Mercury Bank and Wise Integration
I tested pretty much all accounting software on the market and I always come to the same conclusion that zoho books seems for me to be the nicest one. However I am payed for subscription for one reason, syncing my bank feeds. Unfortunately Mercury seems
How to Sort Detail General Ledger by Account Code
I need to send a detail general ledger to our tax preparer. I have customized the report to show the account code column. However, when I click the column to sort by it, it doesn't work. The report is not organized in balance sheet/income statement order
Get Invoice list api does not contain line items array?
Hi Team, We are integrating our app with Zoho books via apis. We observed that in order to get invoices data we made a call to get invoice list api. We found that the response does not contain line items for each of the invoices retrieved.
Is there a way to retrive the number of API calls used, in an API call response?
Hello everyone, Is there a way to retrive the number of API calls used, in an API call response? I'm programming a process and I need to know the number of API calls used during this procedure to take some desitions in my program. Is there a code that
How to schedule multiple "Bills Details" Reports with Specific criteria
I seem to have two issues with Zoho Books Reporting that I would like to better understand. This is specifically regarding scheduling the "Bills Details" report: 1. When I schedule a "Bills Details" report, it send me an email with the default criteria
INVOICE FOR ( AIR TICKET) TRAVEL AGENCY
Dear sir Pls suggest or add this in Zoho invoice Air Ticket. 5000 Inclusive Tax Service charge. 1000 GST 18%. 180 Total. 6180 But the problem in zoho not make invoice Non taxable and taxable . If one item Air Tickets GST charged Airlines by Govt Rules I only charge GST on service charge... How make invoice or pls add these featurs in Invoice templates zoho books This is v v important and urgent Pls reply ambertravels1@gmail.com Hemant chopra
Amendments to output tax.
If I have missed any invoice in quarter and VAT already submitted , then how can I process OLD invoice in current quarter (UAE), how I inform FTA when I am submitting VAT that these invoices belongs to pervious quarter ?
Balance Sheet showing Accounts Recievable when payments for all entries recieved.
Accounts Recievable Account has Entries in the Accrual Balance Sheet even when all invoices paid. Why is it so?
Default Exchange Rate
When transactions between base currency and foreign currency in Books are added programmatically, an exchange rate of 1 is assumed. It seems like it would make far more sense to have the default exchange rate be whatever Books already has internally for
Invoice a client in multiple currencies
I have a few clients who I bill on multiple currencies depending on the type of products I am selling them. Currently, with Zoho invoice, a contact can be of only one currency code, so for those few clients I had to create multiple clients (one for each
Multi-currency for a single customer in Zoho Books
Hello, I have a question regarding Zoho Books. We are selling products worldwide and it happens sometimes that for a specific client we use USD for a product and for another product, we use EUR. Is it possible to manage multiple currencies for a single
lock in period for accounts
hi, i think there should be a feature to lock the financial year accounts with certain password when it gets filed with income tax department, so that there will be no accidental changes further. So this is a request from our side to add the above said
Estimate to retainer Item Description to be copied
Estimate to retainer item description is not copied currently. Either the Item Description Rows can be copied and Qty/Rate can be apportioned as per the Retainer % OR Item Description Rows can be copied alongwith the original Qty and Rate also, and somewhere
Is Zoho Books still supported, or is it a dead product?
Just asking, because it's next to impossible get any any technical support for Zoho Books. We opened a support ticket a few days ago, but have no email confirmation, nor any reply for Zoho. It's about getting '1048' error codes with the message: 'Sorry,
You cannot enable Entity level discount when you have registered for VAT.
Hi Can some one help me out with this. I want to apply discouunt before VAT but the message states as You cannot enable Entity level discount when you have registered for VAT. How can i make changes?
Switching accounts
Hello, We need to switch accounts in books, for example: we buy from our suppliers raw materials that are first accounted in Inventory. In a second step, these products are "bought" by internal employees to manufacture end products. We thus need to switch the products from Inventory to specific exepense accounts. Inventory Adjustments only allows us to modify values or quantities not switch to another account. Can you tell us how to do this please? Thanking you in advance m
Group of companies: Branches or Organisations
I have a group of 3 companies, each with different configurations in their Chart of Accounts. They occasionally have related transactions. Rather than pay $12 each for standard organizations, I wanted to pay $36 for Premium to unlock some other integration
Importing Sales data from Posist to Zoho Books
Hi, We use Posist as our POS. They have integration only with Tally. What do I need to import sales data from Posist into Zoho books. We accept Cash, Credit cards, Web ordering, discounts and online partners. Also How do I import them into zoho? Since we generate 100s of invoices everyday adding each sales manually is not an option. -Suraj
Distorted logo on invoice
Hi! I uploaded my logo but it shows distorted. I've tried with several sizes and resolutions with the same result. Do you know how can I fix that? Thanks!
Editing PDFs from the delivery notes.
Hello, I am trying to edit the delivery notes on Zoho Books but it seems it is the only template that can not be edited. It gets auto-translated to Spanish and on the company country, the software is used that is not how the document is called. Please
What to do if I have bills dated previous year but paid current year and invoices dated previous year but they are paid by customer current year
Hi, I am migrating from QB to Zoho book, I have bills dated previous year but paid current year. Should I record the bill from previous year in Zoho or I just have to type it down the corresponding amount in accounts payable opening balances? I have
Sales order template needs both "ordered quantity" and "open quantity"
I've just realized that although the application will show me 1) how many of an item were originally ordered and 2) how many have been invoiced There is no ability to show this on a sales order template in the sales order at the line item level. A better
Books User Lookup Fields In Analytics
I've got a user lookup custom field in Zoho Books on the Customers and Vendors modules. I'm trying to use it in a query table in Analytics, but I'm having trouble figuring out how to get the actual user's name. The field shows as an ID in Analytics, but
Images on invoice
How to remove item images from invoice only? we need to show it on estimate only.
Wie lautet der API-Feldname für das Feld "Betreff" (Subject) in Angeboten?
In der API Dokumentation habe ich es nicht gefunden.
contra accounts
How do I create contra accounts in Zoho Books? Contra Assets? Contra Liabilities? Contra Revenue?
Estimates List View -> Accepted Estimates Not Yet Converted
Hello, we are a Zoho One user and recently went live with Books and Inventory. When looking at the Estimates list view, there are different views to select from the dropdown list but I see no way to select a list view that only shows Estimates that have
When creating new Item with default tax rate "out of scope" can be associated
Dear ZOHO Team, When creating new Item with default tax rate "out of scope" can be associated Because I have a lot of "out of scope" item Every time I have to enter manually when creating out of scope invoice
How to update Project Invoice Preferences in Zoho Books via API
How do you change Invoice Preferences for projects in Zoho Books (i.e. Single line for the Project, Group by users, etc.) Here is the screen shot where the data is entered:
What is definitive way to know when invoice is paid (in the JSON)
What JSON values are the definitive way to know when invoice is paid (in the JSON) Can it be done just from Invoices or must it be done only from Invoice Payments
What's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.
Books API: Search invoices by custom fields.Variants: custom_field_startswith and custom_field_contains
I understand that part of this syntax is params = map(); params.put("custom_field_startswith", "zcrm_potential_id"); but how is the remainder of the filter specified? Is it another item in the set of parameters?
Migration from Tally to Zoho books
We evaluated ZOHO books for our accounting for last 1 month. Currently all our accounts are maintaining in tally. Can we migrate data from tally to zoho books. If so, can I do it now or we have to wait for next financial year beginning.
How to get Zoho CRM product identity [product_id] on Zoho Books After integration
Zoho CRM product is Sync to zoho Books using the zoho setting I want to Zoho CRM product id into Zoho Book products. How can i get Zoho CRM product id into Zoho Book ?
Custom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit card
Flat Zoho Books invoice view in Zoho Analytics with "Skonto" and "Storno" detection (cash discount/cancellation)
if you are trying to compile and analyze Zoho Finance invoice data in Zoho Analtics, we at CEYOND are sure this SQL query snippet can help you. It will collate the invoices, payments, credit notes and sales. It is important that the tables from Zoho Finance
Estimate, SO and Invoice Mapping
As we all know Estimates can be converted into SO then Invoices or to Invoices directly. However, the custom field values from Estimates are not reflected in SO or Invoice, even though the same custom fields are present in both documents. I understand
TDS Deduction Reminder at Vendor Bill
We request TDS Reminder at Vendor Bill so that accidentally we should not miss out on deducting TDS for that transaction. Typically it happens when the Vendor is new and you have missed out on configuring the same at Vendor Master. If there is a general
How to create Debit Note for a Vendor?
How to create Debit Note for a Vendor?
Reconciled transaction(s) cannot be deleted
Hi I am trying to delete a customer payment which was entered incorrectly. We had matched it to bank statement but in order to delete it we unmatched it. But we still get the error "Reconciled transaction(s) cannot be deleted" when trying to delete the payment. Please help. Thanks Avinash
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