Adding Stock
This seems fairly basis and a fundamental requirement, how do we add stock to Zoho Books. We have opening inventory but once we use an item in an invoice we cannot see how we can add new stock of that item?
Two Questions In One - Amazon Online Payment
Is "Amazon Register" integrated as an online payment? Is there a list of apps that is integrated in Zoho Books? Thank you
Displaying PO numbers in recurring invoices
Many of our clients issue one PO for an annual monthly service charge. When invoicing we need to display this in the invoice We want to automate the system and use recurring invoicing in ZoHo books but it doesn't display the PO number or allow us to add a custom field to do this. I cannot believe that we are the only people who want or need to invoice in this way. Please can you add the PO field to the recurring invoices
Payment terms glitch
Hi we have noticed that when we go to select the payment terms in an invoice we cannot select the first tow items, instead we must select another item further down the list, once this has been done then you can go and select either of the first two items. Here is a link to a Dropbox video I took of the screen when this was happening https://www.dropbox.com/s/yisfgdl5tivi1cw/CapturedMovie_converted.avi?dl=0
list Item not working
when I call this list Item API in zoho books: https://www.zoho.com/invoice/api/v3/settings/items/#list-items , the response is: {"code":4,"message":"Invalid value passed for JSONString"} private void testZoho() {
JSONObject JSONString = new JSONObject();
JSONString.put("sort_column", "name");
String urlParameters ="authtoken=xxxxxx&organization_id=xxxxx";
urlParameters += "&JSONString=" + JSONString.toJSONString();
System.out.println("retJson1:\n" + urlParameters);
HttpURLConnection
Customers in zoho subscriptions and contacts in zoho books
Are contacts and customers in zoho books and subscriptions same entities ?
General Ledger
Please redo your General Ledger Report. Your presentation of General Ledger is equivalent to Trial Balance, it is not a general ledger. Please consider this!!!
Really unhappy with Zoho Projects / Books invoice integration
Hi I have been able to generate invoices in Zoho Books from Zoho Projects. The biggest issue is that there is no simple way to find out which projects have billable hours associated with them for the invoice window in question. We have to manually generate 200 invoices in order to find 75 valid invoices for sending. The second issue is that it is possible to accidentally invoice the same task twice. I was hoping for/assuming that the system would flag tasks as invoiced. The third issue is that there
Panama City - zoho books
Is there any person who is very familiar with zoho books located in Panama city? Im facing troubles in clasify my cost of goods sold and importation tax. Some how in my "Profit and Loss" report the information is not well clasify. Thanks!
Creating and sending an invoice
Hey, i urgently need some help sending an invoice when creating it, i have followed the steps from the site, but upon creation, this error pops up: "The invoice has been created. We face an error while sending the invoice. Reason: The email address for this customer was not found in the invoice details." Where do i put the email address and how do i label it. im using php
Importing invoices from Wave with partial payment
Hello, I'm converting from Wave Accounting to Zoho Books. For the most part is has been fairly painless, but I do have a few hiccups. I have invoices from prior to my conversion date (7/1) which have a partial payment applied. When I import the invoices,
Bank statment payments in, categorise
I am showing income in paid invoices, I did categorise for example money paid to us from our merchant bank and paypal as general income but then I realised I am double entering the same income. I know this is a general book keeping question and not ZOHO specific. My thought is as the money in is shown in the bank statement and the income recorded as a paid invoice then I do not need to categorise this money(bank/paypal money paid in) is this correct?
Customising template labels
How do i add another label to the template tables? I would like to include a column for units but i cannot seem to figure out how to do that.
Invoice Templates
Hi Please advise how I can add another column in my templates. I reqUire a template with ITEM/ DESCRIPTION QNTY DAYS UNIT PRICE AMOUNT iS THIS POSSIBLE PLEASE. Regards Michelle
raw materials costs x finished products costs
Please anyone have a good idea to solve this problem? I Buy raw material (milk) to make cheese. 1- I add milk expense 2- add the cheeses manufactured in inventory 3- When I sell the cheese doubles the cost - because zoho books monitoring the inventory
Advertising and Marketing
I am testing Zoho Books and find that there is no clear option to make transaction for bank charges. The critical thing I face is there are some charges made in "Advertising and Marketing" head which I did made any transaction. Can anyone know that its based on some settings like that. Why it appears automatically in profit and loss statement.
Deleting tasks from drop-down list
Hi, I would like to reset the list of tasks that I can chose from when making a timesheet entry for a project. Please let me know how to remove some of the tasks I can chose from. ps: I do not mind losing past entries corresponding to these tasks. Thank you
Boolean False
Hi im new to Zoho and i am having a major problem creating estimates using php and curl. please tell me what i am doing wrong. i keep getting a 'boolean false' <?php $url = 'https://books.zoho.com/api/v3/estimates'; $data = array( 'send' => 'false', 'ignore_auto_number_generation' => 'true', 'authtoken' => 'AUTHTOKEN', 'JSONString' => '{ "contact_persons": [ "157691000000041090" ], "template_id": "15769100*****41077", "estimate_number": "EST-000001",
Integrate Zoho Books And Zoho Reports
Why do we all use Zoho? Because the tools work great together. All successful businesses need to analyze their revenue as it relates to their customers. Please let us use the powerful Zoho Reports infrastructure to analzye CRM & Zoho books (invoices) together!!!
reading emails sent
I emailed an estimate using Books last week . in the email section i included some comments for the client ( i did not CC myself). is there a way for me to see that email that was sent? i'm looking at the estimate, but i would like to see the comments i included in the email. Thank you. RS
Recurring expense
I have a monthly recurring expense which is a payout to a vendor providing service. Can I get a bill created every month from thie recurring expense profile, so I don't forget to pay every month? thanks.
UK or Global edition best for use in France / other EU contries?
Does anyone have an opinion regarding which version of Zoho Books is the best to use in France? Could it be better to use the UK version - the VAT issues should be rather similar. What do you think / what do you use, and why? What are the differences between the versions? Thank you, Lasse H
Multi-currency operation
We have just setup a facility to do transactions in Euros as well as our base currency of GBP. Now I want to set up our European customers to use Euros. I understand that I can't change the currency settings for customers who have already used GBP and I will have to set up new renamed EUR accounts for them. My question is - is there some way to clone contacts, and then rename them and change currency? Or will I have to re-enter all the details manually?
Zoho now sending Estimates and Invoices only from Primary Contact email ?!
Hi, All our users (Salesperson) used to send their estimates and invoices automatically from their respective login email address in the past. Lately, they are all sending by default from the Primary contact email, and they have to manually change the senders email address each time... How can this be resolved so they don't have this extra manipulation to do each time please? Thanks in advance
Discount not included in sales report and then deducted on Profit Loss Report
Good Day. Please help me out here it seems like Zoho is displaying my sales without discount and then showing the discount seperate as a deduction. Eg. If my sales were R100 for the month but i gave R10 discount the profit loss report shows my sales as R90 and then shows disocunt again as -R10 thus giving me a false profit of R80 please advise.
Problem with Zoho creating automatic Square Invoices, Payments and Credit Notes.
Zoho creates automatic Invoices, Payments received and Credit Notes. How do I stop this from happening but still keep Square linked? It really screws up our accounting when all these automatic things are created and making duplicate entries as well as repeated credit notes for the same amount.
Income and Expense - This month
Hi all, On the Income and Expense chart on the dashboard is it possible to view current month like the "Your Top Expenses" chart?
Zoho Books changes without notice, No Road Map, Please think about this...!
Hi, We have been using Zoho Books for a couple of months in our Start Up company. We must say we didn't have any issue with it, but suddenly and without notice Zoho Books behavior have been changed deeply without notice every couple of days, changes which
Cost of Goods Sold % on Dashboard
I don't understand why the percentage does not ever change while I enter invoices. I am currently doing an entire years worth of entries. I am entering a ton of invoices. I would expect that the percentage would change after a large number of invoices were entered.
Invoicing and associating it with Banking transactions
I am setting up Zoho Books. Here are key details of my setup - Base Currency : INR - Invoice Currency: USD - Banking : ICICI Corp Bank Attached I created a few past invoices, and was trying to associate them with banking transactions via setting category of transaction as "Customer Payment". For an example scenario, if total invoiced amount is 100$, and I got 4500 INR in my bank account after bank charges(3 USD) and remittance charges(100 Rs). How should I connect them all to represent the transaction
Error when trying to categorize bank transaction
I keep getting this error when I try to categorize transactions. Help!
Capping Hours in Zoho Books
Hello- My company would like to place a cap on someone's hours within a specific project in Zoho Books. Our company tracks our time in Zoho Books, and one person's project has a Not To Exceed a certain amount of hours and we would like to have an automated way to place a cap on it when they reach 95% of completion for their contracted hours. I hope there is a way to figure this out. Please let me know! Thank you.
what does
Can someone tell me what 'opening stock rate per unit' mean please?
Export zoho data to Tally
Hi, I applied that item rates inclusive of tax, it is great. No manual errors now. Further I wanted to know that is their any facility to export all zoho entries to Tally. Because I only make entries into Zoho books, i.e. bills, invoices and expenses etc. and my Chartered Accountant once again make entries in his system named Tally for VAT Return/Tax Return. so the work is done twice. So I wanted to copied all zoho entries into Tally. Is it possible? Can I export Zoho entries to Tally or import entries
Bug Report: Error Convert SO to Invoice when SO is from Estimate
We have been using API calls to convert SO to invoice. If SO is created directly, there is no problem. If SO is converted from Estimate, we get message below: code: 4102, message: 'Expense or projects cannot be added with item from sales order. ' } this is zoho's "error response object" when trying to create an invoice from an estimate with an item on it There are only regular Item product, we never use time or expense on Estimate, SO or invoice. Please check. Thank you.
Add users without email?
I have contractors working for me that do not use email. When they submit written records to me, I need to log time for them on timesheet in order to track and pay them. How do I set up users who do not have email accounts?
I overpaid a vendor
I am busy uploading my historical data into my Zoho Books. In 2010 I over paid a vendor for a bill. How do I record this over payment, when I try and record the payment I actually made Zoho will not let me make a payment greater than for the bill outstanding.
Sort inventory stock level in Inventory section
When I buy my stocks I want to sort the number of item I have in the inventory section. How can I sort it?
Estimates
Dear Concerned, I want to insert image of each item when making estimates. Some of the client does not understand material without image. Please guide how to insert picture for each item when making estimates. Thanks & Regards, Faris Khan Accounts Manager Mobile: +971 55 105 3394 Email: led@pebinternational.com | PEB International FZE, UAE | Website: www.pebinternational.com
Client with 2 billing addresses
Hi, I want to the how I can have one client with 2 billing addresses.
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