Zoho Books and Invoice
How Can I Track Sales by Sales Person?
There is a field 'Sales Person', while you create a subscription in Zoho Subscriptions. This field helps you to identify which Sales Person sold the subscription. The Sales Person field cannot be shown or included in the reports generated in Zoho ...
How do I add discounts at the item level in Zoho Books / Invoice?
Click on the Gear(Settings) icon on the top-right and select More Settings. Navigate to Preferences > General Scroll down and select At individual item level under Do you give discounts? Finally, Save.
In Zoho Books how do I use default invoice terms and conditions when creating an invoice from the estimate
In order to use default invoice terms and conditions when creating an invoice from the estimate, you will need to disable the option to carry forward the terms from estimate to invoice. To do so, please follow the steps below: Click on the gear icon ...
Synching from Zoho CRM and Duplicate Records
The import process would create a duplicate for the first time of the import if there are two contacts of the same name. For example, lets say there is a contact called X in Zoho Books already. There is another contact in Zoho CRM with the same name ...
Importing From Quickbooks
Before importing QuickBooks data into Zoho Books, we recommend you to check whether you have done the following actions in Zoho Books: 1. Matching your QuickBooks organization's settings with Zoho Books. 2. Adding the currencies and taxes in Zoho ...
Performing reconciliation for the bank accounts in Zoho Books.
1. Sign in to Zoho Books. 2. Go to Banking tab. 3. Click the Reconcile Account link on the right side panel. 4. Select the Account Name from the drop down. 5. Choose the reconciliation period. 6. Enter the Closing balance for the reconciliation ...
Creating custom fields in Zoho Books.
1. Log in to Zoho Books. 2. Go to Settings tab. 3. Click the Custom Fields sub-link under the Organization Settings. 4. Click on Estimates/Invoices on the left side for which you would like to create the custom field. 5. Type the custom field name in ...