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Quebec Canada Tax GST and QST
Hello Expert, Whenever we I create invoice for Quebec, Canada, it calculating wrong tax amount, can you please validate Attached the screenshot, which is calculating wrong tax amount on QST
Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
Adding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
What's New in Zoho Forms
Hey there, We've been heads-down shipping this quarter. Because every update we ship is about making your forms do more, with less effort from you. This quarter too, we expanded what Zoho Forms can do. Here's everything that shipped. Spotlight Forms Some
Zoho Creator and Bluetooth Beacons?
Hi all, Has anyone developed anything in Zoho Creator that leverages Bluetooth? Specifically to detect bluetooth beacons (iBeacon, Eddystone, etc.)? Thank you, Josh
Zoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
What's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
Bullet Charts Stuck Loading Without Data
I have a dashboard with some widgets in bullet chart format, but some of them do not have data. Since there is no data, they keep loading indefinitely instead of displaying “No Data,” as happens with the percentage widget next to them. This issue prevents
How to get Monday as 1st day of the week?
Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris
Shall we play a game?
Presenting the very first game created using ZOHO Creator: Tic-Tac-Toe (or noughts and crosses) I made this to challenge myself and employ some of the new features of ZOHO Creator. I must admit that the code is very literal and not too elegant. There are plans to improve on the machine AI and streamline the code over time. Currently the code makes extensive use of functions for the machine "AI" - there are 12 of these. The machine AI can be tricked, so to counteract that I made it exceedingly arrogant
Check printing alignments always changes
Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time we
name change of company in same GSTIN registration . how to retain historical company name for past transactions?
hello I have recently change my company name from BHANU DIAM to BHANUMATI IMPEX in same GSTIN registration number While i have update the company name in profile name that change all my historic data like sale invoices and purchase bill , i would like
iOS Books app shows filtered view after changing to All sales orders
My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuck
Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10
Layout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
Resources - Sort by rows consumed
Please add the ability to sort by the total rows consumed in the Resources section of Settings. I would like to see which table is consuming the most rows by sorting from high to low.
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Editing a bundle
How can I edit a bundle?
Approval escalation
Hi I would like to have an approval escalation if Approver 1 does not approve/reject a request with a certain SLA. Currently I have a status field that changes to "Pending approver 2 approval" after a certain time, however the challenge I am faced with
Referral module for our Zoho People employees
I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to
Conflicts on zoho project Tasks
Hi We want to use ZOHO Project for scheduling our technicians. We have maintenance contract with our customers. We schedule interventions on customer sites. So we created projects for each contract and task for interventions. So if a technician need to go to customer I create task and schedule them after depending of availibility. When I need to assign a date I use start Date and due date on the task. But I realized there is no conflict management. I called support and they told me it is not developped.
Upcoming webinar : Build high-converting sales pipelines with Zoho LandingPage and Bigin
For small businesses, generating leads is only half the battle. The real challenge is staying organized, following up consistently, and turning those leads into customers. Join us for this webinar to learn how Zoho LandingPage and Bigin can help you create
New UX Improvements in the Zoho Expense iOS and Android Apps
Hello users, We're excited to share the latest updates and enhancements we've made to the iOS and Android apps of Zoho Expense. These updates have been designed to make your day-to-day expense and travel management even simpler. Note: We will be rolling
User Permission Log
Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator?
What's New in Zoho Billing | May 2026
We're back with another round of updates in Zoho Billing! This month brings new capabilities designed to give you more flexibility and control over your billing operations. From associating price lists with business locations, and including annexures
ZOHO SURVEY to ZOHO CRM integration
I am trying to use the ZOHO SURVEY to ZOHO CRM integration but the integration won't allow me to choose a record layout and that means there is a erquired field that i cannot input, is there any way around this?
Why don't Zia agents support file uploads?
I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their
Zoho Forms - Failed CRM Sync Improvement
I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that the
How to show product cards in your chatbot
Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,
"Make online" not clearing previously downloaded files from disk
I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—Finder
Importing Tasks
Few suggestions that would make creating project templates more efficient. 1. Having the ability to import tasks from a spreadsheet within the Project Template Task section. You can do this when creating a "new project." 2. When importing Tasks from a spreadsheet, to be able to associate a milestone to a tasklist, just as I can associate a tasklist to a task. This would alleviate a very tedious, time consuming process. 3. Another feature that would be very helpful is rather than a start and end
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Quotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?
Spell Check Red Underlines Keep Appearing Even After Disabling
Hello Zoho Support, I'm facing an issue in Zoho Writer where red spell-check underlines keep appearing even after I disable Spell Check. I have already: Turned OFF Spelling Errors Turned OFF Grammar Turned OFF Writing Quality Turned OFF browser spell
Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
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