Rounding problems on Zoho Books
Hello, I am currently working with ZohoBooks API, and I have some problems, when I try to add a bill. The total including tax is not equal to what I would like to have. I have an amount at 577.09 excluding tax and tax at 20%. I should get 692.50 in total
Zoho Books Projects Report
Good morning. My boss wants me to create a report on Zoho Books regarding the projects; he wants to be able to filter the projects by unbilled amount, then see all of the projects and their unbilled amount. Exp. Project 1 Unbilled Amount Billed Amount
Filters Not Working Correctly With Branches
Hello, since I have different branches each with their own expenses, when reconciling transactions in the bank feeds I made sure to select the correct branch and create a filter to automatically recognize future transactions automatic allocation. The
Error Code 3004: message The Customer field can neither be blank nor be incorrect. Please enter a correct customer
Hello everyone, I am i am trying to use the zoho api to make payment via ttps://books.zoho.com/api/v3/customerpayments? I passed all the parameters needed but i was getting error code: 3004 message "The Customer field can neither be blank nor be incorrect. Please enter a correct customer" Thanks you
invoice number should only increment when going from draft to open status
avoid issues such as: * you make 5 draft invoices * the last invoice is converted to open and sent to customer * the other 4 drafts are deleted -> tax authorities will notice 4 invoice numbers missing.. why? -> difficult discussion
Retail Invoice vs Sales Receipts
How do these features differ and which one is best for Point of Sale transactions where we don't need to create a customer and record the payment?
Where is "Total Outstanding Receivables" / payment summary display ?
Hi, I read in the BOOKS FAQ "If you want to view your total outstanding receivables: Go to Sales > Invoices. A tiny dashboard at the top will display your Total Outstanding Receivables." But in my books of my 2nd zoho one instance I cant find the payment
Currency Exchange rates for Items
We have a very specific need with respect to currencies. I'll try to explain it as below 1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in
Working with functional currency different than local currency (fiscal books)
Hi, what is the best solution if you have a functional currency different than local currency. We have USD as functional, so we need it as base currency for all the reports in Zoho. But we also need a local set of books in Pesos for fiscal purposes. How
List US state tax rates via Books API
Hi there, Our Zoho account is hooked up to Avalara. I was wondering if it is possible to pull current US state tax rates via the Books API? I'm using API (GET) endpoint: https://www.zohoapis.com/books/v3/settings/taxes?organization_id=xxx But am returning
Zoho Books Update Estimate API Error 400
Im trying to update an estimate using python and the request library. I made a PUT request to: PUT https://www.zohoapis.com/books/v3/estimates/{estimate_id}?organization_id={id} with the following payload: { "customer_id": "3408460000000075126", "date":
Payment Reminder - No contacts for the customer
I create my invoices and then send them using the API. I also have reminders set up. I make sure that each customer has a primary contact, also with the API. But for about half the invoices I send I get an error message mailed to me because a contact
Receipt of Customer Payment with Multi Branches.
We are billing to a client from our 4 branches to their respective branches nationally. but the client manages all the accounting of our 4 branches into one ledger only. Hence even while making the payment to us, they pay for multi branches into one voucher.
How to record Sales Paid by Credit Card
We just start up a restaurant business. Most of our transactions are paid by cash and credit card. We recorded cash sales by using sales without invoices. Is it the same for sales paid by credit cards?
Chase CC integration
Is there any way to test Chase CC importing? I'd like to make sure that all individual CC transactions can be separated to the individual CC.
Zoho timesheet do we need a project ?
Hello everyone, We want to start looking into using Zoho Books timesheet module to keep time for our employee work. But looking at it, do we need to have projects/tasks to keep time. For example we have our support agents who don't do projects or tasks
Transaction Rules: Default OR instead of AND
Just why oh why is the default OR instead of AND? Just ... why? It's a crazy, bonkers decision. Also, it'd be great to have a 'Does not contain' option... There's a great program in Zoho Books dying to get out, but it's hampered by its awful, awful UI.
Unearned Revenue
Dear Zoho Team, I have this scenario where in we have clients who have paid in excess of the invoice issued in Zoho. And there is no other invoice of the same client to match this overpayment. Can you please advise what is the work around so that the
Bank Reconciliation
I am facing below problems in the bank reconciliation. 1. Bank statement details are not showing in the "Journal" transaction type even though the transaction is matched and reconciled 2.Bank reconciliation report is only available for the period of 93
Due date of invoice not updating after API Call
I am trying to update the due date on an invoice via an API Call but it seems to be not working. I am using the yyyy-MM-dd format json.put("due_date",newDueDate); json.put("due_date_formatted",newDueDate); json.put("reason","Updated Amount Calculation");
Paypal Multi Currency Transfers
In PayPal, a transaction in a foreign currency results in 3 transactions - Transfer from my Base Currency PayPal Account to Foreign Currency PayPal Account - Transfer to my Foreign Currency Paypal from the Base Currency PayPal Account - The actual transaction
VAT Number
How do I show the VAT Number on the Estimate and on the invoice
Account Type
How do I create new account type in chart of accounts predefined account types are useless I have seen many blogs from 5 years nothing changed. When Will be the updates will happen.
How to put a section on next page if its going to break
I am facing an issue with custom templates that some content breaks into multiple parts. Is there anyway of telling Zoho template that this is a separate section, if all the content of this section won't fit on this page then move all of it to next page
opening balance in bank account is different that what I entered
I just migrated on May 1st and my bank account can't connect to Books, so I'm posting everything manually. When I look at my bank account opening balance under Settings -> Opening Balances, it has the correct amount - the amount I entered. When I look
I do not see "Add bank or credit card"
I have already connected my bank. But I now want to add more account from the same bank. I do not see "Add bank or credit card". See attached screenshot. From a youtube video. I am using the free version.
Problem Adding New ACH Bank Information by Customer
Brand new Zoho Books user here, we have just migrated from Wave Accounting. Our clients cannot add their bank information using the secure portal capture. We have tested this ourselves and get the same error. We used this Zoho Books help article to complete
Entries Made Prior the Opening date is not reflected in the Financial Statments
HI, I made an opening balance on 28/2/2023 that shows the Ending year 2022 in addition to the A/R balances for Jan and Feb 2023 as it was created on Tally accounting System with a QR code that is directly linked to the Ministry of Finance Portal, if I
Recording Salaries and wages in zoho books with bank fees
Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank
Sales Report with all information
I just checked and there are some posts from 4 years back and this report is not available still, I really think this report is very important, the sales report that has all this info: Date . Invoice Number . Customer Name . Amount . Tax % . Tax amount
Add a line item to an expense if criteria are met
Hi, I have a number of banking transactions I'd like to split into two expenses based on text in the description, because a portion is a FX fee applied by the bank. The text in the description is "incl. Foreign Transaction Fee $0.50" and I'd like to add
Profit & Loss report: Projects
Now that we are able to identify in Vendor Bills a client & active projects, how are we to run a P&L with this data? Currently we are using tagging but going forward we want to run the P&L filtering by Client & Project for the project profit and loss
Unable to change tax with custom function
Hi, In the Global Edition, Zoho Books has not the feature of having taxes related to customers, so I was trying to do a custom function to do so. The idea is to create a custom field in the client and when the sales order is created, check that custom
Stripe charges on zoho books report
good day everyone. we have been using stripe before getting into zoho books. we imported our bank statement for bank reconciliation. Now my question is, how will be the treatment for the stripe fees?
How to account for VAT from Stripe payments received
Hi, Has anyone found a way to simply record the VAT element of 'sales without invoices' payments that are received via Stripe? I have only just realised that when the payments transfer from Stripe Clearing to Bank Account the VAT element is not recorded.
Costume Fields in Invoice
If there a way I have aligned the custom field to the left instead of having two columns, so i cam make them wider? thanks
What is the proper way to reconcile an account with no change in beginning/ending balance?
Hello, I have a little used paypal account. For November, there were no transactions, and the beginning and ending balances are the same. When I attempt to reconcile, I get an error message saying "There are no transactions to reconcile. To add a transaction,
Refund Customer
I first recorded revenue as unearned revenue from payment received option because performance obligation not complete under IFRS 15 now I refund the amount to customer what step i do in zoho books
Allow use of the 'Tax Payable' account in Manual Journal Entries?
Preventing us from using the 'Tax Payable' account is a real problem. Please open up the Chart of Accounts more!
Help with Payment Processors
Those who've come over from QuickBooks will know that one of the benefits of that platform was the very large user community that could help with more than just technical questions. One of the things we get asked a lot is for help choosing a payment processor.
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