Cannot add simple 'Sales Tax' onto items in US version of ZOHO Free.... evaluation reveals a bug laden app and poor customer support.
Trying the Zoho Free edition to see if I like it.... it sucks a$$.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Zoho sucks balls
Trying the Zoho Free edition to see if I like it.... it sucks ass.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Migration of Financial Records from Quickbooks to Zohobooks
I would like to inquire how my financial records can be successfully moved from Quickbooks to Zohoboks.
Square Integration - Stop ZOHO & Square from creating invoices
We use Square to accept all our credit card payments, both invoiced and manually keyed via the online terminal. Some of our customers will pay via an invoice we send them, so a Square payment link on a ZOHO invoice is perfect. But some customers prefer
Correcting Tax Payments
Good morning, I have been hired by a ZohoBooks user to take on their bookkeeping and accounting. One of the things I need to correct is their Tax Liability (Tax Payable) on their Balance Sheet. For the last three years, they have been incorrectly recording
PayPal feed not including "Foreign Transaction Fee"
When our PayPal feed includes a payment converted from a foreign currency, the amount in the feed does not include the Foreign Transaction fee. We don't notice this until the end of the month when the balances don't match between PayPal and Zoho Books.
Zoho Books Turkish language support.
Hello, Will Turkish Language support be provided for Zoho Books?
Cost Of Goods Sold not shown in P&L
Hello Everyone! I am literally new here in ZOHO and I'm currently exploring it. I'm really confused as to why I can't see my cost of goods sold total value on the P&L. I was listing our products and I added the Cost Price of my product associated to Cost
books workflow: mark sent invoices as sent...
Hi, I have a workflow that automatically sends approved invoices 10 days before they are due. After that, there are further workflows for email reminders that check if the status is "sent". but now the invoices sent by the workflow are not marked as sent
I factored my invoice - how do I record their fee deduction?
Hi I work with 2 factoring companies. Company A deducts 2% off my invoice before sending me the remaining balance and they do send me an invoice to show the 2%. Company B deducts 10% off my invoice before sending me the remaining balance and they do not
Problem reconciling payments from Stripe and GoCardless for online orders (Sales Without Invoices)
I recently moved from Xero to Zoho Books. My company sells some products online and payment is taken via Stripe. We also have subscription schemes which are paid via GoCardless. In Xero, these payments appeared in the clearing accounts as individual transactions
How can I get opening balance of a particular contact?
I am trying to fetch the opening balance query but in that I didn't get opening balance of contacts, instead it returns the total of opening balance of all contacts as Account Receivables?
Zoho Books API Authorisation - Registering as self client
Hi All, Please can someone advise me on how Books API authorisation works for Self client. Can it work? I don't want to build an application, but rather want to just read data for reporting purposes. The issue i'm facing specifically is around the redirect
Bank feeds - still a problem
I'm really frustrated that the bank feeds only "sometimes" work. I raised this problem once before and was advised that Zoho used Yodlee and feeds were only updated once a day. That's fine but it only "sometimes" seems to work. Eventually transactions appear but they sometimes seem to take days. I know of other programs (Xero) that another business I am involved with uses Yodlee and they do not have this issue. My bank feeds are active, I tried to manually refresh however Zoho tells me that
Setup Zoho products
We want to setup Zoho accounting software's or products into our business for productivity.
Payments made to Vendors
Can we have an update on this request please, is it in the pipeline ? Seems a simple enough request & easy to implement (?) ........
Reporting transactions categorised as "Owner's Drawings"
Hi Is there a way I can run a report listing transactions filed under "Owner's Drawings"? Better still if I can list transactions by categories I've used within Owner's Drawings. Thanks.
I am very dissatisfied with the results of Zoho Books and Zoho Inventory
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
add owner capital or paid in capital to add credit card transaction
When I receive cash back on my creidt card I post it to owner paid in capital since it is not considered income and cannot be offset to any expenses. It would be nice if Zoho Books would add owner capital or owner paid in capital to the list of accounts
New Categorization from Feed
I've noticed the new addition to the UI, where recognized transactions are called out for potential categorization. That is a nice addition. This could be made even better, though. Right now, when one presses the blue Categorize checkmark, all it does
Zoho Projects - Zoho Books Integration Error: Data entered in your CSV/TSV file is not supported by us.
While reviewing the error details between Zoho Books and Zoho Projects I noted three tasks that have errors. None of these tasks have any files associated with them nor where files uploaded to them. What is this error and how do I resolve it? No time
Automatically adding Bank Details in Invoices
Hi all. I am newbie. I just trying to adding an automation to invoices creation. First I created 2 custom fields into invoices ("Banca" that is a list field and "IBAN" that is a text field). Second, I create a Custom Function as below and then a trigger
How to convert package items to invoice in books
Hi All, In my sales order there are 45 line items. Out of 45 line items i have received 5 items in my stock. That 5 items, i want to ship to my customer. I will create package of 5 items then i need to create invoice for 5 items. To create invoice i need
Difficulties in enabling E invoicing
While trying e-invoicing, i am failing at "push to IRP" stage. It is seeking "Bill From Address" update. While updating the Addresss in Zoho Books/Zoho Inventory - it is asking to update in Locations at Zoho People. While in Zoho People(locations) there
Importing MT940 file
Hi, We would like to request the ability to import MT940 files into Zoho Books (http://www.mt940.nl/) . Please add this to the new feature request list. Aniel
How to delete my account and remove / unsubscribe my company from zohobooks ?
How to delete my account and remove / unsubscribe my company from zohobooks ?
Get custom fields API
Hello, we're integrating with ZohoBooks using APIs, the first step is to setup accounting fields by getting accounts/contacts (as vendors for us) and all other accounting fields as we call them. getting accounts/contacts and some other fields is straightforward
Disable Auto-Generation of Quote Numbers via API
Hi there, I am creating quotes in Zoho books via estimate API and it works good. In my particular case, I need to add dynamic "Quote#" and used parameter "estimate_number" to achieve it. It works fine if and only if the auto-generation is disabled from
You Cannot make online payments for this invoice
Why am I receiving this error message when customers attempt to pay their invoices online? I have selected the option to accept payments online for the invoice and have set up my payment gateway (Stripe). Does a client have to use to the portal in order
Add the ability to part deliver an order that has backordered items
If a sales order is received from a customer with two different items (Item A and Item B) and both need to be put on back order, Zoho Books does not allow you to part ship the sales order until all items are received. This is inconsistent with a standard
How to generate unique create Customer id and Vendor Id separately?
Hello Forum, I need to create Customer id and Vendor Id seperate. But under settings>preferences. customers& vendors are placed under one single click. so if i add a custom field. the auto generate number does not generate separate series for customers
How do i post a payment against a long term liability account?
Hi guys can anyone help with this, I have created a long term liability account (Business loan more than 1 year) and I can't find a way to record the payment on that loan made from my cheque account.
Customer Portal - Custom Tab Add - URL not recognized
Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new sales
Is there a way to add columns to the Row Total Formula in Zoho Books/Invoice?
By The Grace of G-D. Hi, How are you? As you might know, in Zoho CRM, A user can edit the Formula of the Row Total so one can add a field to the Subform and add it to the calculation so it will affect the final price. Can you do such a thing in Zoho Books?
How to customize the Zoho Books Payment Link email template?
Hi, how to customize the Zoho Books Payment Link email template? The purple one : Can't find it anywhere!! thanks
Where is reconciliation History?
I looked for help on how to unreconcile a Bank Statement. This is what I think is the latest. The steps to undo a reconciliation are as follows:- Open the bank account in Zoho Books under the Banking tab. Click the Gear icon next to Import Statement button.
Importing Opening Balance Credit Notes
I am importing balances from my old accounting systems into Zoho books. I have successfully imported all receivable and payable opening balances. But for contacts with debit and credit notes, I am unable to import them in the opening balance set-up Would
Quotes API for Zoho Books
Hi All, We have a use case where want to create 3 automatic quotes (Good, better, best) when the deal stage in Zoho CRM is changed to "Quoted". I have created a Zoho Books connection and can do various operations (read, update). The problem is that we
Include "IS NOT" as an available criteria selection for the Status field in custom Sales Order views
Currently, Zoho Books Sales Orders does not have a view to display only open orders (i.e. orders that are NOT closed). Unlike other module views, it is not possible to set the view criteria where STATUS IS NOT = CLOSED as the only compare option is IS.
Payment Reconciliation
Hi I need some help please. I am looking for a platform which can do the following tasks 1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accounting
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