Item Options or Subitems
We are looking to adopt Zoho One as our "operating system for business". I'm on a trial and have searched everywhere for this solution with no luck. Hoping someone here can help.... I'm having trouble finding an answer to whether or not this can be done
Adding another line to pending Sales order
Hi We had a test organisation setup with Books and Commerce towards the end of last year (if that's relevant), which allowed us to add a line to a pending sales order that had come in from Commerce (see attachment). Now, with our live setup, we find that
using zoho books api to send sales order to contact
Hi, Does anyone have any example of the query string to send the sales order to the user? I keep getting the following response code: 1007 message: "The email address for this customer was not found in the customer's details. Hence the mail could not
Feature Request: More flexibility in templates
We are beginning to use the sales orders module in Zoho Books. It would be nice to be able to add a blank column or two that I can create my own headers for. I'd like to see this in multiple templates, but I'm thinking about the sales orders in particular
How to apply retainer invoice payment to a specific income line item
When applying retainer invoice payments to an invoice, is it possible to apply those payments to a specific income line item? Here is a typical situation for us. We are a service provider, and our invoice income is divided between Labor and Reimbursable
How can I delete duplicate transactions?
I submitted this to Zoho support on February 16th and it's marked to not answer until a week later on the 22nd. I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure
Zoho Books - Last Payment Date field can show old payments in Zoho Analytics.
Zoho Books support provided me with guidance as to how the "Last Payment Date" field is generated in Zoho Analytics. I consider it a bug, Zoho does not. In short, the last payment date does not mean the most recent payment you have received but rather
Zoho Books Zoho CRM integration
Anybody here facing permission issues with Zoho Books and Zoho CRM integrations. I have configured the correct module permissions for Zoho Books in CRM but my users aren't able to access the Zoho Books module. They are getting the error "you do not have
How to apply mutiple filters in zoho books list invoice
How to apply mutiple filters in zoho books list invoice like i want get all invoice from zoho books expect for status.void If someone know this please let me know Thank you
Receivable, Payables
We have a client that also invoices us. Our relationship has come to an end and we owe them an amount of money and they owe us, we would like to offset what we owe each other and then make one final payment. There are also small credits recorded for each
ZohoBooks API to get the contents of an Invoice
As defined https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice I am able to get the invoice via Curl curl https://books.zoho.com/api/v3/invoices?organization_id=YYYYYYYYY\&invoice_number=INV-XXXXX -H 'Authorization: Zoho-oauthtoken ZZZZZZZZZZZZZZZ' ALL INVOICE DETAILS ARE RETURNED AS EXPECTED Performing the following POST in postman https://books.zoho.com/api/v3/invoices?organization_id=YYYYYYYYYYYY&invoice_number=INV-XXXX With a header set to Authorization: Zoho-oauthtoken ZZZZZZZZZZ Returns
A credit card whose transactions don't fit Zoho import options
Hi, I have a credit card (from Goldman Sachs). The downloaded transactions don't fit the three options I am given for import. Here is an example of a Payment and a Purchase from the transactions I get: Transaction Date Clearing Date Description Merchant
Zero value line items in banking feed
Good day, I am categorising items in our banking feeds and numerous charges are reflected as zero-value e.g. there will be a notification fee line item but the actual charge is zero. How do I categorise this? Please help.
Plaid instant verification for Stripe ACH
Hello I'm setting up plaid and noticed that in order to use ACH I have to migrate from development over to production. I under stand production has 2 options the 500 a month plan and pay as you go plan. Will I incur any fees or extra costs with the pay
GST applied on Bills- non percentage basis
Hi, I sometimes receive bills which have multiple line items (100s of lines) and input GST is charged on various items at multiple rates (some items may be zero rated, others exempt and remaining standard rated). As it is not viable to enter all the line
Exported data should be in multiple Currency
We have two Zoho book instances one is .in & the second one is the .com domain. each instance has multiple currencies. base currency is INR & AED so what we need here, whenever we export this diff instance expense report we need total should be in INR
Billable Expense Reimbursement
I am evaluating Zoho books and I have a concern with the expense section. Typically our employees put expenses on their personal credit cards. These expenses are typically billed to an end customer. We also need to count these expenses as "cost of
Zoho Books and Zoho Projects
Is there any way to direct Zoho Projects to create invoices in Zoho Books instead of Zoho Invoice?
migration date how to change
migration date how to change
Auto generating serial numbers for invoice
Dear Team, Please add option for two auto generating serial numbers for invoice
ZOHO BOOKS Desktop Version
In Lieu of the recent server loss, I suggest A desktop version of books so that we can always access our data as needed and then update the server when it comes back on. Thanks for listening Bobby
Single Sign on for Zoho Books Client Portal
Hi there, Is there currently any way to implement Single Sign on for our Zoho Books client portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would like
Bulk Petty Cash Statements
Hello , Im trying to upload a bulk of petty cash statements, its not giving me the option to do so. When i try to do it in a bank or credit card account is possible yet when I go to the cash account is not giving me this option... help!
When will you add pay roll ?
You are adding all unnecessary features without adding the main requirement. All companies need a payroll, that is the most important requirement for any company. Sorry to say, you will loose your customers eventually. Looking for a better online accounting
Migration Wizard non-existent
I'm right in the middle of the Wave to Zoho Books migration and ready to import our transactions in to Zoho Books. Only to find that the Migration Wizard is nowhere to be found. It's the long holiday weekend and Zoho support isn't responding. There also
How to track money in transit
For example, when you have written a pay cheque or made a bank transaction. The money have not yet actually detected from your bank account. What is the best practice to record this pending transaction? What account type in Zoho books should be use to
Error when importing payments - Some of the invoices for which you've chosen to record payments do not exist. Please check and retry.
Hi, New user here. Refugee from Wave's changes. I'm now trying to import a subset of payments as I was receiving errors when trying to import a lot of payments. The most common error by far is "Some of the invoices for which you've chosen to record payments
Apply default UK VAT rate to Tasks and Projects
Hi – hope everyone's staying safe and well and managing to look out for one another. Wondered if anyone could help? As an overview, we're new to Zoho Books, our company is GB VAT registered (not flat rate) and just have a quick query regards recording
Nederlands MKB bedrijf dat nu werkt met ZOHO BOOKS.
Wij gaan over van een ander boekhoudprogramma naar ZOHO BOOKS. Wij willen graag in contact komen met een Nederlands bedrijf die ook deze transmissie heeft ondergaan naar ZOHO BOOKS. Graag zouden wij aan u enkele vragen willen stellen. Hoop dat iemand
Workflow emails not sending, even though logs show email being sent
Workflow automation logs show emails being sent, nobody in the list is getting them and they are not going to spam or another folder. It is hit or miss, some of them work and are sent and others just show a log entry but no email is ever sent. Where can
Enhancement to Advanced Filters in Reports
Hello customers, We are delighted to inform you that we have enhanced the filtering options within report customization to help you get the desired results. Now you can filter the reports based on reporting tags, item fields, projects, accounts etc., - all in one place. Until now, you were able to filter reports using reporting tags directly from the Customize Report option. Now, this option has been moved within Advanced Filters in the following reports: Balance Sheet Horizontal Balance Sheet –
Automated bank feed support deprecated
Hi, Can I ask what the plan is for replacing the previous automated bank feeds for the UK as I've currently got a notification at the top of my banking screen in Zoho Books saying "In the light of the recent CJEU judgement, we’ve deprecated support for
Books API [Create Invoice 1038 error]
Hi, I have an issue with creating my invoice, and keep getting this error "message":"JSON is not well formed". What is wrong with my JSON string? '{"notes": "Thanks for your business.", "discount": , "discount_type": "entity_level", "is_inclusive_tax":
How do I allocate a retainer and final invoice payment made in one deposit?
We have recently migrated to Zoho and are transferring all our information. Our company usually issues a retainer invoice, then allocates the payment to the retainer. We then issue the invoice, apply the retainer amount to the final invoice and then allocate
HOW DO I GET IN TOUCH WITH ACTUAL SUPPORT?
Sorry, hate all caps, but we're now 2 weeks into a trouble ticket with ZERO progress, explanation, and the technician assigned to it seems to have evaporated from the face of the earth. The problem is that both the "Transaction Modules" sync and the "Vendors"
Broken Credit Card Feed (Capital One)
The feed to my bank / credit card company hasn't synced since late December and has an error message that says "feed broken." I have tried (many, many times) to update my credentials, and I have quadruple-checked that they are the login credentials used
How do you key in website as intangible assets? or expense?
Hi, Appreciate if someone can help me on this. Should website cost be an intangible asset or expense in a company and how do you record that? thanks
Bank details - Feeds
The bank is no longer called. A message appears, but nothing happens.
Pagination in Transactions
When viewing transactions in Zoho Books the pagination at the foot of the page covers the final transaction in the list.
Profit & Loss Statement
I am new to Zoho Books. When I run a P&L statement, cost of goods is always shown with a zero balance. In my items, I have set up my COG account. I have about 25 invoices so far, but none have generated COG data for this report. Any ideas what I am
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