in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance
Needs Separate Permissions levels for Record Attachments
Currently in Zoho Books Record attachments are tied to the general permission level For example if a role don't have the delete permission level they cannot delete the attachment as well If a role doesn't have the edit permission they cannot upload theZoho Books integration with Google workspace
How do I integrate Zoho books with Google Workspace? The steps outlined on the Zoho help sections do not correspond to the actual user interface in Google Workspace. Zoho books is installed on admin level for all users, all users can access it from theFields of Look up in Custom Modules
We need to create a custom module in Books for Proforma Invoices Now I created a Custom Module and added a Table and in the table added a lookup field and chose Items Now I want Specific fields of the item such as Tax, Item Cost etc but it only displaysPayment Terms Changing Upon Invoicing
Hello! Our standard payment terms for 95% of our customers are Net 30, and all of our customers that these terms apply to have that setting n their customer profile. However, over the last week or so, when an invoice is generated the majority of theseHow do I get a refund for email seats?
Hi, I've been using Zoho for awhile and have been paying for 2 seats. Recently, I created another 9 seats, but I also found out that Zoho does not support cold emails, so these 9 seats created for this purpose became useless. It's within 24 hours thatRecording a payment in foreign currency not allowed
Hi, my base currency is CHF. I made an invoice in EUR, which have been paid with an extra amount (which are the fees I guess). When I record that payment from the invoice page, I can select the EUR bank account. But the amount received is above the invoiceOrder Wise Expense Tracking and Reporting Possible?
Hi, We are a manufacturing firm and take up several orders at the same time. Each order will be associated with a single sales order and then once completed to a single invoice. When recording expenses, is it possible to associate each expense with aCan you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so howZakya - Release in North America?
At Zoholics it was pitched like Zakya was already released in North America. However, when looking for it I couldnt find it. There isnt an integrated app available in Zoho. I figured maybe it was being released at Zoholics. Now over a month later, itsZoho Duplicate Reference Numbers
I have 2 accounts through zoho. On one account if I enter a bill with the same number as a previous bill I get a warning message saying that there is already a bill with this number. However on the other account I do not get this message. How do I turnZoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has lessHow to add different type of revenue under sales ?
How to add different type of revenue under sales ?Types of Revenue
i have different types of revenue , I want to see under sales in different categories , while preparing invoice I want to allocated if possibleZoho books account recovery
I had submitted a request to restore zohobooks account, but I am yet to get a feedback till now. The email addresses used to access the zohobooks can not access it again. I don't know what went wrong. I need quick attention to this. More details are providedPayments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seenhow i can update client_secret or refresh_token in case if my was stolen?
i want to know how i can protect my data on this casecustom fields not populating from deluge script into invoice
Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"Using English But Dropdowns in Thai
We have selected English in Settings but all of the dropdown boxes are in Thai. How do i change this? The organization is based in Thailand and we are using the THB as our currency, but need the dropdowns to be in English. Please help! 🙏Cambio de Plane
Tenia un plan gratuito, hice una actualización a un plan de pago, salí por completo y entre nuevamente, pero no me deja corregir, pagar o modificar las facturas que había realizado en el modo de prueba. Me da el siguiente error: Factura de proveedor seWhy is there a limit to JSONString of less 100 characters
having this problem.Description column in the "all expenses" overview page?
Hi! I'm new to Zoho Books and accounting. I'm surprised there doesn't seem to have a proper "description" field for the expenses, only "notes", and that I can't have such a description visible on the overview page. So that I can quickly visualize my expenses...Generate Unique Customer ID for Each for All Contacts
Generate Unique Customer ID for Each for All ContactsReporting tags for custom modules
Hi, it could be very useful. At field level and at sub table level. Thanks, EduardoSingapore DBS Bank
Is there any schedule corresponding to DBS of Singapore?Best way to account for shipping charges to customer
I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"Help with Quote template for peer review
We are wanting to do peer review of quotes/proposals, however the quote templates dont have product cost, profit margins, etc. It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have notIntroducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability OtherCRM and Finance Tab - Add Invoice "Subject " Column
When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this. We need to see what that invoice is for, without opening it. If we have tons of invoices we need a way to quickNeed to be Amount Adjusted with same Group Comany
Dear Sir/ Madam, Good Day, Example wise i write my quire Below A B C & D E F Bothe are Same Group Companies We Paid 50000 AED to ABC Company but we received Invoice 48000 AED worth of material Balance 2000 AED invoice i received from D E F. I Need toTransfer between 2 accounts in forein currency
Hello, While abroad, I have exchanged some money in a money exchange service from a foreign currency (MYR) to another foreign currency (USD) without passing through my base currency (CHF). How do I record this transaction in Zoho Books? When I try toZoho Books Webhook in Custom Module doesn't work
I have a custom module "Purchase Request" in Zoho Books in which we're trying to convert status of the PRs to Draft and Pending Approval. We've explored different applications and custom functions but found that the status is not "writable". However,Imap Support?
Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problemADDING FUEL SURCHARGE & HST
Hello I need to invoice the customer showing both Fuel Surcharge & ON HST separately. The FSC should be 20% of the subtotal. The HST should be applied to sum of Subtotal + FSC So it should be like: SUBTOTAL: 100.00 FSC (20%): 20.00 HST (13%): $15.60 HowHandling Deposits to Vendors and how to book this
Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After usingZoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. ThanksUnapplied AP Credits not showing up on AP Detail Aging
I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to theZoho books bulk update for invoices
Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much lowSalutation
Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks DavidPersonal Expenses
I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post. I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor. When I first started my account I placed the openingNext Page
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Announcements
Zoho 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.Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can
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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.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.Zoho Books - Hide Convert to Sales Order if it can't be used.
Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactivePlease add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for
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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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