How To Disable Tax Reverse Journal in Implementation of Unearned Revenue
Hi There, i'am start using zoho books just a week ago.. and i do some of trial and error to adjut the standard of bookkeeping in my country, and i found that if i record Retainer Invoices included with Tax.. then, if i implement the Retainer Invoice into
Multi-currency Account payment in different currency
We have two bank account one in USD one in HKD. I can make payment in USD from both account. My bank allows me to remit from my HKD to a USD account during a Bank Transfer. The problem I have is when I want to record a Payment to a Vendor in USD the only
Notification when Invoice email is opened and/or links clicked by customer?
Since the only way to know when an invoice email has been opened in Zoho Books is by going into the application and hovering over the mail icon in the Invoices section on Zoho Books, my other users never know when it has been viewed. I've played with
Remove the Currency label in Zoho Books emails
Hi, my emails to clients currently have a large currency label prior to the invoice total amount (e.g. USD or NZD or AUD) which I'd like to remove and just use a $ sign. How can I do this? It's unnecessary for me to have a currency label in invoices and emails as only deal with one currency.
Tracking Inventory without recording sales to individual customers
Hi! Instead of tracking sales to individual customers, I would like to make a single entry at the end of the day that records the sales of all the items. I am more interested in tracking the inventory and the overall PNL rather than billing each customer
Need Multiple currency for Suppliers and Buyers
Hello, We need multiple currency support for buyer and suppliers, We are doing international business and we often sell goods in foreign currency as well as local currency, However zoho does not support this, I am trying Free agent and xero they support all currencies for suppliers Bills & expenses as well as buyers invoices, Kindly work on this feature will be great help to decide using zoho books Thank you
Credits & Debits in Banking of Zoho Books
The little observation which is disturbing and difficult to accept is that the Income is show as Debits and Expense is show as Credits. Which is suppose to be the other way. I am getting confused as I am business user not a Accountant. Regards, Rahul
Invoice timing
Like many small businesses we find ourselves working on the weekends catching up on paperwork. What i would like to do and i am sure is possible is to send invoices, estimates and reminders but to delay them being sent. I do a similar thing in the mail
UK Barclays bank not getting feeds again
Since 26/07/24 balances are updated but no new transactions coming through ! I've tried deactivating & reactivating, also configuring excluded by "No thanks, I'll do it myself" - still no joy !
Gross Profit
Please can I have a way to easily see Gross Profit on sales. Please! I have a sales team who are targeted on gross profit and they have no visibility of this at all on they're invoices. We are currently having to go between Sage and Zoho as they process
How to send an invoice by email with API ?
Hello, I'm trying to send an invoice by email with the API but I always get this error : { "code": 57, "message": "You are not authorized to perform this operation" } This is my request : https://www.zohoapis.com/books/v3/invoices/{invoiceId}/email?organization_id={organizationId}
Bank Feeds option not showing - Zoho Books Australia
Hi there, I've added my Westpac bank account to Zoho Books, however there is no option to be able to connect the bank feed for the account? Help! Thank you :)
Need to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.
Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salesperson
Zoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of either
e-invoice
how can I integrate with the portal of e-invoice in Egypt
Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?
how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff Name
Resolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 follows
Single Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor 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
Zoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)
ZOHO BOOKS INVOICE DATA
HI Please advice, i want my invoices to automatically show for each item line the SO its associated with when i make one invoice for several sales orders as in QuickBooks Thanks
Customizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limited
Reset Cash Flow - Start the New Fiscal Year at 0
Hello, I've set my fiscal year to start on Jan 1st. What I want is the cash flow shown on the dashboard to start at zero each year. I need a solution for that while keeping the stats of the previous years intact. ( found a topic earlier that had something
Bank Feeds for Loans
I realize that Zoho only supports automated bank feeds for bank accounts and credit card accounts. I use Zoho for real estate accounting and I know that Plaid offers connections with the banks that service my rental property mortgages. I tried connecting
Implementing OAuth from backend
We are working on integrating Zoho Books with our project's accounting service using a backend built with Java and Spring Boot. Our goal is to handle the OAuth process internally. We've implemented the OAuth logic within the getJournals API to generate
Printing eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?
Stopping a Sales Order from being created when a estimate already has one associated with it.
Is there any way, when using the system defined buttons in Books/CRM finance. To halt the creation of a sales order if a sales order has already been created? We are having issues with our staff creating duplicate sales orders in the system. We have had
Split one invoice into multiple invoices
Due to my client's company policies, I'm sometimes asked to split a large invoice into multiple invoices. For example, if I send an invoice for $13,000 and the client asks me to split the invoice into multiple invoices that are $5000 or less, I would
Changing the "Deposit to" drop down options when recording an invoice payment
Hi, I'm a new user of Zoho books. When I record a payment against an invoice, I need to use the "deposit to" field to log it as sales income or general income. However at the moment the drop down box only offers: Cash: petty cash and undeposited funds,
ACH with Forte to bill vendors?
We are moving over to Zoho Books. We have been using it to make quotes via the integration with the CRM and invoices as well. That part work perfectly. Now we have a lot of vendors. Currently in the accounting system we are using we can get a dat files
Virtual assistants
Virtual assistants are becoming more common in accounting software, providing companies with real-time support and guidance. Virtual assistants can answer common accounting questions, provide guidance on best practices, and even help with financial analysis
Display problem in customize layout PDF
I'm now editing the customized layout PDF in HTML and CSS. There is a problem with placing the organization logo. It is too big for my customized PDF. How can I edit the image size?
Selling by weight in variations - how to set up?
Hi, I am trying to figure out on how to set it up so that it will work in Books and Inventory We buy tea in 1000g bags. So the units could be either g or kg In my wooocommerce shop I have the product with 4 different variations, eg., 50g, 100g, 250g and
Is there a way to change the "Payment Has Already Been Initiated" Message?
I REALLY wish Zoho would change the wording on this. It's confusing to customers because if they somehow get interrupted while trying to connect to PayPal or whatever payment platform and have to come back, they get the Payment Already Initiated message.
Adding a link to Notes
I want to use the API to add a link to my website in the notes to each invoice. is there a way I can make it clickable? thanks
Improve client and vendor portal email notifications
When a client or a vendor leaves a comment in the client or vendor portal email notifications are only being sent to the primary Books organization administrator. Other Books users just get the notifications on the bell icon in the top right corner of
Time Tracking Account number when converted to invoice
Hello All. We use Time Tracking in Zoho Books and it works well for us. However, when we enter an invoice for a customer and select "Project" to pull in hours to be invoiced, the GL Account number is blank. And when we save the invoice it then defaults
adding a sister company into the same account
Dear Team, i hope this email finds you well, Im writing you to inquire regarding if we have a sister company that we share the same stock and prices can we have them booth working on the Same Zoho Account, if yes how can we implement that, if not what
Transaction Date of Voucher
There are two dates of voucher 1)- Transaction date (The date on which voucher enter in Zoho Book , voucher may be previous date) 2)- Voucher date (the date of voucher may posting date) Now question is that how I can drive ledger from zoho books on Transaction
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