Invoicing Project
I use projects for keeping track of expenses and profit for certain projects. however, when i am creating an invoice for a project, it goes to the 2nd line item of the invoice. i want this to appear at the top, so i move it at the top of the list. but
Zoho Projects > Books integration is not passing the Users Rate
Hi, It looks like there is an issue with the Zoho Projects to Zoho Books Integration. The Users Rate from Projects does not flow through to Books in the Project/Timesheet Section You also cannot edit the rate for users on the projects in Books that have
Banking feeds stopped working
Why has banking feeds stopped working? Been working since we signed up, use free plan as low earnings and cant afford to pay but last update was 11th Nove,ber, tried today and it won't work, been using for over a year :(
Opening Balance
The busines took money from my partner sometime ago. How to capture this balance in Zoho books. Is it shareholders loan or a vendor Loan credit balance. Kindly advise
Zoho Books Automation
Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?
CCAvenue Payment Gateway
Why Zoho Books don't have the integration with the CCAvenue Payment gateway? When this feature is going to be added?
How to automatically notify user (not assignee) when tasks status changes
Hi, One of my team is using extensively Books tasks to follow business workflows. We are missing notiification to the creator of the ask, that a task has been completed. I'm trying to find Books automation and workflow, but Tasks are not available. I
Budget v actual report issue in Zoho Books
Hi, I'm trying to use the budget v actuals report but have encountered an issue with the values displayed in the actuals columns. For some reason, the actual totals are being shown without the VAT (sales tax), so they are incorrect by 19%. All my line
Having Trouble with Signals
Can anyone post a more in-depth instruction document regarding raising signals in Books from CRM. I am confused as when to use API & when to use function. I need data from both Books & CRM.
Accounting on the Go Series-12: Effortless Invoicing-Adding Unbilled Expenses and Projects on the Go with Zoho Books Mobile App
Hello users, In today's segment of our "Accounting On-the-Go" series, we're unveiling a time-saving feature in the Zoho Books mobile app - adding unbilled expenses and projects directly to your invoices. Imagine this scenario: You've incurred billable
What does it mean? Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes.
Hi all - i like to customize one estimate template but aleays get this message: Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. what i am supposed to do?
Add E-Mail Signature in Zoho Books
Hello, in Zoho CRM one can setup a signature which can be added to every E-Mail template using the ${userSignature} placeholder. However in Zoho Books I could not find such option. I have to add the signature manually to each template. Is this correct?
How do I Show Retained Earnings at Year End, Net of Current Year Earnings
I'm a little confused by how this is currently reflected in the end of period balance sheet - I currently see year earnings as a line item in the balance sheet for year end. Retained earnings (RE) = Period start RE + Net Income / Loss (post-tax) - Dividends
Creating Debit Note for return of damaged goods
Hi, I had ordered goods worth 38k rupees on 9th december. The goods came damaged. I have to return them to vendor. I have to create debit note in order for the transporter to take it back and transport it back to vendor. How do i do that in Zohobooks? There's only Vendor Credits - no debit note creation in the zohobooks app. Please help.
Director's Salary should be mentioned under which head
Director's Salary should be mentioned under which head as salaries I cant put under either Sales or Purchase in Zoho Books Regards
Banking transfer to/from another account (multicurrency)
Hi, Try to transfer fund from USD account to CNY account, there is create exchange rate differences. How to settle the different? Regards Felita
Tracking a loan from an investor - a new Bank or Credit Card
I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track
Zoho Books horrendously Slow
Please assist me. I had my IT guy check what the reason is for zoho being so slow (buffering) and he said that it is not by pc or the internet buy from zoho books itself. What can be done to make it faster? Please advise.
Make contain fields in Spanish take into account the "´" accent mark.
Lets say for example I search the client "Ramón". If I type "Ramon" nothing will display as I will have to type "Ramón" with the accent mark displayed in order to have it displayed. Zoho is the first software I have seen that does it that way. It should
New tax rules and imported account.
So our new customer now have to deal with the new tax rule system. Before we could set a tax group as default so every new entry made would have that tax group. But now as you can see in the picture the option is not available anymore for us. So we understand
Accounting on the Go Series-11:Simplify Your Financial Tasks - Apply Credits to Open Invoices in the Zoho Books Mobile App
Hello users, In today's edition of our "Accounting On-the-Go" series, we would like to guide you through a simple yet handy feature in the Zoho Books mobile app - applying credits to open invoices. Imagine you're on the move, and there's an open invoice
Accounting on the Go Series-6: Streamlined Contact Management in Zoho Books mobile app
Dear users, Welcome back to the 'Accounting On-the-Go' series. Today, we look into effective contact management – a cornerstone of smooth communication and collaboration. Zoho Books offers two powerful features to make this process seamless. Scanning
GST 2b - 3B mis match
Dear All, One of my vendor didn't file his GST return on time, hence my 2b, bill is showing pending in GST portal for taking input tax credit against the bill. In Zoho books 2b I have not taken the input of this bill while doing reconcile of 2B, but it
Recording income / expenses pre-business bank account
Hi, I opened a business bank account a few months into the year. All the transactions prior to that date show money going to / coming from an undeposited funds account. I was thinking of recategorizing all those as owner's draws / contributions. Or I
keep track of the cost of giving away products for marketing purposes.
Good afternoon, I am wondering how to deal correctly with products that we give away as samples, for free, for marketing purposes. I would like to : • keep track of the products in the inventory (-1 on such or such date) • keep track of who received products for free (associated with the contact page) • keep track of the costs of sending products for free in a marketing expense account. Currently I am treating those items as normal sales with a price list of 100% markdown (creating estimates, sales
Changing The GL Account For The Cost Of Goods Per Invoice
Hello, For DATEV reporting requirements in Germany, we need the ability to be able to change the GL account that the Purchase (Cost of goods) posts to for each invoice. This depends on where the customer we are invoicing exists. It is possible to do this
updateRecord api method does not trigger any Custom functions in zoho books
Hi In zoho books I wrote a work flow "When any estimate is updated a custom function will be triggered". When I manually execute the custom function it gives me the desired output. I update the zoho books from zoho creater with the updateRecord api method(as put method is not supported in creator for updating estimates). The value gets updated successfully but the custom function is not triggering at the point of updation. I checked the workflow with email alert instead of custom function it works
Add multiple Pages to a Zoho Books Estimate
I need to add multiple pages to my estimates in Zoho Books. The additional pages is mostly text with variable numbers/names. I gather the data in CRM from which I create estimates via the Books API. How can I add these additional pages onto the estimate,
BRANCH RESTRICTION: STOCK ISSUE
I was a zoho books user before 2 year and i really loved the software but it was not compatible for my business.now zoho introduced Branch restrictions due to which i switched back to zoho.Everything is good fine except one big problem.I have for eg :
Add a button to projects on the detail tab (or elseware) to sync with Zoho Books
Often we have to change the name or description of a project to force it to resync with Zoho Books. If this cannot be automated it would be nice to have a button to do this for each project.
Zoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the Custom
Revenue recognition
Hi! Is it possible to set up different revenue recognition for each item of an invoice (sale of hardware will be directly recognized as revenue and sale of software support will be recognized over the period of next 12 months?) And also is the system able to work with Incoterms? Thanks for your answer
Payable
I facing challenge when i want to post payables for vendor i have created. When i want to create transaction from the vendor, the system ask Expenses or Journal?? The system ask to select PAYMENT FROM while the payments will be done later. , when i select
Sales person
Morning, I have several questions, we have several sales person selling for us. i have some questions 1- is there a way to assigned a "salesperson" to a customer 2- predefine a commission percentage to to a salesperson 3- Have a portal where the salesperson
Sandbox for Z Books
Z Books is an essential piece for companies. We have now the possibility to have: Custom Functions Custom Buttons Webhooks I would think that you would go ahead with Custom Modules. By doing so, I would like a Sandbox for Z Books in order to test the
Data Migration
My former accountant attempted to transfer data from QuickBooks Online to Zoho Books but encountered errors during the migration process. Unfortunately, she was unable to back up the data from QuickBooks Online, resulting in a mismatch of the chart of
What's New in Zoho Books - August 2023
Hello users! We have a host of features and enhancements in store for you this month. From major updates about the PayPal integration to newly-introduced tax returns, there's a lot to catch up on! Let's take a look at the latest updates made to Zoho Books.
Books
Good day, Has someone set up Zoho Books for a law firm / legal practice? I am looking for some advice to set it up to comply with all the legal requirements
Discounts in Zoho Books
Hello, We use Zoho Books for all of our invoicing. We are getting ready to implement some standardized discounts in our practice for 2024. Currently, the only time we use discounts is if we are discounting a specific service due to an issue, etc. For
Purchase Orders in Zoho Books: add "project name" field
Please add the "Project Name" field in Purchase Orders which is available when recording an expense or time entry. Currently on a Purchase Order in "Deliver To" we are able to select the Customer but cannot select the Project associated to that Customer.
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