Hello users,

The government has introduced GSTR-2B which is an auto-drafted statement that contains information from GSTR-1, GSTR-5, GSTR-6 and ICEGATE system (Indian Customs Electronic Gateway). This statement is similar to that of GSTR-2A but is static in nature. It is generated on the 12th of every month. You can fetch the GSTR-2B statement into Zoho Books from the GST portal and reconcile it with transactions in Zoho Books.

To do this, you will have to enable API access for Zoho Books in the GST portal. Once the API access is enabled, fetch the transactions by clicking the Fetch Summary button against GSTR2-B in the GST Filing module. Make sure that the month for which you wish to fetch the statement is selected.

Once the statement has been fetched from the GST portal, Zoho Books will automatically categorise the transactions as: all transactions, matched, and partially matched. You can read our help document to know the steps to reconcile GSTR-2B in Zoho Books.

Cheers,

Shally Joseph

The Zoho Books Team