Accounting on the Go Series-36: Effortless Client Collaboration-Enabling Customer Portals in Zoho Books Mobile App
Hi everyone, How are you all doing? We've been running this series for quite some time now, and I hope it has helped you use your Zoho Books mobile app more efficiently. This Thursday, we're highlighting another great feature: enabling customer portals
Input pricelist's price directly from newly created item
Currently I have 4 pricelists with unit pricing scheme. If I create new item, I have to set the desired price in each price list in price list menu. Once i set the price (or any value) only then i can change the price directly via item menu in associated
Is there a way to invoice based on time spent without a project
I have a line item called support which is invoiced on the time spent in actually supporting customer. I know we can track time as part of a project but is it also possible to invoice a customer based on this without a designated project assigned.
How to Display More Information for Each Item in "Add Items in Bulk" Window?
I want to use the "Add Items in Bulk" option when creating or editing invoices. However, I would like to display more information for each item in this window, such as the order number, and additional custom fields that I have set up. Despite customizing
Please stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this from
Branches - set default for Customers and Vendors
Hello, Is it, or will it be, possible to set a default branch for each customer and vendor? At the moment invoices which are autocreated (eg Square invoices from the payment integration) will be assigned to the default branch, which in this case is not
Consolidation of same items in the Salesorder.
Hi; I am a Lighting vendor and i give my quotations for Lights on a room wise basis. I have created a extra column for the rooms. In the quotation, the same light fixtures would be given in different rooms. When i convert the quote to sales order, i want
How to track class in Zoho!
Does Zoho track class accounts like quickbooks does? I have several buildings within one account that I need to track the expenses on each building and not sure how to do it. If so how do I do it?
Let's have SAP Business One integration of Zohobooks
Let's have SAP Business One integration of Zohobooks
Need to disable Mandatory option and allow the duplicate values in Zoho Books
Hello All, We have the same VAT name for different VAT rates. while giving same VAT name for different VAT rates the alert will shows, is are any possible to disable the mandatory and allow duplicate values in VAT settings.For your identification i attached
Enable Bank accounts with the same currency to be a sub-account
Hello everyone, good day. I hope the mods can give improvement to make a bank account become a sub-account of a main account with the same currency. For cases wherein you have multiple banks of different currencies, you just want to group them on a parent
How to remove space or indention when exporting report to excel?
As the title say, how do you make Zoho books exported report remove the indent or space? I want to run LEFT formula or any other formula but these spaces are a pain. Appreciate your assistance. Thank you.
Limit Customer Portal by Bill To's?
Dear Zoho- I have customers that have multiple "Bill To's" But the parent company wants to prevent the incorrect Bill To paying open balances because it is a nightmare for their accounting. How can I limit what each bill to account sees in the portal
Where does Zoho Books get the automated conversion rates in Multi-Currency? Is it comparable to Bloomberg, XE, Oanda etc.?
Curious if the rates are as near as other sources like BBG or XE or Oanda.
Use the UP and DOWN arrow keys when encoding and jumping rows
I am entering amount in multiple cell rows and noticed that I cannot use the UP and DOWN arrow keys to go on to the next row cell below or above to encode. Is there no function within Zoho?
how to do split invoice with muilti curency
I am trying to create a sales order with muilti currency
Invalid Value Passed for Phone
Each time we try to signup for Books w/our acct, we receive the following error: "Invalid Value Passed for Phone" Thanks in advice for your help, Craig We have a phone # input into our acct info, so not sure why this is happening? Additionally, when trying
Invalid_client when using zohobooks API
API reference: OAuth | Zoho Books | API Documentation I want to do invoice automation using Zoho APIs and for that, I needed an authentication token. I followed the steps mentioned in the above documentation. 1) Create a client to get the client id and
Invoices and quotations do not get organized by date in the right way. The filter takes into account the date but no the hour of creation. It seems like a big bug for me!
Title
Function #29: Auto-populate Expiry date on Quotes
Greetings everyone! A quote (Formerly known as an estimate) is a document sent to customers containing a detailed overview of items and their prices for potential purchase. The quoted prices usually have a specific validity period, after which the proposal
Books Inventory best to manage highly customizable produkt ?
Hello, I'm digging into a shop who uses Books and inventory to manage their products. Their specifics is that they have "basic" product, and allow their customer to add or removes options. One example: Basic product: T-shirt, colour red Options: - change
Accounting on the Go Series-35: Leveraging CallerID to Display Customer and Vendor Names in Zoho Books mobile app
Hello users, Welcome back to our "Accounting On-the-Go" series. Today, we'll see how Zoho Books makes managing calls a breeze. We all appreciate a bit of peace and quiet, right? Yet, a barrage of incoming calls can disrupt that peace. It's easy to miss
Generate a payment link to post on my website
Does anyone know how to generate a payment link that I can add to a registration form on my website so that customers can click and pay a deposit before they are added as a customer in Zoho? or must I first add them and then invoice them? Thanks for any
Bill of Supply - Header not accepted
There is good provision in Invoice to add Headers to categories invoice items however the same is not available in Bill of Supply. When I try to add it in Bill of supply, it vanishes as soon as I save it. Kindly look into.
Can I filter a specific account when in the reports?
Hello everyone, Good day. Is there a way to filter specific account or accounts (not account type) when running Balance Sheet or P&L or the Ledger? Thank you.
Automatically convert accepted Estimate to Sales Order
Hi, I see Zoho Books has the option to automatically convert an Estimate to an Invoice, but not to a Sales Order. Please add this option, so that an accepted Estimate can automatically be converted into an OPEN Sales Order. Thanks :)
Terms and conditions depending on product type (product vs. service)
Hello, Our company sells both products and services and I would like to have the possibility to change the quote terms and conditions depending on the product type (product or service). Is there a deluge script that I can use for that (or any other option)?
How to record the sale of a fixed asset.
Hi, I used the following guide to record purchases for fixed assets (real estate): https://www.zoho.com/in/books/kb/expenses/record-fixed-assets.html If I sell one of these assets, what is the correct way to record the sale? Thanks, Genaro
How and where should I log an insurance payout in books?
Hi, I have a little question. So I have bank feeds set up and am trying to categorize a payment. DHL damaged one of my parcels and issued me a credit note for the damage done. This has then been paid into our bank account by them rather than using it
ZOHO Booksk Mobile App
Good Morning I Could send Estimate Invoice etc from my mobile app from ZOHO Books ( I am the admin). But from last couple of days unable to do the same. It was such an excellent feature. Wanted to find if some settings have to be Changed or the feature
Zoho Books not using Stripe integration on invoices
I've had Stripe integrated with Zoho Books and the option for Stripe to take credit cards and ACH, but when I check the box when sending an invoice to include Stripe, it isn't showing up when customers receive the invoice. Wondering how to get Stripe
Reconciliation Question
Hi there, I could use some assistance with Zoho Books, please. I currently utilize a different application for my sales tracking. However, I use Zoho Books to record these sales via journal entries. When I log my sales, I debit my Cash On Hand (bank)
Pharmacy Use of Zoho
Are there any pharmacies out there using Zoho? If so, how does it benefit your business? Any feedback is appreciated. I'm looking at using Zoho at our pharmacy. Sanon
Duplicate Bank Transactions & Match Buttons
Hello, we are ending up with duplicate transactions in our bank accounts, after searching for answers I found several users who encountered the same problem. Our setup has several bank accounts including 1 main/primary account which the other, secondary,
Invoice for samples write-off
Hi I offer samples of my product on a sale-or-return basis with NET 30 days. In some instances my customer refuses to pay for samples and I may choose to write off the Invoice. Using the write-off function I see does not affect my average sales price
Year end accounting
I issued some invoices in the last few weeks before fiscal year end. Clients have 30 days for payment, which means they only pay in new financial year. How do I close off the previous fiscal year with these outstanding invoices and record the payments
Cash withdrawal and Cash Payment
I have paid office rent by cash to owner ….cash is withdrawn from bank. How to record this in zoho ?
Recording a depsit im paying
I need to put a security deposit on a storage unit im renting for my business. How do i record it in zoho books? as an expense?
How to modify translations in Zoho Books?
Hello, I noticed that there are a lot of missleading translations in Zoho Books (German). Is it possible to download the language file in Zoho Books like it is possible with Zoho CRM? Thanks, M.
Invited user not reciecing invite email
For weeks now, i cannot get users invited to my Zoho books organizations. The user invitation emails are not reaching the users. Customer care say there is an issue being looked at. Is there a work around in the meantime? For Example, since the invited
Next Page