Accounting on the Go Series-27: Mastering Multi-Currency Management in Zoho Books
Hello users, Welcome back to our Zoho Books “Accounting on the Go” series, where we explore the latest features and functionalities designed to streamline your business operations. As companies expand globally, the need to transact in multiple currencies
Zoho Books Customer Statement Address Format
Why can't we fix the address format on the customer statement? The default format is wrong and there is no way for us to format it. Currently, it looks like this:
Offline access to Zoho Books - Cloud Problems
We have been using Zoho Books for years now and we love it, but lately we have been experiencing problems with the application, and were frequent enough to affect our day to day business. Understanding that it is a cloud based app, sometimes we need to
Navigation of sticky note Icon
How to move sticky note icon away from lower right hand corner of screen In Zoho Notebook? Preferable to middle right of screen.
Add Item Rate and Item Quantity to Custom Function
Hi Team - I have a custom function that fetches a product from an invoice and displays it in a related list in the Accounts module. We need to get the item rate and item quantity of the product for that invoice. I tried to do it myself but I am note getting it. Here is the code. Can you tell me what line of code to add to fetch the item rate and item quantity? Thanks in advance for any assistance. invoiceID = invoice.get("invoice_id"); customerid = invoice.get("customer_id"); customername = invoice.get("customer_name");
generating refresh token fails in self client method with error {'error': 'invalid_code'} am attaching my request details below description
url = 'https://accounts.zoho.in/oauth/v2/token' params = { 'grant_type': 'refresh_token', 'client_id': 'sample_id', 'client_secret': 'sample_secret', 'refresh_token':'sample_refresh' } responses = requests.post(url, params=params) can anyone helpme thank
How to account Owner Drawings (Australia)?
Hi there, I'm new to Zoho books and cannot figure out how to account correctly Owner Drawings? (Australian chart of accounts) Thank you
Zoho Books Idea - Customer Loyalty Points
Hello Team Zoho Books, We have observed that some apps (squareup) has a function where it awards customers loyalty points at the point of sale (POS), customers can simply signup / login with their email or phone number. Is this something that’s on the
MANUAL JOURNAL ENTRIES CANNOT BE PASSED
MANUAL JOURNAL ENTRIES CAN NOT BE PASSED IF IT IS RELATED WITH ACCOUNTS PAYABLE OR ACCOUNTS RECEIVABLE. EVEN THE ENTRIES ARE NOT SAVED.
Customer statement email every end of the month
Is there a way to automatically email customer statements every end of the month? Can you point me to the right direction on how to create a workflow for that? Thanks!
Bank Feeds for ICICI have been broken for over 3 weeks
We've been using Zoho for a few years and hoenstly, this is the first time that we're so disappointed in the way things are being handled by your support. It is unfortunate that after having mailed support for over two weeks now, the bank feeds for ICICI
Create Credit Note via Api with a Shipping Charge
Hi, An Invoice has been created with a shipping charge value via the "shipping_charge" property of the Invoice object. On trying to raise a Credit Note to reverse the Invoice value, the Api for Credit Notes https://www.zoho.com/books/api/v3/credit-notes/#create-a-credit-note
Accounts not show in P&L
Hello, I am experimenting with making the switch to Zoho Books from Quickbooks and am running into some difficulty. I forwarded a few email receipts to Documents to see how it worked and it worked well. I assigned 1 receipt to a custom expense account
Invoicing in advance
Hello, We are searching for a solution to the following problem. Every year we bill our students in advance for Band Camp fees. Because this revenue will not be earned until this summer, these items should be coded to Unearned Revenue, however the account
Add a user not using Zoho
As legal services sometimes we need to add a 3rd party - another person out of the organization to attend the hearing or meeting, and we don't want to share our system details to add him to our bill. due to cour privacy of clients' data.
What's New in Zoho Books - February 2024
Hello users! We're delighted to meet you with what's new in Zoho Books from the first month of 2024. Our latest updates bring you highly requested features like the M-PESA integration in the Kenya edition, aging summary in customer statements and other
Earnest Money Deposit - Land
Hello, our company is purchasing a piece of property. We have written a check for our earnest money deposit. How would I go about accounting for that? Also, how do I account for it if we close and don’t get that back (applies to transaction) or if we
Absolutely everything in Zoho Books is broken
Even for Zoho this is an unprecedented degree of fucked-up. See screenshot.
Best practices for financial year-end closing with Zoho Books | Free Webinar (INDIA)
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
Accounting on the Go Series-26: Empower Your Business with Partial Payments in Zoho Books
Hi there! Today, let's discuss the importance of flexibility in business with a focus on allowing partial payments. This feature enhances convenience in your invoicing process, empowering customers to pay in manageable instalments. Consider this scenario:
Syncing Zoho Projects and Zoho CRM with Zoho Books
I've set up the integrations with Zoho CRM and Zoho Projects, however it's creating clones of the accounts/customers - if I set both integrations to Overwrite, what happens ? What details are overwritten and is anything deleted ?
Pay Retainer Invoice with ACH
is there any way for my clients to pay retainer invoices via ACH? This is becoming a problem for us. Currently, we can only figure out how to use it with Paypal and credit cards. We really need ACH payments on retainers. We use stripe and forte.
On the job Estimate
The CRM works quite well offline so I assumed Books would. I need to be able to prepare an estimate in a customers home on the iPad and in the real world we do not always have a data connection. Without data the app fails at every operation. Any ideas
Customer is charging commission on the invoice. How can i deduct the commission amount from that particular invoice.
Hello, We are selling on e-commerce platforms like amazon, noon etc. We are generating sales invoices on the name of these platforms. At the same time, these platforms charges us 2-3 different kind of charges on each invoice. And after deducting the charges
how to refund a deposit to a client's credit card using a stripe?
At the moment I see this way: To partially refund an invoice in Zoho Books, I need to create a credit note for the amount you want to refund and apply it to the invoice. Then, I need to go to the Stripe dashboard and find the payment I want to refund.
Books VAT already included
Im creating Books estimates with the API from CRM. The item I enter via the API have prices that already include the VAT, how do I stop Books from adding VAT at the end? The setting should appear in Sales > Estimate right? Has this something to do with
How to record refund of expenses in zoho books
Hi, i bought a air ticket and recorded the expense in money out. The ticket was cancelled and the fare (after deducting cancellation charges) was credited back to my bank account directly. How can i record the the above transaction?
Tax Deduction at Source (TDS)
Hi, Could you tell how to record TDS on Zoho. My business involves contracting labour work and all job work payments needs to be tax deducted at source in India. Thanks.
Accounting entries for recurring bills or expenses
How i do pass multiple accounting entries for recurring bills or expenses. Right now I see option to manually pass each entry for recurring bills or expenses
TDS on expense
How do i account for TDS on recurring expense like rent. I am not able to see the option.
Need report on TDS receivable Account with break down of TDS Sections
Hello Zoho Please allow us an option to download TDS Section level deductions made for Client Invoices in Accounts Receivables Please do the needful here. Thanks
Which is the snippet code for this workflow?
Hi, we want to create the following workflow: 1. When a quotation is created and the status changes to "ACCEPTED", then... 2. ....auto create a Sales Order with satus "CONFIRMED", or "NOT CONFIRMED" it doesnt matter 3. Then, after the Sales Order is created
ACH For Retainer Invoices
I have ACH setup through Stripe and Plaid, working fine for regular invoices, however Zoho Books is not providing the option to my customers to pay retainer invoices via ACH. I am also not able to charge the customer with a setup bank account account
Accepting ACH payments against Retainers with Forte
Hi, My customers cant pay for their retainer invoices with ACH. This is a big problem for us. Is there any way you can escalate this development? It is a major issue for us.
Zoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns (see images below). These are just using system defined fields but the ability
Searching Zoho Books
How do I search Zoho books, and filter by type? I've categorised everything but can't find a way to filter by type? Thanks
What is an "Active Customer" in Zoho Books?
What criteria is used to determine if a customer is active or inactive, and does it automatically change over time if a customer stops buying from us?
Creating a Chatbott in Zoho Convaraft
Hi Everyone !! I have some questions regarding my business plan .Actually I have a created a Zoho Convakraft Chat Bot Now just want to know . 1. As per understanding their is a certain to transfer data from bot to CRM But I want to send unlimited data
Recurring Reainer Invoice
We are a service company that invoices our clients in 12 equal monthly payments for the expected amount of services rendered. We would generate invoices to post against the retainer, then "settle up" at year end with refund, credit, supplemental invoice, etc. I like the new Retainer module, but how to I bill a recurring retainer amount equally over the 12 months? Or can I use recurring invoices applied to the Retainer module somehow? Thanks.
Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related
Next Page