Zoho Finance Workshop 2025 is Happening Now! 🎉
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeManaging credit cards
Hi, I'm hoping someone on this forum can help me out managing credit card accounts. Transaction are entered as expenses using the credit card account and, as expected, the card balance shows as a negative since this is clearly money I owe them. Once I make a payment, of the full amount owed, I woudl expect the balance to become zero. It doesn't, the negative balance just keeps on increasing even though the payment is reflected correctly in my main operating account. No-one at Zoho seems to understandCustomize Layout
I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?Sales tax liability
I am not seeing the tab for sales tax liability under reports. Please helpطلب دمج واجهة برمجة التطبيقات بين تطبيق القسيمة وبرنامج المحاسبة
:أعمل حاليًا على تطبيق قسيمة العملاء وأود دمجه مع برنامج المحاسبة الخاص بك لتحقيق ما يلي بعد إكمال أي معاملة بيع من خلال برنامج المحاسبة الخاص بك، أود أن يرسل النظام بيانات العميل والطلب إلى تطبيق القسيمة الخاص بي عبر واجهة برمجة التطبيقات. تتضمن البياناتMrs
I have paid for a year subscription. I cannot set up my account I need helpAPI issue: list invoices endpoint no longer returns custom fields
Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,VAT Payment South Africa
Hi I am currently using a single VAT account to record all input and output VAT. I make bi-monthly payments on this account and cannot find the correct way to process them as to reduce my VAT liability. Can you please advise on what the correct procedure would be as I have currently been using a manual journal which doesn't seem correct. Thank youDefault Payment. Terms on Imported Invoices
I am importing invoices using data from our production software. I do not import payment terms. I noticed that when the invoice is created, it does not use the default Payment Terms defined in the Customer record. It creates the invoice with "Due uponBackup and Restore option Finance Plus
Is there option to backup the zoho books and import in another login,as we have purchased Finance plus package and planning to move to the Zoho books Premium package? Is it possible for this transition?Bug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make anyUnearned Revenue
Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i enteredCash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our BasicImpossible to categorize a vendor payment with an invoice getting the message: "The total amount does not match with that of the uncategorized transaction."
This message does not make sense to me and I'm stuck with all my bank transactions. Anyone has faced the same issue?How to Apply retainers automatically to scheduled regular invoices when sent
I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice toExpense and Income general ledger accounts not showing as options
Expense and Income general ledger accounts not showing as options when I enter a check for payment or check of deposit. How can I enter checks and assign to the correct GL accounts?Add discount column to zoho books quotes
I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount columnCredit Card Terminal for Zoho Books
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank YouHow do I generate a report with the total amount of money trasferred from one bank account to another?
Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I onlyAssign Templates to a Branch
Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the sameCash sales
Is it possible to record daily cash sales via the app?Combine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting andCurrency Exchange rates for Items
We have a very specific need with respect to currencies. I'll try to explain it as below 1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice inCustom function inside a CUSTOM BUTTON - BOOKS CUSTOM MODULE
I am trying to upload the attachment in a custom module(Books) to a work drive. One module is working, but another module(New) is not giving me the desired result as it is also giving an error. Of course, I changed the module name etc. Attaching the scriptHow to calculate an estimated due date based on invoice date
I need a little advice on the best way to automatically calculate an estimated due date (custom field) 4 weeks from the invoice date at the time of invoice creation, using the invoice module in zoho books. Any advice or solutions? Thanks!How to pass card fees onto customer sending invoice from Zoho Books using Stripe as payment option in Australia
How to pass card fees onto customer using stripe in Australia . I mainly send invoices via Zoho books, I got stripe active as a payment option. Im in australia and only have local customersLine Level Markups When Creating Quotes
It would be amazing if we could add line-item-level Markups for items and non-listed items when creating a Quote. I know Pricelists exist but they don't work the best for a quick quote with changing items and different Markups.Phone Number Format Change - Bulk Add Country Code and Remove Dashes
In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packagesDiscount Coding
We are using item level discounts on invoices. How do I change the G/L coding of the discounts? Right now, all discounts are being coded to a "discounts" G/L account with the gross amount being coded to the account associated with the item. I do not wantCustomer Deposits
Hi, Our company is required to close month end as part of our reporting processes. A major challenge we have is with constant shifting in AR and customer deposits. When we receive payments in advance of an invoice or without guidance to specifically whichCustomers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,Z Books ability for customersto enter their own orders?
Currently we are using brand X, quickbooks but are looking at moving to zoho books. We use zoho office and CRM and email and INvoice If we use Z Books, can we set it up so each of our customers/dealers has a login which gives them limited functionality of Z books, but does let them enter their orders, and print out the orders as they are entered? Currently everyone enters their orders into their own software of choice (excel to scrawled and faxed paper, to an email) which we then have to re-enterclients not receiving invoices bounce back
every invoice i send , gets a bounce back not delivered & client says not received ? they seem to receive reminders on the same e mail / details ? very annoyingHow to list Expenses that have not been matched to a Bank Transaction
In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listingHow to void partially paid bill?
Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventoryInvoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.Sales without Invoice refund
I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balanceHow to enter Bank Account details for Auto-Charge via API
We need to add Bank Account info for a recurring invoice to enable auto-charge. Can this be done via the API? I know that we can add credit cards using the following: POST https://books.zoho.com/api/v3/recurringinvoices/<rec_inv_profile_id>/card/<customer_card_id>?organization_id=ORG_ID&authtoken=AUTHTOKEN"Extra keys limit has exceeded"
Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit paymentChanging Customer Currency
It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customerNext Page
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Announcements
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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