Data Transferring
Hello , I am Transferring all the data to Zoho from 2017 Till Now . Can i record all sales invoices for 2017 , 2018 and 2019 first , then i record all the payments ( 2017 , 2018 & 2019 ) and expenses ( 2017 , 2018 & 2019 ) .. or it will effect the financial end closing Best Regards
Recurring Invoices
Hi, my business operates 99% recurring jobs on a two or four week schedule. I can set the recurring invoices for two weeks but not four. Monthly is no good as there are more then 4 weeks in a month. What can I do? thanks!
"Accept" or "Decline" Estimates without Client Portal access
Is there any way to eliminate the need for having the client sign in to the Client Portal in order to accept or decline an estimate?
How can i add Latitude and Longitude in the Invoice
Dear all, Help me how to get Latitude and Longitude in the Invoice Thanks Thet Kyaw Linn
oauth/v2 getting code
Hai team, https://accounts.zoho.com/oauth/v2/auth?scope=ZohoBooks.invoices.CREATE,ZohoBooks.invoices.READ,ZohoBooks.invoices.UPDATE,ZohoBooks.invoices.DELETE&client_id=1000.4HZYWSU55DIM69598UF5N8507MVO3H&state=testing&response_type=code&redirect_uri=https://simbatechc.in/bill&access_type=offline i tried this url in post man. but i am getting error. kindly replay ASAP
how can i change the firm in zoho books.?
soon i want to change my firm...can i add another firm or change the present one..??
Product finder
In quotes, sales orders, invoices, ..., the article search engine filters, I think I understand, looking for the matching positions from the first position of the article name. This is something primary for our catalog that has the order of 10,000 articles
Zoho Books Splits and Tags?
I have just started "playing" with my trial version of Zoho books. I am considering using this for accounting for a property management company, but I need to split and classify invoices to multiples accounts and properties. In order to make this viable I would need to be able to enter multiple lines for account distributions for each expense invoices. Additionally, I would need to be able to tag each line for with an activity code (tag). I would envision that many users might need this functionality
How to add daily expenses and petty cash expenses through mobile app?
How to add daily expenses and petty cash expenses through mobile app? Regards Hitesh.
How to force users to attache documents when recording a payment
Hello, I want to force my users to attache the payment proof (PDF or Image) when they record the payment of an invoice. How can I do that in settings ? I didn't find it yet. Thanks in advance for your help.
Automatization of reporting tags and Personalized Views
Hi, Is it possible to assign automatically a report tag based on specific criteria in Zoho Books? Also, it will be great to have the option to create Personalized Views based on those tags
Webhook for timesheet
Hello, I am using zoho API to keep record for timesheet add, update & stop of timesheet into my database. To trigger that event I am using Webhook. But since there are only option for created, editated & delete it does not notify me when someone STOP their timesheet. How can I get that records? Can I use Custom Functions for this? If yes, can you guide me how to do it? And also can not I get idea of which event is performed(like timesheet created or timesheet updated), because I can not see it into
Marking non-billable expenses as reimbursed or paid
The subject line says it all. What's the recommended way to do this? I reimburse my billable and non-billable expenses when an invoice gets paid to keep the reporting clean, but I'm not seeing an easy way to say, in Zoho Books, "these non-billable expenses are now paid." Reporting becomes difficult when I have months of non-billable expenses which have actually been paid.
If needed, Due Date should change to maintain payment term
Often times I work on a long invoice that I don't finish the same day it was started. For example: If I start an invoice November 1st and choose "Net 30" as the payment term but actually finish the invoice November 7 and send it that same day, the client will have 7 less days to pay. Zoho Books should be smart enough to update the "Invoice Date" or at least ask if I want to update before the invoice is actually sent. Thanks, Xavier
Woocommerce - Invoice
Hi! I'll have an online shop, with wordpress and I'm using Zoho invoice. I want to know if there is a way to create authomatic invoices from WooCommerce; some plugin or something like that. Thanks, Eva
Expence account instead of Income account?
We have used an expense account for our commissions instead of an income account. Which is the easiest way to change this? Do I have to change each transaction or can I just change the account from expense to income typ of account?
Display Owner of a PO
Hi, We are making Purchase Orders, and for each we want to display the owner / creator of this PO on the PO. I couldn't find a placeholder in the custom template. Is it missing or hidden somewhere ? Thanks.
Listing of Transactions in one page
Can we chnage the default setting of view of number of ,"Counts" in report like Banking Transactions , VAT Input reports etc.
PayPal Gateway Receiving Account
Hi, When receiving a paypal payment, currently my undeposited funds receives the payment. Is there an option to change the receiving account to 'PayPal' account. As it has the option for how the payment was received. I have manually created a bank account and called it 'PayPal', I would now like to setup the PayPal Gateway to deposit the funds in that specific account, can this be done?? If not, can it now be a 'propose an idea'.
Domain problem
anyone from zoho can help me to fix the domain problem of my account? How to access books without without domain? or how to disable domain feature temporarily from zoho books until its not fix in my domain provider. Looking forward to hearing from experts of zoho. Don
Cash deposits, how do you make this work
Here's an example scenario. I bill a customer $199.50 for a sale. The customer pays me, I take the cash to the bank and deposit $200. Zoho sees the $200 deposit come through the bank feed, I can match it to the $199.50 invoice but now I have .50 to do
UK Bank feeds
Whoooooeeeeee ! At last - Barclays & Lloyds bank feeds are now working through the new provider to Zoho ! A question for the Zoho guys .... I can't find anything about this new feed provider "Token" ? I'd like to know what feeds they can provide - specifically Barclaycard as staff use these a lot & this is an important one to have the feeds from !
20048 error when trying to start time entry
I am using zoho API for php & want to start time entry by API call but I can only add time entry into my zoho accounts when I attempt to start that time entry I am getting `{"code":20048,"message":"Sorry, only the staff associated with this entry can start the timer."}` error
What's New this November 2019 in Zoho Books?
Hello, users! Last month, we came up with a number of updates to enhance your online accounting experience. Now let's take a look at all the new updates that Zoho Books has to offer this month. View template in a gallery pane You can now choose the templates to be associated with an invoice from the side pane which is in a gallery layout. Just hover over the template you wish to choose. We have also provided a search bar so that you can easily find your desired template. To associate a template:
Passing adjustment entries between 2 suppliers
I have a supplier to whom I paid some advances which I recorded in their name as Excess payment. when I got the materials their bills were, a few from the parent company and a a few from their sister company. Now How do I allocate the paymants to the sister company as all debits are in the parent company. Kindly advise. Is there a way passing a journal between the suppliers?
What's new this October 2019 in Zoho Books?
Hello, everyone, Last month, we worked on multiple updates and enhancements to make Zoho Books finer. Read on to check out if we've added a feature that might make accounting easier for you. Plan and track your spending with Budgets A long-awaited feature--budgeting, is finally here. Preparing a plan of action for how you will be dealing with money in your organization can be quite demanding. It involves checking the previous years' performance, calculating how much it has grown, setting limits on
What's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month. Filter Transactions and Update Accounts If you had associated multiple transactions
Sales person email
Hello, In the Custom Layout, we have access to the Sales Person name (screenshot)... but I can't find the Sales Person email ! Where is it to be named ? Thanks
Process a customer refund (Credit Note) in the updated Zoho Books?
I recently switched to your updated version, but could not find how to process a customer refund. This used to be done under credit notes. Did you drop this function in the new version?
How can I divide an invoice into regular payments
How can I send an invoice for a total amount that will break down to monthly payments so the client can receive a montly voice that will be applied to the total? For example, total due: 1000 jan balance due: 250 Remaining balance: 750
Zoho Books needs budgets.
Hi, Zoho Books needs budgets. There are two things which Zoho Books needs to fix as soon as possible. 1. The budget function. Other writers have commented how crucial this is to any vigorous enterprise. 2. The ability to format Balance Sheet and P & L reports. This also leads to the need for comparison columns to the previous year or period. These changes will enable Zoho Books to truly compete with the big boys and not be accused of being a Mickey Mouse system! So when do you estimate
Business Expenses
I am trying to register an expense that has a later due date. For example phone, internet, utilities that are invoiced by my vendor at the end of the month but must be paid on the 15th of the next month. I tried registering as an Expense but there is option for Due Date. Expense also does not have an option to register Vendor invoice #. I tried using a Bill to register these expenses to be paid at a later date, but it requires that one add items, and phone, internet and utilities are not items.
Opening Balance Adjustments in Zoho Books
Hi, I want to adjust the opening balance of an existing vendor. Let me know the detailed options Regards, prabhu
Credit Card balance shown as a positive figure when it should be negative
Hi there, I have made purchases on my credit card. I have to import the transactions, and, as per the instructions, set the expenses to a - and payments I make to pay off the card as a + . Note: this same problem happens when importing QIF files. What happens is that the expenditure is correctly marked as a withdrawal, and me paying off the card is marked as a deposit. However, int he Zoho dashboard, the card is given a positive balance instead of negative. Currently, I have £740 waiting to be paid
BofA Bank Feed Broken
BofA bank feed is broken and we can't do any reconcile since Aug 29 2019. All credentials are correct. Please give us an update when this will be fix. Thanks
PLANTILLA FACTURA ZOHO BOOKS
Hola a todos. Tengo el siguiente problema con la plantilla de factura en zoho books. En la edición de la plantilla de factura elijo marcar el campo DESCUENTO en la zona de Tabla de Artículos, en la vista previa esta columna si aparece, pero al momento
Why does Zoho prefer Stripe as a a payment processor?
Why does Zoho prefer Stripe as a a payment processor?
Mass Import Items with multiple images in Zoho books
Hi - I need to import hundreds of items with each item has multiples images in Zoho books.I have xls sheet where each item with details and respective image urls . So far I am aware it is not possible using direct import option in zoho books to import images as well. I don't want to go each item manually to upload images . Is there any way to do it automatically ? Thanks for your help .
Vendor statements
I have a custom view "Payments today" in the purchase | payments made module. We have a "Bulk update" button, it would be really helpful to have an option to multi select & "Send statements to selected vendors" menu also. It's quite tedious having to click each one, send the statement & click the back button multiple times !
SALARY
HI , ZOHO Why you are not making perfect salary portion in zoho? their is no option to put month wise salary to staff.
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