How to change the Invoice / Bill upload template in Zoho
With the introduction of TCS on the sale of goods in India. i am unable to use the current invoice upload temple. Is there a way i can change the template format. How to edit and configure that. ?
Unable to send invoice via API {"code":7008,"message":"There are no contact persons associated with this Invoice."}
This was working fine when i was testing, added some custom fields into my estimate/salesorder/invoice and now am getting this error: {"code":7008,"message":"There are no contact persons associated with this Invoice."} //success do the rest salesorderID
Can Zoho Books cut multiple checks for multiple vendors in a single pass?
I'm a new Zoho One subscriber and am still getting familiar with the system. One of the first things I've noticed is that it doesn't seem possible to run a batch that can cut multiple checks for multiple vendors in a single pass. I have about 75 vendors
GSTR-2B in Zoho Books disabled
Hello Team, GSTR2B is disable. How can i activate it? Screenshot attached for your reference.
How to enter revenue against a project and report it
I am using Time Tracking and projects to track revenue and expenses against specific projects. I've created the project and customized the various templates to include projects as a required field. I've entered and processed invoices as well as expenses.
Exporting custom items
Hi, I'm trying to export a csv file to then upload to my website. It's a file with only 4 Fields. I've made a template with field names to change to ones required by my website. (see screenshot below) I have a search filter - Webshop where I find just
Deleting Petty Cash Transaction
Hi - I have several transactions listed in petty cash that are duplicate credit card transactions and where inadvertently listed in petty cash. I would like to delete these manually entered items however, when I select them then hit the delete button, I receive an error message that says "only unreported, unsubmitted and rejected expenses can be deleted" and I am unable to see how I might reject or otherwise remove these duplicative transactions. Please advise. Thanks
Multi-Select & Match for Banking to be available in Advance Search
The new Advance Search to filter statements data works great! but when this used, the option to Multi-Select & Match is no longer available. Multi-Select & Match is even more powerful if we could filter data using the advance search (for example by Payee),
Increase Reference field to more than 50 Characters
The reference field is now limited to 50 Characters, there are transactions that require more than this, specially Bills / Invoices with several transactions, currently Zoho trims the excess of characters and adds (..) but by doing this the transactions
Handyman Contractor and how to work with TaskRabbit
TaskRabbit is an app whereby the public hires me through the app. The customer pays TaskRabbit. Then, TaskRabbit pays me. Technically my client is TaskRabbit because I receive money from them, correct? Should I set up one client, TaskRabbit, or should
Update Custom Fields in Estimate returns {"code":4,"message":"Invalid value passed for JSONString"}
What am i missing here? This is a custom function inside "automation" tab of Zoho Books, all i am trying to do is update some custom fields that are blank so they have the correct value from the customers profile in CRM if the sales person forgot to enter
Zoho books api - Create item api - returns 404 error
I use this end point to create item. https://books.zoho.com/api/v3/items This is the data sent through JSONString parameter. {"name": "test1228", "description": "xx1", "sku": "test12281", "account_id":"482615000000000388", "purchase_account_id":"450148000000034003",
Zoho Finance no longer syncing customers with Zoho CRM
Since January 8th Zoho Finance isn't able to pull customers from Zoho CRM. I can initiate the sync manually, and it seemingly finishes, but the customers aren't pulled in. And there is no new sync listed in the sync history. Zoho support has been completely
Payment for Multiple Invoices
When I have a client with multiple open invoices it would be great to combine those invoices into one bill or email to allow them to pay all of the invoices at once instead of multiple payments. I do a lot of work for the same clients over and over and
P&L : show tags or projects in colomns
hi, my customer use tags as line of business or department. it would be great to show a p&l with all tags in columns with a total of all columns at the end. thanks
IPeachtree to Zoho Books migration?
Is it possible to migrate data from Peachtree to Zoho Books?
Banking - Transfer To/From Another Account (Multicurrency)
Hi, We have issues with Interaccount Multicurrency Transfers. The amounts shown of both statements very rarely matches because of the rate of exchange is only 6 decimal places and will never be accurate. So we always have to double with an entry showing
paypal fees
How would I add the paypal fees in my accounting software, zoho books? If i put in an invoice and a client pays there is only a record of the paypal fees in paypal itself but I need to record it somehow in my zoho books.... any ideas?
periodic invoice free fields
We use the periodic invoice to settle software maintenance contracts. It would therefore be helpful if there could also be free fields in the periodic invoice, such as "Contract number", "Contract types", "Contract conclusion date", ... We have set up
Storing Payment Info
Any one having problems with this? My company is looking to save a customer's credit card information after they pay an invoice. Subscriptions allows us to do this (see image below). Am I missing anything, or is it possible to replicate this functionality
[WEBINAR] Setting up Books for the New Year with Joshua Bleznick
Hello folks, It's 2021, and the start of a new year is the perfect time to streamline your accounting and set your business up for success. To help you start on the right note, we are hosting a webinar on Setting up Books for the new year, with Zoho
Fields not positing "is_linked_with_zohocrm" & "zcrm_product_id"
I'm trying to make an instant sync between books and crm via a deluge script. Issue is that I'm unable to read or write to these fields, I know that I have the correct api field name. Are these fields only available to read if the sync writes them? Posting
Zoho Books/Inventory download docs in Excels formats
I wonder if anyone achieved a way to download PO/SO/Bill/Estimate or Invoice in Excel Template via just click of a button? Is it even possible via Creator or Zoho Sheets or Airtable? We are currently looking into the solution but so far non of the developers
Print bank ledger
Occassionally I want to print out the bank ledger to get a simple overview of transactions and dates, whats the best and easiest way to do that?
zoho books create contact issue using php curl
hello zoho books team, i'm new in zoho books api. when i try to create an contact using zoho books api, i face an error. string(59) "{"code":14,"message":"Invalid value passed for authtoken."}"
Multi-currency option for bank accounts
Hi, I have a number of transactions in multiple currencies in my business which go through my pre-paid debit card. I'd like to add this card as a separate bank account in Zoho and wanted to check if it's possible to add a card that where transactions
Zoho Books Default to U.S.A.
I run credit cards using manual entry to Zoho Books. Every one of my clients are from U.S.A. Is there a way to create this as the default country so I don't have to enter it every time? Thanks!
How do I change PayPal setup to be a cash account?
I use PayPal to receive payments through it in my business, so it is not a credit card for me but more of a cash account. But Zoho is assuming it is and only lets me match transactions as if it were from a credit card. Any tips to solve this? Thank
Depricated auth token scope
Please help. I'm trying to generate an apiauthtoken in the following way: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoBooks/booksapi&EMAIL_ID=********&PASSWORD=******** but keep getting the following error: #
#Sun Jan 10 03:26:11 PST
Missing documentation for "related lists"
This question is related to both Zoho Books and Zoho Inventory. Under settings you can add something called "related lists" to a resource, like items. When I do this I get some sample code of how this is supposed to be implemented: /* This is a sample
Matching two separate deposits to one invoice.
I use Square for the farmers markets we attend. Square deposits all credit card purchases made before 5pm the next day, but any purchases made after 5 pm will not be deposited until the day after. This is causing a problem for me in reconciling my accounts. I create a mass invoice for the day's sales, but when I go to reconcile and match them in my bank account I cannot figure out how to match two separate deposits to the one invoice. Is this not possible? Will I need to go back each time and
ZohoBooks API Bugs for 'Packed' and 'Shipped'
When we enter a new sales order via the ZohoBooks API the new order is listed with a wrong 'Packed' status, the latter should only be set after a sub-sequent order fulfilment process. It is my understanding that your tech support is already working on
GST filed status in case of no payment
HI! Our GST ITC exceeds the outward GST liability as such no payment is made. GST 3B filing status is not available to be marked complete until payment is recorded. GST return has already been filed. But we are not able to mark it as complete in ZOH
How to delete bannk feed download
I am setting up zoho books and set the wrong date to download bank feeds. I now have about 2000 bank transactions I don't need. I don't fancy deleting them individually. is there a way to delete the download and re-download the correct dates?
Zoho Books for Mac App
When you change between different companies the "Timesheets" from the previous selected company show. The only way to show the newly selected company's timesheets is to close app and relaunch it.
Can we pass shipping and billing address directly when creating a Sales Order through APIs?
We are trying to integrate Zoho books APIs with our application. In our application, the user can change the shipping and billing address at the time of ordering, so the user address is not fixed. Can we pass this address information while creating a
Is There a Method to Apply a Credit Note to a Vendor Credit?
ZoHo One > ZoHo Books (with ZoHo Inventory and ZoHo CRM linked and activated) I have a contact who is both a customer and a vendor, they would like to apply a Credit Note to reduce the open Vendor Credit balance they have. Here is the scenario: Contact
Zoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,
Japanese Translations
I assume Zoho Books is using Google translate or another such AI, and has never or infrequently had anyone with Japanese native language ability go over the basic accounting terms and set these in common Japanese. Even English abbreviations are incorrectly translated. For example, in the Journal Entries, in the edit mode Dr is translated as (借方) and Cr is (貸方). These are correct, but when the Journal is published, Dr is displayed as Dr (not 借方). At least we can understand. BUT Cr comes out as (コスタリカ),
Calculate miles for delivery
Hi everybody, We are in need, after migrating from QuickBooks, to find the way to calculate the miles we drive for deliveries to different customers. Every customer has a fixed distance (no multi-location customers, right now). We thought about creating
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