[WEBINAR] Zoho Books: A Guided Tour (Global Edition)
Hello everyone! You can now enhance your business accounting by making it smart and simple with Zoho Books. This webinar showcases the capabilities of Zoho Books so you can see how it can help you with your business accounting. By the end of this session,
Scan barcode and get info from ZOHO Books
Hi, Is it possible to scan the barcode of my item and then get all the necessary info displayed on the screen which is pulled from ZOHO Books? For example, I have a field with my stock location and would like to get this displayed on my scanners screen
Implications of using the discount column on invoices
Hi There, In our business, a large portion of our revenue comes from incentive programs such as utility rebates. So every item on a customer invoice will have our price, but it would also be nice to show the 'discount' the customer is receiving from these
Reporting tags associated to Project in Zoho books?
Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
Is there a way to restrict printing and mail sending if the quote is not approved ?
Is there a way to restrict the printing , PDF download and the mail sending if the invoice is still not approved (draft status).
Changing Invoice # field restriction on certain users
Is there a way to prevent certain users from changing invoice # field and keep it auto-generated.
Zoho Books WhatsApp Connect
If you're a business owner using Zoho Books and you want to send payment reminder to your customer via WhatsApp, check out www.neutron.money where we have developed this solution. Please contact us directly and let us know if you have any other ques
Purchase Order Report w/ Item Details
It would be really helpful to have a way to run a purchase order report with details on the items and quantities. I want to be able to send each vendor a list of open orders with: * Items on Order * Qty on Order (still open) * Due Date The report could
Estimate Revisions
We use Zoho books for all of our estimates, and probably in 50% of cases the final PO is not exactly the same as the initial estimate-. There are many cases where we go through a few revisions of the estimate before reaching the final situation that the
Add project to recurring items
I do not see a way to link a project to recurring invoice items. This would be very helpful as I have to edit each line item every month for all of my clients to add a project. Thank you for Zoho's continued product improvements!
SMTP mail for estimates & bills
Can i add my Gsuite mail as SMTP for all email communication? Currently i am getting many complaints about not receiving mails.
Hide specific estimates in the client portal.
How can I hide some estimates from a client so that I cannot see them on him portal?
Zoho Books API Limit is Ridiculous!!!
I was planning to write to a prestashop module, but after spending weeks of effort in writing the integration I realized the API Limit is complete nonsense. For a website with thousands of products and customers, pushing those one by one to zoho with
How do I record a refund for a customer?
I've tried this loads of ways, but it wont let me enter a minus. I still want to keep the original invoice for the customer, just need to log her refund. Thank you
How do I create a list of Sales Orders containing the Delivery address?
I need to have a list of sales orders (these sales orders are Zoho Books sales orders, not Zoho CRM sales orders) that includes the delivery address. I've tried customising the list on the Sales Order page both from within CRM and also within Books, but
Image Catalog of Billed Items
Hi We are trying to create an image catalog of all the billed tems in an invoice. Can anyone help us in achieving this goal. We have attached a sample file on how the catalog should look like as well.
How i can ZOHO for a society or a HUF ?
Dear Team, How can i use zoho for a society or a HUF or a family accounting?
Workflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885
Deleting Deprecated Bank Account
Hello, Would you help me resolve this issue? I want to delete an old bank account that was mistakenly integrated via plaid. Now that I want to delete the integrations, I'm trying to locate the I've disabled bank feeds, but cannot locate the integration
Tracking Payments from Customers AND 3rd Parties
We make physical upgrades to large apartment buildings: things like LED lighting, high efficiency boilers, solar PV systems, etc. Any given Deal consists of multiple Products, as described above. Each Product has an associated Price. So far, this is all
undo action
I recently edited my opening balance accidently. now i need to undo that action. can anyone help please
invoice page set up
Hi I have a query about the invoice page setup I am using retail invoice templates I want to set one page only when I enter more items coming 2 pages I need 1 page only how can I do if you have a any setting
Total de factura en letras
Hola He detectado un error en la cantidad en letras del total de una factura de venta, por lo que consulto si hay una forma de corregir este? Como verán después del punto decimal hay .75 centavos, sin embargo ZohoBooks en su importe en letras lee... "coma
Adding An extra column in invoice
Hi, How do I add a new column in the invoice template for the Part Number of the item I'm selling. I can't seem to find a setting for this.
Opening Balances
Hello All, I have tried to import the opening balance of accounts receivable and it is a credit balance. Zoho shows import complete but the balance is not showing on my balance sheet for 2022 and opening balances window. Why? Second, the opening balances
Zoho Invoices Custom Function - Automate the calculation of some fields
So I am using zoho invoices to manage our company's invoices. Recently we needed to add 4 custom fields which are : 1- Number of payments the customer needs to make [ field label is : No of Payments ] 2- Frequency of payments, that is, how frequently
How to record on Zoho books
Hello everyone. Just new here in Zoho. I just wanted to ask how to record in Zoho books the following: 1. Cash given to the office cash custodian by the owner from his own pocket 2. Now the cash received and use mainly for small small Payment from the
Refresh token error
Hello, I've been trying to generate the refresh token but all the time it gaves me : { "error": "invalid_client_secret" } steps i followed to generate Refresh token are : 1/ I created self client app 2/ I send this link as a POST request using postman:
Bulk Update Customer Display Name
How can I Bulk Update the Customer Display Name from “salutation firstName lastName” to “lastName, firstName”? Is there another way to change Display Names, such as with an export/import?
List of Customers who have purchased an Item
How can I get a list of all the customers who have purchased a particular item that shows both the customer name and the quantity that they purchased?
Can I automate and send Invoice PDF when payment is received
My Process is as follows: We create EST. We convert to SO We then convert to INV when customer approves purchase. We send INV for payment We are needing an automation that emails the INVOICE PDF to our HP Printer automatically. My initial thought was
Record cash in hand
How to record cash in hand of ₹100000 in zoho books at the beginning of accounting year. And this amount is not from sale. It is injecting funds in business.
Order in Invoice Line Items
We have written a script where we are adding some items in the invoice if custom function is initiated. Fo example: Items Qty A 3 B 2 Will look like Items Qty(Desired Format) A 3 X 3 Y 3 B 2 X 2 Y 2 But while running the script the invoice is uptated
Zoho Books in Restuarants
Please I would love a suggestion on how customers would be recorded on Zoho Books since a restaurant might not have the same customer coming in every week or day. When creating an invoice, which category or name should be included to track the sales of
How to
Dear Sir /mam, In Inventory summary report -"available for sale " entry comes from "stock on hand" qty- "committed Stock" qty. committed stock data entry is coming from sale order till date . -I just want to remove all sale order entry till date now (for
Cannot Update Credentials of Zoho crm in Zoho books
Greetings, We've made an integration between zoho crm and zoho books.. By mistake.. I've generated a new ZSC Key in zoho crm The problem is I cannot update the credentials in zoho books.. I only have (Disable integration) option.. How can I update
How to trigger a workflow when a comment will be add on zoho books portal
How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush Goyal
Bulk Updating my Items, Help Plz
lets say I have 100 Products uploaded in my Item list now I want to bulk update those item, one field I want to bulk update, lets say Item Name and another field is SKU, I want to change the item names and SKU in Bulk when I try to update through csv
Generate grant token programatically (HTTP REST)
We are trying to build an integration with Zoho Books. I am able to make it all work manually, but now trying to wrap it all up to an automated process and I am stuck at being able to retrieve the grant token. To documentation states to redirect to the URL, but our process will have ZERO human intervention. I need to be able to make an automated HTTP request to the URL and extract the "code". Does anyone know of a way to do this? Why did Zoho do things so backwards and non-standard with this? Why
Trying to create a Bill from creator (Deluge) in Zoho Books.
Can anyone give me an example of Deluge code to create a Bill in zoho books from a deluge script. Thanks.
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