When migrating transactions such as card payments, fund transfers, and deposits from Zoho Books to NetSuite, follow these steps to ensure a smooth process: Export Transactions: Unlike bills, invoices, journals, credit memos, and vendor credits, you cannot fetch a list of transactions like card payments, fund transfers, and deposits directly from Zoho Books. Export the… Continue reading Key Considerations for Migrating Transactions from Zoho Books to NetSuite
Tag: zoho books
How to Create a Tag-Wise Profit and Loss Report in Zoho Books
To generate a tag-wise Profit and Loss report in Zoho Books, follow these steps: Access Reports: Click on the Reports section in Zoho Books. Select the Profit and Loss Report: Choose the Profit and Loss report from the list of available reports. Customize the Report: Click the Customize button located at the top right of… Continue reading How to Create a Tag-Wise Profit and Loss Report in Zoho Books
Fetching Transaction Details in Zoho Books
Zoho Books allows users to access detailed information about transactions, such as class names, which may not be readily visible in the transaction summary. However, these details can be retrieved on a transaction-wise basis. Here’s a guide on how to export detailed information for transactions like bills. Steps to Export Transaction Details Log In to… Continue reading Fetching Transaction Details in Zoho Books
Vendor Credits and Credit Notes not showing in AP and AR Aging Reports in Zoho Books
In standard Accounts Payable (AP) and Accounts Receivable (AR) Aging reports within Zoho Books, vendor credits and credit notes are not displayed by default. However, you can modify the report settings to include these details. Follow the steps below to ensure comprehensive reporting. Start by logging into Zoho Books account. Go to the “Reports” section… Continue reading Vendor Credits and Credit Notes not showing in AP and AR Aging Reports in Zoho Books
Identify Bills Applied to Vendor Credits in Zoho Books
In Zoho Books, it is not possible to determine which bills will be applied to the vendor credit through reports directly. To obtain such details, individual vendor credits need to be examined to identify which bills are applied. After logging into the Zoho Books account, the “Reports” section should be clicked. Then, the “Vendor credit… Continue reading Identify Bills Applied to Vendor Credits in Zoho Books