[Webinar] Setting Up and Migrating Accounting System
Hello folks! Switching from one accounting software to another can be a challenging task, so it is important to have a plan in place. If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. To answer all questions, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on September 24th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti
Attach or associate a file to a Customer in Deluge?
I am trying to connect a Customer in Books with a Contact in CRM, specifically an attachment that is found in the CRM record. In CRM, I attach the file in Deluge with the zoho.crm.attachFile call, however, I do not have that option in Books, it seems. I noticed in Books, there is a central "Files" area where attachments are stored and it seems they are referenced to whatever object in Books they are meant to be associated with, though I could not find a way to upload there from Deluge either. I see
How to create landed cost detail?
Dear Zoho Team , I would like to know create landed cost detail. Can you help me to explain? I can't choice right account and it is associate with Chart of Account or not. Best Regards, Ei Ei Thae
Item Details from Estimate to Retainer Invoice
Hi. When converting an Estimate to a Retainer Invoice, we need the item details to be reflected too, instead of just having a blank field. We need to have the power to remove items as well. I understand that the customer might want to just pay a percentage of the amount which is not reliant to the items' price. Hence, I am suggesting to have two options; one is to pay according to items, another is by percentage. This will be a great addition to Zoho Books. Looking forward to hear from your team
How to track founders investments ?
Hi all, We have started a small business, and looking for a good way to track founder expenses. In the beginning i tough about using zoho expense, but now it seems that may be a basic mistake, as this are expenses and not investments (buying test products, inventory etc.). We still dont have a company bank account so when ever we need to purchase each does it in his turn. Will appreciate any advice. Yonatan.
API Endpoint For Adding Orders
Please provide a streamlined endpoint that can be used to quickly add orders to zoho books. For any eCommerce company that wants to quickly automate all revenue account this is a critical need. Right now in the API it's possible to add revenue items,
Update estimate template depending of a customer field
HI, We have a customee fields named Business Unit. Depending from the value, the template to be used for an estimate should be selected and no the default one. We notice our sales often forgot to change the template. I thought of a workflow, which would trigger a deluge script. But I can't find a way to update that template when the record is created. Any clue ? Regards
Importing Paid Invoices
Since Zoho Books refuses to implement a proper sales receipt system, I'm left trying to figure out how to have my daily e-commerce sales import properly. I hope I'm missing something simple. Using Zapier, I can create an invoice automatically when an item is marked Complete in WooCommerce. But there's no way I can see to document that payment was also received or have it go to the correct account. Am I missing something? Is there a way to do this, or is the Zoho expectation that I go in and manually
How to create a button in Invoice view in Zoho Books that force the invoices to be sorted by customer name
Hi all, I'm new in Zoho envoroiment and I'm praticing day by day with Zoho Books. I would like to create a custom buttom in the Invoices module that automatically sort the invoices by customer name, from A to Z. I know it can be done by clicking on the dedicated colum, but I would like to make this operation more user friendly? Can anyone help me?
i want to calculate VAT on shipping fee
hi i am using zoho book in sausi arabia, he in saudi i obligated to add VAT on shipping fee, i tried to add shiping charge in zoho this message apears to me: ( Shipping and miscellaneous charges cannot be enabled when registered for VAT. Please mention any Shipping/miscellaneous charges as additional line items during the transaction. ) i don't want to add shipping fee as item, so how i enable shipping option and VAT option together? and alos Adjustments and discount. thanks
Payment voucher missing fields as per GST requirements
Hello, I have been evaluating Zoho books for subscription and found the following issue with Payment Vouchers available under Purchases > Payments Made. Under Reverse Charge Mechanism we are required to generate payment vouchers for purchases from an unregistered dealer. The GST act specifies certain fields that are mandatorily required to be present on the payment vouchers. The payment vouchers generated within Zoho Books are missing some of these fields: Name, address and GSTIN (if registered)
Is Online fillings via HMRC working for everyone? Books UK Edition
Hi Everyone, It would be interesting to hear if I am the only one having issues when filing vat returns to HMRC using Zoho Books UK edition. Currently getting an error saying: Token refresh failed. This may be due to the de-authorization of applicat
What's New This June 2020 in Zoho Books
We are back again with a set of new features and enhancements lined up for you this month. From introducing the ability to lock individual modules during the end of an accounting period to adding a wide range of enhancements for reports, read on to know
Is It Necessary To Match Bank Deposits To Customer Payments?
I have several hundred bank deposits on my banking feed that are uncategorized. Is it necessary to match them to existing customer payments that I have already recorded under "payments received" for all my invoices? Instead, can I just exclude all the transactions since the payments have already been recorded under "payments received"? It seems like a huge amount of work to have to match all of them. Many of the transactions are multiple cheques in one deposit and I would need to manually go through
zoho.books.getRecordsByID not working
Hello, I am creating a function inside Zoho Books and this simple line is not working right now. It says "Client does not exist" and, of course, the client DOES exist What am I doing wrong? This is the line response = zoho.books.getRecordsByID("contacts", "2006xxxx", "81921xxxxx");
Opening Balance import
i recently purchased Zoho books . now While i am trying to setup opening Balance by using Excel import i am getting the Error . Error : Contact Name: Enter a valid Customer Name AAny help will be appreciated. Thanks
How to upload documents in Zoho Books in the vendor portal?
Hello, I need to upload a customer's invoice to the vendor portal in Zoho Books, but I do not have a tab that says "upload documents". How can I enable this option? Thank you in advance for your response! My regards Rewa Makke
How add a tag to many operations ?
Hi, I would like add a tag to some operation from a date to another (from 01/01/2020 to 06/30/2020 for example). Is there a way to do that easily (perhaps with a custom function) ? Thanks
Lengthen Fields in Books Invoices
Our Project Names sometimes extend longer than the field in Books Invoices. I have tried for a couple of days to change the field length with no luck. Attached is a photo of what is happening. The name of this particular Project is Texas A&M Athletics Training, and you can see it takes up two lines. I would like it to all be on one line. Some legal cases can take up to 4 lines. Thanks in advance. -Craig
Calculating Cost of Goods Sold per invoice
We sell services and most of the time, the service we sell is partly outsourced. For example, when we organize an event for a client, we hire freelance staff for that event. I would like to see the cost of staff per event invoice- how do I do that?
How to record and expense and Owner drawing in the same transaction
Good Morning, I cannot work out how to allocate a bill to both an Expense account and a Drawing (Equity account) in the same transaction. I have a home office and part of the expense is for the home office and part is for the home (not a business expense).
Is there a way to turn off signatures for invoicing in Zoho Books?
I am setting up a Zoho Flow that will automatically create an invoice in Zoho Books, but it stops there and will not apply retainers because the invoice is not signed, is there a way to turn off signatures required for invoices? Thank you!
Zoho Books contact update API not working, poor documentation, poor tech support
Having lost a whole week while trying in vain the use the Zoho Books API, and an even worse technical support from Zoho, I thought I post it here, to see whether anyone has a solution: I am trying to use the Zoho Books API for updating a simple contact,
Adding unit to invoice
Dear Support, Is there anyway to add a unit field after quantity column? Because our business is a landscape contractor and in certain circumstances we provide soil for example in cubic metres and cannot denote the unit on the invoice. Another example is we supply watering truck and charge per trip. We have a simple solution by adding the unit into the Item description but some clients have been alarmed and asked if we can change this. Please let me know, Bent Regards, Jeffrey
Get contact_id from zoho books to custom field Workflow Rules
Hi There I want to update the field " zoho books ID" I create at accounts models how I can get the record from Zoho books to Zoho CRM through workflow rule and actions functions or webhook any idea ?
create a work flow for the sale order approve
hi.zoho I want to know is that possible to set a work flow like this. if the total discount value is higher than 30% of the sales order amount. then need me approve for this sales order. thanks you very much
How to properly record income tax paid electronically
My question is probably trivial for most of you, but I can't quite figure it out on my own. After browsing internet I got even more confused... I have a bank transaction for the income taxes I paid for previous tax year. The number I got from my accountant. He made calculations without using Zoho Books. The only relevant option Zoho Books offers me to categorize it as Tax Payable. As a result I have negative tax liability. My understanding that after payment is made my tax liability account should
Best way to trigger payments in online banking
Can anyone recommend an efficient way of making payments in online banking from Zoho Books. Currently I am keying in each individual payment into the online banking. If possible I would like to make payments with a file upload into the online banking.
[Webinar] Demystifying US Sales and Use Tax, presented by Avalara
Hello everyone, Today, (no) thanks to the internet, you can find an abundance of sales tax "advice," but there are very few places to find reliable, up-to-date information. We're here to help you build your Sales and Use Tax fundamentals in just 60 minutes. Attend our live webinar on Demystifying US Sales and Use Tax, presented by Avalara on September 10th at 9am PDT, and learn how to master your tax challenges. Register now! In this session, we'll sit down with Scott Peterson, Vice President of
How to record refundable Security Deposit and Earnest Money Deposit (EMD) paid to Customer ?
Dear Zoho Team, Please let me know how I can make the record of security deposit and earnest money deposit (EMD) paid to customer. These are refundable deposits made/paid to customer. After the project is over we get the money back in our accounts. Kindly
[Webinar] E-invoicing in India
Hello folks, From 1st October 2020 e-invoicing will be mandatory for businesses in India with turnover above 500 crore, as per the recent notification by the Central Board of Indirect Taxes and Customs. To keep all our customers updated on these changes, we are organising webinars in Hindi and English. There will also be a live Q&A session where you can ask your business-related queries to our industry experts. The details of the webinar are as follows: Webinar Name: E-invoicing in India: क्या
CRM/QB to Books Migration: Can anybody recommend any Zoho Finance Partners for Quickbooks to zBooks Migration?
We're trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory. Looking for any advice, pitfalls, recommendations on which partners to use... Many thanks in advance for any assistance!
Migrate from Quickbooks Desktop to Zoho Books USA
Have any of you made this same migration from Quickbooks to Zoho Books? Looking for any pains or gains related to this. Please share any details as we evaluate this scenario. Thanks to all!
iOS App Item Search
Hi, I requested an improvement on the iOS App item search. I asked that you guys please include the Item Quantity in the search result. This was implemented very quickly and very satisfactory. But I'd like to request a little improvement. In the iOS app item search, when I search for a product, it shows the products found, and beneath each product it shows: "Available Stock" and the number of units on hand. However, it does not take into consideration the committed stock on Sales Orders. It would
Clumsy General Ledger
I am new to Zoho Books.I am in fact in the process of deciding to switch entire company to it. However, the accounting and general ledger side of your software seems insufficient in many ways. Perhaps I simply do not know how to get around in it yet. We require reports which will give us P&L's by division, product line, etc. Is that possible in Zoho? Your CRM software seems great, but the general ledger and reports seem better than QB On-line, but well below the sophistication of QB Premier.
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
Calculate End Date of Hire Period
Hi support, I have a business where furniture is hired to customers. I have set up custom fields for "Hire from" and "Hire to" dates, which I manually enter. I would like to have the end date calculated by adding a field for "Hire Period" We hire by weeks,
Refresh Feed Broken?
Seems that ICICI Bank refresh feed is not working. We get once a day auto fetch all entries (overnight) but when we press refresh feed nothing is imported. The feed also does not happen automatically on bank holiday. Yesterday was bank holiday due to fourth Saturday and today no fresh feed update happened. Though few of our customers paid us and if we log in to ICICI Bank we can see those credits. Refresh feed does not import those credits. Similarly we made few payments and the bank page shows them
[Webinar] E-invoicing in India
Hello folks, From 1st October 2020 e-invoicing will be mandatory for businesses in India with turnover above 500 crore, as per the recent notification by the Central Board of Indirect Taxes and Customs. To keep all our customers updated on these changes, we are organising webinar in English There will also be a live Q&A session where you can ask your business-related queries to our industry experts. The details of the webinar are as follows: E-invoicing in India: Are you ready? (English) Speaker:
Convert retainer invoice from estimate
Hi We always send a 20% retainer before delivering our goods. I have looked around but without any results to find an option where I can convert an estimate to a retainer, like when converting an estimate to an invoice. The problem when converting to a retainer is that none of the items are converted, it is just a free text box under description and you need to fill in the amount manually. I know there is an option to add a certain percentage, but then you also need to add a gateway. We are not
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