Match deposits with multiple invoice payments
I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?Track Partially Raised PO from Sales Orders
If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track theBudget roll up
If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travelis it possible to get job wise (invoice) profit?
HI Team Greetings i need a Help.. recently i migrated zoho books to my clients. previously we use quickbooks . Then when ever we need we can get the reports job wise or invoice wise profit margin ( invoice-COGS-Expenses)in QB.is there anyway to getNot able to see "RETAINER INVOICE" in my tab or in General Setting
As you can see in the attached screen, i am not able to see retainer invoice option in my main/home screen or even get option to check or uncheck in general setting can anyone please help, if they have encountered such issueFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimatesCreate vendor via API
The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, VinodForeign currencies behaviour
Ladies and Gentlemen, It's really good to hear that you are developing your product, which I like a lot, but honestly, I'm sure you have much simpler issues to deal with. Foreign currencies operations have a HUGE lack in your product. Transferring fromCalculations in item custom field
Dear Sirs, Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,Forex Bank Refund Entry
Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paidPayment Gateway
Hi, Im having an issue with the payment gateway, Im unable to edit/delete the details on paytabs as it mentioned it has peding transactions, although I have deleted all payment links created. See below screenshotZoho books balance vs. bank balance
I don't know why Zoho keeps changing the Books interface. I used to see Zoho Account Balance and Bank Balance for the auto-feeds. Now they are gone??? this has happened a couple of times in the past . Please bring it back.Zoho Books API down
We've been using the zoho books api for the last few weeks to pull open invoices, and the code has stopped working suddenly. When making the same API call as always, we're getting a 400 error.Challange in Zoho Books Integration Task - Create Record
I am creating Customer record in Zoho books, through Workflow\Custom Functions in Zoho book. The input values are picked from custom module "cm_student_id" during edit and save events. The Customer record is getting successfully created, however onlyIssue with "invoice_url" Field Showing Draft or Void Status
We are using the Books API feature, and we are experiencing an issue with some invoices. When we use the "invoice_url" field to access an invoice link, we receive the error message: "Invoice that you are trying to access is in draft or void status." ThisZoho Books - uploading company logo squashed
I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and pngIssue with Pushing Invoices to Fatoora Portal in ZOHO
Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,INVOICE NOT RECEIVED
I NEED INVOICE FOR PAYMENT FOR ZOHO SUBSCRIPTION URGENTLYENBD Business Bank Integration
Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Josereports
i want to see branch wise sales report accordingly how to customize it can you please give me a demo accordinglyRecurring Split Expenses
Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individualHow to deduct expenses from a payment
I am trying to take a gross invoice payment in Zoho Books, deduct some expenses from it, and get to the net amount in one transaction. I can do it as multiple transactions but that won't match my bank account entry. Any help is greatly appreciated!How to have sub heads in Salary account
Hi How can i have sub heads under salary account, we tried but it is not allowing us to create sub heads Thanks AlkaBase Currency Adjustment - Mark Transaction as Something Other than Unreconciled
Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makesHow to generate separate statements for each branch of a customer with multiple branches.
We have a single client who has 5 branches. We need to submit the Quotes, Invoice, and statement for each branch individually. How can I do that? For now, I have created 1 Customer with multiple addresses for sending the quotes, But We are not able toZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesAny way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM
When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to AssociateInvolved Account Types Not Applicable
I am getting an error while trying to record a bill. I use zoho for multiple companies and this is the first time and error of this instance has occurred. Any assistance would appreciated.API in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.How to record income tax refund?
I am not clear on how to record income tax refund in Zoho Books. It is not really taxable income, so how to I record it correctly?Is it possible to create a quote for a prospect WITHOUT an associated Account?
Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any"Project" function within Zoho Books vs Zoho Projects
Hello, I have a small consulting business and recently subscribed to Zoho Books. I require some level of project management for my business. I am wondering if the "Project" functionality in Zoho Books would be sufficient for a small business, or if IDelivery method
I don't see this returned in SO's details returned in the api so I created a custom field to be updated using %SO_DeliveryMethod%, (which works in templates) but this doesn't work though in the field update. Is this the wrong variable to use / is thereAssociate 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,Can't sign into any of the Zoho apps on MacBook...
I click "sign in" and it either does absolutely nothing, or it opens OneAuth and then just sits there. Can't even begin to use them 'cause I can't even login; Vault, Books, CreatorHow to hide tax Rate in the Sales invoice print-out
Hello everyone, Can I get an enlightment for my issue that relate to the tax rate in the Sales invoice print-out?Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regularRecurring invoices inside customer portal
When having a recurring invoice setup it should show up in the Invoices tab as a separate sub-tab as "Upcoming invoices" so the customer can see the upcoming charges (even better to have this feature as an option inside the admin settings). If possibleListing Unviewed Invoices
Zoho provides a standard view for "Customer Viewed" invoices. What would be more useful would be the opposite: "Customer Unviewed" Invoices, because those are the ones likely to need follow up (invoice went to spam folder, etc). There is a field, "CustomerWorkflow rule not triggering on field update through API
We have a workflow rule that should trigger when a project's custom Boolean field is marked as true. If this field is marked true manually by a user, the workflow triggers as expected. We have a Zoho Books function that updates this field on a certainNext 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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