Add image to item via API
Hi, trying to add image to item via the API....this is not detailed in the Zoho Books api...Here's what I've got: <? $url = 'https://books.zoho.com/api/v3/items/{ITEM-ID}/image'; $data = array( 'authtoken' => '{AUTH-TOKEN}', 'organization_id' => '{ORGANIZATION-ID}',
Projected expenses in quote
Apologies if this questions is answered elsewhere, but couldn't find a similar question in the forum. Context I'm a current QuickBooks user and evaluating Zoho Books, so I might be approaching this problem with the QB mindset. Our estimates/quotes are
Material Received Signature from Customer in Invoice
I run a distribution business for hardware products where I deliver materials to the customer. After delivering the material we just get the duplicate/triplicate signed and bring it back. The customers usually signs any where on the duplicate/triplicate
Add Data In ZOHO Books Custom Module
Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,
Searching for items when creating order, Po's, invoices and bills
The search function when looking up items is very good. I can pretty much find anything I want using bit of a name, part number etc. Yet the search function in invoices is very limited e.g to look up Industrial paint black you can only find it if you
Create Chart of Account in Bulk
Hello! I have a requirement to create multiple Chart of Accounts at time (For example: when I add a new employee) If there is an option similar to Bulk Add Expense with Clone, it will be a great help, otherwise I find it very time consuming activity.
Two difference auto-generating serial number in Invoice
Dear ZOHO Team. Two difference auto-generating serial number in Invoice Please start this feature..it is most useful for our business find screenshot
PURCHASE INQUIRY TO VENDORS
Just the we have An Estimate module before converting it to a sales order we must have An Purchase Inquiry Module Before converting it to the purchase order. The Unique point here must be An added RFQ (Request for Quotation Module) where as we can send
columnar Feature
Hello Sir Tushar, I'm Zoho User I want to request to kindly add a feature just like tally already uses it. The Columnar feature is in the feature if we go to the individual ledger when using this feature it will open up just like below mention screenshot
Automatic payments options books / subscriptions
Hi All, Question what i cant figure out is to setup automatic payments with stripe inside Zoho Books / Subscriptions. I enabled Sepa and iDeal automatic payment inside stripe and ( i think i use the correct webhooks) But the only option for automatic
Categorization rules misdesign
If you're bulk categorizing and you do a manual categorization, Books auto-creates a new categorization rule. When you save that rule it runs the rule against your transactions and creates the "Recognized" transactions list from the rule matches. You
Automated Saving of Categorized Transactions
Hi, Is it possible to automate the saving of banking transactions. Currently, I have automated bank feeds and automated rules for categorizing transactions but I am still required to manually save them when I go to the banking module so that they can
Categorizing via rule doesn't reduce uncategorized count
I manually categorized a transaction. It pops up the rule editor. I create a rule and save. The rule then categorizes all the matching transactions. The Recognized count is incremented by the number of transactions the new rule categorized. However, the
Banking transaction categorise limit
Can the limit be increased to categorise more than 50 transactions at a time under banking? 50 is quite a low number, especially if you have 1000s of line items per month. Thanks.
What's New in Zoho Books - November 2022
Hello users, We're here with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month: Outstanding Filter In the Client Portal Your customers can now apply the Outstanding filter while
Zohobooks Subscription recommendation
We have an entity's Tally Data which has the following - Sales Register (Invoices) - 492 Purchase Register (Bills) - 507 Receipt Register - 265 Payment Register - 5179 Journal Register - 6889 Which Zohobooks Subscription Plan is better for them?
Item list is not updating after purchase
Hello all I purchased a few items on 14/12/2022 with same-day delivery. First, I added the item name and purchase information (no sale information was mentioned because our selling price changes from time to time) I made bills and payment has been closed.
Feature request: Cashflow forecast for ZohoBooks
Hi there, Some two years ago, there were posts and questions about the need to have Cash Flow forecasting mechanisms in Zoho Books as they are available in competitor products. Back then, the answer is that it was not planned for the short term. Now the
Partial or Split Tax Claim Payment
[problem] [general] [australian edition] Hi all, Last quarter I filed a BAS report, which resulted in a claim of $1000. The ATO mistakenly paid $800 instead of $1000, and left a $200 'credit' on my ATO account. (sigh. don't ask :-) Normally I would go
How to add Columns to Zoho Books Reports
Can one add additional columns to Zoho Books Reports? For example: Sales Report by Costumer has column for Customer Name, Invoice Count, Sales w/o Sales Tax and Sales w/ Sales Tax. I want to add a column for the Customers Country (From Customer Contact
How to disable auto send "Thank You" email when created Payment Received using custom function?
Hi all, I using custom function to create a Payment Received record to Zoho Books from Zoho CRM. My problem is after completed Payment Received the system will auto send a "Thank you" email to customer right away. Is there any way to turn off this function?
Custom fields for Banking in Zoho Books
Hello, I was wondering if it´s possible to add custom fields in the Banking module in Zoho Books? This would be nice to have, so financial department could save important information about a particular bank account, for example the bank managers/other
Zoho Books - Income with an expense
Hi, what is the best way to input a income but also has an expense as well. eg, Rent a house for $400 a week (income) Rental agent manager fee $25 (expense) Amount received $375.00 (income
Project Specific Invoice Number Schemes
My previous invoicing solution (Harvest) allowed me to have different invoice number schemes for different projects. I could have invoices to customer ABC be auto numbered to ABC-YEAR-1 (increment by 1 on the next invoice). Customer XYZ's invoices could
Paying for Invoice - Can I update colors used in https://zohosecurepay.com/books/
When I email customers invoices and offer an online payment option, when they click on invoice they are taken to https://zohosecurepay.com/books/[our organization}/...... The problem is that the header is a large red block. Our company color is BLUE.
Branding: eigenes Design erstellen
Das Design von Zoho Books wurde in letzter Zeit um weitere Farben ergänzt, wie zum Beispiel "Mustard Yellow". Noch besser wäre es, wenn man in den Einstellungen die beiden Farbwerte als HEX-Wert eintragen könnte. Der eine Werte wäre #EBEBEB der andere
Customer/Client Code creation in Zoho books
Hi Team, If someone can help me how create code for customer, my requirement is to create code for each customer, also while creating the invoice i need to search by the code instead of name. Please assist me with this regard. Thanks
Remove item field from Delivery Note
Hi, I cannot seem to find a way to remove item field from Delivery note. We only need the description in Delivery Note. I have checked the delivery note settings, but there is no option to uncheck item.
DATEV export in Germany
Hi, could someone please tell me if they have successfully exported data from Zoho books and imported to DATEV? I'd really appreciate some helpful answers, thank you.
Value is empty and 'isEmpty' function cannot be applied
Hello, I am having a very strange error in my custom function with Deluge. It is a function that creates. invoices automatically every Friday if the sales order is shipped. I added a verification to know if the customer has credit notes actives. If the
Item Table Label Width
The width size in terms of percentage set by myself doesn't reflect on the estimate document. It looks like the value entered are not considered at all .
Creating Estimate through API is not working right with Avalara Integration
I am creating a custom function in Zoho CRM that generates an Estimate in Books for the customer in based off of information in a custom CRM module related to the customer in CRM. I am running into two issues and they both are related to properly obtaining
Bulk Update VAT on invoices
Hello, Is it possible to add a function to Bulk Update VAT rate on all line items for invoices. My Customer requirements is that all timesheet line items for a customer need to be listed on the invoice and this means that we need to manually update the
Same Item, different cost
Hello There, I'm new to Zoho books, used to work on wavapp , which had a simple inventory tracking, I'm trying to enter all the data including the bills on Zoho books manually due to migration issues so it can calculate the COGS. My problem is I purchased
Mark down price on MRP & GST
Hi, While setting the price list as zoho books has the MRP & GST details of the item whill it auto calculate the pre gst price for that item and separately show the gst amount in order & invoice. Secondly will it give me a variance amount which i need
Tax liability to be collected from client - What is the accounting practice to follow in Zoho books
I do administration work for a client. I am going to pay their monthly employee Insurance to Government department. Which on actual I am going to bill to client. I do not want this to be part of my turn over since this is a take and give. So if I bill
sale invoice (inventory) reflect in purchase account
Hi please refer the screen short . we have raised inventory sales invoice and it reflects in purchase account. kindly help on this.
Recurring Invoices and Snail Mail
I know how to create a recurring invoice that is emailed, but, how do I create a recurring invoice that is sent via snail mail?
Hot Keys
Hi i want to know whether do you have short cut key facility?
Connecting one zoho crm account to several zbooks companies
I'm evaluating using ZCRM in connection to ZBOOKS, but need to get clarity of how to set up the connection in our case. We have one sales force, separated into groups for different countries/markets, they will use ZCRM, that far all is good. The sales
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