Zoho Books: How to trigger workflow in Deluge script
💡 How to Force Execute Workflow in Zoho Books Using Deluge Hello Team, If you're looking to forcefully execute a custom function or workflow in Zoho Books, you can do so by using the special header node X-ZOHO-Execute-CustomFunction in your API call.Zoho items price not fetch in shopify store
why not fetching pricing with shopify storeAdding number of days to an estimate.
I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks JZoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!
The 2,500 API call limit in Zoho Books is about as useful as AOL dialup. Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wantsZoho Books API endpoint to fetch contact custom fields
Hello I am trying to sync my custom fields of woocommerce checkout with the custom fields of contacts/customers in Zoho books via API I need the api endpoint to fetch all custom fields from Zoho books, how can i achieve the same? Thanks PuneetImporting old Invoices into Zoho Books - Hitting the limit
I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generatingVAT return period question plus pre-registration expenses
Hello! I'm new to Zoho and I am trying to generate a VAT return that covers the period 11 November 2021 (my VAT registration date) to 28 February 2022. I know I'm slightly late with this but I'm struggling, because Zoho wants to produce a return onlyZoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting softwareRecurring Automated Reminders
Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder featureClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionAny way to download or export all attachments regarding a Vendor? (including payments)
Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them). I need to be able to export all these files everyRevert to Default Email Templates
Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. RachaelCan't remove PayPal as a payment option
I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the linkTax Payable with Etsy Sales Tax
I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. HowFunction 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are takingZohoBooks: Information feed from MS-DB / SQLServer
Hello everyone, Good day. Did anyone manage to connect Zoho Books with MS-DB / SQLServer? Appreciate if you can share your process. Thank you.Demande d'informations sur l'API Zoho Books pour partager un appareil
Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}How do I group billable expenses onto one line item of an invoice?
I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expensesInventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item isAccess invoice custom modules data from API
Hi, I am using $url = "https://www.zohoapis.eu/invoice/v3/invoices"; $opts = ["http" => [method" => "GET",header" => [ "Authorization: Zoho-oauthtoken $accessToken", "X-com-zoho-invoice-organizationid: $orgId" ] ] ]; From my app to retrieve the invoices,Linking Purchase Orders to Task budgets
Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is notImport of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain
Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in properZOHO NEEDS TO CREATE AN OPTION TO PASS CREDIT NOTE AGAINST SALES RECEIPT
Zoho needs to find a way to pass credit note on sales receiptS. Creating a dummy invoice is causing major issues in tallying our sales figures and compliance with tax authorities.My system is tied to tax agencies and trying these options causes majorINTERGRATION OF ZOHO BOOKS PREMIUM PLAN AND ZOHO INVENTORY STANDARD PLAN
Hello. I was using Zoho Books premium plan with 3 branches and has been working well until I purchased Zoho Inventory Standard plan. Now my 3rd branch location has been deactivate din Zoho Premium. how can I solve this please since I use all the locationshow to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order numberCustom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");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 stateHow do I categorize my Sales Tax payments on bank statements
I have uploaded my bank statement and I am trying to manually categorize my sales tax payments and I am not able to use a liability account - using the standard account for Sales Tax / Tax Payable. What am I doing wrong?Understanding "Deposit from Other Accounts" vs. "Sales Without Invoices"
Hello, Zoho team! I am a new Zoho Books user trying to correctly input some historical financial data. I'm hoping you can help me understand best practices for when to use "Deposit from Other Accounts" vs. "Sales Without Invoices." I'm an author who receivesZoho Books Product Road Map
I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.Help with Zoho Books Deluge code error
I have this deluge code im writing for Zoho Books button, it throws an error: Check and update the code in line 12 as there is a Exception : Error at line :14 Improper Statement Error might be due to missing ';' at end of the line or incomplete expressionProblem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers
I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, insteadWorkflow Based on Manual Journal
Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automationAssistance needed in transition if firm is converting into company
Hello! Our sole proprietor firm is converting into private limited company. I would like to know what needed to be done in zoho books for such case. what are steps that needed to be perform for transition process in our zoho books organization profiPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Debit opening balances of vendors
Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paidBulk payment of bills from multiple vendors
Is there a way to pay multiple vendors bills in one transaction? It appears that you have to deal with each one as a seperate transaction. Is there a way to export the transactions to the bank using an ABA file?Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)
Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leavesReporting tag as mandatory
Why we can't set it as mandatory once we need to input it to get the budget affect?Petty cash discrepancy
How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.Next Page
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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'sZoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. IntegrateFunction #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitFunction 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
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Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Search in module lists has detiorated
Every module has a problem with the search function :-/How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Reverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
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[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 ZohoZoho 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[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February[WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)
Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,
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