Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a ...
Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books...
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a...
We can only choose inventory asset for items but lots of bills for items are posted with cost of goods sold - is this all balanced correctly or should it be entered differentl...
Hi, Is there any option available in zoho for reserve item for a upcoming delivery. So that we can avoid the item should duplicated on another order. Means needs to deduct the...
Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried:...
How to search using integration task in creator searchString = {"zcrm_account_id:4050082000001001499"}; contactData = zoho.books.getRecords("Contacts","xxxxxx",searchString); ...
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we ca...
Just checking if anyone else has an issue signing into Zoho with a Google account at the moment? (Have tried Zoho Books in the app on mobile and Chrome and Firefox on Windows ...
USA What should my COA look like for one employee, paid via a service (Gusto), no benefits. I pay her wage, associated taxes, and the Gusto monthly fee. I'd like to know the C...
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot ...
When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification setting...
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handl...
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card...
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of th...
We need a better tool for comprehensive data back-up and restore. We are investing in Zoho Books as a tool to run our business and the data we input into the system is vital ...