Custom fields limited way below the 44 allowed
HI, We are using custom fields for our estimates and invoices. We can add up to 44 custom fields, but we can only add: - 5 dropdown fields - 2 checkbox fields We are using prefilled variables so we can fill out estimates and Invoices with just one click.
How to record loand and interest as Lender
Hello, We provided a business loan to customer with interest rate. So from accounting side we play a bank. We should record loan principle as well loan interest. The loan body and interest are not paid yet. However we are in troubles with corerct record
Custom Function to sync Zoho Books Sales Order & Invoices to Zoho CRM Deals
Hi, We are seeking some advise on how to create a custom function to sync our migrated Zoho Book's Sales Order and Invoices to the appropriate Deals in Zoho CRM. As we have the Zoho Books integrated to our Zoho CRM. Currently we have imported historical
Anyone else experiencing timesheet syncing issues between Zoho Projects and Zoho Books
Zoho Projects has not synced time data in about 18 hours with Zoho Books. It is stuck on "syncing" but nothing is happening.
Why dont we see any form of Date in Zoho Book > Projects?
Im trying to figure out why i dont see any date in the Project section in Zoho Book. We use the projects part to bill by hour rate to customers and either combine them per month or per task. How ever, since when its paid the project is still active?!?!
Difference between Expenses as per BAS and total expenses in P&L
I am reconciling BAS fields (for australian client) against P&L for the same period. There is a difference in total expenses in both the statement. What could be reason of the difference? Thanks in advance. Regards Akta
Transfer between accounts
Hi, how do I record a transfer from one business account to another? Both accounts are setup in my chart of accounts. Thank you.
Deposits that don't come from Customer Invoice
Hello, How do I record a deposit to my account that doesn't come from a payment from a customer invoice? eg. I transfer funds from my personal account to my business account or I receive a refund on my BAS lodgement. Only my business account is setup
Approve Timesheet
I have Zoho Books and I would like to Approve timesheets. I am listed as an approver but I don't see the options in settings or timesheets. Can I do this from Zoho Books or do I require an additional module? If so, how can this be done?
how to show mails which are sent via Books?
Is there a possibility to read sent mails via Books? Sometimes we are sending out offers, orders or invoices with more information or details written in the mail. Where can I find those mails? Thank you, guys! Best regards, Frank
Zoho Books: Vendor Portal - possible to be be further customised beyond custom fields
Hi, For the Zoho Books existing Vendor Portal. we would like to know if the registration of new vendor(when the first time vendor log in and the setting of "Allow suppliers to update contact details in the portal" enabled and the fields visible for editing
Prepaid Vendor Bills
Hi, 1. A vendor issues a bill valid for next 18 months 2. While recording the same, this amount should be split in 18 months and then be posted in the P&L (accrual basis) How can this be done in Zoho Books to be compliant with GST as well as Accounting
What's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to your
How to print invoices in an invoice printer?
How do I print invoices on an invoice printer? I have my own pre-printed template I just want to print out the data onto this paper without the template designs provided by zoho. How would I go about doing that?
Add a field for customer signature
Hi; Just wondering about a bit of flexibility in estimate/invoice templates. We have to obtain a customer signature on each estimate for legal reasons, along side one of our authorised signatures. However, there is no way (that I can see) to add a field/box
How to set default value for a custom field in purchase order using inherit value, in Zoho Books.
Hi, We have this requirement where in Vendor's we have a custom field containing details "Type of account" (details will be free text) as guidance when raising new purchase order or bills. In Purchase Order and Bills, we also have custom field named "Type
How to record a check returned for nsf
A customer had given me a check to pay for an invoice due. I deposited the check and matched the transaction on my banking feed. A few days later I see a charge for the returned check (they had issues with their bank account). They reissued me a check
Mutiple products added to cart and price adjusts the more products are added
What's the best way to do this.... We have 10-12 products and want to offer a TOTAL PACKAGE type deal so, we create a product called "TOTAL PACKAGE" and it lists all our services. as I add each service to the invoice, the system adjusts the cost based
Transactions import, Sync with ZCRM and ZInventory, proper order?
Hello, dear Zoho Community! Struggling to understand what will be the best approach for our case. Please, need an advice... Thanks. Migrating from an old desktop system, and want this process as painless as it can be. We will be using: + ZCRM + ZInventory
Online payments in multiple currencies via PayPal
We are planning to start invoicing our customers directly from Zoho books, rather than invoicing in Paypal and creating the sale separate in zoho books and then matching the payment later. However, when setting up the PayPal payment method it asks for
Credit Note Number, copied from Invoice Number
Hi In Zoho Books, as regards to Credit Note. From Invoice, when we create a new associated Credit Note, is it possible to copy the Invoice Number into the Credit Note Number field? For example the Invoice number is 2021-003 (where the suffix "003" is
Can our customers add a credit card from within the portal?
We would like our customers to be able to add their own credit card from inside the customer portal, but I don't see a way for them to do that. Do we have to add the card from within Zoho Books manually? Thanks, Lundie
Categorise Manually - Itemised
I have imported some bank statements and I am now in the process of categorising the entries. I have two issues. 1. When trying to use 'Itemised', when I select seven different 'Expenses Accounts' all with the same VAT treatment (they are all simply sub-categories
Projected Balance
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant. I searched in the forum, but didn't find any posts about this. Is there a way to see a "projected balance" in ZOHO for a checking
After Bank Reconciliation, attaching of file to payment not allowed
Hi, Has anyone experienced not being able to attached a document proof into the payment receipt after matching bank Recon? If after bank recon, attachment is not allowed to be uploaded. Then it defeats the purpose of giving a document proof for a transaction
REPORTING TAGS
Hello I'm from Tanzania, I have go through the conversation window, what i found out that there is this section (reporting tags) that enables user to get access to use the cost centers feature, I have seen the procedures on how to enable reporting tags
Vendor Charged Too Much and then Refunded. How to properly process
As my title states, my vendor charged our credit card $745. Immediately Refunded $345. I've now a few times to process correctly and the process does not seem to work. Things I've tried. What I would normally think to do: Bill was entered for $400, click
Shopify transaction (payout) fee to Zoho books
Hi, I'm pretty sure that many of us suffering when we need to enter manually Shopify's transaction (payout, merchant) fee. I came up with not too elegant (I'm not a coder) but a very efficient flow to automate the creation of a bill after every Shopify
Setting up "Savings Goals".
Greetings, I'm new to Zoho (8 days old) and new to Business Accounting (~ 1 year) and I'm not an accountant. With that said, I have a CHECKING and a SAVINGS account and I want to set aside money in SAVINGS for a variety of future uses (ex. Contingency,
Custom Field
Hello! I'm looking for help creating a script for my business. Long story short, I have a good flow going but now need a custom script. Long story short, I'm trying to do: Contractor Submits Zoho Form Form has email and that email looks up the Vendor
Item field under stock account cannot be empty.
Hello, Please you please let me know why I get the following message when I try to convert a PO into a bill? Thanks Item field under stock account cannot be empty.
Track time against a monthly maintenance/service contract
I have a few clients that I charge monthly for services. The price is fixed. What I'd like to do is be able to track my time against the monthly to see how I'm doing for that month (year). Is this something that can be done? It doesn't appear that I can do it through "projects". Thanks! Sean Garland Garland Tech, Inc.
The default tax rate didn't applied when creating a new invoice!
The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?
Multiple GST Registration
How is multiple GST registrations managed in Zoho books
So the basic plan is being phased out?
So it seems the new pricing is phasing out my basic plan which I use to allow timesheet access. I am ok with the customer count for it and other features. It seems according to the pricing that I will be forced onto the professional plan for $40/mo?
Reporting Tags & Users
The first site I surfed had premium as the highest pricing plan with 10 default users. However, the Zoho Books Pricing Comparison document has 'Ultimate" as the highest pricing plan. Though there is no information as regards number of users for the Ultimate
Enviro, Recycling, EHF Fees
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
Vendor Credit Usage
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant so I'm still learning the correct terms. I searched the forum, but didn't find any posts specifically explaining this in non-accountant
purchase order discount
When we order large volumes from suppliers we get certain % discounts. Is it possible to create a discount line at the end of purchase orders like you do with estimates or sales orders?
Credit Card Limit - Available & Remaining
In the credit card account if there is an option to enter credit card limit would be useful to know the available limit.
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