Retained Earnings issue?
Hello, I have an LLC for tracking profit, loss, accounts. I don't use invoices. Every income is posted as a 'Sales without Invoices'. At the end of a monthly period I take Owner Drawings. My issue is with the Balance Sheet report. Suppose for 2019 there is a Current Year Earnings of $10,000 and Owner Drawings of $10,000. My Retained Earnings is displayed in the subsequent year's (2020) report as though there was no Owner Drawing. The Retained Earning for 2020 always displays $10,000. Shouldn't it
Accounting on the Go Series-30:Seamlessly Customize Your Business Profile with Zoho Books Mobile App.
Hello Zoho Books Users, We've often discussed customization, and today is another opportunity to explore customization of organisation details in our series. With Zoho Books' mobile app, you have the power to keep your business profile up-to-date and
recurring expense doesn't show on report
i entry rent and employee salaty in to recuring expense, let them repeat every month. but this expense doesnot show on report like profit & lost.
Add Image in zoho books Item API
Hello Team, Please find below the code for uploading images to Zoho Books items using the API. Kindly review it. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); GetItemDetails = invokeurl [ url :"https://www.zohoapis.com/books/v3/items/2755065000008594950?organization_id="
How do they make this program so terrible?
It's so terrible and frustrating that I don't know where to start. Please if anyone knows of a better platform that is possible for a small struggling start up to use post it here. They want to tell you how to set up your chart of accounts, what accounts
Bulk Journal Entries with Multiple Dates?
Hi Everyone, Good day. As the title say, is there an option in Manual Journal entry where you can batch process? This is helpful for me when doing bank entries as our business model is B2C. There is a similar function in the expense module but the accounts
Alguien con el problema CFDI40186 - El valor del campo Importe que corresponde a Retención no se encuentra entre el limite inferior y superior permitido.
Desde hace tiempo tengo un problema al querer timbrar algunas facturas (cabe mencionar que son diferentes clientes y son solo con algunas facturas, nos hemos percatado que es cuando son mas de 4 productos y con cantidades no tan grandes) los productos
How does the paid version work
I would like to sign up for the basic version of Zoho (Paid). I am a new business and would like to know how many invoices and receipts I can generate in a month. Thank you
Payoneer Sync
I can see that Zoho fixed Payoneer feed. Now the transactions are fetched successfully (it only took you a year, wow). However, there is one significant fault: deposit transactions are fetched as withdrawals and vice versa. Now, having fetched 30 lines of transactions I have to MANUALLY remove them. And then enter them the good old way that is - manually. Zoho, is there at least one thing you do the right way and not backasswards? Just curious.
Resource Does not exist error while importing invoices
Hi I have been importing invoices every month. But this month, it shows the error "Resource does not exist" Can anyone assist asap?
Add graphics to invoice template
Hi Im using the normal template of invoice that exist already in the Books, I would like to add small graphic that I made in PNG or JPG format and paste it is some place on the invoice. I have few graphics that I want to paste depending the customer.
Add a "bill up to" functionality to recurring invoices.
We use recurring invoices to automatically generate 500 invoices when everyone's time has been entered for a specific period. The time is not fully collected for approximately. It would be helpful to have a "bill up to" function that lets you create the
API or Deluge script for Zoho Books Attachment Custom Field
I have created a Custom Field with field type as Attachment (Not the default Attachments) for Contact module in Zoho Books. This field should be populated whenever a record is created or the Image (Attachment field) shall be updated from external system
Any ability to create batch payment file like Xero?
Hi, Xero can generate a batch payment file for uploading into a bank for payment. See here: https://central.xero.com/s/article/Pay-multiple-bills The work flow is: 1. Ensure all customer details including bank account are included. 2. Make sure all accounts
Books Invoicing Default Payment Method
We accept Paypal and Authorize.net, but only about 5% of our customers use Paypal. We DO NOT want our customers to use Paypal at all. When we create an invoice we are forced to UNCHECK the box "Paypal" to keep it from showing on the invoice. We would
The Internet of Things
Can we use IOT to Zoho to reliance on a variety of mobile devices but also automated scanners, RFID chips, and other internet-connected sensors and devices that bring their technology infrastructure to life ? For accountants, this often means getting
Bank Charges on payments made to suppliers
By default, there is no bank charges field while making payments to suppliers against bills. So I created a custom field in the payment made section to input the bank charges. Is there a way to have Zoho books also make journal entry including the bank
How to settle an entry in Zoho books if payable and receivable from same person
We wanted to fix an entry in zoho books where payment is receivable and payable from same person. If anyone know please suggest the way forward.
How to fetch Invoice data from ZOHO books to Zoho sheet?
I used to export all invoices from zoho books and import those datas in excel sheet for my analysis. i need to automate this. Like can i get data directly from zoho sheet ?. i tried zoho connection, but it doesnt shows all the datas.
Get Sales Order Template (PDF) and send to printer via Custom Button
Hi, I'm trying to click a custom button which sends a specific PDF template to a printer but I'm stuck! The API documentation says it's possible but I'm unsure how to implement. Any help appreciated ----------- Code I have for the PDF after I've set the
How does one record Partner remuneration for an LLP in India
Can someone walk me through booking Partner remuneration at an LLP - which is different from regular payroll? Does it go through Vendor payment or otherwise?
Experience Migrating form Reckon Hosted to Zoho Finance
Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accounting
Opening Balance Adjustment question
Hello, I am having trouble adjusting the balance of my bank account on Zoho. I tried to adjust the amount through OPENING BALANCES, and that made the amount fluctuate even further. I then tried to undo the credit amount in OPENING BALANCES by deleting it, however I cannot find a delete number. Does anyone know how to adjust the amount or undoing the OPEN BALANCES credit I had already added in? Any help would be much appreciated. Please and thank you!
Accounting on the Go Series-29: Customizing Your Zoho Books Experience-Harnessing the Power of Custom Fields
Hello Zoho Books Users! Custom fields play a crucial role in tailoring your invoices and customer profiles to suit your business needs. Whether you need to capture specific information for a transaction or gather additional details about your clients,
Syncing Opening Balances Issues
Got a situation where Opening Balance syncing has to be done on a number of occasions because of the way a client set up the Opening Balances. Numerous transactions were entered prior to the migration dates in terms of Bills and Invoices. So, whenever
Stripe Alipay options available?
I have customer in China and it's a pain to get paid online....impossible...should I say. Stripe is working on integrating Alipay as a payment option with their service. Will Alipay be available for Zohobooks as a payment option with the stripe-zohobooks
You are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organization
Artikeltypen: Alternativ, Optional, Zwischensumme, Gruppensumme
Für die Belegerstellung (Angebot, Auftrag, Lieferschein, Bestellung, Rechnung,...) fehlt Zoho Books grundlegende Eigenschaften. In jedem von unserem Unternehmen verwendeten und bis dato getesteten ERP-System, Warenwirtschaftsprogramm, etc, gab es diese
Balance Sheet vs Account Balance – mismatch (foreign currency). How to correct?
Hello, My base currency is USD. I also have a bank account in GBP. For this GBP account, I have: - Opening balance = 0 - Then some incoming and outgoing transactions (let's imagine +100 then -100, many times on different days throughout the year) - Closing
Accounting on the Go Series-4: Stay informed with Zoho Books push notifications
Hello all, Push notifications have revolutionised the way we stay informed and connected in our fast-paced digital world. They serve as real-time alerts on your mobile device, delivering instant updates and vital information without the need for active
Reports based on different currency aside from base currency?
Is it possible to generate report on another currency? Our base currency is in USD due to corporate requirements, but we need report on Peso to adhere with local government requirements. Is this possible?
Report Tags and General Ledger Columns
Is there a way or work-around to make the report tags appear in the general ledger report? I use report tags for location - would defo be a good to see if it can be exported as additional column in the ledger.
Sales Tax Audit Report
Hello Zoho support team, I am working on a sales tax audit report, but the way the report is generated is not as I expected. When the report is exported to an Excel sheet, it is not well-designed or easy to read. I was hoping for a more organized layout
Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets
Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app? We're excited to discuss a feature that'll simplify the way you handle
Power up your accounting this fiscal year
Time to move to a better accounting solution? Plan for a smooth transistion! Switching from one accounting software to another can be a daunting task, with challenges such as data migration, process changes and training requirements. In this webinar,
Sales Receipt option?
I operate a business that does both outside sales and service as well as some retail for walk-in, "cash & carry" customers. Invoices work great for my outside work, but there does not seem to be a good option for my retail customers. I have been using
Zoho Books extremely slow, sometimes stuck loading
Simple tasks take 10 minutes at a minimum as I watch the loading gesture in Zoho Books. How can I make sure I can use zoho books without this speed issue. How can it be more responsive? Is there a web app?
Reversal of TDS receivable upon recording credit note
Is there a way to reverse TDS at the time of creating credit notes which was originally recorded during creating the linked sales invoice? A solution given by Zoho Support was to mention the TDS receivable as a separate line item with negative value.
Transfers between bank accounts
Hello My company has several bank accounts with different currencies. At times we make transfers from one currency account to another. I do not see how to account for a transaction like this in Zoho Books. Certainly it has to be possible to record
Customer Deductions in payments
Hi its common for my customer to deduct some amount from my invoice raised on them So i would like to know how to record it at customer deductions.Please note this is not tax.Tax is seperate deuctions which is made by few customers Please advise me on 1.How to record deductions - these deductions are not receivable to me and need to write off. 2.How to record tds 3.How to apply single payment received in bank for more than one customer.(This is very common for me as i do business for a MNC with
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