Zoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introduced
CRM and Books sync duplication
Hello, I am having an issue with CRM and Books synchronization. I am writing it here because I tried to reach you over the online chat, but I always got no helpful solution, so I thought to make a topic here to follow up here correctly. When the sync
Locked Accounts
Hello, Several accounts on the chart of accounts have a locked symbol next to them. Can those accounts be unlocked so they can be managed like any other acccounts, or deleted if they are not in use? Thanks, Olivier
Rounding to nearest 100 or 1000
Is there any way to round price to nearest 100 or 1000 automatically in pricelists or invoice? The current rounding option is only to nearest 1, only eliminating the decimals. Because in my currency the lowest you can pay by cash is 100 and sometimes
Recurring Retainer Invoice
We are a service company that has a maintenance program for clients that invoices them in monthly amounts equal to their estimated actual annual maintenance costs. At the end of the year we "settle up" with an additional billing or issue credit depending
Editing a sales Order / Invoices with Deluge Script
Hello, In Books, I have Sales Order (draft) that I need to update. Depending of some parameters, I need to update the description of each line items. I wrote a simple deluge script for test purposes first. I can read the sales order and all line items
Bulk Update Of Item Pricing In Estimates
I have recently been told by one of your support people that it's not possible to bulk update pricing in estimates after updating Item pricing. How can this be so? Please advise as to whether this is the case and if so whether this ability is scheduled
How to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?
Vendor Credits - Restocking Fee COGS or Expense?
Hello, I returned a few items and the vendor/supplier credited me less a 10% restocking fee. The refund was credited to my bank account, minus the restocking fee. What is generally the most accepted way for accounting for this 10% stocking fee through
Charitable Donations
I'm a web developer and offer my services to a number of charitable organizations and have always used them as a tax write-off. I'm moving my bookkeeping over to Zoho Books, but I'm not seeing how to note something like labor as a charitable donation.
Generate report on Tax Deducted
Is there an option to see the total amount of tax that has been withheld by a customer for the entire year? TDS Summary report does not show anything although all the payments have been recorded with details added to Tax Deducted as Advance Tax.
Zoho books Integration API related queries
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first time
Adding discount on line items via API
I've been trying to create invoices via API from my system. For some reason the item level discount column isn't getting created, following is the payload: { "payment_terms": 0, "is_discount_before_tax": true, "discount_type": "entity_level", "customer_id":
Zoho Books Invoice Line Items
Hi, I have trying to migrate Zoho Books Invoice via Connection but I can't migrated Books Invoice Line Items. How to integrate line items to creator? I have tried using getJson types but still I'm not getting.
How to barter invoices (offset one against another)
Hello, We have some clients which are suppliers (vendors) at the same time. So we usually barter invoices and offset invoices against bills. What would be the correct way to handle this in Zoho books?
Zoho Finance Limitations 2.0 #23: Zoho Books Report: Inventory > Warehouse Report needs filters
The "Warehouse Report" within books / inventory has the potential to be very useful however we really need to be able to: - Filter by Category - Use Advanced Filters A quick solution: Add the "Category" column to the CSV / XLS export. Scenario: If I want
The easy way to transition from Wave
Hi, We're a non profit organization and need a simple accounting system. We were working with Wave and it was okey. We're happy now with Zoho Books but need some advises to use the system well. In a year we organize 10 different activities and each activity
How to Separate 1 item into 2 items
Hello, We purchased an item - a "Flashlighs with an Holster". We need to invoice that 1 item as 2 separate items like below: 1. Flashlight 2. Holster for Flashlight. How we can do this in Zoho books? So we basically need to do something like opposite
Submission pending GoCardLess mandate
Good morning, The XXXXXX-XXXXX mandate was created by my client directly in GoCardLess. I see that the status is "submission pending". GoCardLess is integrated with our Zoho Books tool. We have synchronized Books and GoCardLess so that the "MY CUSTOMER"
Zoho books - Send Mail and Reminder Emails are not logged in the journal
We have a problem where in Zoho Books, the invoice/estimate when send to email via the platform or when sending reminders via the platform they are not logged in the journal under that invoice/estimate. i would want to see the history of when and frequency
Credit Notes issued not showing in auto populated GSTR 1
Hi, when we issue Credit Note, in B2B and B2C, both are adjusted in the declared invoices rather than being shown separately in table no 9B of GSTR 1. I never noticed this in the past, but now Auditor advised not to do this. Mail has been send to ZOHO
Drucken: Seitenvorschau größer oder Vollbild
Jeden Tag werden viele Belege wie Angebote, Aufträge, Rechnungen, Bestellungen, etc. erstellt und zur Kontrolle in der Seitenansicht (Druck) angezeigt. Immer werden die Seitenansichten größer gezoomt und wir fragen uns warum wird eigentlich die Seitenvorschau
Simply writing a check in zoho books needs to be improved.
I want an owner draw. I want to print that check. I should be able to go to the bank account, create a check, enter the account, recipient, and amount and print the check. How backwards is it that Zoho lets me create the owner draw with no way to print
Mobile issues
Good night, New to Books and so far I seem to be likening it. I do have an or subjection. I run my business 90% from my phone. I created two invoice receipts (one the invoice for the customer and the on the other to let the customer know the merchandize
Revolut Netherlands - manual bank feed import is incomplete: e.g. Fees are not imported
Hi, While importing manually the bank statements of Revolut Netherlands we are facing an issue with banking fees. Revolut will show a transaction amount of e.g. 100.00 euro and in a separate column the fee of 0.20 euro. However, when importing the statement
How to create a list of clients without SEPA-mandate (direct debit)
First post here - hi to everyone! Be gentle with me ;-) I would like to contact all our clients without SEPA-mandate. I have used the client filter, client download as CSV etc., but I could not find a proper identifier regarding SEPA. What would be my
Record a Bonus Paid to Me Without Creating a Credit for the Customer Who Paid
I need to record a single one-time payment of a holiday bonus. This is a bonus paid from a client to my accounts. I want to do this without creating a credit for that customer. How would I record this credit accurately in Books? I searched the forums
Does Auth api call in Zoho books api integration needs to be location based?
Hi Team, Recently we completed the development of api integration of our app with Zoho books api. While testing and onboarding our customers we observed that the auth call did not return back the correct account from zoho. The auth call is made by forming
API Integration filter and API limits problem statement
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first time
Posting Expenses on basis of Accrual and Cash
Hi, I trying to view P&L on the basis of Cash and Accrual, but unfortunately it does not show the desired result. example I have to pay $6000 in advance for Office rent of 6 months I create bill for each month on different dates say 1 Jan,1 Feb and so
Estimate numbers on invoice
To whom this may concern, When converting an estimates into an invoice, how can we automatically include the estimate number on the invoice? Thank you
Adjust Invoice Payment Received in Owners Personal Account.
Hello Sir, My client has made the payment of invoice in personal bank account. Please assist me adjusting the said payment against capital account or suggest any other appropriate method.
What's the best way to capture internal notes in Estimates?
When we create estimates, we need the ability to add notes for internet users (never shown to clients). Is a custom field the best way for this? We were using "Description Information" in CRM Quotes before we migrated to Books Estimates.
Artikelbilder gehen nach zuordnen zur Artikelgruppe verloren
Unsere Artikel wurden mit Artikelbildern versehen. Nach wir einige Artikel einer Artikelgruppe zugeordnet haben, gehen die Bilder des Artikel verloren. Die Artikelgruppe haben wir für Commerce angelegt, weil ein Artikel mit Attributen sich besser online
How to change the sequence of lines in an estimate from the app
Often my requirement is to edit the estimates on the go. The app does not give the option to change the sequence of the items/lines. Is there any option to do this? The new item can only be added at the end of the list not in between the existing li
custom_field_hash for Invoice Line Items
Please confirm: Is there a way to retrieve the value of an element in a custom field using the "custom_field_hash"? Here is a snippet of the relevant JSON from an invoice. There are five custom fields. I need to get the value of just one. How?
Custom role with unintended restrictions
We have created a custom role in Books that was only intended to keep someone from deleting anything from the chart of accounts, general ledger, and banking. It has apparently also restricted the changing of pricing in estimates, sales orders, and purchase
Books API error code 110846
We started receiving the following error when trying to create new sales orders with shipping charges using the api: "code":110846, "message":"Please mention any Shipping/miscellaneous charges as additional line items.” Where did this error come from?
Artikel-Bilder im PNG-Format - Transparenz wird nicht dargestellt
In unseren Artikeln verwenden wir Artikel-Bilder die im PNG-Format hochgeladen wurden. Bisher alles ok. Seit einiger Zeit werden die Bilder in Angebote etc. mit dem bekannten Schwarzen-Hintergrund anstatt der Transparenz dargestellt. Bitte wieder ändern!!
Q - How Track each employee commission expense for a certain period
Is there a good way or best practices so I could track each employee commission expenses. (could check the list and total of commission expense for a particular employee in a certain period of time) and also which invoices and clients that earn him/her such amount
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