Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Multiple locations but one parent company
I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.
ABA Files payment description
Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.
TDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?
Running Balance in Account Statement.
Running balance should come by default in the accounting statements but in ZOHO we need to customize every time to get the running balance in accounting statement. I did not understand, when the bank account statement opened from Bank Menu can show the
Haven't used banking function for years and now want to reconcile and clean up my account
I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use that
Zoho Books | Product updates | June 2025
Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators
Applying Price List to All Customers
I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price
What's wrong with this deluge code to create a Bill?
I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");
2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view
While i love timekeeping I am finding some things slow me down. Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view. It is somewhat painful to have to
Getting error "invalid warehouse_id" when trying to update any transaction in Zoho books
I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
Function #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's
Custom View and Custom Fields
Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what
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.
Recuring bills payments
I've entered recuring bills that are auto drafted from my account monthly. Can I set up the recuring payment or do I continue to manually do it monthly?
Imap Support?
Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problem
Multi-Department Approval for a Single Bill in Zoho Books
Hello everyone, Hope you're all doing well. I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books: Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects or
Zoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price
Expose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get the
Unbilled Items Report?
Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben
Handling Deposits to Vendors and how to book this
Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After using
Copy Templetes from one module to another in Zoho Books.
Hello, I have created a Custom Module in Books for GST Invoice. I can see only 1 Invoice Templete over there. Can we clone or copy Invoices Templetes from Sales Module of Books into Customer Module.
Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less
采购里出现付款通知 的错误
采购里面出现付款通知错误,怎么调整,我找不到路径,好像是ZOHO 自动生成的,请问怎么调整
Conditional display of fields in Zoho Books Custom modules based on another field
We're currently working with a Custom Module in Zoho Books and have a question about improving data entry efficiency and user experience. Our module includes a "Client Type" dropdown field, which determines the type of information to be collected. Each
Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account
Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments. Currently reconciling the undeposited funds account is a fairly tedious process for us. Since the deposits and payments are just thrown into a "bucket"
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
Zoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're
How do I associate an expense to multiple projects?
How do I associate itemized expenses to multiple projects, like assigning each line to the respective project
Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
Daily-rate for projects
I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.
Fixed asset management
I want to know if there is any individual module for fixed assets management
Set Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very
Zoho Books Webhook in Custom Module doesn't work
I have a custom module "Purchase Request" in Zoho Books in which we're trying to convert status of the PRs to Draft and Pending Approval. We've explored different applications and custom functions but found that the status is not "writable". However,
Zoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!
Record payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=
Next Page