Z Invoice included as a part of Zoho Books?
We are looking seriously at migrating from Quickbooks to Zoho Books mainly for the integration with Zoho CRM. As a small wood furniture builder (5 employees in shop, 1 in office) with thirty core products each of which has many options such as wood-size-style etc, we are running most of our jobs in Zoho CRM. When I used Zoho Invoice many years ago it was included as a part of Zoho Books. If you used Books you essentially got invoice also. Is that still the case? Greg Aanes 2109 Queen Street Bellingha
Automated Inventory/Books integration with Sites
I would like a way to add inventory items from either Inventory, or Books directly on to Sites. Is this possible using Creator?
Receive Customer payment
Some of us receive payments in 2 different forms, just an idea perhaps worth considering ?
Android and iOS app: Sort Time Entries by Billed and Unbilled
On Android, this is the screen I'm talking about: Zoho App > Menu > Time Tracking > Time Entries On the top, you are allowed to sort the time entries by Today, This Week and This Month. What I'm proposing: To add another sort drop-down which can sort the entries by Billable and Un-billable. Why: This allows me to understand how many activities for a client are going unbilled and also gives me a better picture of how much earning happened during the selected time period.
Payroll in no income tax states
We are poised to move to zoho books as soon as payroll is available (currently using Quickbooks w payroll). California is being rolled out, granted one of the biggest markets but how about getting states like Washington going also? We have no income tax
Had modified GST Number for a vendor in purchases. Data impact on previously entered bills?
Hi, Had modified GST Number for a vendor in purchases. Would previously entered bills be Autoupdated with the new GST no? SATYA ABHIRAM K
How is everyone managing 2% payment gateway charges?
For example, Razorpay: This payment gateway doesn't have an option to charge customers the convenience fee; instead it will deduct the payment fee from the business' payment. So, I wanted to know how everyone is currently managing the transaction fees?
Zapier - no trigger for Sales Order creation
Why is Sales Order not an option for Zoho Books in Zapier? This would enable to get over some of the other bugs.
Transaction Locking & PO Conversion
We have encountered a problem regarding transaction locking and trying to convert a PO to a bill. Even if the PO we are trying to convert is dated in a non-locked period AND the bill date is also in a non-locked period, we cannot convert the PO if items on that have transactions linked to them in a locked period. We have been told this is due to FIFO (which is not accurate). If we have to unlock each period prior to converting a PO to a bill, what is the point of transaction locking? This is not
sales and purchase statement at one place if do both sales and purchase with a company?
Need Help, Suppose I am dealing with a company(let us say 'XYZ') with which I do both sales and purchase & when i want check the statement of 'XYZ' I am forced to specify whether I want to check sales statement or purchase statement but cannot you provide both sales and purchase statement at one place if do both sales and purchase with 'XYZ'.
Can I input ITEMS without a rate?
I need to input the amount of my items at the invoice level. my item prices change throughout the year and I have different prices for different customers.
Export unreconciled lines - CSV report
Hi,, Kindly update an option to export un categorized lines from bank account. Regards, Pramod
Books & Inventory integration
I really, really, REALLY would like to subscribe to Inventory but I see so many things holding me back. The latest is to see that in Books - receiving bills | Selecting open purchase orders shows no indication of the PO being received in full or partially received in Inventory ! Is this due to me only having the free Inventory version or just an oversight ? If I convert a partial receive to a bill in Inventory it rightly only allows the received items to be billed - would this happen in Books ?
Notifications for all modules
Please consider the attached, it's much easier for admin to include notices for staff when new features are introduced or we've made amendments ourselves ........
Making a copy of Zoho Books
Hi, we are opening a new franchise and we need an exact copy of zoho books with a new account. Is it possible to make a copy with out the transactions? Best regards, Sergio Lavalle
Problem with credit note and again summary report in payables
Hi every one I have aproblem with again summary report in payables I did a credit Vendor against burchase bills For example i have a vendoer and i puchased some goods from him for example on Jan 2017 with 100$ on Feb 2017 i returned that goods to him and did a Vendore credit with same products and same price, but when i check again summery report in payables i still see the purchase bill in the report and offcoure that lead to show the total amount of payables increase than the reality with 100$
Items enhancement pleez !!
We have a tab that shows purchases etc - Can we please have a tab that list the sales ? It's a bit of a drag to have to go to reports to look for this info when it's quite a simple task to show them here !
How to fix this redirecting issue
Hi Iam using custom domain feature. My domain is billing.inserver.in Everything works fine on desktop, but when i try to visit billing.inserver.in from cell phone it shows zoho url. How to fix this.
fed up with a lot limitation of zoho book
I was created a bill about patent and realised that type of account "other asset" disappeared, bills only allow to select fixed asset, other current asset, liabilities, expenses the answer from the zoho team is " it is a limitation from our end" this doesn't make sense you buy an iPhone, apple tells you that sorry you can't use music player, only video player is allowed please zoho, do something that make sense to all users, do not simply restrict important feature !
List of Suggestions if Zoho wants more people to move from Tally
Monday, 25 September 2017 To, EVERYONE AT ZOHO CORP. Kind Attention: ZohoBooks / ZohoInventory / ZohoFinance Teams Subject : MUST HAVE FEATURES IN ZOHOBOOKS/ZOHOINVENTORY TO ENABLE USERS OF TRADITIONAL DESKTOP-BASED ACCOUNTING PACKAGES TO MIGRATE TO ZOHO Dear Sir/Team, I have been reviewing/trying my hand at ZohoBooks and ZohoInventory for a while now – initially as Trial and thereafter as a paid subscription. Having been a Tally user for the last 12 years, it was a bit of a learning curve, especially
Template to register a expense (attach)
Somebody have a template to attache expenses in Zoho,
Update items
Lots of my items reach a stock level (a small amount) & stock_on_hand needs to be re-set to zero as it's not possible to top them up. Ideally they need to be re-used again rather than making them inactive, I have tried the following but the stock_on_hand doesn't update ..... itemID = "*************"; var data = { "stock_on_hand" : 0, "custom_fields" : [{ "index" : indexofCustomFieldBay, "value" : "All sold - Ready to use again" } ]}; var url = 'https://books.zoho.com/api/v3/items/' + encodeURIComponent(itemID)
Integration between Zoho Books and Tuotempo scheduling system
Dear Zoho staff, Tuotempo is a patient CRM for clinics and hospitals (appointment scheduling system, automatic reminders, patient portal and so on) Many of our customers request integration with an accounting system and, since we use several Zoho products ourselves, we are looking to integrating Zoho Books for this purpose. The main goal at the moment is to provide a way to easily create invoices in ZB for appointments marked as completed (=doctor visit has taken place) in tuotempo scheduling system.
Close a sales order
I have a sales order that is partially invoiced. I want to close that sales order, but not delete it (that is, i want it to show up, just as closed). I don't see a way to do that. Am I missing it somewhere? Thanks, -Tom
Split Deposit between taxable and non-taxable sales?
I have a deposit for $1,000. $900 of this was for non-taxable sales, the rest was for taxable sales. We do our invoicing in another system (not ZB), so we just record the income to an account. How can I split this deposit so my sales tax payment calculation is correct? Or do I need to do an adjustment "generating the tax due"?
Query
Dear Zoho Books Support Team, I have a following query 1. Can we able to restrict the generation of invoices for the customers who has not paid the previous invoices. 2.I have a branch in another location and registered with New GST for the same as well.Can I able to configure my branch location with GST in my current zohobooks account. Thanks Suresh
Update contact through php cUrl
Hi there, As of example: https://help.zoho.com/portal/en/community/topic/create-contact, now I would like to update a contact, using php cUrl in my third-party script. But I keep running into errors. My latest example is: $contact_id = ''635815000000270001; $url = 'https://books.zoho.com/api/v3/contacts/'.$contact_id.'?authtoken=xxxxx&organization_id=xxxxx $data = array( 'JSONString' => '{"contact_name" => "Testbedrijf XX"}' ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch,
How to pass variable data to jsonstring?
hi I want to add contacts via API through online form How to pass the variable vallue? array( 'authtoken' => key', 'JSONString' => '{"contact_name" => '$comp_name', "first_name" => '$first_name', "last_name" => '$last_name', "company_name" => '$comp_name', "payment_terms" => 15, "payment_terms_label" => "Net 15", "email" => '$email_from', "notes" => "Online registered"}', ); should I put it as "contact_name" => '.$comp_name.', ??
Combine or group different item in one item with same gst percentage
Hi I am into IT business. On assembled pc we buy different parts like hdd cpu etc and assemble it. What I want is, I want to group all such stock into one item (one cpu) and bill it as one item and one price on Invoice. with this, each items in that group
Item Related
Hi Team We are planning to go for Zoho Books and we downloaded trail run . But we are not able We are not able to update the stock automatically , when we tried to import item Item Tags does not exits What is the use of reporting tags ? When we are able to do a transaction in SAP all the transaction goes to Banking module but in Zoho we are not able to find the transaction Looking forward for your valuable reply . Kindly do the needful
ICICI Bank (Corporate) not connecting with Zoho Books! Help!
Hi there, Our corporate account isn't connecting. Error: zb.banking.yodlee.error.402 Please help -- it's urgent
bill from several adresses and countries
Hello, We are a small organization but we have several location (one in each country we are based in). To make invoices, zoho ask for details about where we bill from but I would like to be able to send bills from different adresses, is that possible?
Estimate Email Placeholder limitations - can we get more placeholders?
Hi, When are customer receives their estimate, they see the big price in red jumping out at them. I would rather a customer saw the title for their item, for example, if we are making them a guitar, it would have the title for their guitar, and the price might be below it. How can we get more placeholders? Warmly Todd
Email templates
Can we please have the option to insert a placeholder in the "from" fields of email templates. Many different people within an organisation create invoices, purchase orders etc & any queries should be replied to the salesman / buyer ! Even though the body may contain the following ... If you want to query or confirm the order then please notify the buyer - ${PURCHASEORDER.CF.Buyer}@£$%£$%$%^$.com The recipient normally chooses the "reply" button (ignores the above) & has to be forwarded every time
Item
when we will import the data, stack will not cm automatically,that time it will showing error like 'GST does not exit'.
Reports
what is meant by reporting tag and what is the use of it? how many types of forms are there?
Loan from partner
I am in the process of setting up the books for a new company and one of the partners has spent money on many of the upfront start-up costs and we would like to convert that to a loan from a partner. How would we go about setting this up in Zoho Books? thanks, Rob
dlink computech ihave already updated gst manually from site
I have already update fist time but now connecting error all process gst ok but now error
internal currency exchange
i got from client usd in my bank . then i used someone to exchange this money for me to cny ( basic currency ) how do i mark it on the system in a way to decit the usd and credit the cny?
how can i add income in another currency?
my main coin is CNY, but client send me USD. how to add it?
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