Any ability to create batch payment file like Xero?
Hi, Xero can generate a batch payment file for uploading into a bank for payment. See here: https://central.xero.com/s/article/Pay-multiple-bills The work flow is: 1. Ensure all customer details including bank account are included. 2. Make sure all accounts
Books Invoicing Default Payment Method
We accept Paypal and Authorize.net, but only about 5% of our customers use Paypal. We DO NOT want our customers to use Paypal at all. When we create an invoice we are forced to UNCHECK the box "Paypal" to keep it from showing on the invoice. We would
The Internet of Things
Can we use IOT to Zoho to reliance on a variety of mobile devices but also automated scanners, RFID chips, and other internet-connected sensors and devices that bring their technology infrastructure to life ? For accountants, this often means getting
Bank Charges on payments made to suppliers
By default, there is no bank charges field while making payments to suppliers against bills. So I created a custom field in the payment made section to input the bank charges. Is there a way to have Zoho books also make journal entry including the bank
How to settle an entry in Zoho books if payable and receivable from same person
We wanted to fix an entry in zoho books where payment is receivable and payable from same person. If anyone know please suggest the way forward.
How to fetch Invoice data from ZOHO books to Zoho sheet?
I used to export all invoices from zoho books and import those datas in excel sheet for my analysis. i need to automate this. Like can i get data directly from zoho sheet ?. i tried zoho connection, but it doesnt shows all the datas.
Get Sales Order Template (PDF) and send to printer via Custom Button
Hi, I'm trying to click a custom button which sends a specific PDF template to a printer but I'm stuck! The API documentation says it's possible but I'm unsure how to implement. Any help appreciated ----------- Code I have for the PDF after I've set the
How does one record Partner remuneration for an LLP in India
Can someone walk me through booking Partner remuneration at an LLP - which is different from regular payroll? Does it go through Vendor payment or otherwise?
Experience Migrating form Reckon Hosted to Zoho Finance
Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accounting
Opening Balance Adjustment question
Hello, I am having trouble adjusting the balance of my bank account on Zoho. I tried to adjust the amount through OPENING BALANCES, and that made the amount fluctuate even further. I then tried to undo the credit amount in OPENING BALANCES by deleting it, however I cannot find a delete number. Does anyone know how to adjust the amount or undoing the OPEN BALANCES credit I had already added in? Any help would be much appreciated. Please and thank you!
Accounting on the Go Series-29: Customizing Your Zoho Books Experience-Harnessing the Power of Custom Fields
Hello Zoho Books Users! Custom fields play a crucial role in tailoring your invoices and customer profiles to suit your business needs. Whether you need to capture specific information for a transaction or gather additional details about your clients,
Syncing Opening Balances Issues
Got a situation where Opening Balance syncing has to be done on a number of occasions because of the way a client set up the Opening Balances. Numerous transactions were entered prior to the migration dates in terms of Bills and Invoices. So, whenever
Stripe Alipay options available?
I have customer in China and it's a pain to get paid online....impossible...should I say. Stripe is working on integrating Alipay as a payment option with their service. Will Alipay be available for Zohobooks as a payment option with the stripe-zohobooks
You are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organization
Artikeltypen: Alternativ, Optional, Zwischensumme, Gruppensumme
Für die Belegerstellung (Angebot, Auftrag, Lieferschein, Bestellung, Rechnung,...) fehlt Zoho Books grundlegende Eigenschaften. In jedem von unserem Unternehmen verwendeten und bis dato getesteten ERP-System, Warenwirtschaftsprogramm, etc, gab es diese
Balance Sheet vs Account Balance – mismatch (foreign currency). How to correct?
Hello, My base currency is USD. I also have a bank account in GBP. For this GBP account, I have: - Opening balance = 0 - Then some incoming and outgoing transactions (let's imagine +100 then -100, many times on different days throughout the year) - Closing
Accounting on the Go Series-4: Stay informed with Zoho Books push notifications
Hello all, Push notifications have revolutionised the way we stay informed and connected in our fast-paced digital world. They serve as real-time alerts on your mobile device, delivering instant updates and vital information without the need for active
Reports based on different currency aside from base currency?
Is it possible to generate report on another currency? Our base currency is in USD due to corporate requirements, but we need report on Peso to adhere with local government requirements. Is this possible?
Report Tags and General Ledger Columns
Is there a way or work-around to make the report tags appear in the general ledger report? I use report tags for location - would defo be a good to see if it can be exported as additional column in the ledger.
Sales Tax Audit Report
Hello Zoho support team, I am working on a sales tax audit report, but the way the report is generated is not as I expected. When the report is exported to an Excel sheet, it is not well-designed or easy to read. I was hoping for a more organized layout
Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets
Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app? We're excited to discuss a feature that'll simplify the way you handle
Power up your accounting this fiscal year
Time to move to a better accounting solution? Plan for a smooth transistion! Switching from one accounting software to another can be a daunting task, with challenges such as data migration, process changes and training requirements. In this webinar,
Sales Receipt option?
I operate a business that does both outside sales and service as well as some retail for walk-in, "cash & carry" customers. Invoices work great for my outside work, but there does not seem to be a good option for my retail customers. I have been using
Zoho Books extremely slow, sometimes stuck loading
Simple tasks take 10 minutes at a minimum as I watch the loading gesture in Zoho Books. How can I make sure I can use zoho books without this speed issue. How can it be more responsive? Is there a web app?
Reversal of TDS receivable upon recording credit note
Is there a way to reverse TDS at the time of creating credit notes which was originally recorded during creating the linked sales invoice? A solution given by Zoho Support was to mention the TDS receivable as a separate line item with negative value.
Transfers between bank accounts
Hello My company has several bank accounts with different currencies. At times we make transfers from one currency account to another. I do not see how to account for a transaction like this in Zoho Books. Certainly it has to be possible to record
Customer Deductions in payments
Hi its common for my customer to deduct some amount from my invoice raised on them So i would like to know how to record it at customer deductions.Please note this is not tax.Tax is seperate deuctions which is made by few customers Please advise me on 1.How to record deductions - these deductions are not receivable to me and need to write off. 2.How to record tds 3.How to apply single payment received in bank for more than one customer.(This is very common for me as i do business for a MNC with
BANK FINANCED COMMERCIAL VEHICLE
I HAVE PURCHASED A COMMERCIAL VEHICLE ON LOAN FRM ICICI BANK.I HAVE RCVD THE INVOICE FOR THE PURCHASE FRM XYZ VEHICLES LTD.. VEHICLE IS OF RS. 515000. THE BANK HAS DIRECTLY PAID XYZ VEHICLES LTD. EVERY MONTH FROM FEB 2024 AN EMI GETS CUT FROM CURRENT
PDF file of Arabic language Invoice using Arabic standard template
I want to download arabis language PDF file for my invoice but when I download the file all Arabic text disappear while the numbers still visible. Regards, Wafaa
Transferring between base and foreign currency accounts
I find it impossible to get the exchange rate correct to let inter account transfers balance. There is not enough digits allowed when entering the actual rate at which the conversion was done. Can you please create a feature that will allow you to enter
Remove/Change thank you note from invoice
Hi How can I change or remove this section from the invoice template? Thank you
Can't add credit notes without roundoff
Hello, I use the roundoff feature for my invoices extensively in Zoho books. Recently I have hit a snag where I am trying to create a credit note for 744.5 but the 0.5 gets rounded off. To pass this I would have to disable the roundoff feature, create
Tasks
Why can we no longer use Tasks?
Can I merge 2 bank accounts?
The bank downloads were not working, so we had to create new bank account name (for the same account) and new link. How to I get transactions for the "old" account into the "new" account?
Duplicate row found in your CSV/TSV file
It says Duplicate row found in your CSV/TSV file when i am importing my journals. What are the duplicate checks done when importing? I might have some recurring entries but they are not duplicates and the description and date is different.
Corporate Tax Obligation for DMCC Companies
What is the obligation with regard to corporate tax with for DMCC registered companies. do they fall under exempted catagory ?
Before Tax & After Tax subtotal in ZB?
Hello everyone, Good day. Is there a report in ZB that can show sub summary like "Income Before Tax" or "Income After Tax"? Appreciate if you can direct me at the right direction. Thank you.
ZB report totals aligned in left and account in right
Hi, as the title says, my report is aligned reversed, is there a way to change alignment like Accounts in left side and the total is in the right? I look at the general settings and cannot seem to find where it is. Thank you.
VP Operations
Looking for a replacement for Quickbooks. Would like to talk to someone about hoe Zoho works and its advantages over QB. Also Zoho sheets and anything else that would be helpful with our business. Can be contacted on our business cell 801-309-3256 9-4
Reminder emails all fail
My invoice emails all work fine (the email is validated) but reminder emails allways fail and the only message I get back is : "Your message to the following recipient was not delivered. Please find the details below. Bounced Address : XXXXXXXXXXXXXXXX
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