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.
UK VAT
Ive been comparing Zoho Books to Quickbooks. One clear difference is Quickbooks handles UK VAT and can even prepare a VAT Return for submission to HMRC electronically. Is this something thats coming soon to Zoho Books and if so what are the timescales for delivery of VAT functionality in Zoho?
Kostenfreies Zoho Webinar über Zoho Books in deutscher Sprache!
Sie möchten die Zoho Books besser kennenlernen oder Ihr Wissen auffrischen? Dann melden Sie sich für unser kostenfreies Zoho Webinar über Zoho Books an & unsere Claudia wird Sie durch die ersten Schritte der Online-Buchhaltungssoftware führen! Zur Anmeldung: https://soell-vertrieb.zohobackstage.com/ZohoBooksErsteSchritte1 Viele Grüße Mai-Vi Phan
Zoho Sonderwebinar am 25.02.2021: "Digitale Buchhaltung - gemeinsam mit Ihrem Steuerberater"
In diesem kostenfreien ZOHO Sonderwebinar zeigen wir Ihnen, wie Sie Ihre Buchhaltung mit den Zoho Finance Apps digitalisieren können - aber auch wie Sie insbesondere durch die Digitalisierung Ihrer Buchhaltung die Zusammenarbeit mit Ihrem Steuerberater
Function #39: Schedule Vendor Statements
Hello everyone! As we continue our series, today we bring you a function that automatically sends vendor statements at scheduled intervals, similar to the function we previously shared for sending customer statements. By minimizing the need for manual
Accrued Expenses Payment
Please advise how to book payment of accrued expenses. For example at the month end I created accrual for salaries using Manual Journal. Next month when I will pay salaries how to book the transaction in Zoho Books? I would debit Salaries Payable and
Is there anyway to fetch all projects associated with a contact using Deluge or APIs
Is there anyway to fetch all projects associated with a contact using Deluge or APIs
Save and Send using WYSIWYG Editor
Hey Troops, I'm not sure if we are missing something or if we can make a configuration change to make this happen of if something else needs to be done. Working in Books, when I finished creating an estimate and I hit the Save and Send, it bring up an
Should not the invoice total be added to the reports once the invoice is created & signed instead that when it is sent? It does not make a lot of sense it to be that way.
Should not the invoice total be added to the reports once the invoice is created & signed instead that when it is sent? It does not make a lot of sense it to be that way.
Accounting on the Go Series-21: Capture Control-Image Settings in Zoho Books iOS App.
Hello Zoho Books users, We're here to share a nifty feature in the Zoho Books iOS app – the ability to choose image resolution and decide whether to save photos to your phone's gallery. Supported OS: iOS How it works in Zoho Books iOS app: ➤ Open the
Receive email notification for incoming payments
Is there a way to receive in our inbox an email notification when we receive a payment to the connected bank account?
How to Allocate a Customer Payment to Multiple Customer Accounts and Invoices?
I use Netcash to collect Debit Orders for Clients to pay for certain services, I need a way to get the payments reflecting in customer accounts better. Right now, Netcash is added as one of my bank accounts in Zoho Books, so when the Netcash money comes
When are the Manual Journals going to be fixed so that you can Journal across Supplier and Customer accounts not just GL??
This is an essential function for any accounting system. Sage accounting software's have specific journals for everything. Last year when speaking to an agent there was an issue in the process hence it was taken away, but is there any progress on getting
Reduce space between lines in Books notes field
Is there any way to reduce the space between lines in the Zoho Books notes field. Im currently creating the estimates with the API. Example: These lists can get quite long, thats why i want them to be more compact like: #1 Frühbucher (10%) €320,00 Frühbucher
Server authentication issue
When attempting server-side authentication in a Zoho book account, I'm having trouble. It says, " Cookies are disabled for your browser. Please enable cookies to continue." Even after turning on cookies, the error remains visible. Please help me figure
Printing Two Languages (English & Arabic ) on Invoice
Hi How can we create an Invoice and print that with Two Languages (English & Arabic) ? As it is I believe a necessary part in the implementation of e-invoicing in Saudi Arabia. I can see currently Zoho has only one language support while printing an
Incorrect trial balance reports
Hi, Reposting here since I did not receive a satisfactory response from Zoho support. Our company follows the financial year Apr-Mar. However, for group reporting purposes we use the Jan-Dec year. When I tried extracting the trial balance for Jan-Apr
Make certain content fix the last page of pdf - custom layout
Im doing Custom Layout for Quotation I have section terms and conditions at last two pages I want them always to be fix always at last pages even if content of first page get increased and move to second page exemple in attachments file
CUSTOMIZING/EDIT INVOICE TEMPLATE
Hello , I have a concern regarding the invoice template.Kindly refer to the attached screenshot for clarity. I wish to customize the template by removing the "TAX" section, leaving only the "INVOICE" visible. Could you please guide me on how to make this
Payment received in different currency to customer and invoice
Hi, I have received payment in a different currency to the one set for my customer and invoice. Is there a way to link the payment to the customer and invoice? I tried to clone the customer for the different currency, but now I have invoices unpaid and excess payment. Are you planning to implement multiple currencies for customers in the near future? Thanks.
Bank Feeds Service Provider
When to choose Yodlee? When to choose Token?
Query about Loan Payable
i want to post Loan Payble in Journal Voucher. Vendor not coming in Journal.
Basic and Tax amount bifurcation while making vendor payment for multiple bills
I use ICICI Business Banking integrated with Zoho Books for making Vendor payments directly from Zoho Books. It works perfectly fine. However I need a small customisation while using Bill Payment module from within Vendor account. In Purchases/Vendors/New
ZOHO BOOKS - How to key-in entry in Accounts Payable?
I'm new to this system and still in midst of understanding the system. I had added the vendors' profile and I trying to key-in the invoices from vendors into the system, there are only two options which are "Expenses" and "Journal". How should I key-in
Moving from Quickbooks - how do I handle historic VAT refunds?
I am forced to use some accounting software even though my accounts are relatively simple due to MTD and VAT. I started out with our UK industry standard Quickbooks but I don’t like it. Backstory aside, Zoho has some weirdnesses but I feel it scales better
Refund a customer leaving a negative balance
Hi, I have a business that works on horses. Often times my clients are not there and the barn owner or manager pays the bill. I had that happen recently but this time I need to refund the customer leaving a negative balance. I saw Cathy’s horse in October,
Next Page