Adding money coming in to my bank
I need to add payments made to my bank account such as bank interest and misc. deposits that are not invoices. Where do I add this? It seems like you can really only add invoices...
Petty Cash in Watch list
is it possible to include what I have in petty cash, on my watch-list?
Lost customer for Zoho Books
Dear zBooks Team, I would like to bring to your kind attention that zBooks still does not have a good comprehensive support and quick starter. I saw a friend reporting about this issue and he had to move to Tally because of the same. Reference Thread: http://www.facebook.com/agni.sharman/posts/275923879090240?notif_t=like ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
Zoho
I just started using Zoho Invoice but now want to upgrade to Zoho books. That possible?
Credit booked as sales
When I bill customers, sometimes I record a payment to the invoice from the customer's credit balance with us. In this case, the credit applied to the invoice is recorded as "sales" in the sales reports. This is not right.
auditor is asking for a ledger
Our auditor is asking for a "ledger" of our accounts. How can Zoho Books produce such a document? I have searched the forums https://help.zoho.com/portal/en/community/search/ledger (no ref. to zoho books ledger) and the help docs http://help.discussions.zoho.com/searchin.im (no ref to ledger at all) Our auditor is asking for a ledger of our accounts. How can Zoho Books produce such a document?
Regarding Quickbooks into Zoho
Will Zoho allow quickbook fields from Invoices or Quotes showing markups but not on the final print out of an invoice. I don't want customers seeing our markups?
Books expenses with online feeds
I was wondering if it's possible to automatically import expense transactions from my credit card companies. Like what mint.com is doing: all my accounts are registered in mint.com and all transactions are appearing on my mint.com account.
How to edit erroneous/error payment entry?
I am trying to find a way to remove a payment made in error against an invoice. How do I remove payments?
undeposited funds
FOr some reason i have undeposited funds transaction. I want to delete it because I found how to make the Bank desposit. How do I find this transaction?
return of unearned income
A client sent us some accidental payments. I listed them as deposits to the appropriate bank account from unearned income. I have sent them a check refunding the amount of unearned income, but I can't figure out how to record this properly. PLEASE HELP.
PayPal As Bank Account?
Would you recommend listing PayPal as a Bank Account, I figured it would be a great way of keepping track of the paypal fee when someone pays via paypal, I can then just add it as a bank charge. Does anyone foresee any problems with this set-up?
paypal integration - zoho books
Is not working! configure payment, select paypal enter e-mail address then what please? many thanks
question - error -
Spanish: Mi pregunta es la siguiente, estoy probando la aplicación pero he visto esta situación y quisiera que me confirmaran si es un problema o es un resultado normal del sistema zoho books: En la imagen adjunta se observa una situación en la que he generado un gasto facturable a un cliente, luego de generar la factura al Sr. Erick Staff (cliente) obtengo dos resultados distintos (Imagen 2 ) y (imagen 3). En el Inicio de la aplicación (dashboard) observo mis gastos en una cantidad (500,827.80)
Best way to fix cash/credit account totals in Books that came from Zoho Invoice?
Hello, I am having an ongoing struggle with how to get my account totals in order. Here is my dilemma: I moved to Books from Invoice about soon after Books was released. Somewhere in my transfer process, I did not start my bank/credit accounts off properly in terms of amounts (starting balances?) so now when I am reconciling my two accounts each month, I never am able to properly use an ending balance from my bank statements because even though ALL transactions are accurate in my digital records
Contextual Gadget tie-in for Zoho Books?
Hi, the Google Apps Gmail contextual gadget currently displays Zoho CRM and Zoho Invoice contextual info - is there a way to somehow tell the contextual gadget "use Zoho Books for my Invoice lookups, not Zoho Invoice"? We would prefer to move to full Zoho Books (assuming it becomes a bit more feature rich) instead of using Zoho Invoice if possible. Thanks.
Planned service upgrade rescheduled for 18th Dec 2011
Dear All, We had planned an upgrade to Zoho Books on 17th Dec 2011. Unfortunately, we had to postpone this and now it will happen on Sunday, 18th Dec 2011 between 2:00 AM and 6:00 AM GMT. Apologies, for the inconvenience and thanks so much for your patience. Regards Prashant
Service upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Books on Saturday the 17th of December 2011, between 2am and 6am GMT. Zoho Books will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Books team
Can I change 'payment through'? I just have 'Cash' and 'Undeposited Funds'
There must be a way! Thank you
Subscription
I want to upgrade my account to keep trying for two months. There are still 28 days the product is excellent. I canwait for the day 30 to update my account? what would happen If the 30 day trial and have not updated my account? Additional want to know if I get the product for a year at the end of the consultation period will have access to my data? Is there any option to backup all my data?
how do i delete 100 contacts at a time?
thanks so much
How to add "payment mode"
In zoho books "add payment" part, there's a "payment mode" subtitle(under received date) with few payment mode choices. How do I set other choice? Another, what is the different between "payment mode" and "deposit to"??? Since both these have similar
search for an item for various invoices
I would like to search for how many and which invoices have an particular item? is there is way to do so?
Income showing Sales that do not exsist
Hi in my dashboard it is showing a -income amount. When I click on that is shows a report that has -3348.12 in Sales, supposedly this is an opening balance but when I go into the opening balances it is zero. How do I clear this amount
Billing invoices and Expenses
Is there a way to invoice my clients from the expenses added to books. What I would like to do is once I get a bill to pay this needs to be invoiced to all my clients. So 120.00 needs to be invoiced to 4 clients as $30 each. It seems you can only bill 1 person when you add an expense.
Problem with estimate and invoice templates.
Does anyone know how to keep the formatting that is preset in the templates. For example: I have customized my estimates to include oue website as well as our phone number. The problem that keeps occurring is that when I add the new line it becomes double spaced while all others above it stay single spaced. I cannot seem to get this to stop happening. It looks bad on final document. Any help would be appreciated. Thanks, Bobby
How do I apply a credit from a vendor?
To further clarify: I ordered something from a vendor, paid for it with a credit card and then realized the payment amount was incorrect. So the next day the vendor credited the difference back to my credit card. How do I record that transaction against that vendor and on the credit card so my Zoho Books matches my credit card statement?
Custom tracking column
Is it possible to add custom columns to invoices. For example: We publish a magazine and need to track sales and expenses per issue. On invoices we can invoice for multiple issues so each line needs a separate tacking field. Have a look at the way that
Importing data
I would like to use zoho books but first, I need to make sure I can import my database from MS Accounting 2007 in order to keep my company's financial and accounting information in one place. How is this possible??
Credit Notes - Collecting Forgeign Money
Hi, we collect foreign money and therefore charge the client a fee. If I create a credit note and deduct a fee in it, I cannot add a payment. If we separate into invoice and credit note it is not possible to apply the credits to the invoice because the amount of the credit note is higher then the amount of the invoice. Any work around ? thx JS
Is Zoho Books down??
I'm getting a '500 internal server error notice' with no access to books?
Recurring invoice expiration
Our company is doing rental business. I have used recurring invoice to generate monthly invoice for our customers, but there is no notice to my email or anywhere that a recurring invoice has or going to be expired. Is there a function that I could set, say a month before the recurring invoice expire, then I could contact my customers for contract renewal? thanks
Recent UI changes in Zoho Books
Dear Customers, Thank you for using Zoho Books and for your continual support to us. Following are the recent UI changes to the Zoho Books application : (List-view enhancements) QSB (Quick Search Button) is replaced with an advanced "Search" option. Sorting function is added to the headers itself. You can click the header to sort the data. "Reference field/P.O #" field is unexposed in the list-view page. Data entered within the fields could be viewed in the details page of each entries. Filters are
Generating Paypal payment link manually
Hi, we'd decided to create our own paypal link in the invoice that we're sending. 1 question and 1 problem. first, the problem: when editing the invoice notification email is supposed to be like this. https://www.paypal.com/xclick/business=email@address.com&item_name=%CustomerName%& item_number=%InvoiceNumber%&amount=%Total%¤cy_code=USD but everytime when I'd saved the template, the last holder that is the currency code will be changed to "¤cy_code=USD" instead of "¤cy_code=USD" secondly,
Begenning balance
When I try to reconcile my account, I am off the amount of my beginning balance. When I opened the account, before I knew Zoho books so I just used Owners Equity instead of going to settings and filling out the opening balance sheet. Now I can not change that and so therefore my account wont balance. Any suggestions to how I can fix this without having to reenter a new account and start all over?
Terms of Payment: Customized field
I offer services that require 50% upfront deposit and the remaining balance due upon completion of project. Currently I can only select a calendar date. It would be great to provide a customizable field for such instances.
Where is my saved Doc in Books?
Where is my unfinished saved reconciled bank account?
Zoho Boooks for a financing start-up
I manage a financing start-up. I have to manage my assets: loans given out to our borrowers, and the liabilities: loans received from lenders. We need an account management solution that provides us the following: 1. total outstanding amount 2. cash inflows and outflows expected at the end of every month 3. interest income accrued 4. interest expenses accrued The following parameters of the loan need to be considered for managing the account: 1. amount 2. interest rate 3. tenor 4. repayment frequency
Name sorting bug
under recurring invoice, I have my profile name starting like suite 02, suite 03....... suite 99........ I have recently changed a profile name from suite 19 to suite 73, after that this suite 73 is always display first before suite 02 under name sorting.
How do i account cheque written to establish petty cash fund?
Dear friends, I am new to zoho and new to accounting concepts as well. Could some one help me to figure out how to account cheque written to establish petty cash fund. Thank you Bijoy
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