Banking feeds not working properly since June 2022
I have reported this in zoho books being a zoho one user since 16Aug'2022 18:42 IST. However, no solution and only excuses from Zoho Books team. If your Third Party Yoodlee cannot provide quality services and cause problems with its clients and is unable
Sales Reps Commissions ZohoBooks
Hi. Any update on implementing commission option in Zohobooks? Thanks
Push To IRP is not enabled
Hi, I have configured e-invoicing but I still dont see the push to IRP on the invoices. Please help!
Recording investment in another company
Hello, My organization will invest some fund in another company (the fund will consider as an investment not loan) however after a while the invested amount will incur income, so how do I manage the followings: - Recording the outgoing amount (the invested
Programatically export entire datasets
Hey, I have been thinking on what would be the best approach to export an entire dataset out of Zoho Books. From what I've gathered, I can either: Manually export it through the admin panel. Is there a way to automate this? Manually backup all the data.
Sales Order Related Lists
Is there a way to make a related list in a sales order that displays the customers open retainer invoices? We usually take deposit on items when ordered, and need a way when a sales order is ready to process that we can cross check if the customer has
Client Portal for Vendors?
Our work is heavily connected to Vendors as a road construction company and our clients are very few and they are government organizations so the Client Portal isn't ready beneficial for our clients. But it would be great for our vendors as they can check their balance with us and compare their records against ours as we usually run into the problem of unrecorded transactions on their part. If that cannot be done or isn't going to be available in the neat future, then can you help me with this: I
Categorizing bank transactions to a liability account
We use accrual based accounting. I need to be able to apply a bank withdrawal to the accrued payroll liability account ie. Credit Bank Account, Debit Payroll Liability. Is there a way to add that liability to the category dropdown in the "categorize
Zoho Books - Support for payment gateway indonesia
would love to see integration using payment gateway from https://veritrans.co.id/ one integration would open up your software to a massive market + make me happy as I'm already using zoho books :-)
Send sales order pdf as attachment in deluge
I have tried the various deluge docs examples but none seem to work, obviously using salesorder attributes. Help please ;-) record_id = invoice_details[ID!= 0].ID; sendmail [ from: zoho.adminuserid to: input.customer_email subject: "New
getRecords() error message
Here's my code: void books.Search_Contact() { organization_id = "666666666"; searchParam = {"contact_name":"Joe"}; response = zoho.books.getRecords("contacts", "666666666", searchParam, "books_all"); info response; } Here is offiical Zoho documentation:
How to generate invoices from recurring invoices in bulk
We have 300 recurring invoices each month. We generate them on a different day each month. I understand how to generate one invoice at a time from a recurring invoice. Is there a way to generate an invoice from all 300 recurring invoices at the same time?
Anzurechnender Betrag bei Guthaben vorschlagen / vorgeben
Auf dem Bankkonto geht eine Zahlung vom Kunden ein. Diese Einzahlung wird auf dem Kundenkonto als Guthaben gebucht. Nun wird die Rechnung erstellt und das vorhandene Guthaben soll in der Rechnung zur Anwendung kommen. Derzeit geht Zoho Books so vor, dass
Berichtstag: Sortierung in Berichten nach Datensatzanlage
Wir verwenden Berichtstags in Books und haben nun in unserer Liste neue Berichtstags hinzugefügt. Um in den Berichtstags die Sortierung zu ordnen, wurden die Berichtstags mit Nummern zu Beginn versehen (01 ..., 02 ..., usw.) In der Liste der Berichtstags
How do i upload an image in PO as a document using Python
Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows: # # # Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\Urban
Problem with profit and loss statement (wrong calculation)
Hi, I have attached a screenshot of my profit and loss statement. (checked year to date option also) This month statement it showing perfectly . but Year to date column is adding Sales + cost of goods sold =gross profit .... instead of Sales - cost of goods sold =gross profit Am i doing anything wrong?
Canadian Edition : What is the best process to manage QST installments and see them on Line 210 of the annual QST Tax report
Hi everyone, Zoho Books added the GST/HST installment functionality a couple of years ago but it is not available for the QST. I've looked around and found old incomplete answers on this subject and I would like to ask if someone can write the full process
Cannot connect PNC Bank (persistent error 429)
I am test driving Zoho Books and up until now was optimistic about this service. I have spent all day yesterday and trying again today to setup PNC bank (my operating account) to sync with Zoho Books BUT I keep getting error 429. I have tried setting
Transactions manquantes Zoho Books
Bonjour, Dans la section Banque de Zoho Books, il manque toutes les transactions entre le 17 août et le 26 août. Nous ne pouvons fermer notre mois à cause de cela. J'ai actualisé les flux et j'ai mis à jour les identifiants. Les transactions manquantes
Nedbank South Africa bank feeds to updating in time
Good day, We have updated our banking credentials in order to have the automated bank feeds in Zoho Books, however the bank feeds are delayed by approximately 3 days. This is too long if the transactions have cleared in the bank account already. Please
Option to disable rate field in Zoho books purchase Order
Is there any feature to disable the option for rate editing in Purchase Orders? Because the purchase executive can edit the price/rate and that can be an issue. We need to verify the POs again and again and there needs to be a person to monitor the rates
HOW TO POST PETTY CASH ENTRIES
Question 1-I don't understand what's in my cash flow chart. I have entered an amount of 200,000 naira into the opening balance of my petty cash, but it's showing 245,550. I don't know where I have made mistake. Question 2- The amount I have in the outgoing
Brokers commissions and accounting entries
Hello, We are brokers, so each broker gets a commission on each invoice we issue through zoho books. The commission % differs from one broker to another broker, it differs based on the invoice, Example: - Invoice A, 30%commission for Mike - Invoice B,
Employee Expenses split under multiple accounts
Our accounts record expenses by employees under heads like Travel / Fuel Meals Site expenses How can we make one voucher for all three and credit the employee for the expenses incurred? Currently we are making three vouchers, one for each head. We need
Bank feed issues becoming unmanageable
I've really liked using Zoho Books and other Zoho apps since starting my own consulting business 2 years ago. But I don't see how I can continue to use it though when the most fundamental and critical functionality of any accounting software - banking
Anzeige von Projekt-Budget-Stunden im Kunden-Portal von Books
Business-Case: Ein Kunde fragt nach einem Dienstleistungspaket an und bekommt ein Angebot, aus dem dann ein Projekt in Books erstellt wird. In diesem Projekt werden die angebotenen Dienstleistungen als Budget-Stunden vorgegeben. Im Kunden-Portal sind
Unearned Revenue unmatched list
Hi how can i get the unmatched statement in unearned revenue.....
ZOHO Books and Stripe reconciliation issues.
I am having a problem that is rapidly escalating between zoho books and stripe. We generate invoices in zoho books or zoho subscriptions. invoices are paid by customer or auto-bill via stripe. Customer's invoice is marked as paid automatically by zoho
Problem requesting Grant Token with C# desktop application
Greetings, I'm new Zoho and am looking to use the API via a C# desktop application. I am following the first steps in the following guidelines to request a Grant Token and subsequently request Access and Refresh Tokens: https://www.zoho.com/books/api/v3/oauth/#overview
Integrate ZOHO books with international money transfer service like XOOM, Wise etc
Integrate ZOHO books with international money transfer service like XOOM, Wise etc
Close a sales order
When a invoice is created from a sales order, the sales order is marked as billed or partially billed. However, we have some situations where this does not work: - For some reason, the invoice was created directly (not from the sales order). In this case
What happens if Multi-Users create Invoice at the same time?
Hi, I would like to know what would happen if several users create invoices simultaneously. Particularly to the Invoice Number. (There is a low probability of this. However, I would like to know in the event that it happens.) Thanks!
Zoho Books Invoice
I'm using the zoho.books.createRecord( ) method to create and send invoices. But the invoices get saved as drafts rather than being sent to the customer. How do I send the invoice?
How to add internal users as scheduled report recipients?
I would like to schedule some reports for my employess. They all have an account with an email address. However, when I schudule a report and try to select email recipients I cannot see all users. In fact, I can only see two users from the drop down list
Transaktion zuordnen: über Rechnungsnummer
Beim Abgleich (Transkation zuordnen) der Kontoauszüge (Online über Token) mit den Kunden- oder Lieferantenrechnungen schlägt Zoho derzeit den "Zuordnen-Button" vor, bei denen der "Betrag" identisch ist. Diese Logik würden wir gern erweitern, in dem die
API or Integration to associate a contact-person with a contact?
How in Deluge to associate a Contact-Person with a Contact? I need to programmatically assign the Books company owner as a 'contact-persons' for each Customer.
Can Books (and Inventory) darken the rows for voided documents?
I find myself wanting there to be an overt and clearly unmistakable indication (e.g. a notably darker background) to show that a document has been voided in the system so that I can disregard the row entirely without it any more attention than would otherwise
Filter transaction which came from expenses application
On zoho books: how can I: 1. Create a report of all transactions that were generated by the expense app only. Not all expenses, only the ones coming from the app. 2. How can I filter these type of transactions in other standard books reports. Thanks
Add new discount fields after Total
I need you to show me where to customize my quote as in the attached example. I tried to create new fields "discount" and place them after the total line but no success.
Steuersatz in Books bei Commerce-Aufträgen fehlt
Uns ist aufgefallen, dass der Steuersatz von 19 % nicht ausgegeben wird, wenn ein Auftrag über Handel erfolgt. In der Anlage befinden sich 2 Bildschirme. einmal wenn der Auftrag direkt in Books angelegt wird mit den 19% und einmal wenn der Auftrag über
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