Warehouse fast processing
Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,
Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise
Different languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
Currency for Petty Cash
Currencies for Petty Cash should be available
editing/applying online payments
We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment because
Invoice Discount Account
Is there a way to change the account used for Discounts applied to an invoice? The current Discount account (ZB native account) type is an "Income" type. I would like to change it to "Other Income", but that is not possible, I am assuming because it contains
Need Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
Phantom Opening Balance
While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.
Importing customer comments and multiple shipto addresses
I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but
Detailed Account Reports - Add Running Balance
When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
How to Billed from two different GST Numbers
How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?
Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
Confused by the distiction between matched and categorized when reconciling a bank statement an how to
I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (for
Steuerberater der Zoho benutzt in Deutschland
I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
One Company, multi branches, multi warehouses and I need to manage this in one organization
Dears, I'm a new user to zoho solutions, however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to
Quote PDF – Header image stopped rendering suddenly
Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still
Recurring invoices were generated with old template...
I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,
Time Tracking on Iphone doesn't stop
When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
Loading Project Balances in ZOHO Books for each project
Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from
how to undoreconciled transaction
how to undo reconciled transaction
Custom Fields Not Showing Up in Invoice PDF Template Document Information
I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.
ZOHO Books
Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.
Customer Address Not on Standard Invoice when Address is on Contact Record
Hi, I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not
Apply partial payments to invoices from the Banking Module
We need this! Why is this not possible?
Can we have 24x7 live support for Zohobooks ?
Can we have 24x7 live support for Zohobooks ?
REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES
When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as
Is it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
Tax information
Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you Pavly
Custom item field won't allow decimal.
Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?
Request for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
Standard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
No feedback from Zoho Books regarding Yodlee feeds for Investec
I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
Enviro Recycling EHF Fee's
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
FNB South Africa Bank Feed
I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,
Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory
We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses
Taxes Payable Adjustment
I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account. Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account. The adjusting entry would like like the following:
Books P&L by Customer
Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -Gina
Zoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular
Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.
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