A credit card whose transactions don't fit Zoho import options
Hi, I have a credit card (from Goldman Sachs). The downloaded transactions don't fit the three options I am given for import. Here is an example of a Payment and a Purchase from the transactions I get: Transaction Date Clearing Date Description Merchant
Zero value line items in banking feed
Good day, I am categorising items in our banking feeds and numerous charges are reflected as zero-value e.g. there will be a notification fee line item but the actual charge is zero. How do I categorise this? Please help.
Plaid instant verification for Stripe ACH
Hello I'm setting up plaid and noticed that in order to use ACH I have to migrate from development over to production. I under stand production has 2 options the 500 a month plan and pay as you go plan. Will I incur any fees or extra costs with the pay
GST applied on Bills- non percentage basis
Hi, I sometimes receive bills which have multiple line items (100s of lines) and input GST is charged on various items at multiple rates (some items may be zero rated, others exempt and remaining standard rated). As it is not viable to enter all the line
Exported data should be in multiple Currency
We have two Zoho book instances one is .in & the second one is the .com domain. each instance has multiple currencies. base currency is INR & AED so what we need here, whenever we export this diff instance expense report we need total should be in INR
Billable Expense Reimbursement
I am evaluating Zoho books and I have a concern with the expense section. Typically our employees put expenses on their personal credit cards. These expenses are typically billed to an end customer. We also need to count these expenses as "cost of
Zoho Books and Zoho Projects
Is there any way to direct Zoho Projects to create invoices in Zoho Books instead of Zoho Invoice?
migration date how to change
migration date how to change
Auto generating serial numbers for invoice
Dear Team, Please add option for two auto generating serial numbers for invoice
ZOHO BOOKS Desktop Version
In Lieu of the recent server loss, I suggest A desktop version of books so that we can always access our data as needed and then update the server when it comes back on. Thanks for listening Bobby
Single Sign on for Zoho Books Client Portal
Hi there, Is there currently any way to implement Single Sign on for our Zoho Books client portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would like
Bulk Petty Cash Statements
Hello , Im trying to upload a bulk of petty cash statements, its not giving me the option to do so. When i try to do it in a bank or credit card account is possible yet when I go to the cash account is not giving me this option... help!
When will you add pay roll ?
You are adding all unnecessary features without adding the main requirement. All companies need a payroll, that is the most important requirement for any company. Sorry to say, you will loose your customers eventually. Looking for a better online accounting
Migration Wizard non-existent
I'm right in the middle of the Wave to Zoho Books migration and ready to import our transactions in to Zoho Books. Only to find that the Migration Wizard is nowhere to be found. It's the long holiday weekend and Zoho support isn't responding. There also
How to track money in transit
For example, when you have written a pay cheque or made a bank transaction. The money have not yet actually detected from your bank account. What is the best practice to record this pending transaction? What account type in Zoho books should be use to
Error when importing payments - Some of the invoices for which you've chosen to record payments do not exist. Please check and retry.
Hi, New user here. Refugee from Wave's changes. I'm now trying to import a subset of payments as I was receiving errors when trying to import a lot of payments. The most common error by far is "Some of the invoices for which you've chosen to record payments
Apply default UK VAT rate to Tasks and Projects
Hi – hope everyone's staying safe and well and managing to look out for one another. Wondered if anyone could help? As an overview, we're new to Zoho Books, our company is GB VAT registered (not flat rate) and just have a quick query regards recording
Nederlands MKB bedrijf dat nu werkt met ZOHO BOOKS.
Wij gaan over van een ander boekhoudprogramma naar ZOHO BOOKS. Wij willen graag in contact komen met een Nederlands bedrijf die ook deze transmissie heeft ondergaan naar ZOHO BOOKS. Graag zouden wij aan u enkele vragen willen stellen. Hoop dat iemand
Workflow emails not sending, even though logs show email being sent
Workflow automation logs show emails being sent, nobody in the list is getting them and they are not going to spam or another folder. It is hit or miss, some of them work and are sent and others just show a log entry but no email is ever sent. Where can
Enhancement to Advanced Filters in Reports
Hello customers, We are delighted to inform you that we have enhanced the filtering options within report customization to help you get the desired results. Now you can filter the reports based on reporting tags, item fields, projects, accounts etc., - all in one place. Until now, you were able to filter reports using reporting tags directly from the Customize Report option. Now, this option has been moved within Advanced Filters in the following reports: Balance Sheet Horizontal Balance Sheet –
Automated bank feed support deprecated
Hi, Can I ask what the plan is for replacing the previous automated bank feeds for the UK as I've currently got a notification at the top of my banking screen in Zoho Books saying "In the light of the recent CJEU judgement, we’ve deprecated support for
Books API [Create Invoice 1038 error]
Hi, I have an issue with creating my invoice, and keep getting this error "message":"JSON is not well formed". What is wrong with my JSON string? '{"notes": "Thanks for your business.", "discount": , "discount_type": "entity_level", "is_inclusive_tax":
How do I allocate a retainer and final invoice payment made in one deposit?
We have recently migrated to Zoho and are transferring all our information. Our company usually issues a retainer invoice, then allocates the payment to the retainer. We then issue the invoice, apply the retainer amount to the final invoice and then allocate
HOW DO I GET IN TOUCH WITH ACTUAL SUPPORT?
Sorry, hate all caps, but we're now 2 weeks into a trouble ticket with ZERO progress, explanation, and the technician assigned to it seems to have evaporated from the face of the earth. The problem is that both the "Transaction Modules" sync and the "Vendors"
Recording payments using APIs
I operate in Japan and we cannot use online payments with the banks here, also there are bank transaction fees, with VAT (consumer tax) deducted, on both the paying and payments received, and these vary. So you can well imagine the time taken to manually
Zoho Books: 2020 in Retrospect
View all the features we made during the last year in our What's New Timeline.
Broken Credit Card Feed (Capital One)
The feed to my bank / credit card company hasn't synced since late December and has an error message that says "feed broken." I have tried (many, many times) to update my credentials, and I have quadruple-checked that they are the login credentials used
How do you key in website as intangible assets? or expense?
Hi, Appreciate if someone can help me on this. Should website cost be an intangible asset or expense in a company and how do you record that? thanks
Bank details - Feeds
The bank is no longer called. A message appears, but nothing happens.
Pagination in Transactions
When viewing transactions in Zoho Books the pagination at the foot of the page covers the final transaction in the list.
Profit & Loss Statement
I am new to Zoho Books. When I run a P&L statement, cost of goods is always shown with a zero balance. In my items, I have set up my COG account. I have about 25 invoices so far, but none have generated COG data for this report. Any ideas what I am
woocommerce integration
Woocommerce is exploding in popularity as a Wordpress based ecommerce system. Several Zoho Books competitors have created Woocommerce integrations. Freshbooks Xero Quickbooks Quickbooks POS It would be awesome if Zoho Books had a similar integration. It appears each of those competitors created and supplied their own integration to Woocommerce. Zoho CRM + Books + Creator and Woocommerce are becoming the center of my business. It would save me a lot of time if they played well together.
Client Margin an Ticket Report
How do I create a Report that can be filtered by dates and shows: Client Q of invoices Total Sales $ Average invoice sale $ Total Profit $ Margin %
Custom function for Zoho Books processes
We need a function wherein if any changes are made to the Invoices, Payments, or Credit notes, respectively of a particular customer, a trigger is given to get the total Invoice/payment/credit note amount. Trigger on: 1. Invoice add or edit 2. Payment
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Zoho Books, Related Lists and Custom Fields in Estimates
I'm using Zoho books and creating Estimates and Invoices. Customers have vehicles that we service. Is it possible to have a related list of vehicles that can be selected when creating the Estimate? Here's what I've done so far: 1. Created a Form in
Invoice Sent via API not including Stripe Payment Link
When we send an invoice from the CRM or Books manually, there is a checkbox towards the bottom under the "Payment Gateway" section of the invoice, with a checkbox for Stripe. Our sales process is to present the customer with an estimate, when they accept
Email alerts for items
Hello, I'd like to ask you is it possible for me to receive a notification when a specific item is ordered by a client. It is important for our company to check carefully some of our items, before we ship them, so it will be nice if you have such a function.
More ZohoBooks API bugs with OAuth2 ?
We are trying to generate the Client ID, Client Secret, Access Token and Refresh token for OAuth2, to make it work for accessing the ZohoBooks API using the new OAuth2, and following the documentation at https://www.zoho.com/books/api/v3/#oauth It always
How to change the Invoice / Bill upload template
With the introduction of TCS on sale of goods in India. I am unable to upload the details of TCS collected in the template format provided for bulk invoice upload. How to edit and configure that. ?
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