Custom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this is largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular
Zoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
Changing VAT start date
Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
Bank entriy is nov month why this shifted to jan 2025 month
bank entries for november month i entered but why this is transfer to jan 2025 month.
Delay in Listing Customer data while creating transaction
After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the advanced search. When I manually add a customer name, the display name becomes
existing warehouses need to be migrated to the Locations module
Upgrade to Locations We've enhanced the Branches module to include warehouses and renamed it as Locations. To enable the Locations feature, your existing warehouses need to be migrated to the Locations module. Once migrated, these warehouses will appear
Transaction Rules & Customer Payments
So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
Whatsapp integration update.
Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.
How do I generate a report with the total amount of money trasferred from one bank account to another?
Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I only
Zoho Finance Workshop 2025 is Happening Now! 🎉
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
Cliq funtion not triggerring from Books.
Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is working on it......." It is a template-type response. I authenticated the link(Cliq
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Phone Number Format Change - Bulk Add Country Code and Remove Dashes
In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packages
Accountant
Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.
Adding Client VAT and BRN in our Invoice
Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can do?
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
Client Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name
ABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
Accounting on the Go Series-40: Simplify Payments with M-PESA Gateway Integration in Zoho Books Mobile App in Kenya Edition
Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature that will help Kenyan business owners streamline their payment processes: M-PESA
how do I manage Petty Cash
Hi I have a problem ? 1. Question ; I am the owner of the company, I withdraw money from bank for my own use and latter-on if required I pay some bills in cash. how do i mange this transaction in zoho books. 2. Question Some time I withdraw cash from bank for my own use. But If there short of fund in the bank I deposit the cash back in bank. How do I manage this transaction in zoho
Select a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the right
Rounding off rate in quote
Hi team, Please help me to rounding of rate amount in quote
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
List of API for report
Can I have list of API for Reporting ? Like this API : https://www.zohoapis.com/books/v3/reports/customerbalances?organization_id={{Organization.Organization_ID}}&accept=pdf
GST composition scheme dealer - treatment for client expenses reimbursement
Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
zoho book API - Price list (create / update /delete) - Is there any documentation?
Hi there, Is there any documentation on how to create a price list on zoho book via API? There's nothing on the API guide. Thanks in advance Claire
how to get Access Token & refersh Token
https://accounts.zoho.com/oauth/v2/token?code=&client_id=1000.DP4CU4M4AT0BJBX7KT5YUMIO1PNQTE&client_secret=ca66e715e9c387711166997b44fc45924b960385fa&redirect_uri=myurl&grant_type=authorization_code this error: {"error":"invalid_client}
zoho feedback
I hope you are doing well. I wanted to take a moment to express my appreciation for the Zoho ecosystem and how it has positively impacted my business. Since I started using Zoho Books in 2019, I have found it incredibly efficient in managing my operations.
Unearned Revenue
Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i entered
Add bank transfers via a webhook or API
Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a transaction from an external (unsupported bank) in the moment there is a transaction
ABN Amro
Hi, We are trying to add Abn AMRO as a bank in Zoho Books. However we get the following error: Type of Error: User Action Required Description: The request cannot be completed because the site is no longer supported for data updates. Possible workaround: Please deactivate or remove the account. Suggested Action: The site will no longer be supported by Zoho Books and should be removed. Does that mean it's no longer supported? Thanks!
Is a record ID in Zoho Books always numeric?
Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing
Recording the deducted TDS on advance received from Customer (Zoho Books India)
Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted
Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
Zoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
Zoho books not accepting valid state code via api
Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
discount on total amount
i want to add discount on total value of my purchase order instead of applying line by line.my customer will not accept the discount on line by line.
payment voucher, receipt printing feature
Why dont ZOHO add the voucher printing feature in zoho book with authorised signatory and receiver's signature
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