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General
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Reports
General
Can I export a detailed general ledger to view the opening and closing balances of all my accounts in Zoho Books?
Where can I view the transactions for a particular account?
How do I print the Customer Statement Report?
How do I schedule a report to be generated on a regular basis in Zoho Books?
How do I disable a report that is scheduled to be generated using a report scheduler?
What is a Tax Summary Report?
How do I generate a customised Tax Summary Report?
Why am I seeing income transactions while running the Account Transactions report for expense accounts?
How do I receive a Business Overview / Weekly Summary Report every week?
I have recorded payments for certain transactions, but the value of those payments is included in the Overdue dropdown under the Total Receivables and Total Payables sections of the dashboard. What is the reason for this?
Is it possible to obtain a list of transactions associated with a cash account, including the running balance for each transaction?
How do I compare my previous month’s profits with my current month?
Where do I view all the written-off invoices?
Is it possible to run a balance sheet for a particular date range?
How do I know if a transaction is deleted?
What method is followed for computing a cash flow statement?
What all reports can be saved as Custom Reports and can be customised using reporting tags?
Does Zoho Books have Audit Trail? How do I view the changes that were made to a transaction?
Will I be able to retrieve deleted transactions in Zoho Books?
Receivables
What is the difference between the Customer Balances report and the Customer Balances Summary report?
Why does the closing balance in the Customer Balances Summary report not match with the accounts receivable in the Balance Sheet report?
What is the difference the AR Aging Details and the AR Aging Summary reports?
Why am I not able to customise the Invoice Details report using reporting tags even though I’ve added reporting tags to the items in the invoices?
How do I view the customer-wise breakdown of the total unearned revenue in Zoho Books?
Payables
What is the difference between the Vendor Balances report and the Vendor Balances Summary report?
Why does the closing balance in the Vendor Balances Summary report not match with the accounts payable in the Balance Sheet report?
What is the difference the AP Aging Details and the AP Aging Summary reports?
Why am I not able to customise the Bills Details report using reporting tags even though I’ve added reporting tags to the items in the bills?
How do I view the vendor-wise breakdown of the total prepaid expenses in Zoho Books?
How can I get the details of the quantity of items purchased from my vendors?
Inventory
What is Margin in the Product Sales report and how is it calculated?
I calculated the margin for a product using the formula, but the margin obtained using the formula is different from the margin shown in the Product Sales report. What is the reason for this?
In the FIFO Cost Lot Tracking report, why are some bills associated with invoices created before the bill?
Banking
How do I download the matched, categorized, unmatched, reconciled, and unreconciled transactions of a bank account or card in Zoho Books?
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