Bank Feeds option not showing - Zoho Books Australia
Hi there, I've added my Westpac bank account to Zoho Books, however there is no option to be able to connect the bank feed for the account? Help! Thank you :)[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSNeed to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salespersonZoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of eithere-invoice
how can I integrate with the portal of e-invoice in EgyptUpdate or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff NameResolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 followsHow to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I haveSingle Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would likeZoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)ZOHO BOOKS INVOICE DATA
HI Please advice, i want my invoices to automatically show for each item line the SO its associated with when i make one invoice for several sales orders as in QuickBooks ThanksCustomizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limitedReset Cash Flow - Start the New Fiscal Year at 0
Hello, I've set my fiscal year to start on Jan 1st. What I want is the cash flow shown on the dashboard to start at zero each year. I need a solution for that while keeping the stats of the previous years intact. ( found a topic earlier that had somethingBank Feeds for Loans
I realize that Zoho only supports automated bank feeds for bank accounts and credit card accounts. I use Zoho for real estate accounting and I know that Plaid offers connections with the banks that service my rental property mortgages. I tried connectingApply Payment Received Amount Zoho Books Invoice
Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplistImplementing OAuth from backend
We are working on integrating Zoho Books with our project's accounting service using a backend built with Java and Spring Boot. Our goal is to handle the OAuth process internally. We've implemented the OAuth logic within the getJournals API to generatePrinting eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?Stopping a Sales Order from being created when a estimate already has one associated with it.
Is there any way, when using the system defined buttons in Books/CRM finance. To halt the creation of a sales order if a sales order has already been created? We are having issues with our staff creating duplicate sales orders in the system. We have hadSplit one invoice into multiple invoices
Due to my client's company policies, I'm sometimes asked to split a large invoice into multiple invoices. For example, if I send an invoice for $13,000 and the client asks me to split the invoice into multiple invoices that are $5000 or less, I wouldProject Billing Method from Zoho People
Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use HourlyHow to prepare a balance sheet for a company that has no operations yet?
.Changing the "Deposit to" drop down options when recording an invoice payment
Hi, I'm a new user of Zoho books. When I record a payment against an invoice, I need to use the "deposit to" field to log it as sales income or general income. However at the moment the drop down box only offers: Cash: petty cash and undeposited funds,ACH with Forte to bill vendors?
We are moving over to Zoho Books. We have been using it to make quotes via the integration with the CRM and invoices as well. That part work perfectly. Now we have a lot of vendors. Currently in the accounting system we are using we can get a dat filesVirtual assistants
Virtual assistants are becoming more common in accounting software, providing companies with real-time support and guidance. Virtual assistants can answer common accounting questions, provide guidance on best practices, and even help with financial analysisDisplay problem in customize layout PDF
I'm now editing the customized layout PDF in HTML and CSS. There is a problem with placing the organization logo. It is too big for my customized PDF. How can I edit the image size?Accept credit card payment for multiple invoices
We have a problem with Zoho Books. While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "HereSelling by weight in variations - how to set up?
Hi, I am trying to figure out on how to set it up so that it will work in Books and Inventory We buy tea in 1000g bags. So the units could be either g or kg In my wooocommerce shop I have the product with 4 different variations, eg., 50g, 100g, 250g andIs there a way to change the "Payment Has Already Been Initiated" Message?
I REALLY wish Zoho would change the wording on this. It's confusing to customers because if they somehow get interrupted while trying to connect to PayPal or whatever payment platform and have to come back, they get the Payment Already Initiated message.Adding a link to Notes
I want to use the API to add a link to my website in the notes to each invoice. is there a way I can make it clickable? thanksImprove client and vendor portal email notifications
When a client or a vendor leaves a comment in the client or vendor portal email notifications are only being sent to the primary Books organization administrator. Other Books users just get the notifications on the bell icon in the top right corner ofTime Tracking Account number when converted to invoice
Hello All. We use Time Tracking in Zoho Books and it works well for us. However, when we enter an invoice for a customer and select "Project" to pull in hours to be invoiced, the GL Account number is blank. And when we save the invoice it then defaultsadding a sister company into the same account
Dear Team, i hope this email finds you well, Im writing you to inquire regarding if we have a sister company that we share the same stock and prices can we have them booth working on the Same Zoho Account, if yes how can we implement that, if not whatTransaction Date of Voucher
There are two dates of voucher 1)- Transaction date (The date on which voucher enter in Zoho Book , voucher may be previous date) 2)- Voucher date (the date of voucher may posting date) Now question is that how I can drive ledger from zoho books on TransactionINSURANCE MANAGEMENT SOLUTION - FINANCE/ERP/CRM
We are looking for an Insurance Management ERP system which we can use for our Insurance Brokerage and Aggregator Platform. Kindly Suggest if you have any.Different languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,Credit Note - Status need to be changed in Invoices
Dear Zoho Book Team , After user create new Credit for specific invoices , it is a must to have status changed for invoices from Paid to : 1/ Returned : credit note approved but not yet refund 2/ Refunded : creadit note approved and Refunded to customerAccountant Access
Is the only way to give an accountant access to use a paid license for them? ThanksNext 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.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?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.
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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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