Add conditional address fields in Zoho Books Purchase Orders
Hi - I'm curious if it's possible to add conditional fields in Purchase Order (and other) templates? I'd like to use the Attention field if it is populated, otherwise, I'd like to use the display name for the delivery address on Purchase Orders. For
Account Code in Budget vs Actuals
Why is not possible to display account codes in the Budget vs Actuals report?
How do I make entries as a Handyman Contractor using TaskRabbit?
I am new to Zoho Books and still learning. I am a Handyman Contractor and get some work through the TaskRabbit app. Folks find me through the app, hire me, but pay TaskRabbit directly. Then, TaskRabbit pays me. Technically, my client is TaskRabbit because
What's New in Zoho Books - December 2020
Hello! We're back again this month with a fresh set of enhancements and features to make your accounting experience better. We can't wait for you to use them and let us know your thoughts. Let's take a look at what's new for December 2020. Configure
IDBI Bank Feed Not working
IDBI Bank Feed Not working
currency for items
Hi I have a question that might be a bit difficult. We are presenting a foreign company and their price list is in USD but our base currency is DKK. We are selling in pretty much whatever currency our customers will prefer and we have associated currency
*** ALL UK BANK FEEDS BROKEN ***
Where can we go to find news and updates on the situation with UK bank feeds? How long is this going to last? All UK bank feeds are now broken due to a pre-anounced change in bank regulations. Seeing as this change was announced a year or more ago, it is strange that no strategy seems to be in place. Why are no announcements being posted by Zoho? I moved from Wave accounting to Zoho Books, specifically because of this issue, which Wave announced months ago. Why is it such a surprise to Zoho Books?
IDBI Bank Feed Not Working since 4 Days
IDBI Bank Feed Not Working since 4 Days
Bill of Issue/Invoice
I run a subscription based business. I have multiple subscribers who make payments on different dates in a month and I raise a Bill of Issue/Invoice at month end. I have customised the customer tab to have all information I require for raising invoice/bill
What's New in Zoho Books - April 2021
We've been making continuous efforts to enrich your Zoho Books experience by paying attention to the details. This April, we've made several new enhancements and included suggested features to make your accounting process more efficient. Advance Search
Invoice - Discount vs Adjustment
Hi, Just started using Zoho Books in the UK. When we offer a discount we can't decide whether to add it as an adjustment at the end of the invoice, or add the discount to each product line? Any tips? Mark
Error 412
I have been unable to link bank since i subscribed. Every time I try to link to PNC I get "error 412." When is this going to be resolved. Linking worked in the trial period and when I paid for my subscription, the link to the bank and the bank feeds
Tax collected at source
We are into the manufacture of Motor stampings and use Cold rolled steel coils. We stamp it and the waste is sold as scrap. We are supposed to collect TCS on this scrap. Could you please help me as to how we can account for this in our invoices and how
How to update in Opening balance
ZOHO Book how to enter in opening balance
Work Orders and POs
In the normal workflow we have here (small manufacturing shop), after a quote is sent, it might or might not be accepted by the client. If it is accepted, he sends us a Purchase Order. At this point, we get the job going by issuing a Work Order (internal paperwork) which describes the work, has the client PO number, and delivery date, among other things. When the job is completed, we then make an invoice and send it to the client. I was wondering if it would benefit other users to have the ability
How to Create an invoice using Include Unbilled Items through API
Hello, i,m trying to create a new invoice using API but i cannot fine how to get the Unbilled Items and use them to create the invoice
HOW CAN SEE DELETED INVOICE IN ZOHO BOOKS
HOW CAN I SEE DELETED INVOICE IN ZOHO BOOKS NUMBER OF INVOICE DELETED
What's New in Zoho Books - October 2020
Hello, everyone, It has been a pretty productive month for all of us here at Zoho Books. From working on iOS14 ready updates to agent filing, we've rolled out multiple features. Here's a rundown of all that's new: Agent Filing (UK) Now provide access to your accountant to file returns on your behalf at HMRC. All you'll have to do is first authorise your Agent with their ARN at HMRC (from Zoho Books) and then approve the agent's request. You will then be redirected to HMRC where you can grant authority
Trial balance with opening/closing balances
Hi, how can I have a report with the attached format? it's really needed by our finance auditor. Thanks
Custom functions on timer
It would be great to have an additional hour, day, week, month & year timer for running custom functions instead of executing on a particular creation / edit of a document.
Reconcile VAT Account
Hi I am using a single VAT account and posting the VAT payments through the bank as an expense into the VAT account so that I reduce the liability. What I would like to know is if there is a way for me to be able to reconcile the account in Zoho? Thank
Basic plan and customer count
I am currently on the basic plan which allows for 50 contacts. I had thought that meant customers, but I see now that any time I book an expense, a contact is added. So that will greatly reduce the number of customers I can invoice. Do I understand this
Zoho Books user permissions
When will there be more option for Zoho Books user permissions?????
Updating custom field on Bill upon selection of PO
Hi, I have a custom field on Purchase order as well as on Bills called "Type of Order". This field is a dropdown type. While creating a bill, I would like to have this field on Bill be auto populated from the corresponding PO's custom field. For example,
Bank charges
Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account
Bank recs
In all of the accounting/bookkeeping software I have used the debits(charges) are on the left and the credits(deposits) are on the right. It would be great if there were a way to switch the view to see it that way in the bank reconciliation window. It
Bank Register UI / UX Suggestions
I find that the default register layout for bank accounts in Books is inefficient. Lots of space is dedicated to information that isn't particularly useful, and there's low information density. A couple of specific suggestions: Emphasize Vendor / Customer
How to pay sales tax to balance tax liability
How do you make a sales tax payment and balance the tax account? I have a balance of 100.00 for Jan. I write a check for 100.00 as of date of 1/31/2015 and date the check for the current date.It switches over to funkey monkey or something, wrong balance
Does Zoho Books integrate with Zoho Projects
Is it possible allocate income and expenses to individual projects to so i can see the profit per project?
Custom HTML/JS on Client Portal ?
Hello Is it possible to add a custom script or custom html in the client portal ? For example a JS for tracking purposes or third party livechat ? Thank you. Joffrey
Import items - Only available for sales - Not seen in purchases
Hello Community! I'm just racking my brains trying to import items into Books and make them available for purchase. It only makes them available for sales...but I can't find them when I want to make a purchase order or a vendor invoice. I can only enable
Zoho Books API Sales Order Lisiting
I followed the documentation which require me to generate an auth token with https://accounts.zoho.com/apiauthtoken/create?SCOPE= ZohoBooks.salesorders.READ But I get invalid scope details I tried https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoBooks/booksapi
Purchase bill creation from Purchase order
Hi, I am fairly new to Zoho books. I have a couple of queries with regards to creation of Bills from PO's and would appreciate any guidance: 1) When a PO is converted into a bill or when a bill is created and PO is selected, I would like to have bill
Send automatically email when invoice is matched with bank payment
Hi, is it possible that the confirmation email with paid invoice PDF is sent automatically to the customer (contact) when the invoice is matched with the bank transaction? These are manually added bank transactions imported to Zoho Books importing bank
Commissions in Zoho
Commission information We use sales Reps Each Sales Rep earns 8% of the profit from their jobs (Job income less Job expenses) In the past, I've used QuickBooks and run a P&L by Customer to figure this out, but am now trying to see how we can use Zoho
Registration Client
Hello, how can I offer to my client to registration on portal theirself?
What's New in Zoho Books - February
Hi, users! We've come with a bunch of new updates and enhancements for a fresh start to 2021. Here’s what’s new this February: Zoho Books - SurePayroll Integration (US) Automate your payroll accounting with the Zoho Books - SurePayroll integration.
Automatic Replenishment Notice
I’ve been using Zoho Books for about two years so I have accumulated a lot of sales data about my customers. We are brick and mortar only so I have no eCommerce integration. I sell consumable products (air filters) so there is a built-in replenishment
how to link multiple processing of items
Dear all, I would like to know or suggestion .as a manufacturing company,our items have many processes like raw material ,machining and coating . how to linke this cost to calcuate making cost of items ?
Linking BOOKS Sales Orders/Estimates/Invoices to a CRM Contact - Not Possible?
In Zoho CRM you can add a Sales Order to a specific contact (who is assigned to an account). In Zoho Books it looks like this is not possible in the Business to Business scenario where that customer has multiple "contact persons". Reason why we should
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