Add Product Category to the filed mapping between Zoho Books and Zoho CRM
Currently there is no way of mapping the Product Category field in Zoho Books to Zoho CRM when using the Zoho Books Sync to CRM feature, which means CRM users are unable to filter, sort or access products by Category. Adding the Product Category to the
Different Divisions
I am a newbie to zoho books. In my company we have 4 different divisions, every division having its own P/L. what is the best way to track this? Should we create 4 different organization or should we manage this within Chart of Accounts. In essence different
if a payment is recorded on 6th April but is showing as processed on 1st May what could be the reason ??
I recorded a payment on April 6th, 2024. However, during reconciliation, it appears as processed on May 1st. I've verified the date accuracy, and everything seems correct, yet it's not reflecting in the month of April
Specify purchase_rate on line_items which aren't from Items
Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.
Bank Transaction Ref Numbers Blanked Out
Hello, why does Zoho blank out digits with XXX in references on bank transaction fees? The whole point of the reference is so that we can tell what that transaction was for, so how are we supposed to tell what this, 4XXXXX1403VCXXX4021, was for? We use
Multiple Sales orders into a single invoice
In Zoho Books, is there an option of collating multiple sales orders into a single invoice? In my company, we usually send the sales order to the customers on a daily basis and invoice them the total amount at the end of the month or at the beginning of the next month. Is there a possibility of doing that on Zoho Books or Inventory?
Implement workflow rules for Timesheets
Currently, a workflow can be triggered if a Project is created or edited - but it cannot be triggered if timesheet entries are created/edited for that project. This is a gap. Please implement this functionality ie allow a workflow to be triggered when
Amount in Bank is Zero
Hello, I noticed that even if I imported the bank statement in Zoho Books the amount in bank is still zero. Balances only shows on the Amount in Zoho Books. How can I solve this zero amount in bank to match the amount in Zoho Books? I attached file for
South Africa Zoho Books Tax summary Report Transaction Type classification?
Hi Team Please can you advise? When I generate my Tax summary report I would like to change the transaction type column to show me not just the income and expenses but the classification of what expense it is, as labeled by the chart of accounts. The
Managing Mutiple Companies under a single account
Hello Zoho, Many organizations want a feature to manage multiple business they operate to be overseed under a single window. Managing multiple companies under a single account can offer several advantages, particularly when it comes to efficiency, organization,
Get contacts
I think it is a service error, when I call the method "https://www.zohoapis.eu/books/v3/contacts?organization_id=XXXXX" I receive the custom_fields except the ones that are of type "multiselect"
I am using Microsoft How can I add my domain?
Hi, this is Vinay from Fiji. I’m trying to add my domain which is @elitefiji.com If someone can help me Please
Uploading bills in bulk
Can I bulk upload bills in Zoho Books that include items that have not been added to the Items page yet?
Pay via Bank Account Toggle through API?
I am automating everything we do via API calls or workflows. One of the last tasks is in Zoho books I need to able to automatically toggle the Pay via Bank Account to be set to on for all accounts. Our customers mostly pay through ACH payments. How can
Payment history
How can I have access to all the invoices you have sent me ? Payment history. (Company: E6 Way Pte Ltd) Zoho books and emails THank you
Accounting on the Go Series-39: Boost Efficiency with Quick Create Options in Zoho Books Mobile App
Hello everyone, Welcome back! We hope this series has been helping you make the most of your Zoho Books mobile app. This time, we have come up with another feature designed to enhance your productivity and streamline your workflow. Quick Create Options
accountant
How do I create a seperate login for my accountant in Zoho Books (otherwise he'll have access to everything! Zoho CRM, Zoho Mail etc.)
Pay invoice using bank account in foreign currency
We have a bill in USD, which we've made a few partial payments towards. Today we transferred payment to the vendor from a bank account that is not USD. How do I record that payment against the bill in Zoho Books? When I choose "Record Payment" only bank
Error creating a new contact
Hi, when I try to create a contact using the api, I'm getting the next error: { code: 41328, message: 'Nombre legal no válido para Comprador' } I didn't find anything related to this field in the documentation, do you have any insights? My organization
api books customfield_id list
I have custom field in contacts: ( [field_id] => 424001000000255421 [customfield_id] => 424001000000255421 [show_in_store] => [show_in_portal] => [is_active] => 1 [index] => 10 [label] => Responsable [show_on_pdf] => [edit_on_portal] => [edit_on_store]
Custom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but when
How do i create another Account type for Chart of account
How do i create another Account type for Chart of account?
Join our free webinar on projects accounting and timesheets management with Zoho Books!
Hello Zoho Books Community, Join our monthly webinar series to discover how Zoho Books can transform your business accounting. This month, we're focusing on projects, timesheets, and the Zoho Projects integration story. What we'll cover: Efficient project
How do I entry Unpaid Expenses in Zoho Books
Hi, I am Anil Kumar I have trouble regarding how to enter unpaid expenses in Zoho books, for example: I purchase machinery which will cost me 10,000. I paid an advance of 5,000 on 01/07/2023 and after I received the machinery on 20/07/2023 and after checking
Which plan has the multi currency deposit function
I am using free zoho plan, I have multi currency bank account, there is multi currency transactions in the bank account, but my current free zoho plan do not have the function, May I know which plan have this function
use a prefilled zoho form to update zoho books customer
use a prefilled zoho form to update zoho books customer
Self-Client oAuth invalid_client
Hi, I'm developing a client that works with Symfony Console (PHP + cURL) for my employer. I've 2 accounts, a real one from the company and a personal (empty) one for testing purposes. I set a Self-Client ID/Secret on both accounts. I've been retrieving
MOQ : Suggestion for Enhancing Reorder Level Functionality with Minimum Reorder Quantity
I am writing to propose an enhancement to our current reorder level functionality within the purchase module. Currently, when we navigate to Purchase > Vendor > Vendor Reorder Items, all vendors are displayed based on the reorder level. For instance,
Import Invoice: This error is related to Row {0} - {1}.
Hello, I'm trying to import old invoices into Zoho Books. On Thousand of lines I got few error messages I don't understand. It says "This error is related to Row {0} - {1}." !!!!! PLEASE HELP ME :( Also I have other error like this: Item "Article 1" already
Custom date field enhancement
What is the possibility of this happening as I know it's very difficult for you to change the general date format in company settings .....
Issue creating Estimates, Sales Orders & Invioces under Finance Module in CRM
When the user is trying to create estimates under Finance Module in CRM, it shows " You are not authorized to perform this operation". Sync transaction Modules are enabled in Zoho books.
How to get item_id by SKU in API ?
I want to get itemID for place order from Magento. Magento has different product ID but same SKU. So, how to get item_id by SKU? URL of Service API - https://books.zoho.com/api/v3/items/?organization_id={org_ID}
Unauthorized Modification of Data in Zoho Books
I have noticed there has been data modification in my zoho books, There were several (approx.30) customer payment entries were deleted, Upon checking in the activity log report I found these entries all being deleted at the exact same time. I tried contacting
Tax Deducted at Source is to be booked when the invoice is booked.
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the following month but as per zoho books we can book TDS receivable only at the time
Download bank statement in PDF/Excel format
Hi Team, After Export the Bank Transaction in Excel it shown the same transaction in both Debit and Credit Column. How to remove the duplicate or how to export in excel the bank transaction without any duplicate transaction.
Can Zoho Books function or workflow initiate instant sync with Zoho CRM?
I need to initiate in Zoho Books and instant sync with Zoho CRM by custom function or workflow, please help.
How can i enter my creditcard balance?
How can i enter my creditcard balance? I actively use my creditcard to make purchases for both my customers and my business. It seems though that i can not make the system "see debt" if that makes sense. If i start with an opening balance of say $-1000 i OWE (repulsive horrible evil) JPM Chase one thousand dollars. When i make a payment to the card of lets say $250, the balance should then read $-750... Etc Any idears?
Getting notes to print on timesheet report
For some of my clients, they would like to know what I worked on during billable hours. I keep track of this on my timesheet under notes, however, notes doesn't print when I do a timesheet report. Is there anyway for me to get this to print? Or another way I can track time that will allow me to show this? Or to at least modify the report that generates, as all I need is hours worked and what I worked on. I know this might be slightly unconventional, but is a deciding factor in me going fully with
Change colour of accept button
Is it possible to change the colour of the accept button on estimates only?
Function #54: Auto-populate date and time of invoice creation in custom field
Hello everyone, and welcome back to our series! Zoho Books maintains a detailed log of every action performed within the application, whether it's creating, updating, or deleting records. The Audit Trail provides information on how, when, and by whom
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