payment paid to vendor via employee... how can i record the payments
Hi examples transferred Rs.10000 to our employee to make payment to our supplier/vendor The vendor issued bill Rs.9000 and paid the same. The cash in hand Rs.1000 then how to can record the payment details in zoho books against the bill.
How to add rows to a workbook using the ZOHO API's
Hi, What i'm trying to do: - I have a spreadsheet in my account - I want to add rows to that workbook using the Zoho API's. Im not able to find the correct API that lets me do this, and i have not been able to find any example related to this. Please can someone help me achieve this. Thanks.
Zoho Books is now integrated with Zoho Reports
Hello everyone, I'm really excited to tell you that the integration between Zoho Books and Zoho Reports is now available for all the editions. Now, it's easier than ever to create custom reports, and more importantly, turn plain data into actionable insights. With this integration, you can: access 70+ readily-available reports create custom reports blend data from multiple sources to get the complete picture of your business get presentation-ready charts and graphs. You can start using the integration
What is Retainer invoice? please explain clears
Hi, What is Retainer invoice? please explain clears
Recurring expense doesn't show on report.
Hi, I Will entry Rent, Employee salary, It & Internet Telephone expenses, travel & manymone in to recuring expense, let them repeat every month. but this expense doesnot show on report like profit & lost. please do the need ful for it. Thank you, Raj Rajinc
While recording the payment
Hi, While recording the payment in that it shows row amount withheld (what is amount withheld means). Thank you, Raj Rajinc
Enhancements in Account Transactions Report
Hello Everyone, As part of continuous improvement to our reports, today we've made the following enhancements to our Account Transactions Report. 1. Support for Multiple Accounts: Instead of choosing a single account, we now made it possible for you to select multiple accounts to generate the Account Transactions report. This will give you more visibility into the information you're looking for. 2. Group By: You can group the transactions by 'Account Name', 'Account Type', 'Transaction Type'
UK VAT adjustments
I am just transferring my accounts over to Zoho Books from another system and cannot get the VAT reports to match what I have actual reported to HMRC. I need to make adjustments to ensure they match in Books. I've read I need to adjust in Journals but must have my dunces hat on as it isn't allowing me to make any changes. In process of easy points, please advise how I can do this. Thanks Dawn
Online Payments fees ?
Any updates on this feature? I switched from another invoice software to Zoho, which is better in every way except that the other software allowed you to set a fee to be added to PayPal payments. I have PayPal switched off in Zoho because I don't want to lose 2.9% per transaction. Most invoice software has this ability, this is a glaring omission. Thank you, RAJ Rajinc
Newbie Question
I am new to Zoho Books and am hoping to use it to automate my invoicing. Let me see if I can explain what I need zoho books to do. I'm sure it will do what I need, I am also sure that after staring at the screen my brain has shut off so any help would be great! I have customers of mine who send in reservations for a hotel I work with as a booking agent. Each of my customers needs to pay an amount that varies from reservation to reservation. The reservation is tracked by name, check in date, and
Problema con contactos
Buenas tardes. Tengo un problema, los recordatorios no se envian porque me dice que no hay contactos para la factura, pero la empresa tiene cargado su contacto. Todas las empresas tienen cargado eso pero no lo toma.
Error on payment invoice
Getting this error when trying to charge a credit card via PayPal: Looks like there's a problem!We are unable to process the payment at the moment as "The type of transaction is not supported by the merchant country." Ireland is the Merchant and New Zealand is the paying country. Should work. Why is this coming up?
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
Delete an organization or change its name
In Zoho Books, how can I Delete an organization or change its name? Thanks.
Recurring Invoice
I found this out the HARD way by having Zoho Books charge my clients early (even though I asked Zoho and they told me differently) but when you use the Create, Send, & Charge feature with Recurring Invoices the charge is automatic on the day the invoice generates, not the due date. I would like to see the option to pick a charge date, or have Books give the option to charge immediately or on the due date. A lot of times even though the amount doesn't change clients like to see the invoice early
I have small doubts like if I pay bills through bank & how should i record it.
Please help with this & also for the I pay bills through cash & how should i record it.
I want convert expenses into bills is it possiable to make..
While creating expenses,recurring expenses i want the option of convert into bills because our monthly expenses like: 1.Rent expenses 2.IT & Internet 3.Meal & Entertainment 4.Travel 5.Hosting 6.Repairs & Maintainance 7.Office suppiles 8.Printing & Stationary 9.Electricity 10.Advertising & Marketing 11.Technologies 12.Telephone expenses 13.For softwares 14.Salary for employees 15.Employee salary advance etc. I have small doubts like if i pay through the bills by bank & cash how should i record it
Templates for budget syncronised?
Hi, We know there are 2 ways of creating budgets from ZOHO CRM. There is the CRM way and the BOOKS way. We are using the BOOKS way but we steped into a problem. Sometimes we have to change the budget template and there is so timelosing to change it we have to go Zoho Books, look for the budget and then change it. Is there a way to syncronize the CRM budgets template and Books budgets templates? Or at least a way to use CRM templates over Book budgets. Best Regards, Julen Durán
Uploading Signature Image for Invoice Template and Adding Payment Information
Two issues: 1) On the invoice template, I want to append signatures image along with name and other particulars of the authorized signatory. I could not find a signature upload button on the invoice template, and was unable to upload the signature image through the email templates menu. Please help. 2) Since Zoho does not provide a template for issuing receipts, we are using the invoice templates for this purpose. Is there a way I can insert information about payment details such as cheque number,
Adjuntar Factura desde mi equipo
Buenos Días, quisiera saber si alguien me puede ayudar con este tema. Soy de Argentina. En mi empresa hacemos factura electrónica. Estoy comenzando con Zoho Books, y tengo ganas de importar las facturas que emite mi Sistema de gestión en Zoho books, el problema es que cuando le llega el email que envía Zoho a los clientes, llega la factura que emite Zoho y no la que emite mi sistema de Gestión. Puedo yo reemplazar esa Imágen por la factura correspondiente? saludos y muchas gracias
Zoho Project & Books Integration
Along with Books I'm also a CRM+ user so I have Projects as part of my subscription. I have the integration enabled and can definitely send some details from Projects to Books however the integration is pretty minimal at this point. If there any plans to enable things such as: Role Rates - in a project I may have an Engineer, a Consultant, etc. each role is a different billable rate. I don't see a way to may this happen in a project that would translate to invoicing the customer in Books Billable
New Tax in India: Krishi Kalyan Cess
Dear Customers, If you're a business owner offering services in India, you must have come across the new 'Krishi Kalyan Cess' which was introduced on June 1st, 2016. The Krishi Kalyan Cess of 0.5% is to be applied to the total invoice amount which you'll charge your customers. This is in addition to the already existing Service tax (14.0%) and Swachh Bharat Tax (0.5%).The proceeds of this new cess will be used for financing initiatives relating to improvement of agriculture and welfare
Can't enter applicable tax rate on items
I'm new to Zoho, and am trying to set up my items. I have three different sales tax rates, depending on how the sales items are classified. The documentation clearly describes how to do what I need, but my item screen does not have the option to assign one of my tax rates to the items. What am I missing?
Importing invoices from excel into Zoho Books ... Weird experiences ...
Hi, This is a "newbie" question. Checked the forums & faq's with no success and hence this question. We are trying to import invoices from excel docs into Zoho Books. We downloaded the sample-file and imported it successfully. (https://books.zoho.com/common/import/sample_invoices.csv ) Then we tried changing the data in this sample file (e.g Invoice-Date field). A subsequent import fails. (see attached doc). Basically complaining about un-acceptable format. (strange, since we did'nt change the
Create paid invoice and send to client
Hi, I am trying to create a paid invoice through API. I set the balance to 0 and tried setting the invoice status to paid as well. Is there a way to do this without calling payment API as an additional step. Also I am not able to send the invoice email to the contact even though the email id is set in the contact in zoho books. I tried adding the contact_id in contact_persons and it complains of invalid id. I have marked send = true in query params when calling the API. I also get this error message
IMPORTANT: Contacts being deleted
Hi, We are having a big problem. With some costumers when we get into theis books profile at the CRM Details section a big message appears saying the following: EL CONTACTO SE ELIMINA DE ZOHO CRM (Conntact will be deleted on Zoho CRM). And when you get to the CRM again the contact has dissappear Please we are loosing costumers account !!! Regards,
Wells Fargo Bank - Incomplete Account List for Import
I have a bank account and a credit card with Wells Fargo. I give the proper user and password to login and sync my bank account, but the credit card is not listed as one of the accounts to sync. How can I get my credit card to provide the feed? Thanks
Big promblem with recurring invoices
Hi, All the recurring invoices of this month are being created with a non consecutive (apparently random) number. For example. Last Month: FA16-01188 This Mont: 1467347081839 This is a very important issue for us. Why is this happening? How can we fix it? Regards
Zoho Books/Financial Suite and Zoho CRM Integration
I have the Zoho Financial Suite integration turn on in Zoho CRM. Things like products, and client information seem to be syncing on their own just fine. However I noticed that when an Invoice or Estimate is created in Books it doesn't seem to show up in CRM on its own unless I click the sync icon on the CRM Account screen. Is this normal behavior or should Invoices/Estimates be showing up on their own?
Monitoring future cashflow
Hi Our business involves getting better energy prices for businesses in the UK. Companies generally take out yearly contracts and have to review them up to 4 months from the end of the contract depending upon the supplier. We negotiate a new contract at that point. Our commission is due when the new contract starts and we can get paid anything up to 2 months. Therefore we are always having to monitor our future cash flow from the sales that we have made. We currently do this in CRM by using a
Cannot make expense refund because the vendor's currency is not the same as base currency
I am trying to create expense refund. My base currency is CAD and vendor is USD. So when I pay to vendor I need to put in my base currency CAD, but if I try to create expense refund I cannot because of the " The customer's currency does not match with the base currency or the currency used in the transaction. Hence, this transaction cannot be recorded." I cannot create refund in USD and I cannot change vendor's currency. So what am I supposed to do?
How can I record a loan?
I have received a loan from a vendor for $5,000. How do I enter this correctly in my bank? I will be paying it back with interest. Only thing I can see is to enter it as a deposit- but then it appears I am either depositing owner equity or else it looks like income. If I enter it as owner equity deposit, how can I record the payable expense correctly? . . Please help.
mULTI CURRENCY
HI sometimes my customers pay me in different currencies: USD, JPY, CAD, CNY... HKD... how can I set this up in my system? Thanks.
Invoice a project in a different currency
Hi, I've integrated Books into Projects. When (from inside a project) I use the Invoices & Expenses option, I'm not able to select a different currency. It seems it's linked to the base currency I've in Books. I definitely cannot change my base currency in books, I need it as it is but also need the ability to change the invoicing currency when made from projects.
Quickboos and zoho data conversion
Dear Zoho Books I am looking to try Zoho Books and have a backup copy of my Quickbooks Pro Data File - QBB file format. How do I convert this to a usable Zoho file. I am new to Zoho and have limited computer experience. Thanks Wesley Boz
Employees leave provisions
Hello there, We are using accrual basis model, however I have to accrue the annual leave provision for the employee in a monthly basis. So could you let me know how can I handle such transaction in zoho books? Thanks Abdulrahman
Vendor invoice billed to customer
Hi, if I receive $100 invoice from a vendor, and I bill the customer $125 per 25% fixed percentage flow-through arrangement, how can this be set up in Zoho Books?
How do i link an imported estimate to an imported invoice.
Hi, I'm looking to find a way to link the imported estimate to the imported invoice. When i import the invoice, i need to import the same amount as "payment invoice" and then the invoice become "payed". But the estimate stays as a draft. Is there a solution for this ? Kind regards, Sidney
What is the best order to import old accounting ?
Hi, I'm looking to import an old accounting to zoho books, what is the best order to import so that an estimate / invoices / invoices payment are all linked ? Here is what i've done and doesn't work : 1 - Import CONTACT. 2 - Import ESTIMATES with the same "Customer Name" label in order to be linked (this works for the customer link, but doesn't work on the "Estimate Status" label because zoho change "invoiced" to "draft"). 3 - Import INVOICES with the same "Customer Name" label and "same "Total"
Cannot get the list of organizations
When I make a call to https://books.zoho.com/api/v3/organizations?authtoken=<authtoken> the response is {"code":2,"message":"The request passed is not valid."} What can be wrong with the request above?
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