Searching using API
Hi Can you tell me how do you perform a search, using the API over a set of records in ZOHO Books. For example I want to search all Journals that have been modified over a certain date period. All I can see from the API docs is you can get all the journals,
TDS Receivable
Currently info regarding 'TDS Receivable' appears in the balance sheet. Is it possible to fetch a report w.r.t 'TDS receivable' without going through the Balance sheet ?
New Report : A/R Aging Details
Hello Everyone, We are constantly putting our efforts in enhancing our reports section taking into account the feedback we’ve received from you. Following the enhancement we’ve provided in the A/R Aging summary report, we have added a new A/R Aging details report under Reports -> Receivables with the same set of customization options as provided to A/R Aging summary report. This report lists the unpaid invoices in accounts receivables, which can be grouped by customers, sales persons and currency.
Sales Report: Sales by customer by item
Hi, i have a few big clients and I really would need to run a report to see what I have sold to any of my single customers. I would need the Sales by items report, but I would need to see the sellings for each selected customer. How can I see the single
Opening balances
I am having a horrible time! I am bringing in all my opening balances following final adjustments by the auditors! I cannot for the life of me get it to balance, customers and vendors don’t have the opening balance box yet so I have to put in invoices
Italian Tax and Bank support in Zoho Books
Dear Zoho Corp, as Italian users we're growing up quite envious seeing other editions (India, Canada, UAE, ...) of Zoho Books offering a better support for taxation directly integrated, with some even seeming to include the possibility to interface with tax agencies directly. Even more, we see that our neighbourhood country like Spain, France, Austria, etc. could directly easily interface their banks and credit cards with Zoho Books/Expenses. On September 14th, typing "Italy" in the "Add Bank Feed"
Exporting invoices to Excel format
Good evening. Is it possible to configure ZBooks so that this information circled on this image (especially the payment method made, not the expected method, but the method by which the payment was made) are displayed in the Excel file after exporting
Stripe Payments - Exclude Bank Transactions When It transfer To My Account?
We use Stripe with our ZoHo books account to process credit card payments. My problem comes when I send an invoice to a customer and they pay with a credit card through stripe. It all gets credited and such and I like that. But then when I update my
Emailing Invoices Template
Hi everyone, I am trying to change my email template for two types of customers. When I sent an email with the ability to pay by card, through stripe, a big pay now button appears on the email along with a pdf attachment of the invoice. If my customer
Creating sub-accounts to a standard account
I am new to Zoho Books and currently I am preparing the Chart Of Accounts for my organization. I wonder if we can create sub-accounts to a standard account in Chart Of Accounts and do simple addition calculation to these account? For example, A and B
Notice board
Although I made this request many years ago, let's try again..... The notification provided for oAuth is something that would be beneficial to most users, why not make it available as a general & individual user notice? We could use it to : Congratulate
Is it possible to set Estimate/Invoice Status via API?
Is it possible to set Estimate/Invoice Status via API? To support an automation, I need to change the status from Sent back to Draft. THEN: I need Books to set the status to Sent when I re-send the Estimate.
Item rate base cost plus additional per linear foot
Hello, For many of my service items, I would like to have a rate of a base $ plus additional cost per linear foot. For example, install baseboard at $200+$5/LF. Is this possible with Zoho Books items? Thanks Eric
data import problem customer doesn't exist
Hello, I have again a problem, I can't import my data in ZOHO using YOUR file in xls ... this is very crazy. I want to import my data list using the same template that Zoho provide like example. So, I want import data because there is NO contact in Zoho..
Associate specific Price List with CRM Account
Is there a way to associate a specific Price List with a given CRM Account?
How to Generate Customer Journal and Ledger
How to Generate Customer Journal and Ledger
Credit & Debit note
Hello Team, I am new to Zoho books and my business is also new. I have the following situation. I am supplying some UPS battery to my customer. Lets say (for ex.) it is one lakh INR. At the same time i am buying back the old battery that the customer
Free text and alternative line items
Is there really no possibility to add free text and alternative line items to quotes and invoices in Zoho Books? I haven't seen any software before, where you can't insert this!? We often have the requirement to insert additional texts between the articles
How do I get a invoice url through api?
Hello! I am trying to see how I can generate a url for an invoice via api to create a button on CRM to generate a link.
Zoho Books Auto Sign Out
My Zoho Books automatically sign out every month, please describe the reason why it sign out? and give an adequate solution.
receivable statement with unused credit
We are unable to generate a receivable /payable report where we can get unpaid invoices/bills with unused credits. It happens many times that we have to keep unused credit without matching it against invoice/bill until full and final settlement. Tally
Swiss amount format
Hi, I like to import my bank statement into books. However, there is a problem in the amount format suported by Books. The swiss amount format uses single quote as thousands separator. This quote is not available in the format list. Is there a preferences
Help with Security Deposits
I can't find a way to deal with security deposits correctly. I need to be able to categorize money that comes in as a security deposit so it doesn't show up as income. I need to be able to move money at a later time frame from that deposit into a category
accounts mapped to "Shipping Charges", "Adjustment," "Shipping Cost," and "Discount" fields
I wish we were allowed to choose which Chart of Account accounts were mapped to the "Shipping Charges" and "Adjustment" fields on Invoices and to the "Shipping Cost" and "Discount" fields on Bills. Currently all of these fields are hardcoded to either
Zoho Books PCI Certification - Stripe
Has anyone been able to achieve PCI compliance with Zoho books and Stripe as the payment gateway and merchant account provider? We have received notification directly from Stripe that Zoho has not completed their requirements in regards to being a service
Opening Balance sales
Helo, How can i edit sales opening balance? I have migrated from wave to zohobooks last month. i have manually inputted other opening balances such as bank but can seem to do same for sales. i only see the opening balance in my Profit and loss .
Feature Request: HIPAA compliance for Zoho Books
There are some old topics around this idea in the Zoho community, but all of them are at least 2 years old. There is NO HIPAA compliant accounting or invoicing system available for health professionals that isn't either a) exorbitantly priced, or b) only accessible by buying into a bloated practice management system (see option "a"). Zoho has previously mentioned that full compliance was part of the plan. It's been YEARS now. Please, please implement this! Thank you!
Budget Or Inventory tracking
Hey guys, Why we can't have both? I want to do the budget for all of my departaments, but I can't choose to What account that cost goes once that I enable the track inventory. Anyone solved it? I understand budget and the report as money spent track,
IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
Ability to change width of address box in PDF Templates - Header Section
In the PDF templates there should be an option for the Header where you can specify the width of the box that holds the address. We have sometimes addresses that are long and it breaks the line and puts them in the next line. if you could specify the
Linking BOOKS Estimates to a CRM Potential - Not Possible?
It seems that the only way to 'link up' a CRM Potential and a BOOKS estimate is to crate a new Potential. Suggestion: Add a function that allows a CRM user to select any BOOKS estimate, or perhaps multiple estimates, and link it to a Potential for the same Account/Contact.
Incomplete bank statement uploaded
We have recently moved to Zoho Books from another accounting package. We imported all estimates, invoices etc. and also imported bank statements going back to 2013. However, for one of the bank accounts, the transactions imported appear very incomplete.
Does ZOHO Books support automatic bank statement retrieval
Hi, Like QuickBooks, soes ZOHO Books automatically imports bank transactions and Credit Card transactions and reconcile it automatically.
Discrepancies in closing/opening balance after Wave migration
Hi there, Completely new to Zoho Books and have been an extremely lazy individual when it comes to bookkeeping and anything finance-related! I've been using Wave for a couple of years, mostly to invoice and upload statements to understand the business's
Send a lead an Estimate in Zoho Books
How can I send a lead that is in my Zoho CRM an Estimate from Zoho Books???
payments received Resource does not exist'
when I import payments received in zoho, it doesn't accept the Payment Number error- stating 'Resource does not exist'
Export Invoice: Data separated by items
I was trying to export invoice data, and use the data to verify payment in spreadsheet. I found the the invoice was separated in rows when the invoice have multiple items. In the other words. Please refer to the attached images. Is there any option to
Calculator in Input Form
In Quickbooks (desktop, at least), when one is entering a number in the register or any other input, you can do mathematical operations (e.g. adding, subtracting, multiplying, dividing), and upon pressing enter, the final result is put into the form.
Date Entry Field
We're trying to switch over from Quickbooks, and there's a minor annoyance that keeps being brought up regarding date entry. Quickbooks allows one to type in the date with no spaces, slashes, dots, dashes or whatever and then is smart enough to be able
AutoGen + CustomGen Document Numbers
Hi, I'd like to be able to create my own Sales Order numbers and Invoice numbers in addition to having the system auto-generate as well. This use-case would be when creating Sales Orders or Invoices (Or any other type of document for that matter) via the API. So I use the API to create a document, and because of that, I can assign a document number from my end because the document is being created externally. But if I create a Sales Order, or Invoice directly on Zoho Books, it must then auto-Generate.
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