leads in accounting: Say we purchased 100 items for $5. And we sold them all to our customer. So
Search item on new Purchase Order / Bill / Invoices
When creating a new Purchase Order / Bill / Invoices, I have hundreds of items in the system. Unfortunately, I have to type exactly the item name before it is filtered. For example, I have an item called "cs - Assam". If I simply search the item by typing "Assam", I will not be able to find the item. Please enable smarter search capabilities. I'm sure it will help customers with many items!
Check Printing Question
I already have my address on my checks. How can I prevent Zoho from printing my address again?
How to get group_id in zoho book by api of item list reply me asap
How to get group_id in zoho book by api of item list reply me asap
October features info?
There's an interesting "What's new" for October 2017, but no post or info/link? Really interested to read about the customization for lines! Thanks, Michael
Backing out taxes not working
it is subtracting the tax rate from the purchase price, not calculating it as a % of purchase price. In invoice . Sub Total (Tax Inclusive) 90.00 Discount (Applied On 89.93) % 0.00 Sales Tax Denver & Colorado Combined [0.0765%]
Expenses Sorting
Hi, The expenses in Zoho books have a way of getting disordered very quick, say they are sorted according to date, when you insert or edit an expense they would disorder like all of them, maybe random or in a way I don't know. This is annoying especially when you have 1000+ expenses and you need to browse through the pages because they have a 200 limit (why not put it 1000?). I hope you fix this. -------------------***------------------- No: I am not tired. I have a curious constitution. I never
Account Statement
Need help. How can i display draft invoice in account statement. i want to display all invoice report in account statement.
Tracking Balances of Loans given
Hi I have successfully recorded an amount that I lent to someone in ZohoBooks. I have also recorded the partial payment received from the same person. Now what's the best way out to check how much BALANCE amount this particular person STILL owes me? Thanks Nasir
Zoho books- PayPal business payments
Hello, Does this still apply?? I remember reading this elsewhere, but i am not sure it works anymore with other platforms/apps in the marketplace. PayPal Business Payments Your customers can pay with their PayPal account only. You will incur a flat fee of $0.5 per transaction I found it at: https://www.zoho.com/books/help/settings/settings.html#online-paymentgateways This is crucial if one want to save money from PayPal fees.
Hour format in timesheet reports
Is there a way to change the format in timesheet to have 3.25 instead of 3.15 (3 hours 15 minutes( or 3.75 instead of 3.45 When you export in excel a timesheet reports, hours cannot be summarized. I use the report for payroll and I have to convert everytime In Zoho project they have both time format on reports Thanks Marie-Andrée
Strange bug in Zoho Books.... Can't refund Vendor Credit of a bill to same account which I paid the bill from?
Two screenshots below says it all I paid a bill with paid 211.4 through "Ebay Receivables" account (Account type: Payment clearing) as shown below image or attached image ZohoBillPayment.gif ....... But after some days when I created Vendor Credit of same bill and tried to refund 76.63 it doesn't show the account "Ebay Receivables" which I used to pay the bill.... See image below or attached image ZohoVendorCreditRefund.gif ... It is a very simple logic.... When we are paying our bills through an
How to attach file to Estimate using PHP and cURL.
Hello i am attempting to attach a pdf file to my sales Estimate through a download link. I was wondering if this was possible through PHP and cURL by passing the file or download link through?
Estimate to Purchase order
Hello, How can I link or convert a won estimate to a purchase order?
Integrations Between 2 Separate Companies
How can I integrate two separate ZOHO companies in ZOHO Books so that when a purchase order is created in one company, an invoice is automatically created in the other company
Templates unnecessary space
How to remove unnecessary space in Invoice. Suppose there is Only one entry in invoice then total in words and authorized signature columns comes exactly after the entry. I want total in words, terms and condition and authorized signature columns to be at the bottom irrespective of number of items entries. In short I want to use full a4 size paper, print shouldn't be in between.
Zoho Books and CRM two way integration
Can we please know when there will be a two way seamless integration between Zoho Books and Zoho CRM
Customer Balances Summary By Sales Person
Hi There! Would like to know if there is a way to generate this report directly from the portal? Report - Customer Balances Summary By Salesperson as of DD-MM-YY SalesPerson 1 Customer X - Balance Rs/- Customer Y - Balance Rs/- . . Customer N - Balance Rs/- SalesPerson 2 Customer Z - Balance Rs/- Customer Y - Balance Rs/- . . Customer P - Balance Rs/- Please note: Customer Y has balances towards both the salespersons. Thanks, Deepak
Some Zoho bills not exporting through API due to GST error
We are getting below error when trying to export bill for an unregistered GST vendor. We apply a GST expemption for these vendors. I believe this was working without issues few days ago. But now we get below error- code: 71510, message: 'Tax Exemption should not be applied for GST unRegistered vendors Transaction.' } What does this mean? How do we not charge GST for these vendors? We have to pay our vendors in 2 days and most of the bills are incorrect. PLEASE TAKE A LOOK. The data sent through
Payment Date not visible for Pur. Invoices
Prviously the payments made used to reflect under the invoice (footer area). But you changed it to a second tab now. I only see the Date when payment is recorded, not the actual date of payment made. Please fix this and show Date of Payment made in the row too.
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks online solutions, zohobooks support, for all small business, accounting firms, ecommerce, online stores, ERP, Accountants and Bookkeeping enterprise businesses and CRM systems. http://satvasolutions.com/services/api-integration-services/accounting-integrations/zoho-api-integration-services
Upgrade from Invoice to Books
Hi, I'm trying to upgrade from Invoice to Books but have a couple of issues: 1 - the upgrade fails because of an error message that tells me to disable late fee in invoice. But it doesn't tell me where or how to do this. Can someone help and explain how to disable the late fee? 2 - I have already opened a trial of books before I realised I could upgrade. Does the organisation I created in the Books trial need to be deleted before attempting the upgrade from Invoice? Thanks
How to update a specific field of many invoices in one go?
It so happened that I have uploaded multiple invoices via import invoice option & entered payments for each of them. Missed to specify the Item type as service and its now configured as goods instead of service. Chagned the item type to service in the Items but that did not change anything in the invoices uploaded earlier. Now don't want to edit each envoice individually as he total is above 300. How to rectify the same. It's for only one type of item and that too for only one vendor invoice. Please
Is there a way to generate such a report automatically and email?
Is there a way to: Generate a daily report of total billed time and the equivalent value in the respective currency and send it to x,y,z email addresses daily? For example, Hi team, Total hours billed today: 2.5 Total value of billed time: Rs. 5,040
How to verify local business listing on Google?
Google is one of the professional email services with modern technologies and features to run a error free business. Verify your business so that it can appear to customers on Google Search. Mostly local business are verifying through postcard whereas some businesses have other verification options like emails or phone. It helps managing the business information on Google Maps, Search, and other Google properties. In this way users can verify the correctness of the information. Here are the steps
ZOHO Books Currency
Hi Zoho I was wondering is it possible to show the base currency as a reference when we create a sales order/Invoice/purchase order. For example, our base currency is USD and we are selling product to Japanese customer. Japanese Customer will see Japanese Yen in their invoice and we also see Japanese yen only, but we don't know how much is it in USD. Thanks
Payment value of a vendor is different for a same period in Vendor Balance and Vendor Statement in contacts
Hi All, Value not matched in vendor balance and in contacts (Vendor) statement for same time period as you can see in clips. in contact statement it Shows value for previous quarter is 31617.00. And in vendor balance sheet it is 6837.00. please correct me. where is mistake. Thanks
How To Verify your local business listing on Google
First of all you should know all these information taken from this official url https://support.google.com/business/answer/7107242?hl=en&ref_topic=4854193 You need to create or claim a Google My Business listing before you can start the verification process. You may see one or several types of verification depending on the type of business listing you manage: Verify Business Listing By Post Card: To verify your business listing by postcard, enter your business address in Google My Business. You’ll
Itemization feature in Zoho Books Android app
On behalf of @Sam Ford1: Please could you add the itemize feature to the Books app for Android for recording expenses
should i add the transaction to both cost of goods sold and purchase-payments made ?
should i add the transaction to cost of goods solar and purchase- payments made both ? whats the difference between these two ? Expenses > COGS Purchases > Purchases Made
You have transactions which do not have the required information to upload to GSTN. 1 invoices have invalid GST information. Update fields
You have transactions which do not have the required information to upload to GSTN. 1 invoices have invalid GST information. Update fields how to solve this
Problem Expense refund ... Cannot use same Tax %
Suppose I record an expense of 100 for a service with a tax of 18% IGST as the service provider is in Different State (Maharashtra) and I am in Delhi ... Now the service provider refunds me 40 .... Now I create the "Expense Refund" and select vendor as same service provider and choose the "Associated Expense" same as above ..... Now the vendor GSTN and Destination of supply (Delhi) is automatically selected But when choose tax as IGST18 ... it doesnt let me save ... it says the sale is intra-state
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