Customer Data Integration between CRM and BOOKS not working
A new contact is created via WEB-TO-CONTACT and the information is not always available in BOOKS. Why is that?Zoho Books EU slowness
Hi, My users complains about Zoho Books slowness. We're using EU datacenters. Base on status.zoho.eu portal, we can see the time response is about 3.5 secondes. We also can see the time is worst since end of June. For comparaison, the others Zoho EU applicationszoho books trying to integrate with azure synapses
Hi, I facing the error when i try to integrate zoho books with azure Synapses . I provide all the client id , client secret and oauth 2.0 token but still i am facing the http error . the error is "ERROR [HY000] [Microsoft][Zoho] (50) Error with HTTP request,How to add previous due automatically?
i want to add my previous invoice due of a particular customer automatically to the new invoice. i want to show something like that: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice)Recording different types of sales to different sales account
I saw that Zoho came with a Sales and Accounts Receivable account. I have domestic and international sales. Can i create a Domestic and International Sales and A/R accounts and have two types of invoices to record those sales so that they go to the appropriateHow to show Salaries paid from Zoho Payroll in Expense details oh Zoho books
Hi, I am a beginner and been using Zoho books and payroll. I observed, paying employees from payroll will record the individau entries as expected in banking. Also this amount is shown in Expense Category report. But when we check Report Expense Details,Zoho books: create invoice contact persons issue
Hello, I am using make.com to create an automation for creating invoices. I'm using create invoice module but getting this error for Contact Persons fields "Invalid URL Passed". What is the issue? Any help would be appreciated.Detailed Account Reports - Add Running Balance
When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases ifProfit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rateResize QR
Dear Community, How can we resize the QR code since it is taking so much space in the Invoice.Zoho Books
In zoho books I built PDF template for Quotations / Estimates I want to arrange the format , I want move the columns according to my requirement , In my requirement I want place the quantity column after the item name, Please check the attached same quotationAuthorize.net update to SSL/TLS - Zoho Needs to Make Updates?
Zoho, Please see the below email I received from Authorize.net. Can your team confirm that Zoho Books will have the necessary updates in place to ensure smooth integration with Authorize.net?How to change "from" email address when invoicing.
HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.How can I compare a button's action to a value?
I am new to zoho books so I am trying to understand how api, custom functions work?I want to know whether I can compare button action to a value and change status? Here's the thing. I am trying to create a custom function to change the customer status(valuesUsing API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can findDiscount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,Is it possible to add additional PDF document to Sales order and print the combined PDF in single file
Hi, I want to add the terms and conditions page of 1 sheet, in PDF document as attachment and print one single file (Sales Order) in Zoho Is it possible..? If so How do we do it ?Yearly payment
Dear sir, Please yearly update. Payment option. My user: yousefaalsawaji@gmail.com User ID : 777567867 ThanksInventory adjustment for prior years
Hi Zoho team, Please could you let me know if I can adjust the inventory qty based on stock taking of 2022 and 2023 when there are already transactions (i.e Bills from supplier)? How will this impact the Inventory balance in Balance Sheet? Thank you.Integrating POS with Zoho Books / CRM in the UAE - Best Practices?
Hi, We are exploring options for integrating a Point of Sale (POS) system with Zoho CRM for our business operations in the UAE. Can anyone recommend POS systems that work seamlessly with Zoho Books / CRM, particularly in the Middle East market? We areInquiry on Vendor Payment Visibility in Zoho Books
I hope this message finds you well. I am currently utilizing Zoho Books for managing vendor payments and have encountered an issue that I would like to address. As it stands, there is no functionality for administrators to approve or reject payments madeAccount Transactions
The default heading for account transactions is as follows: Date Account Transaction Details Transaction Type Transaction Reference Number Debit Credit Amount The "Amount" column is redundant and repetitive. All you are doing is repeating the informationInvoice Deductions
Hi I am having difficulty trying to enter invoice deduction details into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: --- Invoice Example: invoice Amount for Rs.1000000 ( accounted in income) deductions as follows : TDS 1% - Rs.10000 ( accounted in withhold tax amount as TDS ) Retention Amount 5% - Rs. 50000 ( hold amount which will be released later once the contract period isContra Entires (AR & AP)
Hi Team Zoho, i hope you are doing well. I have a question here, as there are no SUB ACCOUNTs yet in ZOHO Books, how can i adjust the Bills or Invoices if I am dealing with a contact as both i.e Vendor and Customer. Zoho Books is a good Software for Basic Business needs and i understanding your team is constantly working on it to make it a better software for all sort of uses in Business. But i am very disappointed to that progress is very slow. despite of being asked couple of times for the SUBUnable to Enable "Restrict Out of Stock" Option Due to Incorrect Negative Stock Values
Dear Zoho Support Team, I am encountering an issue with enabling the "Restrict Out of Stock" option in Zoho Books. The system prevents me from enabling this option, citing that there are items with negative stock values. However, I have thoroughly checkedBooks PO Due Date on Calendar
Hello, I am currently looking for a way to add calendar events to either an Exchange or Google calendar to track PO's based on their estimated due date. Does anyone know how to write a function that would be able to do that? I know we have done it inFunction #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billedCan't filter for a null value in a custom view
Hello. I'm wanting to create a custom view to determine if a particular field has been populated. Much to my chagrin, it seems that Books won't allow you to have a value of null as your search criteria giving you an error stating, "Please enter a valueCamera Plugin For PC To Scan Bills/Receipts
Hello, please can we get a camera plugin that activates a webcam to scan receipts/bills when we press the "Upload File" button under "Attach Receipt". It would work similar to how the mobile app works. This would make it so much easier, we don't haveI need to delete all my contacts without transaction
Hello, I have over 600 000 contacts in Zoho Books. I need to clean it however I can't find a way to delete all of them at once (except the one with a payment due). Then sync back only the necessary contacts and accounts. Is there any way to do so ? Thanksee due dates from zoho books in calendar
Hi, we are starting a new business and I was wondering if I can see the due dates of the invoices and bills in the calendar?WhatsApp Integration not working.
Hey my Whatsapp integration isn't working. tried sending my quotation and there was failed sign (Red ! Mark) instead of tick or double tick.When to use Expense and when to record it as a bill?
I refer to this help page: https://www.zoho.com/in/books/kb/bills/expense-or-bill.html The description mentioned here doesn't really help fully. If we go by this example - it won' t really help. You can buy bulk from Amazon for trading purposes. But weZOHO books API to get invoice details doesn't have supplier name,GSTIN etc (Get an invoice)
HI Team, 1. I am trying to fetch complete information of an invoice raised in zoho books using API "GET an invoice ". The JSON response doesn't have the following details. Whereas in UI if I export invoices in excel template it has all these details.Segregating Customers and vendor and transactions branch wise
How could i segregate my customer and vendor and the master data branch wise in the zoho books with maintaining secrecy of data of one branch to another branch?How to categorize a returned payment into the same expense account
Example - I pay Google $200 and record that payment under the Advertising account. Then, the $200 is refunded (for whatever reason) back to my bank account. This "refund" should be categorized also under the Advertising account to balance-off the actual expense. However, Zoho Books does not allow me to record the refund under the same account (i.e., Advertising account). Xero and Quickbooks allow you to do this which in my opinion is better than creating an "Others" account as I’ve seen being suggestedHow can I add a new loan?
Hello I just received money from my bank because I signed a new loan for an investment. How do I put this in the accounts? Regards DimitriHow to register discount with vendor payments?
Hello, How can one register discount from vendor for early bill payment? Example: Vendor issues Bill with 30 days credit for a total of $1,000 If paid within 10 days of Bill date, one can deduct a $10.00 discount for early payment. When one registersAccounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center
Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,Zoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to createNext 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.
Most Discussed Topics
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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