Invoices using purchase account instead of sales account from Items
We're running into an issue where invoices created from bills are using the purchase account on the journal entry for the invoices as opposed to the sales account. In the screenshot examples you can see that the sales account is janitorial services butCustom Fields
There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.Items usage in Expenses function
I'm trying to utilize the item that I have created in the expenses function, but unable to do so. But this is accessible in Bill function. Why is that so? Its common for small business to buy inventory/items by cash. I feel this should be implementedPOS Integration with Inventory
Hello! I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY. Or maybe a different, easier way of doing things. Currently I am using Square for POS. While I was able to integrate the transactions (cashEuropäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestelltWhile importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."
Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.Item sales account via api
Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?bank reconciliation screens no longer indicate what transactions you have matched to the bank statement
I'm trying to reconcile a november bank statement. I used too be able to mark the transacions as I matched them (manually) Now it just tells me the number of matched but no indicator of which ones. Can some one please help? thank youOverwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25Cryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.
I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding theDoes ZOHO Books Support foreign accounting?
Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc. My main concerns currently are: * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,[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,Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don'tZoho Books Bookkeeper
We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?MULTIPLE SUPPLIERS
I am a wholesale/retail business that has thousands of inventory lines that we buy from multiple suppliers. I would like to do the following: Be able to quickly identify suppliers with their MPN's, costs and lead times in the product screen so that iAnyone Using Gusto Payroll w/Zoho Books? What do you think?
Its very clear from doing research that Gusto is far superior to any other payroll provider. Thinking of switching over them them. Before doing so: Anyone using Gusto and Zoho books now? If so, what do you think? Do they work well together, not work well,Syncing payroll from Gusto to Zoho Books
We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from GustoZoho Books Price list associated to a cusomer
how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customerUnlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accountingWhere can I find the API names of Items in Zoho Books?
I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!Modify the name of an item with Month variable
Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" thatReceive items from PO that has already been billed
Rarely manufacturers bill for items before we receive the goods, but when this occurs.... {"code":36510,"message":"The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s)."} There is no documentation on this. Please adviseAuto Payment
Hi. Is there a way to automatically take payment from the preferred payment gateway upon invoice's due date? I cant see a tick box for that, but wondering if there's some sort of Deluge wizardry that can be done?Can I export a TXF (TurboTax exchange format) file out of Zoho Books?
Hello, I'm trying to do my US Small Business Taxes using Intuit's Turbo Tax. Can I export my expenses from Zoho Books to a TXF format file, so that it can then be imported into Turbo Tax? Thanks, RajneshAutomatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to linkAPI to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshotFunction #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoicesRecording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allowsReport inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, theSoftware Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.PRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.Zoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned pleaseZoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to positionImport Invoice error
Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reasonAn error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.
Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. ThanThe payment entered is more than the total amount due for this invoice. Please check and retry.
Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account butNext Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Update on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports[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 FebruaryZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalFunction #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: HitZoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Most Discussed Topics
Zoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalIs it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4Edit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function
I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modifySystem flaws and lack of response from Zoho
I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
[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 FebruaryZoho 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] 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 will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100[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,
Top Contributors
Aashok Kumar Sharma
Snekha A
Leto
sahil
John Roberts