Default value of custom field not showing
I have made a custom field "PO number" under Sales Order. I have made the same custom field under Invoices and set the default value to ${salesorder.cf_po} so that when I make an invoice the PO number from the sales order is automatically filled in. This
Cost of goods sold and Inventory Asset account not reflecting Sales Transactions
Hi I have enabled inventory and also enabled inventory tracking for all items when a purchase is made, Inventory asset account increases. But when sales is made Inventory asset remains the same and cost of goods sold is not debited at all. So Cost of
Cost of Goods sold not calculated
Hello I just started a demo version of Zoho Books and have a question on Cost of Goods Sold caluation Step 1 Created item A - Recorded purchase through bill including the qty. 200pc @ $100 per pc. After making the purchase, the item is correctly shown
Customer Overpaid Balance Write-off
Good Day, We have 3 customers who overpaid invoices which have been sitting as credits against their account for the last two years. It is unlikely that they will ever make use of the credits on their account and so we are trying to write-off the overpaid
Print a customer/vendor name and address onto an envelope
Hello, it would be great to be able to print out envelopes directly from customer contact entries, or even perhaps from invoices/bills. Instead, I have to copy the data into Msft Word, and print the envelopes from there. - david
Expenses by Vendor Reporting Tag
I am using reporting tags for vendors (Tagging a vendor as recurring monthly/yearly). I want to pull a report showing all vendors' expenses where the vendor tag has a specific tag. I can't seem to generate this report. I know I can tag each expense as
Cashflow statement problem
My company was recently lent some money via an unsecured loan. Unfortunately in Manual Journals there is no option to book the deposit in the bank account (why not?) so I booked it as a new transaction in the Banking section. It is debit bank account, credit Unsecured Loans. But in the Cashflow Statement the transaction appears under Cashflow from Operating Activities. This is obviously wrong - it is obviously a Cashflow from Financing Activities. Can you please let me know how to book this transaction
Automation - Auto Apply Invoice Template
Hi, I'm looking for help on a way to automatically apply a specific template based on the currency set for the customer. As an example, if I create a brand new invoice and select a customer with their currency set to CAD I want it to automatically change
Purchase Order Delivery Address lookup API
I'm creating Purchase Order using the Purchase Order API. If I want a different delivery address, how do I obtain this delivery address Id through API and through what record type?
Accounting on the Go Series-14: Unlock Business Insights Anytime, Anywhere: Reports in Zoho Books Mobile App
Hello Users, In today's segment of our "Accounting On-the-Go" series, we're highlighting the seamless reporting capabilities in the Zoho Books mobile app. With easy access to critical insights, you can make informed decisions wherever you are. Reports
Custom function that Gives total sales of an item in the last 30 days
Hi, I would like to have a custom field that is updated by a custom function. The field "widget 1 sales" - total sales (Paid amount) of "widget 1" in the last 30 days. The function - everytime "widget 1" has been paid on an invoice update "widget 1 sales"
ChartOfAccounts endpoint does not return description when showbalance filter is used
I'm trying to request the ChartOfAccounts endpoint using the filter showbalance=true but whenever I try this, the description field comes as an empty string for all records in the response. This produces a correct result with description populated but
If you use Zoho Books for partnerships, how do you organize partner accounts?
There are a couple of ways I can think of doing this. Method 1. Create an account per partner, and have sub accounts for each category. Expense Partner 1 Computer Hosting Travel Food ... Partner 2 Computer Hosting Travel Food ... Method 2: Under each
Updated Python Samples/SDK for books? Edited to include my own repo
There seems to be some wrappers out there but they are outdated and many years old and it looks abandoned and not updated to the latest API. Can anyone share a working python project that handles the token refresh stuff and has some sample endpoint calls?
Shopify Payments Reconciliation
Hello, We have built a custom app that allows you to reconcile your Shopify Payouts with your bank Feeds. Reach out to me if you are interested - uyscloete.uc@gmail.com
Record Over Payment
We paid by mistake more to a supplier. I have settled the supplier invoice 100% but I do not know how to record the over payment amount on the supplier account. I have also received a new invoice and I would like to settle the over payment amount against the new invoice (partial payment) and them cancel the rest against the bank account. can you help me with it? Regards
Notifications on Tax Compliances Due Dates and latest developments
Hello Zoho, We can also have a notification delivered on various Tax Fillings due dates / extensions / latest changes / developments on areas such as Income Tax, GST, TDS, PF, ESIC, Professional Tax and so forth as per business type an needs. This is
Reporting Tags show by default
I'd love to see an option to have tag selection show by default as a table column on invoices and bill creation, rather than having to show additional information for each line item needing tags added to. The extra clicks to show the tag selection do
TDS Accrual
I have a question regarding the TDS, TDS need to be deducted at the time of payment. Say we enter all our payables end of the month and pay on 1st of 2nd of the month now the TDS accrual is posted on the date of entering the invoice. Why cant Zoho change
How to set Automation for expired Estimate Reminder
Hi I see we can set automatic invoice overdue reminders but i am trying to set an automation to send an email reminder when a client has either not seen or not approved an Etimate.so far I have this but have no idea if it would work ? Any help would be
Error occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solution
Showing excluding and including tax amount per item when tax selected.
Hi! I'm struggling finding to see if the following is possible. Most SO or Invoices will have a billing/items structure like this in EU due to VAT: Item Name Quantity Price VAT % VAT € Amount Socks 1 100 € 24 24 € 124 € In Zoho the "Amount" will always
How to Handle PDC Cheque in Zoho Books?
Hi Team, I'd like to understand how you manage the issuance of PDCs to suppliers and the receipt of PDCs from customers in Zoho Books.
Add A PDF From Documents To An Existing Invoice Not A New One
I'd Like To Add A PDF From Documents To An Existing Invoice Not A New One. Is This Possible???
Trying to create a paid invoice
Hi all, I'm trying to use Zapier to connect Woocommerce to Books to create a paid invoice. I can get a draft invoice created, but am stuck trying to update the draft invoice. I've tried a number of custom functions from other threads but can't seem to
Is it possible Multiple Instances in Zoho books?
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
Multiple Instances in Zoho books
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
User Roles & Permission
Hi Team! I want to understand a little bit more about the User Roles & Permissions for Zohobooks. Since we have a lot of different roles with different levels of access due to compliance policy, we would want to use the custom role in favor of system
[WEBINAR] Navigating taxes and accounting for ecommerce businesses in India - by CA Gopal Krishna Raju
Hello everyone! Dive into the essentials of ecommerce accounting with our upcoming webinar! Whether you're stepping into the world of online business or aiming to grasp the intricacies of tax regulations for ecommerce in India, this session is tailored
Duplicate Bill Numbers for Purchases in different financial years.
Hi We need enable duplicate bill numbers from the same vendor, where the financial year is different. We have multiple bills from vendors having same bill number but in different financial years. Further, if we enter a financial year suffix to the bill
Accounting on the Go Series-13: Snap, Upload, Organize: Simplifying Transactions with Zoho Books Attachments
Hello users, Welcome back to our 'Accounting On-the-Go' series! Today, we're excited to share a versatile feature in the Zoho Books mobile app – the ability to add attachments to your transactions. This functionality enables you to keep all relevant documents
Issues with WooCommerce to Zoho Books Invoice Creation via Integromat (Make)
Dear Zoho Support, I am attempting to automate the creation of invoices in Zoho Books from WooCommerce orders using Integromat (Make) and have encountered persistent errors that are hindering the process. Overview: I have successfully set up a flow in
ZOHO Accountants
Where can we find an accountant in Cape Town SA that works with or has knowledge of the Zoho platform?
Function #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
Add "Attention" as a column to the Sales Order Overview screen
It would be helpful to be able to include Delivery Address (or Attention) field in the Sales Order Overview screen so that you can quickly differentiate sales orders based on where they are being delivered to, not just the 'customer name'. We have many
Stripe Merchant account fees
Can anyone share with us how they are accounting for the specific, per invoice transaction fees associated with a credit card payment through Stripe? When we log into Stripe's Dashboard and open a particular day's deposit to our bank we see fees that
VAT payments
I am in the UK and currently in the 'Flat Rate' scheme (14.5%), thus VAT should be pretty straightforward. The accounting period is every 3 months (quarterly), and I like to track the current VAT owed in the VAT Filing section. Maybe every two weeks,
How to add HTML text into Books note field
I would like to add HTML formatted text into the note field in a Zoho Books estimate. I am creating the estimate in a function in CRM. Adding <br> or \n have no effect. The API will also just accept a string as parameters. CRM Code: response = invokeurl
Activate deposit invoice
Hello, I can't sée deposit invoices in the menu. How to activate it? Thanks
FNB South Africa Bank feeds issue
Good day, I'm struggling to get my FNB enterprise (South Africa) banking feed to work with Yodlee / ZOHO books. Has someone been able to do it? Could you please share the steps? The company is using the enterprise version of FNB online banking.
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