Credit Period
Hi There, anyone able to set credit periods in addition to limits in books?? ex, if we have a recurring customer with routine transactions and customer hasn't paid a particular overdue invoice, the systems should provide an option to block invoicing or
Estimate Template
Any idea who to add a one time and a monthly recurring fields to the table? Basically I want to show customers a onetime amount cost of implementation and a monthly recurring for Support and Maintenance. The other option would be 2 tables, one for the
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We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
Reporting tags not created on invoice/customer payments for prepaid invoices
I have a discrepancy on my balance sheet for a bank account when running with vs. without reporting tags. I traced this to invoice/customer payments where the invoice was paid in advance of the invoice date (prepaid invoices). Zoho automatically books
Accured Expenses
Hi, how should I handle the update of expense/bill for the following scenario in Zoho Books (and express it on accrual)? 1. I record an expense on 1st Jun, for my usage for the previous month May. (accrue expense where invoice date != usage date) 2. I record an expense on 5th Jun for my email subscription for my (accrue expense where invoice date = usage date) 3. I invoiced a customer for $120 in January, for the calendar year. (revenue accrue) 4. I purchased an annual subscription of $120 for a
Zoho CRM to Books Integration (Payment Terms)
Has anyone figured out a way to get payment terms to successfully integrate from Zoho CRM to Zoho Books via the built in integration?
How do I update my billing/payment details?
This needs to be added. They want to get paid don't they? I've changed other details for my profile, but I can't find this one.
Zoho books canadfa
Bonjour, J’ai tenté d’ajouter le module Zoho Books sans succès, en ajoutant une région géographique une fenêtre indique que le fuseau horaire est invalide. J’ai corrigé les paramètres du compte à l’heure de l’Amérique du nord (GMT 05 :00 heure normale
Function #41: Notify users when sales orders exceed the credit limit
Hello everyone, and welcome back to our series! As you're aware, Zoho Books lets you set credit limits for your customers, that can be monitored in both invoices and sales orders. Previously, we shared a custom function that can alert users when an invoice
Fixed Asset Management
Hi, I'm just wondering if Zoho Books can do the following: Set up separate depreciation for taxes? Print or view a depreciation schedule? Set up an amortization schedule? Print or view the amortization schedule? Thank you in advance!
There was an error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr1 I was trying to push the data I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regards
Move data centre from USA to EU
Hi i have been a Zoho customer since 2018, and my account is setup in the USA data centre. I would like to check if this can be moved to an EU based data centre, as we are facing some GDPR related queries from auditors. TY Klaus conrad
Accounting on the Go Series-23: Unlocking Multilingual Support: Language Localization in Zoho Books
Hello Zoho Books Users! Let's delve into a feature that underscores our commitment to localization accessibility: multiple language support in Zoho Books. With this feature, users can seamlessly switch between different languages, ensuring that the platform
how to book a prepaid expense
How can I book a prepaid expense in zoho books? I transfer money every month to a different account to set it aside for year end expense. At the end of the year I will pay by bill and any extra I owe. So what is the best way to account for this in zoho
Moving money from one business to another business
HI. I have two organizations. If I moved money from org A bank account to org B bank account. What is the best way to enter that? The money might stay in org B bank account for a year, and then go back to arg A
Multiple Transaction Number Series Zoho CRM not working anymore
We have integrated Zoho Finance into Zoho CRM. In Zoho Books we have enabled the multiple transaction number series because we have different department. Until yesterday, we could choose the different department (multiple transaction number) as we create
How do split payment for expense in Zoho Books
I want to record the expense in Zoho books, that I partially paid using Petty Cash and partially paid using Bank. How do I record this payment.
Payment Terms on Sales Order/Estimate
1. Is it Possible to put the Payment terms on sales order/Estimate? We can choose payment terms in invoice but not able to do it on SO. 2. Is it also possible to pass the data Delivery Method to Invoice as well? We choose the delivery method on sales
Custom Functions no longer working
Team, I have several custom functions that stopped working. They were all working yesterday. See attached. Upon checking the error, it seems like there is an error with a Zoho Books connection. I also manually executed said custom function and it also
Use Zoho Sign to get Sales Order Signed
I see that Zoho Books has a digital signature option for the invoices now but we need it for the Sales Order. Any ideas how to access the Sales Order PDF in Zoho Finance to be accessible when creating a Zoho Sign document? In the deal, Zoho Sign can access
How do you apply multiple credit notes to multiple invoices with payment
I am a bit confused how we apply a combination of credit notes, and payments to multiple invoices in one screen. For example in quickbooks/sage You can receive payment from customer, checkmark multiple invoices (i see this in zoho also), but also checkmark
Placeholders
Hi, it would be awesome if it's possible to use all the different placeholders that exist in Zoho in any template. For example, in an email template be available to write %month% in the body of the message
Customer Portal | ACH Payment Screen
Hello, I have a problem with the ACH Payment page of the Customer Portal. With the checkbox for customers to approve future auto payments via ACH above the Authorization Agreement, it implies that the customer MUST check this box in order to make a payment.
Zoho Books 2023: A Stellar Recap
Auto allocate customer receipts
Good day, I am in the process of migrating over from Sage accounting , I have imported all my customer receipts , however they are all unallocated at the moment ,is there a way that I can auto allocate them to oldest invoice? Thanks
Factura proveedores
Hola buenos días, quisiera saber si existe una manera para que las facturas generadas a mis proveedores se enumeren automáticamente, a como se realiza con las ventas. El problema que tengo es que se me están duplicando el número de facturación para proveedores
Lending
Hi. I do a little PML. Let's say I lend someone 50,000 on some terms, could be interest only payments for 12 months, or also principal and interest payments, or just a lump sum payment at the end. 1: How would I create a loan in Zoho Books? Someone suggested
Add Attachment (Bank details) to payment reminder
Is it possible to add an attachment (Bank details) to a payment reminder?
SYSTEM VERY VERY VERY SLOW - AGAIN
Zoho Books, I give up. This is not my first, 2nd or 3rd complaint about your system that is so so slow. I CANNOT get my work done. I need to look for another accounting system for our company but I dont have the time to sit and wait for the system to
How to record a deposit that includes a customer refund?
I issued a refund to a customer for $300 and recorded that as a credit note and also applied the refund. I see the refund listed in my checking account now. Here is the problem. I received a deposit today that I am trying to match with my invoices and
Payment approval
Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add an additional layer of approval like bill marked for payment before initiating payment requests through HSBC Bank. Can you
Function #40: Notify users when invoices exceed the credit limit
Hello everyone, and welcome back to our series! Businesses tend to offer goods or services on credit to customers, which can, in overtime, lead to the accumulation of significant overdue balances. To address this, Zoho Books allows you to define a Credit
Placeholder only work in items not in regular fields
I want to add the current month to my recurring invoices. The placeholders %(M)% only work in the items, but i need to add the current month to a regular field outside the items. Can you enable placeholders outside of items, or is there another way to
Bank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement
Australian support
What has happened to support during AU business hours? It used to be available from 8am but now at 10am they are apparently offline?
take info from form to do transactions in zoho books
Hello, basically we are doing a form where clients will put their info and everything and I was wondering if there was a way to use the info from the form to make an estimate in their accoutn in zoho books and when the estimate is paid if we can use the
Accounting on the Go Series-22: Tailoring Your Zoho Books Experience:Customizing, Theming, and Text Size
Hello Zoho Books Users! In today's "Accounting On-the-Go" series, let's explore how you can personalise your Zoho Books mobile app to suit your preferences and enhance your user experience. Tailor Your Taskbar Do you find yourself frequently using specific
Anyone have experience with Airbnb bookkeeping on Zoho Books?
I just signed up for the free version of Zoho Books as a first-year Airbnb host. I am just starting my 2023 bookkeeping so I have lots of receipts, statements and such to input. I started to go with Quickbooks, which was admittedly easier because I could
Custom Invoice PDF Naming Convention
I'm new to Zoho Books and noticed that when I export an invoice to a PDF file, it automatically creates a download with a file name that matches the invoice number (Example: ABC-2023-1). It would be helpful to append my organization name to the PDFs as
Please show the updates even if they are minor!!!!
Can please Zoho Team communicate the updates even if they are minor, for example now there is the option to program sending the invoices. That was not there the last time I checked but was never communicated through the Forum or through the whats new
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