Invalid value passed for csv_column
I'm trying to set up Zoho Books for the first time and am working on importing my bank statements. I've downloaded the statements from my bank into .csv format. When I try to import I get the error message "Invalid value passed for csv_column". I'm not
How to get full data for salesperson in Zohobook
Hi, I'm trying to get full data for salesperson but can't do it I see we can using some ways salesperson = zoho.books.getRecords("salespersons",organization_id, "zoho_books"); salesperson = zoho.books.getRecordsByID("salespersons",organization_id,salesperson_id,"zoho_books");
Association specific Merchant account with specific fee account when recording payment
Hello, I've been looking everywhere for how to do this but have turned up no easy way to accomplish this. I have a customer pay via Venmo and there is a charge associated with that transaction, when i input that charge in the "Bank Charges (if any)" section
reconciliation of bank accout
I don't know if I'm the only one that is unable to reconcile the bank monthly. Due to not being able to "match" The checks or other transactions that are single i have no problem matching its the CREDIT CARDS. the total for he month matches but not per
Zia search
Still no purchase orders, bills, expense or sales orders modules are included in Zia search, even though the drop down says "All modules". If I search for a SO number, PO number, a bill number or vendor nothing is shown - strange behaviour for a search
Integration Zoho Books and Power BI
Hi all, What is the best solution to get all Zoho Books data into Power BI. Is this the Zoho creator option in Power BI (Get Data + Online Services)? Or should I use third party software, like provided by CDATA or SKYVIA. Or do I have to use the ODBC
Bank feed missing transactions
My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correct
Viewing current financial year Zoho books
Hi, How can we adjust zoho books and inventory to current financial year so that We can view only running year sales order and invoices. What is happening right Now is , when we arrange sales order or invoice in ascending order or descending order, entire
Reports tags
The report by tags is very important but this is very restricted because for all transactions I can associate tags more in reports I can not take reports by tags or I can only more for 3 modules and I find this very bad. Because I use the tags as cost centers and I have as a "commercial" department I will make an expense and I will associate the tag to the commercial department, then I want to take a report of expenses by tag only from the "commercial" department. So how do you tagged your expenses?
Record Expense discount
We are a nonprofit where we receive discounts on items that we purchase. They are sometimes gift cards provided by donors, sometimes accumulated discounts that the retail store provides in the form of a store credit. A copy of a typical receipt shows
Billable Expenses directly set-off against payment
In my business, I keep incurring expenses on behalf of my clients on daily basis and we don't raise Invoices for such reimbursements. It gets reimbursed from client based on proof of expenses. Currently in Zoho books, I can only setoff the billable expenses
Why Journal Entries are required ?
Hello Zoho Team While I see a very strange behaviour / treatment of JV in Zohobooks and seems like you guys do not want to use JV and remove it altogether from the Accounting process which seems very un-fundamental to me While there are chances of fraud
Tax Agency from Shopify to Zoho Book
Sure, here is the translation: Anyone out there having issues with the taxes in Zoho Books from Shopify? I need to create my tax report. I'm having trouble generating it. With the integration of Shopify to Zoho Books, Shopify creates the taxes by itself
i cant import pdf statement of bank statement
i cant import pdf statement of both bank and credit card statement it will be very helpful if the credit card statement will be uploaded in the pdf format itself converting is a time consuming process
Excess money received from a one time customer
One of my customers paid me 5 Rs excess than the invoice value. It is a one time customer and never going to comeback for this 5 Rs. I have already allocated the credit to the customer, but the 5 Rs showing as excess always. I want to remove this 5 Rs
CUSTOMER STATEMENTS
It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaid
Payment option after zoho books invoicing
Its a very very important to change as soon as possible. When my clients pay their invoices and use the "pay now" button on the email i sent them through zoho books, they have the possibility to pay through visa card (since i connected stripe with it).
Collecting Customer's Card Information
From what I was told by customer support, Zoho Books does not allow you to collect payment without disrupting the sales process. There is no way to collect it via API, there is no way to import it via merchant. You can either email the customer to enter
No inventory items' images shown at PO or SO
Hello, after successfully creating the inventory items, then we try to create a Purchase Order or Sales Order, the problem is that the items we select for the new intended SO or PO, won't show their particular images when selecting "PDF view" at the top
Customer Portal - Custom Tab - Images flicker continuously
I have a custom tab in the Customer Portal of Books. It's a simple web page with a couple of images. When the pages loads in the Customer Portal the images flicker continuously. Like it's loading those images over and over but very fast.
Matching Customer Payment and Bank feed recorded in different currencies
I have raised an invoice in USD and received payment through wire transfer to my bank account in INR. When i am trying to match imported bank statements (which is in INR), the customer payment entry (which is recorded in USD) against the invoice is not appearing in the transaction matching box. Even when i run a search on Customer name or dates or transaction type, it results into nothing.
Backup of Books
I am after a backup of my book data. 1. for Tax purposes 2. For if anything goes wrong, I can roll back to my last backup. 2a. Like you have in Zoho Creator, you can backup and download your entire database. Are you going to be able to do it in Zoho Books? As currently there is no simple method for backing up zoho books data, other than exporting excel/csv sheets which is not entirely a backup solution. If this is in your plans for the future, can you please let me know a rough time line of when
How to record expenses, on behalf of client for a particular invoice number?
We are Business services provider, We usually give invoice along with government fees and our service charges. Once customer made payment we start the services, and made several payment to different department on behalf of customer. Current Zoho Books
UAE Bank feeds
Has anybody added a bank feed for Abu Dhabi Commercial Bank (ADCB) Pro Cash account? ADCB does appear in the list of feeds. Or does ZoHo have an agreement in place with ADCB?
Accounting on the Go Series-42: Zoho Books Android App-Advanced Search Feature
Hello everyone! Welcome back to our series where we explore the features of Zoho Books. Today, we're listing the "Advanced Search" option in the Zoho Books Android app. This feature is designed to help you filter data based on specific criteria, making
Getting Attachments details of PO in Zoho Books from Zoho Analytics
Hello Team, Based on the Attachments, we must get the PO's details. that is, whether or not attachments are available in the Zoho Books Concern PO. Is there a method to obtain the information from Zoho Analytics.
Loans Receivable Payments
Hi, I would like to know if there is a way for us to send receipt to our customers for every loan payments that they have deposited to us. Currently, I record each loan repayments as deposit from other accounts then match with the the corresponding liability
Please add the option to attach document from Workdrive when sending an invoice.
Hello, these seems like such a basic feature. For example many times I send an invoice I will like to attach a PDF with wire transfer payment details instructions but there is no option to do it from Workdrive which seems pretty odd. It would be great
Split of books
Hi Team, Can we have option to split the books and if not is any other workaround? Regards Neha
ONLINE PAYMENT LINK RELATED
Hi, Could anyone guide us, one of our customers asking payment link against the invoice generated by us. We have generated the payment link but the customer told unable to make payment via credit card mode
Combining multiple estimates with one sales order
One of my customer made a single purchase order combining multiple estimates, now how do I create a single sales order linking all the accepted estimates?
How to fetch invoices,payments based on the created_time using the API
Hi, I would like to fetch the invoices and payments based on created_time. However, in the API documentation, only a filter for last_modified_date is available. Could you please help me with this Thanks, Krishna
GST Summary Issue
The main issue that I am facing is regarding the format in which the GSTR1 data is exported from Zoho Books, in tally the previous software I used the data comes out in a way the values of a single invoice number all come in a single line that is the
Additional Discount Column in Estimates, SO and Invoices
Hi, We pass 2 type of discounts in the invoice. Trade Discount and Project Discount. We would like to track these discounts separately. Right now Zoho Books has the option to have discount column in each item line or another one at the bottom, before
Removing "Sent Using Zoho Books" in Email Subject?
Hi Zoho Books, I am currently running a trial, and had just tried to make a payment. It worked, but I can't help to notice that emails generated and sent by Zoho Books (Such as Payment Notification and Thank You) have been appended "Sent Using Zoho Books" in the subject line. Can I remove this with a paid version? Thanks in advance.
Need to edit the "Exchange Rate" on reconciled transaction
We have two bank accounts under different currencies. We are constantly transferring funds from one currency to another. Then, at month-end when we reconcile the two accounts we might find that exchange rates in Zoho Books does not match up with what
Partial customer Refund via customer Credit Card used to pay invoice
How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlow
Project not available in sales orders
Hi, Could you tell me why projects are not available in Sales Orders? As a work around I start by using estimates, but the project do not follow in the Sales orders, wich is a problem to follow all invoices on a project. If I use estimates, I cannot partially
items listing in purchase bill is not showing while makinh sales invoice zoho books
items listing in purchase bill / items saved in zoho is not showing (as drop down ) while makinh sales invoice zoho books
Related to ZOHO books
Which are the banks listed in ZOHO books for online transactions ? and Is it possible to fetch account balance of the added account of the company ? In master accounts, vendor account tree is directly fetched or not ?
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