Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a business
Lets have Gmail integration with Zohobooks
Lets have Gmail integration with Zohobooks
Can we have 3PL Management Services ?
Can we have 3PL Management Services ?
Let's have Shopify integration of Zohobooks
Let's have Shopify integration of Zohobooks
Pop Up notes
We have a customer who has overdue invoices requiring payment before we can proceed with processing a new sales order. Is there a Pop Up window notification available that we can be created on a customer record in Books, that will display a message (containing
Using deluge how to add a line item to Estimates
Hi, Hoping someone can help me with a deluge question, I'm trying to have zoho books create an estimate but on load i want to add a new line item. Basically i want to create an estimate but i want at the bottom to add a header and a line item that is
Allow attachments on Payment Reminders
Hello, it would be great if payment reminders could have attachments. I have checked and normal templates seem to offer the option but not payment reminders templates.
Quickbooks Online Integration with Zoho Books
When will you create a true integration between Quickbooks Online (QBO) and Zoho Books (ZB)? QBO is used by 97% of small businesses in the United States. Many Users, including myself, would LOVE to integrate and/or switch to ZB. HOWEVER, this can NEVER happen unless the data (mine goes back to the origins of Quickbooks desktop which was imported to QBO) can be synced/integrated/transferred seamlessly. Payroll within ZB is a step in the right direction. But without a sync/integration, etc...,
Can we have a module to records/automate Certificate No and TDS rates for Lower TDS Certificates by our customers ?
Can we have a module to records/automate Certificate No and TDS rates for Lower TDS Certificates by our customers ?
Accounting on the Go Series-5: Simplify Client Visits with Zoho Books Mobile-Maps Integration
Dear users, Welcome back to the "Accounting On-the-Go" series! We're thrilled to explore another feature that simplifies your daily tasks. At Zoho Books, we love incorporating commonly used apps to make your accounting journey even more effortless. In
how to use Bill #?
Hi: Zoho Books In Money Out -> Bill, I can create a Bill, and need enter: "Bill #" Right now I just put any number I like, but may be I am doing wrong, can you let me know how to use that correctly? Thanks James
Let's auto fit/resize column as per data filled in for all ledgers/ repots downloads from Zohobooks
Let's auto fit/resize column as per data filled in for all ledgers/ repots downloads from Zohobooks
Can we link our Google Drive / Dropbox etc to have a periodic backup for the entire company ?
Can we link our Google Drive / Dropbox etc to have a periodic backup for the entire company ?
What are the security measures taken to safeguard Zohobooks Customer Data ?
What are the security measures taken to safeguard Zohobooks Customer Data ?
What is the maximum SPACE in GBs which each Zohobooks Accounts can use in Zoho Servers ?
What is the maximum SPACE in GBs which each Zohobooks Accounts can use in Zoho Servers ?
We can have a feature to check PAN for Income Tax Section 206AB Compliances Status
We can have a feature to check PAN for Income Tax Section 206AB Compliances Status. This is very critical and useful for businesses.
Can we auto validate all AR/AP Email address ?
Can we auto validate all AR/AP Email address so that any invalid, typos can be corrected leading to successful delivery of all emails sent to AR/AP Accounts?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have a feature to Bulk Update Bank Details in all AR/AP Profiles ?
Can we have a feature to Bulk Update Bank Details in all AR/AP Profiles ?
Generating Invoices
Hello Zoho, While generating invoices can we restrict the source of supply to the state for which GSTN Details are updated for the customers? We should not be allowed to make changes. Thanks
Let's bring Procurement/Replenishment Optimization module / feature in Zohobooks
Let's bring Procurement/Replenishment Optimization module / feature in Zohobooks
Let's bring Research & Development (R&D) module / feature in Zohobooks
Let's bring Research & Development (R&D) module / feature in Zohobooks
Let's bring Price Lists module / feature in Zohobooks
Let's bring Price Lists module / feature in Zohobooks
Facility to save a transaction with CTRL+S
Let's bring Facility to save a transaction with CTRL+S
Can we have a feature to Bulk Update TDS Treatment in AR/AP Profiles ?
Can we have a feature to Bulk Update TDS Treatment in AR/AP Profiles ?
Let's bring Item Expiration Tracking module / feature in Zohobooks
Let's bring Item Expiration Tracking module / feature in Zohobooks
Can we auto validate all AR/AP Mobile Numbers ?
Can we auto validate all AR/AP Mobile Numbers ?
Minor editing to locked system or default items in chart of accounts
I am an accountant for a nonprofit, and we handle our chart of accounts slightly differently, We would like to be able to make minor edits to some system accounts. This reflects the fact that we define above and below the line differently. For example:
Combine Accounts from Chart of Accounts
I accidentally created a duplicate expense account within realizing this. And I cannot delete the account because it's been reconciled. Zoho - is there a way to merge accounts - or deal with duplicates? If I open a support ticket, can you merge the
Can we have a feature to Bulk Update Attachments in all AR Invoices and / AP Bills?
Can we have a feature to Bulk Update Attachments in all AR Invoices and / AP Bills?
Reconciliation Screen - Sort Transactions?
Is it no longer possible to sort transactions by deposits or withdrawals during reconciliation? One used to be able to do this. While on the topic, it would be far better for reconcilation if it were possible to separate printed checks from other withdrawals
10 Users Limit on Premium Subscription is not sufficient
Hey Zoho, 10 Users Limit on Premium Subscription is not sufficient for most of the business seems like and as we expand and grow its becomes a roadblock. Can we please increase the same to at least 15 users please ? Hoping to get a positive response
Zoho books should provide nonprofit discounts.
Can Zoho plan to offer some discounts for non-profit organizations and probably for students in the future?
Let's have Salesforce Sales Cloud integration of Zohobooks
Let's have Salesforce Sales Cloud integration of Zohobooks
What are the security and privacy measures and practices implemented by Zohobooks?
What are the security and privacy measures and practices implemented by Zohobooks?
Lets have Dynamics 365 integration with Zohobooks
Lets have Dynamics 365 integration with Zohobooks
Can we have Barcoding/RFID integration ?
Can we have Barcoding/RFID integration ?
Item Image full link in API missing.
Hi ,how to get full image URL in zoho books item API ? i only get image filename in API in https://books.zoho.com/api/v3/items?organization_id=xxxxx i need full item Image link
A single figure showing net outstanding receivables or payables balance figure after linking the vendor and customer contacts
Despite linking the vendor and customer accounts the Zoho books it does not provide a single figure i-e net outstanding or receiving amount instead it is showing receivables and payables amounts separately. I had recorded certain payments on different
On Page Break Header content is overlapping with body.
Hi All, We are trying to create a custom template using HTML CSS in zoho books. Template has been created successfully. But on page-break content is overlapping with header rather than content starting after the header. Can someone help me with this?
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