Feature Enhancement Request for Vendor Management and Purchase Product Codes
Zoho Books Development Team, I hope this message finds you well. I am writing to request an enhancement in Zoho Books that would greatly benefit our inventory and purchasing management process. Our company manages an extensive product line with over 2000
Not able to access to zoho books
When ever im trying to login the zoho books page getting crashed and not able to access to the books of accounts please do the needfull.
Changing transaction type
I made a few business transactions with my personal checking account and transferred the money to or from my business checking account. After importing from my bank accounts, in Zoho Books, the transactions are listed as "Undeposited Funds". How do I
Not able to import item with track inventory
I am trying to import few items in zoho books. I can manually add items with inventory tracking as yes and it shows the field for opening stock and opening stock rate. However when item is imported these fields are not populated Find attached the fi
Create Item Zoho API
I am trying to create an item to generate an invoice using Zoho books API. Passed the payload and received the following error. { "code": 1002, "message": "Account does not exist." } Payload: { "name": "Chicken Tikka", "rate": 120, "description": "yum",
Vendor Bill and Banking Issues
Hello Zoho, Vendor Bill and Bill Payment Issues needs to be solved. When we create an invoice as on 1st of Jan 2024 for example and also post a payment of the same on the same day but later if we change the date of the invoice to lets say to 15th of Jan
Cloud picker does not show search bar for attaching docs from Google folder shared with Me
In Zoho books, I have been attaching docs from the Google folder shared with me by others. suddenly on the cloud picker page, I do not see the folder "Shared with Me.. ". it only allows me to attach files from my Google Drive. Though I am unable to see
Accounting on the Go Series-37: Streamline Actions with Haptic Touch in Zoho Books iOS App
Hello users, I hope you’re all doing well! This Thursday, we’ve come with yet another nifty new feature that simplifies your Zoho Books mobile experience even further: Haptic Touch. What is Haptic Touch? Haptic Touch is a feature that adds a tactile response
Cannot integrate with Microsoft Exchange
Zoho Books is currently restricting us to integrate with Microsoft 365/Outlook, not Exchange. I believe because we cannot integrate with Microsoft Exchange this is why we are having the email troubles below: 1. No emails populate in Exchange "Sent" files
Zoho book's barcode scanner not picking up products when scanned
So, my accounts are linked with Zoho inventory and Zoho books. On the inventory side, we get asked to enter UPC codes during the addition of any new products. All our products have their own upc codes. However, while using Zoho book's android barcode scanner, the items don't come up after being scanned. In fact there is no place to see the barcodes in the books side. Can someone help me demystify this barcode issue?
Error occurs in Zoho books widget
I'm developing a widget for Zoho Books. In my scenario, I need to transfer data to a custom module. I'm utilizing the Request SDK method to submit the data. However, I'm encountering an error in this process. Code var options = { url: "https://www.zohoapis.com/books/v3/cm_delivery_equipment",
Projects that are created in Books
Hi, When a project is created in Books and linked to a Customer, can it sync to Projects and the CRM? Charlene
Make delivery note
NO. Item. QTY AMOUNT. DELIVERY 1. Red Roses
Receipt not attached on Expense API in Zoho Books
I am trying to upload a file for expense using this API : https://www.zoho.com/books/api/v3/expenses/#add-receipt-to-an-expense I have converted my file to Byte64 string and uploaded the file. I have got the successful response status that file has been
Reimbursement for startup expenses
I used my personal account for startup costs and supplies to form my LLC. Now that there is money in my business account, how do I properly log and reimburse myself in Zoho free edition? I'm a solo/single manager LLC if that makes a difference.
Before you enable sales tax: The existing recurring profiles must be marked as tax exempted
I'm trying to enable Sales Tax in Zoho Books (I have Zoho One subscription) but I cannot figure out how to mark the existing recurring profiles as tax exempted. See attached screenshot. Please advise, Thanks!
U.S. Federal Tax Setting?
I have zero need for a sales tax function, as my income and billing is solely based on services rendered, but I have seen nothing in the program related to the U.S. federal income tax. How do I: 1) set up a U.S. federal tax of say 22-24%, (whichever may
Payment links via Stripe in UK often fail on Post Code check
Hi, we have just too many online payment links via Stripe failing with postcode check. Stripe warning looks like this: Blocked by postcode checkThe issuer authorised this payment even though it failed the postcode check. Usually, failed postcode checks
Zoho Books Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. Whether it's a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. Direct
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from books.zoho.com/portal to books.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected to
I need to set up an auto-charge payment plan/schedule.
My clients collect deposits from their customers but, they don't collect the full deposit all at once. They collect a down payment, and then the client pays the remaining balance over the course of several months. Once the customer has paid the entire
How to add foreign currency
Call me on 8888874307 in quote and invoice
How to get customfield_id of the Items in ZohoBooks?
I'm working with ZohoBooks API for integrating with an WebApplication, I've tried finding but failed, from where Can I get the customfield_id of items created in my zohobooks account, As i Need to create products with Custom Fields from my Application
How to get deleted entity detail by a last_modified_time for zoho books entity ?
Hello, We need to get the details of deleted entities such as chartofaccounts,contacts,invoice/bills,payments,credit/debit notes,item,taxes,journals etc. By calling the respective entity API based on last_modified_time as query parameter. As of now able
Zoho Books - Billing for the same project with 2 methods
I have some projects that are a Fixed fee project, but after certain amount of hours, I need to invoice hourly for the same project. When I tried to change the billing method to Per-User Hourly Rate, I got an error that there are invoices issued before
How to refund a deposit invoice
As per our conditions we ask for 100% down payement to confirm any order. We issue a deposit invoice and match it with payement received. Sometimes, the order can't be fulfilled due to lack of stock. If I create a credit note and match it with the payement
Icon for stripe on invoice
Is there any way or any plans to update the icon for stripe on the invoices. I have both PayPal and Stripe.com enabled as options, but if you look at how it appears, it is easy for a customer to think that only PayPal is available? See here: https://www.dropbox.com/s/okbfoqcwhym7b50/Screenshot%202015-05-05%2010.10.04.png?dl=0
Ebay, UPS, Newegg, Amazon, Bigcommerce.com, Shopify.com, Volusion Real Time Integration Now Available
We have an integration that may help you. Just a brief description: - You can connect zohobooks to ebay, sears.com, buy.com, bigcommerce, shopify, amazon, 3d Cart, volusion and MANY more. - You will in realtime see tracking information, payment information, stock information, and also be able to do RMA, paypal integration for payments, and just so much more. - Also you can print shipping labels, manage inventory, and manage listings on all the above channels; meaning that when one item runs out
CUSTOMER PAYMENT DISCOUNT AT TIME OF COLLECTION
Hello, In our region customers have a habit of rounding down the cents when paying for the invoices, when we try and go through the options there appears to be no way to close this difference without issuing a credit note to the customer, which to be
Item update VAT on creation
Hi all, I'm looking to auto update the VAT field upon creation of a new item, I've written the following Custom Function, however it doesn't appear to work... Any ideas appreciated! itemID = item.get("item_id"); organizationID = organization.get("organization_id");
Accounts Receivable Opening Balances and VAT
I'm currently in the process of migrating to Zoho Books. I've entered all my customers opening balances in the Accounts Receivable section however I'm not sure how to deal with the VAT for the outstanding invoices. I know I can add an opening balance
How to raise a debit note to vendor for an specific bill
Hi, I want to raise an debit note to one of my vendors in his specific bill, as the rates charges by him was higher than normal. how to create this in zoho book?
GST E-Invoice Custom Function
@1_Hari Prasad Kunchapu @Anand Prakash B Require Custom function codes to generate gst e-invoice and update to IRN and QR to invoices
Einvoice custom function
@Nandhini Require Custom function codes to generate gst e-invoice and update the IRN and QR to invoices @Pheranda Nongpiur
Status Change of Purchase Order via Workflow
Hello i have created a workflow where an approved Purchase Order automatically releases Purchase Order to respective vendor. I need a function to change the status of that PO to be marked as Sent.
How to Pay Vendors from Zoho Books with Deal/Potential Tracking
BACKGROUND I use Zoho One with CRM - Books - Expense integration. I have several contractors(Vendors) that provide services for my Deals/Potentials. The cost of the services are accrued for approximately one month, and then the Vendor invoices me for payment. I can add these accrued services as Expenses from Zoho CRM and associate them with the Clients - Deals/Potentials. I can also add these accrued services as Expenses in Zoho Books and associate it with a Client and Potential/Deal. Once
Adjustments between two accounts
Hello, I have a car rental business. One of my clients has to pay 15,000 as overdue rent. And he submitted a bill of 5,000, which occurred by changing spare parts by himself. How to record this expense by showing it as deducted from overdue? Can you help
Bulk Print Invoice API from Zoho Creator
Hi Guys, I'm trying to Bulk Print Invoice API from Zoho Creator. But PDF Print is not working on zoho Books. I will share you the code. Can you guys tell me where I'm doing wrong. response = invokeurl [ url :"https://www.zohoapis.in/books/v3/invoices/print?organization_id=12345678910&invoice_ids=735245789521020102"
Invoice: Multiple Payment "PLAN TERMS", on Different Amounts & Dates
(Reference Source: Reference: https://help.zoho.com/portal/en/community/topic/creating-an-invoice-to-be-paid-in-two-installments) This Topic is higly requested for a very long time and it is really necessary. - Multiple Payment "PLAN" ---------------------
It is impossible to Unconfigure a Configured Tax Returns, Needs to be fixed! (Do not enable ADVANCED TAX AUTOMATION)
Hey everyone, I'm reaching out here because I'm in desperate need of assistance with Zoho's tax configuration, and I'm hoping someone in this community might have encountered similar issues or can offer guidance. Here's my problem: I've been running into
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