Accountant
Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.
Adding Client VAT and BRN in our Invoice
Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can do?
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
Client Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name
ABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
Accounting on the Go Series-40: Simplify Payments with M-PESA Gateway Integration in Zoho Books Mobile App in Kenya Edition
Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature that will help Kenyan business owners streamline their payment processes: M-PESA
how do I manage Petty Cash
Hi I have a problem ? 1. Question ; I am the owner of the company, I withdraw money from bank for my own use and latter-on if required I pay some bills in cash. how do i mange this transaction in zoho books. 2. Question Some time I withdraw cash from bank for my own use. But If there short of fund in the bank I deposit the cash back in bank. How do I manage this transaction in zoho
Select a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the right
Rounding off rate in quote
Hi team, Please help me to rounding of rate amount in quote
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
List of API for report
Can I have list of API for Reporting ? Like this API : https://www.zohoapis.com/books/v3/reports/customerbalances?organization_id={{Organization.Organization_ID}}&accept=pdf
GST composition scheme dealer - treatment for client expenses reimbursement
Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
zoho book API - Price list (create / update /delete) - Is there any documentation?
Hi there, Is there any documentation on how to create a price list on zoho book via API? There's nothing on the API guide. Thanks in advance Claire
how to get Access Token & refersh Token
https://accounts.zoho.com/oauth/v2/token?code=&client_id=1000.DP4CU4M4AT0BJBX7KT5YUMIO1PNQTE&client_secret=ca66e715e9c387711166997b44fc45924b960385fa&redirect_uri=myurl&grant_type=authorization_code this error: {"error":"invalid_client}
zoho feedback
I hope you are doing well. I wanted to take a moment to express my appreciation for the Zoho ecosystem and how it has positively impacted my business. Since I started using Zoho Books in 2019, I have found it incredibly efficient in managing my operations.
Unearned Revenue
Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i entered
Add bank transfers via a webhook or API
Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a transaction from an external (unsupported bank) in the moment there is a transaction
ABN Amro
Hi, We are trying to add Abn AMRO as a bank in Zoho Books. However we get the following error: Type of Error: User Action Required Description: The request cannot be completed because the site is no longer supported for data updates. Possible workaround: Please deactivate or remove the account. Suggested Action: The site will no longer be supported by Zoho Books and should be removed. Does that mean it's no longer supported? Thanks!
Is a record ID in Zoho Books always numeric?
Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing
Recording the deducted TDS on advance received from Customer (Zoho Books India)
Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted
Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
Zoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
Zoho books not accepting valid state code via api
Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
discount on total amount
i want to add discount on total value of my purchase order instead of applying line by line.my customer will not accept the discount on line by line.
payment voucher, receipt printing feature
Why dont ZOHO add the voucher printing feature in zoho book with authorised signatory and receiver's signature
Inventory asset or cost of goods sold ?
We can only choose inventory asset for items but lots of bills for items are posted with cost of goods sold - is this all balanced correctly or should it be entered differently ?
Stock reservation in zoho for upcoming delivery
Hi, Is there any option available in zoho for reserve item for a upcoming delivery. So that we can avoid the item should duplicated on another order. Means needs to deduct the item from zoho before making invoice.
Banking: Transfer from another account without base currency
Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR
How to search records in integration task in creator?
How to search using integration task in creator searchString = {"zcrm_account_id:4050082000001001499"}; contactData = zoho.books.getRecords("Contacts","xxxxxx",searchString); I get an error that third argument needs to be string, I tried to convert it
Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Can't sign in to Zoho using Google account
Just checking if anyone else has an issue signing into Zoho with a Google account at the moment? (Have tried Zoho Books in the app on mobile and Chrome and Firefox on Windows 10 - doesn't work for the forums either). Error message appears as attache
WIP reporting tricks?
As a small job shop we export invoices a lot, primarily to create build reports information for the shop. We either create different views of the data via Reports or in a spreadsheet. I live by the ability to limit the export by date and create the export templates. But we need to get down to the WIP- Work in progress which involves filtering. It appears I can use the "Approve" function but it has some mis-steps . To review the stati: Draft, Pending Approval, Approved, Sent Paid, Overdue, Void, Partially
Payroll Chart of Accounts Config for Dummies
USA What should my COA look like for one employee, paid via a service (Gusto), no benefits. I pay her wage, associated taxes, and the Gusto monthly fee. I'd like to know the COA account type, any sub accounts, what goes where, any payment splits, etc.
Changing VAT start date
Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
Sales receipt drop down
Is the option for Sales receipt only in a paid subscription? If it is which subscription, if it is not how do I get it up on my drop down sales tab.
Progressive Discounts
We need to be able to apply more than one discount after the sub total. How would we go about doing that in zoho books and zoho inventory?
How to select alternate invoice email notification template
When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification settings, but I can't figure out how to attach that template to a specific invoice.
Mass Change Start Date in Recurring Invoice
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be
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