HOW TO CREATE INVOICE TRIPLICATE
I need to create invoice in triplicate as per GST norms with printing of "original for Buyer", "Duplicate for Transporter" and "Triplicate for self" in it. How to do it ?
ESTIMATE and IVOICE NUMBERS
How can I keep the same auto-generated number for the estimate to the invoice ? I mean when the estimate is being converted to an invoice i would like to assign the same number of the estimate to the created invoice thanks
Currency in Bills and Expenses
1. ) I import products from different countries I need to assign costs from bills/costs associated to the importing, customs, other costs of products. Supplier - You have to assign ONE CURRENCY, In Peru i have multiple suppliers that sell to me in Dollars
Receiving ACH payments - canada edition
Hi, Is there a way to receive ACH payment in the Zoho Books canada edition? What are the alternatives to receiving customer payments which incurs a fee lower than the standard 3% fee used by credit card payment gateways? Thank you,
Write Checks
This should have happened by now.....What is the hang up? Please get the ball rolling on this. It has been around two years and no movement. Either tell your customers that it isn't coming or let us know something in regards to time so we can make informed decisions. I would like to talk to someone in management please have them contact me. Bobby Green
Tracking Cheques issued as Security Deposit for loans taken
All Banks and Lending Institutions require a signed security cheque for the disbursed amount with the words "Not Exceeding INR ____" ( and the INR amount will equal the sanctioned amount - even if it is INR 100 lakhs). Does Zoho Books have any utility to capture the entry of such cheques which are to be recorded for tracking but as per GAAP they are not supposed to impact the Bank Account and the GL since they are a contingent liability.
Zoho books running very slow in UAE
Zoho books running very slow in UAE, this is really frustrating, waste of time. As we are facing this issue from very long time ago, we already informed to zoho customer support team many times, but they says this is temporary issue. As we are facing this issue more than a year, we cannot consider it as a temporary issue. We are planning all our branches to migrate to other software if it continues.
Zoho Projects doesn't sync with Zoho Books
I have two projects that have primary clients associated with them but they do not sync with Zoho Books. Zoho support does not know how to fix it. Anyone have any ides? When I review the sync errors the "set primary client" link does nothing.
Creating Bulk Bills
Hello i receive invoices from Suppliers and i make them payment after 15 or 30 days say they are 30 or 40 Invoices which i need to pay them after creating Bills and then Record Payments i need to know how to create bill in Bulk as i do not want to create single bill for 40 invoices as its time consuming to record bulk payment i have seen that you have a option for Bulk payment but i cannot find any option for Bulk Bill recording. thank you
What's New in Zoho Books - August 2020
Hello, everyone, At Zoho Books, we're always trying to simplify your accounting and provide you a hassle-free experience while you manage your finances. Here's a quick round-up of the updates we've made to Zoho Books in the last month: New reports: Reconciliation status report Get a detailed report of your reconciliation in the Banking section of the Reports module. You can view the reconciliation summary and statement lines, filter for matched, unmatched or categorized transactions, and export each
Reversal of bounced supplier payment
Hello, I am wanting some help on how to handle a bounced SUPPLIER payment. It appears we made an error in the bank details for one of our suppliers and a payment was returned to us. The bill is marked as paid. How do we reverse the payment and record the returned monies so that the bil will be re-opened for another payment to be made to the supplier?
[Webinar] Introduction to Cloud Accounting
Hello everyone, If you are new to cloud accounting or have just migrated to a new accounting environment, it is vital to set up your accounting system correctly to avoid problems in the future. Even for experienced bookkeepers, this can be a big task, but it doesn't have to be. To help streamline the process of setting up your accounting system, the Zoho team will host an Introduction to Cloud Accounting webinar on August 19, 2020 at 9 am PDT. Register now for the webinar! In this session, we'll
Payments received for the services provided in previous periods.
Hi Zoho. Significant part of our business is providing the maintenance services for the s/w sold (or subscription for s/w). Some of our clients use postpayment option. Let say 31/12/2020 they will pay for 12 months of services provided in 2020. Instead
Stripe - Zoho Books (India) Integration
Apologies for our ignorance we are new to this ecosystem. We use STRIPE as the payment gateway & Zoho Books (India) for accounting. We are currently dealing with confusion while trying to make entries in Zoho Books. Below is the transaction (all number are only for representation purpose) Product Price on Stripe (Invoice) - INR 100 Stripe Payment Charges - INR 10 Stripe Fee (for transferring funds to our bank account) - INR 2 So we received INR 88 in our bank account. We created an invoice of INR
Live Calculation and Live Update of custom field in Invoice Page (If OCTFIS TECHNO can do it, why can't Zoho do it?)
Dear, i saw a video from OCTFIS TECHNO, regarding Live calculation and Live Update for custom field in invoice page. If OCTFIS TECHNO can do it, why can't Zoho do it? Thanks & Regards Shamnad Jafer 9446005528
#5 CRM/QB to Books Migration: How to manage Parent / Child Customer Accounts (from CRM)
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #5 In Quickbooks & Zoho CRM we have Accounts / Customers setup as "Parent" accounts with a number of "Member" / "Child" accounts. How does this translate to Zoho Books or How to people manage this? Books seems to bring them over as individual accounts. Current CRM / Finance Setup - CRM Accounts & it's Contacts sync to Finance Contacts & contact persons (see screenshot) Current Quickbooks / CRM setup - One main billing
Import payments shows error - Invoice Number: Please specify the payment received for this invoice.
I am just starting up Zoho Books. I have successfully imported contacts, projects, timesheets and invoices, but I'm stuck on importing the payments received for those invoices. I am using the .csv template on the website, dates and numbers are all formatted
Change a default option
Hello, In the payment receipt I want to change the default option of a selection. How can I do it? I attached the image, in the fist picture "Deposito para", the default option is "Factura" and I wan to change to default option to be "Publico General". Can you add where can I made the change by steps.
How to give discount on invoice.
If there is invoice of 10000 INR and mu customer pay me only 10900 INR and want 100INR as discount on bill. How can i do that. In simple words he wants to paid partially bill and close account.
Platform fee accounting
We are seling items through Pepperfry platform (similar situation for Amazon and Flipkart etc.) The invoice is raised in name of customer. The platform collects the payment and remits to us only the nett amount - that is customer invoice value less platform fee). On receipt of money we credit the customer with amount received in the bank. After each month platform Pepperfry send us the debit notes for all deductions they have made on account of platform fee. Now we have to transfer the difference
Saved reports
Would be nice if we could save modified reports for future use in the reports module ....
COVID-19 business resources: Navigating the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL)
Hello everyone, With the deadline for the Paycheck Protection Program (PPP) loan application just around the corner (August 8), small businesses across the United States are in a race against the clock to apply for the loan. As you might know, the Economic Injury Disaster Loans (EIDL) and the forgivable PPP loans are part of the US Small Business Administration's (SBA) economic assistance programs to businesses impacted by the COVID-19 pandemic. Over the last few months, we have written in detail
Barclays feed
Is there a direct Barclays feed yet for Books? I mean direct, as in the one we currently pay for in Xero, not the one which goes via a third party and takes four days to update.
How to get authtoken for Books function to get List of PO ?
Hello, I'm trying a small test function in Books Automation for module Purchase Order to get the list of billed PO. This test should run standalone for now. Later I plan to attach the function to a button or link for admin to run it. Surprisingly, it requires at least one known PO to get the list of the others. Arguments are mandatory, I don't need them. void test_getpostatus( map purchaseorder , map organization , map user ) { organizationID = <hidden>; poSearch = {"status":"billed"}; poList = zoho.books.getRecords("Purchaseorders",organizationID,
What's New this July 2020 - Zoho Books
We are back with another set of updates to enhance your accounting experience. Let's take a look at the updates for the month of July. Update tool to accommodate the 15% VAT hike in KSA (Saudi Arabia Edition) The government of the Kingdom of Saudi Arabia has announced a raise in the VAT rates from 5% to 15%. To help you stay compliant with the revised VAT rates, Zoho Books has come up with an update tool. You can change the VAT rates of your items, recurring bills, recurring invoices, and recurring
While refreshing bank feed, bank description showing previous.
Dear, While refreshing bank feed, bank description showing previous. Thanks & Regards Shamnad 9446005528
How to process multiple Authorize,net ACH transactions in 1 month
For ACH / checking account payments I have set up Authorize.net gateway. I usually set up my Authorize.net checking transactions as PPD (if that makes any difference). I also have set up Stripe but only for credit & debit cards. All of my customers pay recurring monthly subscription fee, usually billed on the 1st of the month. Some of them also incur extra charges from time to time that are billed separately from the subscription fee. The extra charges shouldn't be combined with the monthly subscription
UK’s New Policy Measures and Configurations in Zoho Books (UK Edition)
Dear customers, As Covid-19 has adversely affected businesses of all shapes and sizes, the Government of United Kingdom has introduced several measures to keep people in work, protect their incomes, and support businesses. In the Government’s second phase of response, it has focussed on protecting jobs with the Plan for Jobs program which includes several policy decisions with various schemes. Among them, one of the policy decisions deals with the hospitality and accommodation businesses. For businesses
Is there any way to remove the "Due Date" from showing up when user clicks to pay for an invoice online
If there is a due date on the invoice, we can remove it from showing up on the actual invoice through the template. But when a customer clicks on a link to pay for the Invoice Online, they are taken to the Zoho secure pay, which shows the Due Date for
Update a custom field in Zoho Books
Hi, In Zoho Books I have created a custom field for Estimates as Drop Down list. I wanted to add items dynamically in it.Is it possible? or How to make a custom field in Zoho Books as Lookup field?
Zoho Books - TDS on Salary
Apologies for our ignorance as we are new to Zoho (rather accounting) Hello, We are using Zoho Payroll & Zoho Books both. Say, in Zoho Payroll, an employee salary is Rs. 100 (Next Pay 90 & TDS is 10). We paid Rs. 90 to the employee and deposited Rs. 10 to Government as TDS. Now in Zoho Books, we did the categorize the bank entry for Rs. 90 (as net salary payment; auto-match). I would like to know where to categorize the Rs. 10 debit (already paid to the government). Should we do it as Expense >
Problem with exporting Bank Transaction from Zoho
Hello. Myself Manoj from Bangalore. I run a Pvt Ltd company and have added multiple bank accounts which include a current account and a savings account. I am not finding any option to export bank statement from zoho to any format. As 1 of them is a savings account, I have added it only to filter company investments and keep track of loan given to company. But i dont see any option to export any statement in Banking section but only to import them into Zoho. If anyone has any idea about it, kindly
Cant able to connect to yes bank
Always when searched for yes bank, it says yes bank(Corporate), but for our company, we use Retail option in yes bank. How do i connect to this automatic import.
Item list for confirmed orders
I need list of items from all the orders where status is confirmed. This is to help us plan purchase / manufactire. Right now I can only get list of all confirmed orders but not items / consolidated list of items under confirmed orders.
Inactive Accounts show in Invoice Selection
New to Zoho Books. Migrating from Quickbooks and it is very tedious. I have a lot of Inactive Accounts in the CoA, for a reason. Why do they still show, when I'm selecting an account in the dropdown list at invoice creation? Is there a setting I've missed? Thank you, Danny
Kerala Food Cess - Not applicable to Government Customers
We are stuck while entering sales invoice - as Central and State Government Customers are exempted from Kerala Food Cess. Can Support Team help us? Phone / Chat / Email from Zoho - No support for third day in a row!
Does ZOHO support generation of Payment vouchers needed for RCM complying the Indian GST rules
Following details have to be mentioned in the payment voucher as per GST rules: Name, address and GSTIN (if registered) of the supplier. A consecutive serial number not exceeding 16 characters of any combination which unique for the financial year. Date of issue of payment voucher. Name, address, and GSTIN of the recipient. Description of the goods and service on which tax is paid on reverse charge basis. Amount paid to the supplier. The rate and amount of tax charged under different heads CGST,
Migrating from Quickbooks Pro 2013 Desktop to Zoho with lots of historical data
I've been looking into switching from Quickbooks. We don't want to be tied to Intuit any longer, but the major issue I've found with the applications I've looked at so far (Xero and Wave) is that the options for importing historical data are severely limited. They basically tell you to export out summaries for various accounts from Quickbooks and import those. But we use Quickbooks as our main institutional memory so that's not enough. We offer services, we're not retail, so we don't carry an inventory,
How do I add Net 90 as a payment term option on invoices?
I would like to add net 90 as an option in the drop down on my invoice but it currently only has net 15, 30, and 45. Can anyone walk me thru how to add Net 90??
Possible to select PayPal Business as default customer payment method?
Is there a way to select PayPal Business as the default payment method for a customer? I am able to select PayPal as the default gateway, but it always defaults to PayPal Standard. See picture below. Thanks.
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