How to export Banking Details for Vendors in Zoho Books
Hi Team, How can I export Banking details of Vendors from Zoho Books and Import when ever reqired.
Quickbooks Online to Zoho Books Migration
I want to migrate all company accounting records from Quickbooks Online, version Simple Start, to Zoho Books. Quickbooks Online was only used to keep track of bank transactions and to create reports for tax purposes. Records contain: ~1100 bank transactions, dating back to 2016, ~80 Vendor & ~30 Customer records -Chart of Accounts with standard accounting categories such as bank account, assets, income, expense, etc.. No AR, AP, or Inventory records. What is involved with this type of migration?
Links to invoices with multiple organisations is painfull
We have multiple organisations to work with in books. However, the link to an invloice/salesorder/estimate looks like this: https://books.zoho.com/app#/invoices/123456789034563456 There is no information about the organisation in this link. 1. There is no way to directly open a specific invoice You have to open books, select the correct organisation, then you can click on the invoice link. 2. If the organisation is not given (from support or if you just paste the link for someone and forget about
How do you Sync Vendor Bills raised in BOOKS to the CRM
Unless I have missed something but I can not find any way to show my vendor bills from BOOKS within the CRM. All the appropriate sync settings are in place and I get everything but the most important document Thanking you Greg
Why do PayPal fees not show up as a line item. Makes it impossible for us to match transactions with eBay sales.
Hi, When we try and match Ebay/marketplace sales we are unable to do it via the match transaction feature as the amount we receive has already reduced by the Paypal fees and therefore we cannot match it with the invoice that is auto generated via an automation in Zoho Invoice. In our old accounting tool PayPal showed the correct amount and then another line with the fee separate which we could auto classify as "Banking charges". How do we work our way around this to ensure our accounting is correct?
Manual Entry for GST paid, by CA
Greetings, My CA pays GST amount directly from GST portal from his account, and then I send money to his account as per my conviniance. Since I don't want to enter manually on Zoho Books each entry of GST payment done as per GST Challan, What single entry can be made to reconcile the Bank Statement ? Awaiting kind help. Thank you
Invoices are being skipped with errors as "Resource does not exist."
Hi, I am trying to import invoices in Zoho Books via .CSV after mapping fields and clicking the next button, Error is initiated as "Resource does not exist.". The Items exist and their serial numbers also exist in Zoho. Please help me with this challenge.
Looking for help with ongoing book keeping services
I am looking for help with on-going business book keeping. here are some details about the transactions that I have for whole year of 2019 Total Invoices - About 100 Expense entries - 350 Sales Entries - 100 Vendors - 50 Chart os accounts - 140 I use Zoho books. Any recommendations
Submit bills on Zoho
Hi Team, I would want other departments to submit invoice directly on Zoho. For this purpose I will need to create a user who can submit the PO & bills and check the status of the same. They should not be able to see the other information available on Zoho. The user should be restricted to the details of the invoices that they are uploading. It would help us to secure confidential data.
Share the code of the invoice "Minorista - Estándar"
Hello, Can you share the HTML code for the template of the invoice intended to POS, the name in spanish is "Minorista- Estandar" or someone from the community can share me a code. Regards
Bill: Late Payment
Good afternoon, I have some suppliers that have a late payment penalty fee. We are looking for a way to include this feature in a bill template. For example, some suppliers have a range of days for a certain penalty percentage. Example 31 - 50 days - 5%. 51 - 100 days - 8 %. We are desperately looking for this feature.
Zoho books and inventory is too slow.
It's very frustrating using Zoho books and inventory . It is incredibly slow. Work with Zoho has been very frustrating.
App Spotlight: IH Payroll Extension for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. IH Payroll Extension for Zoho Books IH Payroll integrates Zoho Books with KeyPay and Zoho People for efficient payroll management, currently
Books - Portal notification and custom pages
Hello, currently I am evaluating the Books module, now I have got some questions regarding the portal: if I add a comment to an invoice/estimate which is visible in the portal, my customer should receive an email that there was added a comment. How can I set that up? Is it possible to add custom pages to the portal like an overview of our products? Is it somehow possible that my customer (not vendor!) can upload documents in the portal? Thanks in forward. Regards
Bank feed connected but not syncronising
Hello, I have had my bank connected to ZB for a couple of months now. All has been fine until this week. since the 5th of this month ZB has stopped syncing with my bank. I click sync and get the notification but nothing happens. I have tried to deactivated feed then activate again but no luck. Any help?
Accounting for Paycheck Protection Program Loans [United States Users]
Not sure how many users are based in the US, but this one-time federal program offers a loan which will be forgiven(essentially turned into a grant) if the business meets criteria of maintaining staffing for 8 weeks and will reimburse payroll and certain expenses. I was thinking there are two ways to track these expenses and the loan itself - tags, and projects. Right now I'm thinking that a project makes the most sense. It would have a budget (loan amount) which equals the retainer (funding
Quantittive tracking of an expense item
We are a school where we buy note books / text books / stationery items for free distribution to our students. When we buy the above items we book the expense instead of creating inventory. But we require to maintain a quantitative record of the items
How to authenticate noninteractively to APIs
I have two use cases for APIs that I don't understand how to authenticate. 1) I want to make myself a desktop timer app. I don't want to have to run a server to redirect to. I also don't want to have to open the Self Client page every time. I just want
Accounts Payable
How to pass entry for any payment made against Accounts Payable?
Custom Views in Expenses: Thank you!
I must have not been paying attention when this one was implemented but THANK YOU for the custom views in expenses!! Ability to create my own (private) and team (share) custom views AND name them? Woohoo! Thank you Zoho! -Gina
Loading Sheet Feature missing in zoho Books
The the way we work our business. 1) We took sales orders from customers. 2) Then convert it into the invoice. 3) Then we load our vehicle with the help of "Loading Sheet". 4) Deliver goods to multiple customers through single vehicle. the problem is we don't have the loading sheet feature. I need aggregate product sale report only for selected invoices we call it loading sheet because of it we get to know what to load in Our Truck. Please Help me with it is very necessary for me. I have around
Terms and Conditions Character length
Our terms and conditions are to long to be entered. Is there a way to add this another way. I tried using annexure but had the same issue. the limit is 10,000 characters I have 21,000
#3 Zoho Books Digest
Hey everyone! We are back with another edition of Zoho Books Digest! Here is what we have for you this week: Upcoming webinars : 1) VAT Ready Zoho Books KSA Edition (Arabic) (GCC) Description: Join us for an Arabic webinar and learn all about VAT Ready Zoho Books. Date: 10th June 2020 Time: 11:30 AM AST Registration Link 2) Boost your cash flow with AR and AP automation. Description: Did you know that 82 percent of small business failure can be attributed to poor cash flow management? In this webinar,
Zoho Books Credit Card Payments
Currently, Zoho Books moves all Credit Card Payments to UnDeposited Funds. For now, it's not a huge pain for me as we only do 1-5 a day. We are planning on getting much busier to the tune of hundreds per day. I don't have time to reconcile like Zoho wants
What's new this February 2020 in Zoho Books.
Integrate Uber with Zoho Books (India) Keeping track of your employees' Uber rides could be quite a task. With the Zoho Books and Uber for Business integration, it doesn't have to be. Choose a Bill to Company model in Uber, and pay for all your employees rides on a monthly basis. To start integrating: Go to Zoho Books > Settings > Integrations > Uber for Business Once you've set up the integration, Zoho Books will generate a unique email address. Copy the email address and paste it in your Uber for
How can I add a custom field to the reports in sales
Hello, I want to download the report of "Payments received" with a custom field that I already have in customer. The solution in this moment is export the report to excel, and use the function "vlook up" and search the data from another excel that i export of customers information.
Facing error as Invalid Data while recording Payments for vendors
Hi I am trying to record vendor payments via API I followed everything with respect to documentation but still facing this response as { "code": 6, "message": "Invalid data provided" } My input JSON string is { "vendor_id": "2062398000000164580", "bills":
Automatic Move of Credit Card charges to bank instead of UnDeposited Funds
As my title states, is there a way to automatically move credit card transactions to my bank, either nightly or even just straight there instead of undeposited funds? It is very annoying to have to go in to many transactions every day and modify them from undeposited to checking. Yes I know I can calculate the amount and do a transfer, but that even seems more messy instead of just showing where it went in the first place.
Zoho Books doesn't authenticate when OneAuth is offline
When I try to sign in zoho books in the navigator while OneAuth is offline, zoho books doesn't generate the QR code to scan it in OneAuth on my mobile. In other words the offline Oneauth doesn't work and the navigator sign in allows me get in with out the OneAuth offline mode. thanks
Zoho Books - Estimate Line Item Limit
Does anyone know if there is a limit on the number of items you can add to an Estimate in Zoho Books?
BCC
how do you bcc: on outgoing quotes and emails?..or is there a work-around?
Display Name in PO need to be removed
Frequently we've created a PO to vendor and drop ship to customer. Billing and Shipping Address are different Name Whenever we created a PO and it shows contact display name, attention and company name which is confusing for receiver. PO template does not have ${CONTACT.CONTACT_DISPLAYNAME} Here is the Example Billing Address: John Doe CBDCompany 5555 Main St New York, NY 11111 Shipping Address Jane Brown. ABC Company 1234 Main St New York, NY 11111 In Zoho Contact Primary Contact: John Doe Company:
Zoho Books Mobile App recording Mileage
within Zoho Books on the desktop the new expense > Record Mileage is available to enter distance travelled and it calculates the amount based on mileage x 45p per mile. In the mobile app, I can create an expense and select the Fuel \ Milage Expense Account but it still prompts me for an amount and not a distance. Is there a better way to record mileage on the mobile app. (Android S10)
What's New in Zoho Books - April 2020
Hello, everyone! First off, we hope you're all staying safe during this time. The COVID-19 pandemic has impacted all businesses, both small and large. At Zoho, we've been working remotely to ensure your business doesn't face any technical setbacks during these hard times. Our teams have been tirelessly working on providing technical assistance whenever required and making the necessary enhancements to the application. Here are some of the significant enhancements we've made while working remotely
Item Import Missing Purchase
I just imported over 150 items into books, but now every one I go to doesn't have the purchase rate, account, etc? It was in my import, and now there is no feature to undo. Any idea's? I checked to see if i could just click the purchase button, but
#2 Zoho Books Digest
Hey everyone! We are back with another edition of Zoho Books Digest! Here is a quick overview of what's cooking this week : Upcoming webinars : Essential Business Survival Guide During COVID-19 ( US and Canada) Description: We discuss the fundamentals of how to manage your company during the ongoing COVID-19 crisis. Date: 20th May 2020 Time: 12:00 PM EST Registration Link Maximizing Revenue with Online Payments (US ) Description: Learn how to boost your cash flow by integrating Stripe with Zoho Books
Transfer of Zoho Books ownership
One of our clients is a partnership firm. The Zoho books subscription was bought using one of the partner's email id. Now that partner is leaving the organization. Question is - How do we transfer the ownership of the Zoho books subscription to another partner. Thank you.
User Role based on Cost Center tag
I have a potential client that has an umbrella corporation with about 10 divisions that are "Cost Centers". I know I can manage reporting via Tags. Each division has its own bookkeepers/accountants. I want one master Zoho One account for the umbrella corporation so that all the divisions can roll up for reporting. I do NOT want divisions to be able to see/edit other divisions Books. Can I create a User Role that I will call "Division X Bookkeeper", the X will be a number to represent the division?
Zoho Books Digest!
Hey everybody! Hope you all are safe and sound! Happy to introduce 'Digest', a brand-new section in our forums for the Zoho Books community. Zoho Books Digest is a one-stop source for updates on upcoming webinars, product news, popular discussions, and more! Here's what we have for our community members. Upcoming Webinar: 1) Boost your cash flow with AR and AP automation. (India and GCC) Description: : Join our webinar and learn how to automate AR and AP functions in Zoho Books! Date: 19th May,
Populate All Contact Person in Invoice Custom Template
How Can I Populate All Contact Person Available in Customer while Designing Custom Template For Invoice?
Next Page