More Zoho Sign Features in Zoho Books
It's awesome that we can integrate with Zoho sign and have customers sign transaction documents, but would it be possible to add even more?? For example, I run a construction company and I would love to add my contracts to the end of an estimate in the
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Books add custom field below table
I want to add a custom fields that sits below the table and notes field. Right now i can only create custom fields at the top of the page.
VAT return for previous quarter
Can you explain me how to record the previous quarter VAT return in Zoho books?
How to set up reverse charge VAT (for The Netherlands)
Hi! I'm trying to set up a VAT reverse charge mechanism for the tax declaration in The Netherlands. I would like the following: suppose we receive a purchase invoice amounting to € 1.000 under the reverse charge VAT condition. I would like Zoho to make
unable to verify and activate DKIM and SPF
i am using namecheap cpanel hosting , have added mx records and domain keys are authenticated but dkim verification fails , i have followed the steps correctly and added a TXT record.
Expense entered twice
How do I remove a double entry?
Cover page on Estimates / Invoices templates
Hi, How is it possible to add a cover page in front of estimates, invoice, etc... ? I see we can attached annexure, but we want to have page in front. If not possible, then how would you achieve this ?
iQuoteXpress or QuoteWerx
Would anyone have any feedback on whether they use iQuoteXpress or QuoteWerx with Zoho (Books or CRM)? We require better quotes solutions and these seem to be the only options that have a direct integration with Zoho. ANy feedback or experience with these
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id)
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id) or something similar?
Regarding data import
We are planning to purchase zoho books. We have datas from 2020 onwards and we need to import them all in this software so please let us know if it is possible.
Delete sent invoices
I have tested some functions in Books which created invoices for 0,00€ that were instantly sent. I tried deleting them after my tests but even though they are 0,00€ i cant delete them. How can I delete them, or can I change the numbers of those so i can
Charge Customer - Decline to show in Comments & History
We use retainer invoices to charge a customer to their card on file in Books which is linked to Authorize.net. When in a team member is in a retainer invoice, when they click [Charge a Customer] and select their card on file and the transaction does not
COGS on P&L after Creating Sales Receipt
After I create a sales receipt, I want to have associated COGS (I specified the unit cost when I created the items) to be reflected on the P&L. Is there a way to do this? I understand this only works when we create invoice, not sales receipt
Accounting for Advances
Most of the small & medium size organizations still demand advance monies from customers to manage the working capital as the credit periods still vary from 30-90 days period. To show the true figures & facts, advances to be received should be reflected
Getting Error "Sorry, you cannot record transactions prior to the migration date."
I am new to using Zoho Books, while adding a new invoice and saving it I am getting the below error. Sorry, you cannot record transactions prior to the migration date. Need help to understand on how to go about it.
Amount paid including upgrade but subscription renewal unsuccessful
Amount paid for subscription renewal and upgrade but still not reflecting and unsuccessful.
Item allocation / deductions
We have many sales orders which cannot be shipped or invoiced perhaps weeks or months in advance but we need to allocate items for these sales from non replenishable stock items. This leads to major problems when we get another order for the same item because we tend to use this item as it's showing sufficient stocks because it hasn't been deducted through the earlier sales order not being invoiced or shipped ! As I've mentioned previously - I'd like to see another mode of stock tracking - "Receives
Connect Books to QBO via Integrately--Problem
I want to create a new Invoice (or Sales Order) in Zoho based off of an invoice in QBO. I can make it happen in Zapier but that's $75/month. Integrately returns this error: "Zoho Books: Statement of Accounts does not exist." Does anyone know what this
Connect books timesheet with Projects
Hi, my issue is when I try to connect a project created by the CRM with a project in books, and then see in the timesheets (Books) all the billed and unbilled hours by users and all the data associated to create the invoices. thanks for your time. K
Previous Financial Year
Hi, Can I update my data for previous financial year. If yes, how to do it.. Thanks
Display Multi-Currency in invoice
Hi Zoho Helper My Situation is, in my country, we use both currency of USD and KHR. Generally, we use USD, but for Tax purpose, and a legal issue one at that, ALL tax invoice must include/display KHR currency and exchange rate. Example We sell 2unit of
Add placeholders when sending an email in Books
Hi, I have updated several templates with placeholders, but I cannot find where to update the "Send Email" template which is used from the customer overview. Please see attached screenshot. Can someone point me in the right direction. Thanks.
Display "Attention" field of billing address on the account statement
Hi, I'm having trouble with the account statement in Zoho Books. On some, it seems to display the Attention field, but not on others, where it only shows the Display Name, so I'm a little confused now! I use Books for managing property communal fees.
Is Zoho Books ideal for my organisation?
We have spend 6 months to improve on our finance process before embarking on a cloud base ERP. Our business are construction and fitout works. Each project we bring in, are in the form of a quotation (Bill of Quantity, which can be material, supplies
Function #37: Display list of associated SO on Quote details screen
Previously, in our series, we shared a script to display the list of purchase orders within their corresponding sales order details page as a Related List. We hope you found it beneficial. Similar to that, we bring you another script that can display
Sales Return
How to add sales return in zoho books after making sales or raising invoice.
UK VAT
Ive been comparing Zoho Books to Quickbooks. One clear difference is Quickbooks handles UK VAT and can even prepare a VAT Return for submission to HMRC electronically. Is this something thats coming soon to Zoho Books and if so what are the timescales for delivery of VAT functionality in Zoho?
Kostenfreies Zoho Webinar über Zoho Books in deutscher Sprache!
Sie möchten die Zoho Books besser kennenlernen oder Ihr Wissen auffrischen? Dann melden Sie sich für unser kostenfreies Zoho Webinar über Zoho Books an & unsere Claudia wird Sie durch die ersten Schritte der Online-Buchhaltungssoftware führen! Zur Anmeldung: https://soell-vertrieb.zohobackstage.com/ZohoBooksErsteSchritte1 Viele Grüße Mai-Vi Phan
Zoho Sonderwebinar am 25.02.2021: "Digitale Buchhaltung - gemeinsam mit Ihrem Steuerberater"
In diesem kostenfreien ZOHO Sonderwebinar zeigen wir Ihnen, wie Sie Ihre Buchhaltung mit den Zoho Finance Apps digitalisieren können - aber auch wie Sie insbesondere durch die Digitalisierung Ihrer Buchhaltung die Zusammenarbeit mit Ihrem Steuerberater
Function #39: Schedule Vendor Statements
Hello everyone! As we continue our series, today we bring you a function that automatically sends vendor statements at scheduled intervals, similar to the function we previously shared for sending customer statements. By minimizing the need for manual
Accrued Expenses Payment
Please advise how to book payment of accrued expenses. For example at the month end I created accrual for salaries using Manual Journal. Next month when I will pay salaries how to book the transaction in Zoho Books? I would debit Salaries Payable and
Is there anyway to fetch all projects associated with a contact using Deluge or APIs
Is there anyway to fetch all projects associated with a contact using Deluge or APIs
Save and Send using WYSIWYG Editor
Hey Troops, I'm not sure if we are missing something or if we can make a configuration change to make this happen of if something else needs to be done. Working in Books, when I finished creating an estimate and I hit the Save and Send, it bring up an
Should not the invoice total be added to the reports once the invoice is created & signed instead that when it is sent? It does not make a lot of sense it to be that way.
Should not the invoice total be added to the reports once the invoice is created & signed instead that when it is sent? It does not make a lot of sense it to be that way.
Accounting on the Go Series-21: Capture Control-Image Settings in Zoho Books iOS App.
Hello Zoho Books users, We're here to share a nifty feature in the Zoho Books iOS app – the ability to choose image resolution and decide whether to save photos to your phone's gallery. Supported OS: iOS How it works in Zoho Books iOS app: ➤ Open the
Receive email notification for incoming payments
Is there a way to receive in our inbox an email notification when we receive a payment to the connected bank account?
How to Allocate a Customer Payment to Multiple Customer Accounts and Invoices?
I use Netcash to collect Debit Orders for Clients to pay for certain services, I need a way to get the payments reflecting in customer accounts better. Right now, Netcash is added as one of my bank accounts in Zoho Books, so when the Netcash money comes
When are the Manual Journals going to be fixed so that you can Journal across Supplier and Customer accounts not just GL??
This is an essential function for any accounting system. Sage accounting software's have specific journals for everything. Last year when speaking to an agent there was an issue in the process hence it was taken away, but is there any progress on getting
Reduce space between lines in Books notes field
Is there any way to reduce the space between lines in the Zoho Books notes field. Im currently creating the estimates with the API. Example: These lists can get quite long, thats why i want them to be more compact like: #1 Frühbucher (10%) €320,00 Frühbucher
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