Zoho Books Price list associated to a cusomer
how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer
Where can I find the API names of Items in Zoho Books?
I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!
Modify the name of an item with Month variable
Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" that
Auto Payment
Hi. Is there a way to automatically take payment from the preferred payment gateway upon invoice's due date? I cant see a tick box for that, but wondering if there's some sort of Deluge wizardry that can be done?
Automatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to link
Recording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allows
Report inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the
Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.
PRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.
Zoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned please
Zoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to position
Import Invoice error
Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reason
An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.
Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. Than
The payment entered is more than the total amount due for this invoice. Please check and retry.
Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.
How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance due
Webhook 'when estimate is refused' is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Expense vs Bill
What's the difference between an expense and a bill? When should I use them? Eg. I charge a client for a service. I charge them 1 lakh for the job. However, I also have to pay 3 guys @ 25000 for getting it done. So I've spent Rs. 75000 for getting this
Selecting Multiple Transactions
Is there a way to select multiple transactions when in a bank account and batch categorize them?
Portal orders
Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?
CUSTOMER RUNNING BALANCE WHILE PRINTING RETAIL INVOICE IN ZOHO BOOKS
This is basic problem in zoho books where at the time of printing retail invoice, we can't add customer running balance. Kindly provide this feature as every other accounting software has customer credit balance option at the time of invoice printin
Pay milage expense with undepositied cash
Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage
2025 Just Got More Exciting for Developers!
Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow
Ability to use Rules to automatically "Exclude" transactions from Credit Card/Bank Statements
Currently there is only the option to Categorize transactions based on rules, this request is to add "Exclude" to the rules so they could be automatically ignored based on the criteria.
Change my Region of registration to Kenya and not USA
help change registration region to Kenya
My running bank balance and my overview bank balance differs
Hi please assist me. Why would my running balance and my overview bank balance differs. The correct balance is my running bank balance
KENYA REVENUE AUTHORITY ETIMS/TIMS INTEGRATION AND E INVOICING
Dear Zoho, In reference to the above. I have been having challenges with e-invoicing with KRA e-tims to push my invoices and the integration. Below are some of the screenshots; Kindly help. Thank you. Will appreciate your quick response.
Zoho Books and Zoho Projects Task Status Update
How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.
How to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give me
unable to import transactions into zoho books
I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.
Introducing a Refreshed Design To Enhance Your Zoho Books Experience
Hello users, We are excited to bring a refreshed design along with enhancements to the user interface in Zoho Books. You might have already noticed the new color themes with redesigned icons in your Zoho Books organization. Here’s everything you’d want
Foreign Currency Bank Account
I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
not able to accept the Invitation
not able to accept the Invitation
Credit note
By mistake I issued credit note in Jan 2025 for the invoice related to Dec 2024. Now I want to delete this credit note but anable to do so. Need help in this
How I can add customized Invoice
Hi, I wanna use a customized Invoice, how i can add that
Depreciating the assets in books
How can I record the depreciation of assets using zoho books? For example, I purchased laptop for 1200 $ and paid it through my bank account. 1000 $ asset gets added under laptop category. I judge the life of laptop as 2 years, which means my laptop value
How Can I delete accounts or change type of account?
My accountant has wrongly categorized many accounts as Other Assets instead of Accounts receivable while putting in opening balances. How can I delete an account or recategorize it?
Project profitability
It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.
Tropicalize Books
Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are
Customer Statement Template not matching when sending
Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default
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