Bank Feeds - Multiple Orgs / Multiple LLCs
Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd
Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable
Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)
BANK CHARGES
When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message : Bank charges are applied. Please select a bank account. And it will not let
PAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
Zoho Books | Product updates | September 2026
Hello Partners, We've rolled out new updates to Zoho Books. Here's everything that's new this month. Introducing the Super Admin Privilege We're introducing the Super Admin privilege in Zoho Finance applications. This privilege is automatically assigned
Zoho Books | Product updates | August 2026
Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
add pdf bills
as zoho scan is to high cost,and claude and others as costing low , why u are not costing less than apps
Error with bank feed activaiton (Global edition)
Hi there, We've started using Zoho Books in NZ and have been struggling to activate bank feed from BNZ. Althouhg following the instruction to active bank feed, an error message appears every time as attached. Plase advise how to resolve this matter. Thank
Books is extremely slow again today !
Everything is running slowly even with 500mb connection speed
Customer Statement Showing Incorrect Negative Balance Due to Unused Advance
Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,
ICICI Bank integration bulk payments to multiple vendors
Hi Team, I would like to know why ICICI Bank integration doesn't allow bulk payments to multiple vendors. Other banks such as HSBC, Yes Bank and Axis Bank allows zoho integration to make payments to multiple vendors at a time
Razorpay + Zoho Billing + Zoho Books Integration
Please help us set up this integration.
Project Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
Export current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.
Client Portal Not Accessible
I am new to Zoho Books and am just starting to experiment. I sent myself an invoice at a personal test email address, which I paid. When I go back to the email I received and click "View Invoice", I get taken to a zohosecurepay page which shows the paid
Change sender email in Zoho Finance for a Sales Order
Using Zoho Finance to send Sales Orders. There is a "From" drop-down field on the "Send Email" prompt. How can I add another company email to the list of "From" options? It currently only shows my email, even though another employee, who has full admin rights, is the owner of the Sales Order.
Group accounts that are branchs of the same company
Hi all! This is a zoho books question. many of the companies we work with have several branches. Each branch has it's own tax number. I'd like to be able to relate these branches so I can treat all the translations as if they were made with the parent
Migration from zoho global to zoho Mexcio
When will the migration be available and not create another entitie. We have years of information and integration and is not possible for us to create a new entitie
I have a problem. I use Zoho invoice
I have a problem. I use Zoho invoice, which is that when I create an invoice for a customer with specific items, let's say the value of these items is 2100, but my customers are not the type who pay the entire invoice amount at once, as they divide the
Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App
Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
Anyone have experience with Airbnb bookkeeping on Zoho Books?
I just signed up for the free version of Zoho Books as a first-year Airbnb host. I am just starting my 2023 bookkeeping so I have lots of receipts, statements and such to input. I started to go with Quickbooks, which was admittedly easier because I could
Widget SDK - Mobile Support
I was pretty disappointed to find out today that background widgets using native modal validation simply aren’t supported on mobile. Extension specs: Zoho Books Sales Orders • Background widget • ON_SALESORDER_PRE_SAVE + ON_SALESORDER_PREVIEW • Validates
Generating final accounts: How to include a financial year no held in Zoho Books.
I am generating a final account for the 2025-26 period but they need to be submitted with the figures for the previous period of 2024-25. Zoho does not hold these figures as I migrated to the service from QuickBooks on the 01/05/2025. I have the figures
Bank reconciliation auto-selects checks that cleared the bank after the period end date
During bank reconciliation, Zoho Books pre-selects transactions as cleared based on the payment date recorded in Zoho Books — even when the bank clearing date, which Zoho displays in that same row, falls after the reconciliation period end date. The practical
Adding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the
Problem in Mannual journal in Zoho Books
When I Put Manual Journal in Zoho Books Software not allow me to select VAT Rate what is the solution United kindgom version
Bulk updating tags
My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
Domestic Reverse Charge in Zoho Books (UK edition)
Dear customers, With HMRC implementing Domestic Reverse Charge (DRC) on construction services from 1 March 2021, Zoho Books now lets you track DRC on sales and purchase transactions. Although DRC on construction services is being implemented now, the
Proforma Invoice
Is there an option to create proforma and advance invoices in professional
Propuesta: monitoreo automático de CFDI ante el SAT en Zoho Books México
Problema actual Zoho Books México ya cuenta con integración con el SAT y un Administrador XML que permite recuperar CFDI de proveedores, pagos y créditos directamente desde el Portal del SAT. Esto representa un gran avance para reducir la captura manual
Integración nativa de OXXO Pay con Zoho Books para México
Problema actual México tiene una particularidad importante en materia de pagos: aunque las transferencias y los pagos con tarjeta tienen una adopción cada vez mayor, existe una enorme infraestructura física que permite realizar pagos en efectivo. OXXO
Integración nativa de Zoho Books con los listados del SAT para monitoreo de riesgo de proveedores
Problema actual Uno de los retos importantes para las empresas mexicanas es gestionar el riesgo fiscal asociado con sus proveedores. El SAT publica periódicamente información relacionada con los artículos 69, 69-B y 69-B Bis del Código Fiscal de la Federación.
STATEMENT
IF THE CUSTOMER AND VENDOR SAME THEN HOW TO RAISE A STATEMENT.
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
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'.
"Subject" or "Narration"in Customer Statement
Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
Show both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,
bills through bulk import
When creating bills through bulk import, the TDS value is applied only to the last line item of a single bill instead of being distributed or applied correctly across the bill.
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