How can I notate on check stub when a vendors credit has been applied to an invoice payment?
I'm looking for a way of printing vendor credit memo use on a check stub when its been applied to other invoices. To let my vendors know I'm using credit memo XYZ in the amount of $xx.xx. Currently I am having to handwrite it on the stub to show my vendor
ABA Files payment description
Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.
Haven't used banking function for years and now want to reconcile and clean up my account
I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use that
Applying Price List to All Customers
I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price
What's wrong with this deluge code to create a Bill?
I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");
2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view
While i love timekeeping I am finding some things slow me down. Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view. It is somewhat painful to have to
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
Custom View and Custom Fields
Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what
Recuring bills payments
I've entered recuring bills that are auto drafted from my account monthly. Can I set up the recuring payment or do I continue to manually do it monthly?
Expose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get the
Copy Templetes from one module to another in Zoho Books.
Hello, I have created a Custom Module in Books for GST Invoice. I can see only 1 Invoice Templete over there. Can we clone or copy Invoices Templetes from Sales Module of Books into Customer Module.
Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account
Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments. Currently reconciling the undeposited funds account is a fairly tedious process for us. Since the deposits and payments are just thrown into a "bucket"
How do I associate an expense to multiple projects?
How do I associate itemized expenses to multiple projects, like assigning each line to the respective project
Daily-rate for projects
I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.
Zoho Books | Product updates | May 2025
Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances
Lookups from Standard Modules to Custom Modules
I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about
Zoho time tracking with automated screenshots
Time tracking option with automated screen shots would be an exeptuonally good feature, any plans to develop something like that?
Relocating the server from Europe to the UAE
We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USER
get statement as file pdf to send in whatsapp template
hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date
Problem importing TSV file: File contains empty string as column header(s).
I tried importing a TSV file into Books, and got this message: "File contains empty string as column header(s). Please check the content and try again." I've looked at the file I'm trying to import, and the columns all have labels in the first row. Help?
Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
My bank is not in Books
Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user
Interest on late payments
Is this ever going to be implemented on Zoho Books? It's particularly annoying as its been working so well on Zoho invoice for the last year or so.
Can't change login email address in zoho books.
Hello, Does anyone have any idea how to change login email in zoho books?
Bank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report
Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typically
How to record chargeback in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
Creating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup
At transaction level Discounts for Zoho books UAE version
Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then
Banking - User Roles - Access To Single Bank Account
Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts
Push error with Zoho Books and Zoho CRM
I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.
Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so
Unable to add a organization with US location
I have created a Zoho Books trial account and since I am using Zoho People and payroll, Zoho Books has taken my existing credentials and created an Indian entity, but I am not able to add a US entity. How to add a US entity?
changing the Delivery Challan Heading
Hi We want to change the Delivery Challan Heading as per our requirement. Like Returnable/Non Returnable/Delivery challan. But it is not happening here. is it possible to change advise. Thanks Radha
Allow reconciliation for bank acct with no transactions for month
Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement
How to record the Customer Payment received against previous year invoice
Hi . How to adjust the receipt of this payment in customer account statement received for previous year invoices, which are not there in the statement with us. Because it is showing as prepaid expenses or unearned revenue Advise Thanks radha
Discripency in inventory adjustment value and FIFO cost lot tracking report report
In zohobooks, I have added 200 bag of itemA with unit rate is Rs.1408 as opening stock on Apr01/2025, after that i make a inventory adjustment for 100 bag that I transfer to stock in process account, after that I make a purchase bill for the same item
Delivery note from order or from offer
Hello, in our company and in a lot of companies in Italy, the standard workflow is (in order): 1) Offer 2) Customer order 3) Delivery note. We can have also more delivery notes in one month. 4) Invoice at the end of the month from delivery note (so only
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Trying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
Why the home page "Income and Expense" graph only shows some Expense Accounts but not all
I see that the graph only shows expenses from some Expense Accounts. Why and how can I change that? I'm new to Zoho Books and accounting. Thank you!
Next Page