Multi-location stock control
Hi, could someone talk me through the way Zoho handles multi-location stocks using the same list of SKU
Payment options within Estimate
Hi, I started using Zoho Books and I really like it. I setup the payment options but I would like to make them available with the Estimate instead of the Invoice. The flow I would like to have is: The customer request a quote > We send them an Estimate
Upload attachment to Vendor Credit VIA API
Hi, Is it possible to upload a PDF File to vendor credit using the API?
curl or url error: Invalid value passed for authtoken
Hi, well, I'm preety new in Zoho, reading the api documentation and testing for a custom invoice implementation. I'm stuck getting this error {"code":14,"message":"Invalid value passed for authtoken."} Could not resolve host: 9688aa8....(hidden) Using: curl
Difference in formation of P&L and Sales bu Item Report
Hello! I'd like to ask you a question. I've downloaded a P&L report and checked sales by product and accounts of product. My colleague also wanted to check it, but he was not able to download P&L reports, so he downloaded Sales by Item report. Although
Customizing Invoice template
Hello, How do I remove the 'subject' and 'description' from the Header of the invoice template. Eway bill no field is not showing up in the insert placeholder list in the customizing own header section. Also, Is there any way I can import my own invoice?
The support is dismal
I don't know how much longer I can deal with Zoho. Our bank feed suddenly went down on March 17th. I put in a support request and they said they were looking into it. Then around the last part of March the support rep found a notice from Wells saying
Recording of TDS on Fixed deposits
How do we record the interest payment and TDS from the bank account. The interest paid is shown as deposit in bank account and the TDS is a withdrawal. Whereas for us the total interest income is the interest paid plus the TDS. How do we record this so
How To record damaged and compensated inventory by AMAZON FBA?
We are using AMAZON FBA service, some times customer order from Amazon and return fake products. Now Amazon does compensate for this product. So how to record this transaction in zoho books?
account codes in reports
How the numeric codes that I have created for chart of account, customer and vendor can appear in all the reports?
How to add non-GST invoices for leasing clients?
Hello Zoho team, We use Zoho Books as our billing software. We are in vehicle retail business. Some of our vehicles are sold on lease, where we add the leasing company name and address in the "Bill To" section and their GST number, while we add the lessee
How to Record IMPORT VAT in Zoho Books ( UK Based Business)
Hello, I need expert advice on HOW CAN I RECORD IMPORT VAT. Business is based in the UK. We import goods from China. The Logistics company pays the Import VAT and then they send us the Invoice. I know there is one feature in Zoho Books ' RECORD IMPORT
Invoice Templates Notes and contacts
Hello, 2 questions: Where in the template edit area do I access the NOTES section that shows on my template. Currently it reads "thanks for your business" and we want to change that. Also my invoice when generated does not include the name of the customer
Analysis of projects costed against bills
Hi there Within the Bills module we can see the analysis of the accounting posting within the Display Journal dropdown. Is there an option to see the project/s the bill has been coded against? A Bill can be allocated to one or more projects but this information
Accounting for Accrued Income as per IFRS15
How do we account for accrued income as per IFRS 15 in Zoho Books?
Zoho Books (Timesheet) : «The time spent for the day adds up to more than 24 hours. Please check and retry.»
I'm having trouble almost each time I try to star timer or log time, system says : « The time spent for the day adds up to more than 24 hours. Please check and retry.». I didn't even loggued time for this project since several days. What's th problem?
What's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing Developer
Show currency on Invoice
Is there an easy way to show currency on an invoice? Regards, Glenn
Unmatched Book Transaction
Hello friends How do we match book transaction in Petty cash which is showing in our report so please help us to clear the issues.
Bank Statement
Hello How to add bank statement for reconciliation, i had tried to download the format from the zoho book and copied all the data and uploaded but its showing the error that the date format is not not match. but the date format which is given in the option
"Add Transaction" Dialogue on Reconciliation Screen
I find the "Add Transaction" capability on the Zoho Books reconciliation screen to be very useful. However, it would be nice to be able to add a vendor for an expense or a customer for income from that same dialogue box. Thanks for the consideration!
Forté processing error
What does "We are unable to process the request at the moment as, Error occurred while processing transaction at the gateway" mean? Is it a credit denial or a system issue?
App Spotlight: PayU for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. PayU for Zoho Books Enable instant payment collection, tracking, and reconciliation right from Zoho Books. Send invoices containing the
What's New this May 2021 in Zoho Books
Hello Users, As India is going through the dreadful second wave of the coronavirus pandemic, we hope you and your loved ones are safe. Please take all necessary precautions and stay vigilant during these times. Here are a few enhancements we have made
Equipment Purchase
What is the step by step process for adding purchased equipment, how is depreciation tracked?
Timer is being block by some active URL highlight
I keep getting this URL highlight or something in the bottom left. Its block the timer and makes it unable for me to stop it. I need to give a page refresh so that small url stop showing. this is on OSX using latest Chrome Version 91.0.4472.77 Another
Function-24: Create purchase orders from sales orders at just the click of a button
Welcome back people! Last week, we looked at a custom function that enabled auto-update of multiple fields in a record with the same details. This week, let's look at another custom function which lets you create multiple purchase orders from a single
Allow negative inventory in Zoho Books
We were migrating the entire data from Quickbooks desktop to Zoho books for a client based out off Canada. We want to put openings from 01/01/2014, but since some of the items have negative quantity, Zoho doesn't supports that. We expect if Zoho shall allow us to put negative quantities just to match the inventories from QB desktop to Zoho books. Kindly share thoughts!
BUG : Reccuring invoices not send to customers automatically !
Hello, We are using Zoho One. Concerning the Recurring Invoices, we configurated Zoho Books in the way that the Invoices will be " create, Charge and Send" However, this is not the case. For example : - A recurring was created the 20 05 2021 and charged
How to book TDS on my customer invoice and entry on receive TDS certificate from customer?
Hello, Wanted to know how to book TDS amount in Customer's invoice (Currently we're doing by adding payment as TDS). Generate TDS Receivable Report, What amount of TDS customer needs to pay. if customer provide TDS certificate,,How to make entry for TDS
Customize New Invoice input screen?
Hello! Is there a way to customize the New Invoice input screen? There's a field for Order Number, which we do not use (sales order and purchase order modules are turned off in preferences). It's annoying to have to skip over that input field every time...is
Ability to split excess payment between income line items
Hello, As a service business sometimes our customers "round up" their payment as appreciation for work completed. For example, amount invoiced is $190 and customer pays $200. They do not want or expect this excess amount to be applied to a future invoice,
Is there a way to export or copy a Sales order / invoice as a Word or Zoho Writer document?
Hello, In our process, we need to create a Proforma invoice. Zoho Books doesn't have this feature. I built a specific custom layout to display relevant informations. However we are often missing information until late. As such, we can't send the templated
sales report with custom field
I have a custom field set up in Invoices, "Stock#". I would like to show it on my sales reports. How can I edit report formats?
Customizing the Vendor Advance Account
Hi, i was wondering if there is any planned feature to allow for the customization of the Vendor Advance account on Vendor Payments or at least the ability to create an automation. Here is the use case, we use Prepaid Expenses for most Vendor Advances
Invoice layout issues
Inside Zoho Books when we create an invoice, the invoice layout looks good and fine. But when we download it as PDF, it does not look the same. What needs to be done to fix this?
Reports date range customization disabled!
For Accounts Receivable & Accounts Payable and other Reports we used to be able to select a date range with the drop down calendar, as we had view of calendars for two months. This is still available for Profit Loss reports, but not for many other reports.
How to record GST paid using ITC balance (on GST Portal) in Zoho Books
Initially, we paid taxes on the GST portal and record those transactions in GST Filings > GST Payment > Record payments. But in recent month, since the ITC balance piled up we paid GST using those credits. But now I am confused should I record that payment
Bill creation disabled
Even after payment for the standard yearly package for ₹10,500/- the purchase Bill can’t be created as it’s disabled. Please help urgently.
Vendor Credit Not Associated With Returns and Any bills
My Vendor provides me with credit notes which are not associated with any purchase returns or any invoice. It is provided to us due to achievement of monthly targets. But to record it i have no option to it without selecting an item or Bill No. Kindly
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