Zoho Books to CRM and vice Versa
We have 2 organisations in Zoho Books which we trade from. We also have 1 CRM that manages all of our client database. We want to produce quotations, sales orders, invoices etc. The way we want to work is the following Setup lead/potential in CRM Create estimate in CRM Convert accepted estimate to sales order in CRM Convert sales order to invoice in CRM All seems fine but as we are using dual companies, is there an option for me to select which organisation we need to apply the invoice to, as it
What's New in Zoho Books- April 2017
Flowers outside are beginning to bloom, leaves are starting to grow, but that’s not all that’s green in April. We at Zoho Books bring you a bunch of fresh new additions this spring to enhance your experience. So buckle up, and read on. Zoho Books - Zoho Checkout Integration In the month of January, we released Zoho Checkout - an application through which you can accept online payments for your business through personalized payment pages. This month, we have integrated Zoho Checkout and Zoho Books
Is zoho books future (GST) ready? is it good decision to get paid version?
hi, my trial of zoho completed. now i am in confusion that is it good to go with zoho books for a running accountings? i am asking this due to some restrictions / lack of standard features in ZB. some features which is necessary in india which lacks in zoho are - No space for customer TIN number ( This problem is solved,it has workaround in zoho books ). No standard TAX reports. No support of corporate current accounts ( I have central bank of India's corporate current account, and its not supported
Bills to receive
I need help with respect to accounting standard account in the Accounts table "accounts receivable" or "accounts payable" I want to put sub-accounts as accounts receivable or payable are many accounts of several clients or vendor accounts I customers in the accounts in the trial balance I need it is organized for example: buying on credit from a supplier name (rossano) -> on the balance sheet has to come accounts payable sub-account credit rossano 1000 and debit goods (inventory) Is it possible this?
Director's Loan Account
I am trying to set up a Director's Loan Account, which our ex-accountant used to use in our books, but I am having trouble figuring out how to balance it. Could someone please give an example of how one would manage a Director's Loan Account, such as: 1. Create the account in the Chart of Account - under which category? 2. Record an entry whereafter the company owes the director money. In my case this would be something like an unpaid salary. 3. Record an entry for the director withdrawing the money
How to record advance payment made for a bill?
Hello, Kindly help me with this - I have placed an order with a vendor and I have made an advance payment towards that. How to record this? I have recorded this as an expense now. I have the order delivered and I have to make the balance payment. How do I record the complete bill and the advance payment made and register the balance to be paid to that vendor? Similarly let me know how to record advance payments I receive from my customers. Ideally, there should be a feature in the 'Bills' tab to
Issue in user role
Hi I have created a new role with 'view' access to invoices & bills. But, upon logging in through that ID, I find that there is create, edit, delete access also. Please support. Regards Suraj
How do you calculate your aging dates?!
How ARE you guys calculating these dates?! Click on the Aging Details By Invoice Due Date report. I have invoices in the future which you say are over a YEAR old?
Api response for invoices
Invoice custom fields aren't returned but line item custom fields are ?????
Bill Payments via Personal Account
Hi, My USA LLC company accounts in USD, but I am personally based in the UK and use GBP. I have suppliers in the UK who need paying in GBP. In order to pay supplier bills, I used PayPal to transfer USD from the company checking account via the company PayPal account (USD) to my PayPal account in GBP, which attracted a fee and was converted at 2.5% above the base rate. I then withdrew the GBP funds from PayPal to my personal bank account and sent them to the supplier via direct bank transfer. How
Existing PRO Customer, got questions
Hello, in payment received we want to have two drop downs , but in your custom field only one drop down I'm able to create. So can I edit the options in drop down of - PAYMENT MODE ? I want to add those to payments mode drop down - Hand Cash Udio Online Payumoney Online Paytm Online Paytm Wallet Check NEFT/RTGS/IMPS Payumoney POS Axis POS And then I will simply have one custom drop down added for PAYMENT TYPE - Installation Rental Router Accessories So in reports, can we have a column
Why does the Wepay integration not show bank transfer?
When you use square, it automatically enters the bank deposit as a transfer out of the clearing account to your bank account. This is as it should be. When you use wepay, you have to transfer each deposit manually using the "transfer to another account" option. How can this be automated or fixed by zoho.?
How does one account for deducted TDS from a clients invoice amount?
Hi, When a client pays us, they deduct 10% as prepaid tax. How do i make sure this does not stay as the client's liability and is treated as deducted tax at the time of generating tax reports?
Issue with HST Retun settings
I am not sure why anyone is not talking about this. So zoho books calculate HST quarter based on your company fiscal year. But for CRA quarters are fixed. Jan-Mar, April-June, July-Sept and Oct-Dec. So for my company fiscal year is Sept-Aug and Zoho books is creating quarter as Sept-Nov for CRA I need quarters Oct-Dec. I like this product and can not use it and this is big reason. Any one else have same issue ??
Create item with api
Help with the following would be greatly appreciated ..... // get & copy existing item details... var itemID = "###############"; var itemArray = []; var url = 'https://books.zoho.com/api/v3/items/' + encodeURIComponent(itemID) + '?authtoken=' + token; var response = UrlFetchApp.fetch(url); var obj = JSON.parse(response.getContentText()); for (var i = 0; i <= obj.item.custom_fields.length-1 ; i++) { if (obj.item.custom_fields[i].label == "Bay") itemArray.push(["Bay",obj.item.custom_fields[i].value]);
Filtration of written off invoice
I need to calculate total amount of payments received for all the bills which have been created in January 2017. Some of the bills which are created in January are partially paid in feb and march. some of the bills are written off as well. How can i achieve that amount
ZB: Mobile on Droid -expenses
Was so happy to load up Zoho Books on my mobile today. Droid specific. As a business owner, I wanted to categorize my uncategorized bank transactions. The navigation to this was great, however, I could only see amount and date of transaction. from the get go, it asks if it is a transfer/expense/vendor payment. i have no clue. need more info. Even when I select expense, I then ~only can see the amount and date--not even the description to help me navigate what i'm looking at. Can you expand that ability
Billable Expense "markup"
I order parts for my customers and "resell" them once in a while. Although the expense bill to customer is cool, it doesn't account for my time or any markup, or interest I might pay on that product before the client actually pays. It would be nice if there was a way to edit the expense such that I could apply a "markup". Thanks! Sean Garland Garland Tech, Inc.
Docs
With multiple bills in one pdf file only one is read by the OCR so when we attach the doc to a bill & then find the other relevant PO's to convert to bills & select "Attach from Documents", select "All Files" & the scanned doc is not there, even a search will not retrieve it ? So any doc with multiple bills have to be downloaded & then re-uploaded to attach each time - waste of storage space ?
What is Zoho Books?
Hello, With Zoho Books, you can send professional invoices to customers and begin receiving online payments from them all from a single platform. It’s fast, powerful, and convenient, and helps regain control over the company’s finances and save more in future. For the purpose, you can rely on features such as cash flow statements, P&L, Balance sheets, and many more. As it is small-biz and midmarket-friendly, Zoho Books is relatively painless to afford. Another thing that is really specific about
Zoho Book API: Email not showing in my contact list when i create new using API
Hi, I am trying to create contact using books api. Contact created but i can't see contact email in my contacts list. I tried email, contact_email in api params but not working
Help! Help!! Help!!! "Unable to send message;Reason:554 5.1.8 Sender Address Blocked"
Hi Everyone / Moderator/ To whom this may concern, My Name is George; This is the 5th message i am sending to request assist from the moderator on my account. I noticed that i have been blocked from sending messages without sending any unwanted or promotional emails whatsoever. Please, Can you help me unblock my email, so i can reach my clients as this is my company email?? Email: info@bbmilleniumllc.com I am counting on your guy to help me resolve this effectively and swiftly, Thanks for your anticipation.
i dont have credit card then how could i pay for subsciption of zoho books.????
Dear sir, My 14 days trial for zoho books is over & i need to upgrade to paid version but in your system only credit card facility is available, but i don't have credit card then how could i pay for zoho books.???? Is there another facility available like pay through Debit card or Net Banking????
Estimate to Sales Order bug in sequence
When I issue an Estimate, I usually want to convert it to a Sales Order when it has been accepted. When I go to that Estimate and select Convert To Sales Order in the drop down menu it tells me only Accepted Estimates can be made Sales Orders. Ok, so I select Accept Estimate. But it then immediately creates an Invoice. It should not do that! The only way to then be able to convert the Estimate to a Sales Order is to delete the created Invoice, go back to the Estimate and again select Convert
Add Invoice link in Invoice module for webhook Trigger
Dear Zoho Team, Add Invoice link in Invoice module for webhook Trigger
Purchase Order to Bill
When a Purchase Order that I created with one of my vendors has been received and I want to pay them, I go into the Purchase Order and click Convert to Bill. But none of the information from the PO goes to the Bill. Am I doing something wrong? Shouldn't the item(s) on the PO be put on the Bill? I shouldn't have to re-enter items on the Bill should I? -Tom
How use filter and pagination during call Zohobooks API ?
Hi Expert , I am a .Net developer . I am using rest api to get/post data from/to Zohobooks . I have successfully get/post data. Now i want to add some filter during call get api as every time i am getting all data from Zohobooks.Below is example that
Integration of Zoho Books with Zoho Reports
When can we expect to see Zoho Books integrated with Zoho Reports? I think this functionality will greatly enhance the value of these two apps, especially in the areas of budgeting and forecasting. There should be a way to link these two apps so that you can share and explore financial reports so as to perform financial analyses.
Balance sheet implementation
Hi I need your help to implement in the report of balance and transactions of accounts plus two columns which is the balance due and the balance of credit because this balance is derived from the difference between the debit and credit. Please, this will be a great update for all users. In the same way that it has the "balance" column in the general ledger
logged on to books, blank page comes up
Hi, Logged onto books and blank page comes up. I am confused why this would happen. I have tried 3 different browsers and have turned off all blockers.
View report in Zoho sheets - macro option not available
When I choose the option to view a report in Zoho Sheets, Zoho sheets opens with the data from the report. The problem is that when the data from the report is transfered to sheets this way, the option "Macro" in Zoho sheets is not made available. Why?
Purchase order - Convert to bill
Attaching a document from docs - would be ideal if the Bill# was filled in as the info is there through OCR :-)
ERROR: Maximum Time reached of 15000 secs
Hi When executing a custom function in zoho books. For sometimes it fails to execute and shows the error ERROR: Maximum Time reached of 15000 secs What is the reason and how can I handle this? Because while automating it causes a inconsistent state. Need help asap.
Switched to ZOHO for new year; how to record unpaid invoices?
If I have invoiced in the previous year and now using ZOHO, I'm told payment of that invoice in the current year on ZOHO should be a manual entry. Assume CR Accounts Recievables and DR Bank Account, but I noticed the latter is not available as an entry in the manual journal section of ZOHO (I only see CASH entries for petty cash or undeposited funds...) Thoughts? Thanks in advance.
Tax Details print on invoice
Hi, I have created an invoice but there is no option to print my Company details on the invoice like VAT, Service TAX etc. also my address is not printed on the invoice. Do I missed something or I need to enable these features?? Pls Guide.
Invoice line Items
Up until 11th March the code snippet from the invoice module custom function lineItem.get("stock_on_hand") would obtain the correct value now it is returning nothing ??
Stock method "0"
Hi Team I need to create a method that when the stock is "0" it does not allow to make any sale or create invoice.
Journal Creation - Getting Error on C#
I am working on create Journal on ZOHO, it always say {"code":4,"message":"Invalid value passed for JSONString"} My sample Json string, [ { "journal_date": "2013-09-04", "reference_number": "7355", "notes": "Loan repayment", "line_items": [ { "account_id": "460000000000361", "description": "", "tax_id": "", "amount": "5000.00", "debit_or_credit": "credit" }, { "account_id": "460000000038079", "description":
login to zoho books and blank screen comes up
login to zoho books and blank screen comes up any solutions
Get all the invoices from a definite date
Is there any API to get all the invoices between xyz date to abc date. Like if I want to get all the invoices from 1st Jan 2017 onwards till now. Can I do this using any of the existing Zoho book APIs?
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