Keep 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 customZoho Books Custom Fields API endpoint
I cant find the endpoint to get all bild custom fields and they possible values (Dropdown custom field). Example: I create a custom field named "Bill Type", Dropdown type, with possible values One and Two. How I can get this information from the API?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 thanIncorrect trial balance reports
Hi, Reposting here since I did not receive a satisfactory response from Zoho support. Our company follows the financial year Apr-Mar. However, for group reporting purposes we use the Jan-Dec year. When I tried extracting the trial balance for Jan-AprNo 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 morrisonEmail Notifications for Picklists
Maybe I am missing this, but I do not see how someone is to be notified of a new picklist in Books?Add 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.How to I generate Proforma Invoices?
When customers need to pay by bank transfer I need to send them a Proforma Invoice with our bank details. I am unable to work out how this can be done. It needs to be done at the Sales Order stage before a formal Invoice is generated. John Legg Owner:Timesheet Tasks in Zoho Books: associate to service item
How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When theRecord payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=Recording VAT for Expenses Paid in Advance
Hi We are a dubai based company and need to submit VAT Return every quarter. I am having a problem with advance payment of any expense which includes VAT. We have to pay office rent annually but the period is not the same as our accounting period. ForRestrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.Zoho 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)No Reliable way to link to Invoices
I cannot find any reliable way to link to a specific invoice in Zoho Books. Yes, Zoho Books has a feature to share a public link to an invoice, but if I want to link to an invoice for another employee who has access, there doesn't seem to be a way. IfList item-names twice in a customized layout in Zoho Books.
Hello, I have question/problem: With the placeholder %ItemName% I list my articles in my offer table. On another subpage, I would like to list my article-names again. If I use the placeholder %ItemName% again, it would like to continue the previous listOpenURL to open the invoice->send email page
Hello, I'd like to use a custom button to run a custom function to run openURL, to open the invoice->send email page. I'd then like to preselect the "from" email address (from one of many i.e. it should be the logged in users address!!), add a bcc addressZoho 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 CustomCredit Card Pre-Authorization with later Capture/Settlement
We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping holeCUSTOMER STATEMENTS
It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaidPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.ACH Payment Do Not Mark Invoice Paid
I recently switched to Zoho from QB and I like the simplicity and the price. But after I setup ACH via Authorize.net I noticed that my customer pay for the invoice, I receive the notification from Authorize.net that the invoice was PAID, Zoho detectsNew Purchase rate compared to initial purchase rate
Hi, Lets take my scenario as below :- I purchased a perfume ABC on 1 August 2021 at a price of 10 USD and entered it in my item list. 10 days later, I purchased the same item from the supplier at the price of 12 USD. Suppose I sell the product at the2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view
While i love timekeeping I am finding some things slow me down. Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view. It is somewhat painful to have toJournaling 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,Customer search function by first name only?
Is there a way to get Zoho Books to search by customer last name? Due to the nature of our business we have many, many individual clients, and it is both inefficient and frustrating to have to enter a common USA name like "John" to search for "John Brown"How to put Provision for salary, telephone bills, electricity bills, Insurance etc in year end
Hi, Our company is in Oman, Here year ending month is December. I want to know how to put my december month salary, telephone, electricity, insurance in December month as provision. Usually we pay all this in upcoming month, but my auditor told me to put provision for that in december and pay in january. I really dont know how to do this. Please help me ......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_enSingle invoice for multiple branches
How do i make a single invoice for multiple shipping address? Suppose, I have a client whose business branches are spread over the country, being service provider to that company we have been asked to provide a single invoice to the head office (one ofDark 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.Email attachments do not work
So after a few phone conversations it has been confirmed by Zoho that even though it looks like there is an attachment option with email templates, in reality these do not work. We create an email template, attach a file, make a workflow and the emailreconciliation of bills
So we have our bank feed. but we do not reconcile every day. Now sometimes i like to pay a bill to a supplier and i was recording this on the app as a payment which seemed logical. The problem is then that if i reconcile the account the bill is not thereEstimate Page Margins and format
Hello, I have an issue with the estimates. I have rather long description of item which I need to mention on each estimate as our products are custom industrial products and not standard commercial products. Now the issue is, if I view the estimate inRecurring 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 individualHow to show income
I am a freelance writer and I get payments from clients. In Zoho books I added a payment I received from Banking > My Bank Account > Add Transaction > Money In > Payment from Customer. After that, when I checked the income report no income was stillzoho 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 ?Credit note related to a pre-implementation dated invoice
I have a customer returning goods for a pre-implementation dated invoice, thus the invoice does not exist in Zoho. Previously, I have entered Opening Balances for Customers and Inventory. A Credit Note in Zoho books cannot be issued without selectingAdding a consecutive article number in the article list in the user-defined layout
Hello, since we are developing our custom layout (in HTML) for estimates, we need the item list with consecutive numbering before the item description. So starting with 1, then 2 etc. Is there a hidden% variable% that I could use? Thanks.Does Zoho Books work well for non-profits?
I run a nonprofit and am looking into Zoho Books as we are just starting out. Is there a version of this that is tailored to non profit organizations? If not, are there any suggestions for how to use Zoho books if you are a nonprofit? For example, howNext 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 your#7 Zoho Books Digest
Hello everybody! We are back with the 7th edition of the Zoho Books Digest! Let’s jump right in and take a look at all the new features, announcements, and customer stories we have in store for you. Feature Spotlight In this edition of Digest, we wouldWhat'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 VATAuthtoken Deprecation for Zoho Books APIs
UPDATE (2 JULY 2021): We've extended the deadline to 30 August 2021 for converting Authtoken to OAuth. UPDATE (30 MARCH 2021): We've added a set of FAQs to addresses few common doubts that you may have while migrating from Authtoken to OAuth. HelloWhat'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 search
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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 CustomHow to show income
I am a freelance writer and I get payments from clients. In Zoho books I added a payment I received from Banking > My Bank Account > Add Transaction > Money In > Payment from Customer. After that, when I checked the income report no income was stillSetting entry level discount in Sales Order with API
Hello, We want to create a Sales Order with discounts in some items. The main problem is we dont know how the API is working in this scenario. Reading the documentation we have to send the quantity discount in the JSON in discount_amount in the line itemError generating journal from custom function
Good day, I am trying to generate a journal from a custom function but it returns the following error: {"code":11,"message":"Solicitar carga útil no debe estar vacía para la solicitud."} Reviewing the documentation of the books apis, I am considering
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Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated on everyZoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integrationWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda : https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
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