Add Attachment (Bank details) to payment reminder
Is it possible to add an attachment (Bank details) to a payment reminder?
SYSTEM VERY VERY VERY SLOW - AGAIN
Zoho Books, I give up. This is not my first, 2nd or 3rd complaint about your system that is so so slow. I CANNOT get my work done. I need to look for another accounting system for our company but I dont have the time to sit and wait for the system to
How to record a deposit that includes a customer refund?
I issued a refund to a customer for $300 and recorded that as a credit note and also applied the refund. I see the refund listed in my checking account now. Here is the problem. I received a deposit today that I am trying to match with my invoices and
Payment approval
Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add an additional layer of approval like bill marked for payment before initiating payment requests through HSBC Bank. Can you
Function #40: Notify users when invoices exceed the credit limit
Hello everyone, and welcome back to our series! Businesses tend to offer goods or services on credit to customers, which can, in overtime, lead to the accumulation of significant overdue balances. To address this, Zoho Books allows you to define a Credit
Placeholder only work in items not in regular fields
I want to add the current month to my recurring invoices. The placeholders %(M)% only work in the items, but i need to add the current month to a regular field outside the items. Can you enable placeholders outside of items, or is there another way to
Bank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement
Australian support
What has happened to support during AU business hours? It used to be available from 8am but now at 10am they are apparently offline?
take info from form to do transactions in zoho books
Hello, basically we are doing a form where clients will put their info and everything and I was wondering if there was a way to use the info from the form to make an estimate in their accoutn in zoho books and when the estimate is paid if we can use the
Accounting on the Go Series-22: Tailoring Your Zoho Books Experience:Customizing, Theming, and Text Size
Hello Zoho Books Users! In today's "Accounting On-the-Go" series, let's explore how you can personalise your Zoho Books mobile app to suit your preferences and enhance your user experience. Tailor Your Taskbar Do you find yourself frequently using specific
Anyone have experience with Airbnb bookkeeping on Zoho Books?
I just signed up for the free version of Zoho Books as a first-year Airbnb host. I am just starting my 2023 bookkeeping so I have lots of receipts, statements and such to input. I started to go with Quickbooks, which was admittedly easier because I could
Custom Invoice PDF Naming Convention
I'm new to Zoho Books and noticed that when I export an invoice to a PDF file, it automatically creates a download with a file name that matches the invoice number (Example: ABC-2023-1). It would be helpful to append my organization name to the PDFs as
Please show the updates even if they are minor!!!!
Can please Zoho Team communicate the updates even if they are minor, for example now there is the option to program sending the invoices. That was not there the last time I checked but was never communicated through the Forum or through the whats new
More Zoho Sign Features in Zoho Books
It's awesome that we can integrate with Zoho sign and have customers sign transaction documents, but would it be possible to add even more?? For example, I run a construction company and I would love to add my contracts to the end of an estimate in the
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Books add custom field below table
I want to add a custom fields that sits below the table and notes field. Right now i can only create custom fields at the top of the page.
VAT return for previous quarter
Can you explain me how to record the previous quarter VAT return in Zoho books?
How to set up reverse charge VAT (for The Netherlands)
Hi! I'm trying to set up a VAT reverse charge mechanism for the tax declaration in The Netherlands. I would like the following: suppose we receive a purchase invoice amounting to € 1.000 under the reverse charge VAT condition. I would like Zoho to make
unable to verify and activate DKIM and SPF
i am using namecheap cpanel hosting , have added mx records and domain keys are authenticated but dkim verification fails , i have followed the steps correctly and added a TXT record.
Expense entered twice
How do I remove a double entry?
Cover page on Estimates / Invoices templates
Hi, How is it possible to add a cover page in front of estimates, invoice, etc... ? I see we can attached annexure, but we want to have page in front. If not possible, then how would you achieve this ?
iQuoteXpress or QuoteWerx
Would anyone have any feedback on whether they use iQuoteXpress or QuoteWerx with Zoho (Books or CRM)? We require better quotes solutions and these seem to be the only options that have a direct integration with Zoho. ANy feedback or experience with these
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id)
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id) or something similar?
Regarding data import
We are planning to purchase zoho books. We have datas from 2020 onwards and we need to import them all in this software so please let us know if it is possible.
Delete sent invoices
I have tested some functions in Books which created invoices for 0,00€ that were instantly sent. I tried deleting them after my tests but even though they are 0,00€ i cant delete them. How can I delete them, or can I change the numbers of those so i can
Charge Customer - Decline to show in Comments & History
We use retainer invoices to charge a customer to their card on file in Books which is linked to Authorize.net. When in a team member is in a retainer invoice, when they click [Charge a Customer] and select their card on file and the transaction does not
COGS on P&L after Creating Sales Receipt
After I create a sales receipt, I want to have associated COGS (I specified the unit cost when I created the items) to be reflected on the P&L. Is there a way to do this? I understand this only works when we create invoice, not sales receipt
Accounting for Advances
Most of the small & medium size organizations still demand advance monies from customers to manage the working capital as the credit periods still vary from 30-90 days period. To show the true figures & facts, advances to be received should be reflected
Getting Error "Sorry, you cannot record transactions prior to the migration date."
I am new to using Zoho Books, while adding a new invoice and saving it I am getting the below error. Sorry, you cannot record transactions prior to the migration date. Need help to understand on how to go about it.
Amount paid including upgrade but subscription renewal unsuccessful
Amount paid for subscription renewal and upgrade but still not reflecting and unsuccessful.
Item allocation / deductions
We have many sales orders which cannot be shipped or invoiced perhaps weeks or months in advance but we need to allocate items for these sales from non replenishable stock items. This leads to major problems when we get another order for the same item because we tend to use this item as it's showing sufficient stocks because it hasn't been deducted through the earlier sales order not being invoiced or shipped ! As I've mentioned previously - I'd like to see another mode of stock tracking - "Receives
Connect Books to QBO via Integrately--Problem
I want to create a new Invoice (or Sales Order) in Zoho based off of an invoice in QBO. I can make it happen in Zapier but that's $75/month. Integrately returns this error: "Zoho Books: Statement of Accounts does not exist." Does anyone know what this
Connect books timesheet with Projects
Hi, my issue is when I try to connect a project created by the CRM with a project in books, and then see in the timesheets (Books) all the billed and unbilled hours by users and all the data associated to create the invoices. thanks for your time. K
Previous Financial Year
Hi, Can I update my data for previous financial year. If yes, how to do it.. Thanks
Display Multi-Currency in invoice
Hi Zoho Helper My Situation is, in my country, we use both currency of USD and KHR. Generally, we use USD, but for Tax purpose, and a legal issue one at that, ALL tax invoice must include/display KHR currency and exchange rate. Example We sell 2unit of
Add placeholders when sending an email in Books
Hi, I have updated several templates with placeholders, but I cannot find where to update the "Send Email" template which is used from the customer overview. Please see attached screenshot. Can someone point me in the right direction. Thanks.
Display "Attention" field of billing address on the account statement
Hi, I'm having trouble with the account statement in Zoho Books. On some, it seems to display the Attention field, but not on others, where it only shows the Display Name, so I'm a little confused now! I use Books for managing property communal fees.
Is Zoho Books ideal for my organisation?
We have spend 6 months to improve on our finance process before embarking on a cloud base ERP. Our business are construction and fitout works. Each project we bring in, are in the form of a quotation (Bill of Quantity, which can be material, supplies
Function #37: Display list of associated SO on Quote details screen
Previously, in our series, we shared a script to display the list of purchase orders within their corresponding sales order details page as a Related List. We hope you found it beneficial. Similar to that, we bring you another script that can display
Sales Return
How to add sales return in zoho books after making sales or raising invoice.
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