Recording a depsit im paying
I need to put a security deposit on a storage unit im renting for my business. How do i record it in zoho books? as an expense?
How to modify translations in Zoho Books?
Hello, I noticed that there are a lot of missleading translations in Zoho Books (German). Is it possible to download the language file in Zoho Books like it is possible with Zoho CRM? Thanks, M.
Invited user not reciecing invite email
For weeks now, i cannot get users invited to my Zoho books organizations. The user invitation emails are not reaching the users. Customer care say there is an issue being looked at. Is there a work around in the meantime? For Example, since the invited
Clarification on booking expenses
I have received a rent invoice of 30K in Jan, but am paying the actual rent quarterly 7.5K. How can i book the expenses in zoho books and reconcile my bank account?
Allow to see Subject for invoices/bills when customizing visible columns
Allow the option to add in the Subject as a column to view for invoices and bills in full table view.
Bank Reconcile: transactions open / not reconciled
We have quite a few (more than a handful) of transactions from 2016 that were not reconciled with the bank statements. In order to research, we are trying to locate a way to report those transactions not marked as reconciled. I've tried every which way to find those transactions in list form to no avail. How do we pull this information from ZB? Thanks! -Gina
Using Zoho Books for small law frims
Is is possible to setup and utilize Zoho Books for small law firms especially as it relates to tracking matters and trust funds? Wondering also if there is any integration available or planned for this professional industry vertical through Zoho API
Request an Invoice
May I please request an invoice for my subscription. Thank you.
Error "Zoho Books says "Invalid Element is_user_approval_needed" when creating Project from Zoho Flow
Even though the user approval is a drop down in flow, regardless of what I select (True or False) I get this error .. "Zoho Books says "Invalid Element is_user_approval_needed"
ZOHO BOOKS - REPORTS NOT REFRESHING
My reports are not been refreshed. So even when i complete a bill it does not show on my vendor statement
Invalid value passed for Invoice Date
Hello to everybody ! I need to record manually the historical transactions (7years old) of the company. Help me: how can I record manually in case of invoice for which I am receiving the message: "quote Invalid value passed for Invoice Date "unqoute ?
Default Tax
When you generate an invoice from the timesheet you have to review all the row to add Taxation. It's an used convention to add Default taxes and custome taxes with a priority, like in following list from lower to higher priority: General Default Product Default Customer Default Custom Document taxation Custom item row taxation
Invoice - Sales Kits non-inventory
Hello All. I believe the answer to this question will be to use Composite items however I am hoping for another option. So we do NOT have any inventory and just use the "Items" function in invoice data entry. So we situations where we will purchase computer
Accounts Receivables or Accounts Payable account cannot be associated in the manual journal Exchange Gain or Loss Account
Dear All, I need to make two Journals as adjustments, one in my Accounts Payable and the other in my Accounts Receivable but it is not possible since there is this ERROR: Accounts Receivables or Accounts Payable account cannot be associated in the manual
How can we add a reference number as automatic for all payments?
Hello Everyone, Is there a way to automatically generate a reference number for each payment? Currently, we assign these numbers manually for each transaction. Additionally, when printing payment vouchers, the company name and other details are not displayed.
Opening balance adjustment from last year are showing in this year's balance sheet as a liability
Hi - maybe I don't understand how the balance sheet should work but I'm confused why a bank balance adjustment I made in 2023 to setup Zoho Books is showing as a current liability in this years balance sheet. Thanks.
Zoho Books Create Invoice API - Cannot enter account type for line items
Hi, I am trying to create invoice via Create Invoice API and select different sales account types for the invoice line items, but this doesn't seem to be possible via Create Invoice API. I don't see any way to select "Account" for line items when creating
Function #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where
Repayment of owners equity
Hi when I started using the free version of Zoho I transferred some money as an 'Owners Equity' loan. I now want to repay this. I can see I could repay the loan using Owner Drawings but this doesn't seem right to me. Can anyone help? Thanks John
Zoho Booksインポート時の税金の反映方法
～質問～ インポートで請求書を発行する場合に税金の反映が上手くできておりません。 「項目の関連付け」の項目で、どの①項目を利用するのか、その項目に②紐づけるデータについてご存じの方いらっしゃいましたらご教示いただけますと幸いです。 ～背景～ 基幹システムからエクスポートした請求明細のcsvを、Zoho Booksにインポートして請求書を作成しています。 しかし、この時に税金が上手く反映されません。 ※税抜き価格・税額・総額での表示を行いたく、税込み価格でのインポートは想定しておりません。 ※税
Accounting on the Go Series-34: Effortless Transaction Numbering-Configuring Prefixes with Placeholders in Zoho Books Mobile App
Hi everyone, In business, maintaining a systematic numbering of transactions is crucial for organization and clarity in financial records. Each transaction, whether it's an invoice, receipt, or purchase order, is assigned a unique number to track its
What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items like
Books contacts not syncing to CRM contacts
When I go into Zoho Books Settings, to Zoho Apps, and try to sync the CRM contacts, I get an error message saying the Contacts CRM Module is not active. It is active in the CRM. Any help would be much appreciated!
Invoice template
I observed that the preview of invoice where "add tax to amount" is selected is not the same as the actual invoice. The actual invoice does not add the tax amount to the total amount on individual line. Also, the Total invoice value should be the sub-total
Add attachments to items
Please can you add the facility to be able to add PDF attachments to items. This would be useful for technical information and quotes. We cannot use the vendor attachments which have a limit of 10.
Deluge UpdateRecord in Books not updating
I'm trying something very basic in Deluge /* This is a sample function. Uncomment to execute or make changes to this function. */ expenseID = expense.get("expense_id"); expenseDate = expense.get("date").toDate(); organizationID = organization.get("organization_id");
Time Entries from Projects not able to Submit For Customer Approval
Hello, I have a project in Projects where I have time entries that have synced with Books. They are all billable, but when I try and "Submit For Customer Approval", I get this error: Some of the time entries you’ve selected cannot be included in the Customer
Job organization and work order creation
Hello – I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their
How can I change the picture for a contact person in Zoho Books
Today I was adding a new contact person to an existing customer. When I was done entering his info the new contact person was displaying an image off the King from Burger King with sunglasses. (See attached screenshot) Where is this image coming from
How to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoice
Bank feeds are broken
So my bank changed their website a few weeks ago. It requires 2 factor authentication to log in which I DESPISE, because I have to check a text or email to log in. Since then, my bank feed in Zoho has stopped working (since June 4, 2021) and nobody
Zoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port d
Using custom field in reports
Hi, how to view and filter reports by custom fields in report Need this function in "AR Aging Details By Invoice Due Date" report .
Hide banking information to users
Hi, I have invited my employee as a user and would like to give access to contacts, items, Purchase order and Sales. Would like to hide other information like banking, reports, etc. Please explain.
Electronics Repair Management
I would like to design a package that integrates with Zoho Books. It would function much like Shop Manager at mysm.co (what we are using now). It would allow a computer (or other electronics) repair company to take a check-in on a computer, recording the customer's information, description of the problem, computer serial number etc. Then it would print out two copies of a check-in receipt, with a customizable disclaimer and a ticket number. The customer would sign one for company use, and the other
Coming in from Quickbooks - Trial Period
Hello. I have spent a decent amount of time extracting and formatting data to bring it over from Quickbooks. An initial hang up that I need help with that has no easily accessible guidance on: I receive this rejection when importing Invoices "Item Price:
A simplified way to record fixed asset sales
Hi there Can Zoho please provide a simply clear way to record fixed asset sales please? Which would allow for: Removal of the asset off the B/S A simple way to account for the depreciation A simple way to account for any profit or loss on the disposal
Banking Access Still after removing the access from User Role
Hello, We want to restrict sales users from accessing banking features. Despite not granting any access in their role, these users can still view petty cash and bank account balances. Additionally, even when access is limited to specific customers, they
Round down all decimal points for sales transaction
When selling an item, company rules require rounding down fractions. Is there an option to set the rounding down after the consumption tax calculation? In Japan, company rules determine whether to round up all decimal points, round down all decimal points,
Synchronisation of Zoho Books Invoice with Zoho CRM
Hello, We are currently synchronising products from Zoho CRM with Zoho Books. So we can use the products in Zoho Books to generate new invoices. Is it also possible to sync invoices that are created in Zoho Books back to Zoho CRM (in the corresponding
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