Zero FCY Balance, Small BCY Balance
Much like the problem below: https://help.zoho.com/portal/en/community/topic/paypal-usd-account-fcy-balance-usd-0-vs-bcy-balance-sgd-81-39 My base currency (BCY) is USD. I have several merchant services accounts that present in other currencies, including
Add "Sales Person" as an optional place holder in email templates in Zoho Books
The "Sales Person" field is not an option to add a placeholder for. It would be helpful if there was an option to display the full name of the "Sales Person" in the email templates within Zoho Books.
Add new item limitations?
Hi, In my Zoho Books, when I create a new item, only the "Sales Information" section is available. The "Purchase Information" and the "Track inventory for this item" sections are not available. Is this due to some config in preferences? Or is it a limitation
Vendors API
Hello, How can I create a vendors with the zoho books api
Publish Subscribe Model implementation for India
Hi All, I am new to the Zoho books system . I want to integrate the system with 3rd party system but that should be used as Publisher Subscriber Model for India as no developer console is provided any work around or help is apricated .
E-Mailvorlagen: Die Schriftart "Open Sans" hinzufügen
Bitte Schriftart "Open Sans" hinzufügen. In der Vorlagen wird die Schriftart "Open Sans" angeboten. Das bedeutet, die aus Books erstellten kaufmännischen Dokumente (zum Beispiel PDF) haben die Schriftart "Open Sans". (Siehe Bild) Wenn dann das Dokument
Need Reports 'by period' with a "Total" column across the periods
This is such a needed feature that is available in any standard accounting software but missing in Zoho! For example, P&L statement for the year, by month. This will have 12 columns for each of the months and a 13th column for total (sum of all 12 months).
Is Zoho Books still the right choice?
Hi Everyone, I've been a loyal Zoho Books and Zoho One customer now for over a decade. I've been frustrated at times, but overall it seemed like a pretty good choice at the time. As the years continue marching on, I'm ready to pull the plug on everything
Importing Bills - Preventing Tax Rate Duplication
Hi All, I have work with QB and Xero, and there is certainly an odd quirk with Zoho Books when you import bills. We somehow manage to create duplicate Tax rates when we import. They are identical and we normal just disable them and move on, but couple
German bank feeds - when working?
Hello, I am currently testing Zoho books, which I like in generally. Unfortunately the feed of my bank account is not working although I can add the account and the balance is correctly fetched. When adding the account I received the warning that feeds
auto populate city & state with zip code
So this request will look different for countries outside of the US... Is there a way you can add a "zip code" database? The goal would be to enter a "zip code" for a US based address and have that field access database that would bring in the city and
How can I build a cash plan
As my business grows and more orders are coming in I need to build a cash plan. I can "see" what future payment will be due in the future once a cleint order is received, but I need to take in consideration other kind of future payment that are not directly
Existing customer with new enquiry
How to capture new enquiries from the existing customer to track status, which can be done for the new customer as we create it afresh. However, we don't have option to create new enquiry from the existing customer so that they can also be equally t
Line 101 - GST / HST Return - Canada
With the understanding of GST / HST return from CRA, I would like to open a topic to discuss whether or not the GST / HST return produced by Zoho Books is actually in compliant with CRA reporting requirement specifically on line 101 - Sales and other
add user
I just signed up .. I would like to add my bookkeeper I saw plan i chose had 3 users ... that was included in the 180 price correct.. and where do I add the user not finding it in the settings or profile Lisa
Wechsel zu SKR 04
Hallo, wir haben Zoho Books im Moment nach englischem Standard eingerichtet, das betrifft auch den Standard Kontenrahmen. Jetzt wollen wir auf SKR 04 umstellen, und jetzt ist die grosse Frage - was passiert wenn wir den Knopf drücken? Finden wir alles
Add the ability to restrict users from billing time beyond a specific date in Zoho Books
In order to standardize billing month to month we only bill through a specific date each month. It would be helpful if we could enter a date into setting that would restrict the time that could be added to an invoice. For example Tom has two hours of
How to Create a New Account type?
Dear Sir I would like to know how i can create a new account type with your zoho books as its required for me to add different account division in your online zoho books system... like i want to add a pre-paid mobile account as main and under that i
Reading extra fields of an invoice in the thank you note email
I have created a custom date field on an invoice but would like to retrieve that date and a few other fields when sending the user the thank you note, I have not been able to find the right info on automation etc. Please could anybody point me in the
Properly applying payments to invoices from external website?
Hi Folks, I merrily thought that having my Stripe Payments enabled with Zoho and fetching payments daily (also accounting for the fees automatically) for my external web store hosted on Big Commerce paid out the invoices in Zoho. It does not. It simply
Zoho Books Training Courses
Hello, We have recently started using Zoho Books and wanted to do a comprehensive course on Zoho Books to further my knowledge. Can anyone recommend a good course online classroom course on Zoho Books? Thanks Mary
Matching Expenses
Hello, i have and expense that I categorised and reconciled last month however when categorising this month every time i click on an expense i get a "Possible Matches" for that reconciled expense, even though the reconciled expense is $90.00 and the expense
Zoho Projects - Zoho Books Sync Error "This project is associated with unapproved report(s) hence customer cannot be changed."
What does this error mean and how do I fix it: "This project is associated with unapproved report(s) hence customer cannot be changed." As show on the screenshot below this happens between the integration between Zoho Projects and Zoho Books
when an invoice is paid, update CRM field
Hello, I want to update a field in CRM (deal modul) when an invoice has been paid. How can I do this? For this you would have to have a mapping from Deal to Invoice, right? If it's easier, then updating a field in Contact would also be OK. What is the
Logo Not relocating to specified area.
I have placed my logo in the header section where it set on the invoice template, and resizing has functioned properly. However regardless of the number of times I save, remove, refresh, or contact support. I have not been able to simply get the logo
Charity Account
Hi Community, The issue I have is this, we have a community account and use it to manage our books. Some times we receive charity donations from members which are bank transferred into our main account. I need to separate the donation into it own area/account
Trial to Free Version
Hi Support, When I was on a trial service using Books I had access to the 'Bills' function and created four transactions in Bills. I now have moved to the free version and 'Bills' is no longer a function that's available to me anymore. I now need to delete
E Way bill and E Invoice Query.
While Creating the E-way Bill for Invoice, the goods are being transported by Rail, I do not have any Transporter ID or Details. While Saving the e-way bill an error occurs as "Transporter Details required". Hence i am unable to create E-way bill. While
Zoho Books Matching Expenses
apologies, wrong forum
TDS on Provsion Entry
Hi All, I want to pass a entry for TDS on provision for expenses, but if I pass it in Journal Entry the same will not appear in TDS Report and also the reversal will have to be through Journal. It is also not possible to adjust against the bills. Please
How to change Account Type from Chart of Accounts?
I currently have the following accounts categorized this way: Non Operating Income Gain of FX Investment Gains Operating Expense Loss of FX Investment Losses I want to change the account types so that Gain / Loss of FX is under Operating Income / Expense
Does anyone else find this extremely irritating? Opening any bank account defaults to the bank's dashboard instead of transaction page
I'm in and out of different bank accounts all day and they used to open on the "All Transactions" tab or last used tab. I could start entering, searching or editing transactions straightaway. Starting this month, it opens on the bank's useless Dashboard
Estimate Decimal points more than 2 decimal points
Estimate price shows in 6 decimal places as against the 2 decimal places chosen under currency (GBP) & (Euro). Can you help fix this? All efforts have been futile so far.
Email notification when customer adds new payment type
Here is the problem: I send the email to the customer using Zoho Books from the customer page. Under "More", I select "Request Payment Information" which sends a templated email to the customer with a link to update their payment method. The customer
How to process a returned order
I have an Invoice in Zoho Books for which the customer has returned all items and agreed to pay a restocking fee. How do I process this return in Zoho Books and how do I generate an invoice for the restocking fee? Thanks, -Tom
How to change the amount filed format to Swiss Standard
We are trying to customize a template for Swiss Standard QR-Invoices in Zoho Books. The current currency format is not compatible with the Swiss standard, which requires the currency to be formatted as '15‘000.00'. There are only 3 currency formats available
Include customer portal link in invoice emails
Some customers haven't accepted the customer portal invite so I would like to promote/push the customer portal feature more by including the customer portal link in each invoice email. Is this possible?
API create new invoice response "Invalid value passed for contact_name"
I am getting the message when I post a new invoice "Invalid value passed for contact_name" Below is the json I am using for zoho books api invoice with post. {"customer_id": 606193000000060000,"reference_number": "Testing","invoice_number": "ATHTESTING","date": "2017-07-08","payment_terms": "15","due_date": "2017-07-20","discount": "210","line_items": [{"item_id": "606193000000058465"},{"item_id": "606193000000058465"},{"item_id": "606193000000058465"}]} This is a few more than minimum. The problem
Regular E-way bills cannot be generated by Zoho books for e-invoicing customers
We are over 10 cr turnover and enrolled under e-invoicing. We are facing challenge that whenever we are creating e-way bill via Zoho Books for customers having same bill-to and ship-to address (which is 99% of cases), e-way bill is generated with "Transaction
Distance in eInvoice
Dear Sir, Can you please do pincode to pincode distance automation for eInvoice requirement...? Thank you.
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