Why is my invoice Address formatting messed up?
I tried adding some additional information to the address bar in Setting>Preferences>General, Organization Address Format. I clicked on the 'Insert Placeholders' dropdown, and added the extra information needed. Whever I did it messed up the formatting
Opening balance and other basic use questions. I'm a beginner who could use some help!
I'm keen to get my small business accounting in order through using Zoho books. It looks like it offers many powerful features. I watched many of the starter tutorials, and much of it made sense. But also, there is a fairly substantial level of assumed
Why are there some deposit transactions I cannot delete?
I connected my bank account and it imported some of the transactions from the last few months. I cannot delete two of these transactions, and can only exclude them. How come? I imported another seperate bank account and could delete all the transactions
Item profitability
Hi, I want to calculate my item profitability. I haven’t tag facilities related to free trial for 1 year. Is there any I can calculate my item profitability?
How to fetch data from Zoho Books to Zoho Creator? 200+ records
I need to fetch Data from Zoho Books to Zoho Creator. How to get Invoice, Estimate, Customer data? How to fetch 200+ records? unionwells Through single API call we will get only 200 records.
Converting an expense in to a bill
A feature to convert a recorded expense in to a bill would be great. A recorded expense may later become a bill may be because the expense is very large or it was recorded as an expense and given a bill later. Then this option would make it seamless
Export Itinerary Items to include Cost Price
Hello, I would like to export a list of all inventory items to include the cost price. Currently, when a report is generated in Zoho Books > Items, the following information is included: ItemCode ItemName PurchasesDescription PurchasesUnitPrice PurchasesAccount
How to set metric system instead of imperial ?
Hi, In Zoho Books, when editing estimate templates, measurement are in inches, not centimetres. How to use the metric system, as we are in Europe ? Thanks
{"code":6024,"message":"This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName
Hi I have multiple organizations and im trying to list the contacts of a certain organization using the below api request: curl https://invoice.zoho.com/api/v3/contacts?authtoken=XXXXXXXXXX&organization_id=YYYYYYYY but im recieving the below error:
IMPOSSIBLE to restore Backup
As usual, there is no way to restore the thing that you guys say is a backup - it's not. It's a random dump of data that can, with hours of work, get you back to CLOSE to where you were before everything was deleted. Here's what's missing: The ability to restore a backup that you say is a backup (A backup is what you use to get your system back up. That's why it's called a backup) Data is missing from the dump (It's a dump, it's not a backup). At least taxes, I'm sure I'll find more as I go through
How NOT to Include Bank Charges in VAT Return? UK Area
I'm linking Zoho Books to HMRC for VAT return. But Zoho Books have included Bank Fees and Charges in VAT return, which in UK should be VAT exempt. I attempted to change the properties of the Bank Fees and Charges account in Chart of Accounts, but to find
Écritures comptable liées à l'inventaire
Bonjour, L'écriture automatique lors des achats est la suivante Inventaire (système) Compte fournisseurs Taxes à payer Il faudrait qu'elle soit Inventaire (système) Variation d'inventaire Achat Compte fournisseurs Taxes à payer Ou simplement Achat
GL Account determination
HI All, We are in middle of migration from our old account software to new one, today we have three sub GL accounts under Sales (Revenue) GL Account which is listed below. Sales Domestic Sales International Sales Rental Revenue For 3rd one (Rental Revenue),
BY PASSING MANUAL JOURNAL ENTRIES , THE EFFECT OF CREDIT NOT REFLECTING
SALARY ADVANCE DEDUCTED FROM EMPLOYEES FROM THEIR MONTHLY SALARY AND NETT SALARY PAID / CREDITED TO THEM . WHILE PASSING ENTRY FOR THE SALARY PAYMENT ,THE AMOUNT DEDUCTED AS ADVANCE FROM THE EMPLOYEES NOT CREDITING TO EMPLOYEES PERSONAL ACCOUNT . WHILE
Summary of HSN in Invoice
I want to have a summary of taxes for all HSN code items in the invoice.. like this sr no. - hsn code - total value - taxable value - sgst - cgst - total how to achieve it ?? How can i get it along my invoice a//
Queries regarding overseas branch addition
Hello Team, I went through your membership plan and as per our company's requirement, most of our needs will be fulfilled by Standard Plan. In addition to it have certain queries, which are following: 1. Can multi currency invoicing be done in the Standard
DEBIT/CREDIT BALANCE OF VENDOR NOT REFLECTING IN ACCOUNT RECIEVABLE/PAYABLE
WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR CUSTOMER'S BALANCE IS IN CREDIT IT IS NOT REFLECTING IN ACCOUNTS PAYABLE. WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR VENDOR'S BALANCE IS IN DEBIT IT IS NOT REFLECTING IN ACCOUNTS
Problem with getting OAuth Code from API call with Postman
Hello, We are using zohobooks in our .net Web API project. Try to implement OAuth 2.0 with self client registration. We get an error on Get Authorization Code with api call from code part / post : "Invalid Redirect Uri Redirect URI passed does not match
Zoho records Import VAT incorrectly
So Zoho has added the capability of recording Import Vat against an overseas bill. However, this import VAT has the same monthly exchange rate as the bill. This is incorrect. If a bill is received in a different month to the receipt of goods which is
#5 Zoho Books Digest
Hey everyone! I hope you are doing well. We are back with another edition of Zoho Books Digest! Here's what we have in store for you: Upcoming webinars: Sales and Use Tax Changes, Presented by Avalara's VP of U.S. Tax Policy, Scott Peterson (For US Audience)
Zoho Finance Bug: Users name does not show correctly when you click "Zoho CRM" link for contextual side panel within Books
Never too sure where to put these posts. I've settled on CRM forum as it's in that context where this bug apprears. To replicate scenario - In the CRM leave a note and tag another user on a Zoho Finance record - In Books open the corresponding Finance
Multi-location stock control
Hi, could someone talk me through the way Zoho handles multi-location stocks using the same list of SKU
Payment options within Estimate
Hi, I started using Zoho Books and I really like it. I setup the payment options but I would like to make them available with the Estimate instead of the Invoice. The flow I would like to have is: The customer request a quote > We send them an Estimate
Upload attachment to Vendor Credit VIA API
Hi, Is it possible to upload a PDF File to vendor credit using the API?
curl or url error: Invalid value passed for authtoken
Hi, well, I'm preety new in Zoho, reading the api documentation and testing for a custom invoice implementation. I'm stuck getting this error {"code":14,"message":"Invalid value passed for authtoken."} Could not resolve host: 9688aa8....(hidden) Using: curl
Difference in formation of P&L and Sales bu Item Report
Hello! I'd like to ask you a question. I've downloaded a P&L report and checked sales by product and accounts of product. My colleague also wanted to check it, but he was not able to download P&L reports, so he downloaded Sales by Item report. Although
Customizing Invoice template
Hello, How do I remove the 'subject' and 'description' from the Header of the invoice template. Eway bill no field is not showing up in the insert placeholder list in the customizing own header section. Also, Is there any way I can import my own invoice?
The support is dismal
I don't know how much longer I can deal with Zoho. Our bank feed suddenly went down on March 17th. I put in a support request and they said they were looking into it. Then around the last part of March the support rep found a notice from Wells saying
Recording of TDS on Fixed deposits
How do we record the interest payment and TDS from the bank account. The interest paid is shown as deposit in bank account and the TDS is a withdrawal. Whereas for us the total interest income is the interest paid plus the TDS. How do we record this so
How To record damaged and compensated inventory by AMAZON FBA?
We are using AMAZON FBA service, some times customer order from Amazon and return fake products. Now Amazon does compensate for this product. So how to record this transaction in zoho books?
account codes in reports
How the numeric codes that I have created for chart of account, customer and vendor can appear in all the reports?
How to add non-GST invoices for leasing clients?
Hello Zoho team, We use Zoho Books as our billing software. We are in vehicle retail business. Some of our vehicles are sold on lease, where we add the leasing company name and address in the "Bill To" section and their GST number, while we add the lessee
How to Record IMPORT VAT in Zoho Books ( UK Based Business)
Hello, I need expert advice on HOW CAN I RECORD IMPORT VAT. Business is based in the UK. We import goods from China. The Logistics company pays the Import VAT and then they send us the Invoice. I know there is one feature in Zoho Books ' RECORD IMPORT
Invoice Templates Notes and contacts
Hello, 2 questions: Where in the template edit area do I access the NOTES section that shows on my template. Currently it reads "thanks for your business" and we want to change that. Also my invoice when generated does not include the name of the customer
Analysis of projects costed against bills
Hi there Within the Bills module we can see the analysis of the accounting posting within the Display Journal dropdown. Is there an option to see the project/s the bill has been coded against? A Bill can be allocated to one or more projects but this information
Accounting for Accrued Income as per IFRS15
How do we account for accrued income as per IFRS 15 in Zoho Books?
Zoho Books (Timesheet) : «The time spent for the day adds up to more than 24 hours. Please check and retry.»
I'm having trouble almost each time I try to star timer or log time, system says : « The time spent for the day adds up to more than 24 hours. Please check and retry.». I didn't even loggued time for this project since several days. What's th problem?
What's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing Developer
Show currency on Invoice
Is there an easy way to show currency on an invoice? Regards, Glenn
Unmatched Book Transaction
Hello friends How do we match book transaction in Petty cash which is showing in our report so please help us to clear the issues.
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