Books
Reconcile a BAS payment with PAYG withheld and PAYG instalment in Zoho Books
A typical Australian BAS has three parts: GST, PAYG withheld and PAYG instalment. To reconcile the BAS payment in Zoho Books, record the two PAYG payments from your bank account, then match all three transactions to the ATO payment at once. Applies ...
Use retainer invoices and credit notes in Zoho Books
A retainer invoice is an advance payment that you then deliver goods or services against. This video shows step by step how to create a retainer invoice, draw down on it, and issue a credit note when a customer asks for one on an invoice drawn from ...
Set up and use reporting tags in Zoho Books
Reporting tags let you break down your profit and loss by things like department. Each transaction is "stamped" with the tag value when it's created, and you can then filter reports on any, all or none of your reporting tags. Applies to: Zoho Books – ...
Set up and charge GST in Zoho Books
This article explains how GST works in Zoho Books, from setting up the tax and invoicing customers to lodging your BAS with the ATO. Applies to: Zoho Books – All clients 1. Set up GST Open Settings (the gear icon at the top right). Create a new tax, ...
Backdate an invoice in Zoho Books
Yes. You can give an invoice an earlier date when you create it in Zoho Books. Save it as a draft, then mark it as sent so the amount and GST are posted to the right ledgers. Applies to: Zoho Books – All clients Before you start The invoice date ...
Upgrade from a Zoho Books trial to a paid subscription
Before your Zoho Books trial ends, Zoho emails you instructions to convert to a paid subscription. All your information is kept when you upgrade; only the plan changes from trial to paid. Applies to: Zoho Books – All clients Before your trial ends ...
Link a bank feed and reconcile your bank account in Zoho Books
Link your bank account to Zoho Books so the transactions come in through a daily bank feed. Match or categorise them as they arrive, then reconcile the account against your bank statement every month. Applies to: Zoho Books – All clients Background ...