Banking Statements - Ability to Filter by Date Range
When categorizing transactions from the Bank or Credit Card statements it will be great to have a date filter to specify only to display records Until certain date. For example I am working on a statement for the month of November but during the last
Zoho Books - Zoho CRM Custom Field Sync
We use Zoho Books to send invoices through email to our customers. We have synced Zoho CRM and Zoho Books using the Account and their Contact Module Option. In Zoho CRM we have a custom picklist field for contacts named Anrede (German Salutation). We
Regarding Ecommerce marketplace Sales invoice vs Zoho Sales Invoice
Dear Zoho, i have an important query regarding zoho sales invoice number vs Marketplace Invoice Numbers. For example, our Sales Invoice ,starts with IN0001 . and we do sell offline and Online ( Marketplace ) also. Lets say , Flipkart issues their Sales
Split a bank transaction between an Expense and Drawings
This subject seems to around for a while now, but has it been resolved. I have a client who is looking at your software, but they have a number of transactions that requiring splitting between an expense and drawings. Yes, I could raise a journal but
Zoho Books API ignoring custom fields for new sales orders
Is there a way to include custom fields when submitting a new sales order via the Zoho Books API? We use something like this in the json: { "customer_id":"nnnnnnnnnnnnnnnnnnn", "date":"2020-12-16", "reference_number":"OC 992", ........ "custom_fields":[{"custom_field_id":"1984178000001725178","value":"OC
Detect the first sales order of a client
Hi, We would like to detect when a Sales Order is created, if it is the first made to that client. Any clue how to achieve this?
IDBI Bank Feed Broken
Dear, IDBI Bank Feed Broken Thanks & Regards Shamnad 9446005528
How to adjust paid TDS and any late fees paid for TDS
Hello, I want to know where and how I can categorised whitheld TDS paid to authorities. Like GST where and how I can categorised paid TDS amount from my bank.
auto number generation not working
Using the ZohoBooks API for submitting new sales orders the auto number generation is not working. The documentation says this: salesorder_number Optional Mandatory if auto number generation is disabled. However, when we leave it out, the API always returns
Opening balance supplier and payments
Hi, since I had some suppliers with opening balance from previous period (before migrating to Zoho books) I made some manual entries. Then in Zoho book I manually recorded the payments but there is an issue: Zoho cannot find the opening balance so marks the payment as excess credit. If I go in the statement for the supplier it's fine: it has the opening balance and the payments and they close fine, but in the overview for the supplier I have unused credit and debit both open for the same amount.
To have auto "PREVIOUS PRICES" on invoices for any customers
Yes, I think somebody had raised this idea before if i am correct. My question is : When i input the items in an invoice, can it be set so that the prices will follow the one previously the customers bought before ? this will greatly help to have the
Accounting question regarding payment for a billable expense
Hello, Where is the income for billable expenses that have been paid by the client's customers posted? My client bills his clients for expenses and has received payment; however, when I run a P&L I don't see the income for these expenses in the income section.
How to remove transactions from Contacts so I can delete them?
I downgraded my plan and can only have up to 50 contacts. I need to delete ~185 contacts. However, before doing that I need to delete all transactions and all reconciliations tied to those transactions. I'm noticing that even when I am able to delete transactions, the contact still will not delete due to transactions somewhere being associated. How can I remove my inactive contacts so I can begin using ZBooks again?? Many thanks! Brian
Does Zoho Books Support Period vs period comparison reports?
I use Xero now, although Xero has limitations and does not integrate with Zoho well, i like the period vs. period comparison reports. For example, i can easily see Month to Date for this months and the preceding months, up to 11 months side by side;
Reorganizing chart of account
Hi, I would like to reorganize newly created accounts and change the order they are displayed in the chart of account + P&L report. How could I make it? Thanks
Delivery method on packing slip
Hi When making a sales order I can type the delivery method. But then I make the invoice and from the invoice I make the packing slip. On the packing slip I like to print the delivery method I typed in the sales order, but this is not possible according what I can find. Will this be possible in the future?
Invoice QR Codes
Fantastic new feature! I only use customized templates, it doesn't look like they're available for those yet ? Much more importantly, for a lot of people I would think, is to have QR codes on Sales orders so we can pack, ship, dispatch etc much more efficiently!
Timers without projects for smaller businesses and service industries
Hello, I am a recent switcher from Wave Apps and I operate a tech support business. It would be great to be able to clock in and out of visits to clients without having to set up a project for each time id like to log time. So at the moment I can't use
Zoho Books in British English, not American English
Hi guys, I noticed yesterday as I was finishing my Zoho Books setup that several words are in American English, which lead me to believe there is no British English interface as an option. I would highly suggest start offering this as many British customers
How to remove extra info that is sent via zohobooks?
hi Whenever we send any email from zohobooks it shows extra info. How I can fix this? "Purchases via sender.zohobooks.com "
RE : MANUALLY CATEGORIZING -ADD AN EXTRA FIELD FOR EMPLOYEE
When I select itemize I can split the expenses into categories e.g a receipt for 100 from the Petrol station i can split into 50 fuel, 40 motor vehicle expenses and 10 misc. Which is great. However, I also need to add an employee field in the when I
Bank Account link_Charges
This is regarding the query about bank charges / bank account linked to ZOHO Books for payment. We already linked our business bank account with ZOHO Book and doing transactions from the same i.e. expense payments / vendor payments etc. Our query is..
Sales by Customer by Month
Hello, I need to generate a Sales by Customer report over a five month period with totals for each month. Is that possible? I don't see an option to total by month in the Sales by Customer report? See attached for an example of what I'm trying to do.
How to deal with cash back from vendors
Hi Guys, Facing below problem, request help: I use a logistics service provider to ship my stuff. Services are pre-paid (done through recharge). Tax invoices are issued at month end as per usage and deductions from wallet and tax paid is claimed as input.
How to update a debit balance as opening balance in vendor account
How to update a debit balance as opening balance in vendor account,
moving expense to bill section
I have a ton of data added to expenses that should have been added to the bill section. Is there a way to convert the expenses to the bill section without re-typing it all.
Can ACH Payments to Vendors only be done using Forte?
I was reading another users poor experience with Forte and them charging additional fees after the fact for PCI compliance. Is Forte the only integration that can be used to make payments to vendors via ach, or are there other integrations in the works
ZOHO BOOKS - importation and exportation features - working with MS Excel or Zoho Sheet extensions
Do you intend to improve ther working with MS Excel or Zoho Sheet extensions to import and export files from and to Zoho Books. It is much more easier to work with this files instead of csv files. Other issue: is it possible to enter new data and save when we are using the Zoho Sheet View? Thanks! Best, Renato
Changing Paid Through on expense after Vat filed
I have found an expense that has the wrong payment method associated with it but I can't alter it as my Vat return has been filed. The expense was paid for in cash but was marked down as a credit card payment. This is messing up my card balance and I
What's New in Zoho Books - November 2020
Hi users, Cheers to overcoming another month in this pandemic together! As always, we are here with yet another set of updates to simplify accounting for you. e-Invoicing (India) Push your invoices, debit note or credit note to the IRP (Invoice Registration
Payments Recieved - API Error (The amount entered is more than the balance due for the selected invoices.)
I would like to enquire regarding pushing payments to Books using API. We have this scenario where Invoice Amount to be Paid: $42.79 Actual Payment Received Amount: $42.80 Using your Payment API Endpoint (https://www.zoho.com/books/api/v3/#Customer-Payments_Create_a_payment)
Not able to Record TDS when Applying credits to offset an Invoice
Hi, I am a Landlord and I have rented out my building to a couple of Tenants. The life cycle of a client would be as follows - 1. They would give me 6 Months Rent as Security Deposit 2. I deposit the money into my account and create a Fixed Deposit.
Tax as line item but not reflected in total
See screenshot: the subtotal before tax (249.00) is the same as the total, despite there being a $14.09 tax charge. How can we make this tax reflected in the total?
Staying in the vendor
If I am looking at a particular vendor and I open one of their bills, when I close the bill it takes me to a list of bills for all vendors. It would be better if I were returned to the particular vendor I was is.
[Webinar] Introduction to Zoho Books & Migrating Accounting Systems
Hello folks! If you are new to Zoho Books and looking for a hands-on guide to getting around the product and migrating data from your old accounting software, we've got you covered. The Zoho team will be hosting a live webinar, Introduction to Zoho
Moving InspireXT Subscriptions to .COM domains
Hi, We have bought Zoho products for UK and India. I am told that due to some restriction, Indian bank account cannot be accessed from .EU domains unless we change owners. I also understood that we are hosted on .COM domain, then we can achieve what we
Display Dual Currency on Customer Invoice
Singapore Tax Authority requires our Customers Invoices to clearly stated the GST tax amount on the invoice. For SGD invoice is no problem. But for USD invoice, we hope the Zoho software can be modified to show the invoice amount and GST amount in Singapore
Zoho Connections - Google Sheets
Here's a great snippet obtained from the one & only Bharath Kumar, who has helped me enormously with my task of moving my external code internally to deluge. A million thanks to you Bharath. If you need to post stuff to Google sheets, set up the new Zoho
Additional Charges
Hello, In my account there is no option for additional charges in preferences in UAE version. Account ID - dubai.erp1@gmail.com PFA
Opening Balance / previous year transaction
Hello, Got into an issue..... was updating the data pertaining to previous FY 2019-20 and by mistake I set the Opening Balances to SYNC due to which I don't see any transactions for the previous year in the reports. Not sure how to revoke this or close
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