Commerce Site and Products UNIQUE from Existing Books/Finance Products
I have ZOHO one and use CRM integration to Finance/Books to generate quotes from our product table. Working on Inventory integration (not 100%), but also wanted to create an online store mainly for existing customers to order pack and ship consumable
Search bar Hidden in Zoho Books inside Zoho One
Searching in Zoho Books is a pain. It already takes several clicks to search. You have to select what you are searching. This was an livable inconvenience after switching from Xero, they just know how to search. In order to do a general search (more
ZOHO Book Access+Refresh Token
Hi, I have written PHP code to generate oAuth token for zohobook (india region) for offline access and this process working perfectly fine. Whenever I try to create refresh token and access token, it is always giving me access token only, and there is
Inventory Asset Value in Inventory Valuation Summary report
Hi, I would like to know how is the value for column Inventory Asset Value calculated in Inventory Valuation Summary report in Zoho Books? If answer to this question is - (unit cost) * (stock on hand); then my next question is - From where do you get
Add support for logo icon mark for use in invoice, payment screens and all other screens where logos are featured
This is a customer complaint. While a minor issue, the fact that Zoho does not allow users to upload both a standard landscape-oriented logo and a square/portrait oriented icon logo annoys me. Because in Zoho, you have various places where you display
API calls work fine in Postman, but I get a security error when running the same call in my Zet CLI widget
As the title suggests, I can successfully use API calls through Postman, but when I try to use my local widget (running locally with zet cli - I copied the javaScript Fetch code snippet from Postman and inserted it into my extension.js file in the widget)
error
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400
How to create entries for customer refunds?
Hi, I received some amount from a customer and later refunded it 100%. It shows as 2 entries in my bank account (credit & debit). Please advise how I should show it in Zoho Books while matching uncategorized transactions. Gaurav
How do I properly charge a customer for a product?
Hello, I am new to zohobooks and its been a good while since I had an accounting class. I run a small auto repair business, and am having trouble billing customers. For example, lets say I am doing a job with only 2 line items. Line 1 is labor, line 2
Obtaining Timesheet approval from a client witho9ut logging into portal
I am seeking guidance on a Zoho PEOPLE solution for timesheet approvals. I am wondering if there is any way in which we can send a notification email to the approving individual that allows them to click on a button link in the email to APPROVE the timesheet
How to account it correctly in Zoho Books ?
When an existing debtor gives a loan (cash), how to account it correctly in Zoho Books ?
When will the deposit option in Estimate/Invoices that we were promised be implemented?
We need to see actual progress with your software in order to stay on as a customer. We have been very patient. I am hoping that your management will do the right thing and start implementing what you guys say will be updated. I want to know when this
How to add a Deposit Line in an Estimate
I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer
Bank Feeds
Hi Team, Every Day I have to refresh the bank feeds and update the date for the Bank Feeds to work. Why are the Feeds no longer working?
Change Transaction Series creating invoice via API
Hello, Now that we have custom transaction series, is there any way to pick the transaction series that we want when creating an invoice throught the API? I cannot see it in the documentaton
Job Costings module
Hi, We have a HVAC wholesale business and are using Zoho books which we are very happy with. We are opening another company focusing on HVAC Contracting and would like to keep using Zoho books. However, we require a job costings module, currently Zoho
Zoho solution for Manufacturing
Hi, We are a startup manufacturing producing Plastic Pipes. We use around 10 to 12 different raw materials to produce 5 types of products.We are looking for a solution which will maintain our inventory for finished products also link the raw materials
Zoho Books integration with Zoho CRM invoice module
Does the invoice module in Zoho CRM (not zoho invoice) integrate with zoho books? Can I create a invoice in the CRM and have show up in Zoho Books?
Bank Statement Details
Was wondering if anyone has a solution for this with recent bank updates. After updating our Bank of America connection, we are noticing that the "Text" portion is no longer on the Zoho side, where it always used to be. This is only for the Bank, still
How can get Zoho Books field API names
I want to get Zoho Books, Inventory field API names like Zoho CRM. How can get?? See example for CRM URL: https://www.zohoapis.com/crm/v2/settings/fields?module={module_api_name} Method: GET Header: Authorization=Zoho-oauthtoken {oauth_token}
Zoho books estimate export stuck on loading screen
I was testing the export functionality for estimates in zoho books and was able to export into xcel format fine for the first few times, but then suddenly I was getting a dns error that it couldn't find the webpage when exporting, then the error switched
Zoho Products are moving very slowly
Good day, Our Zoho suite of products are moving very slowly. Cliq will not load for most users, mail loads very slowly, books is taking very long to download invoices. Please note this is happening to users not in our office and are working from home
Checking what custom functions were executed
Is there a way to check through deluge code what specific custom functions were executed for a specific invoice? It would be like the comments & history section but in deluge so I would get a receive a JSON message. Is this possible through a record fetch
How to create Sales order attachment in Zoho Books with using Sales Order attachment API?
I will try lots of way to solve this issue but no any work if any one have solution? Try 1 <?php $file_name_with_full_path = 'c:image_path_here'; $request_url = 'https://books.zoho.com/api/v3/salesorders/1111122222233333/attachment'; if (function_exists('curl_file_create'))
Pay opening VAT creditor
I have entered my opening balances. Including an unpaid VAT balance (last quarter’s VAT prior to setup). I am unable to post a bank payment against the VAT account balance. Please can you let me know how to resolve this.
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
The template for the Arabic version is not responsive when viewed in PDF, saved or printed,
Hello, I'm subscribed to the zoho books premium plan. We created an invoice template for the Arabic and English version. The English template is responsive, consistent and coordinated, and there are no problems. The template for the Arabic version is
Vendor Portal / Vendor Invoice upload for direct payment
Hi, i have a question about using the Vendor Portal for direct Vendor Invoice payment. In our case our Vendors ( Trainers ) invoicing us direct for there Traininghours. What i thought i the Vendors( Trainer ) can upload ther Actuly Invoixe in the Portal.
connection not working
Default connection services not working the message is " connectors fetch failed "
Zoho emails not working again
All of our users are no longer receiving zoho emails or notifications. This has happened in the past and we worked with Zoho support to find the users were blocked on Zoho's end. Please check if our users are being blocked. I checked the configuration
Vendor credit
can someone explain to me the transactions that take place after a vendor credit is created? I don't understand why sometimes the purchase account is affected and others the inventory account is affected even tho both items have inventory track enab
How Zoho will help me manage my business
hi.. we are imported chocolates and snacks seller in India. our website is https://www.chocoliz.com/ please explain us which of your product will be helpful to us to manage our business. please contact us as soon as possibe. Thanks & Regards, Chocol
Client expenses - reimbursement - accounting
Hello, I do few expenses on behalf of client which I mark "Billable" and add some "markup". I maintain a separate account as "Billable Expenses" to track these client expenses. With current setup all these expenses appear in invoices and gets credited
Zoho Books - Account Transaction API & Excel Query
I have been trying to export the account transaction from Zoho Books for some time. I was able to get the data based on Postman by following the API Docs by Zoho. My requirement is to import the Account Transaction Report from Zoho Books to Excel using
Not enough permissions to add attachment to Invoice
Hey, I have been trying to automate some attachment processing and hit an unexpected permissions issue. My goal is to automate the upload of some files as attachments of Invoices. My steps were the following: Created a new self-client through the Developer
What does the option "All bills associated with the project" mean/do when adding a project to an invoice?
What does the option "All bills associated with the project" mean/do when adding a project to an invoice? I wasn't able to find any documentation on this option.
Handle group of companies in Zoho Books
I would like to learn how we can handle a group of companies in Zoho Books. For example, we may have a case where we invoice a company but the client decides to pay from another company belonging to the same group and vice versa. Is this possible?
API for Books Report and Zoho Deluge Lines of Execution limit
Hi , I have two questions 1. We need to pull the data from Reports created in Zoho Books using API similar to Zoho Analytics? I dont find anything in the API documentation, can you please share a link if it is available or any other suggestions without
Is it possible to match credit note with specific invoice in zoho books?
Is it possible to match credit note with specific invoice in zoho books? I want the number of the invoice to be shown on the credit note template.
CREDIT NOTES NOT APPLYING TO PROJECTS
Hello, I am having issues with credit notes not applying back to projects. If I apply a credit note to an invoice that was sent to a customer it does not show in the category under that particular project. I have applied the credit and it just shows the
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