Import Customs Duty and Shipping Charges should be part of CoGS, not Expenses in PnL
Dear Zoho Team, As per the accounting principles, the import customs duty and shipping charges for goods must be treated as Cost of Goods Sold (CoGS) only. But in Zoho books, when we are creating Bill of Entry, the customs duty + Additional charges is
Zoho Books Invoicing Issues
Recently we have noticed customers being charged for multiple months invoices rather than just the current month. For example we had an invoice raised in March to be charged in April which is correct, and then an invoice raised in April to be charged
How to account for a business expense paid for with a personal checking account?
A bill was created in Zoho Books for an invoice we received for marketing materials (appx. $1000). Then, the invoice was paid by accident using a personal checking account instead of the business checking account. The personal checking account is not
ZOHO BOOKS DUTCH
Hi there, To all Dutch BOOKS users... Do you have also problems that your bank (ING for example) doesn't support the BOOK feeds and doesnt support the CAMT 053 bank statements? (so I have to download as text...alter the text and ad - (minus) at the
Possible to add a custom currency?
I need to add a variety of currencies to Books that aren't listed when trying to add a new currency in the Currency settings. How can I add additional custom currencies? I'm okay with the need to enter exchange rates myself whenever needed. This is specifically
Customer Statements
Hi, Is there a way to exclude paid invoices from the customer statements?
What's New in Zoho Books - February 2023
Hello users, We're back with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month. Auto-Categorize Transactions Using Transaction Rules We introduced Categorized Transactions for
Custom button in list view - how to get selected rows in custom function?
I want to create a custom button in the contact list view. The user will be select one or more contacts and take action through custom button. I would like to know how to get selected rows in the custom function associated with the the button.
How To Update a custom field on an invoice
Hello Zoho, For integration with a payment provided I need to pass an amount in cents without currency. To accomplish this I have done the following steps. 1. Create a new custom field "totalcents" under Preferences >> Invoices >> Custom Field with default
Recurring invoices - Skip auto-charge or change payment method for upcoming invoice
When there is a payment method associated with a recurring invoice, there should be such an option to skip one time auto-charge or temporarily change the payment method. I can see that many times although there is a default payment method active (as for
Banking feed
Hi, 1) I don't think it's very clear if automatic banking feeds support Bank of Baroda or not. I was able to connect to it but it does not fetch the feeds automatically. Could I get the answer if it's supported or not? 2) What is "Add bank accounts manually",
Tracking multiple property accounts owned by one person in Zoho Books
Hi, Sorry if the title sounds a little confusing! And apologies for the long question! I run a property management business and manage property complexes/condos. I manage the communal fees for the owners. My problem is tracking owners that own multiple
Change default template for estimate (not email or pdf template)
Hello, Looking into making some custom templates in Zoho Books for the sales team. When they click on a deal and go to make an estimate I would like to change the table below to include predefined headers fields so they don't have to manually add all
Ability to apply VAT (consumption tax) for bank fees in the payment section of invoices and bills.
Please, please add the ability to apply a VAT or consumption tax to the bank fee option in the payment section for invoices and bills. With all other expenses, there is the option to add the tax. So why not with bank fees? It is not logical at all to
Journaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,
Cost of Goods Sold
Hi there, I need help! So, according to my zoho books my total expenses of the most recent fiscal year stands at $376,200.25. But I know this way off and incorrect. So I clicked on the bar in the graph which shows presents this number to get more details
Email History - Content of Email
If I use the email customer function inside of Zoho Books I can see the Email Address - Subject - Sender - Type and Date. However, I can not find a way to actually read the content/body of historical emails. Where are they stored? Thanks!
Billing on a fixed fee basis
Our company does most of its work based on a fixed fee. However, I believe ZOHO Books uses hours to create its invoices. Has anyone successfully used ZOHO Books to bill fixed fee projects and if so, how did you do it?
Manual journal for accounts receivable or accounts payable
I want to add manual journal entry for accounts receivable Can I do that ?
Zoho Books - Vendors - Bill not found
I am using the Free version (small volunteer organisation). I am trying to find the Journal Entries for a Bill I entered via Zoho Inventory. In Zoho books I click on the Vendor name - the bill added "View details" and it comes back with 'page not found'.
ZOHO Books: Is it possible to increase the limit of 25 records, when updating record status
Hi, Can we ask if ZOHO is able to increase the limit of 25 records, when updating record status(or make batch field update) to 50 records? I am referring to the below screen shot. Thanks
Mandatory note when updating invoice
Is there a way to disable to mandatory notes when an invoice is updated? We update about 10 custom fields on the invoices throughout the sales process. It gets annoying having to enter a reason for an update every time. Is there is a way to disable this
Reoccuring expense issue
I'm having difficulty making one of my expenses a reoccuring expense. Is it possible to make an itemized expense reoccuring or is this something that Zoho Books doesn't allow for, and if not any suggestions on how to get around this?
Option to allow Reconcile to include Uncategorised transactions
Hi If I want to reconcile my imported bank transactions with my bank statements, it seem I must categorise all transactions as the Reconcile function does not include Uncategorised transactions. That's bizarre. Could you perhaps add an option to include
Mark unbilled hours as billed against an existing invoice
Hello, I have unbilled hours that I would like to mark as billed against an existing invoice. The invoice was created before the timesheet entries were made and now I need to reconcile them. Is this possible, and if not can it be implemented? Thanks!
Delivery notes.
Hello; Is there any way to get a delivery note? Now, we are cloning an estimate, editing it to eliminate prices, print and delete it, because logistics people (at both sides, company and final customer) don't need to know the costs. Once the material
How do I remove a credit note which was invoiced and paid?
When testing of sections of ZohoBooks, I created a false credit note and now I need to remove it. It is shown as “closed". And it has created an invoice for that credit note that is displayed as “paid”. I tried to delete it and can’t. Please I need help
HOw to compute single products profit
How to compute single products profit? for example, we in the invoice, we should have costing / expense input Coz expense price / costing are always different Can zoho to solve the function request ?
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE CAN NOT BE DONE . IF WE REQUIRE TO PASS AN ENTRY FOR ADJUSTMENT BETWEEN 2 PARTIES IT CAN NOT BE DONE. WHILE MAKING ENTRIES VAI MANUAL JOURNAL THE ENTRIES ARE NOT PASSING--- a. ENTRIES
[WEBINAR] Zoho Books: A Guided Tour (Global Edition)
Hello everyone! You can now enhance your business accounting by making it smart and simple with Zoho Books. This webinar showcases the capabilities of Zoho Books so you can see how it can help you with your business accounting. By the end of this session,
Scan barcode and get info from ZOHO Books
Hi, Is it possible to scan the barcode of my item and then get all the necessary info displayed on the screen which is pulled from ZOHO Books? For example, I have a field with my stock location and would like to get this displayed on my scanners screen
Implications of using the discount column on invoices
Hi There, In our business, a large portion of our revenue comes from incentive programs such as utility rebates. So every item on a customer invoice will have our price, but it would also be nice to show the 'discount' the customer is receiving from these
Reporting tags associated to Project in Zoho books?
Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
Is there a way to restrict printing and mail sending if the quote is not approved ?
Is there a way to restrict the printing , PDF download and the mail sending if the invoice is still not approved (draft status).
Changing Invoice # field restriction on certain users
Is there a way to prevent certain users from changing invoice # field and keep it auto-generated.
Zoho Books WhatsApp Connect
If you're a business owner using Zoho Books and you want to send payment reminder to your customer via WhatsApp, check out www.neutron.money where we have developed this solution. Please contact us directly and let us know if you have any other ques
Purchase Order Report w/ Item Details
It would be really helpful to have a way to run a purchase order report with details on the items and quantities. I want to be able to send each vendor a list of open orders with: * Items on Order * Qty on Order (still open) * Due Date The report could
Estimate Revisions
We use Zoho books for all of our estimates, and probably in 50% of cases the final PO is not exactly the same as the initial estimate-. There are many cases where we go through a few revisions of the estimate before reaching the final situation that the
Add project to recurring items
I do not see a way to link a project to recurring invoice items. This would be very helpful as I have to edit each line item every month for all of my clients to add a project. Thank you for Zoho's continued product improvements!
SMTP mail for estimates & bills
Can i add my Gsuite mail as SMTP for all email communication? Currently i am getting many complaints about not receiving mails.
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