Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply....
Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoice...
It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an in...
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred reven...
Hello. I have two questions. 1. there are some vendors that I can't save Designation or Department? 2. yesterday I was able to generate a report that included Designation and ...
Hi, I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books...
Hi, My users complains about Zoho Books slowness. We're using EU datacenters. Base on status.zoho.eu portal, we can see the time response is about 3.5 secondes. We also can se...
Hello. I'm wanting to create a custom view to determine if a particular field has been populated. Much to my chagrin, it seems that Books won't allow you to have a value of n...
We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. S...
Requesting that Zoho add the ability to remove inactive accounts and/or accounts with zero balances form Financial Statements. I have old bank accounts that we haven't used si...
I Have created self client with below Scope ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoBooks.fullaccess.ALL,ZohoCRM.change_owner.CREATE And also i generated Auth token using...
Hi, I have just noticed that my email notifications are showing the %OrgLogo% as a broken image link yet my invoices are using the logo fine. Please can you advise how to fix ...
Hello, after successfully creating the inventory items, then we try to create a Purchase Order or Sales Order, the problem is that the items we select for the new intended SO ...
Hi, Could you tell me why projects are not available in Sales Orders? As a work around I start by using estimates, but the project do not follow in the Sales orders, wich is a...
I think it is a service error, when I call the method "https://www.zohoapis.eu/books/v3/contacts?organization_id=XXXXX" I receive the custom_fields except the ones that are of...
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the follow...
I've had Stripe integrated with Zoho Books and the option for Stripe to take credit cards and ACH, but when I check the box when sending an invoice to include Stripe, it isn't...
I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or ...
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 whi...