Zoho Books
[Zoho Books] How to Manually Import and Upload Bank Statement?
In Zoho Books, apart from leveraging the auto feed connection with your local bank to allow live feed of your bank transaction, you would also be able to manually import and upload your monthly bank statement for your monthly bank reconciliation ...
[Zoho Books] How to Raise Debit Note
Steps to Raise Debit Note First thing first you need to enable debit note under Settings -> Preferences -> General: Debit note can only be raised upon an Invoiced being approved and send to customer: You will be able to raise debit note under three ...
[Zoho Inventory] How to Create Item Group
Why create Item Group? Creating item with multiple variants or stock keeping unit (SKU) may result to time consuming, hassle and prone to error. That's not the case with Item Group module in Zoho Inventory which allows you to conveniently create item ...
[Zoho Books] What is Reporting Tag? How to Use it?
The objective of reporting tag is to have sales by item or purchase by item report report based on reporting tag you have created. The reporting tag can be customized according to your requirement. The reporting tag could be created for / based on: ...
[Zoho Books] What is Batch Tracking? and How to Use it?
Batch tracking allows you to keep track of your goods in batches to monitor batch number, manufacturing date and expiry date. This function would enable you to keep track of your goods in which batch it belongs in the event of goods damages or ...
[Zoho Books] Create Purchase Order for Unavailable Quantity of Stock Item from Sales Order
There will be a time where you receive purchase order from your customer that the quantity is beyond your available stock on hand. In zoho books you can convert your sales order to purchase order to place order to your vendor for your shortage stock. ...
[Zoho Books] What is Price List? and How to Use it?
In Zoho Books you can specify a set of price for our sales and purchase activity. Under price list module you can have a set of price for the below activity:- 1. Price for marketing and promotion 2. Price for certain or specific customer 3. Price for ...
[Zoho Books] How to Match Payment Received in Foreign Currency?
When a bank feed is matched to a transaction, Zoho Books only displays transactions in the same currency as the bank feed. To rectify the issue of the difference figure between payment made and payment received due to foreign exchange rate captured ...
[Zoho Books] How To Create Categories Of Account
To create the categories, it can be achieved by creating a reporting tag for each category. Below is the step to create the reporting tag: 1) Under the setting, click Preferences 2) Select 'Reporting Tags' 3) Click 'New Tags' button 5) Put the tag ...
[Zoho Books] How To Create Multiple Months Income Statement Reporting
To populate the Profit and Loss for several months, it can be achieved by using the Customize Report function. 1) Click the Customize Report button located on the top left panel. 2) To populate the P&L into several months, make sure the date range ...
[Zoho Books] How To Create Analytic For Each Balance Account
The analytic for each balance can be generated in Zoho Books by using the report 'Time to Get Paid'. This report can be generated in the Reports module under section 'Payment Received'.
[Zoho Books] How To Change Payment Gateway
To change the payment gateway in Zoho Books, it only can be done in the Invoices module. Please refer to the below steps: 1) Go to the Invoices module. 2) Tick the invoices that pending for payment (up to 25 invoices) 3) Click 'Bulk Update' 4) Select ...
[Zoho Books] What is Sales Order and how to use it?
As a business owner, accountants, and procurement department, must be familiar with the client Purchase Order (PO). But during the daily work, keeping track of each POs is a very tiring and tedious job, especially for the procurement department. ...
[Zoho Books] Enable Payex with Zoho Books
The first of its kind in Malaysia, Payex integration with Zoho Books enables you to accept online payments right from your accounting software! Your customers can now make payments through local Malaysian banks via FPX, credit cards and ...
[Zoho Books] Payex Registration
Zoho Books is now integrated with Payex - a Malaysian payment gateway provider with attractive rates. This means that you can now get your customers to make online payments through the invoices issued from Zoho Books and have them marked ...
[Zoho Books] How To Save Custom Report For Future Use ?
Custom Reports lets you save all the customisations you have made to a report as a separate report. This way, all the preferences you applied to a report will be saved and you can access it when you need it instantly. To create a custom report: In ...
[Zoho Books] Bank Connections for Malaysia
Zoho Books & Yodlee Zoho Books works with a third-party service provider called Yodlee - a major online banking solutions service provider. It is an online banking solution provider that connects to thousands of online banking websites and financial ...