Any way to "Pay with Check" or "Refund with Check" for Credit Notes?
When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,Workflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885How do i upload an image in PO as a document using Python
Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows: # # # Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\UrbanWhat's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and BahrainBug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bitOption to disable rate field in Zoho books purchase Order
Is there any feature to disable the option for rate editing in Purchase Orders? Because the purchase executive can edit the price/rate and that can be an issue. We need to verify the POs again and again and there needs to be a person to monitor the ratesHOW TO POST PETTY CASH ENTRIES
Question 1-I don't understand what's in my cash flow chart. I have entered an amount of 200,000 naira into the opening balance of my petty cash, but it's showing 245,550. I don't know where I have made mistake. Question 2- The amount I have in the outgoingYou are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organizationHow to settle an entry in Zoho books if payable and receivable from same person
We wanted to fix an entry in zoho books where payment is receivable and payable from same person. If anyone know please suggest the way forward.Making Fields Mandatory
Hello, We are wanting to make the "Expiry Date" field in Estimates mandatory, is this possible? Thank you in advance for your help!Problem requesting Grant Token with C# desktop application
Greetings, I'm new Zoho and am looking to use the API via a C# desktop application. I am following the first steps in the following guidelines to request a Grant Token and subsequently request Access and Refresh Tokens: https://www.zoho.com/books/api/v3/oauth/#overviewMultiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.What's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.Zoho Books Invoice
I'm using the zoho.books.createRecord( ) method to create and send invoices. But the invoices get saved as drafts rather than being sent to the customer. How do I send the invoice?Remove Zoho Invoice banner from footer on payment page when customer clicks to view invoice
When we email customers an invoice, they can click to "View Invoice" and are taken to the https://zohosecurepay.com/books/........ where they see the invoice. On the bottom of that page is this message: How can we remove this message in the footer?How to record tips from customers
I run a cleaning service business and on occasion customers include a tip with their check payment. How can I record the amount paid for service and the tip separately? Any amount over the invoice is looked at as an overpayment and suggest a credit noteAdd support for logo icon mark for use in invoice, payment screens and all other screens where logos are featured
This is a customer complaint. While a minor issue, the fact that Zoho does not allow users to upload both a standard landscape-oriented logo and a square/portrait oriented icon logo annoys me. Because in Zoho, you have various places where you displayerror
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400Bank Feeds
Hi Team, Every Day I have to refresh the bank feeds and update the date for the Bank Feeds to work. Why are the Feeds no longer working?Bank 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 statementzoho 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 ?Accounting for Paycheck Protection Program Loans [United States Users]
Not sure how many users are based in the US, but this one-time federal program offers a loan which will be forgiven(essentially turned into a grant) if the business meets criteria of maintaining staffing for 8 weeks and will reimburse payroll and certain expenses. I was thinking there are two ways to track these expenses and the loan itself - tags, and projects. Right now I'm thinking that a project makes the most sense. It would have a budget (loan amount) which equals the retainer (fundingTax 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 Advanced Auto Scan - Any good?
Anyone use the Advanced Auto Scan feature? Is it any good? I see that it's £6.5/month for 50 scans. I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is? Thanks in advance for your opinion.Bank Statement Details
Was wondering if anyone has a solution for this with recent bank updates. After updating our Bank of America connection, we are noticing that the "Text" portion is no longer on the Zoho side, where it always used to be. This is only for the Bank, stillZoho Products are moving very slowly
Good day, Our Zoho suite of products are moving very slowly. Cliq will not load for most users, mail loads very slowly, books is taking very long to download invoices. Please note this is happening to users not in our office and are working from homeChecking what custom functions were executed
Is there a way to check through deluge code what specific custom functions were executed for a specific invoice? It would be like the comments & history section but in deluge so I would get a receive a JSON message. Is this possible through a record fetchAccount Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile anZoho emails not working again
All of our users are no longer receiving zoho emails or notifications. This has happened in the past and we worked with Zoho support to find the users were blocked on Zoho's end. Please check if our users are being blocked. I checked the configurationVendor credit
can someone explain to me the transactions that take place after a vendor credit is created? I don't understand why sometimes the purchase account is affected and others the inventory account is affected even tho both items have inventory track enabHow Zoho will help me manage my business
hi.. we are imported chocolates and snacks seller in India. our website is https://www.chocoliz.com/ please explain us which of your product will be helpful to us to manage our business. please contact us as soon as possibe. Thanks & Regards, ChocolZoho Books - Account Transaction API & Excel Query
I have been trying to export the account transaction from Zoho Books for some time. I was able to get the data based on Postman by following the API Docs by Zoho. My requirement is to import the Account Transaction Report from Zoho Books to Excel usingWhat does the option "All bills associated with the project" mean/do when adding a project to an invoice?
What does the option "All bills associated with the project" mean/do when adding a project to an invoice? I wasn't able to find any documentation on this option.Import error
Hi, How to resolve these errors . I have exported from same report and now i was making import - then i am getting error Regards, Sidhant A.How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258The Books Delivery Challan Module is Not in Analytics to Sync this Module
I have attached screenshot where you can see my modules under sales. I want to make a analytics report so wanted to sync this module data in analytics. But in analytics data sync option there is no module named Delivery Callan.PAYMENT TO SUPPLIER
Dear All, We have switched on from sage to zoho. I am facing one issue that the payment is in current year and the related invoice in 2021. How we can set off with invoice in current year. Zoho Bank feeds down
Our bank feeds from 22nd of August till now have been frozen. We are a Australian company with australian banking. Any ideas anyone?Payroll
Why is your payroll books restricted to USA and India only and not GCC, do you guys think that in UAE we do not use payroll or salaries that we can account for. How is it that you say it’s based in demand, how can a company use Zoho accounts and not needGlobal
This is the issue with Zoho. All you hear is false promises and apologies. What ai don’t understand is why segregate USA, India and GCC when the basic accounting methods and procedures are same globally. It’s like asking a chartered accountant to studyNext Page
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What's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and BahrainWhat's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.Zoho Books: Product Updates - July 2022
Hey Customers, The primary focus of Zoho Books has been to release new features and enhancements that'll help improve your accounting experience. This time around, in addition to releasing new features, we've also worked with Yodlee, our banking feedsWhat's New this May 2020 in Zoho Books.
Hello Users! The COVID-19 pandemic has affected every aspect of life and has made it a challenge for many to run their businesses smoothly. To help such businesses in need, we came up with a few relief initiatives. At Zoho, as many of you already know, we are working Working remotely to ensure that our employees are safe and to provide you with uninterrupted service. We have been working constantly to enhance our product and to give you the best accounting experience. Here are the most importantWhat's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive in
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What's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.Bug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bitOption to disable rate field in Zoho books purchase Order
Is there any feature to disable the option for rate editing in Purchase Orders? Because the purchase executive can edit the price/rate and that can be an issue. We need to verify the POs again and again and there needs to be a person to monitor the ratesHOW TO POST PETTY CASH ENTRIES
Question 1-I don't understand what's in my cash flow chart. I have entered an amount of 200,000 naira into the opening balance of my petty cash, but it's showing 245,550. I don't know where I have made mistake. Question 2- The amount I have in the outgoingBank Statement Details
Was wondering if anyone has a solution for this with recent bank updates. After updating our Bank of America connection, we are noticing that the "Text" portion is no longer on the Zoho side, where it always used to be. This is only for the Bank, still
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