How to record on Zoho books
Hello everyone. Just new here in Zoho. I just wanted to ask how to record in Zoho books the following: 1. Cash given to the office cash custodian by the owner from his own pocket 2. Now the cash received and use mainly for small small Payment from the
Bulk Update Customer Display Name
How can I Bulk Update the Customer Display Name from “salutation firstName lastName” to “lastName, firstName”? Is there another way to change Display Names, such as with an export/import?
List of Customers who have purchased an Item
How can I get a list of all the customers who have purchased a particular item that shows both the customer name and the quantity that they purchased?
Record cash in hand
How to record cash in hand of ₹100000 in zoho books at the beginning of accounting year. And this amount is not from sale. It is injecting funds in business.
Zoho Books in Restuarants
Please I would love a suggestion on how customers would be recorded on Zoho Books since a restaurant might not have the same customer coming in every week or day. When creating an invoice, which category or name should be included to track the sales of
How to
Dear Sir /mam, In Inventory summary report -"available for sale " entry comes from "stock on hand" qty- "committed Stock" qty. committed stock data entry is coming from sale order till date . -I just want to remove all sale order entry till date now (for
Cannot Update Credentials of Zoho crm in Zoho books
Greetings, We've made an integration between zoho crm and zoho books.. By mistake.. I've generated a new ZSC Key in zoho crm The problem is I cannot update the credentials in zoho books.. I only have (Disable integration) option.. How can I update
Bulk Updating my Items, Help Plz
lets say I have 100 Products uploaded in my Item list now I want to bulk update those item, one field I want to bulk update, lets say Item Name and another field is SKU, I want to change the item names and SKU in Bulk when I try to update through csv
Generate grant token programatically (HTTP REST)
We are trying to build an integration with Zoho Books. I am able to make it all work manually, but now trying to wrap it all up to an automated process and I am stuck at being able to retrieve the grant token. To documentation states to redirect to the URL, but our process will have ZERO human intervention. I need to be able to make an automated HTTP request to the URL and extract the "code". Does anyone know of a way to do this? Why did Zoho do things so backwards and non-standard with this? Why
Trying to create a Bill from creator (Deluge) in Zoho Books.
Can anyone give me an example of Deluge code to create a Bill in zoho books from a deluge script. Thanks.
Void Invoice doesn't change status of Sales Order
When we void any invoice, the respective sales order status remains unchanged. The items status show as 'invoiced' and the sales order status also shows as 'closed'. It doesn't even come up in views like Shipped & Invoice Pending. Basically zoho considers
Mileage Tracking for Zoho Books
Hi there, Has anyone come up with a solution for simply keeping a log of miles (or kilometers) driven or flown for tax purposes? I would be happy just to keep the record alone, if a calculation is not possible.
Transferring information in custom fields, from Estimate all the way to Invoice?
I have several custom fields for the same information that is necessary for Estimates, Sales Orders, Purchase Orders, Packages, Shipments, and Invoices. However, they never remain filled out when I go from one to the other. For example: I have a Sales
Bills - Make "Include Open POs" Option Available for Bills from POs / Item Receives
When a new Bill is made from either the main sidebar menu (Purchases | Bills) or from a Vendor page (New Transaction | Purchases | Bills), the following option is available at the end of the line item breakdown of the Bill: When clicked, this opens up
ZOHO Books Timesheet and rounding time/hours
I read an old thread in the Zoho Invoice forums about rounding to nearest 15 or 30 minutes for Timesheet entries. Is this possible in Books?? I'd think it would be since isn't Invoice just a stripped down version of Books? So my question: Is it possible
About Get Grant Token Code
Hi there, Why do I use the link like 'https://accounts.zoho.com/oauth/v2/auth?scope=ZohoBooks.invoices.CREATE&client_id=1000.0SRSZSY37WMZ69405H3TMYI2239V&state=testing&response_type=code&redirect_uri=http://www.zoho.com/books&access_type=offline' to going
Adding GST Details
Hi, I have just shifted to ZOHO and find it difficult to add GST details as I'm unable to find the option where to add tax rate or where to create an invoice, kindly help us regarding this.
reports having details of customer sales order vale , item , invoiced , payments received , balance (invoiced) , balance (sales order value-payments received)
hello I am currently in the free version of Zoho Books , looking to implement Zoho . I am in the business of construction and sales of residential apartments and villas the normal sales process involves creating item (villa number with other details of
Automatic VAT for home country for Sales Orders
Dear Support, Is it possible to automatically add UK VAT element to the transport charge in a Sales Order? At present you have to manually select the VAT, which is easy to forget. Could Zoho add local VAT by default? It could then be deselected if the
How to see which recurring invoice a project is associated with
I have four projects that are giving a sync error with Zoho Projects. "Once a project is invoiced, the customer associated with that project cannot be changed." All the time is unbilled for each of these projects. I think this error is because they are
Search within the Custom views
Need search bar option which searches within the entries of a custom view and not the whole module.
Removing Shipping address of all customers
i need to remove shiping address of all customers for now as it is creating bill to ship to while making eway bill despite selecting regular type , the way told in mail support is not working , please suggest other alternative way
Query parameters doesn't work banktransactions API
Hi, Zoho Books banktransactions API returns entire set of the data irrespective of the query parameters passed. Query parameters date_start, date, amount_start, last_modified_time are not applied. Sample requests: https://books.zoho.in/api/v3/banktransactions?date_start=2023-03-01
Signatures on invoices
Hi, Am i able to have my customers sign an invoice as proof of delivery? Or are we only able to have the persons name who collected it entered on the invoice? Our technicians use tablets. .Thanks
Zoho Books State Code
Hi, I have got a error while integrating datas from zoho creator to zoho books books. This was the error occurs: {"code":15,"message":"Please ensure that the Billing State Code has less than 5 characters."} In both Zoho creator and books we didn't have
Recording a Returned Check
Hello, I had a customer pay for two invoices, their payments went into the undeposited funds account, then deposited with several other checks. A few days later, I received notice that their check was returned. I have gone through the process of creating
Custom Fields
God knows I am trying to make Books work for my business. I am even looking for a freelancer developer who can make changes for me. Something as simple as being able to; 1- Use custom fields between modules. It is the same order across. Why can't I carry
Inline Invoice Email
Is there anyway to get the invoice to show in the invoice email. I know that I can attach it. I've got customers looking at the email on their phone and they really like being able to see the breakdown of charges without the hassle of opening the attached
Invoices: Save as "Sent"
Not all of us need to send off invoices as we are bricks & mortar companies - lots of us have sales that don't require this feature but also some sales that do. Please add the option to "Save as Sent" to the invoice module ! Perhaps a hidden field could
Yearly Income Tax Report - Which Report is Best To Use?
Which report is the best to use when to help prepare for yearly income taxes? It looks like the "Profit and Loss" report has all of yearly expenses and totals in one place. Is this a good report to use?
Reimburse Bill Payment Expense
I used a personal credit card to pay for a bill received from a vendor. Normally when I reimburse myself I use Zoho Expense to submit an expense report and pay it from there via Books. But since this is an invoice/bill from a vendor... How do I properly
Are there fees associated with using more than one organization?
Hi, I'm just migrating from Quickbooks. I've always kept one account for my business and one for my personal. I created one for the business on Zoho a few weeks ago, which I've paid for, and one for personal today, which now says "free trial". Once the
2023 woocommercce and Zoho books integration
Figured I’d start a new thread to figure out what the best way is for woocommerce and Zoho books integration. We have stripe and PayPal payments on the website and those are all linked into Zoho books right now. is this going to be an easy process or
How can I debit from current year earnings?
I would like to move some funds from my current year earnings to owner's drawings via a journal entry. But Books does not seem to allow this. What are my alternate options? On the phone, customer care told me to debit from my Sales. But that does not
Custom field in customer portal
Morning, My business is 100% special orders for customers. I am currently using the online portal in Books. II also have custom fields that are populated as the order progresses. e.g., expected delivery date, date the order arrived at the warehouse, and
Client Portal
No Access to Sales Orders? No access to Shipping Details and Tracking? Am I doing this wrong? It would make more sense to have ALL the details pertaining to a sales order available to a client through the portal than having an email trail to follow. So
Discounts With Avalara
Hello, When Avalara integration in Zoho Books is enabled, discounts only have the option for currency. Percentage discount is not possible. I am sure this is a limitation due to the calculation of tax with Avalara integration being based on a percentage
Html help
I have the following simple template layout and do not know how to style it. All I require are lines or alternating grey bars. This is the code: <meta content="text/html; charset=utf-8" http-equiv="content-type"><style> #customizeContentArea { padding:10px;
Zoho books Purchase Order Status Issued to Open
Hi, Im integrating Purchase Order from Zoho Creator to Zoho Books. In Zoho Books status were as 'Issued'.How to change status to 'Open' in Zoho Books while integrating?
Custom Template for Customer Statement
How has zoho still not released custom template for Customer statements & outstanding. Very important & needful feature
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