Automatically convert accepted Estimate to Sales Order
Hi, I see Zoho Books has the option to automatically convert an Estimate to an Invoice, but not to a Sales Order. Please add this option, so that an accepted Estimate can automatically be converted into an OPEN Sales Order. Thanks :)
Terms and conditions depending on product type (product vs. service)
Hello, Our company sells both products and services and I would like to have the possibility to change the quote terms and conditions depending on the product type (product or service). Is there a deluge script that I can use for that (or any other option)?
How to record the sale of a fixed asset.
Hi, I used the following guide to record purchases for fixed assets (real estate): https://www.zoho.com/in/books/kb/expenses/record-fixed-assets.html If I sell one of these assets, what is the correct way to record the sale? Thanks, Genaro
How and where should I log an insurance payout in books?
Hi, I have a little question. So I have bank feeds set up and am trying to categorize a payment. DHL damaged one of my parcels and issued me a credit note for the damage done. This has then been paid into our bank account by them rather than using it
ZOHO Booksk Mobile App
Good Morning I Could send Estimate Invoice etc from my mobile app from ZOHO Books ( I am the admin). But from last couple of days unable to do the same. It was such an excellent feature. Wanted to find if some settings have to be Changed or the feature
Zoho Books not using Stripe integration on invoices
I've had Stripe integrated with Zoho Books and the option for Stripe to take credit cards and ACH, but when I check the box when sending an invoice to include Stripe, it isn't showing up when customers receive the invoice. Wondering how to get Stripe
Reconciliation Question
Hi there, I could use some assistance with Zoho Books, please. I currently utilize a different application for my sales tracking. However, I use Zoho Books to record these sales via journal entries. When I log my sales, I debit my Cash On Hand (bank)
Pharmacy Use of Zoho
Are there any pharmacies out there using Zoho? If so, how does it benefit your business? Any feedback is appreciated. I'm looking at using Zoho at our pharmacy. Sanon
Duplicate Bank Transactions & Match Buttons
Hello, we are ending up with duplicate transactions in our bank accounts, after searching for answers I found several users who encountered the same problem. Our setup has several bank accounts including 1 main/primary account which the other, secondary,
Invoice for samples write-off
Hi I offer samples of my product on a sale-or-return basis with NET 30 days. In some instances my customer refuses to pay for samples and I may choose to write off the Invoice. Using the write-off function I see does not affect my average sales price
Year end accounting
I issued some invoices in the last few weeks before fiscal year end. Clients have 30 days for payment, which means they only pay in new financial year. How do I close off the previous fiscal year with these outstanding invoices and record the payments
Cash withdrawal and Cash Payment
I have paid office rent by cash to owner ….cash is withdrawn from bank. How to record this in zoho ?
Recording a depsit im paying
I need to put a security deposit on a storage unit im renting for my business. How do i record it in zoho books? as an expense?
How to modify translations in Zoho Books?
Hello, I noticed that there are a lot of missleading translations in Zoho Books (German). Is it possible to download the language file in Zoho Books like it is possible with Zoho CRM? Thanks, M.
Invited user not reciecing invite email
For weeks now, i cannot get users invited to my Zoho books organizations. The user invitation emails are not reaching the users. Customer care say there is an issue being looked at. Is there a work around in the meantime? For Example, since the invited
Clarification on booking expenses
I have received a rent invoice of 30K in Jan, but am paying the actual rent quarterly 7.5K. How can i book the expenses in zoho books and reconcile my bank account?
Allow to see Subject for invoices/bills when customizing visible columns
Allow the option to add in the Subject as a column to view for invoices and bills in full table view.
Bank Reconcile: transactions open / not reconciled
We have quite a few (more than a handful) of transactions from 2016 that were not reconciled with the bank statements. In order to research, we are trying to locate a way to report those transactions not marked as reconciled. I've tried every which way to find those transactions in list form to no avail. How do we pull this information from ZB? Thanks! -Gina
Using Zoho Books for small law frims
Is is possible to setup and utilize Zoho Books for small law firms especially as it relates to tracking matters and trust funds? Wondering also if there is any integration available or planned for this professional industry vertical through Zoho API
Request an Invoice
May I please request an invoice for my subscription. Thank you.
Error "Zoho Books says "Invalid Element is_user_approval_needed" when creating Project from Zoho Flow
Even though the user approval is a drop down in flow, regardless of what I select (True or False) I get this error .. "Zoho Books says "Invalid Element is_user_approval_needed"
ZOHO BOOKS - REPORTS NOT REFRESHING
My reports are not been refreshed. So even when i complete a bill it does not show on my vendor statement
Invalid value passed for Invoice Date
Hello to everybody ! I need to record manually the historical transactions (7years old) of the company. Help me: how can I record manually in case of invoice for which I am receiving the message: "quote Invalid value passed for Invoice Date "unqoute ?
Default Tax
When you generate an invoice from the timesheet you have to review all the row to add Taxation. It's an used convention to add Default taxes and custome taxes with a priority, like in following list from lower to higher priority: General Default Product Default Customer Default Custom Document taxation Custom item row taxation
Invoice - Sales Kits non-inventory
Hello All. I believe the answer to this question will be to use Composite items however I am hoping for another option. So we do NOT have any inventory and just use the "Items" function in invoice data entry. So we situations where we will purchase computer
Accounts Receivables or Accounts Payable account cannot be associated in the manual journal Exchange Gain or Loss Account
Dear All, I need to make two Journals as adjustments, one in my Accounts Payable and the other in my Accounts Receivable but it is not possible since there is this ERROR: Accounts Receivables or Accounts Payable account cannot be associated in the manual
How can we add a reference number as automatic for all payments?
Hello Everyone, Is there a way to automatically generate a reference number for each payment? Currently, we assign these numbers manually for each transaction. Additionally, when printing payment vouchers, the company name and other details are not displayed.
Opening balance adjustment from last year are showing in this year's balance sheet as a liability
Hi - maybe I don't understand how the balance sheet should work but I'm confused why a bank balance adjustment I made in 2023 to setup Zoho Books is showing as a current liability in this years balance sheet. Thanks.
Zoho Books Create Invoice API - Cannot enter account type for line items
Hi, I am trying to create invoice via Create Invoice API and select different sales account types for the invoice line items, but this doesn't seem to be possible via Create Invoice API. I don't see any way to select "Account" for line items when creating
Function #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where
Repayment of owners equity
Hi when I started using the free version of Zoho I transferred some money as an 'Owners Equity' loan. I now want to repay this. I can see I could repay the loan using Owner Drawings but this doesn't seem right to me. Can anyone help? Thanks John
Zoho Booksインポート時の税金の反映方法
～質問～ インポートで請求書を発行する場合に税金の反映が上手くできておりません。 「項目の関連付け」の項目で、どの①項目を利用するのか、その項目に②紐づけるデータについてご存じの方いらっしゃいましたらご教示いただけますと幸いです。 ～背景～ 基幹システムからエクスポートした請求明細のcsvを、Zoho Booksにインポートして請求書を作成しています。 しかし、この時に税金が上手く反映されません。 ※税抜き価格・税額・総額での表示を行いたく、税込み価格でのインポートは想定しておりません。 ※税
Accounting on the Go Series-34: Effortless Transaction Numbering-Configuring Prefixes with Placeholders in Zoho Books Mobile App
Hi everyone, In business, maintaining a systematic numbering of transactions is crucial for organization and clarity in financial records. Each transaction, whether it's an invoice, receipt, or purchase order, is assigned a unique number to track its
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
Books contacts not syncing to CRM contacts
When I go into Zoho Books Settings, to Zoho Apps, and try to sync the CRM contacts, I get an error message saying the Contacts CRM Module is not active. It is active in the CRM. Any help would be much appreciated!
Invoice template
I observed that the preview of invoice where "add tax to amount" is selected is not the same as the actual invoice. The actual invoice does not add the tax amount to the total amount on individual line. Also, the Total invoice value should be the sub-total
Add attachments to items
Please can you add the facility to be able to add PDF attachments to items. This would be useful for technical information and quotes. We cannot use the vendor attachments which have a limit of 10.
Deluge UpdateRecord in Books not updating
I'm trying something very basic in Deluge /* This is a sample function. Uncomment to execute or make changes to this function. */ expenseID = expense.get("expense_id"); expenseDate = expense.get("date").toDate(); organizationID = organization.get("organization_id");
Time Entries from Projects not able to Submit For Customer Approval
Hello, I have a project in Projects where I have time entries that have synced with Books. They are all billable, but when I try and "Submit For Customer Approval", I get this error: Some of the time entries you’ve selected cannot be included in the Customer
Job organization and work order creation
Hello – I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their
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