FNB South Africa Bank Feed
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 even Sage One) is the way to go? If they (miraculously) get it to work again,Customer Address Not on Standard Invoice when Address is on Contact Record
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 with the billing and shipping address. The invoice for the customer does notSelect a balance sheet account when creating an invoice
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 revenues. I have to create a transit revenue account and then tranfer to the rightUnable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.Even though the received amount+tax is equal to or lesser than the invoice value, zoho doesnt allow to record
Even though the received amount+tax is equal to or lesser than the invoice value, Zoho mentioned the error- you've recorded more payment than the actual invoice balance. please check again. screenshot also attached. You've recorded more payment thanZoho Product Sync between Books and CRM is a mess
The syncing of products between Zoho Books and CRM is completely broken. Why is ZOHO CRM the center of all products? Surely it should be Books or Inventory that is the central focal point of all things to do with a business backend (i.e. not marketingImport of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain
Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in properChanging Customer Currency
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 invoice in a different currency. To do this I have to create another customerBank feeds broken again.
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. Anyone else have the same issue? I feel the route cause needs addressing.Bulk Editing Multiple Invoices with Overwriting at time of upload
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 Invoices are skipped as they already exist. I know the invoices exist but I would onlyChat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.Designation/Department/Report
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 Department but today they are not showing up in report?Zoho Books EU slowness
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 see the time is worst since end of June. For comparaison, the others Zoho EU applicationsCan't filter for a null value in a custom view
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 null as your search criteria giving you an error stating, "Please enter a valueBanking feeds not working properly since January 2022
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. So for example, there was a 24.99 USD charge on a card, which got exchanged forNeed ability to remove accounts with zero balances from Financial Statements
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 since 2017 that are inactive on our COA. However, because those inactive accountsLogo showing as a broken image in emails
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 this as this makes my emails look sloppy and unprofessional? Many thanksNo inventory items' images shown at PO or SO
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 or PO, won't show their particular images when selecting "PDF view" at the topProject not available in sales orders
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 problem to follow all invoices on a project. If I use estimates, I cannot partiallyTax Deducted at Source is to be booked when the invoice is booked.
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 following month but as per zoho books we can book TDS receivable only at the timeZoho Books not using Stripe integration on invoices
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 showing up when customers receive the invoice. Wondering how to get StripeAdd 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.NO OPTION OF SPLIT BANK Charges in TRANSFER TO ANOTHER ACCOUNT.
Problem 1 Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT.. Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07. Where i Create 3.07 as expense or Bank Charges. There is not option there for createPDF file of Arabic language Invoice using Arabic standard template
I want to download arabis language PDF file for my invoice but when I download the file all Arabic text disappear while the numbers still visible. Regards, WafaaProblems.... Always problems with ZOHO!!!!
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net withinBasic Feature Issue - Import of Statement DO NOT works as intended.
Hello Team, Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Date format. I tried to contact CS via phone and email, but still unresolved. Let me try to explain- I havezoho books branch
Hi team The branch feature in books premium is not having an option to add users who are restricted to particular branch only. So when we can expect those updates ?Bank Feeds for ICICI have been broken for over 3 weeks
We've been using Zoho for a few years and hoenstly, this is the first time that we're so disappointed in the way things are being handled by your support. It is unfortunate that after having mailed support for over two weeks now, the bank feeds for ICICIThere was an error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr1 I was trying to push the data I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regardsBank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statementEmail Notification for an Estimate Accepted via Public Link??
Hello All, I could've sworn I read in the documentation for Zoho Books that when an estimate is accepted via the public link, an email notification is supposed to go out, However, my team is not receiving any email notifications and I can't find a spotIncluding addresses in contacts API
When I invoke the Zoho Books API to retrieve a specific contact (https://books.zoho.com/api/v3/contacts/2888473000000074161) the response is a single contact with all details including billing_address, shipping_address, etc. When I retrieve all contactsCost 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 ofForeign currency invoice - unable to match payment
My base currency is AUD and I have issued an invoice in CHF. The invoice has been paid and hit my bank account in AUD with the bank having converted the incoming CHF payment. There are two issues: In banking, I cannot match the bank transaction to theyodlee bank fees
My bank feeds have been pretty much error-free until this recent Yodlee update. I have configured it as per the information however nothing comes through. It says that bank feeds have been refreshed as of 30th June, 2022. It is the end of the financialChase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of BooksURGENT BOOKS NOT WORKING Please help
Our organization cannot login to zoho books, browser now goes to a ERROR PageCustomer Portal - Custom Tab Add - URL not recognized
Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new salesImpuestos en Facturas de Proveedores
Buenos días. Hay alguna forma de poder manipular el valor del Impuesto. en el posteo de una Facturas en COMPRAS, Esto porque en mi caso . tengo varias compras a proveedores que vienen productos o Servicios mixtos con y sin Impuestos. ( entre exentas eHow to view an Expense Refund
Hello I have a simple expense for $100 to vendor 'Shop Inc' that's refunded a week later (categorized under 'Expense Refund'), When I look at the vendor (menu: 'Sales/Vendors'), there's no mention of this refund. None of the reports seem to show it either.Next Page
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Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Update on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsZoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can
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Request for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How doConverting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associateZoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
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[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSZoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we'reZoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Latest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
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