Depositing funds to account
Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
Restricted fund accounting
Hello. I am in the process of testing Zoho Books for my nonprofit organization. I need to be able to manage restricted grant funds, and in particular the release of funds from restrictions as they are used for grant purposes. (That is, expenses charged
ACH For Retainer Invoices
I have ACH setup through Stripe and Plaid, working fine for regular invoices, however Zoho Books is not providing the option to my customers to pay retainer invoices via ACH. I am also not able to charge the customer with a setup bank account account
Zoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYY
Data locking mechanism not foolproof
I discovered a critical systemic problem with Zoho Books, confirmed by Zoho developers, which has not been made public and needs to be addressed immediately. At the very least, a warning should be issued. The locking mechanism for data does not work in
DATEV export content changed!
Hi there forum people, I have to urgently ask for your assistance: The content of the DATEV-export-file that is generated via Books has changed. Specifically the csv file that usually contains our customer-invoices and the credit notes: It now only contains
Accounts Payable and receivable
I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?
Can I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.
Books custom HTML template variable issue.
Ok I have a little issue and I think I need the help of an expert. I have also opened a support ticket but while I wait to see if they can find the issue maybe a Books expert has an idea for me. So we are based in Quebec and here we have customers who
I factored my invoice - how do I record their fee deduction?
Hi I work with 2 factoring companies. Company A deducts 2% off my invoice before sending me the remaining balance and they do send me an invoice to show the 2%. Company B deducts 10% off my invoice before sending me the remaining balance and they do not
Sandbox for Z Books
Z Books is an essential piece for companies. We have now the possibility to have: Custom Functions Custom Buttons Webhooks I would think that you would go ahead with Custom Modules. By doing so, I would like a Sandbox for Z Books in order to test the
Zoho Books not using Stripe integration on invoices
I've had Stripe integrated with Zoho Books and the option for Stripe to take credit cards and ACH, but when I check the box when sending an invoice to include Stripe, it isn't showing up when customers receive the invoice. Wondering how to get Stripe
Combine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting and
Invoice template with sales tax totals
Hi everyone, I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
Annual Price Lists
Hi, I am trying to determine the best way to manage annual price increases. We have a standard list of products (items), am I best to set up a new item for each year i.e License A for 2022 License A for 2023 License A for 2024 and so on or am I best to
Opening Balance
Help, please! I'm reviewing my P&L and my expenses are not accurately shown so I clicked into each line item and I see an opening balance that's being credited toward my expenses. How can I correct this so I can have accurate expense totals?
Impuestos en Facturas de Proveedores
Buenos días. Hay alguna forma de poder manipular el valor del Impuesto. en el posteo de una Facturas en COMPRAS, Esto porque en mi caso . tengo varias compras a proveedores que vienen productos o Servicios mixtos con y sin Impuestos. ( entre exentas e
Rounding problems on Zoho Books
Hello, I am currently working with ZohoBooks API, and I have some problems, when I try to add a bill. The total including tax is not equal to what I would like to have. I have an amount at 577.09 excluding tax and tax at 20%. I should get 692.50 in total
Tax Deducted at Source is to be booked when the invoice is booked.
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the following month but as per zoho books we can book TDS receivable only at the time
Excess money received from a one time customer
One of my customers paid me 5 Rs excess than the invoice value. It is a one time customer and never going to comeback for this 5 Rs. I have already allocated the credit to the customer, but the 5 Rs showing as excess always. I want to remove this 5 Rs
Branches - set default for Customers and Vendors
Hello, Is it, or will it be, possible to set a default branch for each customer and vendor? At the moment invoices which are autocreated (eg Square invoices from the payment integration) will be assigned to the default branch, which in this case is not
IFRS
dear, I want to know whether the reports meet the IFRS and whether there is work for the purpose of creating an option in IFRS lik export data. http://public.sheet.zoho.com/public/uktaxandaccounts.com/ifrs-for-sme-s-financial-statements-template zé
Zoho Books Projects Report
Good morning. My boss wants me to create a report on Zoho Books regarding the projects; he wants to be able to filter the projects by unbilled amount, then see all of the projects and their unbilled amount. Exp. Project 1 Unbilled Amount Billed Amount
Filters Not Working Correctly With Branches
Hello, since I have different branches each with their own expenses, when reconciling transactions in the bank feeds I made sure to select the correct branch and create a filter to automatically recognize future transactions automatic allocation. The
Company Multiple Branch/ Location Accounting
Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737
Convert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all details
Error Code 3004: message The Customer field can neither be blank nor be incorrect. Please enter a correct customer
Hello everyone, I am i am trying to use the zoho api to make payment via ttps://books.zoho.com/api/v3/customerpayments? I passed all the parameters needed but i was getting error code: 3004 message "The Customer field can neither be blank nor be incorrect. Please enter a correct customer" Thanks you
Banking feeds not working properly since January 2022
We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. So for example, there was a 24.99 USD charge on a card, which got exchanged for
Need complete sample Deluge code to add attachment to an invoice,
Here's the example (?) from the Zoho api documentation. It's unhelpful. Please, the remainder of the code. Thank you. headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
invoice number should only increment when going from draft to open status
avoid issues such as: * you make 5 draft invoices * the last invoice is converted to open and sent to customer * the other 4 drafts are deleted -> tax authorities will notice 4 invoice numbers missing.. why? -> difficult discussion
What's New in Zoho Books - May 2023
Hello users, We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books: Customize Payment Number Zoho Books now allows you to customize payment numbers manually in
Product Categories and Discounts
I'm a new test user with Zoho and am a bit shocked at how bad the quoting module is. You need to provide an easy way for a sales person making quotes for customers to be able to set discounts in multiple ways within the quoting system. I think most companies
Customer Portal - Custom Tab Add - URL not recognized
Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new sales
How to correct currency errors when performing internal transfers between different currency accounts
When transferring large amounts between internal company accounts using different currencies it appears impossible to correct the actual amount posted in to the target bank account - there are not enough decimal places for the currency transfer conversion
Item cost price - How to accomodate changing cost prices
I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some
List of Placeholders available for email Templates
Is there a document or help file that shows ALL available Placeholders that can be used in the email templates? We have found that there are additional Placeholders that can be used in templates that are not listed in the Placeholders list. For example
Retail Invoice vs Sales Receipts
How do these features differ and which one is best for Point of Sale transactions where we don't need to create a customer and record the payment?
Where is "Total Outstanding Receivables" / payment summary display ?
Hi, I read in the BOOKS FAQ "If you want to view your total outstanding receivables: Go to Sales > Invoices. A tiny dashboard at the top will display your Total Outstanding Receivables." But in my books of my 2nd zoho one instance I cant find the payment
Currency Exchange rates for Items
We have a very specific need with respect to currencies. I'll try to explain it as below 1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in
Unable to deregister VAT
Hi All, My business turnover is below GBP 80,000 and HMRC approved my cancellation for the VAT. However, I am not able to cancel the VAT mapping in the Zoho book. As I should not display it in my company's official document if my company does not have
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