Programatically export entire datasets
Hey, I have been thinking on what would be the best approach to export an entire dataset out of Zoho Books. From what I've gathered, I can either: Manually export it through the admin panel. Is there a way to automate this? Manually backup all the data.Sales Order Related Lists
Is there a way to make a related list in a sales order that displays the customers open retainer invoices? We usually take deposit on items when ordered, and need a way when a sales order is ready to process that we can cross check if the customer hasWorkflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885Pay Retainer Invoice with ACH
is there any way for my clients to pay retainer invoices via ACH? This is becoming a problem for us. Currently, we can only figure out how to use it with Paypal and credit cards. We really need ACH payments on retainers. We use stripe and forte.Recording investment in another company
Hello, My organization will invest some fund in another company (the fund will consider as an investment not loan) however after a while the invested amount will incur income, so how do I manage the followings: - Recording the outgoing amount (the investedChase 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 BooksVENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then updateBug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bitCategorizing bank transactions to a liability account
We use accrual based accounting. I need to be able to apply a bank withdrawal to the accrued payroll liability account ie. Credit Bank Account, Debit Payroll Liability. Is there a way to add that liability to the category dropdown in the "categorizeWhere 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 businessAdding Contacts to Vendors
It appears as though Zoho Books does not import vendor contacts from Zoho CRM, correct? And that therefore they have to be reentered in Zoho Books. Is there any simply method to copy a contact to a vendor from within Books? Or do they all have to be enteredZoho Books - Support for payment gateway indonesia
would love to see integration using payment gateway from https://veritrans.co.id/ one integration would open up your software to a massive market + make me happy as I'm already using zoho books :-)Send sales order pdf as attachment in deluge
I have tried the various deluge docs examples but none seem to work, obviously using salesorder attributes. Help please ;-) record_id = invoice_details[ID!= 0].ID; sendmail [ from: zoho.adminuserid to: input.customer_email subject: "NewTransaktionen zuordnen - Kunde in Zahlungsrückerstattung anzeigen
Auf dem Bankkonto werden Transaktionen zugeordnet. Bei Kundenzahlung wird in der Übereinstimmung der Kunde angegeben. Bei einer Zahlungsrückerstattung fehlt diese Angabe. Verbesserungsvorschlag: Bei dem Zuordnen von Transaktionen bei einer ZahlungsrückerstattungWhat's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.Designate Bank Account as Clearing Account
It would be nice if, in the Banking section, users were allowed to designate a bank account as a clearing account. We have several e-commerce sites, each with several payment options. I currently have 12 clearing accounts, all set up as bank accounts.Is Zoho Books still supported, or is it a dead product?
Just asking, because it's next to impossible get any any technical support for Zoho Books. We opened a support ticket a few days ago, but have no email confirmation, nor any reply for Zoho. It's about getting '1048' error codes with the message: 'Sorry,Braintree Gateway "Auto" Charge
It's super annoying that I can't manually charge a customer's credit card using Braintree, even though there is supposedly an integration. Why is the mis-named "auto" charge functionality (which also applies to manually-applied payments, apparently) limitedZoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns for as per images below. These are just using system defined fields but the abilitySelect the associated bill number or bill type in Vendor Credit (Debit Note rather)
I am trying to create Vendor Credit Note, which is nothing but Debit note in standard terms, it is showing me error of "Select the associated bill number or bill type.", there is no option to specify bills associated. Can some one help on this? Here isCustomer Advance Zoho Book API
All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?First Citizen Bank Bank Integration issue
We have Zoho Books USA Premium Version, facing issue in First Citizen Bank Integration (Bank Feeds fetching) We have Open ticket with Zoho books team , Ticket no is 76522012, we are chasing since May 22 , lots of back-and-forth Email, screenshots,Export documentation using Zoho books
We are creating the Invoice from Zoho Books. For export documentation we need to create PACKING LIST from Zoho. How we create the packing list from Zoho books. Any possibility to customise packing slip / delivery challan.. Please help.Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'dgetRecords() error message
Here's my code: void books.Search_Contact() { organization_id = "666666666"; searchParam = {"contact_name":"Joe"}; response = zoho.books.getRecords("contacts", "666666666", searchParam, "books_all"); info response; } Here is offiical Zoho documentation:How to generate invoices from recurring invoices in bulk
We have 300 recurring invoices each month. We generate them on a different day each month. I understand how to generate one invoice at a time from a recurring invoice. Is there a way to generate an invoice from all 300 recurring invoices at the same time?bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want to add this additional 10 dollars as an line item in Bill. Is there a proper way to do this in Zoho Books? Thank youInvoice a client in multiple currencies
I have a few clients who I bill on multiple currencies depending on the type of products I am selling them. Currently, with Zoho invoice, a contact can be of only one currency code, so for those few clients I had to create multiple clients (one for eachZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."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,Anzurechnender Betrag bei Guthaben vorschlagen / vorgeben
Auf dem Bankkonto geht eine Zahlung vom Kunden ein. Diese Einzahlung wird auf dem Kundenkonto als Guthaben gebucht. Nun wird die Rechnung erstellt und das vorhandene Guthaben soll in der Rechnung zur Anwendung kommen. Derzeit geht Zoho Books so vor, dassBerichtstag: Sortierung in Berichten nach Datensatzanlage
Wir verwenden Berichtstags in Books und haben nun in unserer Liste neue Berichtstags hinzugefügt. Um in den Berichtstags die Sortierung zu ordnen, wurden die Berichtstags mit Nummern zu Beginn versehen (01 ..., 02 ..., usw.) In der Liste der BerichtstagsLate Fees in Zoho Books
How do I apply late fees to invoices in Zoho Books? I used to do this in Zoho Invoice by using a drop-down box to choose the late fee to associate with the terms on my invoice. In Books I cannot find a way to do the same thing. I have successfully migratedHow do i upload an image in PO as a document using Python
Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows: # # # Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\UrbanProblem with profit and loss statement (wrong calculation)
Hi, I have attached a screenshot of my profit and loss statement. (checked year to date option also) This month statement it showing perfectly . but Year to date column is adding Sales + cost of goods sold =gross profit .... instead of Sales - cost of goods sold =gross profit Am i doing anything wrong?Showing Direct Debit Schedule in an Invoice
I'm looking for ways to display or send a direct debit schedule of dates and payments with VAT within an invoice, I've tried custom fields but don't seem to be able to find a way to make this appear within the invoice template - when I select Multi lineCanadian Edition : What is the best process to manage QST installments and see them on Line 210 of the annual QST Tax report
Hi everyone, Zoho Books added the GST/HST installment functionality a couple of years ago but it is not available for the QST. I've looked around and found old incomplete answers on this subject and I would like to ask if someone can write the full processWhat's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and BahrainCannot connect PNC Bank (persistent error 429)
I am test driving Zoho Books and up until now was optimistic about this service. I have spent all day yesterday and trying again today to setup PNC bank (my operating account) to sync with Zoho Books BUT I keep getting error 429. I have tried settingTransactions manquantes Zoho Books
Bonjour, Dans la section Banque de Zoho Books, il manque toutes les transactions entre le 17 août et le 26 août. Nous ne pouvons fermer notre mois à cause de cela. J'ai actualisé les flux et j'ai mis à jour les identifiants. Les transactions manquantesNext Page
Announcements
What's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.What's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and BahrainZoho Books: Product Updates - July 2022
Hey Customers, The primary focus of Zoho Books has been to release new features and enhancements that'll help improve your accounting experience. This time around, in addition to releasing new features, we've also worked with Yodlee, our banking feedsWhat's New this May 2020 in Zoho Books.
Hello Users! The COVID-19 pandemic has affected every aspect of life and has made it a challenge for many to run their businesses smoothly. To help such businesses in need, we came up with a few relief initiatives. At Zoho, as many of you already know, we are working Working remotely to ensure that our employees are safe and to provide you with uninterrupted service. We have been working constantly to enhance our product and to give you the best accounting experience. Here are the most importantWhat's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive in
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Can Zoho Books function or workflow initiate instant sync with Zoho CRM?
I need to initiate in Zoho Books and instant sync with Zoho CRM by custom function or workflow, please help.How to generate invoices from recurring invoices in bulk
We have 300 recurring invoices each month. We generate them on a different day each month. I understand how to generate one invoice at a time from a recurring invoice. Is there a way to generate an invoice from all 300 recurring invoices at the same time?ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."Bug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bitAPI calls work fine in Postman, but I get a security error when running the same call in my Zet CLI widget
As the title suggests, I can successfully use API calls through Postman, but when I try to use my local widget (running locally with zet cli - I copied the javaScript Fetch code snippet from Postman and inserted it into my extension.js file in the widget)
Sticky Posts
Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated on everyZoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integrationWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda : https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
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