Item categories in zoho books
It would be great if we could categorize items in zoho books. As it is right now. Its just one giant list as it grows. It makes it difficult when creating invoices or estimates when you want to add items. You see a giant list. Sure you can search, but
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Books. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic
Dashboard Bug?
Good day, I've noticed in my dashboard that the Top Expenses are being recorded, however I noticed that Bills & Expenses are under 2 different categories? When I make a bill to re-stock my items, it automatically integrates which is awesome, but it doesn't
Recording AWS and Microsoft Credits in Zoho?
I received $25k free AWS credit which is to be used on their infrastructure, how do I go about recording the free credits since it's not coming as cash or payment into my bank account?
Customize Layout button in Books Templates
How do I get the the "Customize Layout" button to show in templates zoho books?
API OAuth2 for resource owner
How can I get access to APIs if I am both client and resource owner? meaning I am trying to access my own data in Zoho using OAuth2. Usecase: I have a batch job application that needs to connect to Zoho using APIs and add some invoices. I have checked
Using a Retainer to Part Pay for an Invoice That Isn't in the Same Name
Hoping someone can help me with the following situation: Person A has paid me a retainer of 230 to work on his boat. He has sold the boat to person B but agreed to pay 50 from the retainer towards the final invoice. Person A wants the remainder refunding
Refund a vendor credit
How do I refund a vendor credit? I have a situation where I accidentally overpaid a vendor. I recorded the overpayment in the contacts section. Now the vendor has refunded the overpayment to me. How can I record this in Zoho Books?
How to put Provision for salary, telephone bills, electricity bills, Insurance etc in year end
Hi, Our company is in Oman, Here year ending month is December. I want to know how to put my december month salary, telephone, electricity, insurance in December month as provision. Usually we pay all this in upcoming month, but my auditor told me to
Stop 14 Day Trial
Hello I'm currently in the process of evaluating Zoho Books, but I only want to evaluate the free version. How can I cancel the trial and downgrade to the free version BEFORE the 14 days trial expires? This seems to be misleading and deceptive, considering
Add Sales account for each project or project task, like you can for an item
Each time I create an invoice based on a project's timesheet, I need to change the Sales account for each invoice line. The ability to give a project or task a specific sales account code would save a lot of time and reworking.
using another currency rather than base currency
We are working with multinational customers and we are invoicing them in 3 different currencies: €, $, ₺ Our Zoho account has been set TRY as base currency. Is there a way to invoice a customer directly in € or $ (different currency than base curren
Authtoken Deprecation for Zoho Books APIs
UPDATE (2 JULY 2021): We've extended the deadline to 30 August 2021 for converting Authtoken to OAuth. UPDATE (30 MARCH 2021): We've added a set of FAQs to addresses few common doubts that you may have while migrating from Authtoken to OAuth. Hello
Is there a way to filter items by category when adding items in bulk in books estimates?
Hi, when i create an estimate, i cant see a way to filter by category when adding items in bulk. ie my construction company might have 50 categories for different material types, say concrete, timber, roofing, fixings etc, and will have hundreds of line
How to "apply" a price list
I understand what a price list is, but I do not see how it works, in practice. Customer ACME has price list "Price for a Small Company" with an item called "Thing." "Thing costs 1.00 in that price list, and costs 2.00 in a different price list. I find
Zoho Books Custom Fields API endpoint
I cant find the endpoint to get all bild custom fields and they possible values (Dropdown custom field). Example: I create a custom field named "Bill Type", Dropdown type, with possible values One and Two. How I can get this information from the API?
Zoho Books App
Hello I have just added a second company to my connection. I would like to use the Zoho App to populate but when I try to download the app I get message " x --not able to download Zoho Books" help with this please. cheers paul morrison
Recording VAT for Expenses Paid in Advance
Hi We are a dubai based company and need to submit VAT Return every quarter. I am having a problem with advance payment of any expense which includes VAT. We have to pay office rent annually but the period is not the same as our accounting period. For
List item-names twice in a customized layout in Zoho Books.
Hello, I have question/problem: With the placeholder %ItemName% I list my articles in my offer table. On another subpage, I would like to list my article-names again. If I use the placeholder %ItemName% again, it would like to continue the previous list
ACH Payment Do Not Mark Invoice Paid
I recently switched to Zoho from QB and I like the simplicity and the price. But after I setup ACH via Authorize.net I noticed that my customer pay for the invoice, I receive the notification from Authorize.net that the invoice was PAID, Zoho detects
New Purchase rate compared to initial purchase rate
Hi, Lets take my scenario as below :- I purchased a perfume ABC on 1 August 2021 at a price of 10 USD and entered it in my item list. 10 days later, I purchased the same item from the supplier at the price of 12 USD. Suppose I sell the product at the
Customer search function by first name only?
Is there a way to get Zoho Books to search by customer last name? Due to the nature of our business we have many, many individual clients, and it is both inefficient and frustrating to have to enter a common USA name like "John" to search for "John Brown"
Single invoice for multiple branches
How do i make a single invoice for multiple shipping address? Suppose, I have a client whose business branches are spread over the country, being service provider to that company we have been asked to provide a single invoice to the head office (one of
Email attachments do not work
So after a few phone conversations it has been confirmed by Zoho that even though it looks like there is an attachment option with email templates, in reality these do not work. We create an email template, attach a file, make a workflow and the email
reconciliation of bills
So we have our bank feed. but we do not reconcile every day. Now sometimes i like to pay a bill to a supplier and i was recording this on the app as a payment which seemed logical. The problem is then that if i reconcile the account the bill is not there
Estimate Page Margins and format
Hello, I have an issue with the estimates. I have rather long description of item which I need to mention on each estimate as our products are custom industrial products and not standard commercial products. Now the issue is, if I view the estimate in
How to show income
I am a freelance writer and I get payments from clients. In Zoho books I added a payment I received from Banking > My Bank Account > Add Transaction > Money In > Payment from Customer. After that, when I checked the income report no income was still
Credit note related to a pre-implementation dated invoice
I have a customer returning goods for a pre-implementation dated invoice, thus the invoice does not exist in Zoho. Previously, I have entered Opening Balances for Customers and Inventory. A Credit Note in Zoho books cannot be issued without selecting
Adding a consecutive article number in the article list in the user-defined layout
Hello, since we are developing our custom layout (in HTML) for estimates, we need the item list with consecutive numbering before the item description. So starting with 1, then 2 etc. Is there a hidden% variable% that I could use? Thanks.
Issues faced with Zoho books API
My application needs to send a payment link to the customer via SMS. Capture the payment and the send a payment received notification back to the customer via SMS. I have gone through the Zoho books API and I observed: 1) No API to generate payment link
Error "This user does not exist" When importing Customer .csv files on Zoho
I keep getting this error, when trying to import my customer details "This user does not exist" "None of the rows can be imported" WIth all the records being skipped and none available for import. Please Help. Thanks
Is there a way to import timesheets into Zoho books?
I was previously using a different timesheet application, and I don't want to manually enter all my past time to get Zoho books all caught up. Can't I import an excel spreadsheet of my old timesheets?
Best practice of refreshing JWT tokens from mobile and web simultaneously
We are building a customer application. For that, we are using accounting software (ZOHO). Items will be fetched from the accounting software and bills will be generated directly on accounting software using API. API is using JWT for authentication. To
Unable to Download PDF in Customer Statement and while sending invoice to Customer
Unable to Download PDF in Customer Statement and while sending invoice to Customer
ZOHO BUDGET - Account Level budget for Specific Reporting Tag
I have reviewed the ZOHO cloud accounting software and I feel that the dashboard and other options are amazing. I am actually not satisfied with ZOHO budgeting. It only allows you to to do budgeting limited to fiscal period only. If you are aware that
Recording Payroll in Chart of Accounts and Journals/Transactions - Australia
How are Australians managing payroll accounting in Books? Currently using 3rd Party STP (Payroller) and wanting to ensure accounting for payroll in Books is best practice. 1. Wages/Salary as an Expense Account? With the actual amount coming out of Banking
When Customer Pays Invoice Online, Can We Require Custom Fields to Be Filled Out?
Currently, our customers can view and pay their invoice online. If they chose to pay the invoice online, they are have to put in their credit card and their billing address. We would like to add 2 additional free text questions that would be required
adding DKIM for sending email
Hi, I've waited for an hour for DKIM to be available, but everytime I try to validate it says DKIM not found. Can anyone help? Thank you, Nico
Bill Currency
Hello! I have tried to search for an answer for my issue. I apologise if it has been answered already. I am entering a bill in Zoho Books. The vendor is in the US and the bill is in USD. I created the Vendor and set the currency to USD. I am entering
Sales Orders Custom Status not appearing in Zoho Books Android App
Hello, In Books we can create custom status for sales orders, invoices... etc, but in the mobile app these status dont appear, instead it is appearing the "original status". Are there any plans to include this in the mobile app?
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