ZOHOBOOK Sales_QUOTE: To Add Discount At Each Line Item Table
Hi, Our quote need to display with discount at each line item level as well. Try to edit template, >CUSTOMISE>EDIT TEMPLATE> Table, I can see template view with discount column, but when hit SAVE the template, view in PDF the discount column not shown.
How to account for vat with postponed VAT accounting
Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all
Want to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
ADDDATE formula using 2 calculations
Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm trying
Upgrading from Zoho Invoice to Books was a major downgrade in functionality for me
I have been a user for many years of a free plan on Zoho Invoice for my personal consulting business. I recent upgraded my organization to Books since some of the additional functionality looked useful to me, and played around with the free trial for
Detailed General Ledger has problem of exporting out to excel and missing ledger details for some accounts
I have been encountering some problems generating Detailed General Ledger report with Zoho books. Firstly, I cannot export out the report of Detailed General Ledger to Excel. It will show this error message "invalid value passed for sort column", and
Ability to access VAT returns and submit them has disappeared.
I have been using Zoho books successfully to submit quarterly VAT returns. Without reason I have lost that facility. I have followed all available instructions eg going into settings, taxes, VAT etc. without success. My registration number is there and
Multiple locations but one parent company
I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.
Ask for a quote to multple vendors
We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to
GL account associated to each supplier for new bill
Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)
Create Automation for the Field "Mark up by"
Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The
Link project invoices to sales orders
As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in
The Urgent Need for Native Brazilian Payment Integrations: PIX and Direct Bank Connections
Hello Zoho Team, I am writing to emphasize a critical functionality gap for Zoho Books in the Brazilian market: the lack of modern, native payment gateway integrations. The current options are insufficient. The Mercado Pago integration, for instance,
Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?
Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations
Books/Square integration with multiple bank accounts
Hello, I need some workaround ideas! We have two parts of our business which have their own bank accounts and customers. We use 'locations' in Square to allocate the payments to the correct place and we use 'branches' in Zoho Books to define which transactions
Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
Getting an error "Not able to connect server. Verify your network connection" during proforma invoice converting to invoice.
Getting an error "Not able to connect server. Verify your network connection" during proforma invoice converting to invoice.
Quoting Subscriptions with one Time costs
Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscription
Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!
Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?
Integrate Bunq with ZOHO Bookes
We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
Format of data after export to spreadsheet
Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do
Customer Payment
Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .
how to add previous month purchase bill and claim ITC
Hello we have a unclaimed ITC bill of April (we didn't claim it in may as seller didn't uploaded his gstr1 ) when we trying to file gstr 3b in june month we noticed the bill has been uploaded (april bill) .how to change the filing month of that april
PEPPOL Support Needed for Zoho Books in Europe
I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho Books
Allow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.
Refund Form Can’t Reverse “Bank Charges” Line — Throws Off Reconciliation
Zoho, When we pay a vendor, the Payment screen lets us add a “Bank Charges” amount (we post a $1 processing fee there). Perfect. But on the Refund popup there’s no matching field, so the refund can only return the net expense. If our processor sends back
Unable to enter manual journal entries in AR/AP.
Hi there, i am facing some problem relating to AR/AP. I want to make some entries in AR/AP through manual journal. for example. some time I send cash 500 to Mr. A (Customer) for any purpose and then after 2 or 3 days Mr. A returned back 700 to me and
How to record tips from customers
I run a cleaning service business and on occasion customers include a tip with their check payment. How can I record the amount paid for service and the tip separately? Any amount over the invoice is looked at as an overpayment and suggest a credit note
Multi-currencies in Zoho Books
I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.
I want refund of Zoho standard subscription on WEB payment
Hi, Kindly help to refund the WEB payment made on 13/07/2025 for Zoho standard annual subscription. I didn't find the software useful for my project. Regards
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
Recording Credit Card Fees when Recording Payment for Bills
It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if
Customer paid excess. How do I record payment?
A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi
Bulk update account type when adding a bill
Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could
How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?
Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Delivery Note Delivered item must be reduce in inventory stock
When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock display
Adding bills from docs *** Internal Error ***
Same internal errors in Chrome & Edge !
Response time when adding customers to the database is increasing over time.
Response time when adding customers to the ZoHo books database is increasing over time. The response time to retrieve a newly added customer is now 1.5 to 2 minutes. The database has approximately 2,000 customers. I think you need to reorganise the
Excluded transactions in Banking
Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same
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