Zoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the Custom
Revenue recognition
Hi! Is it possible to set up different revenue recognition for each item of an invoice (sale of hardware will be directly recognized as revenue and sale of software support will be recognized over the period of next 12 months?) And also is the system able to work with Incoterms? Thanks for your answer
Payable
I facing challenge when i want to post payables for vendor i have created. When i want to create transaction from the vendor, the system ask Expenses or Journal?? The system ask to select PAYMENT FROM while the payments will be done later. , when i select
Sales person
Morning, I have several questions, we have several sales person selling for us. i have some questions 1- is there a way to assigned a "salesperson" to a customer 2- predefine a commission percentage to to a salesperson 3- Have a portal where the salesperson
Sandbox for Z Books
Z Books is an essential piece for companies. We have now the possibility to have: Custom Functions Custom Buttons Webhooks I would think that you would go ahead with Custom Modules. By doing so, I would like a Sandbox for Z Books in order to test the
Data Migration
My former accountant attempted to transfer data from QuickBooks Online to Zoho Books but encountered errors during the migration process. Unfortunately, she was unable to back up the data from QuickBooks Online, resulting in a mismatch of the chart of
What's New in Zoho Books - August 2023
Hello users! We have a host of features and enhancements in store for you this month. From major updates about the PayPal integration to newly-introduced tax returns, there's a lot to catch up on! Let's take a look at the latest updates made to Zoho Books.
Books
Good day, Has someone set up Zoho Books for a law firm / legal practice? I am looking for some advice to set it up to comply with all the legal requirements
Discounts in Zoho Books
Hello, We use Zoho Books for all of our invoicing. We are getting ready to implement some standardized discounts in our practice for 2024. Currently, the only time we use discounts is if we are discounting a specific service due to an issue, etc. For
Purchase Orders in Zoho Books: add "project name" field
Please add the "Project Name" field in Purchase Orders which is available when recording an expense or time entry. Currently on a Purchase Order in "Deliver To" we are able to select the Customer but cannot select the Project associated to that Customer.
Can I have two different companies using a single ZOho books?
I would like to use a single account to manage two companies I have, but I want to have them with separate.
Accounting on the Go Series-10: Simplify Banking Records-Matching and Categorizing Made Easy with Zoho Books Mobile App
Welcome back to the "Accounting On-the-Go" series. In this segment, we'll explore a feature designed to enhance your financial management. With the Zoho Books mobile app, you can easily match or categorise your bank transactions, ensuring your financial
GSTR 2B Reconciliation
We don’t want to file our GST return from Zoho books, therefore we will need to download excel sheet containing details of all Inward supplies along with the relevant details needed for manual reconciliation with GSTR 2B Report. However, in Zoho books
Where to add My GST/Tax information
Hi I was trying to purchase a workspace package for 10 users where you are billing us wit some taxes but there is no place we can add our taxt info like GST Number , how will this tax credited to my account ? Please advice where can i update my tax information.
Offline
How do i use zoho books offline, or due have desktop version. i will be very helpful
How to invoice projects in installments
I was wondering if it is possible to invoice a customer for a project in installments without losing information about which products/services were bought. Reporting takes its information from invoices and not from quotes. Eg. make an estimate for a project
Remove tagged partner
Hi, How can we remove a partner which have been tagged in our account. Thanks,
Issues with bank feeds
Bank feeds are not fetched properly. Our SBI account feed is fetched only for one day for each login. Really frustrating. Had raised this issue with Zoho support too but no solution. Yodlee is terrible.
wrong entry
hello evryone i was enter wrong due date into accounts payble , now i want to enter right due date in zoho book free version. any one guide me please
Allow Books Sync to CRM to select a view from Books to restrict what products are synced to CRM
Current functionality allows an admin to select a view from CRM to filter the product records in Books that sync with CRM. I believe this is a little backwards as the CRM system 'shouldn't be the primary source of Item Data when a Tennant is using CRM
split invoice to multiple invoice
I have a case where I have to divide one invoice into 4 invoices that must be billed to customers. for example, in each period I provide an invoice of 25% is this possible to do?
Custom fields not displaying in reports or API calls
I have created custom fields in both Invoices and Sales Orders. If I create a report and download as a csv the custom fields show up in the Invoices section, but in Sales Orders they are blank. Similarly, if I do an API call on records I can get an array
How to capture Tax Exclusive figures in Expenses reports
Hi, When we exporting Expenses reports in Zoho books on those reports, we cannot see Tax Exclusive amounts for entered expenses with Tax inclusive amounts. This issue we can see only for Expenses related reports and how can we fix this? Thank you, N
How to book a sales entry in vendor account and have a single ledger/statement of debit / credit ?
Dear Zoho Team, We have vendors who are our customers also for some goods. We need to record the sale made to them so we created a customer account for them too and linked both customer and vendor account to each other, but unfortunately there is no provision
ZB: Thank You for Custom reporting Account Transactions!
This has been a request for many many years finally now we are able to report Account Transactions with a custom view that includes filters by Account--thank you Zoho!! 10+ years Books subscription, it has been fun to see this software grow. Best. -
Bulk updating tags
My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
Zoho Books same Items choices of sale account on invoice?
Hello everyone, I was wondering I have this customer (first time I get a customer that does B2B and B2C) that have the following structure for is charter of account. Sales and under sales he as sales - residential and sales commercial. What I would like
Accounting on the Go Series-9: Biometric Authentication - A Secure and Convenient Way to Access Zoho Books
Hello all, Welcome to another episode of our "Accounting On-the-Go" series. Today, we'd like to introduce you to a feature that combines robust security with ultimate convenience in your Zoho Books mobile app: Biometric Authentication. The Need for Enhanced
Enable workflow through api
Hi guys, I have created an app in Zoho Creator and I am using Zoho Books. Zoho Creator is going to be my source for customer data in Zoho Books. Now I want to create a settings form in Creator to enable or disable the sync to Zoho Books. This is relevant
What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using Tax
Minor editing to locked system or default items in chart of accounts
I am an accountant for a nonprofit, and we handle our chart of accounts slightly differently, We would like to be able to make minor edits to some system accounts. This reflects the fact that we define above and below the line differently. For example:
Feedback about Income & Expense data analytics.
Hello Zoho. Your accounting tools are great! I have a recommendation for you. Income & Expense data is very important for any business. So, If you ad a filter like Previous Month & Current Month, i think it will make ZOHO BOOKS more Convenient and User
Invite Contact / Vendor By Zoho API - Zoho Books
Please see the sample code vendorID = vendor.get("contact_id"); companyName = vendor.get("company_name"); organizationID = organization.get("organization_id"); contactlist = List(); mp = Map(); //contact_person_id will be save in Zoho Books record JSON.
How to record Gift Certificates?
Hi I am looking for some guidance on how to record the sale and redemption of Gift Certificates? thanks
Adding VAT Number to invoices
Is it not possible to add a customers VAT number to invoices if you are using a free account from EU, specifically Belgium?
Can a custom date field be updated with today's date when "Send" is clicked on in Zoho Invoice.
Can a custom date field be updated with today's date when "Send" is clicked on in Zoho Invoice. Or could there be a validation rule that checks for the custom field for today's date when "Send" is clicked stopping the action from happening and displaying
Accounting on the Go Series-8: Charge Customers on the Go with Zoho Books Mobile App
Hello all, Welcome back to our "Accounting on the Go" series. Today, we're excited to introduce a feature that we believe is incredibly useful- the ability to charge your customer's card while you're on the move, without being tied to your desktop. Supported
Does Zoho Books provide 'Purchase Receipt'?
Does Zoho Books have 'Purchase Receipt' feature. My company needs to enter a purchase receipt when we receive the items.
How to add a custom expense field to Zoho Budget - Expenses?
Out of Box, Zoho Books' budget expense categories are limited. I like to add a new expense category into budget/Expense items like 'Travel - Air', ' Travel-Taxi'. Appreciate if anyone can provide steps to add a new custom filed into Books --> Budget -->
Employee requests or raises an indent for an Assets
Asset-Name, Asset-Description, Qty, Delivery Location How to Implement in Zoho Books it's Possible or Not
Next Page