Upload an automated format
Hi! I'm new with the Zoho Book, i wish to know if I can upload a bunch of services providers to register my expenses on the projects, if I can, How willl be the fields in the format?. Thanks! Pedro.-
Matching Items
I had some items that I had to manually put in because they went through Paypal. They show up in the To Be Matched still. How do I clear them from that?
Downloading & Uploading
Hi We have been using Zoho Books 'Test" for quite some times. After around a month we decided to go for 'live' account. To my surprise, I found that they cannot activate the test account, which we have been using for the past one month. So they Zoho open
Unable to load csv file
Could you help me please. I try to upload csv file (timesheet) but it can't be done the mistake in data format. I tried to change it but the result is the same.
Bank Charge
Hi, I have an invoice with balance of 100USD. My customer paid the invoice via Bank T/T Wire. Unfortunately, there is 34USD bank charge which resulting me only receiving 66USD in my bank. When I enter the customer's invoice payment, I entered 66 USD with 34 USD in the bank charge option. However; I could not clear my invoice because it still says there is 34 USD balance unpaid. How do I record this transaction properly so that the invoice would show paid? Thank you.
Overwrite Tax Amounts on a Bill
I need to overwrite and change the tax amounts being calculated on a Bill from time to time. I could not find where or how to do so.
Continue auto-generating sales order numbers
Hi we have deleted 1 sales order mistakenly " example 020 " ......when we create the new sales order the number would be 021..... where we want to create 020 again. please help on this
Sync all emails generated in Books with gmail.
1. Is there a way to sync allt the emails from Zoho Books to gmail? Both in and outgoing. 2. Or do we have to use Zoho CRM to somehow have all the emails generated in Books, CRM (and gmail) "consolidated in CRM. Thanks
Nead help Two Warehouse
Hellow Everyone in our company we have Two Warehouse in two cites so i nead to separate the stock in two warehouses not one Thanks
Cheque value date is in the future
Hi, In our market, it is usual practice that we get paid by deferred cheques (Cheques to be collectable some point in the future), in this case we need to enter the journal with two dates, the journal date and the Cheques value date. In Zoho books, we only found one date that can be entered in all the forms. No option for such scenario. In this case, if we enter the date as the cheque value date, the client's balances when issuing a balance sheet and P&L at end of periods will not be correct. What
Need Help - Sample invice
Hellow Every one How can i creat Sample invice i mean i nead to give a customer one of our items to try it for free So i nead to do invoice that reduce from the stock on system and don't effect of sales accounts or Sales Reporting Thanks
multiple branch accounting
Hi we have 2more branches and want to add address on the invoice. how to add please guide.
Considering switching to Books // Subscriptions. Have some questions first.
1.) Is it possible to generate a cheque deposit slip? 2.) Can we print employee paycheques? 3.) Many of our clients currently pay us through Stripe on a subscription basis. Is there a way to have their subscription in ZoHo Subscription updated when those clients' cards are charged? (this is specifically because we don't want to hassle 200+ clients for their credit card numbers again when we import them into ZoHo) thank you
Printing voucher checks in Books -problems with template not aligning
We are trying after more than a year to transition off printing checks from QB, not looking good still... 1) We have 3 part voucher standard checks we have been using from same supplier for many many years no problems, we are not in the market to switch at more than double the cost. 2) The template does not allow us to align: -the check is printing 2 lines too far down -middle voucher is perfect -bottom voucher is 2 lines too far up Has anyone had success getting the print check
How to convert Client Purchase Order to billing
Hi I have received a Purchase Order from a Client. However I need to raise partial invoices for the same Purchase Order. How to set up this in Zoho Books
End of Day Processing
Hello, Our office has used Zoho for years, but up until recently it has been a small family owned firm. Now that we are larger I and I need employees to reconcile an end of day balance sheet. Does anyone know how to print a report that gives me 1) a grand total for c/c, checks, online payments, and cash for the day. 2) an itemized report of all of these to reconcile each day? Another problem is that we don't use Zoho to keep record of our bank accounting. We have an accountant that does it.
What's New in Zoho Books - August 2016
Zoho Books is always known to evolve over-time. In July, we've added a stack of new features and improvements to streamline your Zoho Books experience. Read on to know more about them. Financial Analytics Made Easy Recently we announced the integration between Zoho Books and Zoho Reports. With this integration, you can import all the data from Zoho Books and slice and dice the data, the way you want in Zoho Reports. Zoho Books add-on in Zoho Reports provides 75+ pre packaged reports and dashboards.
how to record CPF?
I am new here. How to record monthly salary(Expense) with CPF Contribution (Expense), CPF payable (liability) in zoho?
Windows phone app not working Zoho Books after update today
The app was updated today and now I get the login screen put in my info it will text me my code and then a white screen and does not load HELP!!!! Lumia 950 latest Windows Phone release as of today also 14393.67
Error occurred while processing transaction at the gateway
I keep getting this error when attempting to process a payment in forte.com. I'm processing an ACH payment, my user ID is cscanlan@integrityaccountinggroup.com. I contacted support yesterday but I haven't heard anything back. Thank You!! Error occurred while processing transaction at the gateway"
Deducting phone bill amounts from expenses
Hi, First of all thanks for making a great product! I have just started using zoho for our business and trying to figure out all its features. We have a bunch of drivers that we need to pay at the end of the month through an expense acct called driver expense. But since we provide them cell phones we pay a fixed part of the phone bill and the remaining is deducted from the driver's payments. Then the full phone bill is paid to the service provider through an acct called phone expense. We want
Gardner Bank doesn't work and Zoho Support hasn't helped me
Has anyone had success connecting Gardner Bank? I enter my us and pw and then it asks me a security question. I answer and then it says it is incorrect even though it is correct. I think the issue is that on the gardner website they ask you to choose you "picture" and the zoho site doesn't do that. Would love advice!
Incapaz de ligar a servidor SMTP:smtpout.mail.zoho.com Razão: a autenticação falhou:554 5.1.8 Sender Address Blocked
Incapaz de ligar a servidor SMTP:smtpout.mail.zoho.com Razão: a autenticação falhou:554 5.1.8 Sender Address Blocked email bloqueado. podem nos ajudar? nosso email do dominio @portalamazonia.com
Creating budgets from ZohoBooks using Zoho Reports
Hi ZohoBooks Support, Is there a way to create budgets from ZohoBooks using Zoho Reports? Would like to be able to create a budget by starting with editing historical data from Zoho Books and possibly show a customized report in Zoho Reports - ie. Actual Income Statement vs Budgeted I/S by month. Regards, Earl Rudolfo The Storytelling BeanCounter Numbers > Stories > Informed Business Decisions
Books API sales order created with item lines without rate have by default 0
I found that on your api. I can create an invoice from the api with item line without rate, in that case it will have the default rate i've configured for that item on the dashboard. But for sales order the default rate is always 0. Here a sample request : #!/bin/bash BODY=' { "line_items": [{ "quantity": 1, "item_id": "330148000000114045" }], "customer_id": "330148000000114143" }' ENCODED=$(php -r "echo rawurlencode('$BODY');") curl -XPOST "https://books.zoho.com/api/v3/salesorders?organization_id=XXXX&authtoken=XXXXX&JSONString=$ENCODED"
oooooops
Im having the same problem. Can't receive any email but I can send info@altamimibranding.com samer@altamimibranding.com
Delete an organization
I inadvertently created two of the same organizations while experimenting with "Books". How do I delete the one not needed?
Bank Balance does not Agree with Balance Sheet
I have a issue in that the current balance in one of my bank accounts, does not agree with the balance sheet. My base currency is AUD The bank account is a USD account and shows $35.56 which is correct. The balance sheet however shows the balance for this account as $531.94. I realise that the balance sheet shows balances in AUD, but accounting for exchange the balance should be around $50 or thereabouts. Can someone please assist me with what may be the issue. Thanks Jac
Can a job be associated to an expense?
I need to record some bills and associate different jobs to each bill. Is this possible to do in Zoho Books? Chanel
Does Forte Allow eChecks in Zoho Books
Does Zoho Books work with ACH/eChecks on Forte? In Zoho Subscriptions it shows it does but Zoho books only Authorize.net shows eChecks.
Disable Late Fees
I would like to migrate to Zoho Books. However, I'm not going to disable late fees on Zoho Invoice. I need this feature and I have several invoices pending that have late fees attached. Instead of asking me to disable, please fix your issues and make late fees compatible with Books. Otherwise I'm going to Quickbooks.
Payment at end of month
Hi, It is clear that many Zoho books customers are after an "end of month" payment term option - our organisation included. Xero and all other credible cloud accounting packages already offer this and feel it is an area where Zoho Books is very inflexible and should be addressed as matter of importance. I am also surprised that more users have not requested a credit limit option for when setting up contacts, which is also very integral to users offering payment terms to their clients. We would
SALES ACCOUNTING - BRANCH WISE & Bills - "Adjustment" & deduction details
Hi Question 1 : we have office in Karnataka & tamilnadu... we want to account the sales on branch wise Please note in purchase bill accounting there is an option : account" which can separate the bills branch wise. but in sales there is no option. Question 2: Bills - "Adjustment" is required on bills before Total Rs. Please note this option is available in invoice. Question 3: we received payment from customer against our invoice. invoice amount : 500000 payment receipt : 470000 tds deduction
Contacts are being Duplicated
When we set up a new account, add contacts and create an invoice in books, somewhere along the line the 1 out of every 5 new contacts gets duplicated. We have it set up so that you can not use the same e-mail address more than once, but its duplicating anyway.
Recurring Items in Invoice
Hi, How do we create a recurring items in an invoice? For e.g. we have 3 items in 1 invoice. Item 1 - One time payment Item 2 - Recurring every year Item 3 - Recurring every year How do we combine the items in one invoice?
How to cancel sales order without deleting invoice?
Hi, I have a big problem with Zoho Inventory. For example: Customer A makes an order. They want products X, Y and Z. I create the Sales Order and create the invoice, and send the invoice to the customer. The customer then calls to adjust the Sales Order.
Zoho Books: payment ID and in email
Is there a way to configure the payment ID as 12-digit integer? How to show the payment ID in the auto email sent out? Thanks.
Zoho Books: download all transactions
Is there a way in Zoho Books to download all transactions for a specific customer for say 5 years in history? I been looking and could not find it; I wanted all debits and credits in the subledger listed. Thanks!
Country list specific option/table in the Contact details page needed
(Posted in Zoho invoice fourms 2 years ago, I migrated to zoho books and still missing this VITAL FEATURE. PLEASE, include it soon) It is vital to have a country specific option/table in the Contact details page. We to be sure that the organizations we work with enter always the same value ( ej.UK) and they have not the posibility of enter other posibilities ( ej, United kingdom, GB , Great Britain and so on). It is important for two reasons: 1. We need to follow the sales to other countries.
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically.
Hi, In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically. Customer issues a PO. We enter the PO into a Sales Order or convert a quote into a sales order.. We should be able to set up workflow rules to do the following: 1. email confirmation to customer and attach Sales Order to email 2. email warehouse a choose a different sales order template attachment without pricing 3 email transportation a different sales order templete attachment with the
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