How to record money paid back to the bank
Hello, We have borrowed money from our bank and I recored as "other deposit", in the banking transaction - "Money in", but now that I have paid it back to the bank, how should I recored? I do not know which option to chose in the banking "add transactions" under the "Money out". I hope you can help me with this. Thank you, Ioana
Print checks
Hello, I've seen this discussed from 2008 on in the forums. Being able to print checks directly from Zoho would be an awesome added value, can we know wether or not it will be implemented and if so what the timeframe is ? In the end, this will be a deal breaker for me - as I'm sure it has been for many - and return to QB is inevitable, if only just because of the ability to print checks... Cheers ! M.
Is there a way to print laser checks?
Is there a way to print laser checks?
How do I track a VAT refund in Zoho books in a non UK edition?
Hello, I see that a VAT refund is possible in UK editions of books. When will it be available in other editions? Without this we cannot accurately track our accounting
How should I categorize refunds since they aren't "officially" income?...
..thoughts on that?
Add or link inventory items to transactions
Please if its possible, add some way to link transactions linked to a item inventory, for example: If I need to know an item that I was sell a few 6 months ago in one invoice I need no go invoice by invoice to search the specific invoice and show for example what customer was the owner in the invoice or to see when was the item sell, this will be very usefull when we need to find a item for example for guarantee or to check if will be for marketing to know why some customers do not buy more any product.
Add a Select specific currency for purchase invoices
When you go to purchases and create one, you need to set each item price in the system set currency, but if in some cases we have providers that send the invoice in Dollars Currency and other time send in CRC Colones Currency, if I have my Currency set up in CRC and the provider invoice comes in DOLLARS, I need to convert the amount line by line to my currency, why not add an option to select the currency of the invoice at the top and this make the conversion automatically based on exchange rate
How to get employee paid expenses to show up as a bill...
I have used the reimbursable expense capability to have employees enter expenses for client engagements. Once I get the payment from the client I want to be able to repay those employees. I can't seem to find an easy way to do that. Here is the behavior I would like... Employee enters an expense (either billable or non-billable). Zoho records the expense and creates some offsetting liability (in my case I have used the Other Current Liabilities account). I want Zoho to also create a bill that
Introducing Zoho Expense: Effortless Expense Reporting!
A new integration with Zoho Books: Introducing Zoho Expense. Zoho Expense is an expense reporting software that automates expense recording for businesses. Users can upload receipts and expenses are automatically created with all the major details from the receipt. Users can also connect their credit cards to automatically import transactions and convert them into expenses. Users can simply group together a bunch of expenses and submit an expense report. With a instant reminders and one touch approval
Square integration
I can't see where can I setup the Books integration as explain here: https://www.zoho.com/books/help/integrations/square.html#setup I think this link is not currently active.
Income and expense chart
Hi there, Is there any way that I could see income and expense in a custom date range, like it is present in the reports section of profit and loss? The profit and loss section is not really what I am looking for, as I need them grouped by months, like it is on the dashboard, but there you can only choose from 4 date options (this year, previous year, last 12 months, last 6 months). It would be great if I could also choose a custom date range on that chart on the dashboard. Is it at all possible
How do I deal with Personal Items in accounts?
I switched my business to an LLC at the beginning of this year, and accordingly separated my personal accounts from business accounts. Unfortunately, there were a few personal transactions that slipped through before I caught them so now they are showing
Update: Enhancement in Aging Summary Report
Hello Everyone, We’re enhancing our reports and as a first step towards that, we’ve added few customization options in our ' Aging Summary Report ’. The Aging Report is a great tool for owners to plan and predict cash flow better. It’s the easiest way to identify and monitor the payment status of outstanding customer invoices. Updates: 1. Custom Intervals and columns for your Aging Report : You can now customize the reports based on your payment terms and determine when to schedule calls
ZohoCRM & Zoho Books Sync
Do You guys plan to set up a sync between items from crm to books anytime soon? I was told yes and then I was told no. Please advise.
One of my inventory disappeared without reasons
Hello Zoho, I want to report a bug. I didn't put the item inactive it just disappeared in my inventory list and I can't add it in my invoice. Please fix this.
Lock Transactions before Specific Date - Permanent or Adjustable?
Hi, If I use the feature to lock the transactions before a specific date is that locked forever and permanent? Or is it possible to adjust the date later on? Use case: I want to lock transactions for February since I already reconciled February. I don't want myself or other users with access to accidentally change something that has already been matched or reconciled. So in theory, I would set the date to lock for 2/28/2015. However, if for some reason, there was a mistake and I need to make a
Change Vendor Terms (Due Date)
Hi there, I can't see a way to record what terms we have with our suppliers (vendors). Some offer us 30 days, some 15, and our largest one, 21 days from month end. How do we record any payment terms for vendors, so that when we record bills, we can input the invoice date, and have the due date be automatically calculated? Many thanks, James
Matching 'uncategorized transactions'
How to match 'uncategorized transactions' in your Banking module in Zoho Books, to a Customer's receivables, when that Customer makes a part payment?
Zoho Books- Important Feautures
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice with Date Pickers than Manually entering dates. Some Custom Fields I Create i should be able to Customize in the All Invoices View. I Should have an Export Option to certain Fields which i Require not all the Zoho Invoice 30-40 Fields we have currently.
hide client
In zoho books is it possible to make that the clients only see his(her,your) creators
Help on compound tax in Zoho Books
Dear team, There is a gap between Zoho Books help and Zoho Invoice help regarding compound tax. In Zoho Books, you have no detailed explanation about this. I only found it on Zoho Invoice help manual. Zoho Books help - tax Zoho Invoice help - tax Could you please fix this? I have customers only on Zoho Books and they will not think to read the Zoho Invoice help. Many thanks, Best regards, Christophe Mendez | MZ Consultants - Zoho Books Advisor
Add statement balance to recurring invoice
Hello, How can I add the statement balance, or prior un-paid balance to a recurring invoice? Thanks
Process E-checks?
Anyone figured out a way to process E-checks in ZOHO? If you can run a credit card why not an e-check?
Bank Feeds and Duplicate Transactions
I am new to Zoho Books. I have set up in my Zoho Books account, my Business Checking, Business Savings, Personal Checking and Personal Savings accounts that I have with Bank of America. The Feeds have downloaded my transactions and I have NOT entered anything manually. However, I have several entries that are duplicates and say 'Manually Added'. I have unreconciled accounts in order to uncategorize the entries to delete them, but they are still there. I don't understand how they are there in
Hide clients
I want to use Zoho environment in our company.
Using CRM from office and do business online budgets from the tablet from Zoho books. Creating a budget and its client, the budget is in possession of the creator , but the customer see all users. It is possible that the client sees only what the creator ?
Payment schedule before recognizing revenue
Hello. We are new to ZOHO books. We aren't familiar with enough of the vocab needed to search the forums. If you can either provide answers or enough vocab to search, we would appreciate it. Here is how our business works. Day 0 - Purchase order received from a customer for product X. Product X costs $Y. Day 0 - Customer owes 50% of $Y. Day 41 - Customer owes 40% of $Y. Day 42 - Product X ships if first two payments have been received. Day 72 - Customer owes final 10% of $Y. Questions: Can we set
consiglio (in italiano)
ciao, siamo una piccola società di servizi con circa 200 fatture anno attive e circa 300 passive. la contabilità e la produzione dei documenti fiscali è gestita da l commercialista. stiamo cercando un sw per gesire internamente la fatturazione, la registrazione dei costi, le entrate, le uscite e la situazione bancaria. qualcuno usa zoho per fare queste operazioni ? grz e buona giornata fabio bordigoni
VAT in France
Hello, the declaration of VAT to pay in France is a little bit different with in UK. in attachement you will find an example of the declaration who show you the spits we need in France. Most accounting / Bookkeeping packages allow you to output this information quickly and easily and even generate a ready to go report. Even a basic tweak to the current "Tax" report would work i.e. showing in and out separately and by tax. Currently the reporting system is completely useless for obtaining this information
Matching Deposits
When looking to match a deposit, is there an order to the "Possible Matching Transactions" Thank you, RS
Accounting difficulties
Hello All, I have a tricky issue and don't know how to explain it well, so I’ll try my best to describe it in details. My business is online based and working in web development business, however if a customer approach me to develop a website I send the request to a freelancer to develop the website which make the freelancer invoice is a cost of goods sold. Now I have couple invoices generated in 2014 and I received a partial payment for these invoices in 2014 too however the full payment made
snail mail repeating phone number
When I go to create a snail mail invoice, it is repeating my phone number for some reason on that: http://cl.ly/image/1n043v1c081p Is there anyway to just remove the country and phone number altogether for snail mail? Thanks, aj
Viewing Deposits after being matched...
If i deposit a check from client A in the amount of $120.00 which is paying for 2 invoices (80.00 + 40.00). then I sync from my bank, i will have a deposit for $120. when i select it i get the matching options of both invoices ( all good so far). later if i want to go look for that deposit again it only shows as 2 separate transactions, 1 for 80 and 1 for 40. i am used to seeing a deposit for $120.00 with a submenu showing the 80 and the 40. is this possible? Thank you,
Import helpdesk ticket as timesheet
In ZOHO Books you can create timesheet to track time worked on a project. However, can a helpdesk ticket be imported into zoho books from zoho helpdesk to track time worked on a helpdesk ticket and bill accordingly?
consiglio (in italiano)
ciao, siamo una piccola società di servizi con circa 200 fatture anno attive e circa 300 passive. la contabilità e la produzione dei documenti fiscali è gestita da l commercialista. stiamo cercando un sw per gesire internamente la fatturazione, la registrazione dei costi, le entrate, le uscite e la situazione bancaria. qualcuno usa zoho per fare queste operazioni ? grz e buona giornata fabio bordigoni
Error With Multiple Payment On Invoice
A customer is trying to make multiple payments on an invoice, but is receiving an error message.
Integration ESTIMATES from Zoho Books to Zoho CRM
Hi guys, first of all thanks for this amazing software. I would like to know if there is any chance to integrate my estimates from Books to my CRM. Thanks Bruno
Project Invoice Invoice save customization as default
When you go to generate an invoice from the timesheet it could be useful to save our last choice for the "Show in item name" and "Show in item description"
Sync Bank Account Total without Transactions Feed
Hi, I'm wondering if there is a way to connect you bank account to Zoho Books to see the total amount in the bank account in Zoho but not get all of the transactions automatically pushed into Zoho Books from the bank. For example, if I have $20K in one Paypal account and $30K in a second Paypal account and $50K in Wells Fargo, I want to see those totals on the dashboard and in the balance sheet. I want to know that all together I have $100K. But I only want to link one of the Paypal accounts to
5.1.8 Sender Address Blocked
Hi There, please remove the block on our mail account. We are not able to send a single mail right now, can you please explain the reason for this ? The adress is: milkailka172@zoho.com Thank you !
Mass Update contacts
When I originally started using book Imported my contacts and they got classified at "Both" instead of Customer or Vendor how can I perform an update without having to edit each contact individually?
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