ZohoBooks - Invoice reminders turned off by "System"
Ever since I signed up for ZohoBooks, the system has been automatically disabling the invoice reminders. It's become a daily chore to ensure they're not unset now, which is incredibly frustrating, especially in a world driven by automation. Despite reaching
Does Zoho Books have integration with banks for transfers like Credit Suisse?
As the title say, I am curious to know if Zoho operates in Switzerland and is integrated with Credit Suisse with the ability to do bank transfers etc.
"Discount" Column Name in Template Can't be Changed
Dear Zoho Team, I run into a problem when creating a template for our invoices (same problem appears with sales orders as well, though): We are using the German language settings and when I create templates in English and try to label the "discount" column
Nonprofit with many payees
We are Trans Rescue. Our mission is to help transgender people escape from dangerous places worldwide. We are just starting to use Zoho Books. There are two unusual parts to our accounting: 1. We send money to many different clients, or spend money on
[Webinar] Simplify Your Receivables with Zoho Books
Hello Zoho Books Community, In today’s fast-paced business environment, managing your accounts receivable efficiently is crucial for maintaining healthy cash flow and ensuring business stability. Join us for an insightful webinar where we’ll explore the
Accounting on the Go Series-44:Managing Project Transactions in Zoho Books Mobile App
Hello users, How are you all doing? We’re almost nearing 50 features in our series, and we hope each one has been helpful in making your Zoho Books experience more efficient. Today, we’re excited to talk about a feature that enhances your project management
Migration from Reckon Accounts Hosted (QuickBooks engine) to Zoho Books
Hi Everyone I want to move to Zoho Finance from Reckon Accounts Hosted as I have a lot of other things happening in Zoho One and it seems crazy not moving. (Reckon has a QuickBooks back end) I really would like to extract all the data from Reckon, especially
Where is the printed check register?
I can't find a premade check register report... Is there really none in the basic Zoho Books software?
How to create a Custom Report based on Reporting Tags
Looking to create a custom Report filtered by Reporting tags to appear by columns in the report. For example, Reporting Tag A is in Column 1, Reporting Tag B is in Column 2, etc.?
Create a Report from a Custom Module
How do I create a Report from a Custom Module? Or alternatively, include/filter data fields from a Custom module into a custom report created from another module?
error notification: Amount Please enter a valid amount! (remove commas from amount automatically please!)
Amount Please enter a valid amount the valid amount means it has not COMMAS in the numbers... please implement a .js that removes the commas automatically!
See a list of related Purchase Orders on Sales Order records
As a business owner keeping track of transactions is very important to me and I need to see the big picture of how my data is connected and what is holding up closure of a record. I've noticed that when you create a Purchase Order from a Sales Order in
Early Payment Discount Custom Field Calculations (Invoice Date + 7 Days & Calculate 2%*-1 of Invoice Total) and then Feed Through to Adjustments
Hi, I am wanting to incorporate some calculations for an Early Payment Discount on the invoice. I am trying to add 2 x Custom Fields which both do calculations on the invoice and then update the adjustments field at the bottom of invoice I need to calculate
Sending Paid Invoice
I watched a video tutorial for Zoho invoice that had a checkbox on "this invoice is already paid" so I could record an invoice and send it without a payment request or a balance due. Is this feature available in Books? I can't find it anywhere. Video
Zoho Invoice
in Zoho books the number of invoices creation is limited?
Invalid value passed for csv_column
I'm trying to set up Zoho Books for the first time and am working on importing my bank statements. I've downloaded the statements from my bank into .csv format. When I try to import I get the error message "Invalid value passed for csv_column". I'm not
How to get full data for salesperson in Zohobook
Hi, I'm trying to get full data for salesperson but can't do it I see we can using some ways salesperson = zoho.books.getRecords("salespersons",organization_id, "zoho_books"); salesperson = zoho.books.getRecordsByID("salespersons",organization_id,salesperson_id,"zoho_books");
Association specific Merchant account with specific fee account when recording payment
Hello, I've been looking everywhere for how to do this but have turned up no easy way to accomplish this. I have a customer pay via Venmo and there is a charge associated with that transaction, when i input that charge in the "Bank Charges (if any)" section
reconciliation of bank accout
I don't know if I'm the only one that is unable to reconcile the bank monthly. Due to not being able to "match" The checks or other transactions that are single i have no problem matching its the CREDIT CARDS. the total for he month matches but not per
Zia search
Still no purchase orders, bills, expense or sales orders modules are included in Zia search, even though the drop down says "All modules". If I search for a SO number, PO number, a bill number or vendor nothing is shown - strange behaviour for a search
Email Communications on Invoices via API Checkbox (Automatic Email Reminders)
We have a script that creates an invoice in Books from CRM when a deal reaches a specific stage. When that invoice is created we need to ensure the check box is checked on the Email Communications section of the invoice. The purpose of this is so the
ZohoBooks API issue for creating an estimate
It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'
Invoice Reminders via API
Hi, I’d like to use the Zoho Books API to send emails to my customers, but not using the invoice reminder function. Instead, I want to use the “Email Invoice” function in the API. However, the “Email Invoice” function doesn’t seem to allow multiple invoices
Recommendations From the 53rd GST Council Meeting
Hello users! Here's an update on the recent developments from the GST Council meeting held on 22nd June 2024. The meeting covered several important topics that may impact your business operations and GST compliance. Note: The changes mentioned in this
Integration Zoho Books and Power BI
Hi all, What is the best solution to get all Zoho Books data into Power BI. Is this the Zoho creator option in Power BI (Get Data + Online Services)? Or should I use third party software, like provided by CDATA or SKYVIA. Or do I have to use the ODBC
Bank feed missing transactions
My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correct
Retrieving Payment Links for Existing Invoices in Zoho Books API
Hi, I'm trying to find a way to retrieve the payment link for existing invoices in my Zoho Books account using the Zoho Books API. While the API offers functionalities to obtain invoice details through various parameters, I haven't been able to locate
Viewing current financial year Zoho books
Hi, How can we adjust zoho books and inventory to current financial year so that We can view only running year sales order and invoices. What is happening right Now is , when we arrange sales order or invoice in ascending order or descending order, entire
How to do the base conversion of currency in Zoho Books by using API
Hello Team, If there is an API call available, we must use it to update the currency value on a daily basis. Thanks & Regards, Thisai Moorthy.
Reports tags
The report by tags is very important but this is very restricted because for all transactions I can associate tags more in reports I can not take reports by tags or I can only more for 3 modules and I find this very bad. Because I use the tags as cost centers and I have as a "commercial" department I will make an expense and I will associate the tag to the commercial department, then I want to take a report of expenses by tag only from the "commercial" department. So how do you tagged your expenses?
Record Expense discount
We are a nonprofit where we receive discounts on items that we purchase. They are sometimes gift cards provided by donors, sometimes accumulated discounts that the retail store provides in the form of a store credit. A copy of a typical receipt shows
Billable Expenses directly set-off against payment
In my business, I keep incurring expenses on behalf of my clients on daily basis and we don't raise Invoices for such reimbursements. It gets reimbursed from client based on proof of expenses. Currently in Zoho books, I can only setoff the billable expenses
Why Journal Entries are required ?
Hello Zoho Team While I see a very strange behaviour / treatment of JV in Zohobooks and seems like you guys do not want to use JV and remove it altogether from the Accounting process which seems very un-fundamental to me While there are chances of fraud
Zoho Integration with Stripe Payment Gateway
I have done the Stripe integration as one of the Payment Gateways. however, Under my Stripe account, I have 2 sub-accounts are created which both are belong to the same company. How can I connect both Stripe sub-accounts to Zoho?
Tax Agency from Shopify to Zoho Book
Sure, here is the translation: Anyone out there having issues with the taxes in Zoho Books from Shopify? I need to create my tax report. I'm having trouble generating it. With the integration of Shopify to Zoho Books, Shopify creates the taxes by itself
i cant import pdf statement of bank statement
i cant import pdf statement of both bank and credit card statement it will be very helpful if the credit card statement will be uploaded in the pdf format itself converting is a time consuming process
Excess money received from a one time customer
One of my customers paid me 5 Rs excess than the invoice value. It is a one time customer and never going to comeback for this 5 Rs. I have already allocated the credit to the customer, but the 5 Rs showing as excess always. I want to remove this 5 Rs
CUSTOMER STATEMENTS
It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaid
Payment option after zoho books invoicing
Its a very very important to change as soon as possible. When my clients pay their invoices and use the "pay now" button on the email i sent them through zoho books, they have the possibility to pay through visa card (since i connected stripe with it).
Collecting Customer's Card Information
From what I was told by customer support, Zoho Books does not allow you to collect payment without disrupting the sales process. There is no way to collect it via API, there is no way to import it via merchant. You can either email the customer to enter
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