Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested. Just go to "Preferences" | Sales orders | Custom Buttons, click "New" If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & change
transactions that need to be 'split' but not completely
I am a property manager overseeing 4 different buildings right next to each other. We are one company, so I need one set of books, but we also want to be able to see how our profits look for each building separately. So for example, we have an expense
Create items with identical names
Hello! I have activated and registered the missing SKUs, but after this, I keep getting the message "Some of your items have matching SKUs. Please update these items and establish a unique SKU for each of them". I have reviewed all my SKUs (about 2000)
Users that need to have items with the same item names
Unfortunately Zoho does not allow duplicate item names, which is an annoyance for users that require such functionality. I can understand that SKU should be unique but why the item name ? There are a lot of users that need to have items with same names as the stock is non-replenishing such as rolls of fabrics etc, or even where the production batch is essential. I have written some code to facilitate this by using 2 custom fields - a check box & an auto increment field. If anyone would like to have
Banking - matching uncategorised transactions with invoices
Hi guys, I have upgraded from zoho invoice to zoho books. i feel that its such a good program that i want to pay for this and also to further ensure that my data is safe (premium service i feel should provide a little extra security). In the process of
CRM Sync Not Triggering Create Books Customer Events in Flow?
We're using CRM Integration to Sync Accounts & Contacts from CRM into Zoho Books. We have a Zoho flow that's triggered upon Customer creation in Books to sync to QuickBooks. IF we manually create a customer in Books then the Flow triggers. If we create
Zoho Books in Japan
Good afternoon, l am looking for some news for Zoho Books in Japan. I saw you have now a team for Japan (in Japan?), with CRM official but not Books yet, is that right ? Are you currently in preparation to make Books official in Japan ? What I have in
Zoho Books & Zapier Integration Failure
Hi everyone, I recently created a Zapier "Zap" which would allow us to send Invoices to Customers over Whatsapp Business API. It works perfectly as intended while testing, however, every time I tried to turn on the "Zap", it would act as if it was turned
How to Categorise Credit Card interest
Hi everyone. I am using Zoho Books Pro (UK) and have come across an interesting one. I have created a Credit card account int the banking tab and enter the opening balance. I now want to add an interest charge. My question is how do I categorise this
Auth.net payment integration - reconcile bank transactions
Hello, We recently integrated the payment solution with auth.net with our Books module. This is great as customers can now pay for the invoice through Zoho, and there's an automatic journal entry that gets posted: DT bank account CT customer receivables.
Include Line Item Id in Zoho export feature
Hi, I'm exporting invoices via the Export button feature available in Zoho to a xls/csv file. Unfortunately it seems the Line Item Id is not present in the available fields. I can export the Product Id of each line but not the unique ID linked to one
Zoho Books very slow!
Zoho Books very slow!
Credit Notes requirements for some European Countries
Hello Zoho Books and the Community, as a company located in Poland and having its entity as well in Czech Republic, we are dealing with an issue regarding Credit Notes. As for now, we use Zoho Books for our Czech company (planning to invoice Polish customers
How do i enable export without LUT or bond in Zoho Books?
The export invoices show as invalid with error message " Please enable export without LUT or bond as you have taxes associated with the line items." We have a LUT or bond number, w here do we enable export without LUT or bond in Zoho Books settings?
VAT return submission after deadline
Hi, Zoho doesnt allow me to submit my VAT return after deadline. Why is that? is there a different way to submit return after deadline. kindly advise.
Unable to add Fixed price projects on the same invoice with a per hour project
If there is a client who has Fixed price projects, and by the hour projects, you are unable to invoice them for both in one invoice. If a client has multiple projects regardless of fixed price or by the hour project. you should be able to put them all
Stop discounts showing up in Profit and Loss
We generally offer large disconts on products and what's happening is that when generating a P&L, Zoho is putting a Discounts line up and then the total revenues from each sub sales accounts whicn makes it very difficult to get a clear picture. Here is
Categorizing S-Corp owner Distributions
How do I categorize S-Corp distributions in the banking section of Zoho Books? I am running into balances not adding up correctly under the "Bank Balance" under "All Accounts" can you please walk through the best steps to categorize this type of transaction.
Use of Audit Trail in Zoho Books
It was on March 24th, 2021 when the Ministry of Corporate Affairs, India released a notification that instructed companies to use accounting software that could show an audit trail of all transactions carried out. Essentially, this rule was applied so
Books in Poland
Hi all! I am just curious...is there anyone from Poland who implemented Zoho Books in his company? :) I am checking right now level of compliance with Polish regulations, etc.
Not able to customize thank you emails
When a customer pays online for an invoice, a thank you email is generated. It is signed "It was great working with you, looking forward to doing business again." It somewhat implies we are done doing business. It would be wonderful to be able to customize
Update the purchase price of the item (product) when a quantity purchase is made from Purchase Orders in zoho Books.
Update the purchase price of the item (product) when making a purchase by quantity of Purchase Orders in Zoho Books. Good afternoon. I would like to know how to update the prices of my products with the purchase orders from zoho books. Example: when buying
Feature Request in Zoho Books : Tracking Inventory for Service Items
At the moment, ZOHO Books don't allow to track inventory of Service Items (I just talked with customer care executive for confirmation). MY PROBLEM: I resell services Digital Signatures Certificates ( SAC ‐ 998319) and other similar services, I purchase
How do I record wages paid to employees & Dividend taken
How do I record wages paid to employees, I will need to be able to account for these separately per employee
Opening balance for vendors
I'm trying to migrate to Zoho Books. I have a vendor with an existing balance (in credit, due to regular payments on account). The documentation tells me to find the "Opening Balance" field under "Other Details", but it isn't there. Under "Other Details"
Aging Grouping
Hi, When I'm pulling an AR receivable, I know we can customize the aging intervals by customizing the report - however, I can't seem to find a way to export this view in Excel. The excel view will show the aging per line, but will not group invoices under
Zoho Books: Looking back at 2021
View all the changes we made during the last year in our What's New Timeline.
Milestone invoicing for projects that are all the same
Hello, I am a brand new user of Zoho Books with an invoicing question. All my company's projects are billed as fixed cost for project...& every project is invoiced at the completion of each of 4 milestones. These milestones are always the same & are
Sync change setting
Hi, From where i can change the setting in zoho Books for sync from Zoho CRM into Zoho books currently it is sync happened in every 2 hours . What are the options available for sync and from where i can change ?? Thanks and Regards, Sidhant A.
Custom Placeholder in Email Notification
Hi, We've added a custom fields in our Sales order like booking date and booking time, but when adding those as a place holder in sales order email notification template they don't change and we get the following message: The following place holders were
How to reissue new invoice to replace a wrong invoice.
Hi, We would like to know how other user or Zoho Books handle the issue of handling a wrong invoice or wrong details in the invoice, that has already been sent to the customer. The scenario is as below. 1.We converted a Sales Order (SO-2022-001) into
Remove permanently field on invoice pdf
Hi I would like to remove or disable a permanently field in Zoho Books on the pdf invoice. The field is locked in the preferences-> invoice settings. See image. Thanks!ments. Anyone any idea?
How to reconcile paypal bank feed when only net amount is imported?
Hello, I can't figure out how to reconcile my Paypal bank account, as only the "net" amount is imported. For clarity: The sale occurs via my website, which is not connected to Books. I create an invoice manually. (I'll use $500 for example.) I have set
View all Transactions included in a GST Report?
Really this is a 2 pronged question... Can anyone tell me how to back out old transactions after a gst report has been filed (Canada)? Also how do I view all transactions included in a Quarterly GST Report? Thanks for any help on this topic. :)
Retrieve multiple items in one request
We are building a CF to retrieve the vendor information of every item in an invoice. Loading the invoice, and the associated item list, is working. Unfortunately, the items retrieved do not include custom fields or preferred vendor data. We have considered
Can you combine 2 credit cards?
Hi, I have two credit cards that essentially tie to the same credit card account. when Zoho books syncs it brings in the transactions for each card but then shows the combined balance in "Amount in Bank" for each card line item on the Account details
Outlook Calendar to Timesheet
I am looking for a better way to move my calendar entries to ZohoBooks-Timesheets. We do consultant work for clients all over So.Texas and currently We have Projects setup for each client and as work gets done during the week we enter the work details
How to track IGST Paid on Exports
We export goods on payment if IGST. Now, when we enter the shipping bill details in Zoho Books, it debits the Input IGST account by default without any option to change this accounting behaviour which I think is not right because this amount is not claimed
Crear un proyecto en zoho project desde una orden de venta de zoho books
Hola, tengo el siguiente inconveniente. Cada orden de venta que cre Sería eso posible? Hay Gracias! Valeria
Better integration with Zoho Books
We are a customer of both Zoho Books USA , and Zoho Sprints. Is there a better way to reflect hours logged in Zoho Sprints as billable hours to Zoho Books? You are currently making us do double entry or a cumbersome export/ import procedure. Please advise,
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