Hi, Zoho Books is widely used around the globe as a powerful platform for businesses. Currently, we have a global edition, as well as editions for US, UK, Canada, Australia, India, UAE, Saudi Arabia, Bahrain, Kuwait, Qatar, and Oman. Hope this helps. If you have any further queries, please write to us at support@zohobooks.com and we will be glad to help. Have a great day!
Hi Simhadri, You can navigate to the Banking module, select the respective bank account, and click Add Transaction to create the transaction. This will be available as a manually added transaction. Kindly refer to this link to know the steps in detail: www.zoho.com/in/books/help/banking/add-transactions.html#manual-transactions Hope this helps. If you have any queries, please write to us at support@zohobooks.com and we will be glad to help. Have a great day!
Hi Dhananjai, To filter the Profit and Loss by reporting tags, follow the steps mentioned below. - Open your Profit and Loss report. - Click the Customize button. - Click +Add More under Advance Filters. - Choose the Reporting tag, select the comparator and then, choose your options. - Then click Run Report. Hope this answers your query. For further queries, you can write to support.india@zohobooks.com. Have a nice day!
Hi Amit, As of now, it is not possible to generate statements based on contact persons. However, you can view the sales reports for your sales persons. To view this report, go to Reports > Sales > Sales by Sales Person. Hope this helps. If you have any further queries, please write to us at support@zohobooks.com and we'll be glad to help. Have a great day!
HOW TO CREATE LEDGER IN ZOHO AS ASSET FOR MY ACCOUNTS PERSONAL ZOHO ACCOUNT AS THAT I HAVE ALREADY SPEND MONEY FOR MY COMPANY AND I WANT BACK AS LEDGER HOW TO CREATE RECOVER THIS (TRANSACTIONS ARE MADE WITH CREDIT CARD) PLZ REPLY AS SOON AS POSSIBLE
You can configure accounts of your wish from 'Chart of Acconts' module in Zoho Books. Below are the steps for your reference. www.zoho.com/in/books/kb/accountant/configure-coa.html In addition to the above, you can also choose to add the bank/credit card account under the Banking module and post contra entries based on your requirement. Please take a look at the below for better understanding. www.zoho.com/in/books/help/banking/add-accounts.html There are lot of user education videos and help docs for you to know more about Zoho Books. UA-cam: ua-cam.com/users/ZohoBooks1 Help doc: www.zoho.com/books/help/getting-started/welcome.html You can also drop us a mail at support@zohobooks.com and we'll get back to you. Have a great day!
Great informative tutorials! Once the transactions are reconciled，how can I make corrections on uncategorized transactions by itemizing them?
please i need a clear view on how i can import a printed statement into zoho books
Please if I have more than 10,000 transactions how can I categorize them all at once ??
so i have to hand over my bank username and password to Zoho in order to use the bank reconciliation feature? I don't want to do this.
Which countries are Zoho Books used widely?
Hi,
Zoho Books is widely used around the globe as a powerful platform for businesses. Currently, we have a global edition, as well as editions for US, UK, Canada, Australia, India, UAE, Saudi Arabia, Bahrain, Kuwait, Qatar, and Oman.
Hope this helps. If you have any further queries, please write to us at support@zohobooks.com and we will be glad to help.
Have a great day!
Is there any desktop app for zoho 📚? I want to download it.
How can we map the Internal bank transfers??
Hi Simhadri,
You can navigate to the Banking module, select the respective bank account, and click Add Transaction to create the transaction. This will be available as a manually added transaction.
Kindly refer to this link to know the steps in detail: www.zoho.com/in/books/help/banking/add-transactions.html#manual-transactions
Hope this helps. If you have any queries, please write to us at support@zohobooks.com and we will be glad to help.
Have a great day!
How to make profit and loss report with reporting tag ?
Hi Dhananjai,
To filter the Profit and Loss by reporting tags, follow the steps mentioned below.
- Open your Profit and Loss report.
- Click the Customize button.
- Click +Add More under Advance Filters.
- Choose the Reporting tag, select the comparator and then, choose your options.
- Then click Run Report.
Hope this answers your query. For further queries, you can write to support.india@zohobooks.com.
Have a nice day!
How can show contact person wise sales report or client statement
Hi Amit,
As of now, it is not possible to generate statements based on contact persons. However, you can view the sales reports for your sales persons. To view this report, go to Reports > Sales > Sales by Sales Person.
Hope this helps. If you have any further queries, please write to us at support@zohobooks.com and we'll be glad to help.
Have a great day!
HOW TO CREATE LEDGER IN ZOHO AS ASSET FOR MY ACCOUNTS PERSONAL ZOHO ACCOUNT AS THAT I HAVE ALREADY SPEND MONEY FOR MY COMPANY AND I WANT BACK AS LEDGER HOW TO CREATE RECOVER THIS (TRANSACTIONS ARE MADE WITH CREDIT CARD)
PLZ REPLY AS SOON AS POSSIBLE
You can configure accounts of your wish from 'Chart of Acconts' module in Zoho Books. Below are the steps for your reference. www.zoho.com/in/books/kb/accountant/configure-coa.html In addition to the above, you can also choose to add the bank/credit card account under the Banking module and post contra entries based on your requirement. Please take a look at the below for better understanding. www.zoho.com/in/books/help/banking/add-accounts.html
There are lot of user education videos and help docs for you to know more about Zoho Books.
UA-cam: ua-cam.com/users/ZohoBooks1
Help doc: www.zoho.com/books/help/getting-started/welcome.html
You can also drop us a mail at support@zohobooks.com and we'll get back to you.
Have a great day!