You 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 organization id & oauth token but still getting same issue. Created customer and item and entered same details in input JSON. Can any body help me to resolve the issue . Thanks in advanceWhat's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to yourWhat's New in Zoho Books - August 2021
Hello Users, We're back with some exciting new features this month, just for you! Here's what's new in Zoho Books this month: IOSS (Import One-Stop Shop) Scheme [UK] Earlier, goods imported to Europe were taxed at Zero Rate and was subject to Import VATKeep getting "code": 14, "message": "Invalid value passed for authtoken." My authtoken is correct though!
Yesterday, I reset my password. I think I accidentally selected that checkbox that deletes all API/Authtokens. Today I regenerated new connection/authtokens for each Zoho Module that I needed. All my standard actions work great in Zoho Flow. BUT my customNo Qonto (bank) integration ?
Hi, I was trying to integrate my Qonto bank account into Zoho Books and I discovered that this integration seems to not be possible for the moment. I'm surprised because it's widely used here in France (more than 20 000 clients). Is this planned to beZoho Books App
Hello I have just added a second company to my connection. I would like to use the Zoho App to populate but when I try to download the app I get message " x --not able to download Zoho Books" help with this please. cheers paul morrisonZoho Finance Limitations 2.0 #16: Can’t get the associated CRM Record Id of a Sales Order from Books when using Zoho Finance (CRM / Books integration)
If a Sales Order is created in CRM you can leave a note on the record or add tasks within the CRM. But if we use Zoho Finance (CRM / Books integration) how can we get that CRM record id from within Books? Standard CRM Scenario (without Zoho Finance Integration)Zoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the CustomJournaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,one bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reasonEU VAT One Stop Shop Expanding 1st of July. How to prepare?
Hi, EU's VAT One Stop Shop system is expanding significantly on 1st of July. It will not cover only services but also e.g. physical goods sold to consumers within the EU area. More info here: https://ec.europa.eu/taxation_customs/business/vat/modernising-vat-cross-border-ecommerce_enDark mode
Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.Recurring Split Expenses
Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individualGenerate payment link and sms invoice using Zoho Books APi
My application needs to send a payment link to the customer via SMS. One the payment is done capture it, create a paid invoice and again send it via SMS to the customer. But I observed 1) There is no API to generate a payment link 2) Invoice cannot beBank aba File to upload to Australian Online Banking
Can Zoho Books create an aba file to be uploaded to our Australian bank's online platform so we can transfer payments online to suppliers?Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested. Just go to "Preferences" | Sales orders | Custom Buttons, click "New" If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & changeAny 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,Prepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, whichWhat's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchHow to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258What's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected withSKUs for Invoices, POs, etc.
It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is availableMollie Connect in Zoho Books
Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers? More info: https://docs.mollie.com/oauth/ovZoho/Stripe Integration - No Stripe-side identifiers passed to Zoho Books
I have a Zoho Books account integrated with Stripe, itself integrated with my online shopping cart on my website (SnipCart) where I sell my products. I notice that the transaction entry on Zoho Books from Stripe does not include any Stripe-side identifyingSales Tax Cash Basis
I am under the impression that Avalara does not work with books that are under a cash basis. Does anyone else have any suggestions to help with sales tax?Should Bank Charges Be Included in VAT Return in UK? How to Enter Bills for Reverse Charge?
Hi Zoho Team, I've just moved to Zoho books recently. Everything works till i started to prepare for my VAT return. 1. Bank charges in VAT return I'm in the UK. I am quite sure ordinary bank charges are VAT exempt. My understanding is derived from governmentNew feature request - add lines in manual journals
Hi I have a lot of repetitive complex transactions that require manual journals. To save time I clone a lot of the old ones then update them with the new data. It would be very very helpful to be able to insert lines above and below. There is the optionMultiple 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.Workflow Based on Manual Journal
Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automationUnable 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 customAllow organizations to select release times for recurring invoices
Currently when I have an invoice that gets automatically created from a recurring Invoice, it gets created at 6am on the date of scheduled release. Is there any way that we can have the flexibility to change the time of the day at which an invoice isPlease remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a Payment{"code":6024,"message":"This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName
Hi I have multiple organizations and im trying to list the contacts of a certain organization using the below api request: curl https://invoice.zoho.com/api/v3/contacts?authtoken=XXXXXXXXXX&organization_id=YYYYYYYY but im recieving the below error:Reconciliation - Show Transactions After End Date
I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactionsZoho 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.Multi-location stock control
Hi, could someone talk me through the way Zoho handles multi-location stocks using the same list of SKURecording of TDS on Fixed deposits
How do we record the interest payment and TDS from the bank account. The interest paid is shown as deposit in bank account and the TDS is a withdrawal. Whereas for us the total interest income is the interest paid plus the TDS. How do we record this soOther Current Asset Account Included in VAT return
We regularly make purchases (via purchase orders for non-inventory items) that are part of work in progress. Once the sale is complete then these amounts will be moved to cost of sales. So, I need to create an asset account that is included in the VATInvoice Templates Notes and contacts
Hello, 2 questions: Where in the template edit area do I access the NOTES section that shows on my template. Currently it reads "thanks for your business" and we want to change that. Also my invoice when generated does not include the name of the customerWhat's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing DeveloperNext Page
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What's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to yourWhat's New in Zoho Books - August 2021
Hello Users, We're back with some exciting new features this month, just for you! Here's what's new in Zoho Books this month: IOSS (Import One-Stop Shop) Scheme [UK] Earlier, goods imported to Europe were taxed at Zero Rate and was subject to Import VATWhat's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchWhat's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected withWhat's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing Developer
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What's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to yourZoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the Customone bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reasonRecurring Split Expenses
Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individualZoho Books App
Hello I have just added a second company to my connection. I would like to use the Zoho App to populate but when I try to download the app I get message " x --not able to download Zoho Books" help with this please. cheers paul morrison
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