How do I manage with bank failed transactions to categorize in banking menu
I have some Bank transactions which are failed due to some issues. Now those are appeared in bank feeds in banking menu. Please let me know how to manage them for proper categorization.
MULTIPLE PURCHASE PRICE
I HAVE TO ADD MULTIPLE PURCHASE PRICE FOR THE SAME ITEM . Suppose I have 50 quantity of item A of purchase price RS 80 and after some times price increases and now I have another 30 quantity of item A with purchase price RS 90.
Zoho/Stripe Integration - No Stripe-side identifiers passed to Zoho Books
I have a Zoho Books account integrated with Stripe, itself integrated with my online shopping cart on my website (SnipCart) where I sell my products. I notice that the transaction entry on Zoho Books from Stripe does not include any Stripe-side identifying
Non-recoverable sales tax
Dear Sir, Madam, I have added sales tax to Zoho Books, but we are a non-profit association and cannot recover sales tax (we also invoice without sales tax). Currently, sales tax on purchases shows up as a "Taxes Payable" account on my balance sheet while
Adapt Zoho Books for Non-Profit Organization
Hi, We are using Zoho Books for a non-profit organization and we were looking for advice for adapting ZB for our uses. For instance we receive periodically funds from a partner in Europe. How to treat these large amounts since they are not sales. Any
Tracking Expenses in Zoho Desk Tickets
We currently use Zoho One. Of the available products, we use Books, Projects, and Desk for tracking our work and expenses and everything. With our Help Desk work, we track hours for billing, but we also need to track expenses. We will occasionally order
ITC
I've marked as filled all the GST since 2017 also created manual journal entries but now ITC section in balance sheet is showing wrong balance as compared to GST site.
How can I use Zoho Flow with Zoho Books with the need of Item ID?
Hi Team! I have been trying to figure this out but I keep hitting one roadblock after the other one. So, in our business, we help students to enrol in courses and then we send the education providers an invoice for a commission of the tuition instalments
VAT Token has expired
Hi Dear Sir/Madam ID: 692430127 MPO Consulting Ltd Im trying to match my UK VAT payment for the above and am having difficult. It comes with the message HMRC OAuthtoken was expired. Please contact support.uk@zohobooks.com for assistance. Can someone please
Sales Tax Cash Basis
I am under the impression that Avalara does not work with books that are under a cash basis. Does anyone else have any suggestions to help with sales tax?
Support for Germany and Austria, export to bookkeeping's like bmd and datev
Hi community, zoho suite looks pretty amazing but after detailed analysis it lacks functionality for German and Austria markets. Especially the bookkeeping rules, standard accounts (kontenrahmen) and tax Interfaxes for ust.. don’t exist. Export functions
Is Sigma Extension possible for Zoho Books?
Is it possible to create an Extension for Zoho Books? I don't see Zoho Books an option when creating a Sigma Extension. The services available are below. However, I see Zoho Book extensions in the Zoho Marketplace like this:
How to update a field value from customer module to a custom field in customer payment
Requirement 1. when a new customer was created in books. we will add the sales person name in the customer's custom field. 2. when the customer make the payment, we will use the sales person for the customer to pay the commission and update the commission
Should Bank Charges Be Included in VAT Return in UK? How to Enter Bills for Reverse Charge?
Hi Zoho Team, I've just moved to Zoho books recently. Everything works till i started to prepare for my VAT return. 1. Bank charges in VAT return I'm in the UK. I am quite sure ordinary bank charges are VAT exempt. My understanding is derived from government
New feature request - add lines in manual journals
Hi I have a lot of repetitive complex transactions that require manual journals. To save time I clone a lot of the old ones then update them with the new data. It would be very very helpful to be able to insert lines above and below. There is the option
Suggestion: Build in way for invoices to have backside (second page) attached in PDF export
I don't know who else would find this beneficial, but my company uses a two sided invoice to save on paper and deliver terms for the customer. The front of the printout is the PDF from Zoho Books (the invoice) and the backside is always a terms/conditions
Feature Request: add Markups / commissions to items
Right now it is possible to create discounts, but I can not add a markup to an Item. For example, I have 5 items on the same estimate, and I need to charge a 30% commission over 2 of them, but not over the other 3. It would be even better if I have the
Value in the field does not match with the data type supported by us.
I am trying to import chart of accounts from my Tally masters data. I somehow managed to get my masters data from Tally to be in structure required by zoho books. However, when I am trying to use the xls/csv file and click next to import, it shows error
How do I run a Trial Balance report with beginning balance, total debits, total credits, ending balance for the year?
Hi, Currently Zoho books allows us to show a condensed trial balance report. However our ca demands we run a detailed trial balance report. Any suggestions/ideas how to generate it ? Have attached a sample of the current report
Automatic Bank Feeds -- Are some transactions missing?
I performed all the bank feeds for several months and am now attempting to reconcile. What I've noticed now for 4 months in a row is that MANY of my "ATM & Debit Card Withdrawals" on my bank statement are NOT included in the downloaded bank transactions
Sole Trader: How to record set up costs?
Hi I am a sole trader, how do I record my set up costs? I paid for the set up costs using my personal bank account but have since moved to a business bank account. How do I record these expenses in Zoho Books? Thanks in advance!
Migration of Retainer Invoices
Hi all, I'm switching over from Xero where I have a number of retainer invoices that I need to enter into Books. I'm seeing that bulk entry will take care of the actual creation of the invoices, but what my limited accounting knowledge can't grasp is
Zoho Books Reports: Inventory Summary Reports - Add Item Category as a Column & Make Item Name a link to its product page
I run inventory summary reports frequently. All our items are assigned a category however the category does not show as a column. It would be hugely beneficial to have the Item Category as a column rather than lumped in with the Item Name. If you "group
There was an error while connecting to GSTN
I trying to file the return but not able to connect with GSTN portal have already checked filing period all is correct but still not able to file return. Pls inform when this will resolve
Error in Journal Upload "Invalid Vat Treatment"
My upload .csv includes a Column for Vat Treatment which is populated with "United Kingdom" which is one of the two options when processing a Manual Journal, the other being "Overseas". What should the Input text be if not "United Kingdom"?
How do I add a furlough payment from hmrc
Hi Please can someone advise how I record a furlough payment from HMRC in my Zoho books?
Banking Permissions - Transactions vs. Viewing Balances
Here's an idea for an additional layer of permissions. Under the permissions for Banking, it would be nice to have a yes/no option for allowing the user to see account balances. The use case here is that we have bookkeeping users that need access to banking
Tax Preference for Customers is unavailable
Hi, I'm trying to set up tax on my customers according to this link: https://www.zoho.com/books/help/sales-tax/#associate-tax-for-a-contact but when I edit a customer, I don't have a Tax section at all... At this stage, I have to manually choose a tax
How to record advance payment received from customers in previous year as opening balance for new year?
I am able to create debit balances for customers as opening balance, but how do i create a credit balance for a customer? Some customers have paid me in a previous year and their opening balance will be credit and not debit. When i try to import csv with
My Contact Information Doesn't Show Tax Preference
Hi Folks, My largest customer is tax exempt. I do not see the "Tax Preference" in the Other Details part of the Edit Contact page (as shown on your video). Can you tell me how to access this? I am just realizing that I can make it a preference. My contact
Transfer between balance accounts
I need to transfer money from one account to another. The reason is that in Argentina we have several retentions on taxes and I want to Split the retention to reflect each retention in its own account.
Change in behavior: Deluge scripts written in Books recently only trigger from actions taken in Books instead of actions in any related app.
Hello, Until recently, (if I'm correct) you could simply write a single Deluge customization in Books or Inventory that would trigger regardless of whether the associated record was created (or edited) in Books, Inventory, or Commerce. Sadly it appears
One Vendor Invoice with three payments schedule
We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific payment
Getting Zoho book auth token using PHP
Hello, I am working on a PHP script to sync the invoices from our portal to Zoho Book. Can someone please help to get the auth token using PHP ? The script will be running daily cron. A sample code will be more useful. Thanks in advance.
Allow organizations to select release times for recurring invoices
Currently when I have an invoice that gets automatically created from a recurring Invoice, it gets created at 6am on the date of scheduled release. Is there any way that we can have the flexibility to change the time of the day at which an invoice is
Should Amount in Bank reflect manual statement uploaded?
I have a question about the Banking section. If I am manually uploading statements rather than an automatic feed, should the Amount in Bank reflect the transactions uploaded? Or should it always show zero because there is no feed? Currently, my Amount
Custom fields checkboxes are not boolean in Zoho Books
Hello all, Today I discovered a very strange and curious thing I think it is worthy to be shared with all developers: in Zoho Books, checkboxes created as a custom field dont return a boolean value, they return true/false but as a string. I was trying
How do I deal with a recorded cash transaction in "Bank" A and a literal cash deposit in Bank B which refer to the same physical money?
I have a Bank, Wells Fargo, and I physically deposited cash into the ATM. This cash is a lump sum of transactions that were made throughout the day. I import my bank statement into Zoho. I record all cash transactions on my Woocommerce WordPress website.
Stripe and multiple clients
I recently started using Zoho books and am going back to categorize expenses from this year. I have a deposit where 3 separate clients paid via Stripe on the same day, so Stripe sent the transfer to me as one payment, instead of 3 separate ones. Since
How do I deal with Payment Gateway transaction fees?
I don't see any way to show a full transaction amount minus the bank transaction fees. I use Venmo, Square, PayPal, and Stripe to accept money. All 4 gateways take a transaction fee. I need to figure out how to import the entire amount I received from
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