Trying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
Cannot Import Invoices from Wave
I am trying to import from Wave. The invoices import wizard keeps throwing a date format error. I have tried everything to fix this, even going to the extent of altering the date format in my organisation profile and then changing the date format from
Whatsapp Integration Fix
Hello, I believe WhatsApp integration should be fixed. Right now all emails appear as unread but there is no way to mark it as read. I understand that the way to mark it as read may be just answering, in which case the notification dissapears. But this
Import ticket sales from another platform (TicketSpice)
I produce live performance events and use TicketSpice as my ticketing platform. Tickets are sold there, and we get weekly payouts for the tickets sold. They have processing fees, and we receive the net payout. For example, a $20 ticket gets sold. My online
Zoho Books Get Records for Custom field
Hi all, I need to get records from Zoho Books custom field in Creator using api. I have tried different ways still not ways with Zoho.Books.Getrecords,but it's not suitable for custom field. Pls help me with this.
Zoho Creating Contacts
So I have had this code snippet working for sometime now. I create a contact on zoho books with it but today it started giving back 302 responses and redirecting me to a different url. I decided to check toke validity this is what I did but i get 302
Can someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null but
Mass Conversion of Sales Order into Invoices.
My Sales orders have a Custom Field that I have called "Reference #1" that field has a unique code, that code represents a purchase order that I have placed. I want to know if there is a function where I can tell Zoho Books to convert all the "Reference
Deleted Custom Fields Are Incorrectly Counted Against Custom Field Limits
We only have 1 custom field that is a "Percent". However, as shown in this screen shot Zoho thinks we have three. Please fix this so that we may have the correct about of custom fields with a type of "percentage". The fields were forced deleted prev
"Discount" Column Name in Template Can't be Changed
Dear Zoho Team, I run into a problem when creating a template for our invoices (same problem appears with sales orders as well, though): We are using the German language settings and when I create templates in English and try to label the "discount" column
Invalid Value Passed for Phone
Each time we try to signup for Books w/our acct, we receive the following error: "Invalid Value Passed for Phone" Thanks in advice for your help, Craig We have a phone # input into our acct info, so not sure why this is happening? Additionally, when trying
Reconciliation Question
Hi there, I could use some assistance with Zoho Books, please. I currently utilize a different application for my sales tracking. However, I use Zoho Books to record these sales via journal entries. When I log my sales, I debit my Cash On Hand (bank)
Zoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port d
unable to verify and activate DKIM and SPF
i am using namecheap cpanel hosting , have added mx records and domain keys are authenticated but dkim verification fails , i have followed the steps correctly and added a TXT record.
Error occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solution
Zoho Books and Pet Pooja Integration
I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can
I factored my invoice - how do I record their fee deduction?
Hi I work with 2 factoring companies. Company A deducts 2% off my invoice before sending me the remaining balance and they do send me an invoice to show the 2%. Company B deducts 10% off my invoice before sending me the remaining balance and they do not
Generate grant token programatically (HTTP REST)
We are trying to build an integration with Zoho Books. I am able to make it all work manually, but now trying to wrap it all up to an automated process and I am stuck at being able to retrieve the grant token. To documentation states to redirect to the URL, but our process will have ZERO human intervention. I need to be able to make an automated HTTP request to the URL and extract the "code". Does anyone know of a way to do this? Why did Zoho do things so backwards and non-standard with this? Why
Zoho Books State Code
Hi, I have got a error while integrating datas from zoho creator to zoho books books. This was the error occurs: {"code":15,"message":"Please ensure that the Billing State Code has less than 5 characters."} In both Zoho creator and books we didn't have
How to send order details from wordpres woocomerce into Zoho
So, I was able to integrate woomerce and Zoho together. After place a fake order in wordpress; I can see the log entry in zoho but the order details are not visible in zoho orders (on the zoho dashboard). I need help tracking that order in zoho that comes
Zoho Books Invoice Line Items
Hi, I have trying to migrate Zoho Books Invoice via Connection but I can't migrated Books Invoice Line Items. How to integrate line items to creator? I have tried using getJson types but still I'm not getting.
Drucken: Seitenvorschau größer oder Vollbild
Jeden Tag werden viele Belege wie Angebote, Aufträge, Rechnungen, Bestellungen, etc. erstellt und zur Kontrolle in der Seitenansicht (Druck) angezeigt. Immer werden die Seitenansichten größer gezoomt und wir fragen uns warum wird eigentlich die Seitenvorschau
Attachment in Line or Details instead of TILE Window
Hello, is their any way to add attachment in Line or Details instead of TILE Window Thanks NSR
Custom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit card
Push To IRP is not enabled
Hi, I have configured e-invoicing but I still dont see the push to IRP on the invoices. Please help!
error
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400
Bank Statement Details
Was wondering if anyone has a solution for this with recent bank updates. After updating our Bank of America connection, we are noticing that the "Text" portion is no longer on the Zoho side, where it always used to be. This is only for the Bank, still
Vendor credit
can someone explain to me the transactions that take place after a vendor credit is created? I don't understand why sometimes the purchase account is affected and others the inventory account is affected even tho both items have inventory track enab
Reconcile items not done correctly
I had some one reconcile my bank account within zoho books, and I noticed I have an invoice outstanding that was paid in May 2022, what is the best way of removing the transaction the bookkeeper added so I can appropriately put it against the customer
Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..
Editing of fields in Bigin to map to imported data
I would like to upload our product range ( Training course) It has specific data fields. Can one edit the available fields in Bigin to map the data to. The data fields available under products in Bigin do not map to our required data fields
Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow
Schemes of different tyoe
How can easily apply hourly, day wise or month wise schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and
how to disable marketplaces
I have an error when trying to add books, but I get this error " Ah, looks like you have got marketplaces enabled. Please disable them first, and try again." I cannot find anywhere in self help how to do this
SQUARE Payments recorded incorrectly
Dear Zoho Team, I recently integrated Square and I have been struggling to reconcile payments. Often, a transaction from Square into my account is split into different amounts and does not equal the amount that is transferred by Square into my account.
Difference between Expenses as per BAS and total expenses in P&L
I am reconciling BAS fields (for australian client) against P&L for the same period. There is a difference in total expenses in both the statement. What could be reason of the difference? Thanks in advance. Regards Akta
Function-24: Create purchase orders from sales orders at just the click of a button
Welcome back people! Last week, we looked at a custom function that enabled auto-update of multiple fields in a record with the same details. This week, let's look at another custom function which lets you create multiple purchase orders from a single
How to create a package if the items are not in Sales Orders
For a project / maintenance / contract If items are not included in Sales Orders. How is it possible to deliver the items from the store for the project / maintenance / contract. How to track to which Project or Maintenance or Contract the Items are issued
Expenses
The payment mode in deluge is always shown as "Card", even if a cash account is selected ? Undeposited funds is a cash account & this has been selected whilst entering the expense - are we doing something wrong ?
Zoho Book -Projects
I need to define projects and their tasks in such way that TAX Invoice should be print in the attached format.
Next Page