Beginner Issues
Hello everyone I am new to this whole zohobooks thing. I am an accountant trying to deal in accounting work of THREE branches of a CAFE... I am really confused on how to enter daily sales information, monthly expenses etc etc. Anyone can help me with
Pos and Stripe terminal
Now that Stripe Terminal is up and running has anybody managed to integrate terminal to Zoho books so that we can use it as a POS.
SQUARE Payments recorded incorrectly
Dear Zoho Team, I recently integrated Square and I have been struggling to reconcile payments. Often, a transaction from Square into my account is split into different amounts and does not equal the amount that is transferred by Square into my account.
Estimate stock commitment
Hi, I'd like to see a setting that allows you to commit stock on an Estimate. When you have an open Sales Order, it allocates that stock as committed so that you can determine how much of your stock is actually available for sale elsewhere. With an Estimate, it would be nice to have a setting either when creating an estimate, or as a default setting in preferences that you can select that allows you to commit stock. It would be preferrable as a universal option in the preferences unless you implement
How to record Debit and Credit on Zoho Books
This question related to bill payment and payment made How do we manually post journal Entry like debit and credit? Not Manuel journal. is it support journals against accounts payable and accounts receivables ? Cannot do business without that
EC sales list for non-UK accounts
Hi, We're a company based in the Netherlands. We have clients in different countries, but within the EU. This means we have to do intra-community tax reports as well. I don't think Zoho Books offers a standard solution for this. However, in the documentation
Migrating to zoho with some vendors/customers which have negative balance
Hello, im new to zoho, i faced a problem in which i can't import customers/vendors with negative balance, any idea what is the best way to handle that ? as i want only to import the negative balance.
Improved timesheet report layout (for sending with invoice to customer)
Is there anyway we can customize the timesheet report (add company logo for ex.) so that it looks good when we send it to our client with the invoice? Thanks!
Account_id
My problem is that I don´t know the account_id for a bank account. I suppose that is something like "3632010000002301" but I don´r know how to find it. I need it because I have a custom function that create a customer payment, that works well, and I need
Be able to use HTML or any type of font formatting for Terms & Conditions
Ability to use HTML formatting for the Terms and Conditions. Sometimes we would like to make certain details of the terms to be Bold or Change color to make them more prominent. if we use HTML it says invalid value passed.
Agent not returning schedules call
I'm all week trying to get Zoho books to solve an accounts payable issue. Eventually, I had a call scheduled for today and nearly two hours later no reply, no email apology. While I like the product, very disappointed with the backup service.
Total Receivables on Dashboard Incorrect
Hi, The Total Receivables amount showing on my dashboard has not taken account of some payments received and therefore does not match my unpaid invoices. Please advise. Alex
Zoho Entry for Zero Value
Hi, We have an application that is collecting the GST and Commission for the payments. We also offer discounts for the payments. With some discounts, the GST and the Commission amount will be zero. So in that condition do we need to enter the GST and
How to record security deposit
Hi, Could anyone let me know how to record security deposit made to the landlord. Thanks.
Bank feeds won't sync
Hi Zoho Books won't sync with my NAB accounts. I originally set up the accounts back in Feb and was able to sync them then, but since end of February, I have not been able to sync them for some reason. When I click on "SYNC NOW" I get a message: Bank
Importing from WHMCS to Zoho Books
Hi, Has anybody written any code they fancy sharing to import invoices etc. from WHMCS into Zoho Books. Obviously via CSV files as unless I missed it there still isn't an API available for Zoho Books. Thought I'd ask before re-inventing the wheel and
Custom fields limited way below the 44 allowed
HI, We are using custom fields for our estimates and invoices. We can add up to 44 custom fields, but we can only add: - 5 dropdown fields - 2 checkbox fields We are using prefilled variables so we can fill out estimates and Invoices with just one click.
How to record loand and interest as Lender
Hello, We provided a business loan to customer with interest rate. So from accounting side we play a bank. We should record loan principle as well loan interest. The loan body and interest are not paid yet. However we are in troubles with corerct record
Custom Function to sync Zoho Books Sales Order & Invoices to Zoho CRM Deals
Hi, We are seeking some advise on how to create a custom function to sync our migrated Zoho Book's Sales Order and Invoices to the appropriate Deals in Zoho CRM. As we have the Zoho Books integrated to our Zoho CRM. Currently we have imported historical
Anyone else experiencing timesheet syncing issues between Zoho Projects and Zoho Books
Zoho Projects has not synced time data in about 18 hours with Zoho Books. It is stuck on "syncing" but nothing is happening.
Why dont we see any form of Date in Zoho Book > Projects?
Im trying to figure out why i dont see any date in the Project section in Zoho Book. We use the projects part to bill by hour rate to customers and either combine them per month or per task. How ever, since when its paid the project is still active?!?!
Difference between Expenses as per BAS and total expenses in P&L
I am reconciling BAS fields (for australian client) against P&L for the same period. There is a difference in total expenses in both the statement. What could be reason of the difference? Thanks in advance. Regards Akta
Transfer between accounts
Hi, how do I record a transfer from one business account to another? Both accounts are setup in my chart of accounts. Thank you.
Deposits that don't come from Customer Invoice
Hello, How do I record a deposit to my account that doesn't come from a payment from a customer invoice? eg. I transfer funds from my personal account to my business account or I receive a refund on my BAS lodgement. Only my business account is setup
Approve Timesheet
I have Zoho Books and I would like to Approve timesheets. I am listed as an approver but I don't see the options in settings or timesheets. Can I do this from Zoho Books or do I require an additional module? If so, how can this be done?
how to show mails which are sent via Books?
Is there a possibility to read sent mails via Books? Sometimes we are sending out offers, orders or invoices with more information or details written in the mail. Where can I find those mails? Thank you, guys! Best regards, Frank
Zoho Books: Vendor Portal - possible to be be further customised beyond custom fields
Hi, For the Zoho Books existing Vendor Portal. we would like to know if the registration of new vendor(when the first time vendor log in and the setting of "Allow suppliers to update contact details in the portal" enabled and the fields visible for editing
Prepaid Vendor Bills
Hi, 1. A vendor issues a bill valid for next 18 months 2. While recording the same, this amount should be split in 18 months and then be posted in the P&L (accrual basis) How can this be done in Zoho Books to be compliant with GST as well as Accounting
What's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to your
How to print invoices in an invoice printer?
How do I print invoices on an invoice printer? I have my own pre-printed template I just want to print out the data onto this paper without the template designs provided by zoho. How would I go about doing that?
Add a field for customer signature
Hi; Just wondering about a bit of flexibility in estimate/invoice templates. We have to obtain a customer signature on each estimate for legal reasons, along side one of our authorised signatures. However, there is no way (that I can see) to add a field/box
How to set default value for a custom field in purchase order using inherit value, in Zoho Books.
Hi, We have this requirement where in Vendor's we have a custom field containing details "Type of account" (details will be free text) as guidance when raising new purchase order or bills. In Purchase Order and Bills, we also have custom field named "Type
How to record a check returned for nsf
A customer had given me a check to pay for an invoice due. I deposited the check and matched the transaction on my banking feed. A few days later I see a charge for the returned check (they had issues with their bank account). They reissued me a check
Mutiple products added to cart and price adjusts the more products are added
What's the best way to do this.... We have 10-12 products and want to offer a TOTAL PACKAGE type deal so, we create a product called "TOTAL PACKAGE" and it lists all our services. as I add each service to the invoice, the system adjusts the cost based
Transactions import, Sync with ZCRM and ZInventory, proper order?
Hello, dear Zoho Community! Struggling to understand what will be the best approach for our case. Please, need an advice... Thanks. Migrating from an old desktop system, and want this process as painless as it can be. We will be using: + ZCRM + ZInventory
Online payments in multiple currencies via PayPal
We are planning to start invoicing our customers directly from Zoho books, rather than invoicing in Paypal and creating the sale separate in zoho books and then matching the payment later. However, when setting up the PayPal payment method it asks for
Credit Note Number, copied from Invoice Number
Hi In Zoho Books, as regards to Credit Note. From Invoice, when we create a new associated Credit Note, is it possible to copy the Invoice Number into the Credit Note Number field? For example the Invoice number is 2021-003 (where the suffix "003" is
Can our customers add a credit card from within the portal?
We would like our customers to be able to add their own credit card from inside the customer portal, but I don't see a way for them to do that. Do we have to add the card from within Zoho Books manually? Thanks, Lundie
Categorise Manually - Itemised
I have imported some bank statements and I am now in the process of categorising the entries. I have two issues. 1. When trying to use 'Itemised', when I select seven different 'Expenses Accounts' all with the same VAT treatment (they are all simply sub-categories
Projected Balance
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant. I searched in the forum, but didn't find any posts about this. Is there a way to see a "projected balance" in ZOHO for a checking
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