Custom invoice A4 split
Is there a way to get the original invoice printed on the top and the duplicate on the bottom of an A4 sheet divided in half? I am forced to use pre-printed invoices with this format. I attach a sample.
API ZohoBooks expenses upload receipt PDF
Hi, I have by now tried a whole bunch of different ways to upload a pdf file as a receipt for an expense but until now I am failing miserably. My code in Python is currently: ------ headers = { "Authorization" : "Zoho-oauthtoken {token}"
Change Reconciliation Period
I'm doing catchup from the beginning of the year entering transactions month by month and then reconciling. I did January and reconciled. I went to do February and realized I did not change the default reconciliation period for January. As I did that
Formatting Zoho Books/Subscriptions Documents
Is there any way to center Column headers in sales orders/invoices? Its a minor issue but we cannot seem to find a setting to change it. Thanks, Brian P
Unpaid Expense
Hello, I have just started to use Zoho Books. And I have trouble understanding how to register unpaid expenses. eg.: I received invoice on 31/01/2014 (dis expense belongs tu January), but I have to pay it on 15/02/2014. How would this be classified Expense or Bill or anything else. and how I should reflet/register this in Zoho Books, You kind help will be very much appriciated,
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
Landed Cost Allocation / Custom Duty manual data entry
My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming
Formatting date for Books Recurring Invoice
Hello, I am writing a function to create a Recurring Invoice from CRM, but am getting an error when trying to set up the Start Date. In the function, I'm getting a particular date field from the opp > find the next month > get the first day of that month;
Retroactively apply bills to PO
Hello, We have some bills that have been created and paid within Zoho, but were not linked to the POs they were associated with (during a transition time). We now want to be able to accurately calculate profit per order, but can't because these expenses
BOOKS CANNOT ACCES DUE TO CUSTOM DOMAIN ACTIVATED
I cannot access my zoho books due to custom domain enabled anyone have solution for this ? i had sent multiple mails to support team to solve this ..
Units of measurement
I'd like to make all of the existing units of measurements, (which there are many) inactive but there is no option available to acheive this, can you please provide this functionality Zoho guys? I want to start over with this feature but having the existing
CIS in customized templates
Please tell me how I can add the total CIS deduction amount in the customized template ? %WithholdingTaxTotal% shows nothing, is this the wrong placeholder ?
Problem in adding bank account
I am using Zoho from last 6 months. Right now I need to add my 2nd bank account through banking module. But when I try to add new bank account the drop down option from Yodlee and Token is not showing. I saw YouTube tutorials also but the option they
Access to be given to the user for a Custom Report/General Report
Hi All, I want to give access to only to a specific general/custom report for a user. Is it possible to do the same. If yes, please let me know the process to do the same
Assigning Advance Payment Received and Paid to a Particular Project
Dear Team , We are into Construction Business wherein we pay in advance to our vendors and we receive advance payments from our customers. Can you please help me to account these advance payments to vendors and from customers >> project wise. regards
Can I fill the customer name field by entering the Customer's Mobile number in Invoice?
Hi, Is it possible to find and fill the customer name by entering their mobile number in Customer name field while creating invoice in Zoho Books/Invoice? Sometimes there might be repeated custumer but with duplicate names. In that case we have to search
estimate and invoices item line tooo large
Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam
Cannot add simple 'Sales Tax' onto items in US version of ZOHO Free.... evaluation reveals a bug laden app and poor customer support.
Trying the Zoho Free edition to see if I like it.... it sucks a$$.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Zoho sucks balls
Trying the Zoho Free edition to see if I like it.... it sucks ass.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Migration of Financial Records from Quickbooks to Zohobooks
I would like to inquire how my financial records can be successfully moved from Quickbooks to Zohoboks.
Square Integration - Stop ZOHO & Square from creating invoices
We use Square to accept all our credit card payments, both invoiced and manually keyed via the online terminal. Some of our customers will pay via an invoice we send them, so a Square payment link on a ZOHO invoice is perfect. But some customers prefer
Correcting Tax Payments
Good morning, I have been hired by a ZohoBooks user to take on their bookkeeping and accounting. One of the things I need to correct is their Tax Liability (Tax Payable) on their Balance Sheet. For the last three years, they have been incorrectly recording
PayPal feed not including "Foreign Transaction Fee"
When our PayPal feed includes a payment converted from a foreign currency, the amount in the feed does not include the Foreign Transaction fee. We don't notice this until the end of the month when the balances don't match between PayPal and Zoho Books.
Zoho Books Turkish language support.
Hello, Will Turkish Language support be provided for Zoho Books?
Cost Of Goods Sold not shown in P&L
Hello Everyone! I am literally new here in ZOHO and I'm currently exploring it. I'm really confused as to why I can't see my cost of goods sold total value on the P&L. I was listing our products and I added the Cost Price of my product associated to Cost
books workflow: mark sent invoices as sent...
Hi, I have a workflow that automatically sends approved invoices 10 days before they are due. After that, there are further workflows for email reminders that check if the status is "sent". but now the invoices sent by the workflow are not marked as sent
I factored my invoice - how do I record their fee deduction?
Hi I work with 2 factoring companies. Company A deducts 2% off my invoice before sending me the remaining balance and they do send me an invoice to show the 2%. Company B deducts 10% off my invoice before sending me the remaining balance and they do not
Problem reconciling payments from Stripe and GoCardless for online orders (Sales Without Invoices)
I recently moved from Xero to Zoho Books. My company sells some products online and payment is taken via Stripe. We also have subscription schemes which are paid via GoCardless. In Xero, these payments appeared in the clearing accounts as individual transactions
How can I get opening balance of a particular contact?
I am trying to fetch the opening balance query but in that I didn't get opening balance of contacts, instead it returns the total of opening balance of all contacts as Account Receivables?
Zoho Books API Authorisation - Registering as self client
Hi All, Please can someone advise me on how Books API authorisation works for Self client. Can it work? I don't want to build an application, but rather want to just read data for reporting purposes. The issue i'm facing specifically is around the redirect
Bank feeds - still a problem
I'm really frustrated that the bank feeds only "sometimes" work. I raised this problem once before and was advised that Zoho used Yodlee and feeds were only updated once a day. That's fine but it only "sometimes" seems to work. Eventually transactions appear but they sometimes seem to take days. I know of other programs (Xero) that another business I am involved with uses Yodlee and they do not have this issue. My bank feeds are active, I tried to manually refresh however Zoho tells me that
Setup Zoho products
We want to setup Zoho accounting software's or products into our business for productivity.
Payments made to Vendors
Can we have an update on this request please, is it in the pipeline ? Seems a simple enough request & easy to implement (?) ........
Reporting transactions categorised as "Owner's Drawings"
Hi Is there a way I can run a report listing transactions filed under "Owner's Drawings"? Better still if I can list transactions by categories I've used within Owner's Drawings. Thanks.
I am very dissatisfied with the results of Zoho Books and Zoho Inventory
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
add owner capital or paid in capital to add credit card transaction
When I receive cash back on my creidt card I post it to owner paid in capital since it is not considered income and cannot be offset to any expenses. It would be nice if Zoho Books would add owner capital or owner paid in capital to the list of accounts
New Categorization from Feed
I've noticed the new addition to the UI, where recognized transactions are called out for potential categorization. That is a nice addition. This could be made even better, though. Right now, when one presses the blue Categorize checkmark, all it does
Zoho Projects - Zoho Books Integration Error: Data entered in your CSV/TSV file is not supported by us.
While reviewing the error details between Zoho Books and Zoho Projects I noted three tasks that have errors. None of these tasks have any files associated with them nor where files uploaded to them. What is this error and how do I resolve it? No time
Automatically adding Bank Details in Invoices
Hi all. I am newbie. I just trying to adding an automation to invoices creation. First I created 2 custom fields into invoices ("Banca" that is a list field and "IBAN" that is a text field). Second, I create a Custom Function as below and then a trigger
How to convert package items to invoice in books
Hi All, In my sales order there are 45 line items. Out of 45 line items i have received 5 items in my stock. That 5 items, i want to ship to my customer. I will create package of 5 items then i need to create invoice for 5 items. To create invoice i need
Next Page