TDS Accrual
I have a question regarding the TDS, TDS need to be deducted at the time of payment. Say we enter all our payables end of the month and pay on 1st of 2nd of the month now the TDS accrual is posted on the date of entering the invoice. Why cant Zoho change
How to set Automation for expired Estimate Reminder
Hi I see we can set automatic invoice overdue reminders but i am trying to set an automation to send an email reminder when a client has either not seen or not approved an Etimate.so far I have this but have no idea if it would work ? Any help would be
Error occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solution
Showing excluding and including tax amount per item when tax selected.
Hi! I'm struggling finding to see if the following is possible. Most SO or Invoices will have a billing/items structure like this in EU due to VAT: Item Name Quantity Price VAT % VAT € Amount Socks 1 100 € 24 24 € 124 € In Zoho the "Amount" will always
How to Handle PDC Cheque in Zoho Books?
Hi Team, I'd like to understand how you manage the issuance of PDCs to suppliers and the receipt of PDCs from customers in Zoho Books.
Add A PDF From Documents To An Existing Invoice Not A New One
I'd Like To Add A PDF From Documents To An Existing Invoice Not A New One. Is This Possible???
Trying to create a paid invoice
Hi all, I'm trying to use Zapier to connect Woocommerce to Books to create a paid invoice. I can get a draft invoice created, but am stuck trying to update the draft invoice. I've tried a number of custom functions from other threads but can't seem to
Is it possible Multiple Instances in Zoho books?
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
Multiple Instances in Zoho books
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
User Roles & Permission
Hi Team! I want to understand a little bit more about the User Roles & Permissions for Zohobooks. Since we have a lot of different roles with different levels of access due to compliance policy, we would want to use the custom role in favor of system
[WEBINAR] Navigating taxes and accounting for ecommerce businesses in India - by CA Gopal Krishna Raju
Hello everyone! Dive into the essentials of ecommerce accounting with our upcoming webinar! Whether you're stepping into the world of online business or aiming to grasp the intricacies of tax regulations for ecommerce in India, this session is tailored
Duplicate Bill Numbers for Purchases in different financial years.
Hi We need enable duplicate bill numbers from the same vendor, where the financial year is different. We have multiple bills from vendors having same bill number but in different financial years. Further, if we enter a financial year suffix to the bill
Accounting on the Go Series-13: Snap, Upload, Organize: Simplifying Transactions with Zoho Books Attachments
Hello users, Welcome back to our 'Accounting On-the-Go' series! Today, we're excited to share a versatile feature in the Zoho Books mobile app – the ability to add attachments to your transactions. This functionality enables you to keep all relevant documents
Issues with WooCommerce to Zoho Books Invoice Creation via Integromat (Make)
Dear Zoho Support, I am attempting to automate the creation of invoices in Zoho Books from WooCommerce orders using Integromat (Make) and have encountered persistent errors that are hindering the process. Overview: I have successfully set up a flow in
ZOHO Accountants
Where can we find an accountant in Cape Town SA that works with or has knowledge of the Zoho platform?
Function #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
Add "Attention" as a column to the Sales Order Overview screen
It would be helpful to be able to include Delivery Address (or Attention) field in the Sales Order Overview screen so that you can quickly differentiate sales orders based on where they are being delivered to, not just the 'customer name'. We have many
Stripe Merchant account fees
Can anyone share with us how they are accounting for the specific, per invoice transaction fees associated with a credit card payment through Stripe? When we log into Stripe's Dashboard and open a particular day's deposit to our bank we see fees that
VAT payments
I am in the UK and currently in the 'Flat Rate' scheme (14.5%), thus VAT should be pretty straightforward. The accounting period is every 3 months (quarterly), and I like to track the current VAT owed in the VAT Filing section. Maybe every two weeks,
How to add HTML text into Books note field
I would like to add HTML formatted text into the note field in a Zoho Books estimate. I am creating the estimate in a function in CRM. Adding <br> or \n have no effect. The API will also just accept a string as parameters. CRM Code: response = invokeurl
Activate deposit invoice
Hello, I can't sée deposit invoices in the menu. How to activate it? Thanks
FNB South Africa Bank feeds issue
Good day, I'm struggling to get my FNB enterprise (South Africa) banking feed to work with Yodlee / ZOHO books. Has someone been able to do it? Could you please share the steps? The company is using the enterprise version of FNB online banking.
Invoicing Project
I use projects for keeping track of expenses and profit for certain projects. however, when i am creating an invoice for a project, it goes to the 2nd line item of the invoice. i want this to appear at the top, so i move it at the top of the list. but
Zoho Projects > Books integration is not passing the Users Rate
Hi, It looks like there is an issue with the Zoho Projects to Zoho Books Integration. The Users Rate from Projects does not flow through to Books in the Project/Timesheet Section You also cannot edit the rate for users on the projects in Books that have
Banking feeds stopped working
Why has banking feeds stopped working? Been working since we signed up, use free plan as low earnings and cant afford to pay but last update was 11th Nove,ber, tried today and it won't work, been using for over a year :(
Opening Balance
The busines took money from my partner sometime ago. How to capture this balance in Zoho books. Is it shareholders loan or a vendor Loan credit balance. Kindly advise
Zoho Books Automation
Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?
CCAvenue Payment Gateway
Why Zoho Books don't have the integration with the CCAvenue Payment gateway? When this feature is going to be added?
How to automatically notify user (not assignee) when tasks status changes
Hi, One of my team is using extensively Books tasks to follow business workflows. We are missing notiification to the creator of the ask, that a task has been completed. I'm trying to find Books automation and workflow, but Tasks are not available. I
Budget v actual report issue in Zoho Books
Hi, I'm trying to use the budget v actuals report but have encountered an issue with the values displayed in the actuals columns. For some reason, the actual totals are being shown without the VAT (sales tax), so they are incorrect by 19%. All my line
Having Trouble with Signals
Can anyone post a more in-depth instruction document regarding raising signals in Books from CRM. I am confused as when to use API & when to use function. I need data from both Books & CRM.
Accounting on the Go Series-12: Effortless Invoicing-Adding Unbilled Expenses and Projects on the Go with Zoho Books Mobile App
Hello users, In today's segment of our "Accounting On-the-Go" series, we're unveiling a time-saving feature in the Zoho Books mobile app - adding unbilled expenses and projects directly to your invoices. Imagine this scenario: You've incurred billable
What does it mean? Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes.
Hi all - i like to customize one estimate template but aleays get this message: Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. what i am supposed to do?
Add E-Mail Signature in Zoho Books
Hello, in Zoho CRM one can setup a signature which can be added to every E-Mail template using the ${userSignature} placeholder. However in Zoho Books I could not find such option. I have to add the signature manually to each template. Is this correct?
How do I Show Retained Earnings at Year End, Net of Current Year Earnings
I'm a little confused by how this is currently reflected in the end of period balance sheet - I currently see year earnings as a line item in the balance sheet for year end. Retained earnings (RE) = Period start RE + Net Income / Loss (post-tax) - Dividends
Creating Debit Note for return of damaged goods
Hi, I had ordered goods worth 38k rupees on 9th december. The goods came damaged. I have to return them to vendor. I have to create debit note in order for the transporter to take it back and transport it back to vendor. How do i do that in Zohobooks? There's only Vendor Credits - no debit note creation in the zohobooks app. Please help.
Director's Salary should be mentioned under which head
Director's Salary should be mentioned under which head as salaries I cant put under either Sales or Purchase in Zoho Books Regards
Banking transfer to/from another account (multicurrency)
Hi, Try to transfer fund from USD account to CNY account, there is create exchange rate differences. How to settle the different? Regards Felita
Tracking a loan from an investor - a new Bank or Credit Card
I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track
Zoho Books horrendously Slow
Please assist me. I had my IT guy check what the reason is for zoho being so slow (buffering) and he said that it is not by pc or the internet buy from zoho books itself. What can be done to make it faster? Please advise.
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