Help with Payment Processors
Those who've come over from QuickBooks will know that one of the benefits of that platform was the very large user community that could help with more than just technical questions. One of the things we get asked a lot is for help choosing a payment processor.
What’s New in Zoho Books - December 2022
Hello customers, We are approaching the end of the year; we hope it's been productive and fruitful for you. To ease your accounting needs this holiday season, we are back with yet another set of updates and enhancements. Let's take a quick look at what's
What's New in Zoho Books - April 2023
Hello, users, As we transition into the second quarter of the year, we wanted to make sure you're up to date on the latest improvements to Zoho Books. We've made some significant updates last month that will help you stay on top of your business finances
Possible to add multiple "quantities" to an item on an invoice?
I'm wondering if it's possible to put multiple quantity fields on one line item? I hire tech equipment, and I hire it by the day. I'm hiring out 4 speakers for 3 days. Ideally I would like to be able to put in the price for a speaker, and then put "4
information needed for adding my bank
· When adding the bank, Zoho asked for: o ‘Account code’ Your training module only gives the following simplistic, non-informative, unhelpful piece of info, but doesn’t tell one where to find or create it: o Account Code o A unique code used for identification
Zoho needs to change this: AP / AR accounts not accepted in manual journals
Can't import journals for AR and AP accounts sent via API. How can I post a transaction to AR or AP accounts via a workflow or webhook? Is there a workaround for this? A client of mine needs to send sales data to Zbooks, if this doesn't work then switching
Itemise Expenses: Please show the remaining amount
When splitting an Expense, it seems common sense to show the amount remaining after having entered the first item. Right now, what's shown at the bottom of the itemise section is ... the amount you've just entered. Why? I know what I just entered. I just
Uninvoiced Payment
Hello! I am having trouble wrapping my head around how to properly handle a payment I receive and thought I might ask other Zoho Books users. I do work for another organisation, like a contractor. I'll call that organisation "Company XYZ". I submit my
Bulk Update (via Bank Transactions) and 'Searching'
It's awkward enough, one can only reveal the transaction selection boxes when 'Categorized Transactions' is selected. However, if I then use Zoho's 'Search' box, the selection boxes disappear. Ultimately, one can only bulk update by scrolling through
Opening Balance in non-Base currency
For Foreign Currency accounts, why must I convert to the Base Currency by hand when I enter the Opening Balance? There's no option for automatic conversion. When I then go to reconcile that account, I find ZB has converted the opening balance back to
How Zoho is Supporting QuickBooks Customers in India
Intuit's QuickBooks has been serving many customers for quite a while. However, it announced its discontinuation from the market on January 31, 2023. The company declared that its products and services would not be available in the country. The company
Import Customs Duty and Shipping Charges should be part of CoGS, not Expenses in PnL
Dear Zoho Team, As per the accounting principles, the import customs duty and shipping charges for goods must be treated as Cost of Goods Sold (CoGS) only. But in Zoho books, when we are creating Bill of Entry, the customs duty + Additional charges is
Zoho Books Invoicing Issues
Recently we have noticed customers being charged for multiple months invoices rather than just the current month. For example we had an invoice raised in March to be charged in April which is correct, and then an invoice raised in April to be charged
How to account for a business expense paid for with a personal checking account?
A bill was created in Zoho Books for an invoice we received for marketing materials (appx. $1000). Then, the invoice was paid by accident using a personal checking account instead of the business checking account. The personal checking account is not
ZOHO BOOKS DUTCH
Hi there, To all Dutch BOOKS users... Do you have also problems that your bank (ING for example) doesn't support the BOOK feeds and doesnt support the CAMT 053 bank statements? (so I have to download as text...alter the text and ad - (minus) at the
Possible to add a custom currency?
I need to add a variety of currencies to Books that aren't listed when trying to add a new currency in the Currency settings. How can I add additional custom currencies? I'm okay with the need to enter exchange rates myself whenever needed. This is specifically
Customer Statements
Hi, Is there a way to exclude paid invoices from the customer statements?
What's New in Zoho Books - February 2023
Hello users, We're back with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month. Auto-Categorize Transactions Using Transaction Rules We introduced Categorized Transactions for
Custom button in list view - how to get selected rows in custom function?
I want to create a custom button in the contact list view. The user will be select one or more contacts and take action through custom button. I would like to know how to get selected rows in the custom function associated with the the button.
How To Update a custom field on an invoice
Hello Zoho, For integration with a payment provided I need to pass an amount in cents without currency. To accomplish this I have done the following steps. 1. Create a new custom field "totalcents" under Preferences >> Invoices >> Custom Field with default
Recurring invoices - Skip auto-charge or change payment method for upcoming invoice
When there is a payment method associated with a recurring invoice, there should be such an option to skip one time auto-charge or temporarily change the payment method. I can see that many times although there is a default payment method active (as for
Banking feed
Hi, 1) I don't think it's very clear if automatic banking feeds support Bank of Baroda or not. I was able to connect to it but it does not fetch the feeds automatically. Could I get the answer if it's supported or not? 2) What is "Add bank accounts manually",
Tracking multiple property accounts owned by one person in Zoho Books
Hi, Sorry if the title sounds a little confusing! And apologies for the long question! I run a property management business and manage property complexes/condos. I manage the communal fees for the owners. My problem is tracking owners that own multiple
Change default template for estimate (not email or pdf template)
Hello, Looking into making some custom templates in Zoho Books for the sales team. When they click on a deal and go to make an estimate I would like to change the table below to include predefined headers fields so they don't have to manually add all
Ability to apply VAT (consumption tax) for bank fees in the payment section of invoices and bills.
Please, please add the ability to apply a VAT or consumption tax to the bank fee option in the payment section for invoices and bills. With all other expenses, there is the option to add the tax. So why not with bank fees? It is not logical at all to
Journaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,
Cost of Goods Sold
Hi there, I need help! So, according to my zoho books my total expenses of the most recent fiscal year stands at $376,200.25. But I know this way off and incorrect. So I clicked on the bar in the graph which shows presents this number to get more details
Email History - Content of Email
If I use the email customer function inside of Zoho Books I can see the Email Address - Subject - Sender - Type and Date. However, I can not find a way to actually read the content/body of historical emails. Where are they stored? Thanks!
Billing on a fixed fee basis
Our company does most of its work based on a fixed fee. However, I believe ZOHO Books uses hours to create its invoices. Has anyone successfully used ZOHO Books to bill fixed fee projects and if so, how did you do it?
Manual journal for accounts receivable or accounts payable
I want to add manual journal entry for accounts receivable Can I do that ?
Zoho Books - Vendors - Bill not found
I am using the Free version (small volunteer organisation). I am trying to find the Journal Entries for a Bill I entered via Zoho Inventory. In Zoho books I click on the Vendor name - the bill added "View details" and it comes back with 'page not found'.
ZOHO Books: Is it possible to increase the limit of 25 records, when updating record status
Hi, Can we ask if ZOHO is able to increase the limit of 25 records, when updating record status(or make batch field update) to 50 records? I am referring to the below screen shot. Thanks
Mandatory note when updating invoice
Is there a way to disable to mandatory notes when an invoice is updated? We update about 10 custom fields on the invoices throughout the sales process. It gets annoying having to enter a reason for an update every time. Is there is a way to disable this
Reoccuring expense issue
I'm having difficulty making one of my expenses a reoccuring expense. Is it possible to make an itemized expense reoccuring or is this something that Zoho Books doesn't allow for, and if not any suggestions on how to get around this?
Option to allow Reconcile to include Uncategorised transactions
Hi If I want to reconcile my imported bank transactions with my bank statements, it seem I must categorise all transactions as the Reconcile function does not include Uncategorised transactions. That's bizarre. Could you perhaps add an option to include
Mark unbilled hours as billed against an existing invoice
Hello, I have unbilled hours that I would like to mark as billed against an existing invoice. The invoice was created before the timesheet entries were made and now I need to reconcile them. Is this possible, and if not can it be implemented? Thanks!
Delivery notes.
Hello; Is there any way to get a delivery note? Now, we are cloning an estimate, editing it to eliminate prices, print and delete it, because logistics people (at both sides, company and final customer) don't need to know the costs. Once the material
How do I remove a credit note which was invoiced and paid?
When testing of sections of ZohoBooks, I created a false credit note and now I need to remove it. It is shown as “closed". And it has created an invoice for that credit note that is displayed as “paid”. I tried to delete it and can’t. Please I need help
HOw to compute single products profit
How to compute single products profit? for example, we in the invoice, we should have costing / expense input Coz expense price / costing are always different Can zoho to solve the function request ?
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE CAN NOT BE DONE . IF WE REQUIRE TO PASS AN ENTRY FOR ADJUSTMENT BETWEEN 2 PARTIES IT CAN NOT BE DONE. WHILE MAKING ENTRIES VAI MANUAL JOURNAL THE ENTRIES ARE NOT PASSING--- a. ENTRIES
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