Ability to add a new contact on the Imported Statement Lines / Matching Transactions in Zoho Books screen
As things stand, if you have a new contact to match with, you need to go into Contacts / New Contacts on a separate screen. I want to be able to add a contact on the fly.
Exporting Data from Quickbook to Zoho Book
Our client is planning to shift from Quick Book to Zoho Book, may we clarify if Zoho book supported exporting data from Quickbook and migrate the same to Zoho Book?
How to delete invoices that have payments applied?
I am familiarizing myself with Books. I created 2 invoices and applied payments. Now I need to delete the payments and invoices. How do I do that?
How to refund a customer whose balance is in credit due to invoice overpayment
I have a customer whose account balance is in credit by a small amount due to an invoice overpayment. I understand how to issue a refund by raising a credit note but the account is already in credit so this scenario is a little different. Please can you offer some guidance on how to record the transaction? I would like to issue the refund by bank transfer if this is relevant. Simon
Record 1 payment to pay multiple bills
Hi, I have a vendor that sends multiple bills each month. When making payment, I write out one cheque to pay for the total of all bills each month. How do I record 1 payment for multiple bills? Urgent! Please respond ASAP thanks :)
Dates shown in record payment section.
Hi there, I think it would be a great idea to have "Invoice Date" & "Due Date" displayed in the "Record Payment" section of Zoho Books under the "Invoice Details" section. I would find it quite helpful as I am sure others would too.. Cheers
which the best?
which is the best e-book reader?????
Reminders by customer
I'd like to be able to set reminders by customer. In other words, some customers get reminders and others don't based on a setting in their contact record.
import zoho invoice to zoho books
how import information fron zoho invoice to zoho books
Zoho Books - Matching Banking statements and payments in multi currencies
I'm issuing invoices in multi currencies. How to I match these payments with the Banking transactions? I've used the correct exchange rates and recorded the bank transaction fee to give the exact matching payment to the statement value but because the payment is recorded in EUR and the Banking transaction/statement is in GBP the system doesn't seem to be able to associate them together. How do I overcome this? Thanks
Adding a Receipt to an Expense
I want to scan a receipt and then attach it to the expense/bill. How do I do that?
Invoice number range
I'd like my customer billing invoices to start with a big number like invoice # 5010030010; so I can search for a certain invoice by the invoice #. How can I set this up?
Delete Interest Inserted during Bank Reconcilation
I added an interest line item during the reconciliation (IN ERROR) -- where do I find those transactions so I can delete them.
Change User Contact Details
How do I change the Contact Details for a user, when I select: Home > Users I only have limited options, I can't change or set the users Phone Number
prob with importing bills via csv
dear all, when importing a bill file in csv i get always this error message: Account : The value for this column is either incorrect or it is not the expected value. anyone can help with that? the contacts are created and even when trying export bills and import the new ones it did not take it
timer
Hi Is there any way of adding a timer that you can start and stop for a project instead of guessing or using a third party app then entering it manually into zoho books? I need something within zoho books. Thanks
Change classification of an expense
Hello. I need to change classification of an account, from Expense to Cost of Goods Sold. When I edit the account, I am unable to select the account type. How do I make this change?
Project profitability
We currently use Zoho CRM and we are looking to see if the Zoho suite of products will help us with our project management requirements too. we are a contracting company doing architectural metal work. we have some of our own products that require stock. our ideal is to have one system that does CRM, Project management, & Production management. we need to be able to pull off a report on any project at any time and see what it has cost us to date in time spent, inventory used, and supplies ordered.
Problem with record payment
I have four bank accounts (in three different currencies) however when I try to record a payment only two bank account display in the "deposit to" option. Please help
Can you add "attachment" function in zoho books?
1) If we collect cash from client, so attachment function is useless for us; but sometimes our client online transfer money to me, or using ATM machine transfer, or using credit card transfer payment, in such case we must receive his BANK SLIP PROVE before we record payment. So, the attachment function play a big role!! It is time-wasting to type the bank slip reference number one-by-one as all the bank-slip number are very long. Due to not waste time on typing, now we store bank slip in google drive,
PayPal link goes to older invoice
The PayPal link being generated in my email links to an older invoice that has already been paid. This is being generated automatically. I even deleted the invoice and tried again - not working. Anyone else seen this?
Paypal payment not showing in Zoho Books
Yesterday a client paid with Paypal. Zoho Invoice sent me a notification of the payment (along with email from paypal..). However, the paid amount is not showing up as a payment on the invoice in Books. How come?
What is the proper way to mark Money In? Invoices and Deposits, can they be merged?
What is the proper way to mark Money In? Invoices and Deposits, can they be merged? I have one deposit and one invoice payment causing double income.
overdue invoice summary
Hello. I know that something similar to what I'm asking can be done in Zoho Creator, so I am hoping it also can be done in Books and I just haven't found the option. Once a month, I'd like a summary of outstanding invoices emailed to me. Just a simple report, sent as an email to my account, looking something like this. ---- [Company] [Date] Outstanding invoice summary: These invoices are overdue more than 45 days. [Invoice #1 - Big Store - $3000] [text for all descriptions clickable so I can
trouble deleting contact
i want to delete one of my contacts but when i try it says The selected contacts cannot be deleted because they were imported from Zoho CRM. why is this? we don't use the CRM system anymore, and i dont want the contact filling up my page if i make it inactive.
How do I edit a previously saved estimate item?
I would like to change the price and description on an estimate item I have? I don't want to add another item if possible. Is this possible, if so, how?
delete matched line
Dear all, Could you please tell me how can I do to delete a matched line? I matched an expense with the bank data imported, but it was a wrong match. I could not amend this action as I have an error message" Transaction(s) matched with statement line cannot be deleted." Please help me on this issue. Thank you N.
how do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanks
Edit or Delete a Task name in Timesheet
It seems the task names for timetracker are isolated within each account we have added in the project/timetracker area. So can we edit or delete the task names attached to these account individually. the pricing for us changes sometimes on our rates and need the task name to remian the same but the rate amount needs to change. How can we accomplish this? Thanks! Robert
What is the exact use of Credit Note?
Hi, Can anyone please explain what is the exact use of credit note? please explain with example. If I add a credit note and use that to pay a invoice, what is the double entry transaction for that? And how I am going to get paid in real? How I will entry the transaction once the payment is received? Please let me know. Regards. Swapan
How to make payments with defferred checks?
Hi, I nedd to know how to register payments with deferred checks from my own company. Thanks in advance
Report by item
I need a report by item. I want to know how many times an item was sold last year, and details of each sale. For example an item was sold 100 times last year. I want to know to whom, # of units, at what price to what customer, etc. Thanks.
Regarding customer advance/excess payment
Hi, I am using Zoho Books and sometimes my customer pays little higher than the invoiced amount. From the forum I came to know how to entry that ( from contacts with invoice payment option). I noticed that the excess amount is kept as credit. Now, when
Regarding Getting statement of my foreign currency bank account
hi, In Zoho Books, my base currency is SGD and I have bank account in USD. I was trying to see the bank account report in USD and print that but I was not successful. Can anyone help to get a work around? Thanks in advance. Regards. Swapan
Regarding partial payment of an invoice which I want to add in next invoice and send to the customer
Hi, I just have started using Zoho Books from yesterday, so apology for naive question!! I provide monthly payment based software service. Lets say that I have created an invoice for a customer xxx of $1000. But the customer has paid $900. Is there any way that I can add this due amount to the next month invoice I create so my customer can see his previous due and pay? I can understand I cannot add this to the invoice manually since it will be then double counted. Please suggest. Regards Swapan
Funds Transfer not matching
I have 2 bank accounts (Current & Reserve) I transferred funds from my current account to the reserve account. I have matched these transactions before, but now it wont match Both transactions show up on Zoho Books ready to be matched, but Zoho Books won't let me match them/
Bank feeds missing: HSBC Canada
I need bank feeds from HSBC Canada (both business and personal bank account; both biz and personal credit cards). I don't find it in the list of supported banks. Are you adding it soon? Who is your provider, is it Yodlee like Mint.com or QuickBooks is
Automatic feeds
For automatic feeds for bank accounts and/or credit cards set up in the system, here are my questions: 1. For banks such as HSBC Canada with a "security-token" login, it's impossible to have automatic feeds? 2. What is the frequency of automatic fee
How do you find a matched statement line?
Hi I have an invoice with recorded payment. I want to delete the recorded payment. But it says: Transaction(s) matched with statement line cannot be deleted. However, it is not matched to the correct statement line. Because the statement line it should be matched is currently showing as un-matched in Banking tab. I am struggling to find which statement line that the recorded payment is actually being matched to. Please can you advise if there is a simple way for me to find out which statement line
Batch match
I just imported about 1,000 lines from a credit card statement. Is there a way to batch update these lines to "match" an expense type? Thank.s
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