Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business
Branch GSTIN-wise Data View and Edit Permission or Restriction for Users
Is Branch GSTIN-wise Data View and Edit Permission or Restriction for Users possible in ZOHO Books.
Custom design invoice template as per our own design
Hello Guys, is there any way that we can get a invoice template design as per our design and need without using the template already available in zoho book. Any suggestion would be helpful. Thank you
ongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do call
Report Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, Allison
how to add freight charges in sales invoice under item line
how to add freight charges in sales invoice under item line
Is there an API to export Purchase Order as PDF?
Is there an API to export Purchase Order as PDF? I'm happy to be an alpha or beta test of this API.
Re-occuring billing issue
My set up: Re-occurring bill set up to account for any credit in the new bill. Zoho issues an email with the please pay with the entire amount, the attache invoice is correct a lesser amount and my customer thinks to hit pay now the amount due there is
Function #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers
Account Transactions
The default heading for account transactions is as follows: Date Account Transaction Details Transaction Type Transaction Reference Number Debit Credit Amount The "Amount" column is redundant and repetitive. All you are doing is repeating the information
Zoho books and zapier causes Invalid data provided
I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The
Is it actually doable to remove the Expense module and just use the Bills one for all instead?
Expense module is lacking a lot of features that unfortunately are needed under my country regulations. I am thinking about just removing it and using the Bills one instead? Will I be missing something big or can it be perfectly managed? For example I
My Approvals Dashboard (ZOHO Books)
Dear ZOHO team, First of all, job well done to develop such an intuitive tool as ZOHO books (and ZOHO expenses). Also your support desk and chat are great, as we get to chat with a real person within a minute (not a bot)! I have a question to add a feature
How to see which invoice is using a specific Invoice Template in Zoho Book
I'm trying to clean up our rarely used Invoice Templates. To do this I have to remove them as a selection from all invoices (otherwise you will get an error " template is in use" My question: How do I find out which invoice uses the Invoice Template in
Pricelist on Zoho Books Composite Items
Hi there, I am facing a problem and need advice from someone who knows the best way to deal pricelist on composite items. We use Zoho books for Solar company and have plenty of items and some composite items (solar panels, batteries, e.t.c) On the items
What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using Tax
Chase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of Books
An item is not shown unless it is searched by the first word of its name
An item is not shown unless it is searched by the first word of its name. For example say there are 5 packets of "Pedigree 1kg Adult Chicken and Rice" in inventory. But if I type "1kg" or "Adult" or "Chicken" or "Rice" in the search, no item is show
Associate expenses of an employee
Hi, This question is for Zoho books team. We give advance amounts to employees and they spend the amount and submit the invoices for the amount. When they submit the invoices, we wish to add the expense to the respective "expense account (HR expense,
Customer Specific 'Terms and Conditions' and 'Customer Notes' to Invoices and Estimates
I have clients for whom I need different 'Terms and Conditions' and 'Customer Notes' to appear on the Invoice and Estimates. Right now I am having to keep these in a notepad document and paste them in for each invoice and estimate that needs a change.
Accounting on the Go Series-3: Effortless Accounting with iOS Lock Screen Widgets and Live Activity tracker
Welcome back to the “Accounting On-the-Go” series. In our previous discussions, we explored how Home screen widgets can empower you with assistive accounting dashboards, putting all essential tools at your fingertips. Now, we're excited to introduce Lock
Automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS
when I select all the orders and set them to 'Sammelbox' createtetd status, it should automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS. A reminder should be sent via Messenger and email after 2 days. 6. When an order
Any way to "Pay with Check" or "Refund with Check" for Credit Notes?
When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
Why does the Client and Vendors modules do not have Validation Rules?
I understand that validation rules are pretty important for companies which want to be certain operations are conducted in a proper way. It is a great addition to Zoho finance apps. But I just can not understand why this option is offered in some modules
Sale Order 2 Printer
When I make new Sale Order and when I add a product and click the 'Speichern als Entwurf' button, it should perform two functions: a. It should print the customer's name and date on one printer. b. On a second printer, it should print labels with the
Automatically Shipment Costs &MORE..
1. When I enter the customer's name, if they are not registered, it should display an alert that the customer is not registered. 2. If I find the customer when I select them, it should check if they have any other orders for the current week. If they
YTD Profit & Loss by month
I have always used a YTD profit and loss with a column for each month and a YTD total at the end. I am struggling with not having this. Is there any way to do this that I am missing? If not I would really like to submit this an a request.
How to get all user data list from Zoho Books
I am facing issue to get Zoho Books user list in deluge, there is no direct get record method in zoho books for "User" module (just a thought). However, i have tried it using the below script, the script worked but it is only showing current user even
Product Images on PDFs
Please allow for product images to be shown/hidden on some PDFs and not all PDFs. For example: Show product images on Estimates and Sales Orders, but not on Invoices. Thank You
Adding income without invoicing
I want to add income items to my account but it won't show in the Dashboard as there is no invoice assigned to it. The income I want to add never had an invoice issued as it was ticket sales to my events. I want to add this income so that it shows on
How to write code for another payment link button in Books?
Hello-- What code do I need to add to the email template for these buttons to be in-line with each other? Preferably left and right, the entire line centered within the shaded box. Thank you.
Guide on how to hide data based on values in HTML templates.
I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide=" "] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> If
Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees
Using Coldfusion to fetch Zoho data
Hi Community, has anyone used Coldfusion to fetch Zohobooks data. this could be by chttp or using javascript in Coldfusion. I have tired with this code <cfhttp result="result" method="Get" url="https://www.zohoapis.eu/books/v3/salesorders?organization_id=xxxxxxxxxxxx"
Merging Books customer, what about their CRM accounts?
Hi, I've noticed that I have multiple customer that are in fact the same. They can be merged in Books. But they are synchronized with CRM Accounts and contacts. What happens to the CRM Accounts, when I merge Books customers ? Example: Books customers
Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Custom function fails because of "maximum number of requests per minute"
Hi, I have a simple workflow - when a new SO is created, a simple custom function copies a value from the customer's custom field (let's call it DEP) to the SO's custom field. Recently, a person doing purchasing noticed that some SOs don't have DEP even
Graphic Reports (Charts)
It would be really nice to have a graphic report section within Books where I can see charts and diagrams for previous fiscal years and custom periods. The dashboard does a nice job for the current and past year, but the feature is missing for previous years. I used to be a user of Quickbooks Online and they do a really nice job on this feature. So I hope you guys can forward this request to your developers and I hopes I to see this feature in a future release. Thank you
square up and Zoho books
Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax
Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
Next Page

Tout forum

France ZUGs

Announcements
Function #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers
What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using Tax
Accounting on the Go Series-3: Effortless Accounting with iOS Lock Screen Widgets and Live Activity tracker
Welcome back to the “Accounting On-the-Go” series. In our previous discussions, we explored how Home screen widgets can empower you with assistive accounting dashboards, putting all essential tools at your fingertips. Now, we're excited to introduce Lock
Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balance

Most Discussed Topics
What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using Tax
Pricelist on Zoho Books Composite Items
Hi there, I am facing a problem and need advice from someone who knows the best way to deal pricelist on composite items. We use Zoho books for Solar company and have plenty of items and some composite items (solar panels, batteries, e.t.c) On the items
Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?
I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems
Is there an API to export Purchase Order as PDF?
Is there an API to export Purchase Order as PDF? I'm happy to be an alpha or beta test of this API.
Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would