Credit Cards Rewards Cash Back
Hello, My credit card gives me 1% cash back. How can I record this income? Also, my credit card allows me to buy products with points. How can I record this payment? Thanks
Recording SEP IRA Contribution in books
I have an LLC that is electing to be taxed an S Corp this year. I am wondering how to records SEP IRA contributions. Are they categorized under an expense or are they considered equity or something else that I am not thinking of. Thank you!
Accounting on the Go Series-28: Effortless Automation- Converting Quotes to Invoices with Ease
Hello Zoho Books Users! At Zoho Books, we take automation seriously, striving to simplify your daily tasks and reduce manual work wherever possible. Today, let’s talk about one such nifty time saving feature: automatic conversion of Quotes to Invoices.
Zoho Books TimeSheet API Date Filter Format
I didn't see this documented anywhere and it took me an hour to figure out. In order to filter the time sheet list using: zohoapis.com/books/v3/projects/timeentries? You must also send the following parameters in this example: filter_by = Date.CustomDate
How to pull in custom fields in a Zoho Books Related List (invoice module)
I have custom fields for Zoho Invoices. How do I reference them into columns within my related list? I tried using their API name but it doesn't seem to work. I'm not sure if it matters but they are date fields.
sort customers and vendors custom fields
Hi, would be nice to add sort customers and vendors custom fields. Thanks :)
Single monthly invoice for subscriptions and Recurring services.
How can I create a single invoice for monthly subscriptions and support contracts using Zoho Billing and Book's Recurring invoices? Customers expect to receive and pay once per month for any services they have with us and also have them consolidated.
How to identify automatic and manual journal entries
I am confused by unintended automatic journal entries and want to know exactly what is happening in connection with other modules, such as inventory, invoice, etc. I have two questions: How an I check all the entries including those generated automatically?
Get more records from Zoho Books
Hello There, I have 200 above records in Zoho Books.I want to get those records and push to Creator .we need sample syntax for this.
I cant add a contact with gst_no getting error {"code":8,"message":"Invalid Element gst_no"}
am trying to add a contact into zoho books but when i add the key "gst_no" into the post data am getting error {"code":8,"message":"Invalid Element gst_no"} ,but if i remove the key contact will be added, am adding my postdata for reference to see if
Expenses
Hi, I sell jewelry online and I'm new to business and accounting. So please use simple words as I'm still learning the terms. My main product is earrings. To sell the earrings, depending upon each order, I'd need one or more earring cards, cardboard boxes,
Make an Invoice out of an Recurring-Invoice via the API?
Hello, i need to activate the Books intergrated Function to make an Invoice out of an Recurring-Invoice via the API. I have several Recurring-Invoices in Books and i am building a function, that read Zoho Desk Tickets and they Timeentrys to generate Books Item in Invoices, but if i only have an Recurring-Invoice i must generate the Invoice of it. Here is the Button in Books on an Recurring-Invoice, upper right corner, the button in the Middle (Create Invoice) :D Thanks for every help.
withholding tax automation
hello, we do withold tax and currently do it manually on the payment's page. is there away to automate the computation?
How to exclude amount completely from reports?
Hi there, I have been paid from a part-time job but this has inadvertently gone into my business bank account. As the part-time job is for an employer, I already pay tax via PAYE in the UK and do not want that amount to be counted into my business income
Basic Feature Issue - Import of Statement DO NOT works as intended.
Hello Team, Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Date format. I tried to contact CS via phone and email, but still unresolved. Let me try to explain- I have
need to add vat number and problem issuing purchase order
need to add vat number and problem issuing purchase order
TO GET A PHONE ASSIST FOR SOME DOUBTS REGARDING ZOHO BOOKS AND ZOHO INVENTORY.
Hi, am running an wholesale and retail business in Qatar and Dubai. our key products are mobiles,tab,accessories,gaming accessories etc.now am using an offline software to manage the inventory and accounts.i would like to change in to zoho platform. regarding
Parent-child Account / sub-account
Hello everyone, Is it only on selected accounts that you can make it a parent account and assign a sub account? In my case, I want to create a USD parent account as I have multiple USD bank accounts and I want to make these accounts as sub-accounts. I
zoho books branch
Hi team The branch feature in books premium is not having an option to add users who are restricted to particular branch only. So when we can expect those updates ?
Idea for Function Series - create a related list that shows the dates of when an invoice changed statuses
I would like to add an Zoho Books - Invoice related list that has two columns: Date and Status. The related list would show each time the status of the invoice changed. For example: On 3/1 I create the invoice and save it in "Draft". On 3/2 I send it
Check format is off
Hello! While it has been a couple of weeks since I have printed a check, I usually print a couple a month. Not a big load, except for today. I have an unusual amount of checks today (7) and when printing the formatting is all of a sudden off. This has
Function #44: Notify admin users when expense accounts exceed the safe limit
Hello everyone, and welcome back to our series! Are you finding yourself consistently overspending in certain areas? Do you need a system to keep track of your expenses and receive alerts when specific accounts go over their limit? Today, we bring you
Wrong TDS Deduction showing in report.
I have deducted 5% TDS under 194H but its showing 10% TDS under 194H, screenshot attached for the reference.
Creating vendor contact via API
We are trying to create vendor contact via API, it is showing error "to enable vendor portal for organisation". Can you please help on this, as we are just trying to add contact as vendor, for which why it is required to get vendor portal for organi
How to apply payment to payables created in manual journal?
While migrating to zohobooks, I created manual journal reflecting payable to vendor. Next action was payment done via Bill payment. Total balance is zero now, but payment is unapplied (show Unused amount).
Can I create the Validation Rule using Custom Function in Zoho Books
Hello There, we need to restrict the submission of sales orders in confirm status.when the SO is Confirm Status.by using Validation rule in the SO. rules depends upon SO status.but how we restrict the submit action regarding another field values that
Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit
Accounting on the Go Series-27: Mastering Multi-Currency Management in Zoho Books
Hello users, Welcome back to our Zoho Books “Accounting on the Go” series, where we explore the latest features and functionalities designed to streamline your business operations. As companies expand globally, the need to transact in multiple currencies
Zoho Books Customer Statement Address Format
Why can't we fix the address format on the customer statement? The default format is wrong and there is no way for us to format it. Currently, it looks like this:
Offline access to Zoho Books - Cloud Problems
We have been using Zoho Books for years now and we love it, but lately we have been experiencing problems with the application, and were frequent enough to affect our day to day business. Understanding that it is a cloud based app, sometimes we need to
Navigation of sticky note Icon
How to move sticky note icon away from lower right hand corner of screen In Zoho Notebook? Preferable to middle right of screen.
Add Item Rate and Item Quantity to Custom Function
Hi Team - I have a custom function that fetches a product from an invoice and displays it in a related list in the Accounts module. We need to get the item rate and item quantity of the product for that invoice. I tried to do it myself but I am note getting it. Here is the code. Can you tell me what line of code to add to fetch the item rate and item quantity? Thanks in advance for any assistance. invoiceID = invoice.get("invoice_id"); customerid = invoice.get("customer_id"); customername = invoice.get("customer_name");
generating refresh token fails in self client method with error {'error': 'invalid_code'} am attaching my request details below description
url = 'https://accounts.zoho.in/oauth/v2/token' params = { 'grant_type': 'refresh_token', 'client_id': 'sample_id', 'client_secret': 'sample_secret', 'refresh_token':'sample_refresh' } responses = requests.post(url, params=params) can anyone helpme thank
How to account Owner Drawings (Australia)?
Hi there, I'm new to Zoho books and cannot figure out how to account correctly Owner Drawings? (Australian chart of accounts) Thank you
Zoho Books Idea - Customer Loyalty Points
Hello Team Zoho Books, We have observed that some apps (squareup) has a function where it awards customers loyalty points at the point of sale (POS), customers can simply signup / login with their email or phone number. Is this something that’s on the
MANUAL JOURNAL ENTRIES CANNOT BE PASSED
MANUAL JOURNAL ENTRIES CAN NOT BE PASSED IF IT IS RELATED WITH ACCOUNTS PAYABLE OR ACCOUNTS RECEIVABLE. EVEN THE ENTRIES ARE NOT SAVED.
Customer statement email every end of the month
Is there a way to automatically email customer statements every end of the month? Can you point me to the right direction on how to create a workflow for that? Thanks!
Bank Feeds for ICICI have been broken for over 3 weeks
We've been using Zoho for a few years and hoenstly, this is the first time that we're so disappointed in the way things are being handled by your support. It is unfortunate that after having mailed support for over two weeks now, the bank feeds for ICICI
Create Credit Note via Api with a Shipping Charge
Hi, An Invoice has been created with a shipping charge value via the "shipping_charge" property of the Invoice object. On trying to raise a Credit Note to reverse the Invoice value, the Api for Credit Notes https://www.zoho.com/books/api/v3/credit-notes/#create-a-credit-note
Accounts not show in P&L
Hello, I am experimenting with making the switch to Zoho Books from Quickbooks and am running into some difficulty. I forwarded a few email receipts to Documents to see how it worked and it worked well. I assigned 1 receipt to a custom expense account
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