How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
Custom Function - Wait for code to finish before loading
We are currently using a custom function which, in part, pulls information from a Contact Record and adds it to a custom field in a Sales Order after formatting it. The custom function is triggered by a workflow rule when a sales order is created or edited.
Zoho Books Data backup with attachement
Hi first of all thanks for your help, I'm a daily user of zoho books since its lunch, and i'm trying to find a way to download my Data with their attachement (paiements & invoices attachements). is there a way to do that ? 'cause the CSV backup isn't
Posting sales and purchase order to project
Hi, I have a client that build and sell large equipment (0.5M$ value). Each equipment is set up as a project. There is time and material related to it. He would like to track all costs to the project but also all purchase orders outstanding related to
Insane Estimate Non-Edit features need to be REMOVED!
This is insane! Which product team of Zoho books added the feature for estimates to non-editable after a transaction conversion? In certain industries as the user below my thread correctly points out, we need constant edits to BOTH the invoices and estimates
How to enter Opening Balance for Canada GST/QST receivables
Similar to this question https://help.zoho.com/portal/en/community/topic/opening-balance-tax-payable However, I would need to set this up for receivables. We have setup the GST and QST accounts, and are reading to enter our opening balance which our accountant
How to book/resolve small Tax differences in Zoho Books?
Hi everyone, Today I was filing the quarterly taxes (VAT Declaration) in The Netherlands. I'm a very small business owner, so I'm sorry if this is a real beginner question. I want to reset the Balance Sheet Tax row to €0, because I've met the Tax obligations...
Show message when sales order meets condition
Hello, Is there a way to show, in deskto pand mobile, a message when a sales order meets some condition? We thought we could do it with validation rules but these ones are made to block the sales order creation when the criteria is met so it does not
What's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by Zoho
CRM/Books Sync History for Products - pull/push error count reset?
Hi all, when syncing products in CRM with Books and vice versa we see in the sync history the "Pull" and "Push" error counts. when opening the pull or push errors, we see a list of products with some kind of error cause - that's ok. we fixed such errors
Zoho Books integration with Zoho Project should not require Primary (external) Client to sync
The current integration workflow between Zoho Projects and Zoho Books requires every Zoho Project to have a Primary Client before it will sync to Zoho Books. I am at a loss as to why this workflow was created this way. We have many projects in Zoho Project that are all internal - none of them have an external Primary Client user. We still want to track Profitability for these projects in Zoho Books and want to sync them to attach bills, invoices, etc. However, because we don't have a Primary
Third Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?
%SO_Reference% suddenly appears on packing slip
All, out of a sudden, the %SO_Reference% field from the sales order is printed in the header of a packing slip. Where there recent changes or where is it coming from? How can we disable this field from being printed on the packing slip?
Zoho Books Bills not showing as an expense option
I am quite new to zoho books and looking at the tutorials there should be an option to add an expense like a bill but I have no options showing under the expense tab to do that? Is this because it's still on the free version or am I just doing something
Total Receivables and Total Payables on the Dashboard should include credits
Hello, When you create credit notes for customers or receive vendor credits from your vendors, these amounts are not taken into account in the information displayed in the "Total Receivables" and "Total Payables" widgets on the Dashboard. This is preventing
Singapore DBS Ideal & Maybank2u Connecting to Zoho Books
Hi, I have been trying to search for the answer here in the community about connecting Maybank corporate and DBS Ideal Corporate bank a/c to Zoho Books but to no avail. Here are the screenshots of the error I got while connecting Maybank2u using my corporate
zoho books API, cannot get new version of postman oauth 2.0 working
Hi, I am a long time Zoho books user. I have written some API code for timesheet reporting for my own company. While I am able to make my own code work, I am unable to use the Zoho books collection in Postman. It looks like Postman may have updated
Zoho Books Payments Made Report - Allow for Filtering/Customization on Bills Details
When we run the "Payments Made" report, we can select to have a column that displays the Bill #: However, when we try to filter the same report based on Bill #, that does not exist. There is a disconnect here. Clearly, Zoho Books is keeping track of Bills
EU VAT One Stop Shop Expanding 1st of July. How to prepare?
Hi, EU's VAT One Stop Shop system is expanding significantly on 1st of July. It will not cover only services but also e.g. physical goods sold to consumers within the EU area. More info here: https://ec.europa.eu/taxation_customs/business/vat/modernising-vat-cross-border-ecommerce_en
Permissons for branches
Hi, I am setting up multiple branches, to which i would like to assign different managers and accountants. It is critical that while the accountant and manager can manage the branch financials, such as load expenses, link bank accounts, they should not
Other Current Asset Account Included in VAT return
We regularly make purchases (via purchase orders for non-inventory items) that are part of work in progress. Once the sale is complete then these amounts will be moved to cost of sales. So, I need to create an asset account that is included in the VAT
Australian GST Yearly (Not Available ???)
I've just been told by your support team that Australian GST reporting yearly is not available. Only Monthly / Quarterly Quote: https://www.zoho.com/au/books/help/australia-tax/bas-report.html Reporting Period: You can choose your Reporting Period as
Migrate to Zoho Books. How to import old invoices?
I am looking into migrating my data to Zoho Books. Currently using Zoho. My question is how to old customers and vendors opening balances along with their invoices with all line items? I have gone through the documentation and it doesn't make it clear
Not able to open Zohobook
Dear Team, Urgent request We are not able to log in on our Zohobook account. Kindly support.
Regarding credit note recent transaction of a particular customer
How to see particular customer recent transaction while creating credit note in zoho ??
How not to change Rate field while converting to invoice?
Hi.. We want to restrict a user from changing the rate field while convert to invoice? How can I achieve this? Thanks!
Suitable for Hospitality Industry
Hi This book is not so easy to maintain for Hospitality accounts, I have a suggestion for the same if your technical team can work for Hospitality account option.
Limit on atached files
Hi, Zoho Books, allows me to upload 5 files of 5Mb each. Is there any way to increase that limit? Regards, Julen Durán
Opening Balance for Customer as Credit Balance and Vendor Debit Balance
Hi, I am facing issue to entry for Opening Balance for Customer as Credit Balance and Vendor Debit Balance. In the Zoho books no option directly. I was confused to entry in credit note as not understand which account should used .Please guide step by
Manually Entering One-Off Item into Zoho Books Estimate or Invoice
Is there a way to on-the-fly insert manually an item into an invoice, without setting it up in Items? For example: I received a free sample from a vendor. Now I give it to customer free of charge. While there is no financial transaction happening (one
Why some of the invoices affect the Inventory Adjustment account?
In my opinion, the Inventry Adjustment account is used to post inventory quantity/value adjustment transactions. However, a bunch of my invoices post records to this account. In addition to this, I found that if I make inventory adjustment, it will affect
Commission calculation for salesman
Hello, have you planned a system for the calculation of commission on sales (% correlated with a discount rate) for the sale agents? It would be great if combined with Zoho CRM.
Show Zoho Books (invoices) in CRM
Hi there, We are trying to figure out how to show all the invoices of all our customers for all of our users. What permissions make this available? Currently we have a role that only has the permission 'View' at our 'Customers' but the users still can't
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen? like this in CRM
Managing Subsidiaries or Multiple Locations
Hello, My business has its HQ in the USA. We are about to open an office inside of Europe. Due to being in separate countries, we will have to have two sets of financial books, one for each country. If I want to move away from my current ERP system,
What is the rounding logic is for invoice total calculations?
Hello, So I know Books has the option of either rounding to whole numbers or rounding to 2 decimal places. I prefer the 2 decimal places option, but I'm trying to understand what is the logic for that. For instance, if the calculation has a an absolute
APPLYING CREDITS to invoice
How to apply credits to overdue invoices using custom functio when a credit note is created
add custom field inside books email template
I need to add custom field inside the email template when I send invoice to my client. I created a custom field Name: Objet from Invoice Setting and this custom field appear in my invoice, no problem, but when I added the %Objet% inside my email template
Bank rules missing employees?
Hello, is there any way to add employees into banking rules? Or perhaps I should switch the employees to "vendors"?
Email templates for all users
Hello, When creating email templates in Zoho Books how do I make those templates available to all users? I am Super Admin and one of my users is creating templates but I cannot see them.
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