Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List
Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this canMultiple values in API
Hello. I am trying to filter invoices by draft,send,unpaid,partially_paid. it returns me an error due to wrong values for status. is there a way to filter with multiple values?Modified Cash Accounting Method
Hey there, I’m starting out an e-commerce (Amazon) business. Right now, I’m doing my accounting using the cash method because of simplicity. Some experts though say that it might lead to mistakes and suggest a “modified cash method” instead (without havingAbility to create sub-accounts in Banking section
Hi, I would love to have a feature of having sub-accounts in banking section; this would allow us to segregate bank accounts based on location or currency.Help required with migration from Sage to Zoho
Hi, I've been tasked with migrating all of our accounting from Sage to Zoho. I've had a look at the guidebook but I'm not sure where to start as I've never done anything like this before and I'm also new to Zoho. I would appreciate if anyone could assistCancellation of written-off invoice
Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the YearWhat's New in Zoho Books - September 2024
Hello users! We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updatesAccount for Cryptocurrency Holdings in Zoho Books/Custom Currencies?
Hello, I've recently started using Zoho to run my small business and I've really been enjoying all of its features. However, I've been struggling to find a way to account for cryptocurrencies in Zoho Books. My company mines a Cryptocurrency token calledZoho Books Advanced Auto Scan - Any good?
Anyone use the Advanced Auto Scan feature? Is it any good? I see that it's £6.5/month for 50 scans. I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is? Thanks in advance for your opinion.Zoho and n8n.io Automation alternative to Zapier or Make | Authentication Problems | oauth2 token not refreshing
Hi All, Trying to connect Zoho Books to N8N.io via the HTTP Request node using custom OAuth2 credentials. I am having the same problem as https://www.reddit.com/r/n8n/comments/18x8wnr/http_node_zoho_desk_help/ i.e. Oauth2 Token Not Refreshing I have seenHow do I repay a customers excess payment
I had four customer advance payments from my bank feed which were categorised as customer payments in Zoho books. I then needed to return these payments and did so in to total which shows as a single line in my bank feed. When trying to categorise thisPayment Vouchers
Hi, We need to be able to issue Payment Vouchers (Receipts) to our customers. It would be nice to have that option in Zoho Books. ThanksINVOICE PAST DATE
there are invoices made manually in the past, I need to create these invoices on Zoho with a past date to adjust my reports, But i can’t save invoice because of past date i put, can i have a solution?Multiple packing lists / Delivery notes to one invoice (ZOHO Books / Invoice)
I understand that ZOHO Books/Invoice can generate packing lists and delivery notes from one invoice. However, we sometimes invoice the customers first and then deliver the products in multiple shipments. Is it possible to generate multiple packing listsZoho Book - Day book - Godown stock
How to show day book ? How to create retail godown stock ?Icici integration
We are facing issues due to the disablement of ICICI bank integration. Our ICICI bank account was primarily opened for Zoho integration, but now we're struggling with manual payments through file uploads. Can you provide an update on when the ICICI bankUpdate Zoho Books Organization Custom Field with Deluge
I've made a webhook script to create invoices for customers, but since we need to manage the invoice number manually, to be able to know the next value, I wanted to store the last invoice number as an Additional Field in the Organization Profile. I canCreating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure theirCredit card info not showing in Payments for multiple invoices
Payments in Books made for multiple invoices do not show the credit card information (last 4 digits) at the bottom under the "More Information" section. This shows fine for all credit card payments made for a single invoice. How can we get this informationResizing Signature on Invoice PDF
I have tried to add the company stamp on the invoice template as a signature, but when I change it to pdf the stamp comes in a very large size. Is there any way to resize the image?Privacy button in Dashboard to show hide dashboard figures.
I suggest to add privacy button on dashboard which should by default hide all figures. Upon click, it shall reveal the dashboard stats. This will help a lot in mix environment and screenshots.Zoho Books very slow this morning
Is there an issue with Zoho Book this morning? It's running very slow.Entry of Customs Duty paid by the Courior on Importer's behalf
How do we enter the Customs Duty Entry for Duty Paid by a Courior Co. (DHL) and then we reimburse them?edit custom views: sort
please add the ability to customize the sort (A-Z Z-A) even at minimal function would be so helpful. we find that we are creating multiple views because having to sort the results every refresh is time consuming. our expenses area is heavily used for this need. thanks for considering! -GinaZoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectlyFunction #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If youQatar TRN
Companies from Qatar have 10-digits TRN, but Zoho allows to enter only 15-gigits TRN even if customer's country is set to Qatar.Error code 1000
Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,Incrementing Transaction Number Series Prefix
Hi guys, I invoice customers one month in advance for the services provided during that subsequent month. Currently have this as my Invoice prefix "%YYYY%%MM%-INVOICE". Was wondering if there is a way to issue the invoice during September (using recurringI created customize formula column in Zoho books
I created customize formula column successfully in Zoho books (Item Master). The customize formula column I want to add into items line total while I create the quotation/ estimate or invoices. I selected show customize formula column in all PDFs, butCustom fields for Expenses/Bills in ZohoBooks ?
Hi there, I wonder if there is a possibility to include custom fields when recording expenses/Bills in Zoho Books?. In particular it is needed to include Vendor's Fiscal Identification Number, so that when we report expenses and Bills to our tax authority we can keep track of this critical ID number. Anyone has a workaround for this? Thank you all in advanceAutomatically assign bank deposit to a customer payment
Is there is a way to automatically assign a bank deposit to a customer payment? I have setup bank feeds and rules to identify deposits from my frequent depositors. That helps speed the matching process in the BANKING tab. However, this does not matchscheduled email
I often do quotes and invoices out of office hours but want to schedule them within office hours. I cannot find this feature? Any help pleaseChat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.Add attachment to invoice
Hi, I am currently trying to add attachment to invoce and no luck using java POST query https://books.zoho.com/api/v3/invoices/attachment as an address and post parameters authtoken=zzz&invoice_id=xxx&can_send_in_mail=false&attachment=yyy where xxx - an invoice id yyy - file content zzz - authtoken Result java.io.FileNotFoundException: https://books.zoho.com/api/v3/invoices/attachment I assume the file should be loaded to some server first, if so then what API should be used to upload file? CouldWorkflow Logs for custom functions no longer showing info statements
A few days ago I noticed that the Workflow Logs in Zoho Books for custom functions are no longer displaying any of the info statements from the function. This has made debugging rather difficult when a function fails or is behaving unexpectedly. The onlyIs this estimate layout possible? Multiple tables with subtotals
Hi, can anyone help me please. We have a very specific type of layout for our estimates which basically looks like this..it's quite essential for our clients to see things sectioned up like this. We are about to move into using Zoho Books and I am tryingZoho Books - Sub total for estimates ? Any way, even non clean or conventional ?
Hello, I've read a lot of topics about the lack of Sub totals in the Estimates of Zoho Books. Sorry for opening a new one, but didn't know if one was more "official". Has anyone ever found a solution to do this ? Even not very "clean" ? I guess you canAsign price list/price book through the api to a contact
I want to assign a price list through the api to a contact. How do i do that as i can't find it in the api documentationHow to Bulk update item categories
I try to bulk update my items sub and main category. For that I exported all items as xlsx file and updated the cells with the existing names. While importing the edited xlsx file the error-message "Illegal value specified for a Dropdown field: A-1A"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 pricesSearch 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.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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